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 |
|---|---|---|---|---|---|
| New Hampshire Trust | 3,862 | $2.48M | 0.66% | −597−13.4% | Reduced |
| Empower Advisory Group, LLC | 3,877 | $2.49M | 0.01% | +3,877 | New |
| Matrix Trust Co | 3,889 | $2.50M | 0.67% | +701+22.0% | Added |
| Baker Tilly Wealth Management, LLC | 3,891 | $2.50M | 0.28% | +104+2.7% | Added |
| F/M Investments LLC | 3,912 | $2.51M | 2.53% | +161+4.3% | Added |
| Moneta Group Investment Advisors LLC | 3,924 | $2.52M | 0.06% | +744+23.4% | Added |
| Heritage Trust Co | 3,928 | $2.52M | 0.40% | +399+11.3% | Added |
| Green Square Capital Advisors LLC | 3,928 | $2.52M | 0.34% | −321−7.6% | Reduced |
| Allen Investment Management LLC | 3,937 | $2.53M | 0.04% | +258+7.0% | Added |
| Johnson Financial Group, Inc. | 3,940 | $2.53M | 0.18% | +36+0.9% | Added |
| Ironwood Investment Counsel, LLC | 3,950 | $2.53M | 0.60% | −192−4.6% | Reduced |
| Mount Capital Ltd | 3,972 | $2.55M | 1.01% | −567−12.5% | Reduced |
| Evergreen Wealth Management, LLC | 3,975 | $2.55M | 2.26% | +57+1.5% | Added |
| 1st Source Bank | 3,976 | $2.55M | 0.17% | −38−0.9% | Reduced |
| Howard Capital Management Inc. | 3,977 | $2.55M | 0.44% | +3,977 | New |
| Meiji Yasuda Life Insurance Co | 3,978 | $2.55M | 0.05% | +1,401+54.4% | Added |
| DuPont Capital Management Corp | 3,980 | $2.55M | 0.12% | +26+0.7% | Added |
| Guardian Wealth Advisors, LLC | 4,003 | $2.57M | 0.45% | +1,531+61.9% | Added |
| Miracle Mile Advisors, LLC | 4,012 | $2.57M | 0.08% | −122−3.0% | Reduced |
| Jmac Enterprises LLC | 4,014 | $2.58M | 0.65% | +264+7.0% | Added |
| Royal Fund Management, LLC | 4,015 | $2.58M | 0.39% | −2,254−36.0% | Reduced |
| Ategra Capital Management, LLC | 4,016 | $2.58M | 1.44% | −65−1.6% | Reduced |
| Leonteq Securities AG | 4,039 | $2.59M | 0.24% | −3,277−44.8% | Reduced |
| Concentric Wealth Management, LLC | 4,045 | $2.60M | 0.86% | +120+3.1% | Added |
| MMBG Investment Advisors Co. | 4,055 | $2.60M | 0.33% | −2,270−35.9% | Reduced |
| Eagle Harbor Asset Management Inc | 4,067 | $2.61M | 3.54% | −143−3.4% | Reduced |
| Valeo Financial Advisors, LLC | 4,083 | $2.62M | 0.13% | +1,247+44.0% | Added |
| Tealwood Asset Management Inc | 4,092 | $2.63M | 1.34% | −1,121−21.5% | Reduced |
| Quantum Private Wealth, LLC | 4,104 | $2.63M | 1.43% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 4,109 | $2.64M | 1.26% | −20.0% | Reduced |
| Birch Hill Investment Advisors LLC | 4,120 | $2.64M | 0.16% | −155−3.6% | Reduced |
| RSM US Wealth Management LLC | 4,121 | $2.64M | 0.09% | +2,983+262.1% | Added |
| Farmers National Bank | 4,164 | $2.67M | 0.95% | +415+11.1% | Added |
| TCWP LLC | 4,176 | $2.68M | 0.51% | +199+5.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,185 | $2.69M | 0.16% | −1,367−24.6% | Reduced |
| Private Trust Co NA | 4,187 | $2.69M | 0.37% | +207+5.2% | Added |
| Capital Investment Advisory Services, LLC | 4,187 | $2.69M | 0.32% | −171−3.9% | Reduced |
| Wealth Alliance | 4,189 | $2.69M | 0.44% | +73+1.8% | Added |
| Checchi Capital Advisers, LLC | 4,196 | $2.69M | 0.26% | −160−3.7% | Reduced |
| Capstone Investment Advisors, LLC | 4,198 | $2.69M | 0.08% | −25,282−85.8% | Reduced |
| Bluefin Capital Management, LLC | – | $2.69M | 0.38% | – | – |
| Dorsey Wright & Associates | 4,212 | $2.70M | 0.82% | +4,212 | New |
| Pacitti Group Inc. | 4,217 | $2.71M | 1.98% | +79+1.9% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 4,251 | $2.73M | 0.83% | +831+24.3% | Added |
| 9258 Wealth Management, LLC | 4,261 | $2.73M | 0.55% | −3−0.1% | Reduced |
| Capstone Wealth Management Group, LLC | 4,269 | $2.74M | 3.04% | −174−3.9% | Reduced |
| SYSTM Wealth Solutions LLC | 4,287 | $2.75M | 0.42% | −2,335−35.3% | Reduced |
| Morse Asset Management, Inc | 4,289 | $2.75M | 0.93% | +4+0.1% | Added |
| Peoples Financial Services Corp. | 4,331 | $2.78M | 1.30% | +262+6.4% | Added |
| Rothschild Investment Corp | 4,333 | $2.78M | 0.24% | −84−1.9% | Reduced |
| Human Investing LLC | 4,346 | $2.79M | 0.68% | +177+4.2% | Added |
| Nippon Life Global Investors Americas, Inc. | 4,360 | $2.80M | 0.18% | −810−15.7% | Reduced |
| Westmount Partners, LLC | 4,364 | $2.80M | 1.29% | +30+0.7% | Added |
| Argonautica Private Wealth Management, Inc | 4,369 | $2.80M | 1.41% | −926−17.5% | Reduced |
| Garrett Investment Advisors LLC | 4,373 | $2.81M | 0.44% | +136+3.2% | Added |
| Point72 Middle East FZE | 4,414 | $2.83M | 0.16% | −19,016−81.2% | Reduced |
| Balentine LLC | 4,421 | $2.84M | 0.10% | +537+13.8% | Added |
| Duff & Phelps Investment Management Co | 4,422 | $2.84M | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 4,443 | $2.85M | 0.39% | −43−1.0% | Reduced |
| Moseley Investment Management Inc | 4,462 | $2.86M | 1.86% | 00.0% | Unchanged |
| Cooper Financial Group | 4,467 | $2.87M | 0.77% | +258+6.1% | Added |
| GM Advisory Group, Inc. | 4,487 | $2.88M | 0.26% | −7−0.2% | Reduced |
| Clarius Group, LLC | 4,520 | $2.90M | 0.25% | −1,876−29.3% | Reduced |
| Phoenix Wealth Advisors | 4,536 | $2.91M | 1.80% | −1,049−18.8% | Reduced |
| Lee Financial Co | 4,545 | $2.92M | 0.50% | −579−11.3% | Reduced |
| Centre Asset Management, LLC | 4,561 | $2.93M | 0.71% | +4,561 | New |
| Flagship Harbor Advisors, LLC | 4,569 | $2.93M | 0.28% | +331+7.8% | Added |
| Fairbanks Capital Management, Inc. | 4,570 | $2.93M | 2.33% | +239+5.5% | Added |
| Mather Group, LLC. | 4,578 | $2.94M | 0.05% | +1,688+58.4% | Added |
| MidWestOne Financial Group, Inc. | 4,581 | $2.94M | 0.66% | −605−11.7% | Reduced |
| Walleye Capital LLC | 4,589 | $2.94M | 0.06% | −4,214−47.9% | Reduced |
| Liberty One Investment Management, LLC | 4,591 | $2.95M | 0.40% | +313+7.3% | Added |
| Centaurus Financial, Inc. | 4,597 | $2.95M | 0.24% | +126+2.8% | Added |
| EFG Asset Management (North America) Corp. | 4,605 | $2.95M | 0.65% | −787−14.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,296 | $2.96M | 0.05% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 4,620 | $2.96M | 0.08% | −1,284−21.7% | Reduced |
| TrimTabs Asset Management, LLC | 4,622 | $2.97M | 1.59% | +1,220+35.9% | Added |
| James Investment Research Inc | 4,630 | $2.97M | 0.39% | +4,630 | New |
| Strategic Advisors LLC | 4,634 | $2.97M | 0.60% | 00.0% | Unchanged |
| Teza Capital Management LLC | 4,644 | $2.98M | 0.64% | +2,164+87.3% | Added |
| Ingalls & Snyder LLC | 4,684 | $3.00M | 0.16% | +876+23.0% | Added |
| Unigestion Holding SA | 4,749 | $3.01M | 0.16% | −1,239−20.7% | Reduced |
| HB Wealth Management, LLC | 4,695 | $3.01M | 0.05% | +342+7.9% | Added |
| Wright Investors Service Inc | 4,718 | $3.03M | 0.86% | −3,057−39.3% | Reduced |
| Van Leeuwen & Company, LLC | 4,724 | $3.03M | 2.03% | −1,024−17.8% | Reduced |
| Americana Partners, LLC | 4,728 | $3.03M | 0.48% | +20+0.4% | Added |
| Selway Asset Management | 4,730 | $3.03M | 1.46% | −166−3.4% | Reduced |
| STF Management LP | 4,739 | $3.04M | 2.05% | +2,037+75.4% | Added |
| Doheny Asset Management | 4,766 | $3.06M | 2.75% | +1,006+26.8% | Added |
| Palouse Capital Management, Inc. | 4,779 | $3.07M | 2.07% | −2,874−37.6% | Reduced |
| Xcel Wealth Management, LLC | 4,793 | $3.07M | 1.08% | −629−11.6% | Reduced |
| Perigon Wealth Management, LLC | 4,797 | $3.08M | 0.17% | +35+0.7% | Added |
| EULAV Asset Management | 4,808 | $3.08M | 0.12% | −202−4.0% | Reduced |
| Edgestream Partners, L.P. | 4,815 | $3.09M | 0.34% | +1,841+61.9% | Added |
| Qtron Investments LLC | 4,826 | $3.10M | 0.64% | −366−7.0% | Reduced |
| Trust Asset Management LLC | 4,839 | $3.10M | 0.35% | +209+4.5% | Added |
| Symmetry Partners, LLC | 4,860 | $3.12M | 0.17% | +227+4.9% | Added |
| Cigna Investments Inc | 4,876 | $3.13M | 0.63% | −40−0.8% | Reduced |
| Mystic Asset Management, Inc. | 4,892 | $3.14M | 1.73% | −100−2.0% | Reduced |
| Graphene Investments SAS | 4,900 | $3.14M | 2.10% | −1,100−18.3% | Reduced |