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 |
|---|---|---|---|---|---|
| Triumph Capital Management | 406 | $651.8K | 0.25% | +406 | New |
| Q Capital Solutions | 406 | $651.8K | 0.24% | +406 | New |
| Consilio Wealth Advisors, LLC | 406 | $651.6K | 0.29% | +7+1.8% | Added |
| Douglas Lane & Associates, LLC | 404 | $649.4K | 0.01% | −59−12.7% | Reduced |
| Wealth Quarterback LLC | 404 | $648.6K | 0.37% | +252+165.8% | Added |
| Barings LLC | 403 | $647.0K | 0.02% | −36−8.2% | Reduced |
| Intergy Private Wealth, LLC | 403 | $647.0K | 0.27% | +1+0.2% | Added |
| Grant/GrossMendelsohn, LLC | 403 | $646.6K | 0.30% | −26−6.1% | Reduced |
| Sax Wealth Advisors, LLC | 403 | $646.4K | 0.06% | +134+49.8% | Added |
| Spotlight Asset Group, Inc. | 402 | $645.4K | 0.45% | +17+4.4% | Added |
| Arthur M. Cohen & Associates, LLC | 402 | $645.4K | 0.12% | +30+8.1% | Added |
| Catalyst Private Wealth, LLC | 401 | $643.8K | 0.34% | −39−8.9% | Reduced |
| Telos Capital Management, Inc. | 401 | $643.8K | 0.07% | −29−6.7% | Reduced |
| Sunflower Bank, N.A. | 400 | $642.2K | 0.15% | −4−1.0% | Reduced |
| Cahill Financial Advisors Inc | 398 | $638.6K | 0.09% | +14+3.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 396 | $635.9K | 0.07% | +146+58.4% | Added |
| Roman Butler Fullerton & Co | 364 | $635.9K | 0.21% | +12+3.4% | Added |
| Whalerock Point Partners, LLC | 396 | $635.8K | 0.17% | +126+46.7% | Added |
| Sky Investment Group LLC | 396 | $635.8K | 0.12% | +130+48.9% | Added |
| Hall Capital Management Co Inc | 396 | $635.8K | 0.30% | +145+57.8% | Added |
| BlackDiamond Wealth Management Inc. | 4,356 | $634.8K | 0.42% | +4,042+1,287.3% | Added |
| Transcendent Capital Group LLC | 395 | $634.2K | 0.37% | −196−33.2% | Reduced |
| Smith Shellnut Wilson LLC | 395 | $634.2K | 0.31% | 00.0% | Unchanged |
| Diversified, LLC | 395 | $634.2K | 0.07% | +395 | New |
| Guidance Point Advisors, LLC | 395 | $634.1K | 0.20% | 00.0% | Unchanged |
| TNF LLC | 4,188 | $633.8K | 0.23% | +3,769+899.5% | Added |
| Lafayette Investments, Inc. | 393 | $631.0K | 0.14% | +55+16.3% | Added |
| Canvas Wealth Advisors, LLC | 4,382 | $628.9K | 0.19% | +3,965+950.8% | Added |
| Financial Engines Advisors L.L.C. | 391 | $628.4K | 0.00% | −12−3.0% | Reduced |
| Motive Wealth Advisors | 391 | $627.8K | 0.38% | +15+4.0% | Added |
| My Legacy Advisors, LLC | 391 | $627.8K | 0.20% | +93+31.2% | Added |
| Meridian Wealth Partners, LLC | 391 | $627.3K | 0.11% | +41+11.7% | Added |
| Kozak & Associates, Inc. | 363 | $627.2K | 0.15% | +1+0.3% | Added |
| Foundry Partners, LLC | 390 | $626.2K | 0.03% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 390 | $626.2K | 0.51% | +129+49.4% | Added |
| Ethos Financial Group, LLC | 390 | $626.0K | 0.11% | −117−23.1% | Reduced |
| Capital Wealth Planning, LLC | 389 | $624.6K | 0.01% | −68,484−99.4% | Reduced |
| Trust Co of the South | 388 | $622.9K | 0.15% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 387 | $621.5K | 0.20% | +10+2.7% | Added |
| Key Client Fiduciary Advisors, LLC | 387 | $620.6K | 0.31% | −14−3.5% | Reduced |
| Kavar Capital Partners Group, LLC | 386 | $619.7K | 0.11% | +386 | New |
| Weatherly Asset Management L. P. | 386 | $619.5K | 0.06% | +3+0.8% | Added |
| LaSalle St. Investment Advisors, LLC | 384 | $618.0K | 0.31% | −41−9.6% | Reduced |
| Eight 31 Financial LLC | 382 | $613.3K | 0.47% | −985−72.1% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 382 | $613.3K | 0.61% | −4−1.0% | Reduced |
| Ellevest, Inc. | 382 | $613.3K | 0.04% | +89+30.4% | Added |
| Financial Management Network Inc | 360 | $612.5K | 0.15% | +17+5.0% | Added |
| Insight Folios Inc | 381 | $612.0K | 0.25% | −6−1.6% | Reduced |
| Emerald Mutual Fund Advisers Trust | 380 | $610.1K | 0.03% | −9−2.3% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 380 | $610.1K | 0.32% | +24+6.7% | Added |
| Smith Anglin Financial, LLC | 380 | $610.1K | 0.06% | −19−4.8% | Reduced |
| 49 Wealth Management, LLC | 371 | $609.3K | 0.12% | +128+52.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 378 | $607.9K | 0.07% | +77+25.6% | Added |
| Morningstar Investment Management LLC | 377 | $605.0K | 0.06% | −289−43.4% | Reduced |
| Hartline Investment Corp | 375 | $602.1K | 0.08% | −894−70.4% | Reduced |
| Elgethun Capital Management | 375 | $602.1K | 0.15% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 375 | $602.1K | 0.12% | +23+6.5% | Added |
| Wellington Wealth Strategies, LLC. | 375 | $602.1K | 2.58% | +375 | New |
| Financial Advisory Corp | 373 | $600.0K | 0.25% | −5−1.3% | Reduced |
| San Luis Wealth Advisors LLC | 374 | $600.0K | 0.14% | +66+21.4% | Added |
| Dean Investment Associates, LLC | 373 | $598.9K | 0.09% | 00.0% | Unchanged |
| Financial Symmetry Inc | 373 | $598.9K | 0.47% | +373 | New |
| Kohmann Bosshard Financial Services, LLC | 373 | $598.7K | 0.08% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 372 | $597.3K | 0.25% | −3−0.8% | Reduced |
| Aurora Private Wealth, Inc. | 371 | $596.0K | 0.52% | −294−44.2% | Reduced |
| LJI Wealth Management, LLC | 371 | $595.7K | 0.13% | +7+1.9% | Added |
| Wambolt & Associates, LLC | 363 | $595.6K | 0.17% | +10+2.8% | Added |
| JLB & Associates Inc | 370 | $594.0K | 0.08% | +370 | New |
| NovaPoint Capital, LLC | 369 | $592.4K | 0.20% | +16+4.5% | Added |
| Missouri Trust & Investment Co | 368 | $590.8K | 0.22% | −46−11.1% | Reduced |
| Finer Wealth Management, Inc. | 368 | $590.8K | 0.38% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 367 | $590.0K | 0.30% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 367 | $589.2K | 0.17% | +42+12.9% | Added |
| Sigma Investment Counselors Inc | 366 | $587.6K | 0.04% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 366 | $587.6K | 0.18% | +366 | New |
| Florida Financial Advisors, LLC | 392 | $586.5K | 0.35% | +115+41.5% | Added |
| Maripau Wealth Management LLC | 365 | $586.4K | 0.40% | +32+9.6% | Added |
| Hillsdale Investment Management Inc. | 365 | $586.0K | 0.05% | −55−13.1% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 365 | $586.0K | 0.01% | +365 | New |
| Root Financial Partners, LLC | 364 | $584.7K | 0.14% | +129+54.9% | Added |
| First Command Advisory Services, Inc. | 363 | $582.8K | 0.01% | +151+71.2% | Added |
| Investment Partners Asset Management, Inc. | 362 | $581.2K | 0.52% | −4−1.1% | Reduced |
| Private Wealth Partners, LLC | 361 | $580.3K | 0.04% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 361 | $579.6K | 0.21% | +165+84.2% | Added |
| Enterprise Bank & Trust Co | 360 | $578.0K | 0.20% | −35−8.9% | Reduced |
| Oak Family Advisors, LLC | 359 | $576.3K | 0.22% | +359 | New |
| Planning Capital Management Corp | 358 | $575.5K | 0.41% | +257+254.5% | Added |
| Glass Jacobson Investment Advisors llc | 358 | $575.5K | 0.21% | +2+0.6% | Added |
| McAdam, LLC | 358 | $574.4K | 0.03% | +134+59.8% | Added |
| Knightsbridge Asset Management, LLC | 357 | $573.2K | 0.14% | +2+0.6% | Added |
| Tandem Wealth Advisors LLC | 357 | $573.2K | 0.31% | −4−1.1% | Reduced |
| WBH Advisory Inc | 355 | $570.7K | 0.06% | −50−12.3% | Reduced |
| Gries Financial LLC | 355 | $570.0K | 0.12% | −130−26.8% | Reduced |
| Register Financial Advisors LLC | 355 | $569.3K | 0.29% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 354 | $568.4K | 0.02% | +74+26.4% | Added |
| Wolverine Asset Management LLC | 354 | $568.4K | 0.01% | +354 | New |
| Cherrydale Wealth Management, LLC | 354 | $567.7K | 0.25% | +36+11.3% | Added |
| Wellspring Financial Advisors, LLC | 353 | $567.2K | 0.08% | +26+8.0% | Added |
| Trivant Custom Portfolio Group, LLC | 352 | $565.1K | 0.35% | +19+5.7% | Added |
| Verus Capital Partners, LLC | 352 | $564.8K | 0.06% | +38+12.1% | Added |