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 |
|---|---|---|---|---|---|
| Cozad Asset Management Inc | 118,433 | $20.4M | 1.95% | −10,117−7.9% | ReducedConverted for a 10-for-1 split |
| Night Owl Capital Management, LLC | 118,245 | $20.4M | 2.79% | +4,525+4.0% | AddedConverted for a 10-for-1 split |
| Aviance Capital Partners, LLC | 118,083 | $20.4M | 2.69% | −1,347−1.1% | ReducedConverted for a 10-for-1 split |
| Level Four Advisory Services, LLC | 119,896 | $20.4M | 0.86% | −1,654−1.4% | ReducedConverted for a 10-for-1 split |
| Dnca Finance | 117,900 | $20.3M | 1.74% | +45,400+62.6% | AddedConverted for a 10-for-1 split |
| Integrated Wealth Concepts LLC | 117,661 | $20.3M | 0.25% | +5,611+5.0% | AddedConverted for a 10-for-1 split |
| CAPROCK Group, Inc. | 117,658 | $20.3M | 0.74% | +5,328+4.7% | AddedConverted for a 10-for-1 split |
| Foster Victor Wealth Advisors, LLC | 108,019 | $20.1M | 1.61% | −835,121−88.5% | ReducedConverted for a 10-for-1 split |
| Concurrent Investment Advisors, LLC | 116,360 | $20.1M | 0.60% | +5,060+4.5% | AddedConverted for a 10-for-1 split |
| Schmidt P J Investment Management Inc | 116,329 | $20.1M | 3.46% | −1,451−1.2% | ReducedConverted for a 10-for-1 split |
| Buckingham Capital Management, Inc. | 115,671 | $20.0M | 2.28% | −10,699−8.5% | ReducedConverted for a 10-for-1 split |
| Westpac Banking Corp | 115,364 | $19.9M | 1.33% | +17,434+17.8% | AddedConverted for a 10-for-1 split |
| Miramar Capital, LLC | 114,877 | $19.8M | 4.63% | −4,503−3.8% | ReducedConverted for a 10-for-1 split |
| Duncker Streett & Co Inc | 114,692 | $19.8M | 3.61% | −1,838−1.6% | ReducedConverted for a 10-for-1 split |
| JB Capital LLC | 114,505 | $19.8M | 1.13% | −1,715−1.5% | ReducedConverted 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 |
| South Dakota Investment Council | 113,870 | $19.6M | 0.38% | +3,200+2.9% | 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 |
| Welch & Forbes LLC | 113,540 | $19.6M | 0.25% | +51,830+84.0% | AddedConverted 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 |
| Consolidated Investment Group LLC | 113,340 | $19.6M | 2.90% | 00.0% | UnchangedConverted 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 |
| Nilsine Partners, LLC | 112,878 | $19.5M | 2.52% | −2,162−1.9% | ReducedConverted 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 |
| Sycomore Asset Management | 107,982 | $19.2M | 3.19% | +6,762+6.7% | AddedConverted for a 10-for-1 split |
| Sumitomo Life Insurance Co | 111,383 | $19.2M | 0.38% | +14,773+15.3% | AddedConverted for a 10-for-1 split |
| Caption Management, LLC | 110,800 | $19.1M | 2.05% | +110,800 | New |
| Ashton Thomas Private Wealth, LLC | 110,713 | $19.1M | 1.02% | −567−0.5% | ReducedConverted 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 |
| Glass Wealth Management Co LLC | 110,480 | $19.1M | 10.53% | 00.0% | UnchangedConverted 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 |
| Lombard Odier Asset Management (Switzerland) SA | 109,337 | $18.9M | 1.58% | +6,857+6.7% | AddedConverted for a 10-for-1 split |
| Nicola Wealth Management Ltd. | 109,000 | $18.8M | 1.49% | +109,000 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 108,972 | $18.8M | 1.28% | −135,308−55.4% | 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 |
| WESPAC Advisors SoCal, LLC | 108,128 | $18.7M | 4.31% | −23,962−18.1% | 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 |
| Alpine Woods Capital Investors, LLC | 104,187 | $18.6M | 3.27% | −3,843−3.6% | 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 |
| MBB Public Markets I LLC | 107,710 | $18.6M | 1.58% | −287,660−72.8% | 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 |
| Melqart Asset Management (UK) Ltd | 107,502 | $18.5M | 1.82% | −73,538−40.6% | 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 |
| Beacon Investment Advisory Services, Inc. | 106,560 | $18.4M | 0.76% | −770−0.7% | ReducedConverted 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 |
| Exencial Wealth Advisors, LLC | 105,965 | $18.3M | 0.66% | +93,365+741.0% | AddedConverted 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 |
| Resources Investment Advisors, LLC. | 105,761 | $18.2M | 0.21% | −3,549−3.2% | ReducedConverted 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 |
| Perigon Wealth Management, LLC | 104,849 | $18.1M | 0.49% | +3,769+3.7% | 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 |
| Strategic Wealth Designers | 107,949 | $18.1M | 1.94% | +106,509+7,396.5% | 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 |
| Romano Brothers and Company | 103,615 | $17.9M | 2.23% | +2,715+2.7% | AddedConverted 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 |
| Twin Capital Management Inc | 102,994 | $17.8M | 2.00% | −2,526−2.4% | ReducedConverted 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 |
| Jackson Square Capital, LLC | 102,075 | $17.6M | 4.37% | +1,665+1.7% | AddedConverted 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 |
| FRG Family Wealth Advisors LLC | 101,827 | $17.6M | 3.14% | −916,143−90.0% | 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 |
| Itau Unibanco Holding S.A. | 100,936 | $17.4M | 0.57% | −28,254−21.9% | ReducedConverted 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 |
| Verdence Capital Advisors LLC | 100,743 | $17.4M | 1.38% | +1,883+1.9% | 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 |
| Cumberland Partners Ltd | 99,558 | $17.2M | 1.19% | +25,948+35.3% | AddedConverted for a 10-for-1 split |
| Davidson Investment Advisors | 99,229 | $17.1M | 0.83% | +99,229 | New |
| Pitcairn Co | 99,133 | $17.1M | 1.01% | −10,067−9.2% | 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 |
| Foyston, Gordon, & Payne Inc | 98,527 | $17.0M | 4.24% | −12,033−10.9% | 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 |
| Advisory Research Inc | 98,101 | $16.9M | 3.01% | −2,149−2.1% | ReducedConverted 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 |
| Kingsview Wealth Management, LLC | 97,869 | $16.9M | 0.36% | +11,989+14.0% | 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 |
| Western Wealth Management, LLC | 96,685 | $16.7M | 0.95% | +20,275+26.5% | AddedConverted for a 10-for-1 split |
| Ossiam | 96,648 | $16.7M | 0.32% | −17,312−15.2% | ReducedConverted 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 |
| Harel Insurance Investments & Financial Services Ltd. | 96,373 | $16.6M | 0.29% | +47,563+97.4% | 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 |
| Thompson Siegel & Walmsley LLC | 95,935 | $16.5M | 0.25% | +605+0.6% | AddedConverted 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 |
| Cyrus J. Lawrence, LLC | 95,056 | $16.4M | 3.22% | 00.0% | UnchangedConverted 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 |
| Citizens Financial Group Inc | 94,792 | $16.4M | 0.33% | +16,732+21.4% | AddedConverted 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 |
| Venture Visionary Partners LLC | 94,445 | $16.3M | 0.71% | −1,065−1.1% | ReducedConverted 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 |
| Cornerstone Wealth Group, LLC | 93,766 | $16.2M | 1.34% | 00.0% | UnchangedConverted 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 |
| Integrated Advisors Network LLC | 93,228 | $16.1M | 0.77% | −11,152−10.7% | 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 |
| Mitchell Capital Management Co | 92,259 | $15.9M | 2.78% | −2,081−2.2% | ReducedConverted 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 |
| TCG Advisory Services, LLC | 91,977 | $15.9M | 0.69% | +6,087+7.1% | 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 |
| Tenere Capital LLC | 91,677 | $15.8M | 4.20% | +20,137+28.1% | AddedConverted 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 |
| HighPoint Advisor Group LLC | 91,371 | $15.8M | 0.92% | −655,349−87.8% | 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 |