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 2022
Institutional positions in Broadcom Inc. as of Sep 30, 2022. 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
- 2,013
- +40 vs. Q2 2022
- Shares held
- 335.8M
- +10.4M (+3.2%) vs. Q2 2022
- Total value
- $148.9B
- −$9.20B (−5.8%) vs. Q2 2022
- New holders
- 148
- 961 more added
- Sold out
- 108
- 682 more reduced
29 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding Broadcom Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Shepherd Financial Partners LLC | 1,513 | $672.0K | 0.13% | −1,660−52.3% | Reduced |
| Navalign, LLC | 1,515 | $673.0K | 0.30% | +131+9.5% | Added |
| Center for Financial Planning, Inc. | 1,517 | $674.0K | 0.18% | +24+1.6% | Added |
| Polar Capital Holdings Plc | 1,523 | $676.0K | 0.01% | +35+2.4% | Added |
| Capital Planning Advisors, LLC | 1,523 | $676.0K | 0.18% | +906+146.8% | Added |
| Ignite Planners, LLC | 1,479 | $677.0K | 0.54% | +1,014+218.1% | Added |
| Symphony Financial, Ltd. Co. | 1,524 | $686.0K | 0.22% | −28−1.8% | Reduced |
| South Shore Capital Advisors | 1,545 | $686.0K | 1.62% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 1,545 | $686.0K | 0.31% | +1,545 | New |
| AlphaMark Advisors, LLC | 1,550 | $688.0K | 0.34% | +31+2.0% | Added |
| Evermay Wealth Management LLC | 1,551 | $689.0K | 0.14% | +85+5.8% | Added |
| NewSquare Capital LLC | 1,557 | $691.0K | 0.09% | −98−5.9% | Reduced |
| Tennessee Valley Asset Management Partners | 1,561 | $693.0K | 0.27% | −402−20.5% | Reduced |
| Haverford Trust Co | 1,561 | $693.0K | 0.01% | +754+93.4% | Added |
| Leavell Investment Management, Inc. | 1,565 | $695.0K | 0.06% | +425+37.3% | Added |
| Simmons Bank | 1,579 | $701.0K | 0.07% | +94+6.3% | Added |
| Measured Wealth Private Client Group, LLC | 1,583 | $703.0K | 0.31% | +188+13.5% | Added |
| Cypress Asset Management Inc | 1,587 | $705.0K | 0.27% | 00.0% | Unchanged |
| Rainsberger Wealth Advisors, Inc. | 1,589 | $705.0K | 0.48% | +57+3.7% | Added |
| SRN Advisors, LLC | 1,588 | $705.1K | 0.59% | −308−16.2% | Reduced |
| Crumly & Associates Inc. | 1,592 | $707.0K | 0.29% | −14−0.9% | Reduced |
| New York Life Investments Alternatives | 1,594 | $708.0K | 0.71% | −261−14.1% | Reduced |
| Essex Financial Services, Inc. | 1,595 | $708.0K | 0.08% | +2+0.1% | Added |
| Paradigm Asset Management Co LLC | 1,600 | $710.4K | 0.24% | −300−15.8% | Reduced |
| Cohen & Steers, Inc. | 1,604 | $712.0K | 0.00% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,602 | $718.0K | 0.28% | +5+0.3% | Added |
| Meadow Creek Wealth Advisors LLC | 1,621 | $720.0K | 0.95% | +14+0.9% | Added |
| Pinnacle Financial Partners Inc | 1,627 | $722.0K | 0.03% | +215+15.2% | Added |
| Prelude Capital Management, LLC | 1,630 | $724.0K | 0.04% | +686+72.7% | Added |
| NVWM, LLC | 1,641 | $729.0K | 0.29% | +1,472+871.0% | Added |
| Harbour Investments, Inc. | 1,502 | $730.0K | 0.05% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 1,648 | $732.0K | 0.08% | −953−36.6% | Reduced |
| Clear Street Markets LLC | 1,648 | $732.0K | 0.14% | +247+17.6% | Added |
| Physicians Financial Services, Inc. | 1,661 | $738.0K | 0.36% | +50+3.1% | Added |
| HighTower Trust Services, LTA | 1,669 | $741.0K | 0.08% | −18,957−91.9% | Reduced |
| Keebeck Alpha, LP | 1,675 | $744.0K | 0.40% | +237+16.5% | Added |
| Wealthcare Advisory Partners LLC | 1,679 | $745.0K | 0.04% | +283+20.3% | Added |
| Oakworth Capital, Inc. | 1,682 | $747.0K | 0.08% | 00.0% | Unchanged |
| Davis R M Inc | 1,687 | $749.0K | 0.02% | −404−19.3% | Reduced |
| Waldron Private Wealth LLC | 1,689 | $750.0K | 0.05% | +225+15.4% | Added |
| MTM Investment Management, LLC | 1,696 | $753.0K | 0.43% | +97+6.1% | Added |
| McDonald Partners LLC | 1,696 | $753.0K | 0.29% | +246+17.0% | Added |
| AMG National Trust Bank | 1,704 | $757.0K | 0.03% | +651+61.8% | Added |
| Tradition Wealth Management, LLC | 1,716 | $762.0K | 0.11% | +353+25.9% | Added |
| MUFG Americas Holdings Corp | 1,720 | $764.0K | 0.02% | +54+3.2% | Added |
| Windsor Capital Management, LLC | 1,724 | $765.0K | 0.29% | −45−2.5% | Reduced |
| Wealthspire Advisors, LLC | 1,723 | $765.0K | 0.02% | +53+3.2% | Added |
| Lee Johnson Capital Management, LLC | 1,725 | $766.0K | 1.58% | +38+2.3% | Added |
| Value Partners Investments Inc. | 1,727 | $766.0K | 0.08% | +352+25.6% | Added |
| Transamerica Financial Advisors, Inc. | 1,726 | $767.0K | 0.11% | −372−17.7% | Reduced |
| Wealth Management Associates, Inc. | 1,751 | $777.5K | 0.55% | +221+14.4% | Added |
| Geller Advisors LLC | 1,752 | $778.0K | 0.17% | +15+0.9% | Added |
| Summit Financial, LLC | 1,753 | $778.5K | 0.07% | +775+79.2% | Added |
| Fortis Capital Management LLC | 1,759 | $781.0K | 0.67% | −52−2.9% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 1,768 | $785.0K | 0.68% | +1,768 | New |
| Doliver Advisors, LP | 1,776 | $788.0K | 0.29% | +52+3.0% | Added |
| Salem Capital Management Inc | 1,780 | $790.0K | 0.63% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 1,782 | $791.0K | 0.15% | −79−4.2% | Reduced |
| Buckley Wealth Management, LLC | 1,783 | $792.0K | 0.29% | +138+8.4% | Added |
| Sequoia Financial Advisors, LLC | 1,798 | $798.0K | 0.03% | −200−10.0% | Reduced |
| Wedmont Private Capital | 1,800 | $799.0K | 0.16% | +245+15.8% | Added |
| Nations Financial Group Inc, | 1,803 | $801.0K | 0.12% | +42+2.4% | Added |
| Boston Trust Walden Corp | 1,847 | $820.0K | 0.01% | +100+5.7% | Added |
| Knowledge Leaders Capital, LLC | 1,848 | $821.0K | 1.05% | −8−0.4% | Reduced |
| Lakeview Capital Partners, LLC | 1,857 | $824.0K | 0.32% | +1,857 | New |
| Harbour Investment Management LLC | 1,858 | $825.0K | 0.52% | −18−1.0% | Reduced |
| Magnus Financial Group LLC | 1,858 | $825.0K | 0.16% | +45+2.5% | Added |
| Orca Investment Management, LLC | 1,879 | $834.0K | 1.09% | −136−6.7% | Reduced |
| Jackson Hole Capital Partners, LLC | 1,882 | $836.0K | 0.26% | +431+29.7% | Added |
| Alpha Cubed Investments, LLC | 1,885 | $837.0K | 0.07% | −91−4.6% | Reduced |
| Institutional & Family Asset Management, LLC | 1,887 | $838.0K | 0.15% | +282+17.6% | Added |
| Cedar Brook Financial Partners, LLC | 1,887 | $838.0K | 0.27% | +373+24.6% | Added |
| Seascape Capital Management | 1,892 | $840.0K | 0.58% | +39+2.1% | Added |
| Precision Wealth Strategies, LLC | 1,845 | $842.0K | 0.74% | +117+6.8% | Added |
| Syntal Capital Partners, LLC | 1,898 | $842.0K | 0.38% | +22+1.2% | Added |
| Arete Wealth Advisors, LLC | 1,899 | $843.0K | 0.08% | +724+61.6% | Added |
| CSU Producer Resources, Inc. | 1,900 | $844.0K | 3.62% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,932 | $858.0K | 0.14% | −242−11.1% | Reduced |
| CRA Financial Services, LLC | 1,940 | $861.0K | 0.31% | −33−1.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,957 | $868.0K | 0.63% | +33+1.7% | Added |
| Greenwood Capital Associates LLC | 1,957 | $869.0K | 0.15% | +101+5.4% | Added |
| E&G Advisors, LP | 1,960 | $870.0K | 0.32% | −40−2.0% | Reduced |
| Claro Advisors LLC | 1,791 | $870.0K | 0.35% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 1,964 | $872.0K | 0.38% | −515−20.8% | Reduced |
| Laidlaw Wealth Management LLC | 1,990 | $883.0K | 0.21% | −129−6.1% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 1,991 | $884.0K | 0.35% | −81−3.9% | Reduced |
| Lumina Fund Management LLC | 2,000 | $888.0K | 0.46% | 00.0% | Unchanged |
| Mendel Money Management | 2,008 | $892.0K | 0.56% | +137+7.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,017 | $895.0K | 0.07% | +827+69.5% | Added |
| Eqis Capital Management, Inc. | 2,021 | $897.5K | 0.10% | −214−9.6% | Reduced |
| Sanders Morris Harris LLC | 1,964 | $899.0K | 0.22% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2,031 | $902.0K | 0.43% | −206−9.2% | Reduced |
| Green Alpha Advisors, LLC | 2,033 | $903.0K | 0.76% | +20+1.0% | Added |
| Rehmann Capital Advisory Group | 2,049 | $909.9K | 0.10% | +6+0.3% | Added |
| 44 Wealth Management LLC | 2,064 | $916.0K | 0.38% | −62−2.9% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 2,073 | $920.0K | 0.92% | +2+0.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,075 | $921.0K | 0.01% | −22−1.0% | Reduced |
| SkyOak Wealth, LLC | 2,075 | $921.0K | 0.33% | +630+43.6% | Added |
| Knights of Columbus Asset Advisors LLC | 2,084 | $925.0K | 0.09% | −542−20.6% | Reduced |
| Savant Capital, LLC | 2,083 | $925.0K | 0.03% | −64−3.0% | Reduced |