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 |
|---|---|---|---|---|---|
| Providence Wealth Advisors, LLC | 2,241 | $1.24M | 0.92% | +15+0.7% | Added |
| Caldwell Trust Co | 2,209 | $1.24M | 0.17% | −64−2.8% | Reduced |
| Greenwood Capital Associates LLC | 2,208 | $1.23M | 0.20% | +251+12.8% | Added |
| Grove Bank & Trust | 2,206 | $1.23M | 0.27% | −868−28.2% | Reduced |
| Savant Capital, LLC | 2,297 | $1.23M | 0.03% | +214+10.3% | Added |
| Oxbow Advisors, LLC | 2,194 | $1.23M | 0.23% | −144−6.2% | Reduced |
| Harbor Investment Advisory, LLC | 2,191 | $1.23M | 0.19% | −64−2.8% | Reduced |
| Cim Investment Mangement Inc | 2,191 | $1.23M | 0.48% | −53−2.4% | Reduced |
| Cypress Capital Group | 2,191 | $1.23M | 0.18% | +1,639+296.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 2,190 | $1.22M | 0.10% | +885+67.8% | Added |
| YorkBridge Wealth Partners, LLC | 2,189 | $1.22M | 0.31% | +38+1.8% | Added |
| Eudaimonia Partners, LLC | 2,188 | $1.22M | 0.30% | −50−2.2% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 2,185 | $1.22M | 0.10% | 00.0% | Unchanged |
| Summit Financial, LLC | 2,169 | $1.21M | 0.11% | +416+23.7% | Added |
| Traynor Capital Management, Inc. | 2,145 | $1.20M | 0.21% | +1,011+89.2% | Added |
| J.W. Cole Advisors, Inc. | 2,143 | $1.20M | 0.09% | −307−12.5% | Reduced |
| Lavaca Capital LLC | 2,149 | $1.20M | 0.47% | −45−2.1% | Reduced |
| BNC Wealth Management, LLC | 2,137 | $1.19M | 0.71% | +10+0.5% | Added |
| Lederer & Associates Investment Counsel | 2,133 | $1.19M | 0.98% | −40−1.8% | Reduced |
| Wealthcare Advisory Partners LLC | 2,132 | $1.19M | 0.06% | +453+27.0% | Added |
| Arete Wealth Advisors, LLC | 2,120 | $1.19M | 0.11% | +221+11.6% | Added |
| Community Bank & Trust, Waco, Texas | 2,119 | $1.19M | 0.39% | −11−0.5% | Reduced |
| Magnolia Capital Advisors LLC | 2,114 | $1.18M | 0.79% | −841−28.5% | Reduced |
| Asset Allocation & Management Company, LLC | 2,109 | $1.18M | 0.46% | −529−20.1% | Reduced |
| Csenge Advisory Group | 2,104 | $1.18M | 0.09% | −213−9.2% | Reduced |
| Gyon Technologies Capital Management, LP | 2,098 | $1.17M | 0.44% | −4,656−68.9% | Reduced |
| Syntal Capital Partners, LLC | 2,077 | $1.16M | 0.46% | +179+9.4% | Added |
| SkyOak Wealth, LLC | 2,075 | $1.16M | 0.39% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 2,075 | $1.16M | 0.08% | −188−8.3% | Reduced |
| Mizuho Markets Cayman LP | 2,073 | $1.16M | 0.16% | −6,800−76.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,061 | $1.15M | 0.01% | −14−0.7% | Reduced |
| Mendel Money Management | 2,059 | $1.15M | 0.66% | +51+2.5% | Added |
| Great Lakes Retirement, Inc. | 2,056 | $1.15M | 0.29% | +2,056 | New |
| Cedar Brook Financial Partners, LLC | 2,056 | $1.15M | 0.32% | +169+9.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,055 | $1.15M | 0.09% | +38+1.9% | Added |
| Taylor & Morgan Wealth Management, LLC | 2,053 | $1.15M | 1.08% | −20−1.0% | Reduced |
| Laidlaw Wealth Management LLC | 2,040 | $1.14M | 0.24% | +50+2.5% | Added |
| Lakeview Capital Partners, LLC | 1,957 | $1.14M | 0.36% | +100+5.4% | Added |
| ICICI Prudential Asset Management Co Ltd | 2,034 | $1.14M | 0.18% | +547+36.8% | Added |
| CRA Financial Services, LLC | 2,011 | $1.12M | 0.37% | +71+3.7% | Added |
| Brandywine Oak Private Wealth LLC | 2,008 | $1.12M | 0.14% | −104−4.9% | Reduced |
| Rehmann Capital Advisory Group | 2,007 | $1.12M | 0.12% | −42−2.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 2,001 | $1.12M | 0.73% | +44+2.2% | Added |
| Shelton Capital Management | 2,000 | $1.12M | 0.12% | −39,591−95.2% | Reduced |
| Lumina Fund Management LLC | 2,000 | $1.12M | 0.56% | 00.0% | Unchanged |
| Cravens & Co Advisors, LLC | 1,998 | $1.12M | 1.03% | +1,998 | New |
| IPG Investment Advisors LLC | 1,995 | $1.12M | 0.31% | +970+94.6% | Added |
| Cullinan Associates Inc | 1,994 | $1.11M | 0.06% | +794+66.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 1,995 | $1.11M | 0.06% | +1,995 | New |
| Jackson Hole Capital Partners, LLC | 1,990 | $1.11M | 0.33% | +108+5.7% | Added |
| 44 Wealth Management LLC | 1,990 | $1.11M | 0.38% | −74−3.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 1,979 | $1.11M | 0.46% | +396+25.0% | Added |
| Transamerica Financial Advisors, Inc. | 1,976 | $1.10M | 0.16% | +250+14.5% | Added |
| 3Chopt Investment Partners, LLC | 1,966 | $1.10M | 0.60% | +1,966 | New |
| Zhang Financial LLC | 1,965 | $1.10M | 0.14% | +641+48.4% | Added |
| Sanders Morris Harris LLC | 1,964 | $1.10M | 0.42% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 1,942 | $1.09M | 0.20% | +160+9.0% | Added |
| Claro Advisors LLC | 1,941 | $1.09M | 0.35% | +150+8.4% | Added |
| Key Financial Inc | 2,427 | $1.08M | 0.51% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 1,914 | $1.07M | 0.09% | +187+10.8% | Added |
| CSU Producer Resources, Inc. | 1,900 | $1.06M | 3.99% | 00.0% | Unchanged |
| Seascape Capital Management | 1,887 | $1.05M | 0.58% | −5−0.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,884 | $1.05M | 0.19% | +1,136+151.9% | Added |
| Orca Investment Management, LLC | 1,873 | $1.05M | 1.33% | −6−0.3% | Reduced |
| Institutional & Family Asset Management, LLC | 1,872 | $1.05M | 0.18% | −15−0.8% | Reduced |
| Albar Capital Ltd | 1,867 | $1.04M | 0.39% | −17,991−90.6% | Reduced |
| San Luis Wealth Advisors LLC | 1,859 | $1.04M | 0.97% | +672+56.6% | Added |
| Camarda Financial Advisors, LLC | 1,852 | $1.04M | 1.05% | +608+48.9% | Added |
| Chesapeake Wealth Management | 1,846 | $1.03M | 0.45% | +301+19.5% | Added |
| Concord Wealth Partners | 1,839 | $1.03M | 0.31% | −507−21.6% | Reduced |
| Ami Asset Management Corp | 1,839 | $1.03M | 0.07% | +328+21.7% | Added |
| Bessemer Securities LLC | 1,838 | $1.03M | 0.46% | +644+53.9% | Added |
| Magnus Financial Group LLC | 1,826 | $1.02M | 0.17% | −32−1.7% | Reduced |
| MTM Investment Management, LLC | 1,812 | $1.01M | 0.53% | +116+6.8% | Added |
| Main Street Financial Solutions, LLC | 1,797 | $1.01M | 0.16% | +1,176+189.4% | Added |
| Vise Technologies, Inc. | 1,803 | $1.01M | 0.32% | +470+35.3% | Added |
| Davis R M Inc | 1,793 | $1.00M | 0.03% | +106+6.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,791 | $1.00M | 0.18% | −515−22.3% | Reduced |
| Buckley Wealth Management, LLC | 1,786 | $998.9K | 0.36% | +3+0.2% | Added |
| Innovis Asset Management LLC | 1,771 | $990.2K | 0.45% | +1,771 | New |
| Wedmont Private Capital | 1,682 | $989.7K | 0.15% | −118−6.6% | Reduced |
| Cookson Peirce & Co Inc | 1,767 | $988.0K | 0.06% | +315+21.7% | Added |
| Highview Capital Management LLC | 1,766 | $987.4K | 0.60% | −528−23.0% | Reduced |
| Geller Advisors LLC | 1,762 | $985.2K | 0.17% | +10+0.6% | Added |
| Doliver Advisors, LP | 1,760 | $984.1K | 0.32% | −16−0.9% | Reduced |
| Core Alternative Capital | 1,760 | $984.1K | 0.13% | −1,158−39.7% | Reduced |
| E&G Advisors, LP | 1,760 | $984.1K | 0.37% | −200−10.2% | Reduced |
| Lyell Wealth Management, LP | 1,758 | $983.0K | 0.16% | +285+19.3% | Added |
| Creegan & Nassoura Financial Group, LLC | 1,755 | $981.3K | 0.77% | −13−0.7% | Reduced |
| Meridian Wealth Advisors, LLC | 1,747 | $976.9K | 0.25% | −3,897−69.0% | Reduced |
| Crumly & Associates Inc. | 1,739 | $972.3K | 0.37% | +147+9.2% | Added |
| TD Ameritrade Investment Management, LLC | 1,734 | $970.0K | 0.01% | −751−30.2% | Reduced |
| Virtus ETF Advisers LLC | 1,719 | $961.1K | 0.50% | +407+31.0% | Added |
| Fortis Capital Management LLC | 1,709 | $955.4K | 0.71% | −50−2.8% | Reduced |
| PDT Partners, LLC | 1,700 | $950.5K | 0.15% | −2,300−57.5% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 1,694 | $947.2K | 0.60% | +105+6.6% | Added |
| VisionPoint Advisory Group, LLC | 1,573 | $945.7K | 0.39% | −458−22.6% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,687 | $943.2K | 0.29% | +281+20.0% | Added |
| Bard Financial Services, Inc. | 1,675 | $937.0K | 0.08% | +450+36.7% | Added |
| Eqis Capital Management, Inc. | 1,673 | $935.5K | 0.11% | −348−17.2% | Reduced |