Broadcom Inc.
AVGO- Exchange
- Nasdaq
- Industry
- Semiconductors & Related Devices
- SEC CIK
- 0001730168
In the last 90 days, Broadcom Inc. insiders filed 0 open-market purchases and 4 sales; 4,854 institutions reported holding it in 13F filings for Q2 2026, worth $1.40T in total; 7 superinvestors hold it, including Coatue Management and Tiger Global Management.
13F holders, Q1 2024
Institutional positions in Broadcom Inc. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,071
- +232 vs. Q4 2023
- Shares held
- 354.9M
- −834.4K (−0.2%) vs. Q4 2023
- Total value
- $469.0B
- +$72.1B (+18.2%) vs. Q4 2023
- New holders
- 339
- 1,169 more added
- Sold out
- 107
- 1,256 more reduced
40 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AVGO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,854 | $1.40T |
| Q1 2026 | 4,707 | $1.12T |
| Q4 2025 | 4,730 | $1.27T |
| Q3 2025 | 4,296 | $1.17T |
| Q2 2025 | 4,091 | $996.4B |
| Q1 2025 | 3,826 | $597.5B |
| Q4 2024 | 3,919 | $828.2B |
| Q3 2024 | 3,418 | $605.9B |
| Q2 2024 | 3,280 | $561.2B |
| Q1 2024 | 3,071 | $469.0B |
| Q4 2023 | 2,879 | $398.6B |
| Q3 2023 | 2,466 | $277.0B |
| Q2 2023 | 2,394 | $287.4B |
| Q1 2023 | 2,209 | $214.8B |
| Q4 2022 | 2,146 | $189.1B |
| Q3 2022 | 2,013 | $148.9B |
| Q2 2022 | 2,002 | $158.2B |
| Q1 2022 | 2,058 | $207.4B |
| Q4 2021 | 2,026 | $222.0B |
| Q3 2021 | 1,757 | $162.1B |
| Q2 2021 | 1,723 | $159.3B |
| Q1 2021 | 1,691 | $156.4B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Broadcom Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 11,077 | $14.7M | 0.48% | +3,493+46.1% | Added |
| Commonwealth Retirement Investments LLC | 11,038 | $14.6M | 6.99% | −1,974−15.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 11,011 | $14.6M | 1.03% | +11,011 | New |
| Elk River Wealth Management, LLC | 10,984 | $14.6M | 2.96% | −2,823−20.4% | Reduced |
| SeaTown Holdings Pte. Ltd. | 10,917 | $14.5M | 9.16% | +5,632+106.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 10,899 | $14.4M | 1.72% | −1,516−12.2% | Reduced |
| Integrated Wealth Concepts LLC | 10,852 | $14.4M | 0.21% | +653+6.4% | Added |
| Glass Wealth Management Co LLC | 10,850 | $14.4M | 8.77% | +10,850 | New |
| China Universal Asset Management Co., Ltd. | 10,823 | $14.3M | 1.82% | +3,898+56.3% | Added |
| Capital Investment Counsel, LLC | 10,810 | $14.3M | 3.07% | +4,021+59.2% | Added |
| McKinley Carter Wealth Services, Inc. | 10,803 | $14.3M | 0.96% | −241−2.2% | Reduced |
| Plato Investment Management Ltd | 10,774 | $14.3M | 1.48% | +9,357+660.3% | Added |
| Stonegate Investment Group, LLC | 10,729 | $14.2M | 0.45% | −17−0.2% | Reduced |
| Congress Wealth Management LLC | 10,709 | $14.2M | 0.25% | +462+4.5% | Added |
| Freemont Management S.A. | 10,700 | $14.2M | 2.19% | −3,300−23.6% | Reduced |
| Pitcairn Co | 10,695 | $14.2M | 0.92% | +30+0.3% | Added |
| Romano Brothers and Company | 10,652 | $14.1M | 1.93% | −22−0.2% | Reduced |
| Longbow Finance SA | 10,646 | $14.1M | 1.43% | +10,646 | New |
| Alpine Woods Capital Investors, LLC | 10,852 | $14.1M | 2.80% | −6,741−38.3% | Reduced |
| Veriti Management LLC | 10,639 | $14.1M | 1.05% | +962+9.9% | Added |
| Lake Street Advisors Group, LLC | 10,595 | $14.0M | 0.66% | +142+1.4% | Added |
| Grimes & Company, Inc. | 10,555 | $14.0M | 0.43% | −118−1.1% | Reduced |
| Concentric Capital Strategies, LP | 10,516 | $13.9M | 0.90% | −582−5.2% | Reduced |
| Hedeker Wealth, LLC | 10,502 | $13.9M | 4.01% | −36−0.3% | Reduced |
| Pictet & Cie (Europe) SA | 10,461 | $13.9M | 0.36% | +6,489+163.4% | Added |
| Deltec Asset Management LLC | 10,384 | $13.8M | 2.71% | +1,400+15.6% | Added |
| Albion Financial Group | 10,308 | $13.7M | 1.05% | −121−1.2% | Reduced |
| Greenleaf Trust | 10,189 | $13.5M | 0.13% | −568−5.3% | Reduced |
| Driehaus Capital Management LLC | 10,179 | $13.5M | 0.13% | +3,612+55.0% | Added |
| Jupiter Asset Management Ltd | 10,129 | $13.4M | 0.13% | +2,622+34.9% | Added |
| Sowell Financial Services LLC | 10,118 | $13.4M | 0.63% | +10,118 | New |
| Mission Wealth Management, LP | 10,109 | $13.4M | 0.36% | +1,701+20.2% | Added |
| E Fund Management Co., Ltd. | 10,087 | $13.4M | 0.83% | +1,640+19.4% | Added |
| Perigon Wealth Management, LLC | 9,960 | $13.2M | 0.40% | +60+0.6% | Added |
| Ashton Thomas Private Wealth, LLC | 9,937 | $13.2M | 0.75% | +258+2.7% | Added |
| CSM Advisors, LLC | 9,930 | $13.2M | 0.87% | −212−2.1% | Reduced |
| Bridges Investment Management Inc | 9,914 | $13.1M | 0.41% | +1,070+12.1% | Added |
| Premier Fund Managers Ltd | 9,956 | $13.1M | 0.52% | −1,021−9.3% | Reduced |
| FRG Family Wealth Advisors LLC | 10,079 | $13.1M | 2.57% | +278+2.8% | Added |
| American National Bank | 9,874 | $13.1M | 1.73% | −282−2.8% | Reduced |
| Legacy Private Trust Co. | 9,871 | $13.1M | 0.96% | −486−4.7% | Reduced |
| Venture Visionary Partners LLC | 9,835 | $13.0M | 0.62% | −63−0.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 9,817 | $13.0M | 0.94% | +17+0.2% | Added |
| Boston Financial Mangement LLC | 9,740 | $12.9M | 0.41% | −100−1.0% | Reduced |
| MBB Public Markets I LLC | 9,739 | $12.9M | 0.83% | +9,739 | New |
| Capital City Trust Co | 9,713 | $12.9M | 3.58% | −285−2.9% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 9,704 | $12.9M | 0.44% | +16+0.2% | Added |
| Country Club Bank | 9,699 | $12.9M | 0.91% | −281−2.8% | Reduced |
| Capital Analysts, LLC | 9,626 | $12.8M | 0.60% | −5,307−35.5% | Reduced |
| Northeast Financial Consultants Inc | 9,577 | $12.7M | 0.62% | +409+4.5% | Added |
| Banque Cantonale Vaudoise | 9,574 | $12.7M | 0.50% | +692+7.8% | Added |
| Thompson Siegel & Walmsley LLC | 9,537 | $12.6M | 0.19% | +40.0% | Added |
| Thoroughbred Financial Services, LLC | 9,512 | $12.6M | 1.21% | −1,421−13.0% | Reduced |
| Cyrus J. Lawrence, LLC | 9,485 | $12.6M | 2.79% | +9,485 | New |
| Spectrum Wealth Counsel, LLC | 9,476 | $12.6M | 1.54% | −1,891−16.6% | Reduced |
| Jackson Square Capital, LLC | 9,474 | $12.6M | 3.23% | +642+7.3% | Added |
| Twin Capital Management Inc | 9,471 | $12.6M | 1.56% | +59+0.6% | Added |
| PGGM Investments | 9,463 | $12.5M | 0.18% | −100−1.0% | Reduced |
| Oak Harvest Investment Services | 9,452 | $12.5M | 2.08% | −390−4.0% | Reduced |
| Eagle Capital Management, LLC | 9,435 | $12.5M | 5.63% | −306−3.1% | Reduced |
| Advisory Research Inc | 9,432 | $12.5M | 2.49% | −2,268−19.4% | Reduced |
| Lincoln National Corp | 9,390 | $12.4M | 0.19% | +327+3.6% | Added |
| Crestline Management, LP | 9,373 | $12.4M | 1.18% | +3,073+48.8% | Added |
| Arrowstreet Capital, Limited Partnership | 9,369 | $12.4M | 0.01% | −64,989−87.4% | Reduced |
| Vantage Investment Partners, LLC | 9,352 | $12.4M | 1.11% | +9,352 | New |
| Mitchell Capital Management Co | 9,344 | $12.4M | 2.38% | +1,056+12.7% | Added |
| Cornerstone Wealth Group, LLC | 9,324 | $12.4M | 1.14% | +1,172+14.4% | Added |
| Sycomore Asset Management | 9,431 | $12.3M | 2.70% | −708−7.0% | Reduced |
| Westpac Banking Corp | 9,274 | $12.3M | 0.94% | −61−0.7% | Reduced |
| Citizens National Bank Trust Department | 9,244 | $12.3M | 2.84% | −107−1.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 9,142 | $12.1M | 0.04% | +4,285+88.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 9,082 | $12.0M | 0.96% | −865−8.7% | Reduced |
| Laffer Tengler Investments | 8,974 | $11.9M | 3.07% | −2,023−18.4% | Reduced |
| Clough Capital Partners L P | 8,888 | $11.8M | 1.30% | +78+0.9% | Added |
| GYL Financial Synergies, LLC | 8,824 | $11.7M | 0.92% | −171−1.9% | Reduced |
| Adams Diversified Equity Fund, Inc. | 8,800 | $11.7M | 0.41% | +8,800 | New |
| Reliant Investment Management, LLC | 8,756 | $11.6M | 5.44% | −705−7.5% | Reduced |
| Quest Investment Management LLC | 8,723 | $11.6M | 1.29% | +8,723 | New |
| Mango Investments LLC | 8,700 | $11.5M | 8.53% | −6,100−41.2% | Reduced |
| Integrated Advisors Network LLC | 8,688 | $11.5M | 0.59% | +31+0.4% | Added |
| Aureus Asset Management, LLC | 8,674 | $11.5M | 0.78% | −1,281−12.9% | Reduced |
| Spirepoint Private Client, LLC | 8,629 | $11.4M | 1.74% | +8,629 | New |
| Richard Bernstein Advisors LLC | 8,624 | $11.4M | 0.25% | +1,690+24.4% | Added |
| Goelzer Investment Management, Inc. | 8,622 | $11.4M | 0.65% | −1,502−14.8% | Reduced |
| Barometer Capital Management Inc. | 8,770 | $11.4M | 2.96% | −2,798−24.2% | Reduced |
| Eastover Investment Advisors LLC | 8,584 | $11.4M | 5.59% | −373−4.2% | Reduced |
| Cullen Investment Group, Ltd. | 8,482 | $11.4M | 1.79% | +294+3.6% | Added |
| Wetherby Asset Management Inc | 8,566 | $11.4M | 0.54% | +54+0.6% | Added |
| CX Institutional | 8,538 | $11.3M | 0.55% | +7,249+562.4% | Added |
| Lindbrook Capital, LLC | 8,449 | $11.2M | 1.05% | −2,175−20.5% | Reduced |
| Red Cedar Investment Management, LLC | 8,440 | $11.2M | 1.40% | +1,212+16.8% | Added |
| Kingsview Wealth Management, LLC | 8,425 | $11.2M | 0.28% | +338+4.2% | Added |
| Congress Asset Management Co | 8,414 | $11.2M | 0.08% | −760−8.3% | Reduced |
| NBC Securities, Inc. | 8,414 | $11.2M | 1.05% | +13+0.2% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 8,395 | $11.1M | 3.35% | −184−2.1% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 8,388 | $11.1M | 4.76% | −625−6.9% | Reduced |
| Brevan Howard Capital Management LP | 8,356 | $11.1M | 1.01% | +7,259+661.7% | Added |
| SFE Investment Counsel | 8,354 | $11.1M | 2.51% | −1,502−15.2% | Reduced |
| TownSquare Capital, LLC | 8,340 | $11.1M | 0.16% | +485+6.2% | Added |
| Baldwin Investment Management, LLC | 8,279 | $11.0M | 1.49% | −254−3.0% | Reduced |