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; 4,855 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 | 4,855 | $1.40T |
| Q1 2026 | 4,706 | $1.12T |
| Q4 2025 | 4,729 | $1.27T |
| Q3 2025 | 4,295 | $1.17T |
| Q2 2025 | 4,090 | $996.4B |
| Q1 2025 | 3,825 | $597.5B |
| Q4 2024 | 3,918 | $828.2B |
| Q3 2024 | 3,417 | $605.9B |
| Q2 2024 | 3,279 | $561.2B |
| Q1 2024 | 3,070 | $469.0B |
| Q4 2023 | 2,878 | $398.6B |
| Q3 2023 | 2,465 | $277.0B |
| Q2 2023 | 2,393 | $287.4B |
| Q1 2023 | 2,208 | $214.8B |
| Q4 2022 | 2,145 | $189.1B |
| Q3 2022 | 2,012 | $148.9B |
| Q2 2022 | 2,001 | $158.2B |
| Q1 2022 | 2,057 | $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 |
|---|---|---|---|---|---|
| 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 |
| Boothbay Fund Management, LLC | 724 | $351.0K | 0.01% | +724 | New |
| Syquant Capital SAS | 720 | $349.0K | 0.21% | −40−5.3% | Reduced |
| Fiduciary Group LLC | 654 | $349.0K | 0.04% | +17+2.7% | Added |
| LexAurum Advisors, LLC | 717 | $348.0K | 0.10% | +20+2.9% | Added |
| Chicago Partners Investment Group LLC | 624 | $347.0K | 0.02% | +26+4.3% | Added |
| CWM Advisors, LLC | 713 | $346.0K | 0.04% | −241−25.3% | Reduced |
| Chase Investment Counsel Corp | 710 | $344.0K | 0.15% | 00.0% | Unchanged |
| 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 |
| Center for Financial Planning, Inc. | 700 | $339.0K | 0.08% | +5+0.7% | Added |
| Foster & Motley Inc | 696 | $338.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| 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 |
| Kercheville Advisors, LLC | 685 | $332.0K | 0.16% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| LCM Capital Management Inc | 672 | $326.0K | 0.28% | −2−0.3% | Reduced |
| 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 |
| 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 |
| Cadence Bank NA | 663 | $321.0K | 0.10% | +48+7.8% | Added |
| Schneider Downs Wealth Management Advisors, LP | 658 | $319.0K | 0.08% | −1−0.2% | 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 |
| Intercontinental Wealth Advisors, LLC | 652 | $316.0K | 0.07% | −6−0.9% | Reduced |
| Capital Bank & Trust Co | 641 | $311.0K | 10.51% | −480,109−99.9% | Reduced |
| Smith, Moore & Co. | 639 | $310.0K | 0.05% | +34+5.6% | Added |
| Paces Ferry Wealth Advisors, LLC | 637 | $309.0K | 0.25% | −6−0.9% | Reduced |
| Brown Miller Wealth Management, LLC | 636 | $308.0K | 0.19% | +21+3.4% | Added |
| Charter Trust Co | 629 | $305.0K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 630 | $305.0K | 0.03% | +40+6.8% | Added |
| Guidance Point Advisors, LLC | 626 | $303.0K | 0.11% | +2+0.3% | Added |
| Gryphon Financial Partners LLC | 618 | $300.0K | 0.07% | +11+1.8% | Added |
| 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 |
| Zhang Financial LLC | 611 | $297.0K | 0.07% | +611 | New |
| Woodward Diversified Capital, LLC | 606 | $294.0K | 0.18% | +27+4.7% | Added |
| J. L. Bainbridge & Co., Inc. | 606 | $294.0K | 0.04% | +100+19.8% | Added |
| TAP Consulting, LLC | 605 | $293.0K | 0.08% | +1+0.2% | Added |
| Noesis Capital Mangement Corp | 605 | $293.0K | 0.06% | 00.0% | Unchanged |
| CX Institutional | 604 | $293.0K | 0.02% | +22+3.8% | Added |
| PDS Planning, Inc | 605 | $293.0K | 0.07% | +76+14.4% | Added |
| Assetmark, Inc | 605 | $293.0K | 0.00% | +137+29.3% | Added |
| Dana Investment Advisors, Inc. | 595 | $289.0K | 0.01% | +44+8.0% | Added |
| Biltmore Capital Advisors LLC | 595 | $288.0K | 0.05% | −75−11.2% | Reduced |
| One + One Wealth Management, LLC | 594 | $288.0K | 0.21% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 585 | $284.0K | 0.21% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 586 | $284.0K | 0.05% | +26+4.6% | Added |
| Douglass Winthrop Advisors, LLC | 577 | $280.0K | 0.01% | −200−25.7% | Reduced |
| Source Financial Advisors LLC | 578 | $280.0K | 0.07% | −50−8.0% | Reduced |
| Lindbrook Capital, LLC | 575 | $279.0K | 0.07% | +167+40.9% | Added |
| DT Investment Partners, LLC | 576 | $279.0K | 0.04% | +576 | New |
| Centric Wealth Management | 573 | $278.0K | 0.10% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 569 | $276.0K | 0.02% | +569 | New |
| Summit Financial, LLC | 568 | $275.4K | 0.02% | +568 | New |
| Silvant Capital Management LLC | 567 | $275.0K | 0.05% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 565 | $274.0K | 0.21% | 00.0% | Unchanged |
| Webster Bank, N. A. | 565 | $274.0K | 0.03% | +4+0.7% | Added |
| Strategic Blueprint, LLC | 566 | $274.0K | 0.04% | +288+103.6% | Added |
| Green Harvest Asset Management LLC | 562 | $273.0K | 0.04% | +75+15.4% | Added |
| Hayden Royal, LLC | 561 | $272.0K | 0.44% | −420−42.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 561 | $272.0K | 0.07% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 561 | $272.0K | 0.13% | 00.0% | Unchanged |
| Washington Trust Bank | 555 | $269.0K | 0.03% | −99−15.1% | Reduced |
| Laird Norton Trust Company, LLC | 553 | $268.0K | 0.03% | +69+14.3% | Added |
| TCTC Holdings, LLC | 554 | $268.0K | 0.01% | +221+66.4% | Added |
| Five Oceans Advisors | 552 | $268.0K | 0.31% | +552 | New |
| Capital Planning Advisors, LLC | 551 | $267.0K | 0.06% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 550 | $267.0K | 0.04% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 550 | $267.0K | 0.02% | 00.0% | Unchanged |
| Keel Point, LLC | 550 | $267.0K | 0.04% | +36+7.0% | Added |
| Bank Ozk | 549 | $266.0K | 0.12% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 548 | $266.0K | 0.50% | +5+0.9% | Added |
| Keystone Financial Group | 548 | $266.0K | 0.05% | +7+1.3% | Added |
| Voya Financial Advisors, Inc. | 542 | $265.0K | 0.03% | +8+1.5% | Added |
| Berkeley Capital Partners, LLC | 540 | $262.0K | 0.12% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 537 | $260.0K | 0.10% | −13−2.4% | Reduced |
| Granger Management LLC | 536 | $260.0K | 0.05% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 534 | $259.0K | 0.38% | +534 | New |
| Virtue Capital Management, LLC | 531 | $257.0K | 0.05% | −15−2.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 530 | $257.0K | 0.11% | 00.0% | Unchanged |