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
- 3,279
- +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
- 1,175 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 |
|---|---|---|---|---|---|
| Mattson Financial Services, LLC | 1,451 | $2.33M | 0.83% | +1,451 | New |
| Camden Capital, LLC | 1,451 | $2.33M | 0.19% | +128+9.7% | Added |
| Triasima Portfolio Management inc. | 1,452 | $2.33M | 0.21% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 1,457 | $2.34M | 0.55% | +22+1.5% | Added |
| AA Financial Advisors, LLC | 1,458 | $2.34M | 0.83% | −129−8.1% | Reduced |
| Stokes Family Office, LLC | 1,470 | $2.36M | 0.28% | +73+5.2% | Added |
| Parkside Financial Bank & Trust | 1,471 | $2.36M | 0.37% | +7+0.5% | Added |
| MONECO Advisors, LLC | 1,480 | $2.38M | 0.35% | +13+0.9% | Added |
| Ogorek Anthony Joseph | 1,485 | $2.38M | 0.83% | +20+1.4% | Added |
| Summit Global Investments | 1,486 | $2.38M | 0.16% | +885+147.3% | Added |
| Mendel Money Management | 1,486 | $2.39M | 1.12% | −28−1.8% | Reduced |
| BKD Wealth Advisors, LLC | 1,489 | $2.39M | 0.06% | +545+57.7% | Added |
| Oak Harbor Wealth Partners, LLC | 1,491 | $2.39M | 0.75% | −7−0.5% | Reduced |
| AdvisorNet Financial, Inc | 1,497 | $2.40M | 0.22% | +42+2.9% | Added |
| Bright Futures Wealth Management, LLC. | 16,739 | $2.41M | 1.30% | +15,205+991.2% | Added |
| Marietta Investment Partners LLC | 1,500 | $2.41M | 0.53% | −110−6.8% | Reduced |
| E&G Advisors, LP | 1,500 | $2.41M | 0.71% | −50−3.2% | Reduced |
| Herold Advisors, Inc. | 1,500 | $2.41M | 0.56% | +31+2.1% | Added |
| Legacy Financial Advisors, Inc. | 1,507 | $2.42M | 0.43% | +37+2.5% | Added |
| Savvy Advisors, Inc. | 1,512 | $2.43M | 0.79% | +788+108.8% | Added |
| Sierra Summit Advisors LLC | 1,518 | $2.44M | 0.60% | +173+12.9% | Added |
| KC Investment Advisors, LLC | 1,520 | $2.44M | 1.21% | +40+2.7% | Added |
| Intrua Financial, LLC | 1,521 | $2.44M | 0.40% | −426−21.9% | Reduced |
| Wellington Shields & Co., LLC | 1,521 | $2.44M | 0.80% | +10+0.7% | Added |
| Lederer & Associates Investment Counsel | 1,525 | $2.45M | 1.77% | −184−10.8% | Reduced |
| Balboa Wealth Partners | 1,528 | $2.45M | 0.65% | +129+9.2% | Added |
| Oxbow Advisors, LLC | 1,533 | $2.46M | 0.29% | +80+5.5% | Added |
| Leeward Financial Partners, LLC | 1,535 | $2.46M | 1.00% | +1,375+859.4% | Added |
| Ignite Planners, LLC | 1,450 | $2.47M | 0.60% | +4+0.3% | Added |
| Saxon Interests, Inc. | 1,539 | $2.47M | 1.18% | +34+2.3% | Added |
| United Asset Strategies, Inc. | 1,546 | $2.48M | 0.24% | +556+56.2% | Added |
| Weaver C. Barksdale & Associates, Inc. | 1,548 | $2.48M | 2.36% | −300−16.2% | Reduced |
| KRS Capital Management, LLC | 1,552 | $2.49M | 1.86% | +51+3.4% | Added |
| Transamerica Financial Advisors, Inc. | 1,553 | $2.49M | 0.27% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 1,555 | $2.50M | 0.32% | +582+59.8% | Added |
| Doliver Advisors, LP | 1,559 | $2.50M | 0.70% | +24+1.6% | Added |
| Strategic Blueprint, LLC | 1,560 | $2.51M | 0.17% | +233+17.6% | Added |
| Williamson Legacy Group, LLC | 1,563 | $2.51M | 1.87% | +274+21.3% | Added |
| Letson Investment Management, Inc. | 1,568 | $2.52M | 1.11% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 1,568 | $2.52M | 1.24% | +21+1.4% | Added |
| Campbell & CO Investment Adviser LLC | 1,569 | $2.52M | 0.21% | +1,569 | New |
| Quotient Wealth Partners, LLC | 1,571 | $2.52M | 0.09% | +260+19.8% | Added |
| Arlington Trust Co LLC | 1,572 | $2.52M | 0.59% | −240−13.2% | Reduced |
| Financial Advocates Investment Management | 1,573 | $2.53M | 0.16% | −627−28.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,575 | $2.53M | 1.38% | −8−0.5% | Reduced |
| Nikulski Financial, Inc. | 1,576 | $2.53M | 0.81% | +5+0.3% | Added |
| Delta Financial Advisors LLC | 1,577 | $2.53M | 0.98% | +29+1.9% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,580 | $2.54M | 0.13% | +911+136.2% | Added |
| Leavell Investment Management, Inc. | 1,580 | $2.54M | 0.14% | +202+14.7% | Added |
| Passumpsic Savings Bank | 1,589 | $2.55M | 1.83% | +62+4.1% | Added |
| Baader Bank INC | 1,695 | $2.55M | 0.20% | +730+75.6% | Added |
| Everpar Advisors LLC | 1,592 | $2.56M | 1.28% | +264+19.9% | Added |
| Trust Co of Toledo NA | 1,593 | $2.56M | 0.37% | +42+2.7% | Added |
| Hilltop National Bank | 1,593 | $2.56M | 0.82% | −18−1.1% | Reduced |
| Prudent Man Advisors, LLC | 1,594 | $2.56M | 0.90% | −101−6.0% | Reduced |
| Caldwell Investment Management Ltd. | 1,600 | $2.57M | 1.93% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 1,599 | $2.57M | 0.50% | +401+33.5% | Added |
| Symmetry Investments LP | 1,600 | $2.57M | 0.32% | +1,600 | New |
| Pinnacle Financial Partners Inc | 1,633 | $2.57M | 0.06% | +56+3.6% | Added |
| Consilium Wealth Advisory, LLC | 1,605 | $2.58M | 1.41% | −52−3.1% | Reduced |
| Wolff Wiese Magana LLC | 1,608 | $2.58M | 2.05% | −56−3.4% | Reduced |
| Cinctive Capital Management LP | 1,613 | $2.59M | 0.14% | −250−13.4% | Reduced |
| Physicians Financial Services, Inc. | 1,613 | $2.59M | 0.84% | −5−0.3% | Reduced |
| Money Concepts Capital Corp | 1,614 | $2.59M | 0.22% | +6+0.4% | Added |
| Knollwood Investment Advisory, LLC | 1,615 | $2.59M | 0.29% | +1,615 | New |
| Smithfield Trust Co | 1,625 | $2.61M | 0.14% | +119+7.9% | Added |
| Precedent Wealth Partners, LLC | 1,627 | $2.61M | 1.05% | +50+3.2% | Added |
| Taylor & Morgan Wealth Management, LLC | 1,628 | $2.61M | 1.85% | −47−2.8% | Reduced |
| Aigen Investment Management, LP | 1,628 | $2.61M | 0.51% | +1,628 | New |
| Brown Miller Wealth Management, LLC | 1,632 | $2.62M | 1.09% | +3+0.2% | Added |
| Lifeworks Advisors, LLC | 1,634 | $2.62M | 0.73% | −180−9.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,635 | $2.63M | 0.05% | −150−8.4% | Reduced |
| Darwin Advisors, LLC | 1,644 | $2.64M | 1.31% | −63−3.7% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 1,647 | $2.64M | 0.64% | 00.0% | Unchanged |
| Optimist Retirement Group LLC | 1,647 | $2.65M | 1.39% | −457−21.7% | Reduced |
| Capital Markets Trading UK LLP | 1,657 | $2.66M | 1.95% | +1,657 | New |
| Americana Partners, LLC | 1,657 | $2.66M | 0.21% | −553−25.0% | Reduced |
| Cutter & CO Brokerage, Inc. | 1,658 | $2.66M | 0.65% | −93−5.3% | Reduced |
| Riverstone Advisors, LLC | 1,660 | $2.67M | 1.64% | +135+8.9% | Added |
| Capital Advisors Wealth Management, LLC | 1,661 | $2.67M | 0.53% | +139+9.1% | Added |
| Lyell Wealth Management, LP | 1,663 | $2.67M | 0.25% | +49+3.0% | Added |
| West Paces Advisors Inc. | 1,663 | $2.67M | 0.70% | −108−6.1% | Reduced |
| ICW Investment Advisors LLC | 1,666 | $2.67M | 1.21% | −16−1.0% | Reduced |
| Northern Financial Advisors Inc | 1,671 | $2.68M | 2.15% | −319−16.0% | Reduced |
| Redwood Wealth Management Group, LLC | 1,677 | $2.69M | 2.03% | +19+1.1% | Added |
| Central Pacific Bank - Trust Division | 1,679 | $2.70M | 0.32% | −224−11.8% | Reduced |
| Simmons Bank | 1,679 | $2.70M | 0.20% | −14−0.8% | Reduced |
| Allianz SE | 16,815 | $2.70M | 0.08% | −1,486−8.1% | Reduced |
| Cavalier Investments, LLC | 1,682 | $2.70M | 0.83% | −2,463−59.4% | Reduced |
| Montecito Bank & Trust | 1,684 | $2.70M | 0.55% | −47−2.7% | Reduced |
| Munro Partners | 1,690 | $2.71M | 0.10% | +10+0.6% | Added |
| Cypress Capital, LLC | 1,693 | $2.72M | 0.74% | −248−12.8% | Reduced |
| Griffin Asset Management, Inc. | 1,693 | $2.72M | 0.31% | −77−4.4% | Reduced |
| Proficio Capital Partners LLC | 1,697 | $2.73M | 0.29% | +53+3.2% | Added |
| Nippon Life Global Investors Americas, Inc. | 1,700 | $2.73M | 0.12% | 00.0% | Unchanged |
| Gardner Lewis Asset Management L P | 1,700 | $2.73M | 0.76% | +394+30.2% | Added |
| Princeton Capital Management LLC | 1,703 | $2.73M | 0.89% | +104+6.5% | Added |
| Creegan & Nassoura Financial Group, LLC | 1,704 | $2.74M | 1.88% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 1,710 | $2.75M | 0.39% | +341+24.9% | Added |
| Inspire Trust Co, N.A. | 1,713 | $2.75M | 0.91% | +712+71.1% | Added |