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 |
|---|---|---|---|---|---|
| Van Hulzen Asset Management, LLC | 9,280 | $14.9M | 1.00% | −7,665−45.2% | Reduced |
| Richard Bernstein Advisors LLC | 9,272 | $14.9M | 0.33% | +648+7.5% | Added |
| Vantage Investment Partners, LLC | 9,227 | $14.8M | 1.34% | −125−1.3% | Reduced |
| FRG Family Wealth Advisors LLC | 101,797 | $14.7M | 2.84% | +91,718+910.0% | Added |
| Spectrum Wealth Counsel, LLC | 9,109 | $14.6M | 1.85% | −367−3.9% | Reduced |
| Boothbay Fund Management, LLC | 9,108 | $14.6M | 0.47% | +8,291+1,014.8% | Added |
| Sumitomo Life Insurance Co | 9,661 | $14.5M | 0.33% | +3,819+65.4% | Added |
| Steamboat Capital Partners, LLC | 9,000 | $14.4M | 5.30% | −3,350−27.1% | Reduced |
| KP Management LLC | 9,000 | $14.4M | 5.44% | +2,500+38.5% | Added |
| Strategy Asset Managers LLC | 16,619 | $14.4M | 3.22% | +1,815+12.3% | Added |
| Citizens National Bank Trust Department | 8,968 | $14.4M | 3.21% | −276−3.0% | Reduced |
| Point72 Italy, S.r.l. | 8,800 | $14.1M | 6.12% | +8,800 | New |
| Engineers Gate Manager LP | 8,792 | $14.1M | 0.32% | +8,792 | New |
| Wetherby Asset Management Inc | 8,771 | $14.1M | 0.67% | +205+2.4% | Added |
| Eastover Investment Advisors LLC | 8,484 | $14.1M | 6.73% | −100−1.2% | Reduced |
| SeaCrest Wealth Management, LLC | 8,683 | $13.9M | 1.59% | +566+7.0% | Added |
| Loup Funds, LLC | 8,666 | $13.9M | 5.05% | +8,666 | New |
| Merit Financial Group, LLC | 8,621 | $13.8M | 0.31% | +2,479+40.4% | Added |
| Grimes & Company, Inc. | 8,620 | $13.8M | 0.41% | −1,935−18.3% | Reduced |
| Cullen Investment Group, Ltd. | 8,605 | $13.8M | 2.20% | +123+1.5% | Added |
| Knights of Columbus Asset Advisors LLC | 8,601 | $13.8M | 0.90% | −1,216−12.4% | Reduced |
| Clearstead Advisors, LLC | 8,590 | $13.8M | 0.24% | +3,640+73.5% | Added |
| TCG Advisory Services, LLC | 8,589 | $13.8M | 0.66% | +579+7.2% | Added |
| Kingsview Wealth Management, LLC | 8,588 | $13.8M | 0.33% | +163+1.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 8,539 | $13.7M | 1.27% | −543−6.0% | Reduced |
| Spirepoint Private Client, LLC | 8,505 | $13.7M | 1.94% | −124−1.4% | Reduced |
| NBC Securities, Inc. | 8,494 | $13.6M | 1.24% | +80+1.0% | Added |
| Meeder Advisory Services, Inc. | 8,490 | $13.6M | 0.96% | +2,114+33.2% | Added |
| Kingswood Wealth Advisors, LLC | 8,436 | $13.5M | 1.22% | +4,238+101.0% | Added |
| Traynor Capital Management, Inc. | 8,402 | $13.5M | 1.14% | +3,544+73.0% | Added |
| LGT Fund Management Co Ltd. | 8,313 | $13.3M | 1.66% | +5,258+172.1% | Added |
| Martingale Asset Management L P | 8,306 | $13.3M | 0.29% | −18,469−69.0% | Reduced |
| Baldwin Investment Management, LLC | 8,228 | $13.2M | 1.81% | −51−0.6% | Reduced |
| Summit Financial, LLC | 8,164 | $13.1M | 0.60% | +1,525+23.0% | Added |
| Reliant Investment Management, LLC | 8,148 | $13.1M | 6.16% | −608−6.9% | Reduced |
| Muhlenkamp & Co Inc | 8,129 | $13.1M | 4.07% | −7,756−48.8% | Reduced |
| EverSource Wealth Advisors, LLC | 81,225 | $13.1M | 0.87% | +73,134+903.9% | Added |
| Great Valley Advisor Group, Inc. | 8,075 | $13.0M | 0.36% | −141−1.7% | Reduced |
| Bellwether Advisors, LLC | 8,066 | $13.0M | 2.72% | +2,273+39.2% | Added |
| Visionary Wealth Advisors | 8,041 | $12.9M | 0.84% | +110+1.4% | Added |
| Howard Capital Management Inc. | 8,003 | $12.8M | 1.26% | +704+9.6% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $12.8M | 2.92% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,977 | $12.8M | 0.40% | +1,735+27.8% | Added |
| Savoie Capital LLC | 7,929 | $12.7M | 1.65% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 7,872 | $12.6M | 4.03% | +103+1.3% | Added |
| NWK Group, Inc. | 7,831 | $12.6M | 5.28% | +18+0.2% | Added |
| Citizens Financial Group Inc | 7,806 | $12.5M | 0.28% | +3,441+78.8% | Added |
| KCM Investment Advisors LLC | 7,803 | $12.5M | 0.45% | −29−0.4% | Reduced |
| Signaturefd, LLC | 7,796 | $12.5M | 0.25% | +406+5.5% | Added |
| GYL Financial Synergies, LLC | 7,774 | $12.5M | 0.96% | −1,050−11.9% | Reduced |
| 1832 Asset Management L.P. | 77,539 | $12.4M | 0.02% | +17,965+30.2% | Added |
| Ritholtz Wealth Management | 7,752 | $12.4M | 0.41% | +282+3.8% | Added |
| Paradiem, LLC | 7,718 | $12.4M | 3.11% | +676+9.6% | Added |
| HTLF Bank | 7,689 | $12.3M | 1.40% | −274−3.4% | Reduced |
| Torray LLC | 7,688 | $12.3M | 1.84% | −17−0.2% | Reduced |
| Eagle Capital Management, LLC | 7,651 | $12.3M | 5.41% | −1,784−18.9% | Reduced |
| Western Wealth Management, LLC | 7,641 | $12.3M | 0.91% | +19+0.2% | Added |
| LS Investment Advisors, LLC | 7,620 | $12.2M | 1.91% | −24−0.3% | Reduced |
| Boyd Watterson Asset Management LLC | 7,599 | $12.2M | 3.48% | −136−1.8% | Reduced |
| Headlands Technologies LLC | 7,597 | $12.2M | 1.29% | +4,328+132.4% | Added |
| Girard Partners Ltd. | 7,571 | $12.2M | 1.15% | +4,002+112.1% | Added |
| Journey Advisory Group, LLC | 7,572 | $12.2M | 1.45% | −240−3.1% | Reduced |
| Covenant Asset Management, LLC | 7,525 | $12.1M | 2.72% | +106+1.4% | Added |
| Greystone Financial Group, LLC | 7,518 | $12.1M | 2.36% | −602−7.4% | Reduced |
| SFE Investment Counsel | 7,517 | $12.1M | 2.68% | −837−10.0% | Reduced |
| Unisphere Establishment | 7,500 | $12.0M | 0.12% | +7,500 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,498 | $12.0M | 4.97% | −109−1.4% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 7,428 | $11.9M | 5.56% | +12+0.2% | Added |
| Consolidated Planning Corp | 7,427 | $11.9M | 1.97% | +404+5.8% | Added |
| STF Management LP | 7,416 | $11.9M | 5.02% | −361−4.6% | Reduced |
| Koshinski Asset Management, Inc. | 6,865 | $11.9M | 1.10% | −196−2.8% | Reduced |
| Geneos Wealth Management Inc. | 7,405 | $11.9M | 0.53% | −658−8.2% | Reduced |
| Fogel Capital Management, Inc. | 7,382 | $11.9M | 6.31% | +7,382 | New |
| Wedbush Securities Inc | 7,377 | $11.8M | 0.42% | +417+6.0% | Added |
| Columbia Asset Management | 7,367 | $11.8M | 2.23% | −459−5.9% | Reduced |
| Cumberland Partners Ltd | 7,361 | $11.8M | 0.86% | +221+3.1% | Added |
| Ballentine Partners, LLC | 7,359 | $11.8M | 0.22% | +576+8.5% | Added |
| Systematic Alpha Investments, LLC | 73,551 | $11.8M | 0.45% | +66,195+899.9% | Added |
| Bogart Wealth, LLC | 7,348 | $11.8M | 0.60% | +1,775+31.8% | Added |
| Resources Management Corp | 7,324 | $11.8M | 1.71% | −247−3.3% | Reduced |
| 180 Wealth Advisors, LLC | 6,874 | $11.7M | 1.91% | −479−6.5% | Reduced |
| Montag A & Associates Inc | 7,265 | $11.7M | 0.59% | +287+4.1% | Added |
| Dnca Finance | 7,250 | $11.6M | 1.00% | +7,250 | New |
| Hennion & Walsh Asset Management, Inc. | 7,176 | $11.5M | 0.59% | +1,487+26.1% | Added |
| Tenere Capital LLC | 7,154 | $11.5M | 3.41% | +7,154 | New |
| Principal Street Partners, LLC | 7,146 | $11.5M | 2.06% | −116−1.6% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 7,126 | $11.4M | 0.56% | +7,126 | New |
| L & S Advisors Inc | 6,902 | $11.4M | 1.30% | +3,810+123.2% | Added |
| Westover Capital Advisors, LLC | 7,110 | $11.4M | 2.94% | −266−3.6% | Reduced |
| Parcion Private Wealth LLC | 7,105 | $11.4M | 1.04% | −422−5.6% | Reduced |
| Centaurus Financial, Inc. | 7,086 | $11.4M | 0.76% | +2,412+51.6% | Added |
| Strategic Wealth Partners, Ltd. | 7,066 | $11.3M | 1.18% | +213+3.1% | Added |
| Sunbelt Securities, Inc. | 7,058 | $11.3M | 1.16% | +129+1.9% | Added |
| Sage Mountain Advisors LLC | 7,046 | $11.3M | 1.05% | +371+5.6% | Added |
| Goelzer Investment Management, Inc. | 7,022 | $11.3M | 0.63% | −1,600−18.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 7,013 | $11.3M | 0.12% | −158−2.2% | Reduced |
| RMR Wealth Builders | 7,007 | $11.2M | 1.29% | −57−0.8% | Reduced |
| GAMMA Investing LLC | 6,924 | $11.1M | 1.51% | +2,414+53.5% | Added |
| Lindbrook Capital, LLC | 6,901 | $11.1M | 1.04% | −1,548−18.3% | Reduced |
| Marietta Wealth Management, LLC | 6,899 | $11.1M | 1.73% | −499−6.7% | Reduced |