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; 4,855 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 | 4,855 | $1.40T |
| Q1 2026 | 4,706 | $1.12T |
| Q4 2025 | 4,729 | $1.27T |
| Q3 2025 | 4,295 | $1.17T |
| Q2 2025 | 4,090 | $996.4B |
| Q1 2025 | 3,825 | $597.5B |
| Q4 2024 | 3,918 | $828.2B |
| Q3 2024 | 3,417 | $605.9B |
| Q2 2024 | 3,279 | $561.2B |
| Q1 2024 | 3,070 | $469.0B |
| Q4 2023 | 2,878 | $398.6B |
| Q3 2023 | 2,465 | $277.0B |
| Q2 2023 | 2,393 | $287.4B |
| Q1 2023 | 2,208 | $214.8B |
| Q4 2022 | 2,145 | $189.1B |
| Q3 2022 | 2,012 | $148.9B |
| Q2 2022 | 2,001 | $158.2B |
| Q1 2022 | 2,057 | $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 |
|---|---|---|---|---|---|
| Legacy Advisors, LLC | 2,090 | $3.35M | 0.41% | +573+37.8% | Added |
| Violich Capital Management, Inc. | 2,090 | $3.36M | 0.45% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,093 | $3.36M | 0.15% | +2+0.1% | Added |
| Hilton Capital Management, LLC | 2,096 | $3.37M | 0.28% | +93+4.6% | Added |
| Shay Capital LLC | 2,100 | $3.37M | 0.94% | +2,100 | New |
| Morningstar Investment Services LLC | 2,135 | $3.39M | 0.04% | +314+17.2% | Added |
| Marcum Wealth, LLC | 2,113 | $3.39M | 0.34% | +112+5.6% | Added |
| Skopos Labs, Inc. | 2,514 | $3.39M | 1.46% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,116 | $3.40M | 1.51% | −433−17.0% | Reduced |
| Financial Insights, Inc. | 2,123 | $3.41M | 0.95% | +97+4.8% | Added |
| Anchor Investment Management, LLC | 2,139 | $3.43M | 0.35% | +16+0.8% | Added |
| Security National Bank | 2,140 | $3.44M | 0.50% | +10.0% | Added |
| Trust Co of Vermont | 2,143 | $3.44M | 0.19% | −31−1.4% | Reduced |
| Gryphon Financial Partners LLC | 2,149 | $3.45M | 0.52% | +261+13.8% | Added |
| Exchange Traded Concepts, LLC | 2,150 | $3.45M | 0.09% | −5,120−70.4% | Reduced |
| Genesee Capital Advisors, LLC | 2,155 | $3.46M | 1.70% | −165−7.1% | Reduced |
| Diversify Wealth Management, LLC | 24,424 | $3.47M | 0.43% | +24,424 | New |
| Lineweaver Wealth Advisors, LLC | 2,165 | $3.49M | 0.72% | +152+7.6% | Added |
| Counterweight Ventures, LLC | 2,181 | $3.50M | 2.64% | +76+3.6% | Added |
| Pensionmark Financial Group, LLC | 2,186 | $3.51M | 0.22% | +1,952+834.2% | Added |
| Providence Wealth Advisors, LLC | 2,183 | $3.52M | 2.80% | +39+1.8% | Added |
| Second Line Capital, LLC | 2,198 | $3.53M | 1.08% | +94+4.5% | Added |
| PYA Waltman Capital, LLC | 2,200 | $3.53M | 1.30% | +129+6.2% | Added |
| Crestline Management, LP | 2,200 | $3.53M | 0.28% | −7,173−76.5% | Reduced |
| Aft, Forsyth & Sober, LLC | 2,200 | $3.53M | 1.21% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 2,202 | $3.54M | 1.17% | −38−1.7% | Reduced |
| CBOE Vest Financial, LLC | 2,206 | $3.54M | 0.08% | +290+15.1% | Added |
| AMG National Trust Bank | 2,208 | $3.55M | 0.10% | +428+24.0% | Added |
| Symmetry Partners, LLC | 2,209 | $3.55M | 0.18% | −3,649−62.3% | Reduced |
| CRA Financial Services, LLC | 2,210 | $3.55M | 0.72% | +138+6.7% | Added |
| Leisure Capital Management | 2,211 | $3.55M | 1.65% | −55−2.4% | Reduced |
| Agur Provident & Training Funds Management Ltd | 2,220 | $3.56M | 1.03% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 2,222 | $3.57M | 1.10% | −25−1.1% | Reduced |
| Central Valley Advisors, LLC | 2,236 | $3.57M | 1.96% | −166−6.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,229 | $3.58M | 0.51% | +144+6.9% | Added |
| Zhang Financial LLC | 2,234 | $3.59M | 0.25% | +27+1.2% | Added |
| Bank of Hawaii | 2,236 | $3.59M | 0.16% | +900+67.4% | Added |
| Proquility Private Wealth Partners, LLC | 2,243 | $3.60M | 1.23% | −2−0.1% | Reduced |
| Paradigm Asset Management Co LLC | 2,250 | $3.61M | 1.01% | −2,100−48.3% | Reduced |
| Phoenix Wealth Advisors | 2,250 | $3.61M | 1.81% | −158−6.6% | Reduced |
| AustralianSuper Pty Ltd | 2,252 | $3.62M | 0.02% | −8,824−79.7% | Reduced |
| Birinyi Associates Inc | 2,253 | $3.62M | 1.08% | +2+0.1% | Added |
| Tradition Wealth Management, LLC | 2,253 | $3.62M | 0.35% | −31−1.4% | Reduced |
| Foundations Investment Advisors, LLC | 2,255 | $3.62M | 0.09% | −308−12.0% | Reduced |
| Wolf Group Capital Advisors | 2,259 | $3.63M | 1.43% | −121−5.1% | Reduced |
| Lecap Asset Management Ltd | 2,260 | $3.63M | 0.78% | −1,277−36.1% | Reduced |
| Left Brain Wealth Management, LLC | 2,271 | $3.65M | 1.70% | +13+0.6% | Added |
| Rockline Wealth Management, LLC | 2,275 | $3.65M | 1.13% | +104+4.8% | Added |
| Legacy Wealth Asset Management, LLC | 2,276 | $3.65M | 1.03% | +397+21.1% | Added |
| Kanawha Capital Management LLC | 2,285 | $3.67M | 0.29% | +844+58.6% | Added |
| Regatta Capital Group, LLC | 2,286 | $3.67M | 0.79% | +49+2.2% | Added |
| Warther Private Wealth, LLC | 2,297 | $3.69M | 1.44% | −316−12.1% | Reduced |
| Wellington Shields Capital Management, LLC | 2,302 | $3.70M | 0.67% | +30+1.3% | Added |
| WealthShield Partners, LLC | 2,312 | $3.71M | 0.57% | +73+3.3% | Added |
| Donoghue Forlines LLC | 2,313 | $3.71M | 1.06% | −269−10.4% | Reduced |
| AlTi Global, Inc. | 2,314 | $3.72M | 0.10% | −136−5.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 22,000 | $3.73M | 0.03% | +19,867+931.4% | Added |
| Leonteq Securities AG | 2,330 | $3.74M | 0.52% | +557+31.4% | Added |
| Richard P Slaughter Associates Inc | 2,338 | $3.75M | 0.89% | +4+0.2% | Added |
| AXS Investments LLC | 2,343 | $3.76M | 1.05% | +1,115+90.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,344 | $3.76M | 1.52% | −58−2.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,349 | $3.77M | 0.30% | −23−1.0% | Reduced |
| Cove Private Wealth, LLC | 2,350 | $3.77M | 3.02% | 00.0% | Unchanged |
| IAM Advisory, LLC | 2,352 | $3.78M | 1.02% | +385+19.6% | Added |
| Zions Bancorporation, N.A. | 2,360 | $3.79M | 0.30% | −1,178−33.3% | Reduced |
| TKG Advisors, LLC | 2,363 | $3.79M | 2.06% | +942+66.3% | Added |
| BCM Advisors, LLC | 25,890 | $3.81M | 0.90% | +23,301+900.0% | Added |
| Dorsey & Whitney Trust CO LLC | 2,381 | $3.82M | 0.26% | −167−6.6% | Reduced |
| Lee Financial Co | 2,381 | $3.82M | 0.62% | +2+0.1% | Added |
| West Branch Capital LLC | 2,383 | $3.83M | 1.42% | +75+3.2% | Added |
| Convergence Financial, LLC | 2,386 | $3.83M | 1.01% | +2,386 | New |
| Institute for Wealth Management, LLC. | 2,393 | $3.84M | 0.51% | −34−1.4% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 2,395 | $3.85M | 0.04% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 2,398 | $3.85M | 1.08% | −297−11.0% | Reduced |
| Maven Securities LTD | 2,399 | $3.85M | 0.60% | +213+9.7% | Added |
| Eagle Harbor Asset Management Inc | 2,407 | $3.86M | 4.12% | −73−2.9% | Reduced |
| Proequities, Inc. | 2,421 | $3.89M | 0.24% | +316+15.0% | Added |
| Freedom Day Solutions, LLC | 2,424 | $3.89M | 1.32% | −102−4.0% | Reduced |
| Finivi Inc. | 2,429 | $3.90M | 3.23% | +179+8.0% | Added |
| Cunning Capital Partners, LP | 2,429 | $3.90M | 2.22% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,431 | $3.90M | 0.27% | −164−6.3% | Reduced |
| West Michigan Advisors, LLC | 2,432 | $3.90M | 1.24% | +27+1.1% | Added |
| Capital Planning Advisors, LLC | 2,434 | $3.91M | 0.67% | +67+2.8% | Added |
| Guerra Pan Advisors, LLC | 2,436 | $3.91M | 3.27% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,437 | $3.91M | 0.70% | +58+2.4% | Added |
| Harbor Investment Advisory, LLC | 2,441 | $3.92M | 0.41% | +230+10.4% | Added |
| Boston Trust Walden Corp | 2,443 | $3.92M | 0.03% | −25−1.0% | Reduced |
| M Holdings Securities, Inc. | 2,448 | $3.93M | 0.51% | +2,448 | New |
| Highview Capital Management LLC | 2,449 | $3.93M | 1.63% | −37−1.5% | Reduced |
| Altrius Capital Management Inc | 2,460 | $3.95M | 1.04% | −1,022−29.4% | Reduced |
| Key Financial Inc | 2,464 | $3.96M | 0.95% | −4−0.2% | Reduced |
| Jupiter Wealth Management LLC | 24,621 | $3.96M | 2.10% | +21,956+823.9% | Added |
| Strategic Planning Group, LLC | 2,466 | $3.96M | 0.87% | +118+5.0% | Added |
| Smartleaf Asset Management LLC | 2,501 | $3.97M | 0.65% | +497+24.8% | Added |
| Studio Investment Management LLC | 2,475 | $3.97M | 0.90% | 00.0% | Unchanged |
| Choate Investment Advisors | 2,476 | $3.98M | 0.10% | +116+4.9% | Added |
| Private Advisory Group LLC | 2,479 | $3.98M | 0.52% | −435−14.9% | Reduced |
| Brighton Jones LLC | 2,480 | $3.98M | 0.13% | +133+5.7% | Added |
| PFG Investments, LLC | 2,480 | $3.98M | 0.28% | −245−9.0% | Reduced |
| Old Port Advisors | 2,480 | $3.98M | 1.19% | −170−6.4% | Reduced |