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 |
|---|---|---|---|---|---|
| Curated Wealth Partners LLC | 304 | $488.1K | 0.07% | +304 | New |
| Apella Capital, LLC | 282 | $488.7K | 0.02% | +39+16.0% | Added |
| Beacon Financial Advisory LLC | 305 | $489.5K | 0.18% | +1+0.3% | Added |
| Private Client Services, LLC | 305 | $489.6K | 0.31% | +21+7.4% | Added |
| Cornercap Investment Counsel Inc | 305 | $489.7K | 0.08% | −16−5.0% | Reduced |
| Integrated Investment Consultants, LLC | 370 | $490.0K | 0.13% | 00.0% | Unchanged |
| Quantbot Technologies LP | 306 | $491.3K | 0.02% | −544−64.0% | Reduced |
| Hudson Value Partners, LLC | 307 | $492.9K | 0.21% | −1−0.3% | Reduced |
| Mairs & Power Inc | 308 | $494.5K | 0.00% | +35+12.8% | Added |
| Wetzel Investment Advisors, Inc. | 374 | $495.7K | 0.28% | −43−10.3% | Reduced |
| Hibernia Wealth Partners, LLC | 310 | $496.1K | 0.17% | +310 | New |
| RKL Wealth Management LLC | 310 | $498.4K | 0.05% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 311 | $499.3K | 0.27% | −380−55.0% | Reduced |
| Blue Investment Partners LLC | 311 | $499.3K | 0.23% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 311 | $499.7K | 0.05% | +7+2.3% | Added |
| Versant Capital Management, Inc | 312 | $500.9K | 0.13% | +85+37.4% | Added |
| MQS Management LLC | 313 | $502.5K | 0.30% | −48−13.3% | Reduced |
| Global Strategic Investment Solutions, LLC | 313 | $502.5K | 0.06% | +9+3.0% | Added |
| New Covenant Trust Company, N.A. | 3,200 | $503.5K | 0.58% | +2,872+875.6% | Added |
| Certified Advisory Corp | 314 | $503.8K | 0.06% | +146+86.9% | Added |
| MAS Advisors LLC | 315 | $505.7K | 1.21% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 315 | $505.7K | 0.35% | +10+3.3% | Added |
| BayBridge Capital Group, LLC | 315 | $505.8K | 0.40% | +7+2.3% | Added |
| Ellenbecker Investment Group | 316 | $508.9K | 0.10% | +140+79.5% | Added |
| Pullen Investment Management, LLC | 317 | $509.0K | 0.42% | +7+2.3% | Added |
| Sheets Smith Wealth Management | 317 | $509.2K | 0.06% | +29+10.1% | Added |
| Lakewood Asset Management LLC | 318 | $510.6K | 0.36% | −16−4.8% | Reduced |
| Eagle Strategies LLC | 319 | $511.8K | 0.10% | −44−12.1% | Reduced |
| Eisler Capital (US) LLC | 3,190 | $512.2K | 0.10% | +1,773+125.1% | Added |
| Impact Partnership Wealth, LLC | 319 | $512.2K | 0.13% | +221+225.5% | Added |
| Banco BTG Pactual S.A. | 3,233 | $513.5K | 0.13% | +3,233 | New |
| Campion Asset Management LLC | 320 | $513.8K | 0.40% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 314 | $515.2K | 0.06% | +4+1.3% | Added |
| McNamara Financial Services, Inc. | 322 | $517.0K | 0.11% | −92−22.2% | Reduced |
| First Western Trust Bank | 322 | $517.0K | 0.02% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 322 | $517.0K | 2.93% | +97+43.1% | Added |
| Winthrop Advisory Group LLC | 323 | $518.1K | 0.07% | +66+25.7% | Added |
| Unique Wealth Strategies, LLC | 392 | $519.5K | 0.24% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 324 | $520.2K | 0.19% | +6+1.9% | Added |
| Ausdal Financial Partners, Inc. | 324 | $520.7K | 0.06% | +61+23.2% | Added |
| Legacy Advisory Services, LLC | 324 | $520.9K | 0.48% | +1+0.3% | Added |
| Lockerman Financial Group, Inc. | 325 | $521.8K | 0.95% | +87+36.6% | Added |
| Security National Bank of So Dak | 326 | $523.4K | 0.31% | 00.0% | Unchanged |
| Balentine LLC | 327 | $525.0K | 0.02% | −11,292−97.2% | Reduced |
| Sandy Cove Advisors, LLC | 328 | $526.0K | 0.23% | −39−10.6% | Reduced |
| Atwood & Palmer Inc | 328 | $526.6K | 0.04% | −39−10.6% | Reduced |
| FLC Capital Advisors | 328 | $526.6K | 0.13% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 329 | $528.2K | 0.09% | 00.0% | Unchanged |
| Axiom Advisory, LLC | 378 | $529.7K | 0.01% | +378 | New |
| Mraz, Amerine & Associates, Inc. | 330 | $529.8K | 0.11% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 330 | $529.8K | 0.30% | +163+97.6% | Added |
| Sassicaia Capital Advisers LLC | 330 | $529.8K | 2.14% | +330 | New |
| Alliance Wealth Advisors, LLC | 331 | $531.4K | 0.34% | +9+2.8% | Added |
| PFC Capital Group, Inc. | 333 | $534.0K | 0.27% | +333 | New |
| Bedel Financial Consulting, Inc. | 333 | $534.2K | 0.08% | +19+6.1% | Added |
| Vivaldi Capital Management, LLC | 336 | $539.5K | 0.15% | +47+16.3% | Added |
| Walkner Condon Financial Advisors LLC | 337 | $540.9K | 0.12% | +8+2.4% | Added |
| Nichols & Pratt Advisers LLP | 337 | $541.1K | 0.04% | −50−12.9% | Reduced |
| Headinvest, LLC | 337 | $541.1K | 0.11% | +12+3.7% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 337 | $541.6K | 0.10% | +9+2.7% | Added |
| Investors Research Corp | 338 | $542.7K | 0.13% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 339 | $544.3K | 0.23% | +339 | New |
| Quintet Private Bank (Europe) S.A. | 288 | $544.9K | 0.03% | +169+142.0% | Added |
| Contravisory Investment Management, Inc. | 342 | $549.1K | 0.12% | +333+3,700.0% | Added |
| Crew Capital Management, Ltd. | 344 | $552.0K | 0.44% | −27−7.3% | Reduced |
| Clarity Financial LLC | 344 | $552.3K | 0.08% | −57−14.2% | Reduced |
| GSG Advisors LLC | 337 | $553.0K | 0.20% | −8−2.3% | Reduced |
| Value Aligned Research Advisors, LLC | 345 | $553.9K | 0.12% | +345 | New |
| Beacon Capital Management, LLC | 345 | $554.1K | 0.10% | +26+8.2% | Added |
| Walled Lake Planning & Wealth Management, LLC | 347 | $556.8K | 0.23% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 347 | $557.1K | 0.10% | −3−0.9% | Reduced |
| Consolidated Portfolio Review Corp | 347 | $557.2K | 0.13% | −534−60.6% | Reduced |
| Red Door Wealth Management, LLC | 348 | $559.0K | 0.10% | −19−5.2% | Reduced |
| Jackson Thornton Asset Management, LLC | 350 | $561.9K | 0.09% | −3−0.8% | Reduced |
| Capital Planning LLC | 350 | $561.9K | 0.17% | 00.0% | Unchanged |
| Harbor Advisors LLC | 350 | $561.9K | 0.10% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 350 | $562.3K | 0.19% | −8−2.2% | Reduced |
| Garden State Investment Advisory Services LLC | 348 | $563.3K | 0.19% | +126+56.8% | Added |
| Orrstown Financial Services Inc | 351 | $563.5K | 0.30% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 352 | $564.8K | 0.06% | +38+12.1% | Added |
| Trivant Custom Portfolio Group, LLC | 352 | $565.1K | 0.35% | +19+5.7% | Added |
| Wellspring Financial Advisors, LLC | 353 | $567.2K | 0.08% | +26+8.0% | Added |
| Cherrydale Wealth Management, LLC | 354 | $567.7K | 0.25% | +36+11.3% | Added |
| Wolverine Asset Management LLC | 354 | $568.4K | 0.01% | +354 | New |
| Cassaday & Co Wealth Management LLC | 354 | $568.4K | 0.02% | +74+26.4% | Added |
| Register Financial Advisors LLC | 355 | $569.3K | 0.29% | 00.0% | Unchanged |
| Gries Financial LLC | 355 | $570.0K | 0.12% | −130−26.8% | Reduced |
| WBH Advisory Inc | 355 | $570.7K | 0.06% | −50−12.3% | Reduced |
| Tandem Wealth Advisors LLC | 357 | $573.2K | 0.31% | −4−1.1% | Reduced |
| Knightsbridge Asset Management, LLC | 357 | $573.2K | 0.14% | +2+0.6% | Added |
| McAdam, LLC | 358 | $574.4K | 0.03% | +134+59.8% | Added |
| Glass Jacobson Investment Advisors llc | 358 | $575.5K | 0.21% | +2+0.6% | Added |
| Planning Capital Management Corp | 358 | $575.5K | 0.41% | +257+254.5% | Added |
| Oak Family Advisors, LLC | 359 | $576.3K | 0.22% | +359 | New |
| Enterprise Bank & Trust Co | 360 | $578.0K | 0.20% | −35−8.9% | Reduced |
| Van Strum & Towne Inc. | 361 | $579.6K | 0.21% | +165+84.2% | Added |
| Private Wealth Partners, LLC | 361 | $580.3K | 0.04% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 362 | $581.2K | 0.52% | −4−1.1% | Reduced |
| First Command Advisory Services, Inc. | 363 | $582.8K | 0.01% | +151+71.2% | Added |
| Root Financial Partners, LLC | 364 | $584.7K | 0.14% | +129+54.9% | Added |