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 |
|---|---|---|---|---|---|
| Westmount Partners, LLC | 4,467 | $7.33M | 2.42% | +29+0.7% | Added |
| Northern Oak Wealth Management Inc | 4,567 | $7.33M | 0.88% | −761−14.3% | Reduced |
| Moseley Investment Management Inc | 4,568 | $7.33M | 3.40% | −102−2.2% | Reduced |
| West Oak Capital, LLC | 4,575 | $7.35M | 2.96% | −263−5.4% | Reduced |
| Wedmont Private Capital | 43,286 | $7.36M | 0.46% | +39,623+1,081.7% | Added |
| Financial Enhancement Group LLC | 50,096 | $7.37M | 1.19% | +43,353+642.9% | Added |
| Private Trust Co NA | 4,600 | $7.39M | 0.80% | +271+6.3% | Added |
| JPL Wealth Management, LLC | 4,613 | $7.41M | 3.63% | +561+13.8% | Added |
| Principal Securities, Inc. | 4,618 | $7.41M | 0.20% | +352+8.3% | Added |
| Stonebrook Private Inc. | 4,628 | $7.43M | 2.14% | +220+5.0% | Added |
| Rothschild Investment LLC | 4,630 | $7.43M | 0.52% | +433+10.3% | Added |
| NorthRock Partners, LLC | 4,726 | $7.44M | 0.28% | +395+9.1% | Added |
| Mather Group, LLC. | 5,644 | $7.48M | 0.09% | +633+12.6% | Added |
| Rathbone Brothers plc | 4,674 | $7.50M | 0.04% | +889+23.5% | Added |
| AE Wealth Management LLC | 4,681 | $7.52M | 0.08% | +797+20.5% | Added |
| Kennedy Investment Group | 4,701 | $7.55M | 3.82% | +561+13.6% | Added |
| Greater Midwest Financial Group, LLC | 47,925 | $7.56M | 4.79% | +42,977+868.6% | Added |
| Miracle Mile Advisors, LLC | 4,721 | $7.58M | 0.18% | +110+2.4% | Added |
| Cigna Investments Inc | 4,723 | $7.58M | 1.42% | +131+2.9% | Added |
| Evercore Wealth Management, LLC | 4,729 | $7.59M | 0.12% | −432−8.4% | Reduced |
| Truvestments Capital LLC | 4,739 | $7.61M | 3.03% | +17+0.4% | Added |
| BOCHK Asset Management Ltd | 4,740 | $7.61M | 2.49% | +4,740 | New |
| Checchi Capital Advisers, LLC | 4,745 | $7.62M | 0.60% | +34+0.7% | Added |
| Turtle Creek Wealth Advisors, LLC | 4,747 | $7.62M | 1.76% | +394+9.1% | Added |
| Strategic Investment Advisors | 4,766 | $7.65M | 0.93% | −149−3.0% | Reduced |
| Gabelli Funds LLC | 4,769 | $7.66M | 0.06% | −334−6.5% | Reduced |
| Chapin Davis, Inc. | 4,773 | $7.66M | 2.62% | +595+14.2% | Added |
| Riggs Asset Managment Co. Inc. | 4,779 | $7.67M | 2.29% | −9−0.2% | Reduced |
| Tectonic Advisors LLC | 4,793 | $7.69M | 0.56% | +5+0.1% | Added |
| Symphony Financial, Ltd. Co. | 4,852 | $7.74M | 1.41% | +913+23.2% | Added |
| EFG Asset Management (North America) Corp. | 4,824 | $7.75M | 1.34% | −456−8.6% | Reduced |
| Rossmore Private Capital | 4,829 | $7.75M | 1.02% | −49−1.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 7,226 | $7.77M | 1.01% | +246+3.5% | Added |
| Trust Asset Management LLC | 4,839 | $7.77M | 0.65% | 00.0% | Unchanged |
| Woodline Partners LP | 4,850 | $7.79M | 0.07% | −942−16.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 4,881 | $7.79M | 0.15% | +261+5.6% | Added |
| Mystic Asset Management, Inc. | 4,859 | $7.80M | 3.15% | −40−0.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 4,876 | $7.83M | 0.16% | −324−6.2% | Reduced |
| Syon Capital LLC | 4,890 | $7.85M | 0.72% | −190−3.7% | Reduced |
| Greenland Capital Management LP | 4,895 | $7.86M | 1.68% | +1,170+31.4% | Added |
| Stablepoint Partners, LLC | 52,533 | $7.89M | 1.53% | +45,466+643.4% | Added |
| Brown Brothers Harriman & Co | 4,947 | $7.94M | 0.06% | +416+9.2% | Added |
| Spears Abacus Advisors LLC | 4,948 | $7.94M | 0.16% | −467−8.6% | Reduced |
| Capstone Investment Advisors, LLC | 4,953 | $7.95M | 0.17% | +1,886+61.5% | Added |
| Quadrant Capital Group LLC | 4,956 | $7.96M | 0.59% | +357+7.8% | Added |
| Atomi Financial Group, Inc. | 4,989 | $8.01M | 0.59% | +969+24.1% | Added |
| Ascent Group, LLC | 4,994 | $8.02M | 0.65% | +743+17.5% | Added |
| Wright Investors Service Inc | 4,998 | $8.02M | 2.11% | +173+3.6% | Added |
| PKO Investment Management Joint-Stock Co | 5,000 | $8.03M | 0.99% | 00.0% | Unchanged |
| Exor Capital LLP | 5,000 | $8.03M | 0.27% | +1,400+38.9% | Added |
| Ogborne Capital Management, LLC | 5,000 | $8.03M | 2.48% | +5,000 | New |
| RDA Financial Network | 5,005 | $8.04M | 2.63% | −227−4.3% | Reduced |
| Icon Wealth Advisors, LLC | 50,099 | $8.05M | 0.72% | +45,201+922.8% | Added |
| Mattern Capital Management, LLC | 5,031 | $8.08M | 1.12% | +220+4.6% | Added |
| Flagship Harbor Advisors, LLC | 5,033 | $8.08M | 0.49% | +606+13.7% | Added |
| Souders Financial Advisors | 5,064 | $8.13M | 1.23% | −122−2.4% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 5,090 | $8.17M | 0.97% | +476+10.3% | Added |
| Ostrum Asset Management | 5,093 | $8.18M | 0.71% | +26+0.5% | Added |
| Bartlett & Co. Wealth Management LLC | 5,108 | $8.20M | 0.12% | −367−6.7% | Reduced |
| First Hawaiian Bank | 5,112 | $8.21M | 0.28% | −134−2.6% | Reduced |
| Royal Fund Management, LLC | 5,128 | $8.30M | 1.12% | +19+0.4% | Added |
| IFG Advisory, LLC | 5,175 | $8.31M | 0.53% | +45+0.9% | Added |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 5,184 | $8.32M | 1.98% | +5,184 | New |
| Foster & Motley Inc | 5,188 | $8.33M | 0.57% | −334−6.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 5,189 | $8.33M | 1.91% | −185−3.4% | Reduced |
| Oakmont Corp | 5,193 | $8.34M | 1.83% | +4,227+437.6% | Added |
| Rheos Capital Works Inc. | 5,200 | $8.35M | 0.44% | −11,100−68.1% | Reduced |
| Valeo Financial Advisors, LLC | 5,230 | $8.40M | 0.26% | +304+6.2% | Added |
| Valicenti Advisory Services Inc | 5,249 | $8.43M | 2.26% | +246+4.9% | Added |
| Spire Wealth Management | 5,258 | $8.44M | 0.30% | +167+3.3% | Added |
| Shaker Investments LLC | 5,283 | $8.48M | 3.69% | −37−0.7% | Reduced |
| Walleye Capital LLC | 5,292 | $8.50M | 0.09% | −8,228−60.9% | Reduced |
| Berry Wealth Group, LP | 5,320 | $8.54M | 6.82% | −156−2.8% | Reduced |
| Sandhill Capital Partners LLC | 5,364 | $8.61M | 0.66% | −373−6.5% | Reduced |
| Tairen Capital Ltd | 5,392 | $8.66M | 0.31% | +5,392 | New |
| Navellier & Associates Inc | 5,418 | $8.70M | 1.02% | −109−2.0% | Reduced |
| Monetary Management Group Inc | 5,427 | $8.71M | 2.30% | +50+0.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,446 | $8.74M | 0.26% | +2,530+86.8% | Added |
| Cary Street Partner Investment Advisory LLC | 5,457 | $8.76M | 0.35% | −217−3.8% | Reduced |
| RBA Wealth Management, LLC | 5,461 | $8.77M | 3.51% | −453−7.7% | Reduced |
| Westwood Wealth Management | 5,475 | $8.79M | 3.47% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 5,479 | $8.80M | 0.04% | −2,699−33.0% | Reduced |
| Asio Capital, LLC | 5,481 | $8.80M | 1.80% | +27+0.5% | Added |
| Community Bank, N.A. | 5,483 | $8.80M | 1.16% | −20−0.4% | Reduced |
| Palogic Value Management, L.P. | 5,500 | $8.83M | 3.74% | −105−1.9% | Reduced |
| Bailard, Inc. | 5,517 | $8.86M | 0.24% | +642+13.2% | Added |
| Ameritas Advisory Services, LLC | 5,521 | $8.86M | 0.33% | +56+1.0% | Added |
| S. R. Schill & Associates | 5,526 | $8.87M | 3.89% | −78−1.4% | Reduced |
| NatWest Group plc | 5,569 | $8.94M | 3.06% | +344+6.6% | Added |
| Community Financial Services Group, LLC | 5,570 | $8.94M | 1.93% | +178+3.3% | Added |
| Waterloo Capital, L.P. | 5,573 | $8.95M | 1.07% | +3+0.1% | Added |
| Stony Point Capital LLC | 5,583 | $8.96M | 2.30% | +5,583 | New |
| Strategic Global Advisors, LLC | 5,618 | $9.02M | 1.89% | −1,775−24.0% | Reduced |
| Moody National Bank Trust Division | 5,622 | $9.03M | 0.70% | −334−5.6% | Reduced |
| Qtron Investments LLC | 5,650 | $9.07M | 1.31% | +334+6.3% | Added |
| Gladstone Institutional Advisory LLC | 5,671 | $9.11M | 0.47% | −69−1.2% | Reduced |
| Larson Financial Group LLC | 5,695 | $9.14M | 0.62% | +116+2.1% | Added |
| ClariVest Asset Management LLC | 5,713 | $9.17M | 0.94% | +1,543+37.0% | Added |
| Capital Investment Advisors, LLC | 5,749 | $9.23M | 0.21% | +130+2.3% | Added |
| Petredis Investment Advisors LLC | 5,758 | $9.24M | 1.03% | +62+1.1% | Added |