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
- 3,280
- +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 | 4,854 | $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 |
|---|---|---|---|---|---|
| Milestone Resources Group Ltd | 215 | $345.0K | 0.01% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 216 | $346.8K | 0.04% | +5+2.4% | Added |
| Bank of Nova Scotia Trust Co | 2,169 | $348.4K | 0.04% | +1,951+895.0% | Added |
| Madison Asset Management, LLC | 217 | $348.4K | 0.00% | 00.0% | Unchanged |
| DCM Advisors, LLC | 217 | $348.7K | 0.18% | −40−15.6% | Reduced |
| Narus Financial Partners, LLC | 218 | $350.0K | 0.14% | +21+10.7% | Added |
| Compass Ion Advisors, LLC | 265 | $350.6K | 0.05% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 220 | $353.1K | 0.13% | −103−31.9% | Reduced |
| W Advisors, LLC | 220 | $353.2K | 0.23% | +22+11.1% | Added |
| Fulton Breakefield Broenniman LLC | 220 | $353.2K | 0.03% | +48+27.9% | Added |
| Investment Advisory Services Inc | 221 | $355.0K | 0.13% | +2+0.9% | Added |
| Concorde Asset Management, LLC | 221 | $355.5K | 0.22% | −56−20.2% | Reduced |
| Safeguard Financial, LLC | 222 | $355.9K | 0.10% | +222 | New |
| FMB Wealth Management | 222 | $356.4K | 0.27% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 222 | $356.4K | 0.20% | +9+4.2% | Added |
| Navis Wealth Advisors, LLC | 222 | $356.4K | 0.41% | +40+22.0% | Added |
| Rooted Wealth Advisors, Inc. | 2,231 | $358.0K | 0.16% | +2,018+947.4% | Added |
| GHP Investment Advisors, Inc. | 223 | $358.0K | 0.02% | +25+12.6% | Added |
| CBIZ Investment Advisory Services, LLC | 224 | $358.9K | 0.02% | +1+0.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 224 | $359.6K | 0.01% | −5,318−96.0% | Reduced |
| Silver Coast Investments LLC | 224 | $359.6K | 0.15% | −32−12.5% | Reduced |
| Kercheville Advisors, LLC | 224 | $359.6K | 0.16% | 00.0% | Unchanged |
| Ehrlich Financial Group | 224 | $359.9K | 0.28% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 225 | $361.0K | 0.03% | +225 | New |
| Tevis Investment Management | 226 | $362.9K | 0.29% | +1+0.4% | Added |
| Rise Advisors, LLC | 226 | $363.1K | 0.19% | −1−0.4% | Reduced |
| Sentinus, LLC | 227 | $364.5K | 0.12% | +12+5.6% | Added |
| Everett Harris & Co | 227 | $364.5K | 0.00% | +28+14.1% | Added |
| Perfromance Wealth Partners, LLC | 227 | $364.8K | 0.01% | −30−11.7% | Reduced |
| Gillespie Robinson & Grimm Inc | 229 | $367.7K | 0.03% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 229 | $367.7K | 0.35% | +222+3,171.4% | Added |
| Peregrine Asset Advisers, Inc. | 229 | $367.7K | 0.15% | +229 | New |
| Monterey Private Wealth, Inc. | 229 | $367.7K | 0.14% | +229 | New |
| Willis Johnson & Associates, Inc. | 229 | $367.9K | 0.03% | +2+0.9% | Added |
| Empirical Asset Management, LLC | 70,265 | $368.8K | 0.14% | +70,005+26,925.0% | Added |
| Ascension Asset Management LLC | 2,300 | $369.3K | 0.19% | +2,070+900.0% | Added |
| Roth Financial Partners LLC | 230 | $369.3K | 0.16% | 00.0% | Unchanged |
| Accredited Investors Inc. | 230 | $369.8K | 0.02% | −19−7.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 232 | $372.5K | 0.12% | −37−13.8% | Reduced |
| Northstar Group, Inc. | 232 | $372.5K | 0.07% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 233 | $374.0K | 0.05% | +233 | New |
| Custom Index Systems, LLC | 233 | $374.1K | 0.21% | +19+8.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 233 | $374.5K | 0.15% | +55+30.9% | Added |
| RAM Investment Partners, LLC | 234 | $375.2K | 0.11% | +19+8.8% | Added |
| MGO Private Wealth, LLC | 234 | $375.7K | 0.24% | 00.0% | Unchanged |
| White Lighthouse Investment Management Inc. | 234 | $375.7K | 0.07% | +234 | New |
| New Century Financial Group, LLC | 234 | $375.7K | 0.16% | +234 | New |
| LongView Wealth Management | 234 | $375.7K | 0.14% | −4−1.7% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 235 | $377.3K | 0.21% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 236 | $378.9K | 0.37% | +236 | New |
| Palisade Asset Management, LLC | 237 | $380.5K | 0.04% | 00.0% | Unchanged |
| Harbor Advisory Corp | 237 | $380.5K | 0.13% | 00.0% | Unchanged |
| Activest Wealth Management | 237 | $380.6K | 0.13% | +235+11,750.0% | Added |
| Charter Oak Capital Management, LLC | 237 | $380.6K | 0.04% | +7+3.0% | Added |
| Riversedge Advisors, LLC | 237 | $381.1K | 0.09% | +24+11.3% | Added |
| SC&H Financial Advisors, Inc. | 238 | $381.3K | 0.09% | 00.0% | Unchanged |
| Veridan Wealth LLC | 1,384 | $381.4K | 0.15% | +1,384 | New |
| Retirement Planning Group | 238 | $382.1K | 0.02% | +2+0.8% | Added |
| Stansberry Asset Management, LLC | 238 | $382.1K | 0.05% | +10+4.4% | Added |
| JGP Wealth Management, LLC | 238 | $382.3K | 0.05% | −181−43.2% | Reduced |
| One Day In July LLC | 238 | $382.3K | 0.05% | +32+15.5% | Added |
| Auto-Owners Insurance Co | 239 | $383.7K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 239 | $383.7K | 0.02% | +239 | New |
| High Falls Advisors, Inc | 240 | $385.3K | 0.09% | −33−12.1% | Reduced |
| Members Capital Advisors Inc | 240 | $385.3K | 0.45% | 00.0% | Unchanged |
| MA Private Wealth | 240 | $385.3K | 0.08% | 00.0% | Unchanged |
| West Coast Financial LLC | 240 | $385.3K | 0.05% | +30+14.3% | Added |
| Hardman Johnston Global Advisors LLC | 240 | $385.3K | 0.01% | +240 | New |
| Fosun International Ltd | 240 | $385.3K | 0.13% | +240 | New |
| Fielder Capital Group LLC | 241 | $386.2K | 0.15% | −6−2.4% | Reduced |
| Heck Capital Advisors, LLC | 241 | $386.9K | 0.05% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 241 | $386.9K | 0.10% | +3+1.3% | Added |
| DHK Financial Advisors, Inc. | 241 | $386.9K | 0.27% | +241 | New |
| Concentrum Wealth Management | 241 | $387.1K | 0.16% | +72+42.6% | Added |
| Caldwell Sutter Capital, Inc. | 241 | $387.2K | 0.19% | +16+7.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 241 | $388.3K | 0.07% | +241 | New |
| Firethorn Wealth Partners, LLC | 242 | $388.7K | 0.22% | −1−0.4% | Reduced |
| APCM Wealth Management for Individuals | 242 | $389.3K | 0.06% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 243 | $390.1K | 0.43% | −3−1.2% | Reduced |
| McMahon Financial Advisors, LLC | 243 | $390.1K | 0.09% | 00.0% | Unchanged |
| Peterson Wealth Advisors, LLC | 244 | $391.1K | 0.08% | +3+1.2% | Added |
| One Charles Private Wealth Services, LLC | 244 | $391.7K | 0.16% | −3−1.2% | Reduced |
| Armstrong Advisory Group, Inc | 244 | $392.0K | 0.03% | +47+23.9% | Added |
| Mayfair Advisory Group, LLC | 231 | $392.1K | 0.27% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 245 | $393.4K | 0.19% | +57+30.3% | Added |
| Ahl Investment Management, Inc. | 246 | $395.0K | 0.29% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 246 | $395.0K | 0.03% | +1+0.4% | Added |
| Abner Herrman & Brock LLC | 247 | $397.0K | 0.05% | +51+26.0% | Added |
| Hill Island Financial LLC | 247 | $397.3K | 0.13% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 248 | $398.2K | 0.14% | +91+58.0% | Added |
| Eagle Bay Advisors LLC | 249 | $399.8K | 0.24% | −63−20.2% | Reduced |
| Heritage Financial Services, LLC | 249 | $399.8K | 0.06% | −3−1.2% | Reduced |
| Custom Portfolio Group LLC | 249 | $399.8K | 0.31% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 249 | $399.8K | 0.09% | +3+1.2% | Added |
| S&CO Inc | 250 | $401.0K | 0.03% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 250 | $401.4K | 0.23% | +40+19.0% | Added |
| Amussen Hunsaker Associates LLC | 250 | $401.4K | 0.07% | 00.0% | Unchanged |
| Raymond James Trust Co. of NH | 250 | $401.4K | 3.74% | +4+1.6% | Added |
| Lincoln Capital Corp | 250 | $401.4K | 0.17% | +60+31.6% | Added |
| JFS Wealth Advisors, LLC | 250 | $401.6K | 0.03% | −26−9.4% | Reduced |