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 |
|---|---|---|---|---|---|
| Peoples Financial Services Corp. | 3,082 | $1.47M | 0.62% | −24−0.8% | Reduced |
| 9258 Wealth Management, LLC | 3,092 | $1.48M | 0.40% | +135+4.6% | Added |
| AIA Group Ltd | 3,169 | $1.48M | 0.10% | +2,622+479.3% | Added |
| Community Capital Management, Inc. | 3,100 | $1.48M | 1.50% | +3,100 | New |
| First Business Financial Services, Inc. | 3,138 | $1.50M | 0.17% | +312+11.0% | Added |
| TruWealth Advisors, LLC | 3,142 | $1.50M | 0.18% | +272+9.5% | Added |
| Perigon Wealth Management, LLC | 3,161 | $1.51M | 0.13% | +200+6.8% | Added |
| CWM, LLC | 3,162 | $1.51M | 0.01% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 3,175 | $1.51M | 0.02% | −365−10.3% | Reduced |
| Welch & Forbes LLC | 3,195 | $1.52M | 0.03% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 3,195 | $1.52M | 0.99% | 00.0% | Unchanged |
| RFG Advisory, LLC | 3,236 | $1.54M | 0.14% | +244+8.2% | Added |
| Hudson Canyon Capital Management | 3,238 | $1.54M | 1.16% | −243−7.0% | Reduced |
| Optas, LLC | 3,244 | $1.55M | 0.44% | +125+4.0% | Added |
| Woodmont Investment Counsel LLC | 3,254 | $1.55M | 0.24% | +1,012+45.1% | Added |
| Members Capital Advisors Inc | 3,270 | $1.56M | 0.97% | +3,105+1,881.8% | Added |
| Evergreen Capital Management LLC | 3,272 | $1.56M | 0.07% | −198−5.7% | Reduced |
| Pacitti Group Inc. | – | $1.56M | 0.94% | – | – |
| Avantax Planning Partners, Inc. | 3,287 | $1.57M | 0.07% | −154−4.5% | Reduced |
| Legacy Private Trust Co. | 3,288 | $1.57M | 0.13% | −18−0.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,299 | $1.57M | 1.09% | +175+5.6% | Added |
| Liberty One Investment Management, LLC | 3,301 | $1.57M | 0.27% | +292+9.7% | Added |
| Fort, L.P. | 3,310 | $1.58M | 0.46% | +19+0.6% | Added |
| Alpha Omega Wealth Management LLC | 3,325 | $1.59M | 0.26% | +4+0.1% | Added |
| Purus Wealth Management, LLC | 3,329 | $1.59M | 1.14% | +564+20.4% | Added |
| Amica Retiree Medical Trust | 3,333 | $1.59M | 1.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 3,336 | $1.59M | 0.82% | +750+29.0% | Added |
| Symmetry Partners, LLC | 3,363 | $1.60M | 0.11% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 3,392 | $1.62M | 0.43% | +142+4.4% | Added |
| Redwood Investment Management, LLC | 3,415 | $1.63M | 0.27% | +2,587+312.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,423 | $1.63M | 0.63% | 00.0% | Unchanged |
| 1st Source Bank | 3,423 | $1.63M | 0.10% | +335+10.8% | Added |
| Prudent Man Advisors, LLC | 3,444 | $1.64M | 0.63% | +174+5.3% | Added |
| DeDora Capital, Inc. | 3,445 | $1.64M | 0.72% | −29−0.8% | Reduced |
| Duality Advisers, LP | 3,459 | $1.65M | 0.15% | −1,110−24.3% | Reduced |
| Altium Wealth Management LLC | 3,462 | $1.65M | 0.12% | −2−0.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,469 | $1.65M | 0.15% | +151+4.6% | Added |
| Alpha DNA Investment Management LLC | 3,507 | $1.67M | 1.15% | +1,669+90.8% | Added |
| Alethea Capital Management, LLC | 3,553 | $1.69M | 1.07% | +3,553 | New |
| First Commonwealth Financial Corp | 3,554 | $1.70M | 0.59% | +255+7.7% | Added |
| Green Square Capital Advisors LLC | 3,560 | $1.70M | 0.47% | +322+9.9% | Added |
| Harvest Fund Management Co., Ltd | 3,622 | $1.70M | 0.18% | −389−9.7% | Reduced |
| Golden State Wealth Management, LLC | 3,579 | $1.71M | 0.38% | +2,449+216.7% | Added |
| Sound View Wealth Advisors Group, LLC | 3,591 | $1.71M | 0.36% | −184−4.9% | Reduced |
| Arabesque Asset Management Ltd | 3,600 | $1.72M | 0.73% | +3,600 | New |
| TrimTabs Asset Management, LLC | 3,745 | $1.73M | 0.88% | +308+9.0% | Added |
| Private Trust Co NA | 3,651 | $1.74M | 0.26% | −105−2.8% | Reduced |
| Personal Capital Advisors Corp | 3,658 | $1.74M | 0.01% | +433+13.4% | Added |
| Trust Asset Management LLC | 3,661 | $1.75M | 0.24% | +422+13.0% | Added |
| Cornercap Investment Counsel Inc | 3,678 | $1.75M | 0.19% | +85+2.4% | Added |
| DCM Advisors, LLC | 3,684 | $1.76M | 1.00% | +50+1.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 3,700 | $1.76M | 0.57% | 00.0% | Unchanged |
| Castellan Group, LLC | 3,700 | $1.76M | 0.74% | +3,700 | New |
| Centaurus Financial, Inc. | 3,711 | $1.77M | 0.15% | +314+9.2% | Added |
| Ingalls & Snyder LLC | 3,733 | $1.78M | 0.08% | +3,733 | New |
| Mitchell & Pahl Private Wealth, LLC | 3,739 | $1.78M | 1.27% | −25−0.7% | Reduced |
| Oarsman Capital, Inc. | 3,741 | $1.78M | 0.71% | +71+1.9% | Added |
| NorthCoast Asset Management LLC | 3,751 | $1.79M | 0.06% | +915+32.3% | Added |
| Advisory Research Inc | 3,758 | $1.79M | 0.12% | +10+0.3% | Added |
| Kovack Advisors, Inc. | 3,764 | $1.79M | 0.20% | −87−2.3% | Reduced |
| Founders Financial Alliance, LLC | 3,827 | $1.82M | 0.83% | +59+1.6% | Added |
| Johnson Financial Group, Inc. | 3,839 | $1.83M | 0.12% | +154+4.2% | Added |
| Old Dominion Capital Management Inc | 3,848 | $1.83M | 0.39% | −6−0.2% | Reduced |
| IHT Wealth Management, LLC | 3,876 | $1.85M | 0.12% | +59+1.5% | Added |
| Windsor Creek Advisors, LLC | 3,880 | $1.85M | 0.70% | +500+14.8% | Added |
| Ativo Capital Management LLC | 3,887 | $1.85M | 0.79% | −18−0.5% | Reduced |
| Change Path, LLC | 3,895 | $1.86M | 0.11% | +872+28.8% | Added |
| Birinyi Associates Inc | 3,900 | $1.86M | 0.65% | +100+2.6% | Added |
| Pacifica Partners Inc. | 4,030 | $1.86M | 1.42% | +4,030 | New |
| Rossmore Private Capital | 3,915 | $1.87M | 0.32% | +450+13.0% | Added |
| Ategra Capital Management, LLC | 3,950 | $1.88M | 0.96% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 3,974 | $1.90M | 0.64% | −175−4.2% | Reduced |
| Capital Investment Advisors, LLC | 3,983 | $1.90M | 0.07% | +863+27.7% | Added |
| Global Retirement Partners, LLC | 4,036 | $1.93M | 0.20% | +184+4.8% | Added |
| Griffin Asset Management, Inc. | 4,040 | $1.93M | 0.23% | −19−0.5% | Reduced |
| We Are One Seven, LLC | 4,067 | $1.94M | 0.27% | +985+32.0% | Added |
| Paloma Partners Management Co | 4,069 | $1.94M | 0.05% | +2,076+104.2% | Added |
| Kendall Capital Management | 4,074 | $1.94M | 1.09% | −10−0.2% | Reduced |
| Dean Investment Associates, LLC | 4,078 | $1.95M | 0.36% | +4,078 | New |
| Royal Fund Management, LLC | 4,090 | $1.95M | 0.32% | +644+18.7% | Added |
| Unigestion Holding SA | 4,096 | $1.95M | 0.07% | +3,149+332.5% | Added |
| American National Registered Investment Advisor, Inc. | 4,100 | $1.96M | 0.70% | −53−1.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,102 | $1.96M | 0.02% | +807+24.5% | Added |
| Cypress Capital, LLC | 4,123 | $1.97M | 1.92% | +383+10.2% | Added |
| CAMG Solamere Management, LLC | 4,135 | $1.97M | 1.70% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 4,085 | $1.97M | 0.39% | +324+8.6% | Added |
| Seeyond | 4,158 | $1.98M | 0.18% | −109−2.6% | Reduced |
| Fma Advisory Inc | 4,170 | $1.99M | 0.74% | −167−3.9% | Reduced |
| Premier Asset Management LLC | 4,240 | $2.02M | 0.30% | −74−1.7% | Reduced |
| Groesbeck Investment Management Corp | 4,241 | $2.02M | 2.58% | +402+10.5% | Added |
| Capstone Investment Advisors, LLC | 4,261 | $2.03M | 0.05% | −3,511−45.2% | Reduced |
| Fiera Capital Corp | 4,264 | $2.03M | 0.01% | +3,468+435.7% | Added |
| Toroso Investments, LLC | 4,277 | $2.04M | 0.08% | +986+30.0% | Added |
| Psagot Investment House Ltd. | 4,280 | $2.04M | 0.07% | 00.0% | Unchanged |
| Rothschild Investment Corp | 4,326 | $2.06M | 0.16% | +224+5.5% | Added |
| Birch Hill Investment Advisors LLC | 4,330 | $2.06M | 0.11% | −135−3.0% | Reduced |
| Insight Wealth Strategies, LLC | 4,353 | $2.08M | 0.29% | −998−18.7% | Reduced |
| Meitav Dash Investments Ltd | 4,349 | $2.08M | 0.05% | +30+0.7% | Added |
| Level Four Advisory Services, LLC | 4,360 | $2.08M | 0.14% | +55+1.3% | Added |
| Ameritas Investment Company, LLC | 2,630 | $2.08M | 0.10% | −2,128−44.7% | Reduced |