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
- 3,279
- +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
- 1,175 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 |
|---|---|---|---|---|---|
| Finivi Inc. | 2,429 | $3.90M | 3.23% | +179+8.0% | Added |
| Freedom Day Solutions, LLC | 2,424 | $3.89M | 1.32% | −102−4.0% | Reduced |
| Proequities, Inc. | 2,421 | $3.89M | 0.24% | +316+15.0% | Added |
| Eagle Harbor Asset Management Inc | 2,407 | $3.86M | 4.12% | −73−2.9% | Reduced |
| Maven Securities LTD | 2,399 | $3.85M | 0.60% | +213+9.7% | Added |
| Marshall Financial Group LLC | 2,398 | $3.85M | 1.08% | −297−11.0% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 2,395 | $3.85M | 0.04% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 2,393 | $3.84M | 0.51% | −34−1.4% | Reduced |
| Convergence Financial, LLC | 2,386 | $3.83M | 1.01% | +2,386 | New |
| West Branch Capital LLC | 2,383 | $3.83M | 1.42% | +75+3.2% | Added |
| Lee Financial Co | 2,381 | $3.82M | 0.62% | +2+0.1% | Added |
| Dorsey & Whitney Trust CO LLC | 2,381 | $3.82M | 0.26% | −167−6.6% | Reduced |
| BCM Advisors, LLC | 25,890 | $3.81M | 0.90% | +23,301+900.0% | Added |
| TKG Advisors, LLC | 2,363 | $3.79M | 2.06% | +942+66.3% | Added |
| Zions Bancorporation, N.A. | 2,360 | $3.79M | 0.30% | −1,178−33.3% | Reduced |
| IAM Advisory, LLC | 2,352 | $3.78M | 1.02% | +385+19.6% | Added |
| Cove Private Wealth, LLC | 2,350 | $3.77M | 3.02% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 2,349 | $3.77M | 0.30% | −23−1.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,344 | $3.76M | 1.52% | −58−2.4% | Reduced |
| AXS Investments LLC | 2,343 | $3.76M | 1.05% | +1,115+90.8% | Added |
| Richard P Slaughter Associates Inc | 2,338 | $3.75M | 0.89% | +4+0.2% | Added |
| Leonteq Securities AG | 2,330 | $3.74M | 0.52% | +557+31.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 22,000 | $3.73M | 0.03% | +19,867+931.4% | Added |
| AlTi Global, Inc. | 2,314 | $3.72M | 0.10% | −136−5.6% | Reduced |
| Donoghue Forlines LLC | 2,313 | $3.71M | 1.06% | −269−10.4% | Reduced |
| WealthShield Partners, LLC | 2,312 | $3.71M | 0.57% | +73+3.3% | Added |
| Wellington Shields Capital Management, LLC | 2,302 | $3.70M | 0.67% | +30+1.3% | Added |
| Warther Private Wealth, LLC | 2,297 | $3.69M | 1.44% | −316−12.1% | Reduced |
| Regatta Capital Group, LLC | 2,286 | $3.67M | 0.79% | +49+2.2% | Added |
| Kanawha Capital Management LLC | 2,285 | $3.67M | 0.29% | +844+58.6% | Added |
| Legacy Wealth Asset Management, LLC | 2,276 | $3.65M | 1.03% | +397+21.1% | Added |
| Rockline Wealth Management, LLC | 2,275 | $3.65M | 1.13% | +104+4.8% | Added |
| Left Brain Wealth Management, LLC | 2,271 | $3.65M | 1.70% | +13+0.6% | Added |
| Lecap Asset Management Ltd | 2,260 | $3.63M | 0.78% | −1,277−36.1% | Reduced |
| Wolf Group Capital Advisors | 2,259 | $3.63M | 1.43% | −121−5.1% | Reduced |
| Foundations Investment Advisors, LLC | 2,255 | $3.62M | 0.09% | −308−12.0% | Reduced |
| Tradition Wealth Management, LLC | 2,253 | $3.62M | 0.35% | −31−1.4% | Reduced |
| Birinyi Associates Inc | 2,253 | $3.62M | 1.08% | +2+0.1% | Added |
| AustralianSuper Pty Ltd | 2,252 | $3.62M | 0.02% | −8,824−79.7% | Reduced |
| Paradigm Asset Management Co LLC | 2,250 | $3.61M | 1.01% | −2,100−48.3% | Reduced |
| Phoenix Wealth Advisors | 2,250 | $3.61M | 1.81% | −158−6.6% | Reduced |
| Proquility Private Wealth Partners, LLC | 2,243 | $3.60M | 1.23% | −2−0.1% | Reduced |
| Bank of Hawaii | 2,236 | $3.59M | 0.16% | +900+67.4% | Added |
| Zhang Financial LLC | 2,234 | $3.59M | 0.25% | +27+1.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,229 | $3.58M | 0.51% | +144+6.9% | Added |
| Central Valley Advisors, LLC | 2,236 | $3.57M | 1.96% | −166−6.9% | Reduced |
| Cim Investment Mangement Inc | 2,222 | $3.57M | 1.10% | −25−1.1% | Reduced |
| Agur Provident & Training Funds Management Ltd | 2,220 | $3.56M | 1.03% | 00.0% | Unchanged |
| Leisure Capital Management | 2,211 | $3.55M | 1.65% | −55−2.4% | Reduced |
| CRA Financial Services, LLC | 2,210 | $3.55M | 0.72% | +138+6.7% | Added |
| Symmetry Partners, LLC | 2,209 | $3.55M | 0.18% | −3,649−62.3% | Reduced |
| AMG National Trust Bank | 2,208 | $3.55M | 0.10% | +428+24.0% | Added |
| CBOE Vest Financial, LLC | 2,206 | $3.54M | 0.08% | +290+15.1% | Added |
| Empire Financial Management Company, LLC | 2,202 | $3.54M | 1.17% | −38−1.7% | Reduced |
| Crestline Management, LP | 2,200 | $3.53M | 0.28% | −7,173−76.5% | Reduced |
| Aft, Forsyth & Sober, LLC | 2,200 | $3.53M | 1.21% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 2,200 | $3.53M | 1.30% | +129+6.2% | Added |
| Second Line Capital, LLC | 2,198 | $3.53M | 1.08% | +94+4.5% | Added |
| Providence Wealth Advisors, LLC | 2,183 | $3.52M | 2.80% | +39+1.8% | Added |
| Pensionmark Financial Group, LLC | 2,186 | $3.51M | 0.22% | +1,952+834.2% | Added |
| Counterweight Ventures, LLC | 2,181 | $3.50M | 2.64% | +76+3.6% | Added |
| Lineweaver Wealth Advisors, LLC | 2,165 | $3.49M | 0.72% | +152+7.6% | Added |
| Diversify Wealth Management, LLC | 24,424 | $3.47M | 0.43% | +24,424 | New |
| Genesee Capital Advisors, LLC | 2,155 | $3.46M | 1.70% | −165−7.1% | Reduced |
| Exchange Traded Concepts, LLC | 2,150 | $3.45M | 0.09% | −5,120−70.4% | Reduced |
| Gryphon Financial Partners LLC | 2,149 | $3.45M | 0.52% | +261+13.8% | Added |
| Trust Co of Vermont | 2,143 | $3.44M | 0.19% | −31−1.4% | Reduced |
| Security National Bank | 2,140 | $3.44M | 0.50% | +10.0% | Added |
| Anchor Investment Management, LLC | 2,139 | $3.43M | 0.35% | +16+0.8% | Added |
| Financial Insights, Inc. | 2,123 | $3.41M | 0.95% | +97+4.8% | Added |
| Sentry Investment Management LLC | 2,116 | $3.40M | 1.51% | −433−17.0% | Reduced |
| Skopos Labs, Inc. | 2,514 | $3.39M | 1.46% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,113 | $3.39M | 0.34% | +112+5.6% | Added |
| Morningstar Investment Services LLC | 2,135 | $3.39M | 0.04% | +314+17.2% | Added |
| Shay Capital LLC | 2,100 | $3.37M | 0.94% | +2,100 | New |
| Hilton Capital Management, LLC | 2,096 | $3.37M | 0.28% | +93+4.6% | Added |
| Waldron Private Wealth LLC | 2,093 | $3.36M | 0.15% | +2+0.1% | Added |
| Violich Capital Management, Inc. | 2,090 | $3.36M | 0.45% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 2,090 | $3.35M | 0.41% | +573+37.8% | Added |
| EPG Wealth Management LLC | 0 | $3.35M | 0.78% | −1,984−100.0% | Reduced |
| LRI Investments, LLC | 2,088 | $3.35M | 0.38% | +1,746+510.5% | Added |
| Forte Capital LLC | 2,086 | $3.35M | 0.40% | −25−1.2% | Reduced |
| Sweet Financial Partners, LLC | 2,083 | $3.34M | 0.76% | +98+4.9% | Added |
| Wrapmanager Inc | 2,078 | $3.34M | 0.92% | −89−4.1% | Reduced |
| Lynx Capital Group Ltd | 2,078 | $3.34M | 2.31% | −36−1.7% | Reduced |
| Triangle Securities Wealth Management | 2,074 | $3.33M | 0.94% | −28−1.3% | Reduced |
| EFG Asset Management (Americas) Corp. | 2,065 | $3.32M | 0.65% | −4−0.2% | Reduced |
| Everhart Financial Group, Inc. | 2,063 | $3.31M | 0.86% | +375+22.2% | Added |
| Mirabaud Asset Management Ltd | 2,059 | $3.31M | 1.52% | −369−15.2% | Reduced |
| Axiom Investors LLC | 2,055 | $3.30M | 0.03% | +703+52.0% | Added |
| Paragon Advisors, LLC | 2,053 | $3.30M | 1.20% | +209+11.3% | Added |
| Orca Investment Management, LLC | 2,050 | $3.29M | 3.14% | −34−1.6% | Reduced |
| Wills Financial Group, Inc. | 2,047 | $3.29M | 1.51% | −8−0.4% | Reduced |
| Haverford Trust Co | 2,041 | $3.28M | 0.03% | +66+3.3% | Added |
| Louisbourg Investments Inc. | 2,354 | $3.27M | 0.92% | −747−24.1% | Reduced |
| Sanders Morris Harris LLC | 2,035 | $3.27M | 0.54% | 00.0% | Unchanged |
| Archer Investment Corp | 2,034 | $3.27M | 0.95% | +10+0.5% | Added |
| Hudson Canyon Capital Management | 2,031 | $3.26M | 2.21% | −268−11.7% | Reduced |
| Patten & Patten Inc | 2,031 | $3.26M | 0.23% | +130+6.8% | Added |
| BTG Pactual Asset Management US LLC | 2,028 | $3.26M | 0.82% | +2,028 | New |