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 |
|---|---|---|---|---|---|
| Summit Financial Wealth Advisors, LLC | 1,255 | $598.0K | 0.14% | −17,757−93.4% | Reduced |
| Gilman Hill Asset Management, LLC | 1,254 | $598.0K | 0.15% | −72−5.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,231 | $598.0K | 0.17% | −78−6.0% | Reduced |
| Defined Wealth Management, LLC | 1,258 | $600.0K | 0.53% | 00.0% | Unchanged |
| Savant Capital, LLC | 1,260 | $601.0K | 0.02% | +24+1.9% | Added |
| Proficio Capital Partners LLC | 1,264 | $603.0K | 0.07% | −77−5.7% | Reduced |
| Cornerstone Advisory, LLC | 1,264 | $603.0K | 0.10% | +44+3.6% | Added |
| Deseret Mutual Benefit Administrators | 1,272 | $607.0K | 0.15% | +1,272 | New |
| Ballentine Partners, LLC | 1,282 | $611.0K | 0.02% | −37−2.8% | Reduced |
| Biltmore Family Office, LLC | 1,292 | $616.0K | 0.17% | +110+9.3% | Added |
| Engine No. 1 LLC | 1,294 | $617.0K | 0.17% | +1,294 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 1,296 | $618.0K | 0.02% | −2,102−61.9% | Reduced |
| Hunter Associates Investment Management LLC | 1,300 | $620.0K | 0.19% | −4,305−76.8% | Reduced |
| Hartford Financial Management Inc. | 1,300 | $620.0K | 0.15% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,300 | $620.0K | 0.20% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 1,300 | $620.0K | 0.27% | +1,300 | New |
| Raab & Moskowitz Asset Management LLC | 1,307 | $623.0K | 0.23% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 1,311 | $625.0K | 0.32% | +421+47.3% | Added |
| Lyell Wealth Management, LP | 1,312 | $626.0K | 0.08% | +56+4.5% | Added |
| NewEdge Wealth, LLC | 1,313 | $626.0K | 0.05% | +233+21.6% | Added |
| Wintrust Investments LLC | 1,314 | $627.0K | 0.06% | +161+14.0% | Added |
| Matrix Private Capital Group LLC | 1,318 | $628.0K | 0.34% | +30+2.3% | Added |
| Sound Financial Strategies Group, LLC | 1,321 | $630.0K | 0.31% | +1,321 | New |
| Hollencrest Capital Management | 1,325 | $632.0K | 0.06% | +96+7.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,332 | $635.0K | 0.04% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 1,332 | $635.0K | 0.19% | +98+7.9% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,345 | $641.0K | 0.07% | −29−2.1% | Reduced |
| ICW Investment Advisors LLC | 1,344 | $641.0K | 0.42% | +27+2.1% | Added |
| Advisor Resource Council | 1,347 | $642.0K | 0.07% | +1,347 | New |
| Nikulski Financial, Inc. | 1,343 | $643.0K | 0.30% | −55−3.9% | Reduced |
| Stratos Wealth Advisors, LLC | 1,352 | $645.0K | 0.06% | +91+7.2% | Added |
| Abbrea Capital, LLC | 1,355 | $646.0K | 0.10% | +186+15.9% | Added |
| Harbour Investment Management LLC | 1,356 | $647.0K | 0.32% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 1,358 | $648.0K | 0.18% | −1,872−58.0% | Reduced |
| Thomas White International Ltd | 1,360 | $649.0K | 0.09% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,366 | $651.0K | 0.09% | +1,366 | New |
| Fieldpoint Private Securities, LLC | 1,351 | $652.0K | 0.14% | +96+7.6% | Added |
| Telemus Capital, LLC | 1,369 | $653.0K | 0.05% | −1,616−54.1% | Reduced |
| Henshaw Capital LLC | 1,370 | $653.3K | 0.04% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,379 | $658.0K | 0.24% | −27−1.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,380 | $658.0K | 0.13% | +500+56.8% | Added |
| South Shore Capital Advisors | 1,385 | $660.0K | 1.19% | −1,046−43.0% | Reduced |
| Crumly & Associates Inc. | 1,390 | $663.0K | 0.32% | +133+10.6% | Added |
| Navalign, LLC | 1,403 | $669.0K | 0.28% | +260+22.7% | Added |
| Hillsdale Investment Management Inc. | 1,409 | $672.0K | 0.05% | +19+1.4% | Added |
| PNC Managed Account Solutions, Inc. | 1,409 | $672.0K | 0.13% | +1,409 | New |
| Ontario Teachers Pension Plan Board | 1,414 | $674.0K | 0.01% | −235−14.3% | Reduced |
| Northwest Bancshares, Inc. | 1,415 | $675.0K | 0.15% | −4−0.3% | Reduced |
| NewSquare Capital LLC | 1,415 | $675.0K | 0.08% | +110+8.4% | Added |
| Boston Financial Mangement LLC | 1,417 | $676.0K | 0.03% | −20−1.4% | Reduced |
| Mather Group, LLC. | 1,424 | $679.0K | 0.02% | +259+22.2% | Added |
| AXS Investments LLC | 1,423 | $679.0K | 0.21% | +304+27.2% | Added |
| Community Bank & Trust, Waco, Texas | 1,429 | $681.0K | 0.22% | +83+6.2% | Added |
| J. W. Coons Advisors, LLC | 1,436 | $684.0K | 0.24% | +233+19.4% | Added |
| West Family Investments, Inc. | 1,437 | $685.0K | 0.19% | +1,437 | New |
| Core Alternative Capital | 1,439 | $686.0K | 0.16% | +207+16.8% | Added |
| Carolinas Wealth Consulting LLC | 1,463 | $697.0K | 0.15% | −124−7.8% | Reduced |
| AMG National Trust Bank | 1,463 | $698.0K | 0.02% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 1,463 | $698.0K | 0.40% | +63+4.5% | Added |
| Marshall Financial Group LLC | 1,469 | $700.0K | 0.38% | −44−2.9% | Reduced |
| Cohen & Steers, Inc. | 1,467 | $700.0K | 0.00% | −7−0.5% | Reduced |
| Orion Portfolio Solutions, LLC | 1,476 | $704.0K | 0.03% | −43−2.8% | Reduced |
| Guinness Atkinson Asset Management Inc | 1,477 | $704.0K | 0.31% | +84+6.0% | Added |
| Navellier & Associates Inc | 1,481 | $706.0K | 0.11% | −102−6.4% | Reduced |
| Seascape Capital Management | 1,483 | $707.0K | 0.37% | +144+10.8% | Added |
| Berman Capital Advisors, LLC | 1,493 | $711.0K | 0.11% | +315+26.7% | Added |
| Compagnie Lombard Odier SCmA | 1,492 | $711.0K | 0.02% | +322+27.5% | Added |
| Goodwin Daniel L | 1,500 | $715.0K | 0.34% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,501 | $716.0K | 0.05% | +1,041+226.3% | Added |
| Oakworth Capital, Inc. | 1,515 | $722.0K | 0.07% | +23+1.5% | Added |
| Essex Financial Services, Inc. | 1,571 | $729.0K | 0.11% | 00.0% | Unchanged |
| Wade G W & Inc | 1,531 | $730.0K | 0.04% | +250+19.5% | Added |
| Nations Financial Group Inc, | 1,532 | $731.0K | 0.12% | +9+0.6% | Added |
| Resources Investment Advisors, LLC. | 1,533 | $731.0K | 0.03% | +110+7.7% | Added |
| Physicians Financial Services, Inc. | 1,544 | $736.0K | 0.30% | +874+130.4% | Added |
| Claraphi Advisory Network, LLC | 1,548 | $738.0K | 0.22% | −579−27.2% | Reduced |
| Boston Trust Walden Corp | 1,551 | $740.0K | 0.01% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 1,553 | $740.0K | 0.21% | +79+5.4% | Added |
| Qtron Investments LLC | 1,563 | $745.0K | 0.19% | −2,226−58.7% | Reduced |
| Crescent Capital Consulting, LLC | 1,570 | $749.0K | 0.14% | −44−2.7% | Reduced |
| Americana Partners, LLC | 1,678 | $752.0K | 0.38% | +636+61.0% | Added |
| Concord Wealth Partners | 1,593 | $760.0K | 0.22% | +221+16.1% | Added |
| Journey Advisory Group, LLC | 1,621 | $773.0K | 0.25% | +238+17.2% | Added |
| Simmons Bank | 1,623 | $774.0K | 0.06% | +125+8.3% | Added |
| IMS Capital Management | 1,630 | $777.0K | 0.46% | −480−22.7% | Reduced |
| Providence Wealth Advisors, LLC | 1,652 | $780.0K | 0.53% | +55+3.4% | Added |
| HBW Advisory Services LLC | 1,643 | $783.0K | 0.21% | −7,835−82.7% | Reduced |
| Balasa Dinverno & Foltz LLC | 1,642 | $783.0K | 0.06% | +47+2.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,647 | $786.0K | 0.19% | +11+0.7% | Added |
| Notis-McConarty Edward | 1,650 | $787.0K | 0.29% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 1,672 | $797.0K | 0.18% | −38−2.2% | Reduced |
| Nachman Norwood & Parrott, Inc | 1,675 | $799.0K | 0.08% | −26−1.5% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,676 | $799.0K | 0.05% | −6−0.4% | Reduced |
| Lebenthal Global Advisors, LLC | 1,676 | $799.0K | 0.43% | +197+13.3% | Added |
| McDonald Partners LLC | 1,686 | $803.0K | 0.19% | +100+6.3% | Added |
| Claro Advisors LLC | 1,692 | $807.0K | 0.36% | +19+1.1% | Added |
| Arkadios Wealth Advisors | 1,705 | $813.0K | 0.10% | +1,065+166.4% | Added |
| Vantage Financial Partners Ltd., Inc. | 1,715 | $818.0K | 0.46% | +220+14.7% | Added |
| Putnam Investments LLC | 1,719 | $820.0K | 0.00% | 00.0% | Unchanged |
| Camarda Financial Advisors, LLC | 1,730 | $825.0K | 0.51% | −12−0.7% | Reduced |