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 |
|---|---|---|---|---|---|
| Quest Investment Management LLC | 87,268 | $15.1M | 1.76% | −33,232−27.6% | ReducedConverted for a 10-for-1 split |
| Citizens National Bank Trust Department | 87,545 | $15.1M | 3.18% | −2,135−2.4% | ReducedConverted for a 10-for-1 split |
| Meeder Advisory Services, Inc. | 87,561 | $15.1M | 0.98% | +2,661+3.1% | AddedConverted for a 10-for-1 split |
| Parallax Volatility Advisers, L.P. | 87,870 | $15.2M | 0.39% | −57,500−39.6% | ReducedConverted for a 10-for-1 split |
| Wetherby Asset Management Inc | 87,905 | $15.2M | 0.69% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Fulton Bank, N.A. | 88,057 | $15.2M | 0.58% | +26,937+44.1% | AddedConverted for a 10-for-1 split |
| Steamboat Capital Partners, LLC | 88,189 | $15.2M | 4.80% | −1,811−2.0% | ReducedConverted for a 10-for-1 split |
| Summit Financial, LLC | 88,578 | $15.3M | 0.60% | +6,938+8.5% | AddedConverted for a 10-for-1 split |
| Spectrum Wealth Counsel, LLC | 88,597 | $15.3M | 1.81% | −2,493−2.7% | ReducedConverted for a 10-for-1 split |
| Matthews International Capital Management LLC | 89,415 | $15.4M | 2.54% | +24,905+38.6% | AddedConverted for a 10-for-1 split |
| Sustainable Insight Capital Management, LLC | 89,520 | $15.4M | 7.00% | −6,200−6.5% | ReducedConverted for a 10-for-1 split |
| CX Institutional | 89,587 | $15.5M | 0.69% | +51,687+136.4% | AddedConverted for a 10-for-1 split |
| Bellwether Advisors, LLC | 89,865 | $15.5M | 2.98% | +9,205+11.4% | AddedConverted for a 10-for-1 split |
| Mission Wealth Management, LP | 90,012 | $15.5M | 0.38% | −6,198−6.4% | ReducedConverted for a 10-for-1 split |
| Richard Bernstein Advisors LLC | 90,674 | $15.6M | 0.34% | −2,046−2.2% | ReducedConverted for a 10-for-1 split |
| Nwam LLC | 91,326 | $15.8M | 0.96% | +46,416+103.4% | AddedConverted for a 10-for-1 split |
| HighPoint Advisor Group LLC | 91,371 | $15.8M | 0.92% | −655,349−87.8% | ReducedConverted for a 10-for-1 split |
| CSM Advisors, LLC | 91,545 | $15.8M | 1.03% | −3,765−4.0% | ReducedConverted for a 10-for-1 split |
| Tenere Capital LLC | 91,677 | $15.8M | 4.20% | +20,137+28.1% | AddedConverted for a 10-for-1 split |
| Bogart Wealth, LLC | 91,722 | $15.8M | 0.75% | +18,242+24.8% | AddedConverted for a 10-for-1 split |
| TCG Advisory Services, LLC | 91,977 | $15.9M | 0.69% | +6,087+7.1% | AddedConverted for a 10-for-1 split |
| Vantage Investment Partners, LLC | 92,060 | $15.9M | 1.33% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Mitchell Capital Management Co | 92,259 | $15.9M | 2.78% | −2,081−2.2% | ReducedConverted for a 10-for-1 split |
| Country Club Bank | 92,766 | $16.0M | 1.07% | −2,894−3.0% | ReducedConverted for a 10-for-1 split |
| Integrated Advisors Network LLC | 93,228 | $16.1M | 0.77% | −11,152−10.7% | ReducedConverted for a 10-for-1 split |
| Parcion Private Wealth LLC | 93,764 | $16.2M | 1.35% | +22,714+32.0% | AddedConverted for a 10-for-1 split |
| Cornerstone Wealth Group, LLC | 93,766 | $16.2M | 1.34% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Commonwealth Retirement Investments LLC | 94,045 | $16.2M | 6.80% | −1,205−1.3% | ReducedConverted for a 10-for-1 split |
| Venture Visionary Partners LLC | 94,445 | $16.3M | 0.71% | −1,065−1.1% | ReducedConverted for a 10-for-1 split |
| Longbow Finance SA | 94,757 | $16.3M | 1.74% | −36,503−27.8% | ReducedConverted for a 10-for-1 split |
| Citizens Financial Group Inc | 94,792 | $16.4M | 0.33% | +16,732+21.4% | AddedConverted for a 10-for-1 split |
| Goldstream Capital Management Ltd | 94,850 | $16.4M | 7.40% | −4,470−4.5% | ReducedConverted for a 10-for-1 split |
| Cyrus J. Lawrence, LLC | 95,056 | $16.4M | 3.22% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Sanibel Captiva Trust Company, Inc. | 95,424 | $16.5M | 0.53% | −1,026−1.1% | ReducedConverted for a 10-for-1 split |
| Thompson Siegel & Walmsley LLC | 95,935 | $16.5M | 0.25% | +605+0.6% | AddedConverted for a 10-for-1 split |
| Northeast Financial Consultants Inc | 96,129 | $16.6M | 0.73% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Harel Insurance Investments & Financial Services Ltd. | 96,373 | $16.6M | 0.29% | +47,563+97.4% | AddedConverted for a 10-for-1 split |
| Capital City Trust Co | 96,646 | $16.7M | 4.14% | −924−0.9% | ReducedConverted for a 10-for-1 split |
| Ossiam | 96,648 | $16.7M | 0.32% | −17,312−15.2% | ReducedConverted for a 10-for-1 split |
| Western Wealth Management, LLC | 96,685 | $16.7M | 0.95% | +20,275+26.5% | AddedConverted for a 10-for-1 split |
| Harrell Investment Partners, LLC | 97,023 | $16.7M | 4.74% | −6,327−6.1% | ReducedConverted for a 10-for-1 split |
| Kingsview Wealth Management, LLC | 97,869 | $16.9M | 0.36% | +11,989+14.0% | AddedConverted for a 10-for-1 split |
| Winton Group Ltd | 98,072 | $16.9M | 1.19% | −21,418−17.9% | ReducedConverted for a 10-for-1 split |
| Advisory Research Inc | 98,101 | $16.9M | 3.01% | −2,149−2.1% | ReducedConverted for a 10-for-1 split |
| Clearstead Advisors, LLC | 98,117 | $16.9M | 0.26% | +12,217+14.2% | AddedConverted for a 10-for-1 split |
| Foyston, Gordon, & Payne Inc | 98,527 | $17.0M | 4.24% | −12,033−10.9% | ReducedConverted for a 10-for-1 split |
| Capital Analysts, LLC | 98,681 | $17.0M | 0.69% | +1,311+1.3% | AddedConverted for a 10-for-1 split |
| Pitcairn Co | 99,133 | $17.1M | 1.01% | −10,067−9.2% | ReducedConverted for a 10-for-1 split |
| Davidson Investment Advisors | 99,229 | $17.1M | 0.83% | +99,229 | New |
| Cumberland Partners Ltd | 99,558 | $17.2M | 1.19% | +25,948+35.3% | AddedConverted for a 10-for-1 split |
| Legacy Private Trust Co. | 100,258 | $17.3M | 1.16% | +1,468+1.5% | AddedConverted for a 10-for-1 split |
| Verdence Capital Advisors LLC | 100,743 | $17.4M | 1.38% | +1,883+1.9% | AddedConverted for a 10-for-1 split |
| Overbrook Management Corp | 100,778 | $17.4M | 3.99% | +33,078+48.9% | AddedConverted for a 10-for-1 split |
| Itau Unibanco Holding S.A. | 100,936 | $17.4M | 0.57% | −28,254−21.9% | ReducedConverted for a 10-for-1 split |
| McKinley Carter Wealth Services, Inc. | 101,036 | $17.4M | 1.05% | −4,114−3.9% | ReducedConverted for a 10-for-1 split |
| FRG Family Wealth Advisors LLC | 101,827 | $17.6M | 3.14% | −916,143−90.0% | ReducedConverted for a 10-for-1 split |
| Hilltop Holdings Inc. | 101,968 | $17.6M | 1.15% | +75,518+285.5% | AddedConverted for a 10-for-1 split |
| Jackson Square Capital, LLC | 102,075 | $17.6M | 4.37% | +1,665+1.7% | AddedConverted for a 10-for-1 split |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 102,866 | $17.7M | 0.56% | −52,494−33.8% | ReducedConverted for a 10-for-1 split |
| Twin Capital Management Inc | 102,994 | $17.8M | 2.00% | −2,526−2.4% | ReducedConverted for a 10-for-1 split |
| Hedeker Wealth, LLC | 103,286 | $17.8M | 4.72% | −604−0.6% | ReducedConverted for a 10-for-1 split |
| Romano Brothers and Company | 103,615 | $17.9M | 2.23% | +2,715+2.7% | AddedConverted for a 10-for-1 split |
| Capital Investment Counsel, LLC | 104,587 | $18.0M | 3.12% | −4,163−3.8% | ReducedConverted for a 10-for-1 split |
| Strategic Wealth Designers | 107,949 | $18.1M | 1.94% | +106,509+7,396.5% | AddedConverted for a 10-for-1 split |
| Laffer Tengler Investments | 104,830 | $18.1M | 3.66% | −7,840−7.0% | ReducedConverted for a 10-for-1 split |
| Perigon Wealth Management, LLC | 104,849 | $18.1M | 0.49% | +3,769+3.7% | AddedConverted for a 10-for-1 split |
| American National Bank | 105,383 | $18.2M | 2.14% | −3,707−3.4% | ReducedConverted for a 10-for-1 split |
| Resources Investment Advisors, LLC. | 105,761 | $18.2M | 0.21% | −3,549−3.2% | ReducedConverted for a 10-for-1 split |
| John G Ullman & Associates Inc | 105,940 | $18.3M | 2.63% | −3,200−2.9% | ReducedConverted for a 10-for-1 split |
| Exencial Wealth Advisors, LLC | 105,965 | $18.3M | 0.66% | +93,365+741.0% | AddedConverted for a 10-for-1 split |
| Alberta Investment Management Corp | 106,380 | $18.4M | 0.16% | +45,050+73.5% | AddedConverted for a 10-for-1 split |
| Beacon Investment Advisory Services, Inc. | 106,560 | $18.4M | 0.76% | −770−0.7% | ReducedConverted for a 10-for-1 split |
| Greenleaf Trust | 107,469 | $18.5M | 0.16% | +2,099+2.0% | AddedConverted for a 10-for-1 split |
| Melqart Asset Management (UK) Ltd | 107,502 | $18.5M | 1.82% | −73,538−40.6% | ReducedConverted for a 10-for-1 split |
| Crestline Management, LP | 107,635 | $18.6M | 1.06% | +85,635+389.3% | AddedConverted for a 10-for-1 split |
| MBB Public Markets I LLC | 107,710 | $18.6M | 1.58% | −287,660−72.8% | ReducedConverted for a 10-for-1 split |
| PGGM Investments | 107,718 | $18.6M | 0.24% | +45,578+73.3% | AddedConverted for a 10-for-1 split |
| Alpine Woods Capital Investors, LLC | 104,187 | $18.6M | 3.27% | −3,843−3.6% | ReducedConverted for a 10-for-1 split |
| DRW Securities, LLC | 108,104 | $18.6M | 1.03% | +12,814+13.4% | AddedConverted for a 10-for-1 split |
| WESPAC Advisors SoCal, LLC | 108,128 | $18.7M | 4.31% | −23,962−18.1% | ReducedConverted for a 10-for-1 split |
| Change Path, LLC | 108,345 | $18.7M | 0.64% | −16,145−13.0% | ReducedConverted for a 10-for-1 split |
| Cantor Fitzgerald Investment Adviser L.P. | 108,972 | $18.8M | 1.28% | −135,308−55.4% | ReducedConverted for a 10-for-1 split |
| Nicola Wealth Management Ltd. | 109,000 | $18.8M | 1.49% | +109,000 | New |
| Lombard Odier Asset Management (Switzerland) SA | 109,337 | $18.9M | 1.58% | +6,857+6.7% | AddedConverted for a 10-for-1 split |
| W.G. Shaheen & Associates DBA Whitney & Co | 109,462 | $18.9M | 2.02% | +982+0.9% | AddedConverted for a 10-for-1 split |
| Glass Wealth Management Co LLC | 110,480 | $19.1M | 10.53% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Plato Investment Management Ltd | 110,703 | $19.1M | 1.55% | −2,097−1.9% | ReducedConverted for a 10-for-1 split |
| Ashton Thomas Private Wealth, LLC | 110,713 | $19.1M | 1.02% | −567−0.5% | ReducedConverted for a 10-for-1 split |
| Caption Management, LLC | 110,800 | $19.1M | 2.05% | +110,800 | New |
| Sumitomo Life Insurance Co | 111,383 | $19.2M | 0.38% | +14,773+15.3% | AddedConverted for a 10-for-1 split |
| Sycomore Asset Management | 107,982 | $19.2M | 3.19% | +6,762+6.7% | AddedConverted for a 10-for-1 split |
| Elk River Wealth Management, LLC | 112,832 | $19.5M | 3.54% | +1,512+1.4% | AddedConverted for a 10-for-1 split |
| Nilsine Partners, LLC | 112,878 | $19.5M | 2.52% | −2,162−1.9% | ReducedConverted for a 10-for-1 split |
| Lockheed Martin Investment Management Co | 113,056 | $19.5M | 0.90% | +44,456+64.8% | AddedConverted for a 10-for-1 split |
| Consolidated Investment Group LLC | 113,340 | $19.6M | 2.90% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Forbes J M & Co LLP | 113,500 | $19.6M | 1.91% | −1,250−1.1% | ReducedConverted for a 10-for-1 split |
| Welch & Forbes LLC | 113,540 | $19.6M | 0.25% | +51,830+84.0% | AddedConverted for a 10-for-1 split |
| Thoroughbred Financial Services, LLC | 113,775 | $19.6M | 1.27% | −645−0.6% | ReducedConverted for a 10-for-1 split |
| South Dakota Investment Council | 113,870 | $19.6M | 0.38% | +3,200+2.9% | AddedConverted for a 10-for-1 split |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 114,385 | $19.7M | 4.81% | +62,545+120.7% | AddedConverted for a 10-for-1 split |