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 5 sales; 4,853 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 | 4,853 | $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 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 88 | $43.0K | 0.00% | +21+31.3% | Added |
| JFS Wealth Advisors, LLC | 88 | $43.0K | 0.00% | +88 | New |
| Heritage Wealth Advisors | 92 | $44.6K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 106 | $47.0K | 0.04% | +106 | New |
| First Financial Corp | 100 | $48.0K | 0.03% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 100 | $48.0K | 0.03% | 00.0% | Unchanged |
| Park Circle Co | 100 | $48.0K | 0.04% | 00.0% | Unchanged |
| LSV Asset Management | 100 | $48.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 99 | $48.0K | 0.01% | +99 | New |
| Vectors Research Management, LLC | 104 | $50.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 104 | $50.0K | 0.01% | +42+67.7% | Added |
| Tacita Capital Inc | 110 | $53.0K | 0.03% | 00.0% | Unchanged |
| Cordant, Inc. | 110 | $53.0K | 0.03% | +10+10.0% | Added |
| Tradewinds Capital Management, LLC | 110 | $53.0K | 0.01% | +64+139.1% | Added |
| Aspire Private Capital, LLC | 112 | $54.0K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 121 | $59.0K | 0.02% | −22−15.4% | Reduced |
| Wealth Quarterback LLC | 123 | $60.0K | 0.04% | +2+1.7% | Added |
| Newbridge Financial Services Group, Inc. | 127 | $61.0K | 0.04% | −4−3.1% | Reduced |
| Atlas Private Wealth Advisors | 129 | $62.0K | 0.03% | +1+0.8% | Added |
| Solstein Capital, LLC | 128 | $62.0K | 0.04% | +16+14.3% | Added |
| Hexagon Capital Partners LLC | 130 | $63.0K | 0.02% | +26+25.0% | Added |
| Mizuho Securities Co. Ltd. | 137 | $66.0K | 0.02% | −61−30.8% | Reduced |
| Private Ocean, LLC | 138 | $67.0K | 0.01% | −40−22.5% | Reduced |
| McIlrath & Eck, LLC | 145 | $70.0K | 0.02% | +70+93.3% | Added |
| Gables Capital Management Inc. | 149 | $72.0K | 0.05% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 151 | $73.0K | 0.02% | −8−5.0% | Reduced |
| NVWM, LLC | 150 | $73.0K | 0.03% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 153 | $74.0K | 0.01% | +19+14.2% | Added |
| Bell Investment Advisors, Inc | 161 | $78.0K | 0.02% | +161 | New |
| Wagner Wealth Management, LLC | 150 | $80.0K | 0.06% | −25−14.3% | Reduced |
| Earnest Partners LLC | 186 | $90.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 189 | $92.0K | 0.00% | −849−81.8% | Reduced |
| Kowal Investment Group, LLC | 190 | $92.0K | 0.03% | +190 | New |
| Evolution Wealth Advisors, LLC | 192 | $93.0K | 0.02% | −7−3.5% | Reduced |
| WD Rutherford LLC | 195 | $95.0K | 0.05% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $97.0K | 0.12% | 00.0% | Unchanged |
| Close Asset Management Ltd | 200 | $97.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 201 | $97.0K | 0.02% | +201 | New |
| Ellevest, Inc. | 207 | $100.0K | 0.01% | +44+27.0% | Added |
| Harding Loevner LP | 208 | $101.0K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 208 | $101.0K | 0.01% | +208 | New |
| Mark Sheptoff Financial Planning, LLC | 210 | $102.0K | 0.06% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 211 | $102.0K | 0.06% | +211 | New |
| McCarthy Asset Management, Inc. | 212 | $103.0K | 0.08% | −9,000−97.7% | Reduced |
| Capital Advisors, Ltd. LLC | 212 | $103.0K | 0.02% | +175+473.0% | Added |
| Baldrige Asset Management LLC | 215 | $104.0K | 0.04% | −4−1.8% | Reduced |
| Clearview Wealth Advisors LLC | 227 | $110.0K | 0.07% | +10+4.6% | Added |
| Ellis Investment Partners, LLC | 230 | $111.0K | 0.03% | +2+0.9% | Added |
| Neo Ivy Capital Management | 359 | $113.0K | 0.13% | +359 | New |
| Kozak & Associates, Inc. | 206 | $117.0K | 0.07% | +206 | New |
| Catalyst Capital Advisors LLC | 246 | $119.0K | 0.01% | −4−1.6% | Reduced |
| Tarbox Family Office, Inc. | 248 | $120.0K | 0.02% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 11,058 | $121.0K | 1.47% | +8+0.1% | Added |
| Lipe & Dalton | 250 | $121.0K | 0.06% | +50+25.0% | Added |
| Walled Lake Planning & Wealth Management, LLC | 267 | $129.0K | 0.08% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 271 | $131.0K | 0.05% | +271 | New |
| Exchange Traded Concepts, LLC | 274 | $133.0K | 0.00% | −21,279−98.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 282 | $137.0K | 0.00% | +22+8.5% | Added |
| Community Bank, N.A. | 285 | $139.0K | 0.02% | +285 | New |
| Blume Capital Management, Inc. | 300 | $145.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 300 | $145.0K | 0.06% | +79+35.7% | Added |
| Emfo, LLC | 310 | $150.0K | 0.13% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 311 | $151.0K | 0.10% | −7−2.2% | Reduced |
| Financial Management Professionals, Inc. | 311 | $151.0K | 0.03% | +5+1.6% | Added |
| First Command Bank | 312 | $151.0K | 0.03% | +86+38.1% | Added |
| First Command Financial Services, Inc. | 312 | $151.0K | 0.03% | +86+38.1% | Added |
| Rosenberg Matthew Hamilton | 315 | $153.0K | 0.06% | 00.0% | Unchanged |
| Hudock, Inc. | 319 | $154.0K | 0.05% | −183−36.5% | Reduced |
| Atticus Wealth Management, LLC | 330 | $160.0K | 0.07% | −84−20.3% | Reduced |
| Lenox Wealth Advisors, LLC | 349 | $169.0K | 0.02% | +3+0.9% | Added |
| Sutton Wealth Advisors Inc. | 356 | $172.6K | 0.06% | +3+0.8% | Added |
| Creative Financial Designs Inc | 365 | $177.0K | 0.03% | +23+6.7% | Added |
| Bartlett & Co. Wealth Management LLC | 369 | $178.9K | 0.00% | +269+269.0% | Added |
| Bartlett & Co. LLC | 369 | $179.0K | 0.00% | +269+269.0% | Added |
| Private Capital Group, LLC | 381 | $185.0K | 0.04% | −161−29.7% | Reduced |
| Accel Wealth Management | 381 | $185.0K | 0.12% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 384 | $186.0K | 0.02% | +57+17.4% | Added |
| Atwood & Palmer Inc | 394 | $191.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 400 | $194.0K | 0.03% | +51+14.6% | Added |
| Jacobi Capital Management LLC | 410 | $199.0K | 0.03% | +27+7.0% | Added |
| Eqis Capital Management, Inc. | 413 | $200.0K | 0.02% | −63−13.2% | Reduced |
| Meridian Wealth Management, LLC | 413 | $200.0K | 0.02% | +413 | New |
| DHJJ Financial Advisors, Ltd. | 413 | $200.0K | 0.10% | +413 | New |
| Essex Investment Management Co LLC | 415 | $201.0K | 0.02% | −1,492−78.2% | Reduced |
| Salem Investment Counselors Inc | 419 | $203.0K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 418 | $203.0K | 0.02% | +418 | New |
| Outlook Wealth Advisors, LLC | 421 | $204.0K | 0.07% | +421 | New |
| Annex Advisory Services, LLC | 425 | $206.0K | 0.02% | −57−11.8% | Reduced |
| NinePointTwo Capital | 426 | $206.0K | 0.08% | 00.0% | Unchanged |
| Investors Financial Group, LLC | 427 | $207.0K | 0.11% | −3−0.7% | Reduced |
| Old National Bancorp | 430 | $209.0K | 0.01% | −29−6.3% | Reduced |
| O'Brien Greene & Co. Inc | 433 | $210.0K | 0.08% | 00.0% | Unchanged |
| Rock Creek Group, LP | 436 | $211.0K | 0.04% | −203−31.8% | Reduced |
| Gries Financial LLC | 436 | $211.0K | 0.07% | −22−4.8% | Reduced |
| MainStreet Investment Advisors LLC | 435 | $211.0K | 0.02% | +435 | New |
| Investors Asset Management of Georgia Inc | 438 | $212.0K | 0.11% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 437 | $212.0K | 0.05% | +437 | New |
| Qci Asset Management Inc | 441 | $214.0K | 0.01% | +441 | New |
| Grant/GrossMendelsohn, LLC | 411 | $214.0K | 0.17% | +411 | New |
| Excalibur Management Corp | 445 | $216.0K | 0.09% | 00.0% | Unchanged |