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 |
|---|---|---|---|---|---|
| Wellington Shields Capital Management, LLC | 2,219 | $1.08M | 0.15% | +101+4.8% | Added |
| Clearstead Advisors, LLC | 2,228 | $1.08M | 0.08% | +425+23.6% | Added |
| Moneta Group Investment Advisors LLC | 2,233 | $1.08M | 0.05% | +117+5.5% | Added |
| Warther Private Wealth, LLC | 2,227 | $1.08M | 0.97% | +145+7.0% | Added |
| Essex Savings Bank | 2,187 | $1.09M | 0.40% | +74+3.5% | Added |
| Csenge Advisory Group | 2,233 | $1.09M | 0.09% | +264+13.4% | Added |
| Laurel Wealth Advisors, Inc. | 2,245 | $1.09M | 0.20% | −107−4.5% | Reduced |
| Garner Asset Management Corp | 2,257 | $1.09M | 0.51% | −9−0.4% | Reduced |
| Wealthcare Advisory Partners LLC | 2,263 | $1.10M | 0.07% | +305+15.6% | Added |
| Evercore Wealth Management, LLC | 2,277 | $1.10M | 0.02% | −112−4.7% | Reduced |
| Mayflower Financial Advisors, LLC | 2,169 | $1.11M | 0.15% | +6+0.3% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 2,294 | $1.11M | 0.19% | −98−4.1% | Reduced |
| Cim Investment Mangement Inc | 2,297 | $1.11M | 0.35% | −12−0.5% | Reduced |
| Redmond Asset Management, LLC | 2,309 | $1.12M | 0.35% | +72+3.2% | Added |
| Lebenthal Global Advisors, LLC | 2,321 | $1.13M | 0.71% | +645+38.5% | Added |
| Journey Advisory Group, LLC | 2,333 | $1.13M | 0.37% | +712+43.9% | Added |
| Eudaimonia Partners, LLC | 2,344 | $1.14M | 0.21% | +2+0.1% | Added |
| AlphaCrest Capital Management LLC | 2,378 | $1.15M | 0.06% | −8,002−77.1% | Reduced |
| Financial Perspectives, Inc | 2,380 | $1.15M | 0.58% | +52+2.2% | Added |
| XR Securities LLC | 2,389 | $1.16M | 1.06% | +1,219+104.2% | Added |
| Salem Capital Management Inc | 2,395 | $1.16M | 0.64% | +140+6.2% | Added |
| TrinityPoint Wealth, LLC | 2,394 | $1.16M | 0.22% | +327+15.8% | Added |
| Brandywine Oak Private Wealth LLC | 2,412 | $1.17M | 0.14% | −128−5.0% | Reduced |
| Old Port Advisors | 2,401 | $1.17M | 0.43% | +280+13.2% | Added |
| West Paces Advisors Inc. | 2,430 | $1.18M | 0.41% | +75+3.2% | Added |
| NEXT Financial Group, Inc | 2,434 | $1.18M | 0.09% | −255−9.5% | Reduced |
| Trust Investment Advisors | 2,433 | $1.18M | 1.06% | +10+0.4% | Added |
| Andesa Financial Management Inc. | 2,446 | $1.19M | 0.65% | −453−15.6% | Reduced |
| Perpetual Investment Management Ltd | 2,450 | $1.19M | 0.15% | 00.0% | Unchanged |
| Payden & Rygel | 2,450 | $1.19M | 0.06% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 2,453 | $1.19M | 0.18% | +349+16.6% | Added |
| RMB Capital Management, LLC | 2,457 | $1.19M | 0.04% | 00.0% | Unchanged |
| Legacy Capital Partners, Inc. | 2,455 | $1.19M | 0.43% | +68+2.8% | Added |
| Shepherd Financial Partners LLC | 2,464 | $1.19M | 0.23% | +2,464 | New |
| Institute for Wealth Management, LLC. | 2,459 | $1.19M | 0.21% | −13−0.5% | Reduced |
| Mirabella Financial Services LLP | 2,471 | $1.20M | 0.16% | +2,471 | New |
| TD Ameritrade Investment Management, LLC | 3,301 | $1.20M | 0.01% | +329+11.1% | Added |
| Seeyond | 2,488 | $1.21M | 0.12% | −1,670−40.2% | Reduced |
| Boit C F David | 2,475 | $1.21M | 0.83% | 00.0% | Unchanged |
| Busey Wealth Management | 2,489 | $1.21M | 0.05% | −292−10.5% | Reduced |
| Tru Independence Asset Management 2, LLC | 2,495 | $1.21M | 0.86% | −489−16.4% | Reduced |
| HBK Sorce Advisory LLC | 2,507 | $1.22M | 0.07% | +27+1.1% | Added |
| Archer Investment Corp | 2,518 | $1.22M | 0.46% | +178+7.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,519 | $1.22M | 0.01% | +412+19.6% | Added |
| Avidian Wealth Solutions, LLC | 2,535 | $1.23M | 0.09% | +144+6.0% | Added |
| Knuff & Co LLC | 2,538 | $1.23M | 0.46% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 2,548 | $1.24M | 0.44% | +52+2.1% | Added |
| Amica Retiree Medical Trust | 2,560 | $1.24M | 1.12% | −773−23.2% | Reduced |
| RB Capital Management, LLC | 2,560 | $1.24M | 0.47% | +35+1.4% | Added |
| Moseley Investment Management Inc | 2,560 | $1.25M | 0.62% | +103+4.2% | Added |
| Optimum Investment Advisors | 2,573 | $1.25M | 0.53% | −2,665−50.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 2,579 | $1.25M | 0.42% | +593+29.9% | Added |
| Patten Group, Inc. | 2,580 | $1.25M | 0.37% | +291+12.7% | Added |
| Kore Private Wealth LLC | 2,581 | $1.25M | 0.13% | +178+7.4% | Added |
| WealthShield Partners, LLC | 2,590 | $1.26M | 0.34% | +331+14.7% | Added |
| Patten & Patten Inc | 2,603 | $1.26M | 0.10% | −22−0.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 2,609 | $1.26M | 0.29% | −356−12.0% | Reduced |
| Trustcore Financial Services, LLC | 2,608 | $1.26M | 0.12% | +284+12.2% | Added |
| GAM Holding AG | 2,611 | $1.27M | 0.06% | +2+0.1% | Added |
| Ritholtz Wealth Management | 2,615 | $1.27M | 0.09% | +328+14.3% | Added |
| Dorsey & Whitney Trust CO LLC | 2,617 | $1.27M | 0.12% | −20−0.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,618 | $1.27M | 0.58% | +3+0.1% | Added |
| BCM Advisors, LLC | 2,525 | $1.27M | 0.34% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 2,622 | $1.27M | 1.50% | +2,622 | New |
| Brookstone Capital Management | 2,632 | $1.28M | 0.02% | −51−1.9% | Reduced |
| Pacific Global Investment Management CO | 2,644 | $1.28M | 0.26% | +25+1.0% | Added |
| Analyst IMS Investment Management Services Ltd. | 2,660 | $1.29M | 0.16% | −3−0.1% | Reduced |
| Flagship Harbor Advisors, LLC | 2,707 | $1.29M | 0.14% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 2,665 | $1.29M | 0.98% | +63+2.4% | Added |
| Quadrant Capital Group LLC | 2,665 | $1.29M | 0.18% | +107+4.2% | Added |
| Guinness Atkinson Asset Management Inc | 2,665 | $1.29M | 0.60% | +1,188+80.4% | Added |
| EFG Asset Management (Americas) Corp. | 2,673 | $1.30M | 0.23% | +81+3.1% | Added |
| Zions Bancorporation, N.A. | 2,675 | $1.30M | 0.13% | +147+5.8% | Added |
| Redwood Investment Management, LLC | 2,680 | $1.30M | 0.19% | −735−21.5% | Reduced |
| Ascent Wealth Partners, LLC | 2,680 | $1.30M | 0.25% | +18+0.7% | Added |
| Waycross Partners, LLC | 2,700 | $1.31M | 0.82% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 2,713 | $1.32M | 0.72% | 00.0% | Unchanged |
| Western Financial Corporation | 2,716 | $1.32M | 0.78% | +137+5.3% | Added |
| FORA Capital, LLC | 2,715 | $1.32M | 0.33% | +2,715 | New |
| Holderness Investments Co | 2,730 | $1.32M | 0.44% | +220+8.8% | Added |
| AIA Group Ltd | 2,732 | $1.32M | 0.07% | −437−13.8% | Reduced |
| Strategic Wealth Partners Group LLC | 2,737 | $1.33M | 0.25% | +2,737 | New |
| RFG Advisory, LLC | 2,758 | $1.34M | 0.11% | −478−14.8% | Reduced |
| Alaethes Wealth LLC | 2,758 | $1.34M | 0.97% | +118+4.5% | Added |
| Signet Financial Management, LLC | 2,760 | $1.34M | 0.23% | −57−2.0% | Reduced |
| Davidson Capital Management Inc. | 2,770 | $1.34M | 0.68% | +78+2.9% | Added |
| Marcum Wealth, LLC | 2,774 | $1.34M | 0.21% | −63−2.2% | Reduced |
| Intrua Financial, LLC | 2,571 | $1.34M | 0.25% | +634+32.7% | Added |
| CPWM, LLC | 2,786 | $1.35M | 0.12% | −21−0.7% | Reduced |
| Pitcairn Co | 2,785 | $1.35M | 0.09% | −18−0.6% | Reduced |
| DFPG Investments, LLC | 2,734 | $1.36M | 0.51% | −85−3.0% | Reduced |
| Syntal Capital Partners, LLC | 2,821 | $1.37M | 0.47% | +87+3.2% | Added |
| Founders Financial Alliance, LLC | 2,825 | $1.37M | 0.64% | −1,002−26.2% | Reduced |
| Castellan Group, LLC | 2,830 | $1.37M | 0.71% | −870−23.5% | Reduced |
| United Capital Management of KS, Inc. | 2,837 | $1.38M | 0.56% | +221+8.4% | Added |
| Two Sigma Securities, LLC | 2,851 | $1.38M | 0.29% | +2,851 | New |
| Carret Asset Management, LLC | 2,864 | $1.39M | 0.17% | +95+3.4% | Added |
| Gladstone Institutional Advisory LLC | 2,888 | $1.40M | 0.14% | +2,145+288.7% | Added |
| Equitable Holdings, Inc. | 2,890 | $1.40M | 0.02% | −162−5.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 2,913 | $1.41M | 0.58% | 00.0% | Unchanged |