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, Q2 2024
Institutional positions in Broadcom Inc. as of Jun 30, 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
- 3,280
- +247 vs. Q1 2024
- Shares held
- 359.0M
- +5.13M (+1.4%) vs. Q1 2024
- Total value
- $561.2B
- +$93.5B (+20.0%) vs. Q1 2024
- New holders
- 340
- 1,469 more added
- Sold out
- 93
- 1,176 more reduced
38 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Broadcom Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hofer & Associates. Inc | 424 | $681.4K | 0.53% | 00.0% | Unchanged |
| Security Financial Services, INC. | 425 | $682.4K | 0.15% | +20+4.9% | Added |
| Manchester Financial Inc | 425 | $682.8K | 0.17% | +101+31.2% | Added |
| Northcape Wealth Management, LLC | 425 | $683.0K | 0.25% | −118−21.7% | Reduced |
| Auxano Advisors, LLC | 426 | $683.6K | 0.19% | +19+4.7% | Added |
| Holistic Planning, LLC | 516 | $683.9K | 0.53% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 426 | $684.0K | 0.10% | −288−40.3% | Reduced |
| One + One Wealth Management, LLC | 428 | $687.2K | 0.39% | +67+18.6% | Added |
| Bangor Savings Bank | 430 | $690.4K | 0.07% | +6+1.4% | Added |
| Vienna Asset Management LLC | 430 | $691.1K | 0.57% | −670−60.9% | Reduced |
| J. L. Bainbridge & Co., Inc. | 432 | $693.6K | 0.07% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 623 | $695.8K | 0.14% | −52−7.7% | Reduced |
| Executive Wealth Management, LLC | 435 | $698.0K | 0.13% | −13−2.9% | Reduced |
| Secure Asset Management, LLC | 436 | $700.0K | 0.13% | +20+4.8% | Added |
| Affinity Wealth Management LLC | 436 | $700.0K | 0.13% | −4−0.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 436 | $700.0K | 0.16% | +1+0.2% | Added |
| Aletheian Wealth Advisors LLC | 436 | $700.0K | 0.37% | +58+15.3% | Added |
| RW Investment Management LLC | 437 | $701.6K | 0.09% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 437 | $702.7K | 0.29% | +437 | New |
| MainStreet Investment Advisors LLC | 4,386 | $704.2K | 0.09% | +4,386 | New |
| Charter Trust Co | 439 | $704.8K | 0.05% | −184−29.5% | Reduced |
| American Trust | 440 | $706.4K | 0.06% | −55−11.1% | Reduced |
| Blodgett Wealth Advisors, LLC | 441 | $707.7K | 0.60% | +37+9.2% | Added |
| Verity Asset Management, Inc. | 441 | $708.3K | 0.28% | +18+4.3% | Added |
| German American Bancorp, Inc. | 442 | $709.6K | 0.08% | +89+25.2% | Added |
| Merriman Wealth Management, LLC | 442 | $709.7K | 0.03% | +94+27.0% | Added |
| Goldstone Financial Group, LLC | 445 | $714.8K | 0.14% | +43+10.7% | Added |
| Coordinated Financial Services, Inc. | 446 | $715.5K | 0.61% | −1−0.2% | Reduced |
| MJP Associates Inc | 446 | $716.5K | 0.15% | +95+27.1% | Added |
| Oxford Asset Management LLP | 447 | $717.7K | 0.71% | +447 | New |
| Catalyst Capital Advisors LLC | 449 | $720.9K | 0.02% | +4+0.9% | Added |
| Clark Financial Services Group Inc | 449 | $721.0K | 0.76% | −423−48.5% | Reduced |
| Oder Investment Management, LLC | 450 | $722.7K | 0.65% | −18−3.8% | Reduced |
| Marest Capital, LLC | 451 | $723.8K | 0.64% | +3+0.7% | Added |
| Live Oak Investment Partners | – | $725.7K | 0.60% | – | New |
| Rollins Financial Advisors, LLC | 453 | $726.9K | 0.12% | +103+29.4% | Added |
| Members Wealth LLC | 2,676 | $727.3K | 0.49% | +2,676 | New |
| Provident Investment Management, Inc. | 454 | $728.9K | 0.07% | −15−3.2% | Reduced |
| Patrick M Sweeney & Associates, Inc | 455 | $730.1K | 0.59% | +2+0.4% | Added |
| Selway Asset Management | 455 | $730.5K | 0.30% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 457 | $734.0K | 0.49% | 00.0% | Unchanged |
| Foster Group, Inc. | 458 | $735.1K | 0.03% | +50+12.3% | Added |
| Cottonwood Capital Advisors, LLC | 425 | $736.2K | 0.58% | −82−16.2% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 459 | $736.9K | 0.34% | 00.0% | Unchanged |
| United Community Bank | 459 | $736.9K | 0.30% | +100+27.9% | Added |
| Cottage Street Advisors LLC | 463 | $743.3K | 0.44% | −93−16.7% | Reduced |
| EdgeRock Capital LLC | 463 | $743.7K | 0.58% | +95+25.8% | Added |
| State of Wyoming | 464 | $745.0K | 0.12% | −35−7.0% | Reduced |
| NCP Inc. | 465 | $746.6K | 0.47% | +400+615.4% | Added |
| Wayfinding Financial, LLC | 466 | $748.0K | 0.42% | +35+8.1% | Added |
| RFG Holdings, Inc. | 465 | $748.4K | 0.28% | +171+58.2% | Added |
| Aveo Capital Partners, LLC | 467 | $750.3K | 0.09% | −162−25.8% | Reduced |
| KMG Fiduciary Partners, LLC | 470 | $754.3K | 0.07% | −4−0.8% | Reduced |
| JT Stratford LLC | 470 | $754.6K | 0.14% | −860−64.7% | Reduced |
| First Affirmative Financial Network | 471 | $756.5K | 0.53% | −2−0.4% | Reduced |
| Means Investment Co., Inc. | 473 | $759.0K | 0.09% | +17+3.7% | Added |
| Berkeley Capital Partners, LLC | 473 | $759.4K | 0.23% | +42+9.7% | Added |
| Atlas Private Wealth Advisors | 473 | $761.9K | 0.12% | +282+147.6% | Added |
| Hamilton Wealth, LLC | 475 | $762.9K | 0.20% | +100+26.7% | Added |
| Cobblestone Capital Advisors LLC | 478 | $767.4K | 0.05% | +25+5.5% | Added |
| Callahan Advisors, LLC | 479 | $768.7K | 0.08% | −123−20.4% | Reduced |
| Fortress Wealth Group, LLC | 4,701 | $769.9K | 0.39% | +4,280+1,016.6% | Added |
| Fiduciary Alliance LLC | 467 | $774.2K | 0.13% | +121+35.0% | Added |
| Washington Trust Bank | 484 | $777.1K | 0.08% | −24−4.7% | Reduced |
| Congress Park Capital LLC | 484 | $777.1K | 0.31% | +89+22.5% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 484 | $777.5K | 0.34% | −3−0.6% | Reduced |
| Lifestyle Asset Management, Inc. | 486 | $780.3K | 0.45% | −3−0.6% | Reduced |
| First Community Trust NA | 486 | $780.3K | 0.67% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 487 | $781.9K | 0.10% | +39+8.7% | Added |
| TCWP LLC | 487 | $781.9K | 1.92% | +1+0.2% | Added |
| Ewa, LLC | 4,790 | $784.5K | 0.32% | +4,390+1,097.5% | Added |
| Ninepoint Partners LP | 490 | $786.7K | 0.08% | −142−22.5% | Reduced |
| 1858 Wealth Management, LLC | 490 | $786.7K | 0.65% | +217+79.5% | Added |
| BBR Partners, LLC | 491 | $788.3K | 0.06% | −1,122−69.6% | Reduced |
| Kolinsky Wealth Management, LLC | 493 | $791.5K | 0.57% | +56+12.8% | Added |
| DT Investment Partners, LLC | 495 | $794.7K | 0.07% | +13+2.7% | Added |
| Samalin Investment Counsel, LLC | 495 | $795.5K | 0.37% | +52+11.7% | Added |
| Three Seasons Wealth, LLC | 496 | $796.3K | 0.44% | −1,131−69.5% | Reduced |
| Laidlaw Wealth Management LLC | 497 | $797.9K | 0.44% | −127−20.4% | Reduced |
| Red Wave Investments LLC | 498 | $799.5K | 0.29% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 499 | $801.2K | 0.17% | +250+100.4% | Added |
| Carr Financial Group Corp | 499 | $801.8K | 0.26% | +56+12.6% | Added |
| Susquehanna International Group Ltd. | 500 | $802.8K | 0.20% | +500 | New |
| Mirabella Financial Services LLP | 501 | $804.4K | 0.06% | −2,065−80.5% | Reduced |
| Wealthstream Advisors, Inc. | 501 | $805.1K | 0.29% | −128−20.3% | Reduced |
| Patriot Investment Management Inc. | 502 | $805.4K | 0.06% | +2+0.4% | Added |
| TRUE Private Wealth Advisors | 503 | $807.5K | 0.09% | −14−2.7% | Reduced |
| KilterHowling LLC | 503 | $808.3K | 0.55% | +47+10.3% | Added |
| Gilman Hill Asset Management, LLC | 506 | $812.4K | 0.15% | −365−41.9% | Reduced |
| FOCUS Wealth Advisors, LLC | 506 | $812.4K | 0.42% | +14+2.8% | Added |
| Dogwood Wealth Management LLC | 506 | $813.1K | 0.50% | +79+18.5% | Added |
| Pure Financial Advisors, Inc. | 507 | $814.2K | 0.02% | +37+7.9% | Added |
| Sovereign Financial Group, Inc. | 508 | $815.6K | 0.20% | +17+3.5% | Added |
| VeraBank, N.A. | 509 | $817.2K | 0.25% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 510 | $818.2K | 0.18% | +66+14.9% | Added |
| Crown Wealth Group, LLC | 511 | $820.4K | 0.41% | +145+39.6% | Added |
| Thrive Capital Management, LLC | 510 | $821.2K | 0.38% | +206+67.8% | Added |
| M3 Advisory Group, LLC | 512 | $822.7K | 0.68% | +119+30.3% | Added |
| Infrastructure Capital Advisors, LLC | 513 | $823.6K | 0.11% | −237−31.6% | Reduced |
| Shelton Wealth Management, LLC | 513 | $824.1K | 0.49% | −222−30.2% | Reduced |