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
- 2,208
- +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
- 795 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 |
|---|---|---|---|---|---|
| Impax Asset Management Group plc | 9,377 | $6.02M | 0.03% | −398−4.1% | Reduced |
| Thoroughbred Financial Services, LLC | 9,497 | $6.09M | 0.90% | −331−3.4% | Reduced |
| Moody National Bank Trust Division | 9,559 | $6.13M | 0.52% | +151+1.6% | Added |
| Baldwin Investment Management, LLC | 9,641 | $6.18M | 1.10% | −213−2.2% | Reduced |
| LMCG Investments, LLC | 9,669 | $6.20M | 0.41% | −126−1.3% | Reduced |
| Everence Capital Management Inc | 9,719 | $6.24M | 0.51% | +540+5.9% | Added |
| Lindbrook Capital, LLC | 9,724 | $6.24M | 0.73% | +249+2.6% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 9,737 | $6.25M | 2.18% | −1,070−9.9% | Reduced |
| FRG Family Wealth Advisors LLC | 9,743 | $6.25M | 1.43% | −114−1.2% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 9,744 | $6.25M | 3.33% | −382−3.8% | Reduced |
| Marietta Wealth Management, LLC | 9,752 | $6.26M | 1.33% | −922−8.6% | Reduced |
| Advocate Group LLC | 9,753 | $6.26M | 1.37% | +305+3.2% | Added |
| Boston Financial Mangement LLC | 9,785 | $6.28M | 0.25% | +22+0.2% | Added |
| Citizens National Bank Trust Department | 9,827 | $6.30M | 1.75% | −207−2.1% | Reduced |
| Legacy Private Trust Co. | 9,868 | $6.33M | 0.54% | −80−0.8% | Reduced |
| Western Wealth Management, LLC | 9,925 | $6.37M | 0.59% | +433+4.6% | Added |
| Bridges Investment Management Inc | 9,949 | $6.38M | 0.23% | +91+0.9% | Added |
| Congress Wealth Management LLC | 9,985 | $6.41M | 0.15% | −763−7.1% | Reduced |
| Carolina Wealth Advisors, LLC | 9,994 | $6.41M | 3.75% | +76+0.8% | Added |
| BOK Financial Private Wealth, Inc. | 10,011 | $6.42M | 0.52% | +262+2.7% | Added |
| Dean Investment Associates, LLC | 10,022 | $6.43M | 1.03% | +2,372+31.0% | Added |
| Capital Fund Management S.A. | 10,124 | $6.49M | 0.13% | +10,124 | New |
| Motley Fool Asset Management LLC | 10,137 | $6.50M | 0.72% | +124+1.2% | Added |
| Wealth Advisors of Tampa Bay, LLC | 10,155 | $6.51M | 3.73% | +50+0.5% | Added |
| Gunderson Capital Management Inc. | 10,166 | $6.52M | 4.84% | +10,166 | New |
| Albion Financial Group | 10,275 | $6.59M | 0.60% | −148−1.4% | Reduced |
| Stokes Capital Advisors, LLC | 10,317 | $6.62M | 2.25% | −233−2.2% | Reduced |
| Greenleaf Trust | 10,324 | $6.62M | 0.07% | +417+4.2% | Added |
| Lincoln National Corp | 10,353 | $6.64M | 0.14% | −259−2.4% | Reduced |
| Legato Capital Management LLC | 10,366 | $6.65M | 1.21% | −404−3.8% | Reduced |
| Hedeker Wealth, LLC | 10,378 | $6.66M | 2.37% | +755+7.8% | Added |
| Pallas Capital Advisors LLC | 10,500 | $6.66M | 0.62% | +772+7.9% | Added |
| Eagle Capital Management, LLC | 10,401 | $6.67M | 4.36% | −176−1.7% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,420 | $6.68M | 3.35% | −183−1.7% | Reduced |
| Country Club Bank | 10,555 | $6.69M | 0.55% | −6,672−38.7% | Reduced |
| Abn Amro Investment Solutions | 10,498 | $6.73M | 0.14% | +10,498 | New |
| Thompson Siegel & Walmsley LLC | 10,510 | $6.74M | 0.11% | −20.0% | Reduced |
| JB Capital LLC | 10,517 | $6.75M | 0.62% | +98+0.9% | Added |
| Belpointe Asset Management LLC | 10,564 | $6.78M | 0.37% | +899+9.3% | Added |
| Mutual Advisors, LLC | 10,574 | $6.78M | 0.28% | +49+0.5% | Added |
| John G Ullman & Associates Inc | 10,649 | $6.83M | 1.06% | −85−0.8% | Reduced |
| Credential Qtrade Securities Inc. | 10,664 | $6.84M | 0.45% | +424+4.1% | Added |
| Horizon Investments, LLC | 10,696 | $6.86M | 0.20% | −1,937−15.3% | Reduced |
| Congress Asset Management Co | 10,828 | $6.95M | 0.06% | −1,702−13.6% | Reduced |
| Hohimer Wealth Management, LLC | 10,900 | $6.99M | 2.02% | +888+8.9% | Added |
| Veritable, L.P. | 10,941 | $7.02M | 0.12% | +59+0.5% | Added |
| American National Bank | 10,945 | $7.02M | 1.30% | −228−2.0% | Reduced |
| Reliant Investment Management, LLC | 10,971 | $7.04M | 4.44% | −1,350−11.0% | Reduced |
| Koshinski Asset Management, Inc. | 10,976 | $7.04M | 0.69% | −142−1.3% | Reduced |
| Romano Brothers and Company | 11,098 | $7.12M | 1.10% | −588−5.0% | Reduced |
| Empirical Finance, LLC | 11,175 | $7.17M | 0.67% | +566+5.3% | Added |
| Summit Global Investments | 11,177 | $7.17M | 0.55% | +1,948+21.1% | Added |
| McKinley Carter Wealth Services, Inc. | 11,211 | $7.19M | 0.56% | +19+0.2% | Added |
| Goelzer Investment Management, Inc. | 11,245 | $7.21M | 0.63% | −487−4.2% | Reduced |
| Empowered Funds, LLC | 11,294 | $7.25M | 0.43% | +79+0.7% | Added |
| Banque Cantonale Vaudoise | 11,299 | $7.25M | 0.36% | +2,040+22.0% | Added |
| Stonnington Group, LLC | 11,671 | $7.29M | 1.90% | +605+5.5% | Added |
| Oak Ridge Investments LLC | 11,383 | $7.30M | 0.99% | −123−1.1% | Reduced |
| Principal Street Partners, LLC | 11,387 | $7.31M | 1.85% | −52−0.5% | Reduced |
| Independent Advisor Alliance | 11,459 | $7.35M | 0.35% | +15+0.1% | Added |
| Icon Wealth Partners, LLC | 11,467 | $7.36M | 0.80% | +11,467 | New |
| TruWealth Advisors, LLC | 11,535 | $7.40M | 0.68% | +366+3.3% | Added |
| CWM, LLC | 11,549 | $7.41M | 0.05% | +2,678+30.2% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 11,583 | $7.43M | 2.55% | +11,583 | New |
| Grimes & Company, Inc. | 11,604 | $7.44M | 0.31% | −12−0.1% | Reduced |
| Vancity Investment Management Ltd | 11,695 | $7.50M | 1.05% | −737−5.9% | Reduced |
| Caxton Associates LP | 11,741 | $7.53M | 1.20% | +11,741 | New |
| Cetera Advisors LLC | 11,826 | $7.59M | 0.13% | +51+0.4% | Added |
| GAM Holding AG | 11,831 | $7.59M | 0.53% | +1,330+12.7% | Added |
| Old Second National Bank of Aurora | 11,918 | $7.65M | 2.23% | −2,104−15.0% | Reduced |
| Siemens Fonds Invest GmbH | 11,926 | $7.65M | 0.80% | −404−3.3% | Reduced |
| Westwood Holdings Group Inc. | 11,964 | $7.67M | 0.07% | −6−0.1% | Reduced |
| Uniplan Investment Counsel, Inc. | 11,981 | $7.69M | 0.54% | +20+0.2% | Added |
| Schmidt P J Investment Management Inc | 12,443 | $7.70M | 1.61% | +7,751+165.2% | Added |
| Great Valley Advisor Group, Inc. | 12,078 | $7.75M | 0.36% | +3,009+33.2% | Added |
| Vestcor Inc | 12,128 | $7.78M | 0.28% | −36−0.3% | Reduced |
| Nilsine Partners, LLC | 12,140 | $7.79M | 1.22% | +12,140 | New |
| L & S Advisors Inc | 12,219 | $7.84M | 1.10% | +6,637+118.9% | Added |
| Aviance Capital Partners, LLC | 12,221 | $7.84M | 1.74% | +25+0.2% | Added |
| TD Private Client Wealth LLC | 12,378 | $7.94M | 0.36% | +232+1.9% | Added |
| Stonegate Investment Group, LLC | 12,409 | $7.96M | 0.30% | +166+1.4% | Added |
| Duncker Streett & Co Inc | 12,437 | $7.98M | 1.90% | +52+0.4% | Added |
| Tower Bridge Advisors | 12,576 | $8.07M | 0.66% | −225−1.8% | Reduced |
| SFE Investment Counsel | 13,243 | $8.11M | 2.51% | −510−3.7% | Reduced |
| Nicholas Investment Partners, LP | 12,651 | $8.12M | 0.62% | −1,811−12.5% | Reduced |
| Brown Brothers Harriman & Co | 12,654 | $8.12M | 0.07% | +216+1.7% | Added |
| Boston Partners | 12,660 | $8.12M | 0.01% | +1,359+12.0% | Added |
| Laffer Tengler Investments | 12,682 | $8.14M | 2.20% | +262+2.1% | Added |
| Visionary Wealth Advisors | 12,890 | $8.27M | 0.70% | −67−0.5% | Reduced |
| Nicholas Company, Inc. | 12,900 | $8.28M | 0.17% | −2,715−17.4% | Reduced |
| Mark Stevens | 12,965 | $8.32M | 1.07% | −1,381−9.6% | Reduced |
| South Dakota Investment Council | 12,977 | $8.32M | 0.18% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 13,058 | $8.38M | 0.01% | +410+3.2% | Added |
| Chartwell Investment Partners, LLC | 13,076 | $8.39M | 0.32% | −40−0.3% | Reduced |
| Premier Fund Managers Ltd | 13,285 | $8.42M | 0.33% | −401−2.9% | Reduced |
| Greystone Financial Group, LLC | 13,130 | $8.42M | 2.12% | −2,636−16.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 13,136 | $8.43M | 0.22% | +443+3.5% | Added |
| Argent Trust Co | 13,143 | $8.43M | 0.53% | −261−1.9% | Reduced |
| Woodmont Investment Counsel LLC | 13,259 | $8.51M | 0.91% | +185+1.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 13,293 | $8.53M | 0.89% | +117+0.9% | Added |