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, 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
- 3,417
- +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
- 1,207 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 | 4,855 | $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, 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 |
|---|---|---|---|---|---|
| Principal Street Partners, LLC | 9,732 | $3.47M | 0.57% | −61,728−86.4% | ReducedConverted for a 10-for-1 split |
| Paradigm Financial Partners, LLC | 20,014 | $3.47M | 0.48% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Empire Financial Management Company, LLC | 20,274 | $3.50M | 1.08% | −1,746−7.9% | ReducedConverted for a 10-for-1 split |
| Commons Capital, LLC | 20,289 | $3.50M | 3.86% | +199+1.0% | AddedConverted for a 10-for-1 split |
| Wills Financial Group, Inc. | 20,302 | $3.50M | 1.47% | −168−0.8% | ReducedConverted for a 10-for-1 split |
| Hudson Canyon Capital Management | 20,310 | $3.50M | 2.26% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Sanders Morris Harris LLC | 20,350 | $3.51M | 0.58% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Brandywine Oak Private Wealth LLC | 20,429 | $3.52M | 0.34% | +1,719+9.2% | AddedConverted for a 10-for-1 split |
| Alps Advisors Inc | 20,448 | $3.53M | 0.02% | −197,182−90.6% | ReducedConverted for a 10-for-1 split |
| Paragon Advisors, LLC | 20,521 | $3.54M | 1.15% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Montecito Bank & Trust | 20,783 | $3.59M | 0.61% | +3,943+23.4% | AddedConverted for a 10-for-1 split |
| Mirabaud Asset Management Ltd | 20,778 | $3.59M | 1.48% | +188+0.9% | AddedConverted for a 10-for-1 split |
| Avidian Wealth Solutions, LLC | 20,811 | $3.59M | 0.16% | +661+3.3% | AddedConverted for a 10-for-1 split |
| Lifeworks Advisors, LLC | 20,828 | $3.59M | 0.71% | +4,488+27.5% | AddedConverted for a 10-for-1 split |
| Valley National Advisers Inc | 20,833 | $3.59M | 0.65% | +9,193+79.0% | AddedConverted for a 10-for-1 split |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 20,996 | $3.60M | 0.03% | −199,004−90.5% | ReducedConverted for a 10-for-1 split |
| Forte Capital LLC | 20,901 | $3.61M | 0.41% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Consolidated Capital Management, LLC | 20,905 | $3.61M | 1.57% | −37,015−63.9% | ReducedConverted for a 10-for-1 split |
| Haverford Trust Co | 20,940 | $3.61M | 0.04% | +530+2.6% | AddedConverted for a 10-for-1 split |
| Napa Wealth Management | 20,946 | $3.61M | 1.71% | +20,946 | New |
| Modern Wealth Management, LLC | 20,951 | $3.61M | 0.22% | +1,591+8.2% | AddedConverted for a 10-for-1 split |
| Marcum Wealth, LLC | 20,979 | $3.62M | 0.34% | −151−0.7% | ReducedConverted for a 10-for-1 split |
| Violich Capital Management, Inc. | 21,080 | $3.64M | 0.47% | +180+0.9% | AddedConverted for a 10-for-1 split |
| Triangle Securities Wealth Management | 21,120 | $3.64M | 0.94% | +380+1.8% | AddedConverted for a 10-for-1 split |
| LRI Investments, LLC | 21,388 | $3.64M | 0.35% | +508+2.4% | AddedConverted for a 10-for-1 split |
| Farmers & Merchants Trust Co of Chambersburg PA | 21,133 | $3.65M | 1.40% | −2,307−9.8% | ReducedConverted for a 10-for-1 split |
| Patten & Patten Inc | 21,135 | $3.65M | 0.24% | +825+4.1% | AddedConverted for a 10-for-1 split |
| Foresight Capital Management Advisors, Inc. | 21,152 | $3.65M | 2.17% | −16,288−43.5% | ReducedConverted for a 10-for-1 split |
| Zhang Financial LLC | 21,155 | $3.65M | 0.23% | −1,185−5.3% | ReducedConverted for a 10-for-1 split |
| PDS Planning, Inc | 21,182 | $3.65M | 0.33% | +1,312+6.6% | AddedConverted for a 10-for-1 split |
| Leisure Capital Management | 21,278 | $3.67M | 1.57% | −832−3.8% | ReducedConverted for a 10-for-1 split |
| Security National Bank | 21,371 | $3.69M | 0.50% | 00.0% | UnchangedConverted for a 10-for-1 split |
| First Washington CORP | 21,386 | $3.69M | 1.47% | +21,386 | New |
| Shoker Investment Counsel, Inc. | 21,431 | $3.70M | 1.24% | +21,431 | New |
| Cim Investment Mangement Inc | 21,467 | $3.70M | 1.09% | −753−3.4% | ReducedConverted for a 10-for-1 split |
| Rakuten Securities, Inc. | 21,493 | $3.71M | 1.61% | +3,743+21.1% | AddedConverted for a 10-for-1 split |
| Pensionfund Sabic | 21,500 | $3.71M | 1.16% | −4,000−15.7% | ReducedConverted for a 10-for-1 split |
| Essex Financial Services, Inc. | 20,692 | $3.71M | 0.27% | −176,008−89.5% | ReducedConverted for a 10-for-1 split |
| Prevail Innovative Wealth Advisors, LLC | 21,526 | $3.71M | 1.13% | +21,526 | New |
| Ameritas Advisory Services, LLC | 21,558 | $3.72M | 0.16% | −33,652−61.0% | ReducedConverted for a 10-for-1 split |
| Orca Investment Management, LLC | 21,574 | $3.72M | 3.36% | +1,074+5.2% | AddedConverted for a 10-for-1 split |
| Coastal Investment Advisors, Inc. | 20,434 | $3.73M | 1.71% | −5,926−22.5% | ReducedConverted for a 10-for-1 split |
| Sweet Financial Partners, LLC | 21,633 | $3.73M | 0.81% | +803+3.9% | AddedConverted for a 10-for-1 split |
| Donoghue Forlines LLC | 21,646 | $3.73M | 1.06% | −1,484−6.4% | ReducedConverted for a 10-for-1 split |
| Xcel Wealth Management, LLC | 21,696 | $3.74M | 1.09% | −4,954−18.6% | ReducedConverted for a 10-for-1 split |
| Insigneo Advisory Services, LLC | 21,713 | $3.75M | 0.38% | −175,687−89.0% | ReducedConverted for a 10-for-1 split |
| Tradition Wealth Management, LLC | 21,715 | $3.75M | 0.33% | −815−3.6% | ReducedConverted for a 10-for-1 split |
| McDonald Partners LLC | 21,845 | $3.77M | 0.94% | −3,135−12.6% | ReducedConverted for a 10-for-1 split |
| Old National Bancorp | 21,861 | $3.77M | 0.09% | +1,671+8.3% | AddedConverted for a 10-for-1 split |
| Lake Street Financial LLC | 21,925 | $3.78M | 0.61% | −3,085−12.3% | ReducedConverted for a 10-for-1 split |
| Stevens Capital Management LP | 21,938 | $3.78M | 0.54% | +14,808+207.7% | AddedConverted for a 10-for-1 split |
| Aft, Forsyth & Sober, LLC | 22,000 | $3.79M | 1.25% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Arjuna Capital | 22,051 | $3.80M | 0.99% | −3,059−12.2% | ReducedConverted for a 10-for-1 split |
| Proquility Private Wealth Partners, LLC | 22,085 | $3.81M | 1.22% | −345−1.5% | ReducedConverted for a 10-for-1 split |
| Journey Strategic Wealth LLC | 22,097 | $3.81M | 0.14% | +2,407+12.2% | AddedConverted for a 10-for-1 split |
| PYA Waltman Capital, LLC | 22,418 | $3.87M | 1.26% | +418+1.9% | AddedConverted for a 10-for-1 split |
| Strengthening Families & Communities, LLC | 22,467 | $3.88M | 0.99% | +2,557+12.8% | AddedConverted for a 10-for-1 split |
| Gryphon Financial Partners LLC | 22,497 | $3.88M | 0.52% | +1,007+4.7% | AddedConverted for a 10-for-1 split |
| Paradigm Asset Management Co LLC | 22,500 | $3.88M | 1.02% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Central Valley Advisors, LLC | 22,508 | $3.88M | 2.19% | +148+0.7% | AddedConverted for a 10-for-1 split |
| Birinyi Associates Inc | 22,516 | $3.88M | 1.12% | 00.0% | UnchangedConverted for a 10-for-1 split |
| IAM Advisory, LLC | 22,530 | $3.89M | 0.98% | −990−4.2% | ReducedConverted for a 10-for-1 split |
| IPG Investment Advisors LLC | 22,565 | $3.89M | 0.85% | +20,535+1,011.6% | AddedConverted for a 10-for-1 split |
| Simon Quick Advisors, LLC | 22,596 | $3.90M | 0.25% | +3,616+19.1% | AddedConverted for a 10-for-1 split |
| Trust Investment Advisors | 22,601 | $3.90M | 2.48% | −3,069−12.0% | ReducedConverted for a 10-for-1 split |
| Family Firm, Inc. | 22,657 | $3.91M | 0.86% | +15,987+239.7% | AddedConverted for a 10-for-1 split |
| Left Brain Wealth Management, LLC | 22,698 | $3.92M | 1.82% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Legacy Wealth Asset Management, LLC | 22,721 | $3.92M | 1.05% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Providence Wealth Advisors, LLC | 22,060 | $3.93M | 2.90% | +230+1.1% | AddedConverted for a 10-for-1 split |
| Trust Co of Vermont | 22,780 | $3.93M | 0.20% | +1,350+6.3% | AddedConverted for a 10-for-1 split |
| FCG Investment Co | 22,902 | $3.95M | 2.59% | −2,098−8.4% | ReducedConverted for a 10-for-1 split |
| Ocean Capital Management, LLC | 22,946 | $3.96M | 0.93% | +22,946 | New |
| CRA Financial Services, LLC | 22,950 | $3.96M | 0.73% | +850+3.8% | AddedConverted for a 10-for-1 split |
| CWC Advisors, LLC. | 22,968 | $3.96M | 3.91% | +22,968 | New |
| Leonteq Securities AG | 23,051 | $3.98M | 0.47% | −249−1.1% | ReducedConverted for a 10-for-1 split |
| Wellington Shields Capital Management, LLC | 23,059 | $3.98M | 0.69% | 00.0% | UnchangedConverted for a 10-for-1 split |
| NovaPoint Capital, LLC | 23,087 | $3.98M | 1.24% | +19,397+525.7% | AddedConverted for a 10-for-1 split |
| Centennial Bank | 23,137 | $3.99M | 1.83% | −2,613−10.1% | ReducedConverted for a 10-for-1 split |
| Lineweaver Wealth Advisors, LLC | 23,135 | $3.99M | 0.76% | +1,485+6.9% | AddedConverted for a 10-for-1 split |
| Axecap Investments, LLC | 23,173 | $4.00M | 3.03% | +23,173 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 23,212 | $4.00M | 0.61% | +9,892+74.3% | AddedConverted for a 10-for-1 split |
| Pinnacle Wealth Planning Services, Inc. | 23,240 | $4.01M | 0.54% | +950+4.3% | AddedConverted for a 10-for-1 split |
| Eagle Harbor Asset Management Inc | 23,292 | $4.02M | 3.98% | −778−3.2% | ReducedConverted for a 10-for-1 split |
| Jupiter Wealth Management LLC | 23,311 | $4.02M | 2.06% | −222,899−90.5% | ReducedConverted for a 10-for-1 split |
| Eley Financial Management, Inc | 23,347 | $4.03M | 1.62% | −8,853−27.5% | ReducedConverted for a 10-for-1 split |
| Regatta Capital Group, LLC | 23,380 | $4.03M | 0.78% | +520+2.3% | AddedConverted for a 10-for-1 split |
| Cove Private Wealth, LLC | 23,500 | $4.05M | 3.15% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Studio Investment Management LLC | 23,617 | $4.07M | 0.86% | −1,133−4.6% | ReducedConverted for a 10-for-1 split |
| Waldron Private Wealth LLC | 23,623 | $4.07M | 0.17% | +2,693+12.9% | AddedConverted for a 10-for-1 split |
| Marshall Financial Group LLC | 23,792 | $4.10M | 0.98% | −188−0.8% | ReducedConverted for a 10-for-1 split |
| Anchor Investment Management, LLC | 23,809 | $4.11M | 0.39% | +2,419+11.3% | AddedConverted for a 10-for-1 split |
| Morningstar Investment Services LLC | 23,803 | $4.11M | 0.04% | +2,453+11.5% | AddedConverted for a 10-for-1 split |
| Everhart Financial Group, Inc. | 23,872 | $4.12M | 0.91% | +3,242+15.7% | AddedConverted for a 10-for-1 split |
| Cinctive Capital Management LP | 23,894 | $4.12M | 0.24% | +7,764+48.1% | AddedConverted for a 10-for-1 split |
| Westside Investment Management, Inc. | 25,815 | $4.14M | 0.88% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Groesbeck Investment Management Corp | 24,060 | $4.15M | 6.09% | −3,050−11.3% | ReducedConverted for a 10-for-1 split |
| Institute for Wealth Management, LLC. | 24,080 | $4.15M | 0.52% | +150+0.6% | AddedConverted for a 10-for-1 split |
| Freedom Day Solutions, LLC | 24,083 | $4.15M | 1.29% | −157−0.6% | ReducedConverted for a 10-for-1 split |
| Founders Financial Securities LLC | 24,152 | $4.17M | 0.38% | −1,248−4.9% | ReducedConverted for a 10-for-1 split |
| Rockline Wealth Management, LLC | 24,169 | $4.17M | 1.18% | +1,419+6.2% | AddedConverted for a 10-for-1 split |