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; 4,853 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 | 4,853 | $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 |
|---|---|---|---|---|---|
| Peak Financial Management, Inc. | 155 | $248.9K | 0.08% | −30−16.2% | Reduced |
| Farmers Trust Co | 155 | $248.9K | 0.05% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 155 | $248.9K | 0.04% | +155 | New |
| Sebold Capital Management, Inc. | 155 | $248.9K | 0.17% | +155 | New |
| Total Clarity Wealth Management, Inc. | 155 | $249.5K | 0.09% | −42−21.3% | Reduced |
| Madrona Financial Services, LLC | 156 | $250.5K | 0.08% | +1+0.6% | Added |
| True Link Financial Advisors, LLC | 156 | $250.5K | 0.02% | +156 | New |
| Carson Advisory Inc. | 156 | $250.5K | 0.18% | +156 | New |
| Values Added Financial LLC | 156 | $250.5K | 0.18% | +156 | New |
| Mosaic Family Wealth Partners, LLC | 157 | $251.6K | 0.04% | −4−2.5% | Reduced |
| GFS Advisors, LLC | 128 | $252.0K | 0.04% | +128 | New |
| jvl associates llc | 157 | $252.1K | 0.10% | +157 | New |
| FFG Partners, LLC | 157 | $252.1K | 0.11% | +157 | New |
| Aire Advisors, LLC | 158 | $252.6K | 0.06% | +4+2.6% | Added |
| NCM Capital Management, LLC | 158 | $253.7K | 0.13% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 158 | $253.7K | 0.01% | +158 | New |
| Industrial Alliance Investment Management Inc. | 159 | $255.0K | 0.14% | +159 | New |
| VitalStone Financial, LLC | 159 | $255.3K | 0.19% | −1−0.6% | Reduced |
| Financial Advisors, LLC | 159 | $255.3K | 0.05% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 159 | $255.3K | 0.07% | +4+2.6% | Added |
| EntryPoint Capital, LLC | 159 | $255.3K | 0.12% | +142+835.3% | Added |
| Nordwand Advisors, LLC | 160 | $256.9K | 0.11% | −926−85.3% | Reduced |
| Del-Sette Capital Management, LLC | 160 | $256.9K | 0.21% | +160 | New |
| UMA Financial Services, Inc. | 1,518 | $257.1K | 0.05% | +1,518 | New |
| Maia Wealth LLC | 1,507 | $258.3K | 0.08% | +1,507 | New |
| Cypress Point Wealth Management, LLC | 161 | $258.5K | 0.12% | +161 | New |
| SNS Financial Group, LLC | 161 | $258.5K | 0.03% | +4+2.5% | Added |
| Embree Financial Group | 161 | $258.8K | 0.05% | −18−10.1% | Reduced |
| Frisch Financial Group, Inc. | 161 | $259.0K | 0.08% | −2−1.2% | Reduced |
| Salomon & Ludwin, LLC | 162 | $260.1K | 0.03% | −143−46.9% | Reduced |
| Dimension Capital Management LLC | 162 | $260.1K | 0.05% | −113−41.1% | Reduced |
| Baron Wealth Management LLC | 162 | $260.3K | 0.13% | +162 | New |
| Pioneer Trust Bank N A | 163 | $261.7K | 0.07% | 00.0% | Unchanged |
| Wealthcare Capital Management LLC | 163 | $261.7K | 0.03% | +163 | New |
| BCS Wealth Management | 163 | $262.0K | 0.13% | +163 | New |
| Dakota Community Bank & Trust NA | 164 | $263.3K | 1.42% | −6−3.5% | Reduced |
| MPS Loria Financial Planners, LLC | 164 | $263.3K | 0.08% | +164 | New |
| CWM Advisors, LLC | 165 | $264.9K | 0.03% | −170−50.7% | Reduced |
| Omnia Family Wealth, LLC | 165 | $264.9K | 0.11% | +165 | New |
| Acorn Wealth Advisors, LLC | 165 | $265.0K | 0.13% | +165 | New |
| Pinnacle Bancorp, Inc. | 166 | $266.5K | 0.08% | −32−16.2% | Reduced |
| Moore Capital Management, LP | 166 | $266.5K | 0.01% | +166 | New |
| Cape Investment Advisory, Inc. | 166 | $266.9K | 0.12% | +143+621.7% | Added |
| Redwood Investment Management, LLC | 894 | $268.0K | 0.02% | +129+16.9% | Added |
| Annandale Capital, LLC | 167 | $268.0K | 0.06% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 167 | $268.1K | 0.02% | −2−1.2% | Reduced |
| First United Bank Trust | 167 | $268.1K | 0.10% | 00.0% | Unchanged |
| Albert D Mason Inc | 167 | $268.1K | 0.18% | +167 | New |
| Tempus Wealth Planning, LLC | 167 | $268.1K | 0.11% | +14+9.2% | Added |
| Second Half Financial Partners, LLC | 167 | $268.3K | 0.21% | +2+1.2% | Added |
| Arvest Trust Co N A | 168 | $269.7K | 0.02% | −41−19.6% | Reduced |
| TMD Wealth Management, LLC | 168 | $269.7K | 0.06% | +168 | New |
| Alamar Capital Management, LLC | 168 | $269.7K | 0.16% | +168 | New |
| Hemenway Trust Co LLC | 169 | $271.3K | 0.02% | −10−5.6% | Reduced |
| Inspirion Wealth Advisors, LLC | 169 | $271.3K | 0.04% | −6−3.4% | Reduced |
| Future Financial Wealth Managment LLC | 169 | $272.1K | 0.24% | +14+9.0% | Added |
| NFP Retirement, Inc. | 169 | $272.7K | 0.02% | +169 | New |
| Tower Wealth Partners, Inc. | 170 | $272.9K | 0.17% | −7−4.0% | Reduced |
| Nicolet Bankshares Inc | 170 | $272.9K | 0.07% | 00.0% | Unchanged |
| Shira Ridge Wealth Management | 170 | $272.9K | 0.15% | +10+6.3% | Added |
| Morton Capital Management LLC | 170 | $272.9K | 0.06% | +170 | New |
| Hamilton Point Investment Advisors, LLC | 170 | $273.1K | 0.05% | +170 | New |
| Hexagon Capital Partners LLC | 171 | $273.1K | 0.06% | +17+11.0% | Added |
| Ridgepath Capital Management LLC | 170 | $273.3K | 0.27% | 00.0% | Unchanged |
| Corbyn Investment Management Inc | 171 | $274.5K | 0.11% | −41−19.3% | Reduced |
| Summitry LLC | 171 | $274.5K | 0.01% | −30−14.9% | Reduced |
| Oakwell Private Wealth Management, LLC | 171 | $274.5K | 0.08% | +171 | New |
| KFA Private Wealth Group, LLC | 171 | $274.6K | 0.14% | −29−14.5% | Reduced |
| Southeast Asset Advisors Inc. | 171 | $275.1K | 0.03% | −2−1.2% | Reduced |
| Heritage Wealth Advisors | 172 | $276.2K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 172 | $276.2K | 0.06% | +10+6.2% | Added |
| Clark Asset Management, LLC | 173 | $277.8K | 0.08% | +4+2.4% | Added |
| RiverFront Investment Group, LLC | 1,730 | $277.8K | 0.01% | +1,730 | New |
| Heritage Investment Group, Inc. | 173 | $278.0K | 0.06% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 173 | $278.5K | 0.08% | +5+3.0% | Added |
| Old North State Trust, LLC | 174 | $279.0K | 0.24% | 00.0% | Unchanged |
| Acorns Advisers, LLC | 174 | $279.0K | 0.00% | +174 | New |
| Unionview, LLC | 174 | $279.4K | 0.23% | −4−2.2% | Reduced |
| Old Mission Capital LLC | 175 | $281.0K | 0.01% | −100−36.4% | Reduced |
| Capital Investment Services of America, Inc. | 175 | $281.0K | 0.03% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 175 | $281.0K | 0.02% | 00.0% | Unchanged |
| Tillman Hartley LLC | 175 | $281.0K | 0.10% | 00.0% | Unchanged |
| Meridian Management Co | 175 | $281.0K | 0.08% | +2+1.2% | Added |
| Parkside Investments, LLC | 176 | $282.1K | 0.04% | +2+1.1% | Added |
| US Financial Advisors, LLC | 176 | $282.6K | 0.09% | 00.0% | Unchanged |
| Wealth Group Ltd | 176 | $282.6K | 0.09% | +10+6.0% | Added |
| Sharp Financial Services, LLC | 176 | $282.6K | 0.24% | +176 | New |
| WoodTrust Financial Corp | 176 | $283.0K | 0.04% | −4−2.2% | Reduced |
| Strategic Advisors LLC | 176 | $283.0K | 0.05% | +176 | New |
| Gallacher Capital Management LLC | 176 | $283.1K | 0.15% | −112−38.9% | Reduced |
| Evernest Financial Advisors, LLC | 177 | $283.6K | 0.13% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 177 | $284.0K | 0.07% | 00.0% | Unchanged |
| Sentry LLC | 178 | $285.8K | 0.05% | 00.0% | Unchanged |
| Well Done, LLC | 180 | $289.0K | 0.06% | −8−4.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 180 | $289.0K | 0.09% | 00.0% | Unchanged |
| Wrenne Financial Planning LLC | 180 | $289.1K | 0.20% | +180 | New |
| Sendero Wealth Management, LLC | 181 | $290.6K | 0.05% | −71−28.2% | Reduced |
| Capstone Financial Advisors, Inc. | 181 | $290.8K | 0.02% | +181 | New |
| Mechanics Financial Corp | 182 | $292.2K | 0.15% | +82+82.0% | Added |
| Midwest Financial Group LLC | 182 | $293.0K | 0.19% | 00.0% | Unchanged |