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; 4,853 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 | 4,853 | $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 |
|---|---|---|---|---|---|
| Johnson Midwest Financial, LLC | 65 | $41.9K | 0.06% | +3+4.8% | Added |
| Tucker Asset Management LLC | 67 | $43.0K | 0.01% | +3+4.7% | Added |
| First Personal Financial Services | 68 | $43.6K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 70 | $44.7K | 0.02% | +38+118.8% | Added |
| Knott David M Jr | 71 | $46.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 72 | $46.2K | 0.03% | +13+22.0% | Added |
| BDO Wealth Advisors, LLC | 73 | $46.7K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 77 | $47.7K | 0.03% | +10+14.9% | Added |
| Norwood Financial Corp | 75 | $48.1K | 0.08% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 75 | $48.1K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 78 | $50.0K | 0.05% | +78 | New |
| Annapolis Financial Services, LLC | 79 | $50.7K | 0.02% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 79 | $50.9K | 0.03% | +10+14.5% | Added |
| Vigilant Capital Management, LLC | 79 | $51.0K | 0.00% | −39−33.1% | Reduced |
| Centerpoint Advisors, LLC | 79 | $51.0K | 0.02% | +79 | New |
| Ofi Invest Asset Management | 33,717,418 | $52.6K | 0.27% | +33,717,418 | New |
| Financial Freedom, LLC | 82 | $52.6K | 0.04% | −68−45.3% | Reduced |
| MUFG Securities EMEA plc | 82 | $53.0K | 0.00% | −360−81.4% | Reduced |
| Colonial Trust Advisors | 84 | $53.9K | 0.01% | +3+3.7% | Added |
| Global Financial Private Client, LLC | 84 | $54.0K | 0.03% | +40+90.9% | Added |
| City Holding Co | 85 | $54.5K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 100 | $56.0K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 90 | $56.0K | 0.04% | −10−10.0% | Reduced |
| Register Financial Advisors LLC | 87 | $56.3K | 0.04% | −46−34.6% | Reduced |
| First Community Trust NA | 89 | $57.1K | 0.07% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 90 | $57.7K | 0.04% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 94 | $60.3K | 0.03% | −100−51.5% | Reduced |
| Turim 21 Investimentos Ltda. | 94 | $60.3K | 0.06% | 00.0% | Unchanged |
| Red Tortoise LLC | 98 | $62.9K | 0.04% | −3−3.0% | Reduced |
| LSV Asset Management | 100 | $64.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 100 | $64.2K | 0.01% | −10−9.1% | Reduced |
| Park Circle Co | 100 | $64.2K | 0.06% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 100 | $64.2K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 102 | $65.0K | 0.02% | +60+142.9% | Added |
| McIlrath & Eck, LLC | 102 | $65.4K | 0.02% | +2+2.0% | Added |
| Bell Investment Advisors, Inc | 102 | $65.4K | 0.02% | +3+3.0% | Added |
| Clearview Wealth Advisors LLC | 105 | $67.4K | 0.07% | −16−13.2% | Reduced |
| Lansing Street Advisors | 108 | $69.1K | 0.04% | −2−1.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 109 | $70.0K | 0.06% | −25−18.7% | Reduced |
| Solstein Capital, LLC | 112 | $71.9K | 0.06% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 114 | $73.1K | 0.01% | −150−56.8% | Reduced |
| Orion Capital Management LLC | 115 | $73.8K | 0.05% | −21−15.4% | Reduced |
| Tacita Capital Inc | 115 | $74.0K | 0.06% | +30+35.3% | Added |
| Heritage Wealth Advisors | 117 | $75.1K | 0.00% | +25+27.2% | Added |
| Northwest Investment Counselors, LLC | 118 | $75.6K | 0.02% | −95−44.6% | Reduced |
| North Star Investment Management Corp. | 120 | $77.0K | 0.01% | +1+0.8% | Added |
| RFP Financial Group LLC | 127 | $81.5K | 0.09% | +5+4.1% | Added |
| Bamco Inc | 128 | $82.1K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 128 | $82.3K | 0.04% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 129 | $82.9K | 0.01% | +48+59.3% | Added |
| Bay Harbor Wealth Management, LLC | 134 | $86.0K | 0.04% | +17+14.5% | Added |
| Retirement Group, LLC | 222 | $87.0K | 0.04% | +7+3.3% | Added |
| Arrow Financial Corp | 137 | $87.9K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 139 | $89.2K | 0.06% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 147 | $91.1K | 0.03% | −4−2.6% | Reduced |
| JFS Wealth Advisors, LLC | 142 | $91.1K | 0.01% | +69+94.5% | Added |
| Hanson & Doremus Investment Management | 151 | $97.0K | 0.02% | +103+214.6% | Added |
| Pinnacle Bancorp, Inc. | 152 | $97.5K | 0.04% | −106−41.1% | Reduced |
| Certified Advisory Corp | 153 | $97.9K | 0.02% | +153 | New |
| Gables Capital Management Inc. | 153 | $98.2K | 0.07% | +4+2.7% | Added |
| Salem Investment Counselors Inc | 159 | $102.0K | 0.00% | +25+18.7% | Added |
| Atlantic Trust, LLC | 160 | $102.8K | 0.03% | +1+0.6% | Added |
| Lipe & Dalton | 160 | $103.0K | 0.06% | 00.0% | Unchanged |
| Lido Advisors, LLC | 33,972 | $108.6K | 0.00% | +7,076+26.3% | Added |
| PFG Private Wealth Management, LLC | 170 | $109.1K | 0.07% | −2−1.2% | Reduced |
| Pin Oak Investment Advisors Inc | 171 | $110.0K | 0.14% | +166+3,320.0% | Added |
| Carmichael Hill & Associates, Inc. | 172 | $110.5K | 0.06% | +1+0.6% | Added |
| Counterpoint Mutual Funds LLC | 177 | $113.6K | 0.10% | +177 | New |
| GeoWealth Management, LLC | 177 | $114.0K | 0.01% | +109+160.3% | Added |
| Bartlett & Co. LLC | 185 | $118.0K | 0.00% | −21−10.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 185 | $118.7K | 0.00% | −21−10.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 185 | $118.7K | 0.02% | −34−15.5% | Reduced |
| Earnest Partners LLC | 186 | $119.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 194 | $124.5K | 0.04% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 195 | $125.1K | 0.11% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 196 | $125.7K | 0.01% | −9−4.4% | Reduced |
| Close Asset Management Ltd | 200 | $128.0K | 0.01% | 00.0% | Unchanged |
| Garde Capital, Inc. | 201 | $129.0K | 0.01% | −26−11.5% | Reduced |
| Dakota Community Bank & Trust NA | 202 | $129.6K | 0.80% | −5−2.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 205 | $131.5K | 0.07% | +25+13.9% | Added |
| MV Capital Management, Inc. | 205 | $131.5K | 0.02% | +43+26.5% | Added |
| Ellevest, Inc. | 210 | $134.7K | 0.01% | +6+2.9% | Added |
| Centiva Capital, LP | 213 | $136.6K | 0.01% | +212+21,200.0% | Added |
| Baldrige Asset Management LLC | 218 | $140.0K | 0.06% | +3+1.4% | Added |
| Caldwell Sutter Capital, Inc. | 226 | $145.0K | 0.11% | +226 | New |
| Mizuho Securities Co. Ltd. | 230 | $147.6K | 0.46% | +170+283.3% | Added |
| KB Financial Partners, LLC | 232 | $149.0K | 0.04% | −20−7.9% | Reduced |
| Catalyst Capital Advisors LLC | 239 | $153.3K | 0.00% | −77−24.4% | Reduced |
| Washington Trust Advisors, Inc. | 242 | $155.3K | 0.02% | −11−4.3% | Reduced |
| Beacon Capital Management, LLC | 245 | $157.2K | 0.05% | −154−38.6% | Reduced |
| Bogart Wealth, LLC | 246 | $157.8K | 0.01% | −30−10.9% | Reduced |
| Old North State Trust, LLC | 257 | $165.0K | 0.11% | 00.0% | Unchanged |
| First Command Bank | 264 | $169.4K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 264 | $169.4K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 265 | $169.7K | 0.02% | −6−2.2% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 274 | $175.8K | 0.06% | +3+1.1% | Added |
| Kozak & Associates, Inc. | 280 | $179.4K | 0.08% | +13+4.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 291 | $187.0K | 0.07% | +41+16.4% | Added |
| Atwood & Palmer Inc | 294 | $188.6K | 0.02% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 300 | $192.5K | 0.06% | 00.0% | Unchanged |