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 |
|---|---|---|---|---|---|
| King Wealth | 250 | $402.0K | 0.07% | −4−1.6% | Reduced |
| Wexford Capital LP | 251 | $403.0K | 0.10% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 251 | $403.1K | 0.10% | +8+3.3% | Added |
| City Center Advisors, LLC | 303 | $403.3K | 0.48% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 251 | $403.7K | 0.15% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 252 | $404.6K | 0.21% | 00.0% | Unchanged |
| Breakwater Capital Group | 252 | $404.6K | 0.09% | +5+2.0% | Added |
| Richardson Financial Services Inc. | 2,448 | $404.6K | 0.29% | +2,303+1,588.3% | Added |
| ICA Group Wealth Management, LLC | 253 | $406.3K | 0.24% | −1,045−80.5% | Reduced |
| Foguth Wealth Management, LLC. | 255 | $408.6K | 0.18% | −50−16.4% | Reduced |
| Stonebridge Capital Advisors LLC | 257 | $411.9K | 0.04% | +31+13.7% | Added |
| Brooks, Moore & Associates, Inc. | 257 | $412.6K | 0.27% | −80−23.7% | Reduced |
| Bordeaux Wealth Advisors LLC | 257 | $412.6K | 0.08% | +26+11.3% | Added |
| OneAscent Financial Services LLC | 257 | $413.0K | 0.06% | +1+0.4% | Added |
| Creekside Partners | 258 | $414.0K | 0.23% | +258 | New |
| First Bank & Trust | 258 | $414.2K | 0.08% | +46+21.7% | Added |
| Opal Wealth Advisors, LLC | 260 | $416.7K | 0.13% | −84−24.4% | Reduced |
| Covestor Ltd | 260 | $419.0K | 0.27% | −298−53.4% | Reduced |
| High Net Worth Advisory Group LLC | 261 | $419.0K | 0.13% | +10+4.0% | Added |
| Sutton Place Investors LLC | 261 | $419.0K | 0.28% | +29+12.5% | Added |
| Crestmont Private Wealth LLC | 261 | $419.0K | 0.20% | +89+51.7% | Added |
| Golden Road Advisors LLC | 242 | $419.5K | 0.35% | +4+1.7% | Added |
| Cape Cod Five Cents Savings Bank | 262 | $420.6K | 0.04% | −24−8.4% | Reduced |
| Principle Wealth Partners LLC | 263 | $421.5K | 0.03% | −10−3.7% | Reduced |
| Atticus Wealth Management, LLC | 263 | $421.7K | 0.14% | −37−12.3% | Reduced |
| Echo45 Advisors LLC | 263 | $422.3K | 0.30% | −45−14.6% | Reduced |
| Granite Harbor Advisors, Inc. | 263 | $422.3K | 0.27% | −7−2.6% | Reduced |
| MV Capital Management, Inc. | 263 | $422.3K | 0.05% | +21+8.7% | Added |
| Swisher Financial Concepts, Inc. | 255 | $423.0K | 0.43% | −27−9.6% | Reduced |
| Royal Capital Wealth Management, LLC | 264 | $423.9K | 0.32% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 264 | $423.9K | 0.07% | +12+4.8% | Added |
| Platform Technology Partners | 265 | $424.9K | 0.15% | +265 | New |
| Ritter Daniher Financial Advisory LLC | 265 | $425.5K | 0.14% | +15+6.0% | Added |
| Luts & Greenleigh Group, Inc | 266 | $426.4K | 0.44% | +266 | New |
| Opinicus Capital, Inc. | 266 | $426.6K | 0.36% | +266 | New |
| Occidental Asset Management, LLC | 267 | $428.7K | 0.08% | +4+1.5% | Added |
| waypoint wealth counsel | 267 | $428.7K | 0.33% | +9+3.5% | Added |
| WNY Asset Management, LLC | 268 | $430.1K | 0.06% | −47−14.9% | Reduced |
| Cascade Financial Partners, LLC | 268 | $430.3K | 0.06% | +2+0.8% | Added |
| First National Bank of Omaha | 268 | $430.3K | 0.03% | −34,124−99.2% | Reduced |
| Ergawealth Advisors, Inc. | 268 | $430.3K | 0.23% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 268 | $430.3K | 0.03% | −31−10.4% | Reduced |
| Lee Danner & Bass Inc | 269 | $432.0K | 0.03% | +269 | New |
| Falcon Wealth Planning | 271 | $434.6K | 0.06% | +21+8.4% | Added |
| Yakira Capital Management, Inc. | 272 | $436.7K | 0.17% | −14−4.9% | Reduced |
| Sunburst Financial Group, LLC | 272 | $436.7K | 0.12% | +26+10.6% | Added |
| Eagle Wealth Strategies LLC | 273 | $437.5K | 0.35% | −126−31.6% | Reduced |
| Fortis Capital Advisors, LLC | 273 | $438.3K | 0.16% | +3+1.1% | Added |
| Ellis Investment Partners, LLC | 273 | $438.8K | 0.09% | +28+11.4% | Added |
| Goodman Financial Corp | 274 | $439.8K | 0.10% | +274 | New |
| Armbruster Capital Management, Inc. | 274 | $439.9K | 0.09% | +274 | New |
| J.Safra Asset Management Corp | 275 | $441.5K | 0.04% | +208+310.4% | Added |
| United Advisor Group, LLC | 275 | $441.5K | 0.14% | +275 | New |
| MSH Capital Advisors LLC | 276 | $443.6K | 0.15% | −1−0.4% | Reduced |
| Hemington Wealth Management | 277 | $444.0K | 0.15% | +16+6.1% | Added |
| M. Kraus & Co | 277 | $444.7K | 0.14% | 00.0% | Unchanged |
| Whelan Financial | 277 | $444.8K | 0.20% | +15+5.7% | Added |
| CAP Partners, LLC | 279 | $447.3K | 0.36% | +24+9.4% | Added |
| Weaver Consulting Group | 279 | $447.9K | 0.16% | −9−3.1% | Reduced |
| Pine Haven Investment Counsel, Inc | 279 | $447.9K | 0.39% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 280 | $449.5K | 0.03% | +9+3.3% | Added |
| Blume Capital Management, Inc. | 280 | $449.5K | 0.11% | −10−3.4% | Reduced |
| American Institute for Advanced Investment Management, LLP | 280 | $449.5K | 0.34% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 280 | $450.0K | 0.11% | +1+0.4% | Added |
| SP Asset Management LLC | 281 | $450.5K | 0.04% | +103+57.9% | Added |
| Eagle Global Advisors LLC | 281 | $451.2K | 0.02% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 281 | $451.2K | 0.11% | +45+19.1% | Added |
| Wallace Hart LLC | 283 | $454.4K | 0.35% | +283 | New |
| Country Trust Bank | 284 | $456.0K | 0.01% | 00.0% | Unchanged |
| AJOVista, LLC | 284 | $456.0K | 1.31% | +3+1.1% | Added |
| Waters Parkerson & Co., LLC | 284 | $456.0K | 0.02% | −116−29.0% | Reduced |
| Alesco Advisors LLC | 286 | $459.1K | 0.02% | +67+30.6% | Added |
| Voisard Asset Management Group, Inc. | 286 | $459.2K | 0.22% | +74+34.9% | Added |
| Destination Wealth Management | 289 | $463.7K | 0.02% | +5+1.8% | Added |
| 1776 Wealth LLC | 289 | $464.0K | 0.21% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 272 | $464.0K | 0.16% | −5−1.8% | Reduced |
| Old Mission Investment Co LLC | 289 | $464.4K | 0.15% | +47+19.4% | Added |
| Fulcrum Capital LLC | 290 | $465.6K | 0.11% | −83−22.3% | Reduced |
| Watershed Private Wealth LLC | 290 | $465.6K | 0.20% | 00.0% | Unchanged |
| Collective Family Office LLC | 291 | $467.2K | 0.14% | +65+28.8% | Added |
| Roberts Wealth Advisors, LLC | 270 | $468.0K | 0.16% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 291 | $468.0K | 0.32% | +2+0.7% | Added |
| Pettinga Financial Advisors, LLC | 292 | $468.5K | 0.12% | +22+8.1% | Added |
| Ullmann Financial Group, Inc. | 292 | $468.9K | 0.07% | +29+11.0% | Added |
| O'Dell Group, LLC | 356 | $471.8K | 0.12% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 294 | $472.5K | 0.29% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 294 | $473.0K | 0.44% | −13−4.2% | Reduced |
| Sand Hill Global Advisors, LLC | 295 | $473.6K | 0.02% | +295 | New |
| CenterStar Asset Management, LLC | 296 | $475.8K | 0.72% | +296 | New |
| BlueSpruce Investments, LP | 298 | $478.4K | 0.01% | +298 | New |
| Westshore Wealth, LLC | 298 | $478.7K | 0.20% | −4−1.3% | Reduced |
| Kirtland Hills Capital Management, LLC | 299 | $480.3K | 0.40% | +10+3.5% | Added |
| McLean Asset Management Corp | 276 | $481.6K | 0.16% | +16+6.2% | Added |
| Financial Sense Advisors, Inc. | 300 | $481.7K | 0.15% | −167−35.8% | Reduced |
| Meyer Handelman Co | 300 | $481.7K | 0.02% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 300 | $482.2K | 0.26% | +300 | New |
| Invst, LLC | 294 | $482.5K | 0.05% | +20+7.3% | Added |
| Dark Forest Capital Management LP | 302 | $484.9K | 0.09% | −151−33.3% | Reduced |
| Montz Harcus Wealth Management LLC | 303 | $486.8K | 0.32% | −15−4.7% | Reduced |
| Invictus Private Wealth, LLC | 304 | $488.1K | 0.04% | −7−2.3% | Reduced |