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 |
|---|---|---|---|---|---|
| Physicians Financial Services, Inc. | 1,529 | $741.0K | 0.30% | −15−1.0% | Reduced |
| IPG Investment Advisors LLC | 1,530 | $741.9K | 0.23% | −210−12.1% | Reduced |
| Berman Capital Advisors, LLC | 1,545 | $749.0K | 0.12% | +52+3.5% | Added |
| Fort Point Capital Partners LLC | 1,544 | $749.0K | 0.12% | +1,544 | New |
| Boston Trust Walden Corp | 1,551 | $752.0K | 0.01% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 1,555 | $754.0K | 0.09% | −9,385−85.8% | Reduced |
| Resources Investment Advisors, LLC. | 1,554 | $754.0K | 0.03% | +21+1.4% | Added |
| Cubist Systematic Strategies, LLC | 1,557 | $755.0K | 0.01% | −9,606−86.1% | Reduced |
| GQG Partners LLC | 1,561 | $757.0K | 0.00% | +373+31.4% | Added |
| Core Alternative Capital | 1,563 | $758.0K | 0.16% | +124+8.6% | Added |
| Crescent Capital Consulting, LLC | 1,570 | $761.0K | 0.14% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 1,576 | $763.0K | 0.26% | +140+9.7% | Added |
| Oakworth Capital, Inc. | 1,575 | $764.0K | 0.07% | +60+4.0% | Added |
| Arkadios Wealth Advisors | 1,579 | $766.0K | 0.11% | −126−7.4% | Reduced |
| Simmons Bank | 1,583 | $768.0K | 0.06% | −40−2.5% | Reduced |
| Cedar Brook Financial Partners, LLC | 1,585 | $769.0K | 0.23% | +32+2.1% | Added |
| Nations Financial Group Inc, | 1,588 | $770.0K | 0.12% | +56+3.7% | Added |
| Ashton Thomas Private Wealth, LLC | 1,598 | $774.9K | 0.11% | +785+96.6% | Added |
| IMS Capital Management | 1,630 | $790.0K | 0.46% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,629 | $790.0K | 0.21% | +192+13.4% | Added |
| Wade G W & Inc | 1,637 | $794.0K | 0.04% | +106+6.9% | Added |
| Fortis Capital Management LLC | 1,638 | $794.0K | 0.46% | +327+24.9% | Added |
| Notis-McConarty Edward | 1,650 | $800.0K | 0.29% | 00.0% | Unchanged |
| Teza Capital Management LLC | 1,663 | $806.0K | 0.39% | +1,663 | New |
| Essex Financial Services, Inc. | 1,663 | $807.0K | 0.09% | +92+5.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,666 | $808.0K | 0.18% | +19+1.2% | Added |
| Reynders McVeigh Capital Management, LLC | 1,676 | $813.0K | 0.05% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 1,680 | $815.0K | 0.06% | +38+2.3% | Added |
| Providence Wealth Advisors, LLC | 1,702 | $821.0K | 0.57% | +50+3.0% | Added |
| QVR LLC | 1,701 | $825.0K | 1.69% | +1,701 | New |
| Claro Advisors LLC | 1,716 | $832.0K | 0.35% | +24+1.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,720 | $834.0K | 0.01% | −2,382−58.1% | Reduced |
| Valeo Financial Advisors, LLC | 1,727 | $838.0K | 0.05% | +584+51.1% | Added |
| Putnam Investments LLC | 1,742 | $845.0K | 0.00% | +23+1.3% | Added |
| Davis R M Inc | 1,754 | $851.0K | 0.02% | −36−2.0% | Reduced |
| HBW Advisory Services LLC | 1,755 | $851.0K | 0.22% | +112+6.8% | Added |
| Geller Advisors LLC | 1,764 | $855.0K | 0.19% | +537+43.8% | Added |
| Vantage Financial Partners Ltd., Inc. | 1,765 | $856.0K | 0.46% | +50+2.9% | Added |
| Quest Capital Management Inc | 1,778 | $862.0K | 0.17% | +20+1.1% | Added |
| Knights of Columbus Asset Advisors LLC | 1,811 | $878.0K | 0.08% | −13,756−88.4% | Reduced |
| Key Financial Inc | 1,813 | $879.0K | 0.50% | +7+0.4% | Added |
| Cascadia Advisory Services, LLC | 1,830 | $888.0K | 0.18% | −133−6.8% | Reduced |
| O'Shares Investment Advisers, LLC | 1,852 | $898.0K | 0.07% | −27−1.4% | Reduced |
| Beaumont Financial Partners, LLC | 1,854 | $899.0K | 0.07% | +47+2.6% | Added |
| Seascape Capital Management | 1,858 | $901.0K | 0.46% | +375+25.3% | Added |
| Orion Portfolio Solutions, LLC | 1,863 | $904.0K | 0.03% | +387+26.2% | Added |
| Cutter & CO Brokerage, Inc. | 1,867 | $906.0K | 0.22% | +195+11.7% | Added |
| E&G Advisors, LP | 1,870 | $907.0K | 0.25% | +1,870 | Added |
| Windsor Capital Management, LLC | 1,875 | $909.0K | 0.29% | −101−5.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,880 | $912.0K | 0.12% | +675+56.0% | Added |
| CRA Financial Services, LLC | 1,892 | $917.0K | 0.31% | +4+0.2% | Added |
| Ontario Teachers Pension Plan Board | 1,894 | $918.0K | 0.00% | +480+33.9% | Added |
| Foresight Wealth Management, LLC | 1,896 | $919.0K | 0.41% | −57−2.9% | Reduced |
| West Branch Capital LLC | 1,895 | $919.0K | 0.44% | +28+1.5% | Added |
| CSU Producer Resources, Inc. | 1,900 | $921.0K | 3.73% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,910 | $926.2K | 0.54% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 1,914 | $928.0K | 0.46% | +1,914 | New |
| Cullinan Associates Inc | 1,920 | $931.0K | 0.05% | +1,220+174.3% | Added |
| Twin Tree Management, LP | 1,919 | $931.0K | 0.03% | +1,919 | New |
| Harbor Financial Services, LLC | 1,939 | $940.0K | 0.41% | +95+5.2% | Added |
| Midwest Professional Planners, LTD. | 1,947 | $944.0K | 0.50% | +5+0.3% | Added |
| Edgestream Partners, L.P. | 1,951 | $946.0K | 0.06% | −2,783−58.8% | Reduced |
| SlateStone Wealth, LLC | 1,953 | $947.0K | 0.22% | +168+9.4% | Added |
| Leelyn Smith, LLC | 1,960 | $951.0K | 0.28% | −120−5.8% | Reduced |
| NuWave Investment Management, LLC | 1,961 | $951.0K | 1.09% | +1,582+417.4% | Added |
| Laidlaw Wealth Management LLC | 1,988 | $964.0K | 0.25% | −174−8.0% | Reduced |
| Lake Street Financial LLC | 1,990 | $965.0K | 0.24% | −54−2.6% | Reduced |
| Cypress Asset Management Inc | 1,992 | $966.0K | 0.25% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 2,000 | $970.0K | 0.45% | 00.0% | Unchanged |
| Equitable Trust Co | 2,006 | $973.0K | 0.06% | +76+3.9% | Added |
| Hudson Capital Management LLC | 2,006 | $973.0K | 0.39% | +2,006 | New |
| Homrich & Berg | 2,009 | $974.0K | 0.02% | −73−3.5% | Reduced |
| Sanders Morris Harris LLC | 1,964 | $976.0K | 0.18% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 2,021 | $980.0K | 0.07% | −1,025−33.7% | Reduced |
| Rehmann Capital Advisory Group | 2,031 | $987.9K | 0.09% | +87+4.5% | Added |
| Oxbow Advisors, LLC | 2,041 | $990.0K | 0.10% | +251+14.0% | Added |
| BBVA USA | 2,045 | $991.0K | 0.06% | −21−1.0% | Reduced |
| Unigestion Holding SA | 2,072 | $1.01M | 0.04% | −2,024−49.4% | Reduced |
| Archford Capital Strategies, LLC | 2,097 | $1.02M | 0.24% | +97+4.9% | Added |
| Allred Capital Management, LLC | 2,103 | $1.02M | 0.53% | −86−3.9% | Reduced |
| Concentric Wealth Management, LLC | 2,103 | $1.02M | 0.31% | +2,103 | New |
| YorkBridge Wealth Partners, LLC | 2,107 | $1.02M | 0.26% | +192+10.0% | Added |
| StoneX Group Inc. | 2,135 | $1.03M | 0.15% | −131−5.8% | Reduced |
| FIL Ltd | 2,136 | $1.04M | 0.00% | +2,136 | New |
| King Wealth | 2,143 | $1.04M | 0.21% | +10.0% | Added |
| Charles Schwab Trust Co | 2,143 | $1.04M | 0.20% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,159 | $1.05M | 0.17% | +112+5.5% | Added |
| Allen Investment Management LLC | 2,160 | $1.05M | 0.01% | +193+9.8% | Added |
| Americana Partners, LLC | 2,164 | $1.05M | 0.25% | +486+29.0% | Added |
| 44 Wealth Management LLC | 2,165 | $1.05M | 0.40% | −111−4.9% | Reduced |
| Caldwell Trust Co | 2,169 | $1.05M | 0.13% | +16+0.7% | Added |
| FinTrust Capital Advisors, LLC | 2,169 | $1.05M | 0.28% | +43+2.0% | Added |
| HMS Capital Management, LLC | 2,174 | $1.05M | 0.50% | −321−12.9% | Reduced |
| Doliver Advisors, LP | 2,175 | $1.05M | 0.35% | +444+25.6% | Added |
| Orca Investment Management, LLC | 2,180 | $1.06M | 0.93% | −151−6.5% | Reduced |
| People's United Financial, Inc. | 2,181 | $1.06M | 0.02% | +26+1.2% | Added |
| Hunter Associates Investment Management LLC | 2,200 | $1.07M | 0.34% | +900+69.2% | Added |
| Probity Advisors, Inc. | 2,211 | $1.07M | 0.22% | −64−2.8% | Reduced |
| Harbor Investment Advisory, LLC | 2,211 | $1.07M | 0.15% | +147+7.1% | Added |
| Engine No. 1 LLC | 2,211 | $1.07M | 0.28% | +917+70.9% | Added |