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, Q3 2021
Institutional positions in Broadcom Inc. as of Sep 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
- 1,757
- +56 vs. Q2 2021
- Shares held
- 334.3M
- +372.1K (+0.1%) vs. Q2 2021
- Total value
- $162.1B
- +$2.95B (+1.9%) vs. Q2 2021
- New holders
- 132
- 844 more added
- Sold out
- 76
- 558 more reduced
22 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Broadcom Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| KCM Investment Advisors LLC | 5,676 | $2.75M | 0.11% | +363+6.8% | Added |
| Reilly Financial Advisors, LLC | 5,678 | $2.75M | 0.24% | +164+3.0% | Added |
| Range Financial Group LLC | 5,684 | $2.76M | 1.98% | −16−0.3% | Reduced |
| Midwest Wealth Management Inc. | 5,697 | $2.76M | 1.90% | +67+1.2% | Added |
| Cassia Capital Partners, LLC | 5,697 | $2.76M | 1.90% | +5,697 | New |
| Premier Asset Management LLC | 5,718 | $2.77M | 0.38% | +1,478+34.9% | Added |
| Woodmont Investment Counsel LLC | 5,744 | $2.79M | 0.41% | +2,490+76.5% | Added |
| Clarius Group, LLC | 5,770 | $2.80M | 0.25% | +48+0.8% | Added |
| Edmond de Rothschild Holding S.A. | 5,782 | $2.80M | 0.06% | +3,449+147.8% | Added |
| First Hawaiian Bank | 5,821 | $2.82M | 0.12% | +63+1.1% | Added |
| Human Investing LLC | 5,879 | $2.85M | 0.67% | −194−3.2% | Reduced |
| Wetherby Asset Management Inc | 5,968 | $2.89M | 0.18% | −65−1.1% | Reduced |
| Lockheed Martin Investment Management Co | 5,975 | $2.90M | 0.16% | −175−2.8% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 6,000 | $2.91M | 0.06% | −128−2.1% | Reduced |
| Monetary Management Group Inc | 6,002 | $2.91M | 0.80% | +925+18.2% | Added |
| Meiji Yasuda Life Insurance Co | 6,041 | $2.93M | 0.05% | −364−5.7% | Reduced |
| New England Asset Management Inc | 6,079 | $2.95M | 0.05% | +489+8.7% | Added |
| Peapack Gladstone Financial Corp | 6,123 | $2.97M | 0.06% | +717+13.3% | Added |
| HighPoint Advisor Group LLC | 6,144 | $2.98M | 0.29% | −33−0.5% | Reduced |
| Veriti Management LLC | 6,172 | $2.99M | 0.43% | +140+2.3% | Added |
| Harrell Investment Partners, LLC | 6,190 | $3.00M | 0.97% | +347+5.9% | Added |
| Graypoint LLC | 6,195 | $3.00M | 0.37% | +14+0.2% | Added |
| Zurich Insurance Group Ltd | 6,200 | $3.01M | 0.04% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 6,218 | $3.02M | 0.14% | +2,931+89.2% | Added |
| Bay Rivers Group | 6,287 | $3.05M | 2.07% | +207+3.4% | Added |
| Vestcor Inc | 6,340 | $3.07M | 0.11% | −832−11.6% | Reduced |
| Altman Advisors, Inc. | 5,806 | $3.09M | 1.71% | +72+1.3% | Added |
| Pendal Group Limited | 6,380 | $3.09M | 0.03% | −1,044−14.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 6,389 | $3.10M | 0.03% | +989+18.3% | Added |
| Lee Financial Co | 6,392 | $3.10M | 0.64% | +14+0.2% | Added |
| Morse Asset Management, Inc | 6,468 | $3.14M | 0.75% | +855+15.2% | Added |
| Carnegie Capital Asset Management, LLC | 6,462 | $3.14M | 0.12% | +83+1.3% | Added |
| Sigma Planning Corp | 6,497 | $3.15M | 0.10% | −93−1.4% | Reduced |
| B. Riley Wealth Management, Inc. | 6,520 | $3.16M | 0.24% | +114+1.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,581 | $3.19M | 0.17% | −467−6.6% | Reduced |
| Fortem Financial Group, LLC | 6,582 | $3.19M | 1.62% | +136+2.1% | Added |
| L & S Advisors Inc | 6,596 | $3.20M | 0.35% | −116−1.7% | Reduced |
| Tealwood Asset Management Inc | 6,623 | $3.21M | 1.30% | +6,623 | New |
| Laffer Tengler Investments | 6,642 | $3.22M | 0.93% | +807+13.8% | Added |
| Canal Capital Management, LLC | 6,656 | $3.23M | 0.92% | −50−0.7% | Reduced |
| Independent Solutions Wealth Management, LLC | 6,665 | $3.23M | 0.80% | +239+3.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 6,695 | $3.25M | 0.04% | +6,695 | New |
| Front Row Advisors LLC | 6,719 | $3.26M | 1.37% | −10.0% | Reduced |
| Sawtooth Solutions, LLC | 6,753 | $3.27M | 0.50% | +854+14.5% | Added |
| Andra AP-fonden | 6,800 | $3.30M | 0.07% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 6,809 | $3.30M | 0.04% | +720+11.8% | Added |
| Regions Financial Corp | 6,815 | $3.31M | 0.03% | +7+0.1% | Added |
| American Portfolios Advisors | 6,821 | $3.31M | 0.12% | +421+6.6% | Added |
| Pathstone Family Office, LLC | 6,907 | $3.35M | 0.10% | +2,185+46.3% | Added |
| McKinley Carter Wealth Services, Inc. | 6,967 | $3.38M | 0.28% | +6,967 | New |
| Venture Visionary Partners LLC | 6,990 | $3.39M | 0.24% | +210+3.1% | Added |
| RMR Wealth Builders | 6,995 | $3.39M | 1.00% | +20.0% | Added |
| Capital City Trust Co | 6,999 | $3.39M | 1.05% | +416+6.3% | Added |
| West Oak Capital, LLC | 6,999 | $3.39M | 1.32% | −60−0.8% | Reduced |
| Montag A & Associates Inc | 7,008 | $3.40M | 0.18% | −1,340−16.1% | Reduced |
| S. R. Schill & Associates | 7,061 | $3.42M | 1.46% | −541−7.1% | Reduced |
| Miracle Mile Advisors, LLC | 7,146 | $3.46M | 0.17% | +247+3.6% | Added |
| Eisler Capital (UK) Ltd. | 7,260 | $3.52M | 0.41% | +7,260 | New |
| Goelzer Investment Management, Inc. | 7,281 | $3.53M | 0.31% | −161−2.2% | Reduced |
| Toroso Investments, LLC | 7,295 | $3.54M | 0.13% | +3,018+70.6% | Added |
| Proquility Private Wealth Partners, LLC | 7,313 | $3.55M | 1.34% | +182+2.6% | Added |
| Providence First Trust Co | 7,337 | $3.56M | 1.68% | −40−0.5% | Reduced |
| Middleton & Co Inc | 7,344 | $3.56M | 0.38% | −100−1.3% | Reduced |
| Red Cedar Investment Management, LLC | 7,406 | $3.59M | 0.47% | +1,998+36.9% | Added |
| Dakota Wealth Management | 7,439 | $3.61M | 0.42% | +184+2.5% | Added |
| Independent Advisor Alliance | 7,472 | $3.62M | 0.20% | +691+10.2% | Added |
| Transcend Wealth Collective, LLC | 6,806 | $3.63M | 0.33% | +70+1.0% | Added |
| Clear Street Markets LLC | 7,512 | $3.64M | 0.80% | −13,209−63.7% | Reduced |
| Harbour Capital Advisors, LLC | 7,540 | $3.66M | 0.96% | +174+2.4% | Added |
| First National Trust Co | 7,552 | $3.66M | 0.22% | +1,231+19.5% | Added |
| Bedell Frazier Investment Counseling, LLC | 7,571 | $3.67M | 1.01% | +284+3.9% | Added |
| Massmutual Trust Co FSB | 7,619 | $3.69M | 0.15% | +571+8.1% | Added |
| Horan Capital Advisors, LLC. | 7,682 | $3.73M | 1.65% | +92+1.2% | Added |
| Garrison Asset Management, LLC | 7,681 | $3.73M | 2.26% | +148+2.0% | Added |
| Gotham Asset Management, LLC | 7,725 | $3.75M | 0.15% | −12,486−61.8% | Reduced |
| Capital Investment Advisory Services, LLC | 7,736 | $3.75M | 0.47% | +78+1.0% | Added |
| Walleye Trading LLC | 7,746 | $3.76M | 0.09% | +7,746 | New |
| First Foundation Advisors | 7,765 | $3.77M | 0.14% | +193+2.5% | Added |
| Oliver Luxxe Assets LLC | 7,824 | $3.79M | 1.05% | +474+6.4% | Added |
| MidWestOne Financial Group, Inc. | 7,885 | $3.82M | 0.90% | −103−1.3% | Reduced |
| Alps Advisors Inc | 7,897 | $3.83M | 0.04% | −215−2.7% | Reduced |
| Greenleaf Trust | 7,925 | $3.84M | 0.05% | +149+1.9% | Added |
| Boyd Watterson Asset Management LLC | 7,975 | $3.87M | 1.43% | +71+0.9% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $3.88M | 1.06% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 8,001 | $3.88M | 0.39% | −48−0.6% | Reduced |
| Squarepoint Ops LLC | 8,003 | $3.88M | 0.03% | −21,963−73.3% | Reduced |
| Benson Investment Management Company, Inc. | 8,023 | $3.89M | 2.00% | +13+0.2% | Added |
| Spears Abacus Advisors LLC | 8,043 | $3.90M | 0.28% | +9+0.1% | Added |
| Systematic Alpha Investments, LLC | 7,356 | $3.91M | 0.17% | +30+0.4% | Added |
| Belpointe Asset Management LLC | 8,105 | $3.93M | 0.27% | +208+2.6% | Added |
| Burney Co | 8,142 | $3.95M | 0.19% | −2,735−25.1% | Reduced |
| Fulton Bank, N.A. | 8,141 | $3.95M | 0.18% | −1,687−17.2% | Reduced |
| Scott & Selber, Inc. | 8,155 | $3.96M | 1.60% | −244−2.9% | Reduced |
| Sunbelt Securities, Inc. | 8,466 | $3.96M | 0.71% | 00.0% | Unchanged |
| Asio Capital, LLC | 8,225 | $3.99M | 1.38% | −966−10.5% | Reduced |
| Pittenger & Anderson Inc | 8,250 | $4.00M | 0.20% | +65+0.8% | Added |
| E Fund Management Co., Ltd. | 8,270 | $4.01M | 0.17% | +8,270 | New |
| Arden Trust Co | 8,271 | $4.01M | 0.69% | +148+1.8% | Added |
| Sumitomo Life Insurance Co | 8,292 | $4.02M | 0.11% | −369−4.3% | Reduced |
| Souders Financial Advisors | 8,315 | $4.03M | 1.30% | +120+1.5% | Added |