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 |
|---|---|---|---|---|---|
| Milestone Asset Management, LLC | 4,555 | $785.7K | 0.18% | +4,555 | New |
| Selway Asset Management | 4,550 | $784.9K | 0.31% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Mason & Associates Inc | 4,527 | $780.9K | 0.19% | +4,527 | New |
| Private Wealth Partners, LLC | 4,522 | $780.0K | 0.06% | +912+25.3% | AddedConverted for a 10-for-1 split |
| Triumph Capital Management | 4,505 | $777.1K | 0.28% | +445+11.0% | AddedConverted for a 10-for-1 split |
| Oder Investment Management, LLC | 4,504 | $776.9K | 0.67% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Creative Financial Designs Inc | 4,503 | $776.8K | 0.07% | +263+6.2% | AddedConverted for a 10-for-1 split |
| Aries Wealth Management | 4,500 | $776.3K | 0.21% | +2,670+145.9% | AddedConverted for a 10-for-1 split |
| State of Wyoming | 4,496 | $775.6K | 0.11% | −144−3.1% | ReducedConverted for a 10-for-1 split |
| Marest Capital, LLC | 4,493 | $775.0K | 0.66% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Merriman Wealth Management, LLC | 4,487 | $773.9K | 0.03% | +67+1.5% | AddedConverted for a 10-for-1 split |
| Semus Wealth Partners LLC | 4,477 | $772.3K | 0.54% | +3,217+255.3% | AddedConverted for a 10-for-1 split |
| BBR Partners, LLC | 4,470 | $771.1K | 0.06% | −440−9.0% | ReducedConverted for a 10-for-1 split |
| Fairview Capital Investment Management, LLC | 4,460 | $769.4K | 0.04% | +3,000+205.5% | AddedConverted for a 10-for-1 split |
| Cornerstone Advisory, LLC | 4,453 | $768.1K | 0.10% | +193+4.5% | AddedConverted for a 10-for-1 split |
| Bangor Savings Bank | 4,449 | $767.5K | 0.07% | +149+3.5% | AddedConverted for a 10-for-1 split |
| Foster Group, Inc. | 4,448 | $767.3K | 0.03% | −132−2.9% | ReducedConverted for a 10-for-1 split |
| Aurora Private Wealth, Inc. | 4,439 | $766.0K | 0.60% | +729+19.6% | AddedConverted for a 10-for-1 split |
| Brooks, Moore & Associates, Inc. | 4,425 | $763.3K | 0.45% | +1,855+72.2% | AddedConverted for a 10-for-1 split |
| Guardian Capital Advisors LP | 4,550 | $762.0K | 0.08% | +4,550 | New |
| Blodgett Wealth Advisors, LLC | 4,408 | $760.3K | 0.64% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Security Financial Services, INC. | 4,405 | $759.9K | 0.15% | +155+3.6% | AddedConverted for a 10-for-1 split |
| Three Seasons Wealth, LLC | 4,402 | $759.3K | 0.40% | −558−11.3% | ReducedConverted for a 10-for-1 split |
| Smith Shellnut Wilson LLC | 4,402 | $759.3K | 0.34% | +452+11.4% | AddedConverted for a 10-for-1 split |
| Aletheian Wealth Advisors LLC | 4,374 | $754.5K | 0.44% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Wealth Quarterback LLC | 4,370 | $753.8K | 0.39% | +330+8.2% | AddedConverted for a 10-for-1 split |
| Ridgewood Investments LLC | 4,361 | $752.3K | 0.38% | +4,261+4,261.0% | AddedConverted for a 10-for-1 split |
| Northcape Wealth Management, LLC | 4,354 | $751.1K | 0.25% | +104+2.4% | AddedConverted for a 10-for-1 split |
| Blackston Financial Advisory Group, LLC | 4,346 | $749.7K | 0.39% | +4,346 | New |
| Congress Park Capital LLC | 4,320 | $745.2K | 0.28% | −520−10.7% | ReducedConverted for a 10-for-1 split |
| J. L. Bainbridge & Co., Inc. | 4,320 | $745.2K | 0.07% | 00.0% | UnchangedConverted for a 10-for-1 split |
| McAdam, LLC | 4,312 | $743.8K | 0.04% | +732+20.4% | AddedConverted for a 10-for-1 split |
| Caldwell Investment Management Ltd. | 4,300 | $742.2K | 0.52% | −11,700−73.1% | ReducedConverted for a 10-for-1 split |
| Bordeaux Wealth Advisors LLC | 4,277 | $737.8K | 0.13% | +1,707+66.4% | AddedConverted for a 10-for-1 split |
| Hofer & Associates. Inc | 4,260 | $734.8K | 0.51% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Douglas Lane & Associates, LLC | 4,251 | $733.3K | 0.01% | +211+5.2% | AddedConverted for a 10-for-1 split |
| IMZ Advisory Inc | 4,147 | $732.6K | 0.34% | +4,147 | New |
| Beacon Capital Management, LLC | 4,246 | $732.5K | 0.10% | +796+23.1% | AddedConverted for a 10-for-1 split |
| Cottonwood Capital Advisors, LLC | 4,245 | $732.3K | 0.54% | 00.0% | UnchangedConverted for a 10-for-1 split |
| American Trust | 4,240 | $731.4K | 0.06% | −160−3.6% | ReducedConverted for a 10-for-1 split |
| Smart Money Group LLC | 4,305 | $730.8K | 0.26% | −36,815−89.5% | ReducedConverted for a 10-for-1 split |
| Kellett Schaffner Wealth Advisors LLC | 4,228 | $729.3K | 0.52% | +328+8.4% | AddedConverted for a 10-for-1 split |
| Meridian Wealth Partners, LLC | 4,227 | $729.2K | 0.11% | +317+8.1% | AddedConverted for a 10-for-1 split |
| Smith Chas P & Associates Pa Cpas | 4,211 | $726.3K | 0.04% | +61+1.5% | AddedConverted for a 10-for-1 split |
| Northstar Asset Management LLC | 4,200 | $724.5K | 0.17% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Sandler Capital Management | 4,190 | $722.8K | 0.14% | −34,500−89.2% | ReducedConverted for a 10-for-1 split |
| Lafayette Investments, Inc. | 4,180 | $721.0K | 0.15% | +250+6.4% | AddedConverted for a 10-for-1 split |
| Affinity Wealth Management LLC | 4,172 | $719.7K | 0.13% | −188−4.3% | ReducedConverted for a 10-for-1 split |
| RW Investment Management LLC | 4,171 | $719.5K | 0.09% | −199−4.6% | ReducedConverted for a 10-for-1 split |
| Rockport Wealth LLC | 4,170 | $719.3K | 0.19% | 00.0% | UnchangedConverted for a 10-for-1 split |
| TNF LLC | 4,190 | $717.9K | 0.26% | −37,690−90.0% | ReducedConverted for a 10-for-1 split |
| Gill Capital Partners, LLC | 4,155 | $716.7K | 0.26% | +45+1.1% | AddedConverted for a 10-for-1 split |
| Texas Capital Bank Wealth Management Services Inc | 4,139 | $714.0K | 0.07% | +179+4.5% | AddedConverted for a 10-for-1 split |
| One + One Wealth Management, LLC | 4,137 | $713.6K | 0.42% | −143−3.3% | ReducedConverted for a 10-for-1 split |
| Cynosure Management, LLC | 4,130 | $712.5K | 0.10% | −7,280−63.8% | ReducedConverted for a 10-for-1 split |
| Telos Capital Management, Inc. | 4,110 | $709.0K | 0.07% | +100+2.5% | AddedConverted for a 10-for-1 split |
| Morton Capital Management LLC | 4,108 | $708.6K | 0.14% | +2,408+141.6% | AddedConverted for a 10-for-1 split |
| Clear Street Markets LLC | 4,100 | $707.0K | 0.46% | −4,510−52.4% | ReducedConverted for a 10-for-1 split |
| Charter Trust Co | 4,097 | $706.7K | 0.05% | −293−6.7% | ReducedConverted for a 10-for-1 split |
| Winthrop Advisory Group LLC | 4,088 | $705.1K | 0.09% | +858+26.6% | AddedConverted for a 10-for-1 split |
| Lion Street Advisors, LLC | 4,087 | $705.0K | 0.25% | +847+26.1% | AddedConverted for a 10-for-1 split |
| Clarity Wealth Advisors, LLC | 4,084 | $704.5K | 0.20% | +214+5.5% | AddedConverted for a 10-for-1 split |
| RKL Wealth Management LLC | 4,081 | $704.0K | 0.06% | +981+31.6% | AddedConverted for a 10-for-1 split |
| Private Capital Management LLC | 4,077 | $703.3K | 0.13% | −10,113−71.3% | ReducedConverted for a 10-for-1 split |
| Greenspring Advisors, LLC | 4,075 | $702.9K | 0.15% | +4,075 | New |
| OneAscent Wealth Management LLC | 4,066 | $701.0K | 0.27% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Wetzel Investment Advisors, Inc. | 4,057 | $699.8K | 0.35% | +317+8.5% | AddedConverted for a 10-for-1 split |
| Ellevest, Inc. | 4,045 | $697.8K | 0.04% | +225+5.9% | AddedConverted for a 10-for-1 split |
| Key Client Fiduciary Advisors, LLC | 4,044 | $697.6K | 0.32% | +174+4.5% | AddedConverted for a 10-for-1 split |
| Wealth Dimensions Group, Ltd. | 4,043 | $697.5K | 0.18% | +373+10.2% | AddedConverted for a 10-for-1 split |
| DSM Capital Partners LLC | 4,042 | $697.2K | 0.01% | +2,702+201.6% | AddedConverted for a 10-for-1 split |
| Provident Investment Management, Inc. | 4,020 | $693.5K | 0.06% | −520−11.5% | ReducedConverted for a 10-for-1 split |
| Legacy Capital Group California, Inc. | 4,017 | $692.9K | 0.23% | −53−1.3% | ReducedConverted for a 10-for-1 split |
| Catalyst Private Wealth, LLC | 4,010 | $691.7K | 0.34% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Intergy Private Wealth, LLC | 4,002 | $690.3K | 0.26% | −28−0.7% | ReducedConverted for a 10-for-1 split |
| PFC Capital Group, Inc. | 4,005 | $690.0K | 0.33% | +675+20.3% | AddedConverted for a 10-for-1 split |
| Lighthouse Investment Partners, LLC | 4,000 | $690.0K | 0.04% | +4,000 | New |
| Lattice Capital Management, LLC | 4,000 | $690.0K | 0.63% | +4,000 | New |
| Arthur M. Cohen & Associates, LLC | 4,120 | $690.0K | 0.12% | +100+2.5% | AddedConverted for a 10-for-1 split |
| Bruce G. Allen Investments, LLC | 3,993 | $688.8K | 0.53% | −217−5.2% | ReducedConverted for a 10-for-1 split |
| Sargent Investment Group, LLC | 3,980 | $686.5K | 0.12% | +230+6.1% | AddedConverted for a 10-for-1 split |
| McNaughton Wealth Management, LLC | 3,980 | $686.5K | 0.33% | +3,980 | New |
| Charter Oak Capital Management, LLC | 3,979 | $686.4K | 0.06% | +1,609+67.9% | AddedConverted for a 10-for-1 split |
| Cahill Financial Advisors Inc | 3,976 | $685.9K | 0.09% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Versant Capital Management, Inc | 3,973 | $685.3K | 0.16% | +853+27.3% | AddedConverted for a 10-for-1 split |
| LJI Wealth Management, LLC | 3,971 | $685.0K | 0.14% | +261+7.0% | AddedConverted for a 10-for-1 split |
| Grant/GrossMendelsohn, LLC | 3,952 | $681.7K | 0.29% | −78−1.9% | ReducedConverted for a 10-for-1 split |
| Verity Asset Management, Inc. | 3,945 | $680.7K | 0.26% | −465−10.5% | ReducedConverted for a 10-for-1 split |
| Strategic Advisors LLC | 3,925 | $677.1K | 0.13% | +2,165+123.0% | AddedConverted for a 10-for-1 split |
| Knightsbridge Asset Management, LLC | 3,923 | $676.8K | 0.15% | +353+9.9% | AddedConverted for a 10-for-1 split |
| 1620 Investment Advisors, Inc. | 3,905 | $673.7K | 0.49% | −1,795−31.5% | ReducedConverted for a 10-for-1 split |
| Sigma Investment Counselors Inc | 3,895 | $671.9K | 0.04% | +235+6.4% | AddedConverted for a 10-for-1 split |
| San Luis Wealth Advisors LLC | 3,884 | $670.0K | 0.14% | +144+3.9% | AddedConverted for a 10-for-1 split |
| Trust Co of the South | 3,880 | $669.3K | 0.14% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Steigerwald, Gordon & Koch Inc. | 3,876 | $668.6K | 0.07% | +96+2.5% | AddedConverted for a 10-for-1 split |
| Hamilton Wealth, LLC | 3,861 | $666.1K | 0.16% | −889−18.7% | ReducedConverted for a 10-for-1 split |
| Kavar Capital Partners Group, LLC | 3,860 | $665.9K | 0.11% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Weatherly Asset Management L. P. | 3,859 | $665.6K | 0.06% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Coastline Trust Co | 3,857 | $665.3K | 0.08% | −5,193−57.4% | ReducedConverted for a 10-for-1 split |
| SMART Wealth LLC | 3,840 | $662.4K | 0.26% | +3,840 | New |