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 |
|---|---|---|---|---|---|
| Farmers & Merchants Trust Co of Chambersburg PA | 3,299 | $1.57M | 1.09% | +175+5.6% | Added |
| Legacy Private Trust Co. | 3,288 | $1.57M | 0.13% | −18−0.5% | Reduced |
| Avantax Planning Partners, Inc. | 3,287 | $1.57M | 0.07% | −154−4.5% | Reduced |
| Evergreen Capital Management LLC | 3,272 | $1.56M | 0.07% | −198−5.7% | Reduced |
| Pacitti Group Inc. | – | $1.56M | 0.94% | – | – |
| Members Capital Advisors Inc | 3,270 | $1.56M | 0.97% | +3,105+1,881.8% | Added |
| Woodmont Investment Counsel LLC | 3,254 | $1.55M | 0.24% | +1,012+45.1% | Added |
| Optas, LLC | 3,244 | $1.55M | 0.44% | +125+4.0% | Added |
| Hudson Canyon Capital Management | 3,238 | $1.54M | 1.16% | −243−7.0% | Reduced |
| RFG Advisory, LLC | 3,236 | $1.54M | 0.14% | +244+8.2% | Added |
| Westhampton Capital, LLC | 3,195 | $1.52M | 0.99% | 00.0% | Unchanged |
| Welch & Forbes LLC | 3,195 | $1.52M | 0.03% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 3,175 | $1.51M | 0.02% | −365−10.3% | Reduced |
| CWM, LLC | 3,162 | $1.51M | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3,161 | $1.51M | 0.13% | +200+6.8% | Added |
| TruWealth Advisors, LLC | 3,142 | $1.50M | 0.18% | +272+9.5% | Added |
| First Business Financial Services, Inc. | 3,138 | $1.50M | 0.17% | +312+11.0% | Added |
| Community Capital Management, Inc. | 3,100 | $1.48M | 1.50% | +3,100 | New |
| AIA Group Ltd | 3,169 | $1.48M | 0.10% | +2,622+479.3% | Added |
| 9258 Wealth Management, LLC | 3,092 | $1.48M | 0.40% | +135+4.6% | Added |
| Peoples Financial Services Corp. | 3,082 | $1.47M | 0.62% | −24−0.8% | Reduced |
| LCNB Corp | 3,076 | $1.47M | 0.74% | −5−0.2% | Reduced |
| Beacon Pointe Advisors, LLC | 3,054 | $1.46M | 0.05% | +2,019+195.1% | Added |
| Equitable Holdings, Inc. | 3,052 | $1.46M | 0.03% | −1,340−30.5% | Reduced |
| J.W. Cole Advisors, Inc. | 3,046 | $1.45M | 0.11% | −21−0.7% | Reduced |
| Keebeck Wealth Management, LLC | 3,021 | $1.44M | 0.21% | +117+4.0% | Added |
| Checchi Capital Advisers, LLC | 3,018 | $1.44M | 0.18% | −264−8.0% | Reduced |
| Aurora Private Wealth, Inc. | 3,013 | $1.44M | 0.58% | +180+6.4% | Added |
| Founders Financial Securities LLC | 3,008 | $1.43M | 0.28% | +1,842+158.0% | Added |
| Fisher Asset Management, LLC | 3,004 | $1.43M | 0.00% | −63−2.1% | Reduced |
| Lumina Fund Management LLC | 3,000 | $1.43M | 0.69% | 00.0% | Unchanged |
| Leisure Capital Management | 2,988 | $1.43M | 0.79% | −3−0.1% | Reduced |
| 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 |
| TD Ameritrade Investment Management, LLC | 2,972 | $1.42M | 0.01% | +27+0.9% | Added |
| Kistler-Tiffany Companies, LLC | 2,965 | $1.41M | 0.33% | +194+7.0% | Added |
| Bank Pictet & Cie (Asia) Ltd | 2,964 | $1.41M | 0.40% | +34+1.2% | Added |
| Jupiter Wealth Management LLC | 2,905 | $1.41M | 0.68% | −2,255−43.7% | Reduced |
| Longfellow Investment Management Co LLC | 2,951 | $1.41M | 0.20% | −1,445−32.9% | Reduced |
| Mid Atlantic Financial Management Inc | 2,937 | $1.40M | 0.09% | +113+4.0% | Added |
| Hilltop Holdings Inc. | 2,914 | $1.39M | 0.16% | +936+47.3% | Added |
| Quadrant Private Wealth Management, LLC | 2,913 | $1.39M | 0.56% | −2−0.1% | Reduced |
| 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 |
| TownSquare Capital, LLC | 2,891 | $1.37M | 0.04% | +468+19.3% | 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 |
| 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 |
| Signet Financial Management, LLC | 2,817 | $1.34M | 0.46% | +84+3.1% | Added |
| CPWM, LLC | 2,807 | $1.34M | 0.10% | −12−0.4% | Reduced |
| Pitcairn Co | 2,803 | $1.34M | 0.09% | −47−1.6% | Reduced |
| 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 |
| Busey Wealth Management | 2,781 | $1.33M | 0.06% | +313+12.7% | Added |
| Nwam LLC | 2,770 | $1.32M | 0.12% | 00.0% | Unchanged |
| 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 |
| TriaGen Wealth Management LLC | 2,713 | $1.32M | 0.68% | +2,713 | New |
| Heritage Wealth Management, LLC | 2,760 | $1.32M | 0.50% | +108+4.1% | Added |
| Syntal Capital Partners, LLC | 2,734 | $1.30M | 0.46% | −169−5.8% | Reduced |
| Brown Advisory Securities, LLC | 2,727 | $1.30M | 0.20% | +126+4.8% | Added |
| Brookstone Capital Management | 2,683 | $1.30M | 0.02% | +1,245+86.6% | Added |
| Flagship Harbor Advisors, LLC | 2,707 | $1.29M | 0.14% | +76+2.9% | Added |
| Exane Derivatives | 2,661 | $1.29M | 0.30% | +2,579+3,145.1% | Added |
| Waycross Partners, LLC | 2,700 | $1.29M | 0.68% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 2,694 | $1.28M | 0.03% | +351+15.0% | Added |
| Davidson Capital Management Inc. | 2,692 | $1.28M | 0.62% | +86+3.3% | Added |
| NEXT Financial Group, Inc | 2,689 | $1.28M | 0.10% | +106+4.1% | Added |
| Parallel Advisors, LLC | 2,682 | $1.28M | 0.05% | +225+9.2% | Added |
| 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 |
| Braun Stacey Associates Inc | 2,647 | $1.26M | 0.05% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 2,640 | $1.26M | 0.97% | +266+11.2% | Added |
| Dorsey & Whitney Trust CO LLC | 2,637 | $1.26M | 0.12% | −12−0.5% | Reduced |
| Royal Harbor Partners, LLC | 2,627 | $1.25M | 0.83% | +84+3.3% | Added |
| Patten & Patten Inc | 2,625 | $1.25M | 0.10% | −175−6.3% | Reduced |
| Pacific Global Investment Management CO | 2,619 | $1.25M | 0.25% | +31+1.2% | Added |
| United Capital Management of KS, Inc. | 2,616 | $1.25M | 0.51% | +258+10.9% | Added |
| Legacy Wealth Asset Management, LLC | 2,615 | $1.25M | 0.55% | −7−0.3% | Reduced |
| 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 |
| Vanguard Capital Wealth Advisors | 2,602 | $1.24M | 0.94% | 00.0% | Unchanged |
| EFG Asset Management (Americas) Corp. | 2,592 | $1.24M | 0.23% | +87+3.5% | Added |
| 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 |
| Blackhawk Capital Partners LLC. | 2,639 | $1.22M | 0.83% | −24−0.9% | Reduced |
| Financial Advocates Investment Management | 2,561 | $1.22M | 0.09% | +88+3.6% | Added |
| Quadrant Capital Group LLC | 2,558 | $1.22M | 0.18% | −12−0.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,540 | $1.21M | 0.14% | +769+43.4% | Added |
| Knuff & Co LLC | 2,538 | $1.21M | 0.45% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,528 | $1.21M | 0.12% | +521+26.0% | Added |
| RB Capital Management, LLC | 2,525 | $1.20M | 0.46% | +99+4.1% | Added |
| Holderness Investments Co | 2,510 | $1.20M | 0.40% | 00.0% | Unchanged |
| 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 |
| Baker Tilly Wealth Management, LLC | 2,494 | $1.19M | 0.19% | +119+5.0% | Added |
| Castle Rock Wealth Management, LLC | 2,457 | $1.19M | 0.43% | +364+17.4% | Added |
| SFE Investment Counsel | 2,482 | $1.18M | 0.33% | +1,865+302.3% | Added |
| HBK Sorce Advisory LLC | 2,480 | $1.18M | 0.07% | +206+9.1% | Added |