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 |
|---|---|---|---|---|---|
| Rock Point Advisors, LLC | 6,866 | $11.0M | 3.31% | −1,329−16.2% | Reduced |
| Parallel Advisors, LLC | 6,861 | $11.0M | 0.28% | +254+3.8% | Added |
| Lockheed Martin Investment Management Co | 6,860 | $11.0M | 0.64% | +690+11.2% | Added |
| Carolina Wealth Advisors, LLC | 6,828 | $11.0M | 5.38% | +132+2.0% | Added |
| Garrison Asset Management, LLC | 6,828 | $11.0M | 5.77% | −317−4.4% | Reduced |
| Geneva Partners, LLC | 6,823 | $11.0M | 4.51% | −78−1.1% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 6,807 | $10.9M | 2.64% | −425−5.9% | Reduced |
| Stokes Capital Advisors, LLC | 6,798 | $10.9M | 3.04% | −78−1.1% | Reduced |
| Parsons Capital Management Inc | 6,796 | $10.9M | 0.74% | −10.0% | Reduced |
| Evexia Wealth LLC | 67,511 | $10.9M | 4.08% | +60,624+880.3% | Added |
| Overbrook Management Corp | 6,770 | $10.9M | 2.74% | +1,553+29.8% | Added |
| Meridian Wealth Management, LLC | 6,763 | $10.9M | 1.30% | +6,763 | New |
| First Foundation Advisors | 6,755 | $10.8M | 0.41% | −118−1.7% | Reduced |
| Clough Capital Partners L P | 6,750 | $10.8M | 1.18% | −2,138−24.1% | Reduced |
| Regions Financial Corp | 6,749 | $10.8M | 0.08% | +403+6.4% | Added |
| Peterson Wealth Services | 6,748 | $10.8M | 3.79% | +53+0.8% | Added |
| Cambridge Financial Group, Inc. | 6,747 | $10.8M | 4.87% | −640−8.7% | Reduced |
| IHT Wealth Management, LLC | 6,749 | $10.7M | 0.40% | +667+11.0% | Added |
| HighPoint Advisor Group LLC | 74,672 | $10.7M | 0.64% | +67,825+990.6% | Added |
| Loomis Sayles & Co L P | 6,664 | $10.7M | 0.01% | +465+7.5% | Added |
| Diversify Advisory Services, LLC | 6,169 | $10.7M | 0.59% | +765+14.2% | Added |
| Bay Rivers Group | 6,648 | $10.7M | 5.55% | +143+2.2% | Added |
| Coldstream Capital Management Inc | 6,626 | $10.6M | 0.26% | +501+8.2% | Added |
| Nicholas Investment Partners, LP | 6,624 | $10.6M | 1.10% | +75+1.1% | Added |
| Morse Asset Management, Inc | 6,605 | $10.6M | 2.57% | −123−1.8% | Reduced |
| Smith, Salley & Associates | 6,597 | $10.6M | 0.76% | −574−8.0% | Reduced |
| Welch & Forbes LLC | 6,171 | $10.6M | 0.14% | +2,952+91.7% | Added |
| Fifth Third Wealth Advisors LLC | 6,572 | $10.6M | 0.80% | +4,380+199.8% | Added |
| Front Row Advisors LLC | 6,567 | $10.5M | 3.67% | −655−9.1% | Reduced |
| Polymer Capital Management (HK) LTD | 6,554 | $10.5M | 2.13% | +4,554+227.7% | Added |
| Fayez Sarofim & Co | 6,551 | $10.5M | 0.03% | +259+4.1% | Added |
| Cypress Asset Management Inc | 6,400 | $10.5M | 2.69% | +210+3.4% | Added |
| Harbour Capital Advisors, LLC | 6,368 | $10.4M | 2.48% | +12+0.2% | Added |
| Wintrust Investments LLC | 6,503 | $10.4M | 0.85% | +36+0.6% | Added |
| Maytus Capital Management, LLC | 6,500 | $10.4M | 3.73% | +2,500+62.5% | Added |
| TD Private Client Wealth LLC | 6,487 | $10.4M | 0.33% | −205−3.1% | Reduced |
| Red Cedar Investment Management, LLC | 6,486 | $10.4M | 1.42% | −1,954−23.2% | Reduced |
| Kendall Capital Management | 6,481 | $10.4M | 3.47% | +328+5.3% | Added |
| We Are One Seven, LLC | 6,461 | $10.4M | 0.49% | +690+12.0% | Added |
| Matthews International Capital Management LLC | 6,451 | $10.4M | 2.25% | −5,684−46.8% | Reduced |
| GAM Holding AG | 6,445 | $10.3M | 0.79% | −5,218−44.7% | Reduced |
| Canal Capital Management, LLC | 6,404 | $10.3M | 1.76% | −75−1.2% | Reduced |
| Pittenger & Anderson Inc | 6,396 | $10.3M | 0.42% | −669−9.5% | Reduced |
| Glassy Mountain Advisors, Inc. | 6,342 | $10.2M | 3.78% | −4−0.1% | Reduced |
| AMJ Financial Wealth Management | 6,326 | $10.2M | 3.16% | +33+0.5% | Added |
| Fundamentun, LLC | 6,310 | $10.1M | 0.84% | +289+4.8% | Added |
| Procyon Private Wealth Partners, LLC | 6,276 | $10.1M | 0.75% | −160−2.5% | Reduced |
| Gluskin Sheff & Assoc Inc | 6,269 | $10.1M | 1.15% | −476−7.1% | Reduced |
| Citizens Business Bank | 6,261 | $10.1M | 2.13% | +258+4.3% | Added |
| Transcend Wealth Collective, LLC | 6,256 | $10.0M | 0.73% | −184−2.9% | Reduced |
| Blue Whale Capital LLP | 62,465 | $10.0M | 0.96% | +32,665+109.6% | Added |
| PGGM Investments | 6,214 | $9.98M | 0.14% | −3,249−34.3% | Reduced |
| SeaTown Holdings Pte. Ltd. | 6,165 | $9.90M | 7.17% | −4,752−43.5% | Reduced |
| Asset Dedication, LLC | 6,145 | $9.87M | 0.68% | −308−4.8% | Reduced |
| Alberta Investment Management Corp | 6,133 | $9.85M | 0.10% | −8,367−57.7% | Reduced |
| Fulton Bank, N.A. | 6,112 | $9.81M | 0.40% | +534+9.6% | Added |
| Nicholas Company, Inc. | 6,110 | $9.81M | 0.16% | −265−4.2% | Reduced |
| Evergreen Capital Management LLC | 6,093 | $9.78M | 0.35% | +123+2.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 6,063 | $9.73M | 1.00% | −654−9.7% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 6,054 | $9.72M | 2.93% | −2,341−27.9% | Reduced |
| Signet Financial Management, LLC | 6,022 | $9.67M | 1.30% | −16−0.3% | Reduced |
| Patton Albertson Miller Group, LLC | 6,009 | $9.65M | 1.37% | +2,284+61.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,999 | $9.64M | 0.42% | +4,491+297.8% | Added |
| Horan Capital Advisors, LLC. | 5,988 | $9.61M | 3.38% | −64−1.1% | Reduced |
| Old Second National Bank of Aurora | 5,976 | $9.59M | 2.46% | −129−2.1% | Reduced |
| James Investment Research Inc | 5,957 | $9.56M | 1.14% | +3+0.1% | Added |
| ICONIQ Capital, LLC | 59,544 | $9.56M | 0.20% | +59,544 | New |
| Nations Financial Group Inc, | 5,953 | $9.56M | 0.78% | +355+6.3% | Added |
| Entropy Technologies, LP | 5,952 | $9.56M | 1.03% | +5,952 | New |
| Graypoint LLC | 5,939 | $9.53M | 0.66% | −1,337−18.4% | Reduced |
| Farmers National Bank | 5,919 | $9.50M | 2.86% | +211+3.7% | Added |
| Mutual Advisors, LLC | 63,251 | $9.50M | 0.29% | +54,991+665.8% | Added |
| Aviso Financial Inc. | 5,904 | $9.48M | 0.53% | +5,904 | New |
| Robeco Schweiz AG | 5,900 | $9.47M | 0.18% | +900+18.0% | Added |
| Avitas Wealth Management LLC | 5,892 | $9.46M | 1.39% | −70−1.2% | Reduced |
| Intrust Bank NA | 5,870 | $9.42M | 1.00% | +59+1.0% | Added |
| Sigma Planning Corp | 5,852 | $9.40M | 0.30% | −404−6.5% | Reduced |
| Consolidated Capital Management, LLC | 5,792 | $9.30M | 4.45% | +87+1.5% | Added |
| Hunter Associates Investment Management LLC | 5,794 | $9.29M | 1.56% | −622−9.7% | Reduced |
| Petredis Investment Advisors LLC | 5,758 | $9.24M | 1.03% | +62+1.1% | Added |
| Capital Investment Advisors, LLC | 5,749 | $9.23M | 0.21% | +130+2.3% | Added |
| ClariVest Asset Management LLC | 5,713 | $9.17M | 0.94% | +1,543+37.0% | Added |
| Larson Financial Group LLC | 5,695 | $9.14M | 0.62% | +116+2.1% | Added |
| Gladstone Institutional Advisory LLC | 5,671 | $9.11M | 0.47% | −69−1.2% | Reduced |
| Qtron Investments LLC | 5,650 | $9.07M | 1.31% | +334+6.3% | Added |
| Moody National Bank Trust Division | 5,622 | $9.03M | 0.70% | −334−5.6% | Reduced |
| Strategic Global Advisors, LLC | 5,618 | $9.02M | 1.89% | −1,775−24.0% | Reduced |
| Stony Point Capital LLC | 5,583 | $8.96M | 2.30% | +5,583 | New |
| Waterloo Capital, L.P. | 5,573 | $8.95M | 1.07% | +3+0.1% | Added |
| Community Financial Services Group, LLC | 5,570 | $8.94M | 1.93% | +178+3.3% | Added |
| NatWest Group plc | 5,569 | $8.94M | 3.06% | +344+6.6% | Added |
| S. R. Schill & Associates | 5,526 | $8.87M | 3.89% | −78−1.4% | Reduced |
| Ameritas Advisory Services, LLC | 5,521 | $8.86M | 0.33% | +56+1.0% | Added |
| Bailard, Inc. | 5,517 | $8.86M | 0.24% | +642+13.2% | Added |
| Palogic Value Management, L.P. | 5,500 | $8.83M | 3.74% | −105−1.9% | Reduced |
| Community Bank, N.A. | 5,483 | $8.80M | 1.16% | −20−0.4% | Reduced |
| Asio Capital, LLC | 5,481 | $8.80M | 1.80% | +27+0.5% | Added |
| Westwood Holdings Group Inc. | 5,479 | $8.80M | 0.04% | −2,699−33.0% | Reduced |
| Westwood Wealth Management | 5,475 | $8.79M | 3.47% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 5,461 | $8.77M | 3.51% | −453−7.7% | Reduced |