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; 4,853 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, Q2 2021
Institutional positions in Broadcom Inc. as of Jun 30, 2021. 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
- 1,723
- +54 vs. Q1 2021
- Shares held
- 334.2M
- −3.43M (−1.0%) vs. Q1 2021
- Total value
- $159.3B
- +$3.30B (+2.1%) vs. Q1 2021
- New holders
- 127
- 868 more added
- Sold out
- 73
- 527 more reduced
22 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | 4,853 | $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, Q2 2021
Shares, value and share of portfolio for each institution holding Broadcom Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Source Financial Advisors LLC | 628 | $300.0K | 0.08% | +39+6.6% | Added |
| Anchor Investment Management, LLC | 631 | $300.9K | 0.04% | +360+132.8% | Added |
| Driehaus Capital Management LLC | 633 | $302.0K | 0.00% | +19+3.1% | Added |
| Fort Sheridan Advisors LLC | 635 | $303.0K | 0.10% | +19+3.1% | Added |
| Rock Creek Group, LP | 639 | $305.0K | 0.05% | +610+2,103.4% | Added |
| Inspire Advisors, LLC | 640 | $305.0K | 0.10% | +640 | New |
| Paces Ferry Wealth Advisors, LLC | 643 | $307.0K | 0.23% | +55+9.4% | Added |
| Meristem Family Wealth, LLC | 645 | $308.0K | 0.05% | +645 | New |
| Fiduciary Group LLC | 637 | $311.0K | 0.04% | +23+3.7% | Added |
| SRS Capital Advisors, Inc. | 651 | $311.0K | 0.04% | +651 | New |
| Independence Bank of Kentucky | 655 | $312.0K | 0.14% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 655 | $312.0K | 0.04% | +7+1.1% | Added |
| Washington Trust Bank | 654 | $312.0K | 0.04% | +80+13.9% | Added |
| Investment Management Associates Inc | 656 | $313.0K | 0.17% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 659 | $314.0K | 0.08% | +8+1.2% | Added |
| Intercontinental Wealth Advisors, LLC | 658 | $314.0K | 0.06% | +19+3.0% | Added |
| Riverpoint Wealth Management Holdings, LLC | 662 | $316.0K | 0.09% | +662 | New |
| Joel Isaacson & Co., LLC | 666 | $317.0K | 0.02% | +124+22.9% | Added |
| Brooks, Moore & Associates, Inc. | 665 | $317.0K | 0.20% | +135+25.5% | Added |
| Accurate Wealth Management, LLC | 664 | $317.0K | 0.28% | +664 | New |
| Citizens Financial Group Inc | 666 | $318.0K | 0.01% | −69−9.4% | Reduced |
| Global Strategic Investment Solutions, LLC | 666 | $318.0K | 0.05% | +5+0.8% | Added |
| Halbert Hargrove Global Advisors, LLC | 668 | $318.0K | 0.02% | +52+8.4% | Added |
| Mizuho Securities USA LLC | 668 | $319.0K | 0.03% | +668 | New |
| Carroll Financial Associates, Inc. | 673 | $320.0K | 0.02% | +84+14.3% | Added |
| Biltmore Capital Advisors LLC | 670 | $320.0K | 0.06% | +109+19.4% | Added |
| Wedge Capital Management L L P | 674 | $321.0K | 0.00% | −182−21.3% | Reduced |
| LCM Capital Management Inc | 674 | $321.0K | 0.27% | +34+5.3% | Added |
| Formidable Asset Management, LLC | 686 | $323.0K | 0.07% | +143+26.3% | Added |
| Mendel Money Management | 680 | $324.0K | 0.20% | +35+5.4% | Added |
| Kercheville Advisors, LLC | 685 | $327.0K | 0.15% | −25−3.5% | Reduced |
| Main Street Research LLC | 688 | $328.0K | 0.03% | −20−2.8% | Reduced |
| Johanson Financial Advisors, Inc. | 692 | $330.0K | 0.11% | +117+20.3% | Added |
| Sandbox Financial Partners, LLC | 692 | $330.0K | 0.25% | +175+33.8% | Added |
| Center for Financial Planning, Inc. | 695 | $331.0K | 0.08% | −3−0.4% | Reduced |
| Waddell & Associates, LLC | 694 | $331.0K | 0.06% | +694 | New |
| LexAurum Advisors, LLC | 697 | $332.0K | 0.10% | +25+3.7% | Added |
| Foster & Motley Inc | 696 | $332.0K | 0.03% | +696 | New |
| Badgley Phelps & Bell Inc | 698 | $333.0K | 0.01% | +12+1.7% | Added |
| Wealthsource Partners, LLC | 701 | $334.0K | 0.03% | +38+5.7% | Added |
| Cullinan Associates Inc | 700 | $334.0K | 0.02% | +700 | New |
| Hotaling Investment Management, LLC | 702 | $335.0K | 0.14% | −4−0.6% | Reduced |
| Empowered Funds, LLC | 704 | $336.0K | 0.04% | +704 | New |
| Chase Investment Counsel Corp | 710 | $338.0K | 0.14% | +16+2.3% | Added |
| Mount Yale Investment Advisors, LLC | 708 | $338.0K | 0.04% | +25+3.7% | Added |
| Aspiriant, LLC | 707 | $338.0K | 0.02% | +59+9.1% | Added |
| Girard Partners Ltd. | 719 | $343.0K | 0.04% | −98−12.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 727 | $347.0K | 0.05% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 729 | $348.0K | 0.08% | +729 | New |
| Sargent Investment Group, LLC | 732 | $349.0K | 0.08% | −16−2.1% | Reduced |
| Balentine LLC | 735 | $350.0K | 0.01% | −335−31.3% | Reduced |
| Calton & Associates, Inc. | 733 | $350.0K | 0.07% | +53+7.8% | Added |
| Gladstone Institutional Advisory LLC | 743 | $354.0K | 0.04% | +278+59.8% | Added |
| Capital Financial Services, LLC | 744 | $355.0K | 0.45% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 745 | $355.0K | 0.01% | +14+1.9% | Added |
| Accuvest Global Advisors | 745 | $355.0K | 0.18% | +175+30.7% | Added |
| KMG Fiduciary Partners, LLC | 748 | $357.0K | 0.06% | +239+47.0% | Added |
| Beck Capital Management, LLC | 753 | $359.0K | 0.12% | −114−13.1% | Reduced |
| Baldwin Brothers Inc | 752 | $359.0K | 0.04% | +14+1.9% | Added |
| Syquant Capital SAS | 760 | $362.0K | 0.43% | +760 | New |
| American State Bank (Iowa) | 765 | $364.8K | 0.28% | +83+12.2% | Added |
| Chilton Investment Co LLC | 772 | $368.0K | 0.01% | +22+2.9% | Added |
| Central Bank & Trust Co | 772 | $368.0K | 0.06% | +400+107.5% | Added |
| Bluestein R H & Co | 778 | $371.0K | 0.01% | −100−11.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 777 | $371.0K | 0.01% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 781 | $372.0K | 0.20% | −52−6.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 783 | $373.0K | 0.17% | +32+4.3% | Added |
| Fairhaven Wealth Management, LLC | 787 | $375.0K | 0.15% | −33−4.0% | Reduced |
| Choate Investment Advisors | 789 | $376.0K | 0.02% | +226+40.1% | Added |
| Krilogy Financial LLC | 790 | $377.0K | 0.04% | +33+4.4% | Added |
| GPS Wealth Strategies Group, LLC | 797 | $380.0K | 0.10% | +70+9.6% | Added |
| Osher Van de Voorde Investment Management | 800 | $381.0K | 0.09% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 799 | $381.0K | 0.03% | +38+5.0% | Added |
| Mirador Capital Partners LP | 802 | $382.0K | 0.09% | +40+5.2% | Added |
| Alliance Wealth Advisors, LLC | 802 | $382.0K | 0.34% | +202+33.7% | Added |
| Octavia Wealth Advisors, LLC | 805 | $384.0K | 0.10% | +371+85.5% | Added |
| Fermata Advisors, LLC | 807 | $386.0K | 0.22% | +264+48.6% | Added |
| Carlson Capital Management | 811 | $387.0K | 0.05% | +9+1.1% | Added |
| FFT Wealth Management LLC | 812 | $387.0K | 0.09% | +812 | New |
| Ashton Thomas Private Wealth, LLC | 813 | $387.7K | 0.06% | +30+3.8% | Added |
| Parcion Private Wealth LLC | 813 | $388.0K | 0.04% | 00.0% | Unchanged |
| Menard Financial Group LLC | 834 | $398.0K | 0.38% | +128+18.1% | Added |
| Magnus Financial Group LLC | 839 | $400.0K | 0.09% | +65+8.4% | Added |
| Apriem Advisors | 840 | $401.0K | 0.06% | −6−0.7% | Reduced |
| Peoples Bank | 840 | $401.0K | 0.21% | +269+47.1% | Added |
| Catalyst Private Wealth, LLC | 850 | $405.0K | 0.22% | −115−11.9% | Reduced |
| Cookson Peirce & Co Inc | 852 | $406.0K | 0.03% | +220+34.8% | Added |
| Legacy Wealth Management, LLC | 854 | $407.2K | 0.23% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 867 | $413.0K | 0.17% | +867 | New |
| GoalVest Advisory LLC | 866 | $413.0K | 0.26% | +866 | New |
| Riverview Trust Co | 872 | $416.0K | 0.44% | −12−1.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 874 | $417.0K | 0.13% | −82−8.6% | Reduced |
| Douglas Lane & Associates, LLC | 877 | $418.0K | 0.01% | +35+4.2% | Added |
| Consolidated Planning Corp | 880 | $419.0K | 0.31% | −9−1.0% | Reduced |
| Peak Financial Advisors LLC | 899 | $429.0K | 0.37% | −29−3.1% | Reduced |
| Canvas Wealth Advisors, LLC | 905 | $432.0K | 0.19% | +148+19.6% | Added |
| Abundance Wealth Counselors | 907 | $432.0K | 0.11% | +532+141.9% | Added |
| Jump Financial, LLC | 913 | $435.0K | 0.04% | −1,364−59.9% | Reduced |
| Gradient Capital Advisors, LLC | 912 | $435.0K | 0.20% | +19+2.1% | Added |
| Integrated Investment Consultants, LLC | 914 | $436.0K | 0.13% | +78+9.3% | Added |