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 |
|---|---|---|---|---|---|
| Zhang Financial LLC | 611 | $297.0K | 0.07% | +611 | New |
| Fort Sheridan Advisors LLC | 616 | $299.0K | 0.10% | −19−3.0% | Reduced |
| Strategic Advisors LLC | 618 | $299.0K | 0.06% | +198+47.1% | Added |
| Gryphon Financial Partners LLC | 618 | $300.0K | 0.07% | +11+1.8% | Added |
| Guidance Point Advisors, LLC | 626 | $303.0K | 0.11% | +2+0.3% | Added |
| Charter Trust Co | 629 | $305.0K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 630 | $305.0K | 0.03% | +40+6.8% | Added |
| Brown Miller Wealth Management, LLC | 636 | $308.0K | 0.19% | +21+3.4% | Added |
| Paces Ferry Wealth Advisors, LLC | 637 | $309.0K | 0.25% | −6−0.9% | Reduced |
| Smith, Moore & Co. | 639 | $310.0K | 0.05% | +34+5.6% | Added |
| Capital Bank & Trust Co | 641 | $311.0K | 10.51% | −480,109−99.9% | Reduced |
| Intercontinental Wealth Advisors, LLC | 652 | $316.0K | 0.07% | −6−0.9% | Reduced |
| Aspiriant, LLC | 656 | $318.0K | 0.02% | −51−7.2% | Reduced |
| Investment Management Associates Inc | 656 | $318.0K | 0.17% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 655 | $318.0K | 0.14% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 658 | $319.0K | 0.08% | −1−0.2% | Reduced |
| Cadence Bank NA | 663 | $321.0K | 0.10% | +48+7.8% | Added |
| Brooks, Moore & Associates, Inc. | 665 | $322.0K | 0.21% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 663 | $322.0K | 0.26% | +40+6.4% | Added |
| Jaffetilchin Investment Partners, LLC | 665 | $322.0K | 0.03% | +91+15.9% | Added |
| Tranquility Partners, LLC | 663 | $322.0K | 0.16% | +106+19.0% | Added |
| WealthPLAN Partners, LLC | 545 | $322.0K | 0.02% | +545 | New |
| Mendel Money Management | 670 | $325.0K | 0.20% | −10−1.5% | Reduced |
| Formidable Asset Management, LLC | 671 | $325.0K | 0.06% | −15−2.2% | Reduced |
| Carroll Financial Associates, Inc. | 672 | $325.0K | 0.02% | −1−0.1% | Reduced |
| Monument Capital Management | 669 | $325.0K | 0.11% | +94+16.3% | Added |
| LCM Capital Management Inc | 672 | $326.0K | 0.28% | −2−0.3% | Reduced |
| Main Street Research LLC | 674 | $327.0K | 0.03% | −14−2.0% | Reduced |
| SRS Capital Advisors, Inc. | 674 | $327.0K | 0.04% | +23+3.5% | Added |
| Courier Capital LLC | 674 | $327.0K | 0.03% | +674 | New |
| Wealthsource Partners, LLC | 676 | $328.0K | 0.03% | −25−3.6% | Reduced |
| Wedge Capital Management L L P | 676 | $328.0K | 0.00% | +2+0.3% | Added |
| Joel Isaacson & Co., LLC | 677 | $328.0K | 0.02% | +11+1.7% | Added |
| Sandbox Financial Partners, LLC | 683 | $331.0K | 0.24% | −9−1.3% | Reduced |
| Legacy Financial Advisors, Inc. | 682 | $331.0K | 0.08% | +121+21.6% | Added |
| Wills Financial Group, Inc. | 684 | $331.0K | 0.15% | +191+38.7% | Added |
| Kercheville Advisors, LLC | 685 | $332.0K | 0.16% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 693 | $336.0K | 0.02% | +25+3.7% | Added |
| Badgley Phelps Wealth Managers, LLC | 692 | $336.0K | 0.01% | +692 | New |
| Hotaling Investment Management, LLC | 694 | $337.0K | 0.14% | −8−1.1% | Reduced |
| Waddell & Associates, LLC | 694 | $337.0K | 0.06% | 00.0% | Unchanged |
| Johanson Financial Advisors, Inc. | 696 | $337.0K | 0.12% | +4+0.6% | Added |
| Foster & Motley Inc | 696 | $338.0K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 700 | $339.0K | 0.08% | +5+0.7% | Added |
| Mount Yale Investment Advisors, LLC | 705 | $342.0K | 0.04% | −3−0.4% | Reduced |
| Accurate Wealth Management, LLC | 718 | $342.0K | 0.30% | +54+8.1% | Added |
| Chase Investment Counsel Corp | 710 | $344.0K | 0.15% | 00.0% | Unchanged |
| CWM Advisors, LLC | 713 | $346.0K | 0.04% | −241−25.3% | Reduced |
| Chicago Partners Investment Group LLC | 624 | $347.0K | 0.02% | +26+4.3% | Added |
| LexAurum Advisors, LLC | 717 | $348.0K | 0.10% | +20+2.9% | Added |
| Syquant Capital SAS | 720 | $349.0K | 0.21% | −40−5.3% | Reduced |
| Fiduciary Group LLC | 654 | $349.0K | 0.04% | +17+2.7% | Added |
| Boothbay Fund Management, LLC | 724 | $351.0K | 0.01% | +724 | New |
| Sargent Investment Group, LLC | 727 | $353.0K | 0.09% | −5−0.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 727 | $353.0K | 0.05% | 00.0% | Unchanged |
| Tompkins Financial Corp | 729 | $354.0K | 0.06% | +729 | New |
| Twin Focus Capital Partners, LLC | 733 | $355.0K | 0.08% | +4+0.5% | Added |
| Balentine LLC | 734 | $356.0K | 0.01% | −1−0.1% | Reduced |
| Enterprise Financial Services Corp | 743 | $360.0K | 0.05% | +359+93.5% | Added |
| Capital Financial Services, LLC | 744 | $361.0K | 0.44% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 745 | $361.3K | 0.05% | +114+18.1% | Added |
| Engineers Gate Manager LP | 746 | $362.0K | 0.02% | −1,683−69.3% | Reduced |
| Blueprint Investment Partners LLC | 747 | $362.0K | 0.18% | +747 | New |
| TNF LLC | 644 | $364.0K | 0.16% | +644 | New |
| Baldwin Brothers Inc | 752 | $365.0K | 0.04% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 752 | $365.0K | 0.02% | +280+59.3% | Added |
| Fermata Advisors, LLC | 759 | $370.0K | 0.16% | −48−5.9% | Reduced |
| American State Bank (Iowa) | 765 | $371.0K | 0.29% | 00.0% | Unchanged |
| Krilogy Financial LLC | 766 | $371.0K | 0.04% | −24−3.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 765 | $371.0K | 0.10% | +765 | New |
| V Wealth Advisors LLC | 767 | $372.0K | 0.06% | −204−21.0% | Reduced |
| Chilton Investment Co LLC | 772 | $374.0K | 0.01% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 779 | $378.0K | 0.03% | +779 | New |
| Sigma Investment Counselors Inc | 783 | $380.0K | 0.03% | −16−2.0% | Reduced |
| Fairhaven Wealth Management, LLC | 784 | $380.0K | 0.16% | −3−0.4% | Reduced |
| Sage Mountain Advisors LLC | 784 | $380.0K | 0.06% | +319+68.6% | Added |
| Tributary Capital Management, LLC | 785 | $381.0K | 0.03% | −990−55.8% | Reduced |
| Choate Investment Advisors | 788 | $382.0K | 0.02% | −1−0.1% | Reduced |
| Insight Folios Inc | 791 | $384.0K | 0.21% | +791 | New |
| Osher Van de Voorde Investment Management | 800 | $388.0K | 0.10% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 800 | $388.0K | 0.33% | +800 | New |
| Lester Murray Antman dba SimplyRich | 808 | $391.0K | 0.14% | +25+3.2% | Added |
| FFT Wealth Management LLC | 818 | $397.0K | 0.04% | +6+0.7% | Added |
| Innovative Portfolios LLC | 598 | $398.0K | 2.26% | +598 | New |
| Mirador Capital Partners LP | 823 | $399.0K | 0.09% | +21+2.6% | Added |
| Menard Financial Group LLC | 827 | $401.0K | 0.35% | −7−0.8% | Reduced |
| Carlson Capital Management | 830 | $402.0K | 0.04% | +19+2.3% | Added |
| Toth Financial Advisory Corp | 831 | $403.0K | 0.06% | +541+186.6% | Added |
| Octavia Wealth Advisors, LLC | 835 | $406.0K | 0.10% | +30+3.7% | Added |
| Girard Partners Ltd. | 838 | $406.0K | 0.05% | +119+16.6% | Added |
| Apriem Advisors | 840 | $407.0K | 0.06% | 00.0% | Unchanged |
| Accuvest Global Advisors | 842 | $408.0K | 0.19% | +97+13.0% | Added |
| Global Strategic Investment Solutions, LLC | 845 | $410.0K | 0.07% | +179+26.9% | Added |
| Harvest Investment Services, LLC | 848 | $411.0K | 0.17% | −19−2.2% | Reduced |
| Catalyst Private Wealth, LLC | 850 | $412.0K | 0.18% | 00.0% | Unchanged |
| Central Bank & Trust Co | 852 | $413.0K | 0.07% | +80+10.4% | Added |
| Magnus Financial Group LLC | 853 | $414.0K | 0.09% | +14+1.7% | Added |
| Legacy Wealth Management, LLC | 854 | $414.1K | 0.22% | 00.0% | Unchanged |
| Highland Private Wealth Management | 858 | $416.0K | 0.06% | −100−10.4% | Reduced |
| Peoples Bank | 859 | $417.0K | 0.22% | +19+2.3% | Added |