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 |
|---|---|---|---|---|---|
| Delta Global Management LP | 8,269 | $11.0M | 0.83% | −5,570−40.2% | Reduced |
| Mutual Advisors, LLC | 8,260 | $10.9M | 0.35% | −594−6.7% | Reduced |
| Resources Investment Advisors, LLC. | 8,252 | $10.9M | 0.17% | −224−2.6% | Reduced |
| Great Valley Advisor Group, Inc. | 8,216 | $10.9M | 0.33% | −3,460−29.6% | Reduced |
| Rock Point Advisors, LLC | 8,195 | $10.9M | 3.23% | −2,884−26.0% | Reduced |
| Westwood Holdings Group Inc. | 8,178 | $10.8M | 0.09% | −1,490−15.4% | Reduced |
| Greystone Financial Group, LLC | 8,120 | $10.8M | 2.15% | −1,223−13.1% | Reduced |
| SeaCrest Wealth Management, LLC | 8,117 | $10.8M | 1.32% | −15−0.2% | Reduced |
| Geneos Wealth Management Inc. | 8,063 | $10.7M | 0.49% | +2,767+52.2% | Added |
| TCG Advisory Services, LLC | 8,010 | $10.6M | 0.59% | +1,502+23.1% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $10.6M | 2.51% | 00.0% | Unchanged |
| Alight Capital Management LP | 8,000 | $10.6M | 3.37% | +8,000 | New |
| HTLF Bank | 7,963 | $10.6M | 1.21% | −2,422−23.3% | Reduced |
| EverSource Wealth Advisors, LLC | 8,091 | $10.5M | 0.83% | −86−1.1% | Reduced |
| Visionary Wealth Advisors | 7,931 | $10.5M | 0.71% | −1,463−15.6% | Reduced |
| Savoie Capital LLC | 7,929 | $10.5M | 1.49% | +1,185+17.6% | Added |
| Kempen Capital Management N.V. | 7,867 | $10.4M | 0.13% | +7,828+20,071.8% | Added |
| Edmp, Inc. | 7,867 | $10.4M | 8.70% | −26−0.3% | Reduced |
| KCM Investment Advisors LLC | 7,832 | $10.4M | 0.38% | −66−0.8% | Reduced |
| NWK Group, Inc. | 7,813 | $10.4M | 4.85% | +215+2.8% | Added |
| Journey Advisory Group, LLC | 7,812 | $10.4M | 1.28% | +402+5.4% | Added |
| Troluce Capital Advisors LLC | 7,800 | $10.3M | 2.22% | +7,800 | New |
| STF Management LP | 7,777 | $10.3M | 4.47% | −239−3.0% | Reduced |
| Scott & Selber, Inc. | 7,769 | $10.3M | 3.50% | +10.0% | Added |
| Boyd Watterson Asset Management LLC | 7,735 | $10.3M | 3.68% | −83−1.1% | Reduced |
| Legato Capital Management LLC | 7,734 | $10.3M | 1.24% | −506−6.1% | Reduced |
| HB Wealth Management, LLC | 7,719 | $10.2M | 0.13% | +695+9.9% | Added |
| Torray LLC | 7,705 | $10.2M | 1.53% | −893−10.4% | Reduced |
| LS Investment Advisors, LLC | 7,644 | $10.1M | 1.61% | +483+6.7% | Added |
| Goldstream Capital Management Ltd | 7,643 | $10.1M | 5.71% | −132−1.7% | Reduced |
| Western Wealth Management, LLC | 7,622 | $10.1M | 0.79% | −2,878−27.4% | Reduced |
| Ibex Wealth Advisors | 18,058 | $10.1M | 2.74% | +18,040+100,222.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,607 | $10.1M | 4.30% | −932−10.9% | Reduced |
| Berkshire Capital Holdings Inc | 7,580 | $10.0M | 4.01% | +7,570+75,700.0% | Added |
| Resources Management Corp | 7,571 | $10.0M | 1.47% | −1,685−18.2% | Reduced |
| Sustainable Insight Capital Management, LLC | 7,529 | $9.98M | 7.20% | −400−5.0% | Reduced |
| Parcion Private Wealth LLC | 7,527 | $9.98M | 0.88% | +1,028+15.8% | Added |
| Ritholtz Wealth Management | 7,470 | $9.90M | 0.34% | +475+6.8% | Added |
| Covenant Asset Management, LLC | 7,419 | $9.83M | 2.39% | +120+1.6% | Added |
| Wealth Advisors of Tampa Bay, LLC | 7,416 | $9.83M | 4.67% | −545−6.8% | Reduced |
| Marietta Wealth Management, LLC | 7,398 | $9.81M | 1.62% | −879−10.6% | Reduced |
| Strategic Global Advisors, LLC | 7,393 | $9.80M | 2.12% | −207−2.7% | Reduced |
| Signaturefd, LLC | 7,390 | $9.79M | 0.21% | +51+0.7% | Added |
| Cambridge Financial Group, Inc. | 7,387 | $9.79M | 4.34% | −715−8.8% | Reduced |
| Westover Capital Advisors, LLC | 7,376 | $9.78M | 2.86% | −1,021−12.2% | Reduced |
| Systematic Alpha Investments, LLC | 7,356 | $9.75M | 0.39% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 7,353 | $9.75M | 1.75% | −132−1.8% | Reduced |
| Credential Qtrade Securities Inc. | 7,323 | $9.71M | 0.52% | −1,255−14.6% | Reduced |
| Howard Capital Management Inc. | 7,299 | $9.67M | 1.06% | +490+7.2% | Added |
| Graypoint LLC | 7,276 | $9.64M | 0.70% | +126+1.8% | Added |
| Principal Street Partners, LLC | 7,262 | $9.64M | 1.82% | +197+2.8% | Added |
| Exchange Traded Concepts, LLC | 7,270 | $9.64M | 0.25% | −3,704−33.8% | Reduced |
| Front Row Advisors LLC | 7,222 | $9.61M | 3.56% | −111−1.5% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 7,232 | $9.59M | 2.33% | +1,243+20.8% | Added |
| Buckingham Strategic Wealth, LLC | 7,171 | $9.50M | 0.10% | −2,432−25.3% | Reduced |
| Smith, Salley & Associates | 7,171 | $9.50M | 0.74% | −5,809−44.8% | Reduced |
| Garrison Asset Management, LLC | 7,145 | $9.47M | 4.97% | −180−2.5% | Reduced |
| Cumberland Partners Ltd | 7,140 | $9.46M | 0.69% | −400−5.3% | Reduced |
| Horizon Investments, LLC | 7,118 | $9.43M | 0.25% | +831+13.2% | Added |
| RMR Wealth Builders | 7,064 | $9.40M | 1.14% | +514+7.8% | Added |
| Concurrent Investment Advisors, LLC | 7,085 | $9.39M | 0.38% | −49−0.7% | Reduced |
| Stablepoint Partners, LLC | 7,067 | $9.37M | 1.90% | +702+11.0% | Added |
| Pittenger & Anderson Inc | 7,065 | $9.36M | 0.38% | +1,680+31.2% | Added |
| Koshinski Asset Management, Inc. | 7,061 | $9.36M | 0.96% | −2,004−22.1% | Reduced |
| Paradiem, LLC | 7,042 | $9.33M | 2.30% | −852−10.8% | Reduced |
| Level Four Advisory Services, LLC | 8,347 | $9.32M | 0.51% | +146+1.8% | Added |
| Consolidated Planning Corp | 7,023 | $9.31M | 1.59% | −422−5.7% | Reduced |
| Evexia Wealth LLC | 6,887 | $9.26M | 3.81% | +863+14.3% | Added |
| Hudson Valley Investment Advisors Inc | 6,980 | $9.25M | 1.11% | −246−3.4% | Reduced |
| Montag A & Associates Inc | 6,978 | $9.25M | 0.46% | +589+9.2% | Added |
| Wedbush Securities Inc | 6,960 | $9.22M | 0.34% | +1,855+36.3% | Added |
| Sunbelt Securities, Inc. | 6,929 | $9.18M | 1.02% | +2,098+43.4% | Added |
| HighPoint Advisor Group LLC | 6,847 | $9.16M | 0.65% | +144+2.1% | Added |
| Geneva Partners, LLC | 6,901 | $9.15M | 4.04% | +51+0.7% | Added |
| Stokes Capital Advisors, LLC | 6,876 | $9.11M | 2.65% | −339−4.7% | Reduced |
| First Foundation Advisors | 6,873 | $9.11M | 0.36% | +78+1.1% | Added |
| Strategic Wealth Partners, Ltd. | 6,853 | $9.08M | 1.00% | +69+1.0% | Added |
| Financial Enhancement Group LLC | 6,743 | $9.06M | 1.49% | −588−8.0% | Reduced |
| Parsons Capital Management Inc | 6,797 | $9.01M | 0.62% | −129−1.9% | Reduced |
| CAPROCK Group, Inc. | 6,792 | $9.01M | 0.52% | −135−1.9% | Reduced |
| Ballentine Partners, LLC | 6,783 | $8.99M | 0.17% | +763+12.7% | Added |
| Gluskin Sheff & Assoc Inc | 6,745 | $8.94M | 0.89% | −2,198−24.6% | Reduced |
| Morse Asset Management, Inc | 6,728 | $8.92M | 2.28% | −39−0.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 6,717 | $8.90M | 0.96% | −171−2.5% | Reduced |
| Carolina Wealth Advisors, LLC | 6,696 | $8.87M | 4.81% | −548−7.6% | Reduced |
| Peterson Wealth Services | 6,695 | $8.87M | 3.23% | −759−10.2% | Reduced |
| TD Private Client Wealth LLC | 6,692 | $8.87M | 0.29% | −832−11.1% | Reduced |
| Sage Mountain Advisors LLC | 6,675 | $8.85M | 0.92% | +139+2.1% | Added |
| Forge First Asset Management Inc. | 6,650 | $8.81M | 2.77% | +6,650 | New |
| Summit Financial, LLC | 6,639 | $8.80M | 0.52% | −2,048−23.6% | Reduced |
| Parallel Advisors, LLC | 6,607 | $8.76M | 0.24% | +1,364+26.0% | Added |
| Polar Asset Management Partners Inc. | 6,600 | $8.75M | 0.23% | +6,600 | New |
| Columbia Asset Management | 7,826 | $8.74M | 1.79% | 00.0% | Unchanged |
| Te Ahumairangi Investment Management Ltd | 6,584 | $8.73M | 1.52% | −17−0.3% | Reduced |
| DRW Securities, LLC | 6,554 | $8.69M | 0.50% | +3,902+147.1% | Added |
| Nicholas Investment Partners, LP | 6,549 | $8.68M | 0.89% | +490+8.1% | Added |
| TrimTabs Asset Management, LLC | 6,538 | $8.67M | 2.17% | +1,402+27.3% | Added |
| Bay Rivers Group | 6,505 | $8.62M | 4.73% | +45+0.7% | Added |
| KP Management LLC | 6,500 | $8.62M | 3.70% | 00.0% | Unchanged |
| Change Path, LLC | 6,497 | $8.61M | 0.34% | +2,788+75.2% | Added |