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 |
|---|---|---|---|---|---|
| Walled Lake Planning & Wealth Management, LLC | 267 | $129.0K | 0.08% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 11,058 | $121.0K | 1.47% | +8+0.1% | Added |
| Lipe & Dalton | 250 | $121.0K | 0.06% | +50+25.0% | Added |
| Tarbox Family Office, Inc. | 248 | $120.0K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 246 | $119.0K | 0.01% | −4−1.6% | Reduced |
| Kozak & Associates, Inc. | 206 | $117.0K | 0.07% | +206 | New |
| Neo Ivy Capital Management | 359 | $113.0K | 0.13% | +359 | New |
| Ellis Investment Partners, LLC | 230 | $111.0K | 0.03% | +2+0.9% | Added |
| Clearview Wealth Advisors LLC | 227 | $110.0K | 0.07% | +10+4.6% | Added |
| Baldrige Asset Management LLC | 215 | $104.0K | 0.04% | −4−1.8% | Reduced |
| McCarthy Asset Management, Inc. | 212 | $103.0K | 0.08% | −9,000−97.7% | Reduced |
| Capital Advisors, Ltd. LLC | 212 | $103.0K | 0.02% | +175+473.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 210 | $102.0K | 0.06% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 211 | $102.0K | 0.06% | +211 | New |
| Harding Loevner LP | 208 | $101.0K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 208 | $101.0K | 0.01% | +208 | New |
| Ellevest, Inc. | 207 | $100.0K | 0.01% | +44+27.0% | Added |
| Close Asset Management Ltd | 200 | $97.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 201 | $97.0K | 0.02% | +201 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $97.0K | 0.12% | 00.0% | Unchanged |
| WD Rutherford LLC | 195 | $95.0K | 0.05% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 192 | $93.0K | 0.02% | −7−3.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 189 | $92.0K | 0.00% | −849−81.8% | Reduced |
| Kowal Investment Group, LLC | 190 | $92.0K | 0.03% | +190 | New |
| Earnest Partners LLC | 186 | $90.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 150 | $80.0K | 0.06% | −25−14.3% | Reduced |
| Bell Investment Advisors, Inc | 161 | $78.0K | 0.02% | +161 | New |
| Sargent Bickham Lagudis LLC | 153 | $74.0K | 0.01% | +19+14.2% | Added |
| Column Capital Advisors, LLC | 151 | $73.0K | 0.02% | −8−5.0% | Reduced |
| NVWM, LLC | 150 | $73.0K | 0.03% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 149 | $72.0K | 0.05% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 145 | $70.0K | 0.02% | +70+93.3% | Added |
| Private Ocean, LLC | 138 | $67.0K | 0.01% | −40−22.5% | Reduced |
| Mizuho Securities Co. Ltd. | 137 | $66.0K | 0.02% | −61−30.8% | Reduced |
| Hexagon Capital Partners LLC | 130 | $63.0K | 0.02% | +26+25.0% | Added |
| Atlas Private Wealth Advisors | 129 | $62.0K | 0.03% | +1+0.8% | Added |
| Solstein Capital, LLC | 128 | $62.0K | 0.04% | +16+14.3% | Added |
| Newbridge Financial Services Group, Inc. | 127 | $61.0K | 0.04% | −4−3.1% | Reduced |
| Wealth Quarterback LLC | 123 | $60.0K | 0.04% | +2+1.7% | Added |
| Perkins Coie Trust Co | 121 | $59.0K | 0.02% | −22−15.4% | Reduced |
| Aspire Private Capital, LLC | 112 | $54.0K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 110 | $53.0K | 0.03% | 00.0% | Unchanged |
| Cordant, Inc. | 110 | $53.0K | 0.03% | +10+10.0% | Added |
| Tradewinds Capital Management, LLC | 110 | $53.0K | 0.01% | +64+139.1% | Added |
| Vectors Research Management, LLC | 104 | $50.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 104 | $50.0K | 0.01% | +42+67.7% | Added |
| First Financial Corp | 100 | $48.0K | 0.03% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 100 | $48.0K | 0.03% | 00.0% | Unchanged |
| Park Circle Co | 100 | $48.0K | 0.04% | 00.0% | Unchanged |
| LSV Asset Management | 100 | $48.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 99 | $48.0K | 0.01% | +99 | New |
| Red Tortoise LLC | 106 | $47.0K | 0.04% | +106 | New |
| Heritage Wealth Advisors | 92 | $44.6K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 88 | $43.0K | 0.00% | +21+31.3% | Added |
| JFS Wealth Advisors, LLC | 88 | $43.0K | 0.00% | +88 | New |
| CVA Family Office, LLC | 116 | $42.0K | 0.03% | −368−76.0% | Reduced |
| Spectrum Management Group, LLC | 87 | $42.0K | 0.01% | +50+135.1% | Added |
| City Holding Co | 85 | $41.0K | 0.01% | −20−19.0% | Reduced |
| Sage Private Wealth Group, LLC | 85 | $41.0K | 0.06% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 81 | $39.3K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 79 | $39.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 76 | $37.0K | 0.01% | +41+117.1% | Added |
| Meridian Wealth Partners, LLC | 76 | $37.0K | 0.01% | +76 | New |
| Brewin Dolphin Wealth Management Ltd | 76 | $36.9K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 75 | $36.0K | 0.01% | 00.0% | Unchanged |
| AGF Investments LLC | 75 | $36.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 73 | $35.0K | 0.01% | +36+97.3% | Added |
| Sound Income Strategies, LLC | 70 | $34.0K | 0.00% | −4−5.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 70 | $34.0K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 69 | $33.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 65 | $32.0K | 0.01% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 65 | $32.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 66 | $32.0K | 0.01% | +4+6.5% | Added |
| HBC Financial Services, PLLC | 65 | $32.0K | 0.02% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 66 | $32.0K | 0.00% | +10+17.9% | Added |
| Liberty Wealth Management LLC | 65 | $32.0K | 0.01% | +14+27.5% | Added |
| Advocacy Wealth Management Services, LLC | 61 | $30.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 58 | $28.1K | 0.01% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 57 | $28.0K | 0.01% | +57 | New |
| TFC Financial Management | 56 | $27.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 55 | $27.0K | 0.01% | +55 | New |
| Thomas J. Herzfeld Advisors, Inc. | 53 | $26.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 52 | $25.0K | 0.01% | +1+2.0% | Added |
| Investors Research Corp | 51 | $25.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 52 | $25.0K | 0.01% | +15+40.5% | Added |
| Retirement Group, LLC | 133 | $25.0K | 0.01% | +102+329.0% | Added |
| Mascoma Wealth Management LLC | 52 | $25.0K | 0.01% | +52 | New |
| Global Wealth Management Investment Advisory, Inc. | 50 | $24.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 49 | $24.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 49 | $24.0K | 0.01% | +30+157.9% | Added |
| TD Capital Management LLC | 48 | $23.0K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 45 | $22.0K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 45 | $22.0K | 0.02% | +20+80.0% | Added |
| Global Financial Private Client, LLC | 41 | $20.1K | 0.01% | 00.0% | Unchanged |
| Ade, LLC | 42 | $20.0K | 0.02% | −80−65.6% | Reduced |
| IMA Wealth, Inc. | 42 | $20.0K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 41 | $20.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 42 | $20.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 40 | $19.0K | 0.00% | +7+21.2% | Added |
| Resolute Partners Group | 38 | $18.0K | 0.00% | 00.0% | Unchanged |