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; 4,855 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 | 4,855 | $1.40T |
| Q1 2026 | 4,706 | $1.12T |
| Q4 2025 | 4,729 | $1.27T |
| Q3 2025 | 4,295 | $1.17T |
| Q2 2025 | 4,090 | $996.4B |
| Q1 2025 | 3,825 | $597.5B |
| Q4 2024 | 3,918 | $828.2B |
| Q3 2024 | 3,417 | $605.9B |
| Q2 2024 | 3,279 | $561.2B |
| Q1 2024 | 3,070 | $469.0B |
| Q4 2023 | 2,878 | $398.6B |
| Q3 2023 | 2,465 | $277.0B |
| Q2 2023 | 2,393 | $287.4B |
| Q1 2023 | 2,208 | $214.8B |
| Q4 2022 | 2,145 | $189.1B |
| Q3 2022 | 2,012 | $148.9B |
| Q2 2022 | 2,001 | $158.2B |
| Q1 2022 | 2,057 | $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 |
|---|---|---|---|---|---|
| Syntax Research, Inc. | 702 | $1.13M | 0.89% | −75−9.7% | Reduced |
| Holistic Financial Partners | 702 | $1.13M | 0.57% | −49−6.5% | Reduced |
| Intelligence Driven Advisers, LLC | 701 | $1.13M | 0.16% | +477+212.9% | Added |
| Cahaba Wealth Management, Inc. | 701 | $1.13M | 0.10% | −43−5.8% | Reduced |
| Sym Financial Corp | 700 | $1.12M | 0.18% | +310+79.5% | Added |
| DGS Capital Management, LLC | 700 | $1.12M | 0.32% | −3−0.4% | Reduced |
| Virtus ETF Advisers LLC | 699 | $1.12M | 0.55% | +83+13.5% | Added |
| Commonwealth Financial Services, LLC | 642 | $1.12M | 0.23% | −69−9.7% | Reduced |
| Osborne Partners Capital Management, LLC | 696 | $1.12M | 0.07% | +45+6.9% | Added |
| Cornerstone Wealth Management, LLC | 692 | $1.11M | 0.09% | +118+20.6% | Added |
| Excalibur Management Corp | 688 | $1.10M | 0.45% | +92+15.4% | Added |
| IMS Capital Management | 6,650 | $1.10M | 0.51% | +6,045+999.2% | Added |
| Summit Financial Wealth Advisors, LLC | 686 | $1.10M | 0.22% | +14+2.1% | Added |
| Columbus Macro, LLC | 663 | $1.09M | 0.42% | −102−13.3% | Reduced |
| Connective Portfolio Management, LLC | 680 | $1.09M | 1.77% | −1,300−65.7% | Reduced |
| Courier Capital LLC | 680 | $1.09M | 0.09% | +108+18.9% | Added |
| Voya Financial Advisors, Inc. | 688 | $1.09M | 0.12% | −28−3.9% | Reduced |
| JSF Financial, LLC | 678 | $1.09M | 0.33% | +27+4.1% | Added |
| Fiduciary Group LLC | 677 | $1.09M | 0.12% | −7−1.0% | Reduced |
| Hartford Funds Management Co LLC | 675 | $1.08M | 0.10% | +31+4.8% | Added |
| Kathmere Capital Management, LLC | 672 | $1.08M | 0.11% | +68+11.3% | Added |
| Vicus Capital | 671 | $1.08M | 0.10% | −11−1.6% | Reduced |
| Abel Hall, LLC | 671 | $1.08M | 0.76% | +11+1.7% | Added |
| Invenio Wealth Partners LLC | 670 | $1.08M | 0.53% | +23+3.6% | Added |
| Core Wealth Partners LLC | 668 | $1.07M | 0.73% | +41+6.5% | Added |
| Family Firm, Inc. | 667 | $1.07M | 0.24% | +422+172.2% | Added |
| Fairhaven Wealth Management, LLC | 667 | $1.07M | 0.35% | +14+2.1% | Added |
| Malaga Cove Capital, LLC | 666 | $1.07M | 0.43% | 00.0% | Unchanged |
| World Equity Group, Inc. | 666 | $1.07M | 0.32% | +21+3.3% | Added |
| Union Savings Bank | 665 | $1.07M | 0.56% | +37+5.9% | Added |
| General Partner, Inc. | 663 | $1.06M | 0.68% | +1+0.2% | Added |
| Capital Advisors, Ltd. LLC | 662 | $1.06M | 0.14% | +27+4.3% | Added |
| Y.D. More Investments Ltd | 662 | $1.06M | 0.11% | −90−12.0% | Reduced |
| Carlson Capital Management | 660 | $1.06M | 0.05% | −1−0.2% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 658 | $1.06M | 0.17% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 656 | $1.05M | 0.18% | +477+266.5% | Added |
| Clear Creek Financial Management, LLC | 655 | $1.05M | 0.13% | +171+35.3% | Added |
| Kades & Cheifetz LLC | 655 | $1.05M | 0.66% | +8+1.2% | Added |
| Baldwin Brothers Inc | 653 | $1.05M | 0.08% | −15−2.2% | Reduced |
| Catalytic Wealth RIA, LLC | 652 | $1.05M | 0.21% | −44−6.3% | Reduced |
| Gateway Advisory, LLC | 652 | $1.05M | 0.18% | −2−0.3% | Reduced |
| Plancorp, LLC | 651 | $1.05M | 0.05% | +67+11.5% | Added |
| Brevan Howard Capital Management LP | 650 | $1.04M | 0.07% | −7,706−92.2% | Reduced |
| Ssi Investment Management LLC | 647 | $1.04M | 0.08% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 647 | $1.04M | 1.14% | +12+1.9% | Added |
| Fox Run Management, L.L.C. | 645 | $1.04M | 0.19% | +645 | New |
| Fort Sheridan Advisors LLC | 644 | $1.03M | 0.17% | +119+22.7% | Added |
| Keystone Financial Group | 644 | $1.03M | 0.37% | −20−3.0% | Reduced |
| Synergy Financial Group, LTD | 642 | $1.03M | 1.08% | +2+0.3% | Added |
| Dearborn Partners LLC | 641 | $1.03M | 0.04% | +4+0.6% | Added |
| Reuter James Wealth Management, LLC | 637 | $1.02M | 0.76% | −48−7.0% | Reduced |
| Wealth Group, Ltd. | 634 | $1.02M | 0.73% | +11+1.8% | Added |
| Coppell Advisory Solutions LLC | 633 | $1.02M | 0.17% | +633 | New |
| Angeles Investment Advisors, LLC | 633 | $1.02M | 0.05% | −305−32.5% | Reduced |
| Operose Advisors LLC | 633 | $1.02M | 0.36% | −25−3.8% | Reduced |
| Triad Wealth Partners, LLC | 631 | $1.01M | 0.53% | +84+15.4% | Added |
| Canopy Partners, LLC | 627 | $1.01M | 0.47% | +10+1.6% | Added |
| Northwest Bancshares, Inc. | 627 | $1.01M | 0.17% | −35−5.3% | Reduced |
| Tiemann Investment Advisors, LLC | 626 | $1.01M | 0.45% | −22−3.4% | Reduced |
| Tranquility Partners, LLC | 624 | $1.00M | 0.39% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 624 | $1.00M | 0.30% | −36−5.5% | Reduced |
| Peak Planning Group, LLC | 623 | $1.00M | 0.49% | +220+54.6% | Added |
| Paragon Private Wealth Management, LLC | 616 | $989.0K | 0.56% | +43+7.5% | Added |
| Financial Management Professionals, Inc. | 614 | $986.0K | 0.14% | +38+6.6% | Added |
| Seven Mile Advisory | 614 | $985.8K | 0.72% | +31+5.3% | Added |
| Redhawk Wealth Advisors, Inc. | 611 | $981.7K | 0.15% | +272+80.2% | Added |
| LPWM LLC | 562 | $981.2K | 0.34% | +10+1.8% | Added |
| US Asset Management LLC | 611 | $981.0K | 0.89% | −11−1.8% | Reduced |
| Sage Rhino Capital LLC | 611 | $980.8K | 0.23% | +3+0.5% | Added |
| Bank Pictet & Cie (Asia) Ltd | 610 | $979.4K | 0.33% | +131+27.3% | Added |
| Soltis Investment Advisors LLC | 610 | $979.0K | 0.10% | +89+17.1% | Added |
| Plan Group Financial, LLC | 609 | $978.6K | 0.60% | +221+57.0% | Added |
| ORG Partners LLC | 597 | $978.5K | 0.12% | +551+1,197.8% | Added |
| Trail Ridge Investment Advisors, LLC | 609 | $977.8K | 0.51% | +136+28.8% | Added |
| Emerald Advisors, LLC | 609 | $977.0K | 0.15% | −246−28.8% | Reduced |
| Financial Security Advisor, Inc. | 607 | $974.5K | 0.33% | −2−0.3% | Reduced |
| Stableford Capital II LLC | 6,233 | $972.2K | 0.38% | +5,495+744.6% | Added |
| MN Wealth Advisors, LLC | 603 | $969.2K | 0.56% | +16+2.7% | Added |
| Allen Capital Group, LLC | 603 | $968.1K | 0.14% | −58−8.8% | Reduced |
| Astoria Portfolio Advisors LLC. | 602 | $967.1K | 0.35% | −26−4.1% | Reduced |
| Proffitt & Goodson Inc | 602 | $966.5K | 0.17% | +600+30,000.0% | Added |
| Sabal Trust CO | 602 | $966.5K | 0.06% | −46−7.1% | Reduced |
| Boulder Wealth Advisors, LLC | 602 | $965.7K | 0.56% | −25−4.0% | Reduced |
| Rogco, LP | 600 | $963.3K | 0.39% | +54+9.9% | Added |
| Sage Private Wealth Group, LLC | 599 | $963.0K | 0.81% | +19+3.3% | Added |
| WESPAC Advisors, LLC | 599 | $961.7K | 0.75% | −244−28.9% | Reduced |
| Argyle Capital Management Inc. | 597 | $958.5K | 0.39% | −46−7.2% | Reduced |
| Integral Investment Advisors, Inc. | 602 | $955.2K | 0.35% | +27+4.7% | Added |
| Apeiron RIA LLC | 595 | $955.1K | 0.29% | −15−2.5% | Reduced |
| Cascade Investment Group, Inc. | 594 | $953.9K | 0.74% | −15−2.5% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 594 | $953.7K | 0.16% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 591 | $949.3K | 0.13% | −327−35.6% | Reduced |
| Granite Group Advisors, LLC | 591 | $948.9K | 0.72% | −3−0.5% | Reduced |
| L.M. Kohn & Company | 591 | $948.2K | 0.26% | +80+15.7% | Added |
| AllSquare Wealth Management LLC | 590 | $947.3K | 0.57% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 588 | $944.1K | 0.44% | +1+0.2% | Added |
| Associated Banc-Corp | 588 | $944.1K | 0.03% | −48−7.5% | Reduced |
| Permanent Capital Management, LP | 3,424 | $943.8K | 0.20% | +3,424 | New |
| Oak Thistle LLC | 587 | $942.4K | 0.70% | +587 | New |
| Rosenberg Matthew Hamilton | 574 | $941.8K | 0.28% | −27−4.5% | Reduced |