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 |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 7,348 | $11.8M | 0.60% | +1,775+31.8% | Added |
| Systematic Alpha Investments, LLC | 73,551 | $11.8M | 0.45% | +66,195+899.9% | Added |
| Ballentine Partners, LLC | 7,359 | $11.8M | 0.22% | +576+8.5% | Added |
| Cumberland Partners Ltd | 7,361 | $11.8M | 0.86% | +221+3.1% | Added |
| Columbia Asset Management | 7,367 | $11.8M | 2.23% | −459−5.9% | Reduced |
| Wedbush Securities Inc | 7,377 | $11.8M | 0.42% | +417+6.0% | Added |
| Fogel Capital Management, Inc. | 7,382 | $11.9M | 6.31% | +7,382 | New |
| Geneos Wealth Management Inc. | 7,405 | $11.9M | 0.53% | −658−8.2% | Reduced |
| Koshinski Asset Management, Inc. | 6,865 | $11.9M | 1.10% | −196−2.8% | Reduced |
| STF Management LP | 7,416 | $11.9M | 5.02% | −361−4.6% | Reduced |
| Consolidated Planning Corp | 7,427 | $11.9M | 1.97% | +404+5.8% | Added |
| Wealth Advisors of Tampa Bay, LLC | 7,428 | $11.9M | 5.56% | +12+0.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,498 | $12.0M | 4.97% | −109−1.4% | Reduced |
| Unisphere Establishment | 7,500 | $12.0M | 0.12% | +7,500 | New |
| SFE Investment Counsel | 7,517 | $12.1M | 2.68% | −837−10.0% | Reduced |
| Greystone Financial Group, LLC | 7,518 | $12.1M | 2.36% | −602−7.4% | Reduced |
| Covenant Asset Management, LLC | 7,525 | $12.1M | 2.72% | +106+1.4% | Added |
| Journey Advisory Group, LLC | 7,572 | $12.2M | 1.45% | −240−3.1% | Reduced |
| Girard Partners Ltd. | 7,571 | $12.2M | 1.15% | +4,002+112.1% | Added |
| Headlands Technologies LLC | 7,597 | $12.2M | 1.29% | +4,328+132.4% | Added |
| Boyd Watterson Asset Management LLC | 7,599 | $12.2M | 3.48% | −136−1.8% | Reduced |
| LS Investment Advisors, LLC | 7,620 | $12.2M | 1.91% | −24−0.3% | Reduced |
| Western Wealth Management, LLC | 7,641 | $12.3M | 0.91% | +19+0.2% | Added |
| Eagle Capital Management, LLC | 7,651 | $12.3M | 5.41% | −1,784−18.9% | Reduced |
| Torray LLC | 7,688 | $12.3M | 1.84% | −17−0.2% | Reduced |
| HTLF Bank | 7,689 | $12.3M | 1.40% | −274−3.4% | Reduced |
| Paradiem, LLC | 7,718 | $12.4M | 3.11% | +676+9.6% | Added |
| Ritholtz Wealth Management | 7,752 | $12.4M | 0.41% | +282+3.8% | Added |
| 1832 Asset Management L.P. | 77,539 | $12.4M | 0.02% | +17,965+30.2% | Added |
| GYL Financial Synergies, LLC | 7,774 | $12.5M | 0.96% | −1,050−11.9% | Reduced |
| Signaturefd, LLC | 7,796 | $12.5M | 0.25% | +406+5.5% | Added |
| KCM Investment Advisors LLC | 7,803 | $12.5M | 0.45% | −29−0.4% | Reduced |
| Citizens Financial Group Inc | 7,806 | $12.5M | 0.28% | +3,441+78.8% | Added |
| NWK Group, Inc. | 7,831 | $12.6M | 5.28% | +18+0.2% | Added |
| Scott & Selber, Inc. | 7,872 | $12.6M | 4.03% | +103+1.3% | Added |
| Savoie Capital LLC | 7,929 | $12.7M | 1.65% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,977 | $12.8M | 0.40% | +1,735+27.8% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $12.8M | 2.92% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 8,003 | $12.8M | 1.26% | +704+9.6% | Added |
| Visionary Wealth Advisors | 8,041 | $12.9M | 0.84% | +110+1.4% | Added |
| Bellwether Advisors, LLC | 8,066 | $13.0M | 2.72% | +2,273+39.2% | Added |
| Great Valley Advisor Group, Inc. | 8,075 | $13.0M | 0.36% | −141−1.7% | Reduced |
| EverSource Wealth Advisors, LLC | 81,225 | $13.1M | 0.87% | +73,134+903.9% | Added |
| Muhlenkamp & Co Inc | 8,129 | $13.1M | 4.07% | −7,756−48.8% | Reduced |
| Reliant Investment Management, LLC | 8,148 | $13.1M | 6.16% | −608−6.9% | Reduced |
| Summit Financial, LLC | 8,164 | $13.1M | 0.60% | +1,525+23.0% | Added |
| Baldwin Investment Management, LLC | 8,228 | $13.2M | 1.81% | −51−0.6% | Reduced |
| Martingale Asset Management L P | 8,306 | $13.3M | 0.29% | −18,469−69.0% | Reduced |
| LGT Fund Management Co Ltd. | 8,313 | $13.3M | 1.66% | +5,258+172.1% | Added |
| Traynor Capital Management, Inc. | 8,402 | $13.5M | 1.14% | +3,544+73.0% | Added |
| Kingswood Wealth Advisors, LLC | 8,436 | $13.5M | 1.22% | +4,238+101.0% | Added |
| Meeder Advisory Services, Inc. | 8,490 | $13.6M | 0.96% | +2,114+33.2% | Added |
| NBC Securities, Inc. | 8,494 | $13.6M | 1.24% | +80+1.0% | Added |
| Spirepoint Private Client, LLC | 8,505 | $13.7M | 1.94% | −124−1.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 8,539 | $13.7M | 1.27% | −543−6.0% | Reduced |
| Kingsview Wealth Management, LLC | 8,588 | $13.8M | 0.33% | +163+1.9% | Added |
| TCG Advisory Services, LLC | 8,589 | $13.8M | 0.66% | +579+7.2% | Added |
| Clearstead Advisors, LLC | 8,590 | $13.8M | 0.24% | +3,640+73.5% | Added |
| Knights of Columbus Asset Advisors LLC | 8,601 | $13.8M | 0.90% | −1,216−12.4% | Reduced |
| Cullen Investment Group, Ltd. | 8,605 | $13.8M | 2.20% | +123+1.5% | Added |
| Grimes & Company, Inc. | 8,620 | $13.8M | 0.41% | −1,935−18.3% | Reduced |
| Merit Financial Group, LLC | 8,621 | $13.8M | 0.31% | +2,479+40.4% | Added |
| Loup Funds, LLC | 8,666 | $13.9M | 5.05% | +8,666 | New |
| SeaCrest Wealth Management, LLC | 8,683 | $13.9M | 1.59% | +566+7.0% | Added |
| Eastover Investment Advisors LLC | 8,484 | $14.1M | 6.73% | −100−1.2% | Reduced |
| Wetherby Asset Management Inc | 8,771 | $14.1M | 0.67% | +205+2.4% | Added |
| Engineers Gate Manager LP | 8,792 | $14.1M | 0.32% | +8,792 | New |
| Point72 Italy, S.r.l. | 8,800 | $14.1M | 6.12% | +8,800 | New |
| Citizens National Bank Trust Department | 8,968 | $14.4M | 3.21% | −276−3.0% | Reduced |
| Strategy Asset Managers LLC | 16,619 | $14.4M | 3.22% | +1,815+12.3% | Added |
| KP Management LLC | 9,000 | $14.4M | 5.44% | +2,500+38.5% | Added |
| Steamboat Capital Partners, LLC | 9,000 | $14.4M | 5.30% | −3,350−27.1% | Reduced |
| Sumitomo Life Insurance Co | 9,661 | $14.5M | 0.33% | +3,819+65.4% | Added |
| Boothbay Fund Management, LLC | 9,108 | $14.6M | 0.47% | +8,291+1,014.8% | Added |
| Spectrum Wealth Counsel, LLC | 9,109 | $14.6M | 1.85% | −367−3.9% | Reduced |
| FRG Family Wealth Advisors LLC | 101,797 | $14.7M | 2.84% | +91,718+910.0% | Added |
| Vantage Investment Partners, LLC | 9,227 | $14.8M | 1.34% | −125−1.3% | Reduced |
| Richard Bernstein Advisors LLC | 9,272 | $14.9M | 0.33% | +648+7.5% | Added |
| Van Hulzen Asset Management, LLC | 9,280 | $14.9M | 1.00% | −7,665−45.2% | Reduced |
| Oak Harvest Investment Services | 9,343 | $15.0M | 2.37% | −109−1.2% | Reduced |
| Everence Capital Management Inc | 11,549 | $15.0M | 1.04% | 00.0% | Unchanged |
| Vancity Investment Management Ltd | 11,550 | $15.0M | 0.95% | +5,775+100.0% | Added |
| Cornerstone Wealth Group, LLC | 9,405 | $15.1M | 1.35% | +81+0.9% | Added |
| Nomura Holdings Inc | 9,413 | $15.1M | 0.10% | +6,457+218.4% | Added |
| Mitchell Capital Management Co | 9,434 | $15.1M | 2.67% | +90+1.0% | Added |
| Berkshire Capital Holdings Inc | 9,450 | $15.2M | 6.14% | +1,870+24.7% | Added |
| Country Club Bank | 9,566 | $15.2M | 1.05% | −133−1.4% | Reduced |
| Cyrus J. Lawrence, LLC | 9,479 | $15.2M | 3.15% | −6−0.1% | Reduced |
| Commonwealth Retirement Investments LLC | 9,525 | $15.3M | 7.00% | −1,513−13.7% | Reduced |
| DRW Securities, LLC | 9,529 | $15.3M | 0.94% | +2,975+45.4% | Added |
| CSM Advisors, LLC | 9,531 | $15.3M | 1.08% | −399−4.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 9,533 | $15.3M | 0.25% | −40.0% | Reduced |
| Boston Financial Mangement LLC | 9,549 | $15.3M | 0.49% | −191−2.0% | Reduced |
| Venture Visionary Partners LLC | 9,551 | $15.3M | 0.71% | −284−2.9% | Reduced |
| Sustainable Insight Capital Management, LLC | 9,572 | $15.4M | 7.70% | +2,043+27.1% | Added |
| Northeast Financial Consultants Inc | 9,594 | $15.4M | 0.71% | +17+0.2% | Added |
| Mission Wealth Management, LP | 9,621 | $15.4M | 0.42% | −488−4.8% | Reduced |
| Albion Financial Group | 9,632 | $15.5M | 1.17% | −676−6.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 9,645 | $15.5M | 0.53% | −59−0.6% | Reduced |
| Sonora Investment Management Group, LLC | 11,745 | $15.6M | 1.22% | 00.0% | Unchanged |