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 |
|---|---|---|---|---|---|
| WealthShield Partners, LLC | 2,590 | $1.26M | 0.34% | +331+14.7% | Added |
| Kore Private Wealth LLC | 2,581 | $1.25M | 0.13% | +178+7.4% | Added |
| Patten Group, Inc. | 2,580 | $1.25M | 0.37% | +291+12.7% | Added |
| Newman Dignan & Sheerar, Inc. | 2,579 | $1.25M | 0.42% | +593+29.9% | Added |
| Optimum Investment Advisors | 2,573 | $1.25M | 0.53% | −2,665−50.9% | Reduced |
| Moseley Investment Management Inc | 2,560 | $1.25M | 0.62% | +103+4.2% | 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 |
| Perennial Investment Advisors, LLC | 2,548 | $1.24M | 0.44% | +52+2.1% | Added |
| Knuff & Co LLC | 2,538 | $1.23M | 0.46% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 2,535 | $1.23M | 0.09% | +144+6.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,519 | $1.22M | 0.01% | +412+19.6% | Added |
| Archer Investment Corp | 2,518 | $1.22M | 0.46% | +178+7.6% | Added |
| HBK Sorce Advisory LLC | 2,507 | $1.22M | 0.07% | +27+1.1% | Added |
| Tru Independence Asset Management 2, LLC | 2,495 | $1.21M | 0.86% | −489−16.4% | Reduced |
| Busey Wealth Management | 2,489 | $1.21M | 0.05% | −292−10.5% | Reduced |
| 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 |
| TD Ameritrade Investment Management, LLC | 3,301 | $1.20M | 0.01% | +329+11.1% | Added |
| Mirabella Financial Services LLP | 2,471 | $1.20M | 0.16% | +2,471 | New |
| Institute for Wealth Management, LLC. | 2,459 | $1.19M | 0.21% | −13−0.5% | Reduced |
| 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 |
| Greenwood Capital Associates LLC | 2,453 | $1.19M | 0.18% | +349+16.6% | Added |
| Perpetual Investment Management Ltd | 2,450 | $1.19M | 0.15% | 00.0% | Unchanged |
| Payden & Rygel | 2,450 | $1.19M | 0.06% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 2,446 | $1.19M | 0.65% | −453−15.6% | Reduced |
| 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 |
| West Paces Advisors Inc. | 2,430 | $1.18M | 0.41% | +75+3.2% | Added |
| Old Port Advisors | 2,401 | $1.17M | 0.43% | +280+13.2% | Added |
| Brandywine Oak Private Wealth LLC | 2,412 | $1.17M | 0.14% | −128−5.0% | Reduced |
| 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 |
| XR Securities LLC | 2,389 | $1.16M | 1.06% | +1,219+104.2% | Added |
| Financial Perspectives, Inc | 2,380 | $1.15M | 0.58% | +52+2.2% | Added |
| AlphaCrest Capital Management LLC | 2,378 | $1.15M | 0.06% | −8,002−77.1% | Reduced |
| Eudaimonia Partners, LLC | 2,344 | $1.14M | 0.21% | +2+0.1% | Added |
| Journey Advisory Group, LLC | 2,333 | $1.13M | 0.37% | +712+43.9% | Added |
| Lebenthal Global Advisors, LLC | 2,321 | $1.13M | 0.71% | +645+38.5% | Added |
| Redmond Asset Management, LLC | 2,309 | $1.12M | 0.35% | +72+3.2% | Added |
| Cim Investment Mangement Inc | 2,297 | $1.11M | 0.35% | −12−0.5% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 2,294 | $1.11M | 0.19% | −98−4.1% | Reduced |
| Mayflower Financial Advisors, LLC | 2,169 | $1.11M | 0.15% | +6+0.3% | Added |
| Evercore Wealth Management, LLC | 2,277 | $1.10M | 0.02% | −112−4.7% | Reduced |
| Wealthcare Advisory Partners LLC | 2,263 | $1.10M | 0.07% | +305+15.6% | Added |
| Garner Asset Management Corp | 2,257 | $1.09M | 0.51% | −9−0.4% | Reduced |
| Laurel Wealth Advisors, Inc. | 2,245 | $1.09M | 0.20% | −107−4.5% | Reduced |
| Csenge Advisory Group | 2,233 | $1.09M | 0.09% | +264+13.4% | Added |
| Essex Savings Bank | 2,187 | $1.09M | 0.40% | +74+3.5% | Added |
| Warther Private Wealth, LLC | 2,227 | $1.08M | 0.97% | +145+7.0% | Added |
| Moneta Group Investment Advisors LLC | 2,233 | $1.08M | 0.05% | +117+5.5% | Added |
| Clearstead Advisors, LLC | 2,228 | $1.08M | 0.08% | +425+23.6% | Added |
| Wellington Shields Capital Management, LLC | 2,219 | $1.08M | 0.15% | +101+4.8% | 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 |
| Hunter Associates Investment Management LLC | 2,200 | $1.07M | 0.34% | +900+69.2% | Added |
| People's United Financial, Inc. | 2,181 | $1.06M | 0.02% | +26+1.2% | Added |
| Orca Investment Management, LLC | 2,180 | $1.06M | 0.93% | −151−6.5% | Reduced |
| Doliver Advisors, LP | 2,175 | $1.05M | 0.35% | +444+25.6% | Added |
| HMS Capital Management, LLC | 2,174 | $1.05M | 0.50% | −321−12.9% | Reduced |
| FinTrust Capital Advisors, LLC | 2,169 | $1.05M | 0.28% | +43+2.0% | Added |
| Caldwell Trust Co | 2,169 | $1.05M | 0.13% | +16+0.7% | Added |
| 44 Wealth Management LLC | 2,165 | $1.05M | 0.40% | −111−4.9% | Reduced |
| Americana Partners, LLC | 2,164 | $1.05M | 0.25% | +486+29.0% | Added |
| 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 |
| King Wealth | 2,143 | $1.04M | 0.21% | +10.0% | Added |
| Charles Schwab Trust Co | 2,143 | $1.04M | 0.20% | 00.0% | Unchanged |
| FIL Ltd | 2,136 | $1.04M | 0.00% | +2,136 | New |
| StoneX Group Inc. | 2,135 | $1.03M | 0.15% | −131−5.8% | Reduced |
| YorkBridge Wealth Partners, LLC | 2,107 | $1.02M | 0.26% | +192+10.0% | 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 |
| Archford Capital Strategies, LLC | 2,097 | $1.02M | 0.24% | +97+4.9% | Added |
| Unigestion Holding SA | 2,072 | $1.01M | 0.04% | −2,024−49.4% | Reduced |
| BBVA USA | 2,045 | $991.0K | 0.06% | −21−1.0% | Reduced |
| Oxbow Advisors, LLC | 2,041 | $990.0K | 0.10% | +251+14.0% | Added |
| Rehmann Capital Advisory Group | 2,031 | $987.9K | 0.09% | +87+4.5% | Added |
| J.W. Cole Advisors, Inc. | 2,021 | $980.0K | 0.07% | −1,025−33.7% | Reduced |
| Sanders Morris Harris LLC | 1,964 | $976.0K | 0.18% | 00.0% | Unchanged |
| Homrich & Berg | 2,009 | $974.0K | 0.02% | −73−3.5% | Reduced |
| 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 |
| Cito Capital Group, LLC | 2,000 | $970.0K | 0.45% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 1,992 | $966.0K | 0.25% | 00.0% | Unchanged |
| Lake Street Financial LLC | 1,990 | $965.0K | 0.24% | −54−2.6% | Reduced |
| Laidlaw Wealth Management LLC | 1,988 | $964.0K | 0.25% | −174−8.0% | Reduced |
| 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 |
| SlateStone Wealth, LLC | 1,953 | $947.0K | 0.22% | +168+9.4% | Added |
| Edgestream Partners, L.P. | 1,951 | $946.0K | 0.06% | −2,783−58.8% | Reduced |
| Midwest Professional Planners, LTD. | 1,947 | $944.0K | 0.50% | +5+0.3% | Added |
| Harbor Financial Services, LLC | 1,939 | $940.0K | 0.41% | +95+5.2% | Added |
| 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 |
| Genesee Capital Advisors, LLC | 1,914 | $928.0K | 0.46% | +1,914 | New |
| Wealth Management Associates, Inc. | 1,910 | $926.2K | 0.54% | 00.0% | Unchanged |