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, Q3 2024
Institutional positions in Broadcom Inc. as of Sep 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
- 3,418
- +183 vs. Q2 2024
- Shares held
- 3.52B
- +277.3M (+8.5%) vs. Q2 2024Converted for a 10-for-1 split
- Total value
- $605.9B
- +$100.0B (+19.8%) vs. Q2 2024
- New holders
- 317
- 1,421 more added
- Sold out
- 134
- 1,208 more reduced
45 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Broadcom Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| O'Dell Group, LLC | 3,763 | $649.1K | 0.14% | +203+5.7% | AddedConverted for a 10-for-1 split |
| Tejara Capital Ltd | 3,769 | $650.2K | 0.31% | +3,769 | New |
| Catalyst Capital Advisors LLC | 3,778 | $651.7K | 0.01% | −712−15.9% | ReducedConverted for a 10-for-1 split |
| Fortitude Family Office, LLC | 3,780 | $652.0K | 0.26% | +480+14.5% | AddedConverted for a 10-for-1 split |
| Truepoint, Inc. | 3,782 | $652.4K | 0.02% | +1,662+78.4% | AddedConverted for a 10-for-1 split |
| Gries Financial LLC | 3,783 | $652.6K | 0.12% | +233+6.6% | AddedConverted for a 10-for-1 split |
| Emerald Mutual Fund Advisers Trust | 3,800 | $655.5K | 0.03% | 00.0% | UnchangedConverted for a 10-for-1 split |
| ORBA Wealth Advisors, L.L.C. | 3,800 | $655.5K | 0.33% | 00.0% | UnchangedConverted for a 10-for-1 split |
| WealthBridge Capital Management, LLC | 3,801 | $655.8K | 0.19% | +301+8.6% | AddedConverted for a 10-for-1 split |
| Twin Peaks Wealth Advisors, LLC | 3,816 | $658.3K | 0.30% | −9,244−70.8% | ReducedConverted for a 10-for-1 split |
| White Knight Strategic Wealth Advisors, LLC | 3,820 | $659.0K | 0.60% | 00.0% | UnchangedConverted for a 10-for-1 split |
| New Covenant Trust Company, N.A. | 3,817 | $659.2K | 0.64% | −28,183−88.1% | ReducedConverted for a 10-for-1 split |
| GSG Advisors LLC | 3,936 | $659.2K | 0.22% | +566+16.8% | AddedConverted for a 10-for-1 split |
| Ethos Financial Group, LLC | 3,827 | $660.0K | 0.11% | −73−1.9% | ReducedConverted for a 10-for-1 split |
| Allstate Corp | 3,835 | $661.5K | 0.06% | −10,585−73.4% | ReducedConverted for a 10-for-1 split |
| SMART Wealth LLC | 3,840 | $662.4K | 0.26% | +3,840 | New |
| Coastline Trust Co | 3,857 | $665.3K | 0.08% | −5,193−57.4% | ReducedConverted for a 10-for-1 split |
| Weatherly Asset Management L. P. | 3,859 | $665.6K | 0.06% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Kavar Capital Partners Group, LLC | 3,860 | $665.9K | 0.11% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Hamilton Wealth, LLC | 3,861 | $666.1K | 0.16% | −889−18.7% | ReducedConverted for a 10-for-1 split |
| Steigerwald, Gordon & Koch Inc. | 3,876 | $668.6K | 0.07% | +96+2.5% | AddedConverted for a 10-for-1 split |
| Trust Co of the South | 3,880 | $669.3K | 0.14% | 00.0% | UnchangedConverted for a 10-for-1 split |
| San Luis Wealth Advisors LLC | 3,884 | $670.0K | 0.14% | +144+3.9% | AddedConverted for a 10-for-1 split |
| Sigma Investment Counselors Inc | 3,895 | $671.9K | 0.04% | +235+6.4% | AddedConverted for a 10-for-1 split |
| 1620 Investment Advisors, Inc. | 3,905 | $673.7K | 0.49% | −1,795−31.5% | ReducedConverted for a 10-for-1 split |
| Knightsbridge Asset Management, LLC | 3,923 | $676.8K | 0.15% | +353+9.9% | AddedConverted for a 10-for-1 split |
| Strategic Advisors LLC | 3,925 | $677.1K | 0.13% | +2,165+123.0% | AddedConverted for a 10-for-1 split |
| Verity Asset Management, Inc. | 3,945 | $680.7K | 0.26% | −465−10.5% | ReducedConverted for a 10-for-1 split |
| Grant/GrossMendelsohn, LLC | 3,952 | $681.7K | 0.29% | −78−1.9% | ReducedConverted for a 10-for-1 split |
| LJI Wealth Management, LLC | 3,971 | $685.0K | 0.14% | +261+7.0% | AddedConverted for a 10-for-1 split |
| Versant Capital Management, Inc | 3,973 | $685.3K | 0.16% | +853+27.3% | AddedConverted for a 10-for-1 split |
| Cahill Financial Advisors Inc | 3,976 | $685.9K | 0.09% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Charter Oak Capital Management, LLC | 3,979 | $686.4K | 0.06% | +1,609+67.9% | AddedConverted for a 10-for-1 split |
| Sargent Investment Group, LLC | 3,980 | $686.5K | 0.12% | +230+6.1% | AddedConverted for a 10-for-1 split |
| McNaughton Wealth Management, LLC | 3,980 | $686.5K | 0.33% | +3,980 | New |
| Bruce G. Allen Investments, LLC | 3,993 | $688.8K | 0.53% | −217−5.2% | ReducedConverted for a 10-for-1 split |
| Arthur M. Cohen & Associates, LLC | 4,120 | $690.0K | 0.12% | +100+2.5% | AddedConverted for a 10-for-1 split |
| PFC Capital Group, Inc. | 4,005 | $690.0K | 0.33% | +675+20.3% | AddedConverted for a 10-for-1 split |
| Lighthouse Investment Partners, LLC | 4,000 | $690.0K | 0.04% | +4,000 | New |
| Lattice Capital Management, LLC | 4,000 | $690.0K | 0.63% | +4,000 | New |
| Intergy Private Wealth, LLC | 4,002 | $690.3K | 0.26% | −28−0.7% | ReducedConverted for a 10-for-1 split |
| Catalyst Private Wealth, LLC | 4,010 | $691.7K | 0.34% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Legacy Capital Group California, Inc. | 4,017 | $692.9K | 0.23% | −53−1.3% | ReducedConverted for a 10-for-1 split |
| Provident Investment Management, Inc. | 4,020 | $693.5K | 0.06% | −520−11.5% | ReducedConverted for a 10-for-1 split |
| DSM Capital Partners LLC | 4,042 | $697.2K | 0.01% | +2,702+201.6% | AddedConverted for a 10-for-1 split |
| Wealth Dimensions Group, Ltd. | 4,043 | $697.5K | 0.18% | +373+10.2% | AddedConverted for a 10-for-1 split |
| Key Client Fiduciary Advisors, LLC | 4,044 | $697.6K | 0.32% | +174+4.5% | AddedConverted for a 10-for-1 split |
| Ellevest, Inc. | 4,045 | $697.8K | 0.04% | +225+5.9% | AddedConverted for a 10-for-1 split |
| Wetzel Investment Advisors, Inc. | 4,057 | $699.8K | 0.35% | +317+8.5% | AddedConverted for a 10-for-1 split |
| OneAscent Wealth Management LLC | 4,066 | $701.0K | 0.27% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Greenspring Advisors, LLC | 4,075 | $702.9K | 0.15% | +4,075 | New |
| Private Capital Management LLC | 4,077 | $703.3K | 0.13% | −10,113−71.3% | ReducedConverted for a 10-for-1 split |
| RKL Wealth Management LLC | 4,081 | $704.0K | 0.06% | +981+31.6% | AddedConverted for a 10-for-1 split |
| Clarity Wealth Advisors, LLC | 4,084 | $704.5K | 0.20% | +214+5.5% | AddedConverted for a 10-for-1 split |
| Lion Street Advisors, LLC | 4,087 | $705.0K | 0.25% | +847+26.1% | AddedConverted for a 10-for-1 split |
| Winthrop Advisory Group LLC | 4,088 | $705.1K | 0.09% | +858+26.6% | AddedConverted for a 10-for-1 split |
| Charter Trust Co | 4,097 | $706.7K | 0.05% | −293−6.7% | ReducedConverted for a 10-for-1 split |
| Clear Street Markets LLC | 4,100 | $707.0K | 0.46% | −4,510−52.4% | ReducedConverted for a 10-for-1 split |
| Morton Capital Management LLC | 4,108 | $708.6K | 0.14% | +2,408+141.6% | AddedConverted for a 10-for-1 split |
| Telos Capital Management, Inc. | 4,110 | $709.0K | 0.07% | +100+2.5% | AddedConverted for a 10-for-1 split |
| Cynosure Management, LLC | 4,130 | $712.5K | 0.10% | −7,280−63.8% | ReducedConverted for a 10-for-1 split |
| One + One Wealth Management, LLC | 4,137 | $713.6K | 0.42% | −143−3.3% | ReducedConverted for a 10-for-1 split |
| Texas Capital Bank Wealth Management Services Inc | 4,139 | $714.0K | 0.07% | +179+4.5% | AddedConverted for a 10-for-1 split |
| Gill Capital Partners, LLC | 4,155 | $716.7K | 0.26% | +45+1.1% | AddedConverted for a 10-for-1 split |
| TNF LLC | 4,190 | $717.9K | 0.26% | −37,690−90.0% | ReducedConverted for a 10-for-1 split |
| Rockport Wealth LLC | 4,170 | $719.3K | 0.19% | 00.0% | UnchangedConverted for a 10-for-1 split |
| RW Investment Management LLC | 4,171 | $719.5K | 0.09% | −199−4.6% | ReducedConverted for a 10-for-1 split |
| Affinity Wealth Management LLC | 4,172 | $719.7K | 0.13% | −188−4.3% | ReducedConverted for a 10-for-1 split |
| Lafayette Investments, Inc. | 4,180 | $721.0K | 0.15% | +250+6.4% | AddedConverted for a 10-for-1 split |
| Sandler Capital Management | 4,190 | $722.8K | 0.14% | −34,500−89.2% | ReducedConverted for a 10-for-1 split |
| Northstar Asset Management LLC | 4,200 | $724.5K | 0.17% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Smith Chas P & Associates Pa Cpas | 4,211 | $726.3K | 0.04% | +61+1.5% | AddedConverted for a 10-for-1 split |
| Meridian Wealth Partners, LLC | 4,227 | $729.2K | 0.11% | +317+8.1% | AddedConverted for a 10-for-1 split |
| Kellett Schaffner Wealth Advisors LLC | 4,228 | $729.3K | 0.52% | +328+8.4% | AddedConverted for a 10-for-1 split |
| Smart Money Group LLC | 4,305 | $730.8K | 0.26% | −36,815−89.5% | ReducedConverted for a 10-for-1 split |
| American Trust | 4,240 | $731.4K | 0.06% | −160−3.6% | ReducedConverted for a 10-for-1 split |
| Cottonwood Capital Advisors, LLC | 4,245 | $732.3K | 0.54% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Beacon Capital Management, LLC | 4,246 | $732.5K | 0.10% | +796+23.1% | AddedConverted for a 10-for-1 split |
| IMZ Advisory Inc | 4,147 | $732.6K | 0.34% | +4,147 | New |
| Douglas Lane & Associates, LLC | 4,251 | $733.3K | 0.01% | +211+5.2% | AddedConverted for a 10-for-1 split |
| Hofer & Associates. Inc | 4,260 | $734.8K | 0.51% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Bordeaux Wealth Advisors LLC | 4,277 | $737.8K | 0.13% | +1,707+66.4% | AddedConverted for a 10-for-1 split |
| Caldwell Investment Management Ltd. | 4,300 | $742.2K | 0.52% | −11,700−73.1% | ReducedConverted for a 10-for-1 split |
| McAdam, LLC | 4,312 | $743.8K | 0.04% | +732+20.4% | AddedConverted for a 10-for-1 split |
| Congress Park Capital LLC | 4,320 | $745.2K | 0.28% | −520−10.7% | ReducedConverted for a 10-for-1 split |
| J. L. Bainbridge & Co., Inc. | 4,320 | $745.2K | 0.07% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Blackston Financial Advisory Group, LLC | 4,346 | $749.7K | 0.39% | +4,346 | New |
| Northcape Wealth Management, LLC | 4,354 | $751.1K | 0.25% | +104+2.4% | AddedConverted for a 10-for-1 split |
| Ridgewood Investments LLC | 4,361 | $752.3K | 0.38% | +4,261+4,261.0% | AddedConverted for a 10-for-1 split |
| Wealth Quarterback LLC | 4,370 | $753.8K | 0.39% | +330+8.2% | AddedConverted for a 10-for-1 split |
| Aletheian Wealth Advisors LLC | 4,374 | $754.5K | 0.44% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Three Seasons Wealth, LLC | 4,402 | $759.3K | 0.40% | −558−11.3% | ReducedConverted for a 10-for-1 split |
| Smith Shellnut Wilson LLC | 4,402 | $759.3K | 0.34% | +452+11.4% | AddedConverted for a 10-for-1 split |
| Security Financial Services, INC. | 4,405 | $759.9K | 0.15% | +155+3.6% | AddedConverted for a 10-for-1 split |
| Blodgett Wealth Advisors, LLC | 4,408 | $760.3K | 0.64% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Guardian Capital Advisors LP | 4,550 | $762.0K | 0.08% | +4,550 | New |
| Brooks, Moore & Associates, Inc. | 4,425 | $763.3K | 0.45% | +1,855+72.2% | AddedConverted for a 10-for-1 split |
| Aurora Private Wealth, Inc. | 4,439 | $766.0K | 0.60% | +729+19.6% | AddedConverted for a 10-for-1 split |
| Foster Group, Inc. | 4,448 | $767.3K | 0.03% | −132−2.9% | ReducedConverted for a 10-for-1 split |
| Bangor Savings Bank | 4,449 | $767.5K | 0.07% | +149+3.5% | AddedConverted for a 10-for-1 split |