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 |
|---|---|---|---|---|---|
| Instrumental Wealth, LLC | 1,299 | $236.9K | 0.23% | +1,299 | New |
| Birchcreek Wealth Management, LLC | 1,378 | $237.7K | 0.16% | −72−5.0% | ReducedConverted for a 10-for-1 split |
| O'Connor Financial Group LLC | 1,378 | $237.7K | 0.12% | +128+10.2% | AddedConverted for a 10-for-1 split |
| Montgomery Investment Management Inc | 1,380 | $238.1K | 0.09% | 00.0% | UnchangedConverted for a 10-for-1 split |
| City State Bank | 1,380 | $238.1K | 0.09% | +40+3.0% | AddedConverted for a 10-for-1 split |
| Tobias Financial Advisors, Inc. | 1,380 | $238.1K | 0.05% | +120+9.5% | AddedConverted for a 10-for-1 split |
| Pinnacle Bancorp, Inc. | 1,385 | $238.9K | 0.06% | −275−16.6% | ReducedConverted for a 10-for-1 split |
| Worth Financial Advisory Group, LLC | 1,385 | $238.9K | 0.14% | +1,385 | New |
| Skyline Advisors, Inc. | 1,391 | $240.0K | 0.10% | −39−2.7% | ReducedConverted for a 10-for-1 split |
| DCM Advisors, LLC | 1,392 | $240.1K | 0.12% | −778−35.9% | ReducedConverted for a 10-for-1 split |
| Sterling Financial Group, Inc. | 1,394 | $240.5K | 0.10% | +34+2.5% | AddedConverted for a 10-for-1 split |
| Riverwater Partners LLC | 1,410 | $240.6K | 0.12% | −100−6.6% | ReducedConverted for a 10-for-1 split |
| Industrial Alliance Investment Management Inc. | 1,395 | $241.0K | 0.12% | −195−12.3% | ReducedConverted for a 10-for-1 split |
| Brio Consultants, LLC | 1,399 | $241.3K | 0.04% | +1,399 | New |
| Oxford Wealth Group, LLC | 1,400 | $241.5K | 0.20% | −120−7.9% | ReducedConverted for a 10-for-1 split |
| Blue Bell Private Wealth Management, LLC | 1,400 | $241.5K | 0.05% | +230+19.7% | AddedConverted for a 10-for-1 split |
| Cove Street Capital, LLC | 1,400 | $241.5K | 0.19% | +1,400 | New |
| Eq LLC | 1,400 | $241.5K | 0.12% | +1,400 | New |
| Diligent Investors, LLC | 1,410 | $243.2K | 0.06% | +1,410 | New |
| Hyperion Partners, LLC | 1,411 | $243.5K | 0.16% | +1,411 | New |
| Krane Funds Advisors LLC | 1,412 | $243.6K | 0.01% | +1,412 | New |
| Bell Investment Advisors, Inc | 1,414 | $243.9K | 0.04% | +14+1.0% | AddedConverted for a 10-for-1 split |
| Private Capital Management, LLC | 1,419 | $244.8K | 0.03% | +69+5.1% | AddedConverted for a 10-for-1 split |
| SilverOak Wealth Management LLC | 1,420 | $244.9K | 0.05% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Wexford Capital LP | 1,429 | $246.5K | 0.06% | −1,081−43.1% | ReducedConverted for a 10-for-1 split |
| Heritage Wealth Management, Inc./Texas | 1,430 | $246.7K | 0.14% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Foster Dykema Cabot & Partners, LLC | 1,430 | $246.7K | 0.02% | +150+11.7% | AddedConverted for a 10-for-1 split |
| American Capital Advisory, LLC | 1,430 | $246.7K | 0.14% | +380+36.2% | AddedConverted for a 10-for-1 split |
| Gray Wealth Management Inc. | 1,434 | $247.4K | 0.10% | +1,434 | New |
| LifePlan Investment Advisors, Inc. | 1,437 | $247.9K | 0.16% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Walled Lake Planning & Wealth Management, LLC | 1,439 | $248.2K | 0.09% | −2,031−58.5% | ReducedConverted for a 10-for-1 split |
| Sepio Capital, LP | 1,439 | $248.2K | 0.02% | +1,439 | New |
| LWMG, LLC | 1,439 | $248.2K | 0.05% | +1,439 | New |
| Acorn Financial Advisory Services Inc | 1,445 | $249.2K | 0.04% | +65+4.7% | AddedConverted for a 10-for-1 split |
| Blue Edge Capital, LLC | 1,450 | $250.1K | 0.04% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Retirement Income Solutions, Inc | 1,450 | $250.1K | 0.06% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Ariston Services Group | 1,454 | $250.8K | 0.22% | +1,454 | New |
| Conrad Siegel Investment Advisors, Inc. | 1,459 | $251.7K | 0.07% | +1,459 | New |
| Security National Bank of Sioux City Iowa | 1,460 | $251.8K | 0.15% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Gallacher Capital Management LLC | 1,461 | $252.0K | 0.12% | −299−17.0% | ReducedConverted for a 10-for-1 split |
| Galvin, Gaustad & Stein, LLC | 1,475 | $254.4K | 0.02% | +155+11.7% | AddedConverted for a 10-for-1 split |
| Financial Synergies Wealth Advisors, Inc. | 1,477 | $254.7K | 0.03% | +1,477 | New |
| North Star Investment Management Corp. | 1,480 | $255.2K | 0.02% | +160+12.1% | AddedConverted for a 10-for-1 split |
| Peterson Wealth Advisors, LLC | 1,484 | $256.0K | 0.05% | −956−39.2% | ReducedConverted for a 10-for-1 split |
| Sound Income Strategies, LLC | 1,486 | $256.3K | 0.02% | +746+100.8% | AddedConverted for a 10-for-1 split |
| Carson Advisory Inc. | 1,489 | $256.9K | 0.16% | −71−4.6% | ReducedConverted for a 10-for-1 split |
| RPS Advisory Solutions LLC | 1,489 | $256.9K | 0.18% | +1,489 | New |
| Montag & Caldwell, LLC | 1,490 | $257.0K | 0.05% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Thompson Davis & Co., Inc. | 1,490 | $257.0K | 0.19% | +1,490 | New |
| Cadinha & Co LLC | 1,491 | $257.2K | 0.04% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Waycross Partners, LLC | 1,500 | $258.8K | 0.04% | 00.0% | UnchangedConverted for a 10-for-1 split |
| McRae Capital Management Inc | 1,500 | $258.8K | 0.05% | +50+3.4% | AddedConverted for a 10-for-1 split |
| Lecap Asset Management Ltd | 1,503 | $259.3K | 0.06% | −21,097−93.3% | ReducedConverted for a 10-for-1 split |
| Gunn & Co Investment Management, Inc. | 1,505 | $259.6K | 0.18% | −2,645−63.7% | ReducedConverted for a 10-for-1 split |
| Phillips Financial Management, LLC | 1,512 | $260.8K | 0.02% | −158−9.5% | ReducedConverted for a 10-for-1 split |
| SNS Financial Group, LLC | 1,515 | $261.3K | 0.03% | −95−5.9% | ReducedConverted for a 10-for-1 split |
| Index Fund Advisors, Inc. | 1,515 | $261.3K | 0.01% | +1,515 | New |
| Bath Savings Trust Co | 1,520 | $262.2K | 0.03% | −10−0.7% | ReducedConverted for a 10-for-1 split |
| S.A. Mason LLC | 1,520 | $262.2K | 0.14% | +250+19.7% | AddedConverted for a 10-for-1 split |
| Significant Wealth Partners LLC | 1,528 | $263.6K | 0.14% | +218+16.6% | AddedConverted for a 10-for-1 split |
| Lansing Street Advisors | 1,528 | $263.7K | 0.10% | +78+5.4% | AddedConverted for a 10-for-1 split |
| Stockman Wealth Management, Inc. | 1,530 | $263.9K | 0.04% | −1,940−55.9% | ReducedConverted for a 10-for-1 split |
| Rosenbaum Jay D. | 1,530 | $263.9K | 3.94% | −1,690−52.5% | ReducedConverted for a 10-for-1 split |
| Heartwood Wealth Advisors LLC | 1,530 | $263.9K | 0.03% | +160+11.7% | AddedConverted for a 10-for-1 split |
| Weinberger Asset Management, Inc | 1,538 | $265.3K | 0.11% | +58+3.9% | AddedConverted for a 10-for-1 split |
| Keystone Financial Services | 1,540 | $265.6K | 0.10% | +1,540 | New |
| Eclectic Associates Inc | 1,540 | $265.7K | 0.10% | +1,540 | New |
| Blue Square Asset Management, LLC | 1,548 | $267.0K | 0.14% | +128+9.0% | AddedConverted for a 10-for-1 split |
| Arbor Investment Advisors, LLC | 1,550 | $267.4K | 0.04% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Peak Financial Management, Inc. | 1,550 | $267.4K | 0.08% | 00.0% | UnchangedConverted for a 10-for-1 split |
| B&D White Capital Company, LLC | 1,550 | $267.4K | 0.05% | +50+3.3% | AddedConverted for a 10-for-1 split |
| RPG Investment Advisory, LLC | 1,560 | $269.1K | 0.04% | +60+4.0% | AddedConverted for a 10-for-1 split |
| Foguth Wealth Management, LLC. | 1,495 | $270.2K | 0.10% | −1,055−41.4% | ReducedConverted for a 10-for-1 split |
| Northwest Wealth Management, LLC | 1,570 | $270.8K | 0.06% | −20−1.3% | ReducedConverted for a 10-for-1 split |
| Goepper Burkhardt LLC | 1,570 | $270.8K | 0.11% | +1,570 | New |
| ACT Advisors, LLC. | 1,571 | $271.0K | 0.13% | +81+5.4% | AddedConverted for a 10-for-1 split |
| Aire Advisors, LLC | 1,576 | $271.9K | 0.06% | 00.0% | UnchangedConverted for a 10-for-1 split |
| NCM Capital Management, LLC | 1,580 | $272.6K | 0.13% | 00.0% | UnchangedConverted for a 10-for-1 split |
| GFS Advisors, LLC | 1,582 | $273.0K | 0.06% | +302+23.6% | AddedConverted for a 10-for-1 split |
| McDaniel Terry & Co | 1,580 | $273.0K | 0.02% | +1,580 | New |
| NDVR, Inc. | 1,583 | $273.4K | 0.28% | +1,583 | New |
| GFG Capital, LLC | 2,607 | $273.6K | 0.11% | +2,607 | New |
| Capital Square, LLC | 1,588 | $274.1K | 0.17% | −11,602−88.0% | ReducedConverted for a 10-for-1 split |
| Salomon & Ludwin, LLC | 1,590 | $274.3K | 0.03% | −30−1.9% | ReducedConverted for a 10-for-1 split |
| Financial Advisors, LLC | 1,590 | $274.3K | 0.05% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Strategic Financial Concepts, LLC | 1,592 | $274.5K | 0.09% | −2,059,198−99.9% | ReducedConverted for a 10-for-1 split |
| Values Added Financial LLC | 1,592 | $274.6K | 0.17% | +32+2.1% | AddedConverted for a 10-for-1 split |
| Del-Sette Capital Management, LLC | 1,600 | $276.0K | 0.22% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Zuckerman Investment Group, LLC | 1,600 | $276.1K | 0.03% | +70+4.6% | AddedConverted for a 10-for-1 split |
| Cape Investment Advisory, Inc. | 1,605 | $276.9K | 0.11% | −55−3.3% | ReducedConverted for a 10-for-1 split |
| Kerntke Otto McGlone Wealth Management Group | 1,606 | $277.1K | 0.23% | −1,334−45.4% | ReducedConverted for a 10-for-1 split |
| Arvest Bank Trust Division | 1,608 | $277.4K | 0.02% | +1,608 | New |
| Maven Securities LTD | 1,610 | $277.7K | 0.03% | −22,380−93.3% | ReducedConverted for a 10-for-1 split |
| Client 1st Advisory Group, LLC | 1,611 | $277.8K | 0.11% | +1,611 | New |
| Werba Rubin Papier Wealth Management | 1,613 | $278.3K | 0.07% | +273+20.4% | AddedConverted for a 10-for-1 split |
| Harbour Trust & Investment Management Co | 1,615 | $278.6K | 0.03% | +215+15.4% | AddedConverted for a 10-for-1 split |
| Madrona Financial Services, LLC | 1,620 | $279.4K | 0.08% | +60+3.8% | AddedConverted for a 10-for-1 split |
| Trilogy Capital Inc. | 1,625 | $280.4K | 0.01% | +45+2.8% | AddedConverted for a 10-for-1 split |
| Pioneer Trust Bank N A | 1,630 | $281.2K | 0.07% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Brass Tax Wealth Management, Inc | 1,638 | $282.6K | 0.06% | −3,652−69.0% | ReducedConverted for a 10-for-1 split |