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, 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
- 2,145
- +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
- 938 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 | 4,855 | $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, 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 |
|---|---|---|---|---|---|
| Beaumont Financial Advisors, LLC | 2,920 | $1.63M | 0.16% | +2,920 | New |
| Cunning Capital Partners, LP | 2,915 | $1.63M | 1.15% | +2,915 | New |
| Redmond Asset Management, LLC | 2,908 | $1.63M | 0.58% | +77+2.7% | Added |
| Patten Group, Inc. | 2,905 | $1.62M | 0.51% | −45−1.5% | Reduced |
| DeDora Capital, Inc. | 2,892 | $1.62M | 0.77% | −9−0.3% | Reduced |
| Mather Group, LLC. | 2,890 | $1.62M | 0.03% | −54−1.8% | Reduced |
| HBW Advisory Services LLC | 2,889 | $1.61M | 0.43% | +103+3.7% | Added |
| Pacific Global Investment Management CO | 2,888 | $1.61M | 0.36% | +24+0.8% | Added |
| Merit Financial Group, LLC | 2,881 | $1.61M | 0.06% | −920−24.2% | Reduced |
| Boit C F David | 2,875 | $1.61M | 1.15% | 00.0% | Unchanged |
| Old Port Advisors | 2,848 | $1.59M | 0.60% | +146+5.4% | Added |
| Ascent Wealth Partners, LLC | 2,843 | $1.59M | 0.34% | −8−0.3% | Reduced |
| Schear Investment Advisers, LLC | 2,841 | $1.59M | 1.96% | +2,841 | New |
| Valeo Financial Advisors, LLC | 2,836 | $1.59M | 0.09% | +465+19.6% | Added |
| Commons Capital, LLC | 2,833 | $1.58M | 2.61% | −61−2.1% | Reduced |
| Hotaling Investment Management, LLC | 2,825 | $1.58M | 0.71% | +1,872+196.4% | Added |
| Allworth Financial LP | 2,801 | $1.57M | 0.02% | +184+7.0% | Added |
| Harbour Investment Management LLC | 2,797 | $1.56M | 0.90% | +939+50.5% | Added |
| Phillips Wealth Planners LLC | 2,601 | $1.56M | 2.73% | +2,601 | New |
| Prudent Man Advisors, LLC | 2,787 | $1.56M | 0.63% | +515+22.7% | Added |
| Citizens Financial Group Inc | 2,780 | $1.55M | 0.06% | +58+2.1% | Added |
| Bowman & Co S.C. | 2,774 | $1.55M | 1.20% | −834−23.1% | Reduced |
| Quadrant Private Wealth Management, LLC | 2,769 | $1.55M | 0.52% | +2,769 | New |
| EFG Asset Management (Americas) Corp. | 2,766 | $1.55M | 0.38% | +144+5.5% | Added |
| Patton Albertson Miller Group, LLC | 2,761 | $1.54M | 0.28% | −71−2.5% | Reduced |
| Wealthspire Advisors, LLC | 2,758 | $1.54M | 0.03% | +1,035+60.1% | Added |
| Portman Square Capital LLP | 2,731 | $1.53M | 0.75% | +2,731 | New |
| Vanguard Capital Wealth Advisors | 2,731 | $1.53M | 1.77% | +16+0.6% | Added |
| Caldwell Investment Management Ltd. | 2,700 | $1.51M | 1.60% | +2,700 | New |
| STF Management LP | 2,702 | $1.51M | 2.17% | +2,702 | New |
| TIG Advisors, LLC | 2,700 | $1.51M | 0.10% | +1,548+134.4% | Added |
| Confluence Wealth Services, Inc. | 2,693 | $1.51M | 0.39% | −267−9.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,689 | $1.50M | 0.57% | +725+36.9% | Added |
| Dorsey & Whitney Trust CO LLC | 2,702 | $1.50M | 0.15% | −125−4.4% | Reduced |
| Sentry Investment Management LLC | 2,684 | $1.50M | 0.66% | −136−4.8% | Reduced |
| Trust Investment Advisors | 2,673 | $1.49M | 1.41% | +163+6.5% | Added |
| Kennedy Investment Group | 2,666 | $1.49M | 0.95% | +2,666 | New |
| Park National Corp | 2,666 | $1.49M | 0.07% | −604−18.5% | Reduced |
| Capital Planning Advisors, LLC | 2,661 | $1.49M | 0.35% | +1,138+74.7% | Added |
| AXS Investments LLC | 2,658 | $1.49M | 0.53% | +55+2.1% | Added |
| Richard Bernstein Advisors LLC | 2,654 | $1.48M | 0.03% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 2,644 | $1.48M | 0.83% | +97+3.8% | Added |
| Coombe, Bender & Co LLC | 2,641 | $1.48M | 1.35% | −88−3.2% | Reduced |
| FinTrust Capital Advisors, LLC | 2,640 | $1.48M | 0.36% | −232−8.1% | Reduced |
| Wills Financial Group, Inc. | 2,637 | $1.47M | 0.84% | +5+0.2% | Added |
| Marcum Wealth, LLC | 2,633 | $1.47M | 0.20% | +68+2.7% | Added |
| Archer Investment Corp | 2,618 | $1.46M | 0.57% | 00.0% | Unchanged |
| Bremer Bank National Association | 2,617 | $1.46M | 0.28% | +2,146+455.6% | Added |
| Essex Savings Bank | 2,614 | $1.46M | 0.51% | +104+4.1% | Added |
| Davidson Capital Management Inc. | 2,606 | $1.46M | 1.00% | −17−0.6% | Reduced |
| River Street Advisors LLC | 2,599 | $1.45M | 1.56% | +2,599 | New |
| Kovack Advisors, Inc. | 2,597 | $1.45M | 0.21% | −277−9.6% | Reduced |
| BCM Advisors, LLC | 2,525 | $1.45M | 0.40% | 00.0% | Unchanged |
| Patten & Patten Inc | 2,581 | $1.44M | 0.13% | −27−1.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 2,577 | $1.44M | 0.03% | +430+20.0% | Added |
| Beck Capital Management, LLC | 2,555 | $1.43M | 0.60% | −114−4.3% | Reduced |
| Midwest Professional Planners, LTD. | 2,548 | $1.42M | 0.79% | +158+6.6% | Added |
| DoubleLine ETF Adviser LP | 2,543 | $1.42M | 0.73% | +2,543 | New |
| OmniStar Financial Group, Inc. | 2,537 | $1.42M | 1.61% | −4−0.2% | Reduced |
| First Commonwealth Financial Corp | 2,530 | $1.41M | 0.53% | −9−0.4% | Reduced |
| Genesee Capital Advisors, LLC | 2,529 | $1.41M | 1.05% | +124+5.2% | Added |
| Lake Street Financial LLC | 2,522 | $1.41M | 0.29% | +54+2.2% | Added |
| Institute for Wealth Management, LLC. | 2,520 | $1.41M | 0.30% | −15−0.6% | Reduced |
| Long Run Wealth Advisors, LLC | 2,507 | $1.40M | 0.50% | +71+2.9% | Added |
| Kistler-Tiffany Companies, LLC | 2,502 | $1.40M | 0.29% | +13+0.5% | Added |
| Knuff & Co LLC | 2,485 | $1.39M | 0.59% | 00.0% | Unchanged |
| Teza Capital Management LLC | 2,480 | $1.39M | 0.26% | −319−11.4% | Reduced |
| West Paces Advisors Inc. | 2,476 | $1.38M | 0.44% | −9−0.4% | Reduced |
| Jupiter Wealth Management LLC | 2,476 | $1.38M | 1.34% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,472 | $1.38M | 0.27% | −1,213−32.9% | Reduced |
| Guerra Pan Advisors, LLC | 2,442 | $1.37M | 1.87% | 00.0% | Unchanged |
| Garner Asset Management Corp | 2,440 | $1.36M | 0.67% | +26+1.1% | Added |
| Forum Financial Management, LP | 2,433 | $1.36M | 0.04% | −55−2.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 2,429 | $1.36M | 0.06% | −485−16.6% | Reduced |
| Mission Wealth Management, LP | 2,426 | $1.36M | 0.07% | −25−1.0% | Reduced |
| Harvest Investment Advisors, LLC | 2,417 | $1.35M | 1.27% | +2,417 | New |
| Alpha Family Trust | 2,415 | $1.35M | 1.22% | +2,415 | New |
| Wealth Architects, LLC | 2,403 | $1.34M | 0.25% | +56+2.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,399 | $1.34M | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 2,388 | $1.34M | 0.02% | −1,436−37.6% | Reduced |
| RMB Capital Management, LLC | 2,366 | $1.32M | 0.05% | −23−1.0% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 2,363 | $1.32M | 0.47% | +372+18.7% | Added |
| Benchmark Investment Advisors LLC | 2,361 | $1.32M | 1.39% | +1,259+114.2% | Added |
| Probity Advisors, Inc. | 2,360 | $1.32M | 0.30% | −10−0.4% | Reduced |
| TrinityPoint Wealth, LLC | 2,360 | $1.32M | 0.30% | +2+0.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,331 | $1.30M | 0.20% | +399+20.7% | Added |
| Harbour Investments, Inc. | 2,329 | $1.30M | 0.08% | +827+55.1% | Added |
| Argus Investors' Counsel, Inc. | 2,320 | $1.30M | 1.04% | +15+0.7% | Added |
| Perpetual Investment Management Ltd | 2,317 | $1.30M | 0.15% | +3+0.1% | Added |
| Guinness Atkinson Asset Management Inc | 2,311 | $1.29M | 0.81% | +31+1.4% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 2,221 | $1.28M | 0.27% | +143+6.9% | Added |
| Intrua Financial, LLC | 2,271 | $1.28M | 0.30% | −51−2.2% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 2,285 | $1.28M | 0.73% | +75+3.4% | Added |
| Mayflower Financial Advisors, LLC | 2,284 | $1.28M | 0.18% | +124+5.7% | Added |
| SRN Advisors, LLC | 2,282 | $1.28M | 1.27% | +694+43.7% | Added |
| Wellington Shields Capital Management, LLC | 2,269 | $1.27M | 0.15% | +10.0% | Added |
| CFS Investment Advisory Services, LLC | 2,257 | $1.26M | 0.29% | −599,841−99.6% | Reduced |
| Boston Trust Walden Corp | 2,255 | $1.26M | 0.01% | +408+22.1% | Added |
| Green Alpha Advisors, LLC | 2,250 | $1.26M | 1.04% | +217+10.7% | Added |
| Charles Schwab Trust Co | 2,230 | $1.25M | 0.16% | 00.0% | Unchanged |