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 |
|---|---|---|---|---|---|
| Boit C F David | 2,475 | $1.18M | 0.90% | +2,475 | New |
| Glen Eagle Advisors, LLC | 2,475 | $1.18M | 0.37% | +345+16.2% | Added |
| Institute for Wealth Management, LLC. | 2,472 | $1.18M | 0.21% | +10.0% | Added |
| BCM Advisors, LLC | 2,525 | $1.18M | 0.32% | 00.0% | Unchanged |
| 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 |
| Bel Air Investment Advisors LLC | 2,453 | $1.17M | 0.04% | +527+27.4% | Added |
| Perpetual Investment Management Ltd | 2,450 | $1.17M | 0.17% | −10,689−81.4% | Reduced |
| Payden & Rygel | 2,450 | $1.17M | 0.06% | −69,400−96.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 2,436 | $1.16M | 0.06% | +204+9.1% | Added |
| Engineers Gate Manager LP | 2,429 | $1.16M | 0.07% | −26,466−91.6% | Reduced |
| Trust Investment Advisors | 2,423 | $1.16M | 1.02% | +62+2.6% | Added |
| Kore Private Wealth LLC | 2,403 | $1.15M | 0.13% | +427+21.6% | Added |
| Integrated Wealth Concepts LLC | 2,401 | $1.15M | 0.04% | +37+1.6% | Added |
| Lake Street Advisors Group, LLC | 2,358 | $1.14M | 0.08% | +76+3.3% | Added |
| Wealthspire Advisors, LLC | 2,393 | $1.14M | 0.03% | −6,875−74.2% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 2,392 | $1.14M | 0.20% | +2,392 | New |
| Avidian Wealth Solutions, LLC | 2,391 | $1.14M | 0.09% | +154+6.9% | Added |
| Evercore Wealth Management, LLC | 2,389 | $1.14M | 0.02% | −62−2.5% | Reduced |
| Legacy Capital Partners, Inc. | 2,387 | $1.14M | 0.41% | +320+15.5% | Added |
| West Paces Advisors Inc. | 2,355 | $1.12M | 0.41% | −66−2.7% | Reduced |
| Laurel Wealth Advisors, Inc. | 2,352 | $1.12M | 0.15% | −32−1.3% | Reduced |
| Eudaimonia Partners, LLC | 2,342 | $1.12M | 0.21% | +132+6.0% | Added |
| Archer Investment Corp | 2,340 | $1.12M | 0.44% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,333 | $1.11M | 0.03% | −3,376−59.1% | Reduced |
| Orca Investment Management, LLC | 2,331 | $1.11M | 1.00% | +236+11.3% | Added |
| Financial Perspectives, Inc | 2,328 | $1.11M | 0.54% | −1,067,024−99.8% | Reduced |
| 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 |
| Bridgefront Capital, LLC | 2,318 | $1.10M | 0.42% | +2,318 | New |
| Cim Investment Mangement Inc | 2,309 | $1.10M | 0.34% | −74−3.1% | Reduced |
| 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 |
| Redhawk Wealth Advisors, Inc. | 2,282 | $1.09M | 0.24% | +41+1.8% | 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 |
| Integrated Advisors Network LLC | 2,270 | $1.08M | 0.08% | +401+21.5% | 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 |
| WealthShield Partners, LLC | 2,259 | $1.08M | 0.17% | +373+19.8% | Added |
| Salem Capital Management Inc | 2,255 | $1.07M | 0.59% | +425+23.2% | Added |
| Jupiter Asset Management Ltd | 2,242 | $1.07M | 0.01% | −29,825−93.0% | Reduced |
| Redmond Asset Management, LLC | 2,237 | $1.07M | 0.31% | +11+0.5% | Added |
| Allred Capital Management, LLC | 2,189 | $1.04M | 0.52% | −60−2.7% | Reduced |
| Alpha Cubed Investments, LLC | 2,180 | $1.04M | 0.08% | +707+48.0% | Added |
| Bryn Mawr Trust Co | 2,173 | $1.04M | 0.04% | +564+35.1% | Added |
| Coldstream Capital Management Inc | 2,171 | $1.03M | 0.04% | +30+1.4% | Added |
| 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 |
| People's United Financial, Inc. | 2,155 | $1.03M | 0.02% | −18−0.8% | Reduced |
| Caldwell Trust Co | 2,153 | $1.03M | 0.13% | 00.0% | Unchanged |
| Albar Capital Ltd | 2,150 | $1.02M | 0.41% | +2,150 | New |
| 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 |
| Old Port Advisors | 2,121 | $1.02M | 0.37% | +1,299+158.0% | Added |
| FinTrust Capital Advisors, LLC | 2,126 | $1.01M | 0.27% | −10−0.5% | Reduced |
| Wellington Shields Capital Management, LLC | 2,118 | $1.01M | 0.12% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 2,116 | $1.01M | 0.05% | +22+1.1% | Added |
| Barings LLC | 2,110 | $1.01M | 0.02% | −227−9.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,107 | $1.00M | 0.01% | +107+5.4% | Added |
| First Horizon Advisors, Inc. | 2,108 | $1.00M | 0.05% | −4−0.2% | Reduced |
| Greenwood Capital Associates LLC | 2,104 | $1.00M | 0.15% | +732+53.4% | Added |
| Essex Savings Bank | 2,113 | $998.0K | 0.39% | +207+10.9% | Added |
| Homrich & Berg | 2,082 | $993.0K | 0.02% | +362+21.0% | Added |
| Leelyn Smith, LLC | 2,080 | $992.0K | 0.29% | −643−23.6% | Reduced |
| TrinityPoint Wealth, LLC | 2,067 | $986.0K | 0.20% | +166+8.7% | Added |
| BBVA USA | 2,066 | $985.0K | 0.05% | +2,066 | New |
| Harbor Investment Advisory, LLC | 2,064 | $984.0K | 0.13% | +7+0.3% | Added |
| Warther Private Wealth, LLC | 2,082 | $978.0K | 0.95% | +2,082 | New |
| Institutional & Family Asset Management, LLC | 2,047 | $976.0K | 0.16% | +219+12.0% | Added |
| Blueshift Asset Management, LLC | 2,029 | $968.0K | 0.05% | −7,516−78.7% | Reduced |
| Lake Street Financial LLC | 2,044 | $960.0K | 0.24% | −289−12.4% | 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 |
| BBR Partners, LLC | 1,999 | $953.0K | 0.08% | −130−6.1% | Reduced |
| Rehmann Capital Advisory Group | 1,944 | $950.1K | 0.09% | +70+3.7% | Added |
| Cypress Asset Management Inc | 1,992 | $950.0K | 0.24% | −25−1.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 1,986 | $947.0K | 0.32% | +693+53.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,984 | $946.0K | 0.24% | +1,984 | New |
| Windsor Capital Management, LLC | 1,976 | $942.0K | 0.31% | −238−10.7% | Reduced |
| Allen Investment Management LLC | 1,967 | $938.0K | 0.01% | −935−32.2% | Reduced |
| 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 |
| Wealthcare Advisory Partners LLC | 1,958 | $933.0K | 0.06% | +63+3.3% | Added |
| Mission Wealth Management, LP | 1,956 | $932.0K | 0.05% | +39+2.0% | Added |
| Foresight Wealth Management, LLC | 1,953 | $931.0K | 0.39% | +305+18.5% | Added |
| Sanders Morris Harris LLC | 1,964 | $930.0K | 0.18% | −109−5.3% | Reduced |
| Midwest Professional Planners, LTD. | 1,942 | $926.0K | 0.48% | +207+11.9% | Added |
| Csenge Advisory Group | 1,969 | $925.0K | 0.08% | +183+10.2% | Added |
| Equitable Trust Co | 1,930 | $920.0K | 0.06% | +207+12.0% | 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 |
| Wealth Management Associates, Inc. | 1,910 | $910.8K | 0.52% | +536+39.0% | Added |
| Polar Asset Management Partners Inc. | 1,909 | $910.0K | 0.01% | +1,909 | New |
| Essex Investment Management Co LLC | 1,907 | $909.0K | 0.11% | 00.0% | Unchanged |
| CSU Producer Resources, Inc. | 1,900 | $906.0K | 3.57% | 00.0% | Unchanged |
| 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 |