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, Q4 2022
Institutional positions in Broadcom Inc. as of Dec 31, 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
- 2,146
- +175 vs. Q3 2022
- Shares held
- 338.5M
- +3.37M (+1.0%) vs. Q3 2022
- Total value
- $189.1B
- +$40.5B (+27.3%) vs. Q3 2022
- New holders
- 291
- 939 more added
- Sold out
- 116
- 712 more reduced
42 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Broadcom Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Independence Bank of Kentucky | 886 | $495.0K | 0.22% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 870 | $496.6K | 0.17% | −205−19.1% | Reduced |
| Syntegra Private Wealth Group, LLC | 893 | $499.5K | 0.10% | +893 | New |
| Sutton Wealth Advisors Inc. | 896 | $501.0K | 0.19% | +350+64.1% | Added |
| S.C. Financial Services, Inc. | 896 | $501.2K | 0.77% | +64+7.7% | Added |
| Gyroscope Capital Management Group, LLC | 900 | $503.2K | 0.15% | −100−10.0% | Reduced |
| Elevated Capital Advisors, LLC | 905 | $506.2K | 0.19% | +905 | New |
| Chicago Partners Investment Group LLC | 825 | $506.7K | 0.03% | +77+10.3% | Added |
| Holistic Financial Partners | 910 | $508.8K | 0.46% | −38−4.0% | Reduced |
| Carlson Capital Management | 912 | $509.7K | 0.04% | −13−1.4% | Reduced |
| Baker Avenue Asset Management, LP | 913 | $510.5K | 0.03% | −8,235−90.0% | Reduced |
| LS Investment Advisors, LLC | 920 | $514.4K | 0.10% | +920 | New |
| West Wealth Group, LLC | 925 | $517.4K | 0.26% | −6−0.6% | Reduced |
| Trustmark National Bank Trust Department | 926 | $517.8K | 0.05% | +6+0.7% | Added |
| Continuum Advisory, LLC | 927 | $518.3K | 0.09% | −50−5.1% | Reduced |
| Apeiron RIA LLC | 928 | $519.0K | 0.20% | +428+85.6% | Added |
| Ssi Investment Management LLC | 932 | $521.1K | 0.03% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 932 | $521.1K | 0.56% | +932 | New |
| Resurgent Financial Advisors LLC | 933 | $521.7K | 0.28% | −214−18.7% | Reduced |
| Raleigh Capital Management Inc. | 936 | $523.3K | 0.27% | −1−0.1% | Reduced |
| Provence Wealth Management Group | 938 | $524.5K | 0.43% | +938 | New |
| Ellsworth Advisors, LLC | 915 | $525.5K | 0.20% | +915 | New |
| Cerro Pacific Wealth Advisors LLC | 941 | $526.2K | 0.28% | +294+45.4% | Added |
| Great Diamond Partners, LLC | 942 | $526.7K | 0.16% | −36−3.7% | Reduced |
| Lumature Wealth Partners, LLC | 943 | $527.3K | 0.29% | +31+3.4% | Added |
| Pettyjohn, Wood & White, Inc | 944 | $528.0K | 0.13% | +212+29.0% | Added |
| Financial Advocates Investment Management | 945 | $528.1K | 0.04% | −298−24.0% | Reduced |
| Krilogy Financial LLC | 945 | $528.4K | 0.05% | +32+3.5% | Added |
| InterOcean Capital Group, LLC | 952 | $532.3K | 0.02% | +76+8.7% | Added |
| Gradient Capital Advisors, LLC | 958 | $535.5K | 0.24% | +6+0.6% | Added |
| Allred Capital Management, LLC | 959 | $536.2K | 0.29% | −542−36.1% | Reduced |
| MCF Advisors LLC | 963 | $538.7K | 0.06% | +1+0.1% | Added |
| Fundamentun, LLC | 964 | $539.0K | 0.10% | −8−0.8% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 972 | $543.5K | 0.22% | +972 | New |
| Hazlett, Burt & Watson, Inc. | 976 | $544.0K | 0.48% | +25+2.6% | Added |
| SlateStone Wealth, LLC | 973 | $544.0K | 0.13% | −34−3.4% | Reduced |
| Marshall Financial Group LLC | 978 | $546.7K | 0.21% | −105−9.7% | Reduced |
| Telemus Capital, LLC | 938 | $551.9K | 0.05% | −15−1.6% | Reduced |
| Everhart Financial Group, Inc. | 989 | $553.0K | 0.28% | +115+13.2% | Added |
| Colton Groome Financial Advisors, LLC | 991 | $554.2K | 0.27% | +470+90.2% | Added |
| Capital Asset Advisory Services LLC | 948 | $554.4K | 0.04% | −95−9.1% | Reduced |
| Peddock Capital Advisors, LLC | 997 | $557.5K | 0.22% | −208−17.3% | Reduced |
| RBF Capital, LLC | 1,000 | $559.0K | 0.04% | +1,000 | New |
| Summit Place Financial Advisors, LLC | 1,000 | $559.1K | 0.46% | 00.0% | Unchanged |
| Monetta Financial Services Inc | 1,000 | $559.1K | 0.64% | +1,000 | New |
| Sherbrooke Park Advisers LLC | 1,000 | $559.1K | 0.41% | +1,000 | New |
| Austin Private Wealth, LLC | 1,003 | $560.8K | 0.10% | +233+30.3% | Added |
| Strategic Blueprint, LLC | 1,003 | $560.9K | 0.06% | +68+7.3% | Added |
| PFG Advisors | 1,012 | $565.7K | 0.06% | −15−1.5% | Reduced |
| Courier Capital LLC | 1,012 | $565.8K | 0.07% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 1,013 | $566.5K | 0.07% | −18−1.7% | Reduced |
| Neville Rodie & Shaw Inc | 1,015 | $567.0K | 0.05% | −100−9.0% | Reduced |
| Center for Financial Planning, Inc. | 1,015 | $567.5K | 0.14% | −502−33.1% | Reduced |
| Summit Financial Wealth Advisors, LLC | 1,017 | $568.6K | 0.14% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 1,019 | $569.7K | 0.15% | −234−18.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,024 | $572.4K | 0.13% | +4+0.4% | Added |
| Mission Creek Capital Partners, Inc. | 1,028 | $574.7K | 0.21% | +34+3.4% | Added |
| Fiera Capital Corp | 1,028 | $574.8K | 0.00% | −4,007−79.6% | Reduced |
| Manchester Capital Management LLC | 1,028 | $574.8K | 0.08% | −427−29.3% | Reduced |
| Transatlantique Private Wealth LLC | 1,032 | $577.0K | 0.35% | +194+23.2% | Added |
| Ethos Financial Group, LLC | 1,038 | $580.9K | 0.20% | +1,038 | New |
| Balboa Wealth Partners | 1,042 | $582.6K | 0.26% | −235−18.4% | Reduced |
| Fidelis Capital Partners, LLC | 1,015 | $585.5K | 0.69% | +1,015 | New |
| Perennial Investment Advisors, LLC | 1,056 | $591.9K | 0.24% | +59+5.9% | Added |
| Aspire Private Capital, LLC | 1,059 | $592.4K | 0.21% | −3−0.3% | Reduced |
| Highlander Capital Management, LLC | 1,060 | $593.0K | 0.31% | +510+92.7% | Added |
| Willner & Heller, LLC | 1,062 | $593.6K | 0.84% | −214−16.8% | Reduced |
| Investment House LLC | 1,065 | $595.5K | 0.06% | +15+1.4% | Added |
| Montecito Bank & Trust | 1,067 | $596.0K | 0.14% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 1,070 | $598.3K | 0.31% | +134+14.3% | Added |
| Paragon Capital Management Inc | 1,073 | $599.9K | 0.56% | +3+0.3% | Added |
| Dudley Capital Management, LLC | 1,075 | $601.1K | 0.44% | +1,075 | New |
| Spinnaker Trust | 1,076 | $602.0K | 0.05% | −80−6.9% | Reduced |
| Canandaigua National Corp | 1,077 | $602.0K | 0.10% | −5−0.5% | Reduced |
| First National Bank of Hutchinson | 1,083 | $605.5K | 0.51% | +1+0.1% | Added |
| Oakworth Capital, Inc. | 1,087 | $607.8K | 0.06% | −595−35.4% | Reduced |
| Saxon Interests, Inc. | 1,054 | $608.2K | 0.35% | −88−7.7% | Reduced |
| Personal Cfo Solutions, LLC | 1,090 | $609.4K | 0.13% | +98+9.9% | Added |
| American State Bank (Iowa) | 1,091 | $610.0K | 0.47% | +10+0.9% | Added |
| Catalyst Financial Partners LLC | 1,093 | $611.1K | 0.31% | +1,093 | New |
| MBL Wealth, LLC | 1,095 | $612.0K | 0.12% | +23+2.1% | Added |
| Redwood Investment Management, LLC | 1,098 | $614.0K | 0.08% | +5+0.5% | Added |
| Alta Advisers Ltd | 1,100 | $615.0K | 0.37% | 00.0% | Unchanged |
| New Vernon Investment Management LLC | 1,100 | $615.0K | 0.94% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 1,100 | $615.3K | 0.50% | +151+15.9% | Added |
| Blueprint Investment Partners LLC | 1,104 | $617.3K | 0.13% | +1,104 | New |
| Brighton Jones LLC | 1,106 | $618.5K | 0.04% | −67−5.7% | Reduced |
| Castle Rock Wealth Management, LLC | 1,038 | $621.2K | 0.28% | +39+3.9% | Added |
| Resonant Capital Advisors, LLC | 1,113 | $622.3K | 0.08% | +577+107.6% | Added |
| Shelton Wealth Management, LLC | 1,113 | $622.5K | 0.49% | +173+18.4% | Added |
| Girard Partners Ltd. | 1,115 | $623.9K | 0.07% | +350+45.8% | Added |
| Autumn Glory Partners, LLC | 1,116 | $624.0K | 0.33% | +1,116 | New |
| Seven Eight Capital, LP | 1,121 | $626.8K | 0.16% | +1,121 | New |
| Stillwater Investment Management, LLC | 1,125 | $628.8K | 0.18% | +9+0.8% | Added |
| FSM Wealth Advisors, LLC | 1,128 | $630.9K | 0.45% | −150−11.7% | Reduced |
| MONECO Advisors, LLC | 1,131 | $632.6K | 0.23% | −6−0.5% | Reduced |
| RSM US Wealth Management LLC | 1,138 | $636.3K | 0.03% | +69+6.5% | Added |
| Leavell Investment Management, Inc. | 1,142 | $639.0K | 0.05% | −423−27.0% | Reduced |
| Gibraltar Capital Management, Inc. | 1,143 | $639.1K | 0.30% | +34+3.1% | Added |
| Zimmermann Investment Management & Planning LLC | 1,144 | $639.6K | 0.37% | +146+14.6% | Added |