BROADCOM INC (AVGO)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
256
Reporting holders
$2.7B
Reported value
0.0%
Calls
0.1%
Puts
-4,598
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO | $288.3M | 821,013 | 1.87% | 32q | +11.2%+$29.0M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $247.6M | 705,022 | 2.95% | 32q | HELD |
| Hamlin Capital Management, LLC | $181.8M | 517,570 | 4.50% | 28q | -6.1%-$11.7M |
| EASTERN BANK | $175.6M | 500,074 | 2.67% | 32q | -1.1%-$2.0M |
| SAPIENT CAPITAL LLC | $163.9M | 466,600 | 2.20% | 12q | -50.2%-$164.9M |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | $112.0M | 319,000 | 2.56% | 12q | HELD |
| Quintet Private Bank (Europe) S.A. | $90.8M | 258,673 | 3.99% | 11q | +112.3%+$48.1M |
| ARGENT CAPITAL MANAGEMENT LLC | $89.8M | 255,802 | 2.86% | 9q | -3.2%-$2.9M |
| Gradient Investments LLC | $78.7M | 224,134 | 1.12% | 32q | +9.1%+$6.6M |
| MassMutual Private Wealth & Trust, FSB | $71.3M | 203,116 | 1.88% | 32q | -4.8%-$3.6M |
| Farther Finance Advisors, LLC | $68.9M | 196,120 | 0.49% | 16q | +5.1%+$3.4M |
| GAMMA Investing LLC | $55.3M | 157,350 | 1.87% | 12q | +4.4%+$2.3M |
| Venture Visionary Partners LLC | $40.3M | 114,571 | 1.05% | 28q | +7.4%+$2.8M |
| Overbrook Management Corp | $39.5M | 112,603 | 6.15% | 11q | +8.6%+$3.1M |
| VALLEY WEALTH MANAGERS, INC. | $39.4M | 112,073 | 2.24% | 32q | +0.8%+$298.2K |
| Artemis Investment Management LLP | $39.3M | 111,892 | 0.34% | 32q | +123.6%+$21.7M |
| AMERICAN NATIONAL BANK & TRUST | $37.6M | 107,177 | 3.45% | 32q | -4.2%-$1.6M |
| Wedmont Private Capital | $34.2M | 95,009 | 0.82% | 20q | +19.5%+$5.6M |
| Legacy Private Trust Co. | $30.2M | 85,932 | 1.65% | 32q | -1.3%-$383.1K |
| PARK NATIONAL CORP /OH/ | $29.7M | 84,676 | 0.81% | 32q | +21.3%+$5.2M |
| JIA INVESTMENT ALLIANCE PTE. LTD. | $29.1M | 83,000 | 2.51% | 3q | HELD |
| Integrated Financial Solutions, Inc. | $27.6M | 78,606 | 14.17% | 6q | +1.9%+$525.4K |
| Cooper Financial Group | $23.3M | 66,368 | 1.86% | 25q | +3.8%+$843.9K |
| Avidian Wealth Enterprises, LLC | $23.2M | 66,179 | 0.65% | 28q | +6.6%+$1.4M |
| CYPRESS ASSET MANAGEMENT INC/TX | $23.1M | 65,670 | 4.56% | 29q | -1.9%-$449.9K |
| Valeo Financial Advisors, LLC | $21.4M | 61,022 | 0.45% | 32q | +7.8%+$1.5M |
| Versant Capital Management, Inc | $18.9M | 53,866 | 1.62% | 16q | +1.3%+$243.7K |
| Stokes Capital Advisors, LLC | $18.9M | 53,762 | 4.15% | 22q | +2.5%+$453.4K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $16.8M | 47,817 | 1.21% | 9q | +22.5%+$3.1M |
| Financial Enhancement Group LLC | $15.8M | 42,004 | 1.82% | 19q | +2.8%+$432.6K |
| CoreCap Advisors, LLC | $15.4M | 43,942 | 0.44% | 19q | +3.1%+$457.6K |
| MOODY NATIONAL BANK TRUST DIVISION | $12.9M | 36,860 | 1.07% | 32q | -4.0%-$535.6K |
| Eastover Investment Advisors LLC | $12.9M | 36,794 | 5.02% | 15q | -3.1%-$416.2K |
| Everhart Financial Group, Inc. | $12.7M | 36,185 | 0.78% | 20q | +0.7%+$93.4K |
| TOTH FINANCIAL ADVISORY CORP | $12.6M | 35,914 | 1.26% | 31q | +5.5%+$657.1K |
| Galvin, Gaustad & Stein, LLC | $11.5M | 32,842 | 0.87% | 10q | +713.1%+$10.1M |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $11.4M | 32,598 | 1.92% | 5q | +23.2%+$2.2M |
| Oak Grove Capital LLC | $11.4M | 32,344 | 0.51% | 2q | +3244.8%+$11.0M |
| Eleva Capital SAS | $11.2M | 31,991 | 9.93% | new | NEW |
| TITLEIST ASSET MANAGEMENT, LLC | $11.0M | 31,182 | 0.71% | 15q | HELD |
| Bell Asset Management Ltd | $10.8M | 30,680 | 3.89% | 8q | -23.3%-$3.3M |
| Decker Wealth Management LLC | $10.4M | 29,705 | 2.12% | 4q | +4.2%+$417.2K |
| Red Spruce Capital, LLC | $9.9M | 28,060 | 3.48% | 28q | HELD |
| YHB Investment Advisors, Inc. | $7.2M | 20,538 | 0.45% | 24q | +6.7%+$452.0K |
| Wealth Enhancement Trust Services, Inc. | $7.1M | 20,356 | 0.76% | 4q | -54.6%-$8.6M |
| Emprise Bank | $6.9M | 19,711 | 2.65% | 11q | -2.4%-$168.6K |
| Insight Wealth Strategies, LLC | $6.7M | 18,789 | 0.66% | 31q | +2.1%+$140.2K |
| Central Pacific Bank - Trust Division | $6.6M | 18,933 | 0.70% | 11q | -21.7%-$1.8M |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $6.4M | 18,240 | 1.50% | 17q | +18.0%+$977.0K |
| Iowa State Bank | $6.3M | 17,884 | 1.06% | 10q | +0.9%+$53.0K |
| BURR FINANCIAL SERVICES, LLC | $6.2M | 17,666 | 3.79% | 8q | -58.1%-$8.6M |
| Violich Capital Management, Inc. | $6.1M | 17,390 | 0.66% | 12q | +0.6%+$38.6K |
| Montecito Bank & Trust | $5.8M | 16,436 | 0.87% | 23q | -0.5%-$29.5K |
| Legacy Wealth Asset Management, LLC | $5.7M | 16,372 | 1.26% | 24q | -1.5%-$88.9K |
| CENTRAL BANK & TRUST CO | $5.7M | 16,261 | 0.81% | 32q | +11.6%+$592.1K |
| Elm3 Financial Group, LLC | $5.5M | 15,673 | 3.67% | 8q | -4.5%-$261.6K |
| Brown Shipley& Co Ltd | $5.5M | 15,611 | 2.64% | 3q | +41.0%+$1.6M |
| Grove Bank & Trust | $5.5M | 15,562 | 0.54% | 32q | +1.6%+$85.0K |
| Castle Rock Wealth Management, LLC | $5.4M | 14,357 | 1.02% | 26q | -21.5%-$1.5M |
| Sound Income Strategies, LLC | $5.1M | 14,289 | 0.23% | 32q | +6.2%+$299.6K |
| RFG - Bristol Wealth Advisors, LLC | $5.0M | 14,145 | 1.18% | 8q | HELD |
| Mirador Capital Partners LP | $4.8M | 13,665 | 0.56% | 26q | +1.1%+$54.4K |
| CHAPIN DAVIS, INC. | $4.8M | 13,644 | 0.92% | 16q | HELD |
| Strong Retirement Solutions LLC | $4.7M | 13,492 | 2.66% | 4q | +3.7%+$168.6K |
| Vann Equity Management LLC | $4.7M | 13,466 | 2.81% | 3q | HELD |
| Balefire, LLC | $4.5M | 12,704 | 0.70% | 20q | -2.6%-$118.3K |
| Wealth Science Advisors LLC | $4.4M | 12,560 | 1.85% | 4q | -15.5%-$811.6K |
| Capital Advisors Wealth Management, LLC | $4.4M | 12,409 | 0.49% | 20q | HELD |
| Apella Capital, LLC | $4.2M | 10,259 | 0.05% | 12q | +13.2%+$486.6K |
| FINANCIAL MANAGEMENT NETWORK INC | $4.1M | 11,662 | 0.60% | 12q | +128.0%+$2.3M |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $4.1M | 11,790 | 0.27% | 4q | +7.3%+$282.7K |
| Taylor & Morgan Wealth Management, LLC | $4.0M | 11,415 | 1.93% | 20q | -1.4%-$57.2K |
| Trinity Financial Advisors LLC | $3.8M | 10,711 | 0.97% | 6q | -0.5%-$20.4K |
| ROCKLAND TRUST CO | $3.8M | 10,708 | 0.14% | 21q | +12.3%+$411.9K |
| TOMPKINS FINANCIAL CORP | $3.8M | 10,690 | 0.26% | 31q | +2.8%+$101.5K |
| Olistico Wealth, LLC | $3.8M | 10,680 | 1.57% | 16q | -4.6%-$181.9K |
| DOLIVER ADVISORS, LP | $3.7M | 10,602 | 0.81% | 29q | +5.3%+$186.5K |
| Crumly & Associates Inc. | $3.7M | 10,451 | 0.65% | 26q | +1.0%+$36.5K |
| Wisconsin Wealth Advisors, LLC | $3.6M | 10,368 | 3.06% | 8q | HELD |
| CenterStar Asset Management, LLC | $3.6M | 1,642 | 0.84% | 3q | -19.9%-$883.0K |
| Coastline Trust Co | $3.5M | 9,936 | 0.33% | 17q | -13.8%-$557.0K |
| Bank of New Hampshire | $3.5M | 9,841 | 0.75% | 19q | -22.6%-$1.0M |
| HALL LAURIE J TRUSTEE | $3.4M | 9,549 | 1.07% | new | NEW |
| Monument Capital Management | $3.2M | 9,072 | 0.66% | 22q | HELD |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $3.2M | 9,004 | 0.27% | 14q | -0.6%-$18.6K |
| LifeGoal Investments, LLC | $3.1M | 8,925 | 0.96% | 6q | +148.1%+$1.9M |
| Marathon Mission, Inc. | $3.1M | 8,866 | 1.57% | 14q | HELD |
| JUNCTURE WEALTH STRATEGIES, LLC | $3.1M | 8,704 | 0.78% | 10q | -1.8%-$56.9K |
| M.E. ALLISON & CO., INC. | $3.1M | 8,695 | 1.71% | 8q | HELD |
| Adelphi Trust Co | $2.9M | 8,376 | 1.94% | 4q | -8.9%-$286.6K |
| Cadent Capital Advisors, LLC | $2.9M | 8,200 | 0.62% | 10q | HELD |
| Whalen Wealth Management Inc. | $2.8M | 8,107 | 1.22% | 9q | +35.7%+$749.4K |
| PFW Advisors LLC | $2.8M | 8,036 | 0.84% | 14q | +34.2%+$718.5K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $2.8M | 7,957 | 0.55% | 24q | +3.1%+$83.6K |
| Shelter Rock Management, LLC | $2.6M | 7,320 | 2.41% | 2q | -23.0%-$772.9K |
| Veracity Capital LLC | $2.5M | 7,235 | 0.68% | 24q | -4.9%-$129.9K |
| Hamilton Capital, LLC | $2.4M | 6,926 | 0.14% | 19q | -4.6%-$116.9K |
| FIRST COMMUNITY TRUST NA | $2.4M | 6,916 | 0.81% | 20q | +15.8%+$331.9K |
| RIVERSEDGE ADVISORS, LLC | $2.4M | 6,829 | 0.29% | 12q | HELD |
| Adams Asset Advisors, LLC | $2.4M | 6,703 | 0.24% | 4q | HELD |
Showing the largest 100 of 267 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-23 | SAMUELI HENRY | Director | Sold | 702,190 | $250.0M ×16 |
| 2026-06-24 | SAMUELI HENRY | Director | Sold | 654,241 | $250.0M ×22 |
| 2026-07-10 | Brazeal Mark David | Chief Legal & Corp Affairs Ofc | Sold | 25,000 | $10.0M |
| 2026-06-25 | Brazeal Mark David | Chief Legal & Corp Affairs Ofc | Sold | 25,000 | $9.7M |
| 2026-07-08 | Brazeal Mark David | Chief Legal & Corp Affairs Ofc | Sold | 25,000 | $9.5M |
| 2026-06-17 | Brazeal Mark David | Chief Legal & Corp Affairs Ofc | Sold | 4,825 | $1.9M ×14 |
| 2026-06-16 | Brazeal Mark David | Chief Legal & Corp Affairs Ofc | Sold | 3,327 | $1.3M ×12 |
| 2026-07-08 | DELLY GAYLA J | Director | Sold | 1,890 | $728.4K |
| 2026-06-29 | PAGE JUSTINE | Director | Sold | 1,602 | $598.9K |
| 2026-06-11 | You Harry L. | Director | Bought | 1,000 | $373.6K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 256 | $2.7B | 7,573,114 | 8 | 115 | 80 | 0.1% |
| Q2 2026 | 4,854 | $1.6T | 3,997,122,414 | 296 | 2,117 | 1,737 | 5.0% |
| Q1 2026 | 4,683 | $1.2T | 3,687,408,014 | 199 | 2,169 | 1,630 | 4.5% |
| Q4 2025 | 4,735 | $1.3T | 3,710,568,189 | 241 | 1,782 | 1,735 | 4.4% |
| Q3 2025 | 4,301 | $1.3T | 3,645,534,023 | 319 | 1,616 | 1,688 | 4.8% |
| Q2 2025 | 4,107 | $1.1T | 3,640,386,437 | 440 | 1,705 | 1,411 | 4.6% |
| Q1 2025 | 3,829 | $634.2B | 3,580,351,339 | 205 | 1,654 | 1,450 | 4.8% |
| Q4 2024 | 3,930 | $879.0B | 3,580,423,670 | 302 | 1,402 | 1,369 | 5.6% |
| Q3 2024 | 3,425 | $651.1B | 3,567,778,479 | 285 | 3,011 | 58 | 5.4% |
| Q2 2024 | 3,212 | $612.6B | 358,083,061 | 294 | 1,321 | 1,091 | 6.6% |
| Q1 2024 | 3,071 | $524.2B | 373,794,200 | 278 | 1,095 | 1,187 | 5.7% |
| Q4 2023 | 2,883 | $436.8B | 369,752,386 | 337 | 1,103 | 914 | 5.6% |
| Q3 2023 | 2,477 | $294.2B | 334,674,549 | 161 | 944 | 932 | 5.5% |
| Q2 2023 | 2,415 | $304.2B | 332,015,166 | 288 | 743 | 1,015 | 5.5% |
| Q1 2023 | 2,213 | $226.7B | 342,464,565 | 180 | 908 | 744 | 4.4% |
| Q4 2022 | 2,153 | $199.9B | 340,282,849 | 175 | 864 | 647 | 4.9% |
| Q3 2022 | 2,014 | $155.9B | 335,988,059 | 138 | 898 | 616 | 4.4% |
| Q2 2022 | 1,992 | $164.2B | 325,647,470 | 118 | 849 | 671 | 3.7% |
| Q1 2022 | 2,061 | $217.5B | 330,452,654 | 157 | 891 | 633 | 4.5% |
| Q4 2021 | 2,024 | $238.2B | 335,243,718 | 219 | 738 | 563 | 6.4% |
| Q3 2021 | 1,747 | $169.9B | 333,929,519 | 108 | 770 | 502 | 4.7% |
| Q2 2021 | 1,723 | $166.1B | 334,158,788 | 115 | 815 | 465 | 4.1% |
| Q1 2021 | 1,686 | $162.3B | 337,373,877 | 138 | 698 | 548 | 3.6% |
| Q4 2020 | 1,635 | $154.0B | 333,436,051 | 157 | 613 | 507 | 4.6% |
| Q3 2020 | 1,446 | $127.1B | 334,228,198 | 138 | 611 | 464 | 4.2% |
| Q2 2020 | 1,381 | $109.7B | 333,839,162 | 170 | 544 | 466 | 4.0% |
| Q1 2020 | 1,292 | $82.1B | 332,564,019 | 126 | 566 | 453 | 4.1% |
| Q4 2019 | 1,340 | $112.0B | 337,868,860 | 100 | 518 | 407 | 4.6% |
| Q3 2019 | 1,230 | $96.7B | 335,483,854 | 99 | 499 | 427 | 4.2% |
| Q2 2019 | 1,232 | $107.6B | 347,805,924 | 122 | 501 | 416 | 5.8% |
| Q1 2019 | 1,218 | $106.7B | 338,883,546 | 167 | 451 | 408 | 4.5% |
| Q4 2018 | 1,115 | $93.6B | 350,418,430 | 14 | 16 | 27 | 4.8% |