Broadcom Inc. (AVGO) stock: price, suppliers, customers and institutional ownership
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Broadcom Inc. designs, develops, and supplies various semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products worldwide. The company operates in two segments, Semiconductor Solutions and Infrastructure Software. It provides set-top box system-on-chips (SoCs); cable, digital subscriber line, and passive optical networking central office/consumer premise equipment SoCs; wireless local area network access point SoCs; Ethernet switching and routing merchant silicon products; embedded processors and controllers; serializer/deserializer application specific integrated circuits; optical and copper, and physical layers; and fiber optic transmitter and receiver components. The company also offers RF front end modules, filters, and power amplifiers; Wi-Fi, Bluetooth, and global positioning system/global navigation satellite system SoCs; custom touch controllers; serial attached small computer system interface, and redundant array of independent disks controllers and adapters; peripheral component interconnect express switches; fiber channel host bus adapters; read channel based SoCs; custom flash controllers; preamplifiers; and optocouplers, industrial fiber optics, and motion control encoders and subsystems. Its products are used in various applications, including enterprise and data center networking, home connectivity, set-top boxes, broadband access, telecommunication equipment, smartphones and base stations, data center servers and storage systems, factory automation, power generation and alternative energy systems, and electronic displays. Broadcom Inc. was incorporated in 2018 and is headquartered in San Jose, California.
8 readings, 4 filed under bull and 4 under bear. Every figure is ours; the model chose the side.
the bull case· 4
4
customers naming the company as a supplier in their filings
sec filingsfrom their filings2 of 4
recent quarters with reported earnings per share above consensus
earnings history+0.13%
median earnings per share surprise across recent reported quarters
earnings history+2.35%
change in shares held by the largest reporting managers
13fJun 30 '26the bear case· 4
40.00%
share of revenue from the largest disclosed customer
filingfiled Dec 18 '257 of 23
largest reporting managers that reduced their stake last quarter
13fJun 30 '263 of 8
recent reports with moves inside the options implied range
earnings historyimplied vs realized69
managers whose positions together make up most of reported value
13fJun 30 '26The model filed each reading under bull or bear and wrote its caption; a caption carrying a digit is replaced by our own phrase, so every figure on this zone is ours. Built Sep 16 '26 against the Dec 18 '26 report; rebuilt when that date rolls. Not a forecast, not advice.
tall tick = annual report · 2 on record
4,832 managers report a position worth $1.4T between them, and 69 of them hold 80% of it.
Broadcom Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Semiconductors & Related Devices
Prev close 339.27 · gapped above the open, never looked back. High/low 341.71 at 5:15 am ET, 341.00 at 4:00 am ET.
Of the 6 companies Broadcom Inc. moves with most closely, 1 also shares its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 3674, Semiconductors & Related Devices, from each company's own filings. Largest first.
A rule beside a ticker marks a company that appears in both readings.
Which of these the filings never mention ›AVGO (Broadcom Inc.) has 3 disclosed suppliers and 8 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: ANET +1.19%, in hardware.