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, 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 | 4,854 | $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, 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 |
|---|---|---|---|---|---|
| Security National Trust Co | 921 | $439.0K | 0.10% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 924 | $440.0K | 0.19% | +172+22.9% | Added |
| Proequities, Inc. | 927 | $442.0K | 0.03% | +260+39.0% | Added |
| Marietta Investment Partners LLC | 930 | $443.0K | 0.10% | −14−1.5% | Reduced |
| Kings Point Capital Management | 928 | $443.0K | 0.04% | +28+3.1% | Added |
| Ropes Wealth Advisors LLC | 930 | $443.0K | 0.07% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 933 | $444.0K | 0.03% | −6−0.6% | Reduced |
| Waldron Private Wealth LLC | 933 | $444.0K | 0.03% | +50+5.7% | Added |
| Camelot Portfolios, LLC | 933 | $445.0K | 0.18% | −1,604−63.2% | Reduced |
| Stony Point Wealth Management Inc. | 934 | $446.0K | 0.29% | +190+25.5% | Added |
| CWM Advisors, LLC | 954 | $455.0K | 0.06% | +56+6.2% | Added |
| Clear Harbor Asset Management, LLC | 957 | $456.0K | 0.06% | −49−4.9% | Reduced |
| Highland Private Wealth Management | 958 | $457.0K | 0.07% | −2−0.2% | Reduced |
| MONECO Advisors, LLC | 963 | $459.0K | 0.21% | +109+12.8% | Added |
| Insight Advisors, LLC | 951 | $461.0K | 0.14% | −6−0.6% | Reduced |
| InterOcean Capital Group, LLC | 971 | $463.0K | 0.02% | +50+5.4% | Added |
| V Wealth Advisors LLC | 971 | $463.0K | 0.07% | +971 | New |
| Hayden Royal, LLC | 981 | $468.0K | 0.26% | +15+1.6% | Added |
| Ami Asset Management Corp | 982 | $468.0K | 0.02% | +58+6.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 982 | $468.0K | 0.05% | +176+21.8% | Added |
| Townsend Asset Management Corp | 982 | $468.0K | 0.26% | +270+37.9% | Added |
| MTM Investment Management, LLC | 988 | $471.0K | 0.25% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 987 | $471.0K | 0.10% | +211+27.2% | Added |
| First National Bank of Hutchinson | 991 | $473.0K | 0.24% | −55−5.3% | Reduced |
| Unio Capital LLC | 995 | $474.0K | 0.21% | −292−22.7% | Reduced |
| Oak Harvest Investment Services | 996 | $475.0K | 0.16% | −4,490−81.8% | Reduced |
| International Assets Investment Management, LLC | 996 | $475.0K | 0.09% | −1,294−56.5% | Reduced |
| Coastal Investment Advisors, Inc. | 997 | $475.0K | 0.11% | +21+2.2% | Added |
| Manning & Napier Group, LLC | 1,000 | $476.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Securities LLC | 1,000 | $477.0K | 0.19% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 1,003 | $478.0K | 0.14% | +17+1.7% | Added |
| RSM US Wealth Management LLC | 1,006 | $480.0K | 0.03% | +1,006 | New |
| Cable Hill Partners, LLC | 1,011 | $482.0K | 0.11% | +177+21.2% | Added |
| Prelude Capital Management, LLC | 1,011 | $482.0K | 0.03% | +1,011 | New |
| Brighton Jones LLC | 1,013 | $483.0K | 0.02% | −2−0.2% | Reduced |
| Neville Rodie & Shaw Inc | 1,015 | $484.0K | 0.04% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 1,018 | $485.0K | 0.05% | +1,018 | New |
| Nicholas Hoffman & Company, LLC. | 1,021 | $487.0K | 0.09% | +122+13.6% | Added |
| Investment House LLC | 1,025 | $488.0K | 0.03% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,027 | $490.0K | 0.29% | −1−0.1% | Reduced |
| Parkside Financial Bank & Trust | 1,029 | $491.0K | 0.14% | +66+6.9% | Added |
| Farr Miller & Washington LLC | 1,032 | $492.0K | 0.03% | 00.0% | Unchanged |
| Canandaigua National Corp | 1,039 | $495.0K | 0.08% | +41+4.1% | Added |
| Tradition Wealth Management, LLC | 1,042 | $497.0K | 0.07% | +43+4.3% | Added |
| SevenBridge Financial Group, LLC | 1,045 | $498.0K | 0.16% | +4+0.4% | Added |
| Claybrook Capital, LLC | 1,045 | $498.0K | 0.16% | +1,045 | New |
| Ninepoint Partners LP | 1,053 | $502.0K | 0.22% | −3−0.3% | Reduced |
| Childress Capital Advisors, LLC | 1,056 | $503.0K | 0.23% | −213−16.8% | Reduced |
| Lumature Wealth Partners, LLC | 1,054 | $503.0K | 0.21% | +99+10.4% | Added |
| Capital Asset Advisory Services LLC | 1,062 | $506.0K | 0.06% | −12−1.1% | Reduced |
| Capital Wealth Planning, LLC | 1,060 | $506.0K | 0.01% | +283+36.4% | Added |
| Clifford Swan Investment Counsel LLC | 1,039 | $507.0K | 0.02% | −743−41.7% | Reduced |
| Almanack Investment Partners, LLC. | 1,063 | $507.0K | 0.05% | −3−0.3% | Reduced |
| WBH Advisory Inc | 1,056 | $509.0K | 0.07% | +1+0.1% | Added |
| Altus Wealth Group LLC | 1,072 | $511.0K | 0.50% | +4+0.4% | Added |
| Derby & Company, Inc | 1,074 | $512.0K | 0.11% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,075 | $512.0K | 0.49% | +339+46.1% | Added |
| Stillwater Investment Management, LLC | 1,077 | $513.0K | 0.14% | +8+0.7% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,080 | $515.0K | 0.19% | +30+2.9% | Added |
| Prestige Wealth Management Group LLC | 1,084 | $517.0K | 0.14% | +1,005+1,272.2% | Added |
| Personal Cfo Solutions, LLC | 1,098 | $523.0K | 0.11% | +33+3.1% | Added |
| New Vernon Investment Management LLC | 1,100 | $525.0K | 0.96% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 1,100 | $525.0K | 0.41% | +26+2.4% | Added |
| Jackson Hole Capital Partners, LLC | 1,106 | $527.0K | 0.18% | +122+12.4% | Added |
| Clear Perspective Advisors, LLC | 1,115 | $532.0K | 0.18% | +198+21.6% | Added |
| Valley National Advisers Inc | 1,117 | $533.0K | 0.10% | −42−3.6% | Reduced |
| Camden Capital, LLC | 1,120 | $534.0K | 0.12% | +5+0.4% | Added |
| Spinnaker Trust | 1,122 | $535.0K | 0.04% | +9+0.8% | Added |
| Inlet Private Wealth, LLC | 1,124 | $536.0K | 0.14% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,129 | $538.0K | 0.04% | 00.0% | Unchanged |
| Smith Asset Management Group LP | 1,130 | $539.0K | 0.03% | +20+1.8% | Added |
| Bailard, Inc. | 1,138 | $543.0K | 0.02% | −473−29.4% | Reduced |
| Frontier Wealth Management LLC | 1,139 | $543.0K | 0.04% | +514+82.2% | Added |
| Valeo Financial Advisors, LLC | 1,143 | $545.0K | 0.03% | −5,846−83.6% | Reduced |
| Ausdal Financial Partners, Inc. | 1,146 | $546.0K | 0.08% | +10+0.9% | Added |
| Sequoia Financial Advisors, LLC | 1,147 | $547.0K | 0.02% | +185+19.2% | Added |
| Rathbone Brothers plc | 1,150 | $548.0K | 0.01% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 1,151 | $548.8K | 0.11% | +19+1.7% | Added |
| Evermay Wealth Management LLC | 1,157 | $552.0K | 0.10% | +30+2.7% | Added |
| First Manhattan Co | 1,165 | $555.0K | 0.00% | +12+1.0% | Added |
| Keebeck Alpha, LP | 1,163 | $555.0K | 0.19% | +70+6.4% | Added |
| XR Securities LLC | 1,170 | $558.0K | 0.46% | +1,170 | New |
| Amussen Hunsaker Associates LLC | 1,177 | $561.0K | 0.16% | −14−1.2% | Reduced |
| BSW Wealth Partners | 1,185 | $565.0K | 0.16% | +258+27.8% | Added |
| GQG Partners LLC | 1,188 | $566.0K | 0.00% | −777,726−99.8% | Reduced |
| Focus Financial Network, Inc. | 1,192 | $568.2K | 0.08% | +3+0.3% | Added |
| Clal Insurance Enterprises Holdings Ltd | 1,200 | $572.0K | 0.01% | +1,200 | New |
| Asahi Life Asset Management Co., Ltd. | 1,205 | $575.0K | 0.08% | −850−41.4% | Reduced |
| Magnolia Capital Advisors LLC | 1,206 | $575.0K | 0.25% | +48+4.1% | Added |
| Pinnacle Financial Partners Inc | 1,214 | $579.0K | 0.02% | +37+3.1% | Added |
| Patron Partners Advisors, LLC | 1,215 | $579.0K | 0.44% | +47+4.0% | Added |
| Pinnacle Wealth Advisors | 1,214 | $579.0K | 0.02% | +1,214 | New |
| New Jersey Better Educational Savings Trust | 1,225 | $584.0K | 1.17% | 00.0% | Unchanged |
| Geller Advisors LLC | 1,227 | $585.0K | 0.13% | −2−0.2% | Reduced |
| First Mercantile Trust Co | 1,230 | $586.0K | 0.07% | −140−10.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,232 | $587.0K | 0.11% | −15−1.2% | Reduced |
| Traynor Capital Management, Inc. | 1,259 | $589.0K | 0.08% | −86−6.4% | Reduced |
| Mission Creek Capital Partners, Inc. | 1,235 | $589.0K | 0.09% | +9+0.7% | Added |
| Avestar Capital, LLC | 1,244 | $593.0K | 0.11% | −204−14.1% | Reduced |
| Cooper Financial Group | 1,249 | $595.0K | 0.12% | +44+3.7% | Added |