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
- 3,417
- +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 | 4,854 | $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 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 29,899 | $5.16M | 0.18% | −1,651−5.2% | ReducedConverted for a 10-for-1 split |
| Human Investing LLC | 29,812 | $5.14M | 0.93% | −418−1.4% | ReducedConverted for a 10-for-1 split |
| Carret Asset Management, LLC | 29,780 | $5.14M | 0.56% | +2,200+8.0% | AddedConverted for a 10-for-1 split |
| Ironwood Investment Counsel, LLC | 29,776 | $5.14M | 0.86% | −554−1.8% | ReducedConverted for a 10-for-1 split |
| Legacy Bridge, LLC | 29,735 | $5.13M | 2.76% | +765+2.6% | AddedConverted for a 10-for-1 split |
| Insight Wealth Strategies, LLC | 29,675 | $5.12M | 0.67% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Arete Wealth Advisors, LLC | 29,785 | $5.12M | 0.44% | −6,055−16.9% | ReducedConverted for a 10-for-1 split |
| Robertson Stephens Wealth Management, LLC | 29,641 | $5.11M | 0.19% | −909−3.0% | ReducedConverted for a 10-for-1 split |
| RB Capital Management, LLC | 29,641 | $5.11M | 1.21% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Select Equity Group, L.P. | 29,465 | $5.08M | 0.02% | +29,465 | New |
| MidWestOne Financial Group, Inc. | 29,396 | $5.07M | 0.70% | +1,206+4.3% | AddedConverted for a 10-for-1 split |
| Clarius Group, LLC | 29,306 | $5.04M | 0.35% | −744−2.5% | ReducedConverted for a 10-for-1 split |
| Newman Dignan & Sheerar, Inc. | 29,319 | $5.04M | 1.21% | −1,561−5.1% | ReducedConverted for a 10-for-1 split |
| Clifford Swan Investment Counsel LLC | 29,080 | $5.02M | 0.18% | +500+1.7% | AddedConverted for a 10-for-1 split |
| Taika Capital, LP | 29,055 | $5.01M | 3.78% | −3,885−11.8% | ReducedConverted for a 10-for-1 split |
| Texas Yale Capital Corp. | 29,050 | $5.01M | 0.22% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Ally Financial Inc. | 29,000 | $5.00M | 0.60% | +16,000+123.1% | AddedConverted for a 10-for-1 split |
| Saranac Partners Ltd | 28,995 | $5.00M | 7.55% | −2,995−9.4% | ReducedConverted for a 10-for-1 split |
| Alaethes Wealth LLC | 28,900 | $4.99M | 1.84% | −230−0.8% | ReducedConverted for a 10-for-1 split |
| Harbour Investment Management LLC | 28,840 | $4.97M | 2.20% | −850−2.9% | ReducedConverted for a 10-for-1 split |
| DeDora Capital, Inc. | 28,696 | $4.95M | 1.38% | +166+0.6% | AddedConverted for a 10-for-1 split |
| AlTi Global, Inc. | 28,570 | $4.93M | 0.12% | +5,430+23.5% | AddedConverted for a 10-for-1 split |
| Aragon Global Management, LP | 28,600 | $4.93M | 2.07% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Capital Planning Advisors, LLC | 28,590 | $4.93M | 0.74% | +4,250+17.5% | AddedConverted for a 10-for-1 split |
| Kestra Investment Management, LLC | 28,563 | $4.93M | 0.21% | +28,563 | New |
| HBW Advisory Services LLC | 28,511 | $4.92M | 0.72% | −3,349−10.5% | ReducedConverted for a 10-for-1 split |
| Oarsman Capital, Inc. | 28,468 | $4.91M | 0.91% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Boit C F David | 28,750 | $4.91M | 2.43% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Fairfield, Bush & Co. | 28,341 | $4.89M | 2.91% | −599−2.1% | ReducedConverted for a 10-for-1 split |
| 3Chopt Investment Partners, LLC | 28,233 | $4.87M | 1.74% | −247−0.9% | ReducedConverted for a 10-for-1 split |
| Pacific Global Investment Management CO | 28,223 | $4.87M | 0.88% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Knollwood Investment Advisory, LLC | 28,000 | $4.83M | 0.52% | +11,850+73.4% | AddedConverted for a 10-for-1 split |
| Intact Investment Management Inc. | 27,810 | $4.80M | 0.16% | +18,810+209.0% | AddedConverted for a 10-for-1 split |
| Newbridge Financial Services Group, Inc. | 27,809 | $4.80M | 1.68% | +13,399+93.0% | AddedConverted for a 10-for-1 split |
| Comprehensive Financial Consultants Institutional, Inc. | 27,682 | $4.78M | 1.74% | −1,218−4.2% | ReducedConverted for a 10-for-1 split |
| Manhattan West Asset Management, LLC | 27,629 | $4.77M | 1.23% | −151−0.5% | ReducedConverted for a 10-for-1 split |
| Emprise Bank | 27,420 | $4.73M | 2.72% | −770−2.7% | ReducedConverted for a 10-for-1 split |
| Diversify Wealth Management, LLC | 27,204 | $4.72M | 0.45% | −217,036−88.9% | ReducedConverted for a 10-for-1 split |
| Skopos Labs, Inc. | 27,357 | $4.72M | 1.55% | +2,217+8.8% | AddedConverted for a 10-for-1 split |
| SeaBridge Investment Advisors LLC | 27,295 | $4.71M | 1.15% | −635−2.3% | ReducedConverted for a 10-for-1 split |
| Bowman & Co S.C. | 27,175 | $4.69M | 2.46% | −165−0.6% | ReducedConverted for a 10-for-1 split |
| Salem Investment Counselors Inc | 27,136 | $4.68M | 0.14% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Mitchell & Pahl Private Wealth, LLC | 27,096 | $4.67M | 2.18% | −154−0.6% | ReducedConverted for a 10-for-1 split |
| Monument Capital Management | 27,023 | $4.66M | 1.29% | −1,237−4.4% | ReducedConverted for a 10-for-1 split |
| Ambassador Advisors, LLC | 27,010 | $4.66M | 0.81% | −540−2.0% | ReducedConverted for a 10-for-1 split |
| Knuff & Co LLC | 26,986 | $4.66M | 1.42% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Great Lakes Retirement, Inc. | 26,921 | $4.64M | 0.60% | +451+1.7% | AddedConverted for a 10-for-1 split |
| Convergence Financial, LLC | 26,915 | $4.64M | 0.99% | +3,055+12.8% | AddedConverted for a 10-for-1 split |
| Ameliora Wealth Management Ltd. | 26,785 | $4.62M | 1.93% | +515+2.0% | AddedConverted for a 10-for-1 split |
| Anderson Hoagland & Co | 26,107 | $4.61M | 0.47% | −563−2.1% | ReducedConverted for a 10-for-1 split |
| Hengehold Capital Management LLC | 26,667 | $4.60M | 0.44% | +1,527+6.1% | AddedConverted for a 10-for-1 split |
| Alpha Family Trust | 26,550 | $4.58M | 2.56% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Altrius Capital Management Inc | 26,524 | $4.58M | 1.15% | +1,924+7.8% | AddedConverted for a 10-for-1 split |
| Advocate Group LLC | 26,475 | $4.57M | 0.83% | −1,155−4.2% | ReducedConverted for a 10-for-1 split |
| Sugarloaf Wealth Management, LLC | 26,450 | $4.56M | 0.86% | −140−0.5% | ReducedConverted for a 10-for-1 split |
| Connecticut Wealth Management, LLC | 26,378 | $4.55M | 0.22% | −282−1.1% | ReducedConverted for a 10-for-1 split |
| Gerber Kawasaki Wealth & Investment Management | 26,318 | $4.54M | 0.21% | +10,518+66.6% | AddedConverted for a 10-for-1 split |
| Naviter Wealth, LLC | 26,290 | $4.54M | 0.63% | −1,090−4.0% | ReducedConverted for a 10-for-1 split |
| Shepherd Financial Partners LLC | 26,219 | $4.52M | 0.54% | +6,839+35.3% | AddedConverted for a 10-for-1 split |
| Masso Torrence Wealth Management Inc. | 26,189 | $4.52M | 2.44% | −311−1.2% | ReducedConverted for a 10-for-1 split |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 26,119 | $4.51M | 0.18% | −161−0.6% | ReducedConverted for a 10-for-1 split |
| Triasima Portfolio Management inc. | 26,085 | $4.50M | 1.01% | +11,565+79.6% | AddedConverted for a 10-for-1 split |
| Quadrant Private Wealth Management, LLC | 26,073 | $4.50M | 1.11% | 00.0% | UnchangedConverted for a 10-for-1 split |
| NVWM, LLC | 25,989 | $4.48M | 1.14% | −301−1.1% | ReducedConverted for a 10-for-1 split |
| Benchmark Investment Advisors LLC | 25,978 | $4.48M | 3.19% | +908+3.6% | AddedConverted for a 10-for-1 split |
| Otter Creek Advisors, LLC | 25,910 | $4.47M | 2.84% | −14,890−36.5% | ReducedConverted for a 10-for-1 split |
| Foundations Investment Advisors, LLC | 25,907 | $4.47M | 0.09% | +3,357+14.9% | AddedConverted for a 10-for-1 split |
| Community Bank & Trust, Waco, Texas | 25,861 | $4.46M | 1.00% | +541+2.1% | AddedConverted for a 10-for-1 split |
| HBK Sorce Advisory LLC | 25,844 | $4.46M | 0.14% | −346−1.3% | ReducedConverted for a 10-for-1 split |
| Strategic Planning Group, LLC | 25,790 | $4.45M | 0.88% | +1,130+4.6% | AddedConverted for a 10-for-1 split |
| Harbour Investments, Inc. | 25,752 | $4.44M | 0.13% | −588−2.2% | ReducedConverted for a 10-for-1 split |
| Essex Savings Bank | 25,715 | $4.44M | 1.11% | +165+0.6% | AddedConverted for a 10-for-1 split |
| FinTrust Capital Advisors, LLC | 25,564 | $4.41M | 0.75% | −1,076−4.0% | ReducedConverted for a 10-for-1 split |
| Parker Investment Management, LLC | 25,550 | $4.41M | 0.71% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Mayflower Financial Advisors, LLC | 25,476 | $4.39M | 0.66% | −1,524−5.6% | ReducedConverted for a 10-for-1 split |
| Hodges Capital Management Inc. | 25,470 | $4.39M | 0.28% | +19,860+354.0% | AddedConverted for a 10-for-1 split |
| BCM Advisors, LLC | 26,024 | $4.39M | 1.01% | −232,876−89.9% | ReducedConverted for a 10-for-1 split |
| West Branch Capital LLC | 25,418 | $4.38M | 1.52% | +1,588+6.7% | AddedConverted for a 10-for-1 split |
| Wealth Architects, LLC | 25,405 | $4.38M | 0.50% | −445−1.7% | ReducedConverted for a 10-for-1 split |
| Princeton Capital Management LLC | 25,371 | $4.38M | 1.38% | +8,341+49.0% | AddedConverted for a 10-for-1 split |
| Migdal Insurance & Financial Holdings Ltd. | 25,370 | $4.38M | 0.07% | −1,930−7.1% | ReducedConverted for a 10-for-1 split |
| Louisbourg Investments Inc. | 30,200 | $4.37M | 1.10% | +6,660+28.3% | AddedConverted for a 10-for-1 split |
| Founders Financial Alliance, LLC | 25,315 | $4.37M | 1.22% | −145−0.6% | ReducedConverted for a 10-for-1 split |
| TKG Advisors, LLC | 25,230 | $4.35M | 2.15% | +1,600+6.8% | AddedConverted for a 10-for-1 split |
| Zions Bancorporation, N.A. | 25,229 | $4.35M | 0.32% | +1,629+6.9% | AddedConverted for a 10-for-1 split |
| Highview Capital Management LLC | 25,200 | $4.35M | 1.77% | +710+2.9% | AddedConverted for a 10-for-1 split |
| Pacitti Group Inc. | 25,177 | $4.34M | 2.05% | −6,853−21.4% | ReducedConverted for a 10-for-1 split |
| Lee Financial Co | 25,115 | $4.33M | 0.62% | +1,305+5.5% | AddedConverted for a 10-for-1 split |
| West Michigan Advisors, LLC | 25,103 | $4.33M | 1.31% | +783+3.2% | AddedConverted for a 10-for-1 split |
| Charles Schwab Trust Co | 25,090 | $4.33M | 0.37% | −190−0.8% | ReducedConverted for a 10-for-1 split |
| Silvant Capital Management LLC | 25,080 | $4.33M | 0.19% | −2,480−9.0% | ReducedConverted for a 10-for-1 split |
| Choate Investment Advisors | 25,047 | $4.32M | 0.11% | +287+1.2% | AddedConverted for a 10-for-1 split |
| Old Port Advisors | 24,967 | $4.31M | 1.20% | +167+0.7% | AddedConverted for a 10-for-1 split |
| NatWest Group plc | 24,955 | $4.30M | 1.27% | −30,735−55.2% | ReducedConverted for a 10-for-1 split |
| Harbor Investment Advisory, LLC | 24,790 | $4.28M | 0.42% | +380+1.6% | AddedConverted for a 10-for-1 split |
| Hourglass Capital, LLC | 24,720 | $4.26M | 1.19% | −5,180−17.3% | ReducedConverted for a 10-for-1 split |
| Banco de Sabadell, S.A | 24,682 | $4.26M | 3.19% | −928−3.6% | ReducedConverted for a 10-for-1 split |
| Key Financial Inc | 24,685 | $4.26M | 0.94% | 00.0% | UnchangedConverted for a 10-for-1 split |
| CVA Family Office, LLC | 24,674 | $4.26M | 0.69% | +304+1.2% | AddedConverted for a 10-for-1 split |
| Proequities, Inc. | 24,581 | $4.24M | 0.25% | +371+1.5% | AddedConverted for a 10-for-1 split |