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 |
|---|---|---|---|---|---|
| West Paces Advisors Inc. | 2,355 | $1.12M | 0.41% | −66−2.7% | Reduced |
| Legacy Capital Partners, Inc. | 2,387 | $1.14M | 0.41% | +320+15.5% | Added |
| Evercore Wealth Management, LLC | 2,389 | $1.14M | 0.02% | −62−2.5% | Reduced |
| Avidian Wealth Solutions, LLC | 2,391 | $1.14M | 0.09% | +154+6.9% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 2,392 | $1.14M | 0.20% | +2,392 | New |
| Wealthspire Advisors, LLC | 2,393 | $1.14M | 0.03% | −6,875−74.2% | Reduced |
| Lake Street Advisors Group, LLC | 2,358 | $1.14M | 0.08% | +76+3.3% | Added |
| Integrated Wealth Concepts LLC | 2,401 | $1.15M | 0.04% | +37+1.6% | Added |
| Kore Private Wealth LLC | 2,403 | $1.15M | 0.13% | +427+21.6% | Added |
| Trust Investment Advisors | 2,423 | $1.16M | 1.02% | +62+2.6% | Added |
| Engineers Gate Manager LP | 2,429 | $1.16M | 0.07% | −26,466−91.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 2,436 | $1.16M | 0.06% | +204+9.1% | Added |
| Payden & Rygel | 2,450 | $1.17M | 0.06% | −69,400−96.6% | Reduced |
| Perpetual Investment Management Ltd | 2,450 | $1.17M | 0.17% | −10,689−81.4% | Reduced |
| Bel Air Investment Advisors LLC | 2,453 | $1.17M | 0.04% | +527+27.4% | Added |
| Moseley Investment Management Inc | 2,457 | $1.17M | 0.58% | −197−7.4% | Reduced |
| RMB Capital Management, LLC | 2,457 | $1.17M | 0.04% | 00.0% | Unchanged |
| BCM Advisors, LLC | 2,525 | $1.18M | 0.32% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 2,472 | $1.18M | 0.21% | +10.0% | Added |
| Glen Eagle Advisors, LLC | 2,475 | $1.18M | 0.37% | +345+16.2% | Added |
| Boit C F David | 2,475 | $1.18M | 0.90% | +2,475 | New |
| HBK Sorce Advisory LLC | 2,480 | $1.18M | 0.07% | +206+9.1% | Added |
| SFE Investment Counsel | 2,482 | $1.18M | 0.33% | +1,865+302.3% | Added |
| Castle Rock Wealth Management, LLC | 2,457 | $1.19M | 0.43% | +364+17.4% | Added |
| Baker Tilly Wealth Management, LLC | 2,494 | $1.19M | 0.19% | +119+5.0% | Added |
| HMS Capital Management, LLC | 2,495 | $1.19M | 0.54% | −56−2.2% | Reduced |
| Perennial Investment Advisors, LLC | 2,496 | $1.19M | 0.43% | +8+0.3% | Added |
| Holderness Investments Co | 2,510 | $1.20M | 0.40% | 00.0% | Unchanged |
| RB Capital Management, LLC | 2,525 | $1.20M | 0.46% | +99+4.1% | Added |
| Zions Bancorporation, N.A. | 2,528 | $1.21M | 0.12% | +521+26.0% | Added |
| Knuff & Co LLC | 2,538 | $1.21M | 0.45% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 2,540 | $1.21M | 0.14% | +769+43.4% | Added |
| Quadrant Capital Group LLC | 2,558 | $1.22M | 0.18% | −12−0.5% | Reduced |
| Financial Advocates Investment Management | 2,561 | $1.22M | 0.09% | +88+3.6% | Added |
| Blackhawk Capital Partners LLC. | 2,639 | $1.22M | 0.83% | −24−0.9% | Reduced |
| Origin Asset Management LLP | 2,579 | $1.23M | 0.14% | 00.0% | Unchanged |
| Western Financial Corporation | 2,579 | $1.23M | 0.66% | +251+10.8% | Added |
| EFG Asset Management (Americas) Corp. | 2,592 | $1.24M | 0.23% | +87+3.5% | Added |
| Vanguard Capital Wealth Advisors | 2,602 | $1.24M | 0.94% | 00.0% | Unchanged |
| GAM Holding AG | 2,609 | $1.24M | 0.05% | −98−3.6% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 2,610 | $1.24M | 0.65% | +202+8.4% | Added |
| Legacy Wealth Asset Management, LLC | 2,615 | $1.25M | 0.55% | −7−0.3% | Reduced |
| United Capital Management of KS, Inc. | 2,616 | $1.25M | 0.51% | +258+10.9% | Added |
| Pacific Global Investment Management CO | 2,619 | $1.25M | 0.25% | +31+1.2% | Added |
| Patten & Patten Inc | 2,625 | $1.25M | 0.10% | −175−6.3% | Reduced |
| Royal Harbor Partners, LLC | 2,627 | $1.25M | 0.83% | +84+3.3% | Added |
| Dorsey & Whitney Trust CO LLC | 2,637 | $1.26M | 0.12% | −12−0.5% | Reduced |
| Alaethes Wealth LLC | 2,640 | $1.26M | 0.97% | +266+11.2% | Added |
| Braun Stacey Associates Inc | 2,647 | $1.26M | 0.05% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 2,662 | $1.27M | 0.24% | −178−6.3% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 2,663 | $1.27M | 0.15% | +703+35.9% | Added |
| Parallel Advisors, LLC | 2,682 | $1.28M | 0.05% | +225+9.2% | Added |
| NEXT Financial Group, Inc | 2,689 | $1.28M | 0.10% | +106+4.1% | Added |
| Davidson Capital Management Inc. | 2,692 | $1.28M | 0.62% | +86+3.3% | Added |
| Park Avenue Securities LLC | 2,694 | $1.28M | 0.03% | +351+15.0% | Added |
| Waycross Partners, LLC | 2,700 | $1.29M | 0.68% | 00.0% | Unchanged |
| Exane Derivatives | 2,661 | $1.29M | 0.30% | +2,579+3,145.1% | Added |
| Flagship Harbor Advisors, LLC | 2,707 | $1.29M | 0.14% | +76+2.9% | Added |
| Brookstone Capital Management | 2,683 | $1.30M | 0.02% | +1,245+86.6% | Added |
| Brown Advisory Securities, LLC | 2,727 | $1.30M | 0.20% | +126+4.8% | Added |
| Syntal Capital Partners, LLC | 2,734 | $1.30M | 0.46% | −169−5.8% | Reduced |
| Heritage Wealth Management, LLC | 2,760 | $1.32M | 0.50% | +108+4.1% | Added |
| TriaGen Wealth Management LLC | 2,713 | $1.32M | 0.68% | +2,713 | New |
| Centiva Capital, LP | 2,769 | $1.32M | 0.10% | −301−9.8% | Reduced |
| Carret Asset Management, LLC | 2,769 | $1.32M | 0.15% | +100+3.7% | Added |
| Nwam LLC | 2,770 | $1.32M | 0.12% | 00.0% | Unchanged |
| Busey Wealth Management | 2,781 | $1.33M | 0.06% | +313+12.7% | Added |
| Sonora Investment Management, LLC | 2,782 | $1.33M | 0.17% | +2,782 | New |
| Kiwi Wealth Investments Limited Partnership | 2,782 | $1.33M | 0.07% | +2,782 | New |
| Pitcairn Co | 2,803 | $1.34M | 0.09% | −47−1.6% | Reduced |
| CPWM, LLC | 2,807 | $1.34M | 0.10% | −12−0.4% | Reduced |
| Signet Financial Management, LLC | 2,817 | $1.34M | 0.46% | +84+3.1% | Added |
| Marcum Wealth, LLC | 2,837 | $1.35M | 0.22% | +59+2.1% | Added |
| Buckley Wealth Management, LLC | 2,836 | $1.35M | 0.46% | +634+28.8% | Added |
| DFPG Investments, LLC | 2,819 | $1.36M | 0.52% | +106+3.9% | Added |
| Wealth Alliance | 2,860 | $1.36M | 0.32% | +734+34.5% | Added |
| TownSquare Capital, LLC | 2,891 | $1.37M | 0.04% | +468+19.3% | Added |
| Andesa Financial Management Inc. | 2,899 | $1.38M | 0.42% | −205−6.6% | Reduced |
| Golden State Equity Partners | 2,902 | $1.38M | 0.54% | +1,611+124.8% | Added |
| Quadrant Private Wealth Management, LLC | 2,913 | $1.39M | 0.56% | −2−0.1% | Reduced |
| Hilltop Holdings Inc. | 2,914 | $1.39M | 0.16% | +936+47.3% | Added |
| Mid Atlantic Financial Management Inc | 2,937 | $1.40M | 0.09% | +113+4.0% | Added |
| Longfellow Investment Management Co LLC | 2,951 | $1.41M | 0.20% | −1,445−32.9% | Reduced |
| Jupiter Wealth Management LLC | 2,905 | $1.41M | 0.68% | −2,255−43.7% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 2,964 | $1.41M | 0.40% | +34+1.2% | Added |
| Kistler-Tiffany Companies, LLC | 2,965 | $1.41M | 0.33% | +194+7.0% | Added |
| TD Ameritrade Investment Management, LLC | 2,972 | $1.42M | 0.01% | +27+0.9% | Added |
| Copperwynd Financial, LLC | 2,984 | $1.42M | 0.60% | +45+1.5% | Added |
| Tru Independence Asset Management 2, LLC | 2,984 | $1.42M | 0.97% | +76+2.6% | Added |
| Leisure Capital Management | 2,988 | $1.43M | 0.79% | −3−0.1% | Reduced |
| Lumina Fund Management LLC | 3,000 | $1.43M | 0.69% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 3,004 | $1.43M | 0.00% | −63−2.1% | Reduced |
| Founders Financial Securities LLC | 3,008 | $1.43M | 0.28% | +1,842+158.0% | Added |
| Aurora Private Wealth, Inc. | 3,013 | $1.44M | 0.58% | +180+6.4% | Added |
| Checchi Capital Advisers, LLC | 3,018 | $1.44M | 0.18% | −264−8.0% | Reduced |
| Keebeck Wealth Management, LLC | 3,021 | $1.44M | 0.21% | +117+4.0% | Added |
| J.W. Cole Advisors, Inc. | 3,046 | $1.45M | 0.11% | −21−0.7% | Reduced |
| Equitable Holdings, Inc. | 3,052 | $1.46M | 0.03% | −1,340−30.5% | Reduced |
| Beacon Pointe Advisors, LLC | 3,054 | $1.46M | 0.05% | +2,019+195.1% | Added |
| LCNB Corp | 3,076 | $1.47M | 0.74% | −5−0.2% | Reduced |