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 |
|---|---|---|---|---|---|
| Purus Wealth Management, LLC | 3,427 | $1.66M | 1.15% | +98+2.9% | Added |
| Phoenix Holdings Ltd. | 3,418 | $1.66M | 0.03% | +3,418 | New |
| Personal Capital Advisors Corp | 3,417 | $1.66M | 0.01% | −241−6.6% | Reduced |
| Fort, L.P. | 3,388 | $1.64M | 0.55% | +78+2.4% | Added |
| Fisher Asset Management, LLC | 3,386 | $1.64M | 0.00% | +382+12.7% | Added |
| First Commonwealth Financial Corp | 3,380 | $1.64M | 0.59% | −174−4.9% | Reduced |
| Cypress Capital, LLC | 3,368 | $1.63M | 0.21% | −755−18.3% | Reduced |
| TownSquare Capital, LLC | 3,360 | $1.63M | 0.05% | +469+16.2% | Added |
| DeDora Capital, Inc. | 3,345 | $1.62M | 0.71% | −100−2.9% | Reduced |
| Lavaca Capital LLC | 3,337 | $1.62M | 0.81% | +10.0% | Added |
| Alpha Omega Wealth Management LLC | 3,328 | $1.61M | 0.26% | +3+0.1% | Added |
| Integrated Wealth Concepts LLC | 3,326 | $1.61M | 0.05% | +925+38.5% | Added |
| Symmetry Partners, LLC | 3,311 | $1.61M | 0.11% | −52−1.5% | Reduced |
| TruWealth Advisors, LLC | 3,314 | $1.61M | 0.18% | +172+5.5% | Added |
| Perigon Wealth Management, LLC | 3,308 | $1.60M | 0.14% | +147+4.7% | Added |
| Windsor Creek Advisors, LLC | 3,300 | $1.60M | 0.72% | −580−14.9% | Reduced |
| Legacy Private Trust Co. | 3,288 | $1.59M | 0.13% | 00.0% | Unchanged |
| Centiva Capital, LP | 3,273 | $1.59M | 0.13% | +504+18.2% | Added |
| Wealth Alliance | 3,258 | $1.58M | 0.35% | +398+13.9% | Added |
| Hudson Canyon Capital Management | 3,238 | $1.57M | 1.21% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 3,220 | $1.56M | 1.07% | +25+0.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,210 | $1.56M | 0.00% | +3,000+1,428.6% | Added |
| Heritage Wealth Management, LLC | 3,209 | $1.56M | 0.55% | +449+16.3% | Added |
| First Business Financial Services, Inc. | 3,199 | $1.55M | 0.18% | +61+1.9% | Added |
| Welch & Forbes LLC | 3,195 | $1.55M | 0.03% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 3,190 | $1.55M | 0.31% | +182+6.1% | Added |
| Sonora Investment Management, LLC | 3,156 | $1.53M | 0.19% | +374+13.4% | Added |
| Optas, LLC | 3,152 | $1.53M | 0.44% | −92−2.8% | Reduced |
| Aurora Private Wealth, Inc. | 3,153 | $1.53M | 0.62% | +140+4.6% | Added |
| IHT Wealth Management, LLC | 3,143 | $1.52M | 0.12% | −733−18.9% | Reduced |
| 9258 Wealth Management, LLC | 3,127 | $1.52M | 0.40% | +35+1.1% | Added |
| Buckley Wealth Management, LLC | 3,120 | $1.51M | 0.49% | +284+10.0% | Added |
| Peoples Financial Services Corp. | 3,102 | $1.50M | 0.64% | +20+0.6% | Added |
| SFE Investment Counsel | 3,102 | $1.50M | 0.42% | +620+25.0% | Added |
| Community Capital Management, Inc. | 3,100 | $1.50M | 1.56% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 3,090 | $1.50M | 0.28% | +1,818+142.9% | Added |
| Checchi Capital Advisers, LLC | 3,082 | $1.50M | 0.18% | +64+2.1% | Added |
| LCNB Corp | 3,066 | $1.49M | 0.75% | −10−0.3% | Reduced |
| KMG Fiduciary Partners, LLC | 3,066 | $1.49M | 0.25% | +2,318+309.9% | Added |
| Castle Rock Wealth Management, LLC | 2,652 | $1.48M | 0.51% | +195+7.9% | Added |
| Parallel Advisors, LLC | 3,053 | $1.48M | 0.06% | +371+13.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,044 | $1.48M | 1.07% | −255−7.7% | Reduced |
| Leisure Capital Management | 3,032 | $1.47M | 0.79% | +44+1.5% | Added |
| Darwin Advisors, LLC | 3,029 | $1.47M | 0.23% | +3,029 | New |
| Lumina Fund Management LLC | 3,000 | $1.46M | 0.68% | 00.0% | Unchanged |
| Golden State Equity Partners | 3,000 | $1.46M | 0.60% | +98+3.4% | Added |
| Gyroscope Capital Management Group, LLC | 3,000 | $1.46M | 0.55% | +3,000 | New |
| Copperwynd Financial, LLC | 2,993 | $1.45M | 0.60% | +9+0.3% | Added |
| Bank Pictet & Cie (Asia) Ltd | 2,980 | $1.45M | 0.40% | +16+0.5% | Added |
| Exane Derivatives | 2,974 | $1.44M | 0.36% | +313+11.8% | Added |
| Baker Tilly Wealth Management, LLC | 2,965 | $1.44M | 0.19% | +471+18.9% | Added |
| Longfellow Investment Management Co LLC | 2,951 | $1.43M | 0.23% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 2,942 | $1.43M | 0.09% | +672+29.6% | Added |
| Glen Eagle Advisors, LLC | 2,942 | $1.43M | 0.41% | +467+18.9% | Added |
| Park Avenue Securities LLC | 2,936 | $1.42M | 0.03% | +242+9.0% | Added |
| Quadrant Private Wealth Management, LLC | 2,913 | $1.41M | 0.58% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 2,890 | $1.40M | 0.02% | −162−5.3% | Reduced |
| Gladstone Institutional Advisory LLC | 2,888 | $1.40M | 0.14% | +2,145+288.7% | Added |
| Carret Asset Management, LLC | 2,864 | $1.39M | 0.17% | +95+3.4% | Added |
| Two Sigma Securities, LLC | 2,851 | $1.38M | 0.29% | +2,851 | New |
| United Capital Management of KS, Inc. | 2,837 | $1.38M | 0.56% | +221+8.4% | Added |
| Castellan Group, LLC | 2,830 | $1.37M | 0.71% | −870−23.5% | Reduced |
| Founders Financial Alliance, LLC | 2,825 | $1.37M | 0.64% | −1,002−26.2% | Reduced |
| Syntal Capital Partners, LLC | 2,821 | $1.37M | 0.47% | +87+3.2% | Added |
| DFPG Investments, LLC | 2,734 | $1.36M | 0.51% | −85−3.0% | Reduced |
| CPWM, LLC | 2,786 | $1.35M | 0.12% | −21−0.7% | Reduced |
| Pitcairn Co | 2,785 | $1.35M | 0.09% | −18−0.6% | Reduced |
| 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 |
| Davidson Capital Management Inc. | 2,770 | $1.34M | 0.68% | +78+2.9% | Added |
| Signet Financial Management, LLC | 2,760 | $1.34M | 0.23% | −57−2.0% | Reduced |
| 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 |
| Strategic Wealth Partners Group LLC | 2,737 | $1.33M | 0.25% | +2,737 | New |
| AIA Group Ltd | 2,732 | $1.32M | 0.07% | −437−13.8% | Reduced |
| Holderness Investments Co | 2,730 | $1.32M | 0.44% | +220+8.8% | Added |
| 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 |
| TriaGen Wealth Management LLC | 2,713 | $1.32M | 0.72% | 00.0% | Unchanged |
| Waycross Partners, LLC | 2,700 | $1.31M | 0.82% | 00.0% | Unchanged |
| 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 |
| Zions Bancorporation, N.A. | 2,675 | $1.30M | 0.13% | +147+5.8% | Added |
| EFG Asset Management (Americas) Corp. | 2,673 | $1.30M | 0.23% | +81+3.1% | Added |
| 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 |
| Flagship Harbor Advisors, LLC | 2,707 | $1.29M | 0.14% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 2,660 | $1.29M | 0.16% | −3−0.1% | Reduced |
| Pacific Global Investment Management CO | 2,644 | $1.28M | 0.26% | +25+1.0% | Added |
| Brookstone Capital Management | 2,632 | $1.28M | 0.02% | −51−1.9% | Reduced |
| 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 |
| Legacy Wealth Asset Management, LLC | 2,618 | $1.27M | 0.58% | +3+0.1% | Added |
| Dorsey & Whitney Trust CO LLC | 2,617 | $1.27M | 0.12% | −20−0.8% | Reduced |
| Ritholtz Wealth Management | 2,615 | $1.27M | 0.09% | +328+14.3% | Added |
| GAM Holding AG | 2,611 | $1.27M | 0.06% | +2+0.1% | Added |
| 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 |
| Patten & Patten Inc | 2,603 | $1.26M | 0.10% | −22−0.8% | Reduced |