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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 7,008 | $3.40M | 0.18% | −1,340−16.1% | Reduced |
| West Oak Capital, LLC | 6,999 | $3.39M | 1.32% | −60−0.8% | Reduced |
| Capital City Trust Co | 6,999 | $3.39M | 1.05% | +416+6.3% | Added |
| RMR Wealth Builders | 6,995 | $3.39M | 1.00% | +20.0% | Added |
| Venture Visionary Partners LLC | 6,990 | $3.39M | 0.24% | +210+3.1% | Added |
| McKinley Carter Wealth Services, Inc. | 6,967 | $3.38M | 0.28% | +6,967 | New |
| Pathstone Family Office, LLC | 6,907 | $3.35M | 0.10% | +2,185+46.3% | Added |
| American Portfolios Advisors | 6,821 | $3.31M | 0.12% | +421+6.6% | Added |
| Regions Financial Corp | 6,815 | $3.31M | 0.03% | +7+0.1% | Added |
| Cresset Asset Management, LLC | 6,809 | $3.30M | 0.04% | +720+11.8% | Added |
| Andra AP-fonden | 6,800 | $3.30M | 0.07% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 6,753 | $3.27M | 0.50% | +854+14.5% | Added |
| Front Row Advisors LLC | 6,719 | $3.26M | 1.37% | −10.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 6,695 | $3.25M | 0.04% | +6,695 | New |
| Independent Solutions Wealth Management, LLC | 6,665 | $3.23M | 0.80% | +239+3.7% | Added |
| Canal Capital Management, LLC | 6,656 | $3.23M | 0.92% | −50−0.7% | Reduced |
| Laffer Tengler Investments | 6,642 | $3.22M | 0.93% | +807+13.8% | Added |
| Tealwood Asset Management Inc | 6,623 | $3.21M | 1.30% | +6,623 | New |
| L & S Advisors Inc | 6,596 | $3.20M | 0.35% | −116−1.7% | Reduced |
| Fortem Financial Group, LLC | 6,582 | $3.19M | 1.62% | +136+2.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,581 | $3.19M | 0.17% | −467−6.6% | Reduced |
| B. Riley Wealth Management, Inc. | 6,520 | $3.16M | 0.24% | +114+1.8% | Added |
| Sigma Planning Corp | 6,497 | $3.15M | 0.10% | −93−1.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 6,462 | $3.14M | 0.12% | +83+1.3% | Added |
| Morse Asset Management, Inc | 6,468 | $3.14M | 0.75% | +855+15.2% | Added |
| Lee Financial Co | 6,392 | $3.10M | 0.64% | +14+0.2% | Added |
| Vaughan Nelson Investment Management, L.P. | 6,389 | $3.10M | 0.03% | +989+18.3% | Added |
| Pendal Group Limited | 6,380 | $3.09M | 0.03% | −1,044−14.1% | Reduced |
| Altman Advisors, Inc. | 5,806 | $3.09M | 1.71% | +72+1.3% | Added |
| Vestcor Inc | 6,340 | $3.07M | 0.11% | −832−11.6% | Reduced |
| Bay Rivers Group | 6,287 | $3.05M | 2.07% | +207+3.4% | Added |
| Avantax Planning Partners, Inc. | 6,218 | $3.02M | 0.14% | +2,931+89.2% | Added |
| Zurich Insurance Group Ltd | 6,200 | $3.01M | 0.04% | 00.0% | Unchanged |
| Graypoint LLC | 6,195 | $3.00M | 0.37% | +14+0.2% | Added |
| Harrell Investment Partners, LLC | 6,190 | $3.00M | 0.97% | +347+5.9% | Added |
| Veriti Management LLC | 6,172 | $2.99M | 0.43% | +140+2.3% | Added |
| HighPoint Advisor Group LLC | 6,144 | $2.98M | 0.29% | −33−0.5% | Reduced |
| Peapack Gladstone Financial Corp | 6,123 | $2.97M | 0.06% | +717+13.3% | Added |
| New England Asset Management Inc | 6,079 | $2.95M | 0.05% | +489+8.7% | Added |
| Meiji Yasuda Life Insurance Co | 6,041 | $2.93M | 0.05% | −364−5.7% | Reduced |
| Monetary Management Group Inc | 6,002 | $2.91M | 0.80% | +925+18.2% | Added |
| Weiss Multi-Strategy Advisers LLC | 6,000 | $2.91M | 0.06% | −128−2.1% | Reduced |
| Lockheed Martin Investment Management Co | 5,975 | $2.90M | 0.16% | −175−2.8% | Reduced |
| Wetherby Asset Management Inc | 5,968 | $2.89M | 0.18% | −65−1.1% | Reduced |
| Human Investing LLC | 5,879 | $2.85M | 0.67% | −194−3.2% | Reduced |
| First Hawaiian Bank | 5,821 | $2.82M | 0.12% | +63+1.1% | Added |
| Edmond de Rothschild Holding S.A. | 5,782 | $2.80M | 0.06% | +3,449+147.8% | Added |
| Clarius Group, LLC | 5,770 | $2.80M | 0.25% | +48+0.8% | Added |
| Woodmont Investment Counsel LLC | 5,744 | $2.79M | 0.41% | +2,490+76.5% | Added |
| Premier Asset Management LLC | 5,718 | $2.77M | 0.38% | +1,478+34.9% | Added |
| Midwest Wealth Management Inc. | 5,697 | $2.76M | 1.90% | +67+1.2% | Added |
| Cassia Capital Partners, LLC | 5,697 | $2.76M | 1.90% | +5,697 | New |
| Range Financial Group LLC | 5,684 | $2.76M | 1.98% | −16−0.3% | Reduced |
| Reilly Financial Advisors, LLC | 5,678 | $2.75M | 0.24% | +164+3.0% | Added |
| KCM Investment Advisors LLC | 5,676 | $2.75M | 0.11% | +363+6.8% | Added |
| Wrapmanager Inc | 5,650 | $2.74M | 0.72% | −542−8.8% | Reduced |
| Exencial Wealth Advisors, LLC | 5,640 | $2.73M | 0.12% | +941+20.0% | Added |
| Red Spruce Capital, LLC | 5,574 | $2.70M | 1.58% | +62+1.1% | Added |
| Strategic Wealth Partners, Ltd. | 5,527 | $2.68M | 0.79% | +971+21.3% | Added |
| Truvestments Capital LLC | 5,522 | $2.68M | 1.48% | +195+3.7% | Added |
| Field & Main Bank | 5,520 | $2.68M | 1.76% | −335−5.7% | Reduced |
| Chartwell Investment Partners, LLC | 5,479 | $2.66M | 0.08% | −5−0.1% | Reduced |
| Signaturefd, LLC | 5,462 | $2.65M | 0.09% | +769+16.4% | Added |
| Parsons Capital Management Inc | 5,452 | $2.64M | 0.21% | −67−1.2% | Reduced |
| Doheny Asset Management | 5,425 | $2.63M | 1.88% | −390−6.7% | Reduced |
| Bridges Investment Management Inc | 5,406 | $2.62M | 0.08% | +354+7.0% | Added |
| Freedom Day Solutions, LLC | 5,371 | $2.60M | 1.22% | −138−2.5% | Reduced |
| Wunderlich Capital Managemnt | 5,347 | $2.59M | 1.25% | +96+1.8% | Added |
| Intersect Capital LLC | 5,344 | $2.59M | 0.44% | +300+5.9% | Added |
| RDA Financial Network | 5,299 | $2.57M | 1.13% | +133+2.6% | Added |
| Azzad Asset Management Inc | 5,291 | $2.57M | 0.38% | +113+2.2% | Added |
| TCG Advisory Services, LLC | 5,267 | $2.55M | 0.67% | +246+4.9% | Added |
| Dynamic Advisor Solutions LLC | 5,230 | $2.54M | 0.19% | +180+3.6% | Added |
| Fayez Sarofim & Co | 5,206 | $2.52M | 0.01% | −1,224−19.0% | Reduced |
| Strategic Wealth Management Inc | 5,206 | $2.52M | 1.31% | +648+14.2% | Added |
| Blueshift Asset Management, LLC | 5,200 | $2.52M | 0.14% | +3,171+156.3% | Added |
| Fiera Capital Corp | 5,197 | $2.52M | 0.01% | +933+21.9% | Added |
| Ninety One SA (PTY) Ltd | 5,160 | $2.52M | 0.98% | −55−1.1% | Reduced |
| Icon Advisers Inc | 5,168 | $2.51M | 0.43% | −20−0.4% | Reduced |
| Providence Capital Advisors, LLC | 5,165 | $2.50M | 0.78% | +466+9.9% | Added |
| Great Valley Advisor Group, Inc. | 5,150 | $2.50M | 0.17% | +16+0.3% | Added |
| BerganKDV Wealth Management, LLC | 5,087 | $2.47M | 0.28% | −20−0.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,085 | $2.47M | 0.05% | −24−0.5% | Reduced |
| Mid Atlantic Financial Management Inc | 5,043 | $2.45M | 0.16% | +2,106+71.7% | Added |
| CAPROCK Group, Inc. | 5,039 | $2.44M | 0.22% | +60+1.2% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,039 | $2.44M | 0.39% | +65+1.3% | Added |
| Teamwork Financial Advisors, LLC | 5,031 | $2.44M | 0.48% | +489+10.8% | Added |
| Meridian Wealth Advisors, LLC | 5,005 | $2.43M | 0.68% | +197+4.1% | Added |
| LVW Advisors, LLC | 5,002 | $2.43M | 0.42% | +326+7.0% | Added |
| Convergence Investment Partners, LLC | 5,002 | $2.42M | 1.30% | −271−5.1% | Reduced |
| Ally Financial Inc. | 5,000 | $2.42M | 0.24% | 00.0% | Unchanged |
| Silphium Asset Management Ltd | 5,000 | $2.42M | 0.98% | +5,000 | New |
| Berkshire Asset Management LLC | 4,983 | $2.42M | 0.16% | +36+0.7% | Added |
| RBA Wealth Management, LLC | 4,974 | $2.41M | 5.82% | −287−5.5% | Reduced |
| Intrust Bank NA | 4,901 | $2.38M | 0.31% | +75+1.6% | Added |
| Empirical Finance, LLC | 4,893 | $2.37M | 0.36% | +329+7.2% | Added |
| Kinneret Advisory, LLC | 4,891 | $2.37M | 0.28% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 4,875 | $2.36M | 0.58% | +3+0.1% | Added |
| Colony Group LLC | 4,872 | $2.36M | 0.05% | −79−1.6% | Reduced |
| Fairfield, Bush & Co. | 4,854 | $2.35M | 0.76% | +480+11.0% | Added |