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 |
|---|---|---|---|---|---|
| Herold Advisors, Inc. | 14,440 | $2.49M | 0.54% | −560−3.7% | ReducedConverted for a 10-for-1 split |
| CIC Wealth, LLC | 14,413 | $2.49M | 0.64% | +1,803+14.3% | AddedConverted for a 10-for-1 split |
| Elyxium Wealth, LLC | 14,405 | $2.48M | 1.37% | +14,405 | New |
| AlphaStar Capital Management, LLC | 14,389 | $2.48M | 0.20% | +2,289+18.9% | AddedConverted for a 10-for-1 split |
| Everpar Advisors LLC | 14,382 | $2.48M | 1.28% | −1,538−9.7% | ReducedConverted for a 10-for-1 split |
| Menard Financial Group LLC | 14,369 | $2.48M | 1.63% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Austin Private Wealth, LLC | 14,368 | $2.48M | 0.24% | +1,738+13.8% | AddedConverted for a 10-for-1 split |
| Camden Capital, LLC | 14,298 | $2.47M | 0.27% | −212−1.5% | ReducedConverted for a 10-for-1 split |
| Chicago Partners Investment Group LLC | 14,245 | $2.47M | 0.09% | −111,505−88.7% | ReducedConverted for a 10-for-1 split |
| CWM Advisors, LLC | 14,307 | $2.47M | 0.25% | +12,657+767.1% | AddedConverted for a 10-for-1 split |
| Raleigh Capital Management Inc. | 14,263 | $2.46M | 0.95% | +1,183+9.0% | AddedConverted for a 10-for-1 split |
| Davis R M Inc | 14,254 | $2.46M | 0.05% | +304+2.2% | AddedConverted for a 10-for-1 split |
| Ignite Planners, LLC | 14,236 | $2.46M | 0.56% | −264−1.8% | ReducedConverted for a 10-for-1 split |
| NewSquare Capital LLC | 14,230 | $2.45M | 0.20% | +1,330+10.3% | AddedConverted for a 10-for-1 split |
| Blackhawk Capital Partners LLC. | 14,198 | $2.45M | 1.31% | 00.0% | UnchangedConverted for a 10-for-1 split |
| MCF Advisors LLC | 14,150 | $2.44M | 0.17% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Alera Investment Advisors, LLC | 14,148 | $2.44M | 0.29% | +318+2.3% | AddedConverted for a 10-for-1 split |
| Quent Capital, LLC | 14,132 | $2.44M | 0.25% | +1,272+9.9% | AddedConverted for a 10-for-1 split |
| Evoke Wealth, LLC | 14,126 | $2.44M | 0.07% | +14,126 | New |
| Aspen Grove Capital, LLC | 14,103 | $2.43M | 0.54% | −467−3.2% | ReducedConverted for a 10-for-1 split |
| Cullinan Associates Inc | 13,589 | $2.43M | 0.14% | +1,389+11.4% | AddedConverted for a 10-for-1 split |
| Taylor & Morgan Wealth Management, LLC | 14,052 | $2.42M | 1.63% | −2,228−13.7% | ReducedConverted for a 10-for-1 split |
| Edgestream Partners, L.P. | 14,047 | $2.42M | 0.11% | +8,627+159.2% | AddedConverted for a 10-for-1 split |
| Advisor OS, LLC | 14,043 | $2.42M | 0.24% | +2,983+27.0% | AddedConverted for a 10-for-1 split |
| Millennium Capital Advisors, LLC | 14,030 | $2.42M | 1.58% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 14,000 | $2.42M | 1.25% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Roberts Capital Advisors, LLC | 13,990 | $2.41M | 2.06% | 00.0% | UnchangedConverted for a 10-for-1 split |
| M Holdings Securities, Inc. | 13,955 | $2.41M | 0.61% | −10,525−43.0% | ReducedConverted for a 10-for-1 split |
| Farmers & Merchants Trust Co of Long Beach | 13,929 | $2.40M | 0.59% | +419+3.1% | AddedConverted for a 10-for-1 split |
| Channel Wealth LLC | 13,834 | $2.39M | 0.79% | +2,204+19.0% | AddedConverted for a 10-for-1 split |
| Patriot Financial Group Insurance Agency, LLC | 13,809 | $2.38M | 0.32% | −261−1.9% | ReducedConverted for a 10-for-1 split |
| Oakworth Capital, Inc. | 13,800 | $2.38M | 0.16% | +1,510+12.3% | AddedConverted for a 10-for-1 split |
| SlateStone Wealth, LLC | 13,785 | $2.38M | 0.21% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Prudent Man Advisors, LLC | 13,755 | $2.37M | 0.79% | −2,185−13.7% | ReducedConverted for a 10-for-1 split |
| Gilliland Jeter Wealth Management LLC | 13,740 | $2.37M | 0.77% | −150−1.1% | ReducedConverted for a 10-for-1 split |
| CNB Bank | 13,727 | $2.37M | 1.10% | +2,907+26.9% | AddedConverted for a 10-for-1 split |
| Independence Bank of Kentucky | 13,690 | $2.36M | 0.51% | +930+7.3% | AddedConverted for a 10-for-1 split |
| Saxon Interests, Inc. | 13,647 | $2.35M | 1.07% | −1,743−11.3% | ReducedConverted for a 10-for-1 split |
| St. Louis Financial Planners Asset Management, LLC | 13,325 | $2.35M | 1.87% | +13,325 | New |
| West Family Investments, Inc. | 13,637 | $2.35M | 0.80% | +2,877+26.7% | AddedConverted for a 10-for-1 split |
| Seascape Capital Management | 13,616 | $2.35M | 0.84% | −144−1.0% | ReducedConverted for a 10-for-1 split |
| Heritage Family Offices, LLP | 13,597 | $2.35M | 1.21% | −713−5.0% | ReducedConverted for a 10-for-1 split |
| Greenwich Wealth Management LLC | 13,547 | $2.34M | 0.16% | −163−1.2% | ReducedConverted for a 10-for-1 split |
| Twin Focus Capital Partners, LLC | 13,530 | $2.33M | 0.37% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Manchester Capital Management LLC | 13,483 | $2.33M | 0.27% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Y.D. More Investments Ltd | 7,739 | $2.32M | 0.24% | +1,119+16.9% | AddedConverted for a 10-for-1 split |
| First County Bank | 13,447 | $2.32M | 1.15% | +97+0.7% | AddedConverted for a 10-for-1 split |
| Cercano Management LLC | 13,440 | $2.32M | 0.06% | +13,440 | New |
| Mattson Financial Services, LLC | 1,442 | $2.32M | 0.83% | −13,068−90.1% | ReducedConverted for a 10-for-1 split |
| True North Advisors, LLC | 13,414 | $2.31M | 0.61% | +94+0.7% | AddedConverted for a 10-for-1 split |
| Hanlon Investment Management, Inc. | 13,381 | $2.31M | 0.65% | 00.0% | UnchangedConverted for a 10-for-1 split |
| SRN Advisors, LLC | 13,372 | $2.31M | 2.04% | −428−3.1% | ReducedConverted for a 10-for-1 split |
| Bedell Frazier Investment Counseling, LLC | 13,364 | $2.31M | 0.55% | −3,106−18.9% | ReducedConverted for a 10-for-1 split |
| Proficio Capital Partners LLC | 13,361 | $2.30M | 0.23% | −3,609−21.3% | ReducedConverted for a 10-for-1 split |
| Carolinas Wealth Consulting LLC | 13,344 | $2.30M | 0.42% | −86−0.6% | ReducedConverted for a 10-for-1 split |
| Hartford Financial Management Inc. | 13,330 | $2.30M | 0.47% | −1,100−7.6% | ReducedConverted for a 10-for-1 split |
| NBT Bank N A | 13,330 | $2.30M | 0.15% | −90−0.7% | ReducedConverted for a 10-for-1 split |
| Raab & Moskowitz Asset Management LLC | 13,244 | $2.28M | 0.58% | +1,684+14.6% | AddedConverted for a 10-for-1 split |
| Brophy Wealth Management, LLC | 13,231 | $2.28M | 0.82% | +13,231 | New |
| G&S Capital LLC | 13,213 | $2.28M | 0.96% | −113,787−89.6% | ReducedConverted for a 10-for-1 split |
| Leelyn Smith, LLC | 13,151 | $2.27M | 0.41% | −329−2.4% | ReducedConverted for a 10-for-1 split |
| Optimum Investment Advisors | 13,144 | $2.27M | 0.98% | −946−6.7% | ReducedConverted for a 10-for-1 split |
| Affinity Investment Advisors, LLC | 13,116 | $2.26M | 1.55% | −1,204−8.4% | ReducedConverted for a 10-for-1 split |
| J. W. Coons Advisors, LLC | 13,099 | $2.26M | 0.56% | −321−2.4% | ReducedConverted for a 10-for-1 split |
| GoalVest Advisory LLC | 13,098 | $2.26M | 0.65% | +698+5.6% | AddedConverted for a 10-for-1 split |
| AAFMAA Wealth Management & Trust LLC | 13,085 | $2.26M | 1.00% | +3,045+30.3% | AddedConverted for a 10-for-1 split |
| Dark Forest Capital Management LP | 13,084 | $2.26M | 0.29% | +10,064+333.2% | AddedConverted for a 10-for-1 split |
| Strong Tower Advisory Services | 13,083 | $2.26M | 0.63% | +753+6.1% | AddedConverted for a 10-for-1 split |
| Wealth Effects LLC | 13,062 | $2.25M | 0.79% | +5,192+66.0% | AddedConverted for a 10-for-1 split |
| Alta Advisers Ltd | 13,010 | $2.24M | 1.03% | +800+6.6% | AddedConverted for a 10-for-1 split |
| Pictet North America Advisors SA | 13,000 | $2.24M | 0.22% | +600+4.8% | AddedConverted for a 10-for-1 split |
| Core Alternative Capital | 12,980 | $2.24M | 0.43% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Peddock Capital Advisors, LLC | 12,945 | $2.23M | 0.54% | +405+3.2% | AddedConverted for a 10-for-1 split |
| Regent Peak Wealth Advisors LLC | 12,923 | $2.23M | 0.51% | −137−1.0% | ReducedConverted for a 10-for-1 split |
| Central Bank & Trust Co | 12,921 | $2.23M | 0.31% | −169−1.3% | ReducedConverted for a 10-for-1 split |
| Tennessee Valley Asset Management Partners | 12,919 | $2.23M | 0.37% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Balboa Wealth Partners | 12,903 | $2.23M | 0.55% | −2,377−15.6% | ReducedConverted for a 10-for-1 split |
| Mechanics Bank Trust Department | 12,898 | $2.22M | 0.30% | +2,278+21.5% | AddedConverted for a 10-for-1 split |
| Buckingham Strategic Partners | 12,849 | $2.22M | 0.05% | +2,419+23.2% | AddedConverted for a 10-for-1 split |
| Fiera Capital Corp | 12,847 | $2.22M | 0.01% | +12,847 | New |
| Fiduciary Planning LLC | 12,776 | $2.20M | 0.75% | +86+0.7% | AddedConverted for a 10-for-1 split |
| Jeppson Wealth Management, LLC | 12,774 | $2.20M | 0.79% | +134+1.1% | AddedConverted for a 10-for-1 split |
| Colonial River Wealth Management, LLC | 12,765 | $2.20M | 1.09% | +1,465+13.0% | AddedConverted for a 10-for-1 split |
| Buckley Wealth Management, LLC | 12,748 | $2.20M | 0.68% | +2,288+21.9% | AddedConverted for a 10-for-1 split |
| First American Trust, FSB | 12,738 | $2.20M | 0.22% | +88+0.7% | AddedConverted for a 10-for-1 split |
| Badgley Phelps Wealth Managers, LLC | 12,711 | $2.19M | 0.05% | +3,081+32.0% | AddedConverted for a 10-for-1 split |
| OV Management LLC | 12,692 | $2.19M | 1.45% | +432+3.5% | AddedConverted for a 10-for-1 split |
| Emerald Advisers, LLC | 12,670 | $2.19M | 0.08% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Defined Wealth Management, LLC | 12,665 | $2.18M | 1.42% | +165+1.3% | AddedConverted for a 10-for-1 split |
| Teamwork Financial Advisors, LLC | 12,641 | $2.18M | 0.30% | −849−6.3% | ReducedConverted for a 10-for-1 split |
| Cetera Trust Company, N.A | 12,640 | $2.18M | 1.33% | −470−3.6% | ReducedConverted for a 10-for-1 split |
| Bell Bank | 12,634 | $2.18M | 0.26% | +1,744+16.0% | AddedConverted for a 10-for-1 split |
| Fiduciary Family Office, LLC | 12,633 | $2.18M | 0.72% | −1,047−7.7% | ReducedConverted for a 10-for-1 split |
| Aviso Wealth Management | 12,633 | $2.18M | 1.18% | −347−2.7% | ReducedConverted for a 10-for-1 split |
| Eads & Heald Wealth Management | 12,592 | $2.17M | 1.03% | −1,368−9.8% | ReducedConverted for a 10-for-1 split |
| Angeles Wealth Management, LLC | 12,586 | $2.17M | 0.19% | +3,586+39.8% | AddedConverted for a 10-for-1 split |
| Transatlantique Private Wealth LLC | 12,524 | $2.16M | 0.83% | +1,234+10.9% | AddedConverted for a 10-for-1 split |
| Arlington Capital Management, Inc. | 12,445 | $2.15M | 1.77% | −315−2.5% | ReducedConverted for a 10-for-1 split |
| Innova Wealth Partners | 12,445 | $2.15M | 1.77% | +12,445 | New |
| Edentree Asset Management Ltd | 12,430 | $2.14M | 0.62% | +1,100+9.7% | AddedConverted for a 10-for-1 split |