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 |
|---|---|---|---|---|---|
| Doliver Advisors, LP | 1,731 | $825.0K | 0.27% | +275+18.9% | Added |
| IPG Investment Advisors LLC | 1,740 | $829.7K | 0.24% | −70−3.9% | Reduced |
| Covenant Multifamily Offices, LLC | 1,749 | $834.0K | 0.15% | −123−6.6% | Reduced |
| Quest Capital Management Inc | 1,758 | $838.0K | 0.17% | +41+2.4% | Added |
| First Heartland Consultants, Inc. | 1,757 | $838.0K | 0.13% | +1,152+190.4% | Added |
| Tributary Capital Management, LLC | 1,775 | $846.0K | 0.06% | −65−3.5% | Reduced |
| Symphony Financial, Ltd. Co. | 1,793 | $849.0K | 0.29% | −421−19.0% | Reduced |
| SlateStone Wealth, LLC | 1,785 | $851.0K | 0.19% | −11−0.6% | Reduced |
| Davis R M Inc | 1,790 | $854.0K | 0.02% | −100−5.3% | Reduced |
| Oxbow Advisors, LLC | 1,790 | $854.0K | 0.09% | +170+10.5% | Added |
| Clearstead Advisors, LLC | 1,803 | $860.0K | 0.07% | +232+14.8% | Added |
| L2 Asset Management, LLC | 1,804 | $860.0K | 0.80% | +1,804 | New |
| Beaumont Financial Partners, LLC | 1,807 | $862.0K | 0.07% | +27+1.5% | Added |
| 20/20 Capital Management, Inc. | 1,813 | $865.0K | 0.22% | +45+2.5% | Added |
| Opus Capital Group, LLC | 1,838 | $876.0K | 0.20% | −164−8.2% | Reduced |
| Key Financial Inc | 1,806 | $877.0K | 0.49% | −105−5.5% | Reduced |
| MACRO Consulting Group | 1,840 | $878.0K | 0.45% | 00.0% | Unchanged |
| Harbor Financial Services, LLC | 1,844 | $880.0K | 0.37% | +35+1.9% | Added |
| West Branch Capital LLC | 1,867 | $890.0K | 0.44% | +194+11.6% | Added |
| E&G Advisors, LP | 0 | $892.0K | 0.24% | −1,870−100.0% | Reduced |
| O'Shares Investment Advisers, LLC | 1,879 | $896.0K | 0.06% | +48+2.6% | Added |
| CRA Financial Services, LLC | 1,888 | $900.0K | 0.31% | 00.0% | Unchanged |
| Standard Family Office LLC | 1,887 | $900.0K | 0.19% | 00.0% | Unchanged |
| CSU Producer Resources, Inc. | 1,900 | $906.0K | 3.57% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 1,907 | $909.0K | 0.11% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 1,909 | $910.0K | 0.01% | +1,909 | New |
| Wealth Management Associates, Inc. | 1,910 | $910.8K | 0.52% | +536+39.0% | Added |
| YorkBridge Wealth Partners, LLC | 1,915 | $913.0K | 0.24% | +218+12.8% | Added |
| Marino, Stram & Associates LLC | 1,915 | $913.0K | 0.24% | +1,915 | New |
| Equitable Trust Co | 1,930 | $920.0K | 0.06% | +207+12.0% | Added |
| Csenge Advisory Group | 1,969 | $925.0K | 0.08% | +183+10.2% | Added |
| Midwest Professional Planners, LTD. | 1,942 | $926.0K | 0.48% | +207+11.9% | Added |
| Sanders Morris Harris LLC | 1,964 | $930.0K | 0.18% | −109−5.3% | Reduced |
| Foresight Wealth Management, LLC | 1,953 | $931.0K | 0.39% | +305+18.5% | Added |
| Mission Wealth Management, LP | 1,956 | $932.0K | 0.05% | +39+2.0% | Added |
| Wealthcare Advisory Partners LLC | 1,958 | $933.0K | 0.06% | +63+3.3% | Added |
| Cascadia Advisory Services, LLC | 1,963 | $936.0K | 0.20% | −165−7.8% | Reduced |
| Intrua Financial, LLC | 1,937 | $936.0K | 0.22% | +107+5.8% | Added |
| Allen Investment Management LLC | 1,967 | $938.0K | 0.01% | −935−32.2% | Reduced |
| Windsor Capital Management, LLC | 1,976 | $942.0K | 0.31% | −238−10.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 1,984 | $946.0K | 0.24% | +1,984 | New |
| Newman Dignan & Sheerar, Inc. | 1,986 | $947.0K | 0.32% | +693+53.6% | Added |
| Cypress Asset Management Inc | 1,992 | $950.0K | 0.24% | −25−1.2% | Reduced |
| Rehmann Capital Advisory Group | 1,944 | $950.1K | 0.09% | +70+3.7% | Added |
| BBR Partners, LLC | 1,999 | $953.0K | 0.08% | −130−6.1% | Reduced |
| Cito Capital Group, LLC | 2,000 | $954.0K | 0.43% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 2,000 | $954.0K | 0.24% | +350+21.2% | Added |
| Lake Street Financial LLC | 2,044 | $960.0K | 0.24% | −289−12.4% | Reduced |
| Blueshift Asset Management, LLC | 2,029 | $968.0K | 0.05% | −7,516−78.7% | Reduced |
| Institutional & Family Asset Management, LLC | 2,047 | $976.0K | 0.16% | +219+12.0% | Added |
| Warther Private Wealth, LLC | 2,082 | $978.0K | 0.95% | +2,082 | New |
| Harbor Investment Advisory, LLC | 2,064 | $984.0K | 0.13% | +7+0.3% | Added |
| BBVA USA | 2,066 | $985.0K | 0.05% | +2,066 | New |
| TrinityPoint Wealth, LLC | 2,067 | $986.0K | 0.20% | +166+8.7% | Added |
| Leelyn Smith, LLC | 2,080 | $992.0K | 0.29% | −643−23.6% | Reduced |
| Homrich & Berg | 2,082 | $993.0K | 0.02% | +362+21.0% | Added |
| Essex Savings Bank | 2,113 | $998.0K | 0.39% | +207+10.9% | Added |
| Greenwood Capital Associates LLC | 2,104 | $1.00M | 0.15% | +732+53.4% | Added |
| First Horizon Advisors, Inc. | 2,108 | $1.00M | 0.05% | −4−0.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,107 | $1.00M | 0.01% | +107+5.4% | Added |
| Barings LLC | 2,110 | $1.01M | 0.02% | −227−9.7% | Reduced |
| Moneta Group Investment Advisors LLC | 2,116 | $1.01M | 0.05% | +22+1.1% | Added |
| Wellington Shields Capital Management, LLC | 2,118 | $1.01M | 0.12% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,126 | $1.01M | 0.27% | −10−0.5% | Reduced |
| Old Port Advisors | 2,121 | $1.02M | 0.37% | +1,299+158.0% | Added |
| Charles Schwab Trust Co | 2,143 | $1.02M | 0.20% | −32−1.5% | Reduced |
| King Wealth | 2,142 | $1.02M | 0.21% | 00.0% | Unchanged |
| Albar Capital Ltd | 2,150 | $1.02M | 0.41% | +2,150 | New |
| Caldwell Trust Co | 2,153 | $1.03M | 0.13% | 00.0% | Unchanged |
| People's United Financial, Inc. | 2,155 | $1.03M | 0.02% | −18−0.8% | Reduced |
| Mayflower Financial Advisors, LLC | 2,163 | $1.03M | 0.14% | +36+1.7% | Added |
| Laidlaw Wealth Management LLC | 2,162 | $1.03M | 0.27% | +130+6.4% | Added |
| Coldstream Capital Management Inc | 2,171 | $1.03M | 0.04% | +30+1.4% | Added |
| Bryn Mawr Trust Co | 2,173 | $1.04M | 0.04% | +564+35.1% | Added |
| Alpha Cubed Investments, LLC | 2,180 | $1.04M | 0.08% | +707+48.0% | Added |
| Allred Capital Management, LLC | 2,189 | $1.04M | 0.52% | −60−2.7% | Reduced |
| Redmond Asset Management, LLC | 2,237 | $1.07M | 0.31% | +11+0.5% | Added |
| Jupiter Asset Management Ltd | 2,242 | $1.07M | 0.01% | −29,825−93.0% | Reduced |
| Salem Capital Management Inc | 2,255 | $1.07M | 0.59% | +425+23.2% | Added |
| WealthShield Partners, LLC | 2,259 | $1.08M | 0.17% | +373+19.8% | Added |
| Garner Asset Management Corp | 2,266 | $1.08M | 0.52% | +10.0% | Added |
| StoneX Group Inc. | 2,266 | $1.08M | 0.16% | +180+8.6% | Added |
| Integrated Advisors Network LLC | 2,270 | $1.08M | 0.08% | +401+21.5% | Added |
| Probity Advisors, Inc. | 2,275 | $1.08M | 0.23% | −26−1.1% | Reduced |
| 44 Wealth Management LLC | 2,276 | $1.08M | 0.42% | +336+17.3% | Added |
| Redhawk Wealth Advisors, Inc. | 2,282 | $1.09M | 0.24% | +41+1.8% | Added |
| Ritholtz Wealth Management | 2,287 | $1.09M | 0.08% | +428+23.0% | Added |
| Patten Group, Inc. | 2,289 | $1.09M | 0.32% | +446+24.2% | Added |
| PRW Wealth Management LLC | 2,289 | $1.09M | 0.32% | +2,289 | New |
| Shaolin Capital Management LLC | 2,289 | $1.09M | 0.03% | +2,289 | New |
| Cim Investment Mangement Inc | 2,309 | $1.10M | 0.34% | −74−3.1% | Reduced |
| Bridgefront Capital, LLC | 2,318 | $1.10M | 0.42% | +2,318 | New |
| Sentry Investment Management LLC | 2,323 | $1.11M | 0.28% | −1,816−43.9% | Reduced |
| Trustcore Financial Services, LLC | 2,324 | $1.11M | 0.12% | +87+3.9% | Added |
| Financial Perspectives, Inc | 2,328 | $1.11M | 0.54% | −1,067,024−99.8% | Reduced |
| Orca Investment Management, LLC | 2,331 | $1.11M | 1.00% | +236+11.3% | Added |
| Edmond de Rothschild Holding S.A. | 2,333 | $1.11M | 0.03% | −3,376−59.1% | Reduced |
| Archer Investment Corp | 2,340 | $1.12M | 0.44% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 2,342 | $1.12M | 0.21% | +132+6.0% | Added |
| Laurel Wealth Advisors, Inc. | 2,352 | $1.12M | 0.15% | −32−1.3% | Reduced |