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, Q1 2023
Institutional positions in Broadcom Inc. as of Mar 31, 2023. 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
- 2,209
- +112 vs. Q4 2022
- Shares held
- 373.4M
- +35.4M (+10.5%) vs. Q4 2022
- Total value
- $214.8B
- +$25.9B (+13.7%) vs. Q4 2022
- New holders
- 210
- 984 more added
- Sold out
- 98
- 796 more reduced
49 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Broadcom Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Magnus Financial Group LLC | 1,788 | $1.15M | 0.17% | −38−2.1% | Reduced |
| Cutter & CO Brokerage, Inc. | 1,796 | $1.15M | 0.36% | +491+37.6% | Added |
| Cullinan Associates Inc | 1,800 | $1.15M | 0.07% | −194−9.7% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 1,803 | $1.16M | 0.06% | −192−9.6% | Reduced |
| West Branch Capital LLC | 1,804 | $1.16M | 0.65% | +1,804 | New |
| Portman Square Capital LLP | 1,818 | $1.17M | 0.29% | −913−33.4% | Reduced |
| Jupiter Wealth Management LLC | 1,826 | $1.17M | 1.08% | −650−26.3% | Reduced |
| Foundations Investment Advisors, LLC | 1,827 | $1.17M | 0.04% | +361+24.6% | Added |
| Doliver Advisors, LP | 1,832 | $1.18M | 0.37% | +72+4.1% | Added |
| Davidson Capital Management Inc. | 1,836 | $1.18M | 0.72% | −770−29.5% | Reduced |
| Bessemer Securities LLC | 1,838 | $1.18M | 0.55% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 1,839 | $1.18M | 0.41% | −1,640−47.1% | Reduced |
| MTM Investment Management, LLC | 1,839 | $1.18M | 0.61% | +27+1.5% | Added |
| IAM Advisory, LLC | 1,840 | $1.18M | 0.41% | +1,840 | New |
| Trust Co of Vermont | 1,841 | $1.18M | 0.08% | +320+21.0% | Added |
| Asset Allocation & Management Company, LLC | 1,847 | $1.19M | 0.48% | −262−12.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,871 | $1.19M | 0.02% | +656+54.0% | Added |
| Orca Investment Management, LLC | 1,857 | $1.19M | 1.46% | −16−0.9% | Reduced |
| Innovis Asset Management LLC | 1,857 | $1.19M | 0.48% | +86+4.9% | Added |
| Fortis Capital Management LLC | 1,862 | $1.19M | 0.48% | +153+9.0% | Added |
| Syntal Capital Partners, LLC | 1,866 | $1.20M | 0.44% | −211−10.2% | Reduced |
| Brookfield Asset Management Inc. | 1,890 | $1.21M | 0.00% | −7,785−80.5% | Reduced |
| CSU Producer Resources, Inc. | 1,900 | $1.22M | 4.54% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,921 | $1.23M | 1.08% | +1,921 | New |
| Institutional & Family Asset Management, LLC | 1,935 | $1.24M | 0.21% | +63+3.4% | Added |
| Waldron Private Wealth LLC | 1,936 | $1.24M | 0.06% | +247+14.6% | Added |
| Chesapeake Wealth Management | 1,949 | $1.25M | 0.52% | +103+5.6% | Added |
| Wedmont Private Capital | 1,997 | $1.25M | 0.17% | +315+18.7% | Added |
| Csenge Advisory Group | 1,962 | $1.26M | 0.09% | −142−6.7% | Reduced |
| Claro Advisors LLC | 1,968 | $1.26M | 0.37% | +27+1.4% | Added |
| Zhang Financial LLC | 1,971 | $1.26M | 0.14% | +6+0.3% | Added |
| Brandywine Oak Private Wealth LLC | 1,973 | $1.27M | 0.15% | −35−1.7% | Reduced |
| Hanlon Investment Management, Inc. | 1,979 | $1.27M | 0.38% | +1,979 | New |
| Retirement Planning Co of New England, Inc. | 1,985 | $1.27M | 0.77% | −16−0.8% | Reduced |
| Monument Capital Management | 1,996 | $1.28M | 0.43% | +770+62.8% | Added |
| Lumina Fund Management LLC | 2,000 | $1.28M | 0.60% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 2,000 | $1.28M | 0.86% | +2,000 | New |
| Concord Wealth Partners | 2,002 | $1.28M | 0.36% | +163+8.9% | Added |
| Wealthcare Advisory Partners LLC | 2,003 | $1.28M | 0.06% | −129−6.1% | Reduced |
| Rehmann Capital Advisory Group | 2,004 | $1.29M | 0.12% | −3−0.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,007 | $1.29M | 0.17% | +31+1.6% | Added |
| CRA Financial Services, LLC | 2,011 | $1.29M | 0.38% | 00.0% | Unchanged |
| World Equity Group, Inc. | 35,521 | $1.30M | 0.22% | +35,014+6,906.1% | Added |
| Taylor & Morgan Wealth Management, LLC | 2,027 | $1.30M | 1.13% | −26−1.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 2,035 | $1.31M | 0.42% | −84−4.0% | Reduced |
| Northern Financial Advisors Inc | 2,036 | $1.31M | 1.23% | +2,036 | New |
| Laidlaw Wealth Management LLC | 2,038 | $1.31M | 0.27% | −2−0.1% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 2,041 | $1.31M | 0.78% | +347+20.5% | Added |
| Abbrea Capital, LLC | 2,042 | $1.31M | 0.22% | +100+5.1% | Added |
| Cravens & Co Advisors, LLC | 2,050 | $1.32M | 1.23% | +52+2.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,058 | $1.32M | 0.02% | −3−0.1% | Reduced |
| 44 Wealth Management LLC | 2,060 | $1.32M | 0.45% | +70+3.5% | Added |
| Analyst IMS Investment Management Services Ltd. | 2,087 | $1.32M | 0.10% | −98−4.5% | Reduced |
| Abound Wealth Management | 2,067 | $1.33M | 0.59% | +2,027+5,067.5% | Added |
| Mendel Money Management | 2,069 | $1.33M | 0.72% | +10+0.5% | Added |
| Wealthsource Partners, LLC | 2,076 | $1.33M | 0.09% | +10.0% | Added |
| Left Brain Wealth Management, LLC | 2,157 | $1.35M | 0.92% | +2,157 | New |
| Arete Wealth Advisors, LLC | 2,108 | $1.35M | 0.11% | −12−0.6% | Reduced |
| Vise Technologies, Inc. | 2,113 | $1.36M | 0.36% | +310+17.2% | Added |
| SkyOak Wealth, LLC | 2,126 | $1.36M | 0.42% | +51+2.5% | Added |
| Lavaca Capital LLC | 2,132 | $1.37M | 0.32% | −17−0.8% | Reduced |
| Lederer & Associates Investment Counsel | 2,133 | $1.37M | 1.06% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2,148 | $1.38M | 0.53% | +169+8.5% | Added |
| Forza Wealth Management, LLC | 2,160 | $1.39M | 0.71% | +2,160 | New |
| Sabadell Asset Management, S.A S.G.I.I.C | 2,221 | $1.40M | 0.30% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,188 | $1.40M | 0.21% | −3−0.1% | Reduced |
| Godsey & Gibb Associates | 2,190 | $1.40M | 0.16% | +2,130+3,550.0% | Added |
| Providence Wealth Advisors, LLC | 2,234 | $1.41M | 1.04% | −7−0.3% | Reduced |
| Greenwood Capital Associates LLC | 2,212 | $1.42M | 0.20% | +4+0.2% | Added |
| Lifeworks Advisors, LLC | 2,217 | $1.42M | 0.67% | −427−16.1% | Reduced |
| Eudaimonia Partners, LLC | 2,231 | $1.43M | 0.35% | +43+2.0% | Added |
| J.W. Cole Advisors, Inc. | 2,235 | $1.43M | 0.10% | +92+4.3% | Added |
| Benchmark Investment Advisors LLC | 2,238 | $1.44M | 1.47% | −123−5.2% | Reduced |
| Great Lakes Retirement, Inc. | 2,245 | $1.44M | 0.27% | +189+9.2% | Added |
| SRN Advisors, LLC | 2,273 | $1.44M | 1.32% | −9−0.4% | Reduced |
| Birinyi Associates Inc | 2,250 | $1.44M | 0.60% | +900+66.7% | Added |
| Boston Trust Walden Corp | 2,255 | $1.45M | 0.01% | 00.0% | Unchanged |
| Summit Financial, LLC | 2,262 | $1.45M | 0.13% | +93+4.3% | Added |
| Chesapeake Asset Management LLC | 2,264 | $1.45M | 1.33% | +2,264 | New |
| Camarda Financial Advisors, LLC | 2,266 | $1.45M | 1.09% | +414+22.4% | Added |
| Cedar Brook Financial Partners, LLC | 2,268 | $1.46M | 0.37% | +212+10.3% | Added |
| Westside Investment Management, Inc. | 2,268 | $1.46M | 0.43% | −30−1.3% | Reduced |
| Wellington Shields Capital Management, LLC | 2,270 | $1.46M | 0.18% | +10.0% | Added |
| Vantage Financial Partners Ltd., Inc. | 2,285 | $1.47M | 0.87% | 00.0% | Unchanged |
| Cypress Capital Group | 2,287 | $1.47M | 0.23% | +96+4.4% | Added |
| Cim Investment Mangement Inc | 2,290 | $1.47M | 0.54% | +99+4.5% | Added |
| TrinityPoint Wealth, LLC | 2,296 | $1.47M | 0.32% | −64−2.7% | Reduced |
| Marshall Financial Group LLC | 2,298 | $1.47M | 0.53% | +1,320+135.0% | Added |
| FinTrust Capital Advisors, LLC | 2,640 | $1.48M | 0.36% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 2,305 | $1.48M | 0.26% | +111+5.1% | Added |
| Magnolia Capital Advisors LLC | 2,309 | $1.48M | 0.76% | +195+9.2% | Added |
| Mayflower Financial Advisors, LLC | 2,319 | $1.49M | 0.20% | +35+1.5% | Added |
| Argus Investors' Counsel, Inc. | 2,320 | $1.49M | 1.13% | 00.0% | Unchanged |
| Arjuna Capital | 2,328 | $1.49M | 0.59% | +1,870+408.3% | Added |
| Guinness Atkinson Asset Management Inc | 2,330 | $1.49M | 0.84% | +19+0.8% | Added |
| Intrua Financial, LLC | 2,370 | $1.50M | 0.31% | +99+4.4% | Added |
| Green Alpha Advisors, LLC | 2,334 | $1.50M | 1.05% | +84+3.7% | Added |
| Tradition Wealth Management, LLC | 2,346 | $1.50M | 0.19% | +700+42.5% | Added |
| Procyon Private Wealth Partners, LLC | 2,353 | $1.51M | 0.25% | +469+24.9% | Added |
| Hollencrest Capital Management | 2,359 | $1.51M | 0.16% | +820+53.3% | Added |