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 |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 510 | $327.3K | 0.04% | +43+9.2% | Added |
| Morris Retirement Advisors, LLC | 513 | $329.1K | 0.24% | −34−6.2% | Reduced |
| WMG Financial Advisors, LLC | 513 | $329.1K | 0.27% | +45+9.6% | Added |
| Univest Financial Corp | 514 | $329.8K | 0.10% | +144+38.9% | Added |
| Tompkins Financial Corp | 515 | $330.4K | 0.05% | 00.0% | Unchanged |
| Capital CS Group, LLC | 518 | $332.3K | 0.31% | +518 | New |
| Symmetry Peak Management LLC | 520 | $333.6K | 1.59% | +520 | New |
| Apexium Financial, LP | 521 | $334.2K | 0.03% | −51−8.9% | Reduced |
| Integrated Investment Consultants, LLC | 522 | $334.9K | 0.11% | −43−7.6% | Reduced |
| Core Wealth Partners LLC | 524 | $336.2K | 0.34% | −2,280−81.3% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 521 | $336.5K | 0.09% | +34+7.0% | Added |
| First National Bank of Omaha | 528 | $338.7K | 0.02% | 00.0% | Unchanged |
| Athena Investment Management | 528 | $338.7K | 0.24% | +34+6.9% | Added |
| Samalin Investment Counsel, LLC | 528 | $338.8K | 0.20% | −1−0.2% | Reduced |
| Rosenberg Matthew Hamilton | 531 | $340.7K | 0.11% | +16+3.1% | Added |
| Sargent Investment Group, LLC | 531 | $341.2K | 0.09% | −122−18.7% | Reduced |
| Corundum Group, Inc. | 532 | $341.3K | 0.16% | −75−12.4% | Reduced |
| Prentice Wealth Management LLC | 536 | $343.9K | 0.16% | +73+15.8% | Added |
| Thrive Wealth Management, LLC | 538 | $345.4K | 0.09% | +69+14.7% | Added |
| Sage Private Wealth Group, LLC | 539 | $346.3K | 0.40% | −42−7.2% | Reduced |
| AllSquare Wealth Management LLC | 545 | $349.6K | 0.23% | −200−26.8% | Reduced |
| One + One Wealth Management, LLC | 545 | $349.6K | 0.25% | −37−6.4% | Reduced |
| Investors Asset Management of Georgia Inc | 546 | $350.3K | 0.19% | 00.0% | Unchanged |
| TTP Investments, Inc. | 547 | $351.1K | 0.28% | +547 | New |
| Per Stirling Capital Management, LLC. | 548 | $351.3K | 0.08% | −171−23.8% | Reduced |
| Wealth Alliance Advisory Group, LLC | 549 | $352.2K | 0.13% | −21−3.7% | Reduced |
| Brainard Capital Management LLC | 549 | $352.4K | 0.27% | +4+0.7% | Added |
| Single Point Partners, LLC | 555 | $356.0K | 0.08% | +3+0.5% | Added |
| Excalibur Management Corp | 559 | $358.6K | 0.19% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 559 | $358.6K | 0.20% | +7+1.3% | Added |
| Simon Quick Advisors, LLC | 559 | $358.7K | 0.04% | +88+18.7% | Added |
| Brooks, Moore & Associates, Inc. | 560 | $359.0K | 0.26% | −35−5.9% | Reduced |
| Gs Investments, Inc. | 560 | $359.3K | 0.21% | +25+4.7% | Added |
| Callan Capital, LLC | 563 | $361.2K | 0.04% | −13−2.3% | Reduced |
| WBH Advisory Inc | 563 | $361.4K | 0.05% | +563 | New |
| SPC Financial, Inc. | 564 | $361.8K | 0.04% | +564 | New |
| Noesis Capital Mangement Corp | 565 | $362.0K | 0.09% | −12−2.1% | Reduced |
| SageView Advisory Group, LLC | 564 | $362.1K | 0.02% | +68+13.7% | Added |
| Fortitude Advisory Group L.L.C. | 565 | $362.5K | 0.28% | +10+1.8% | Added |
| Silvant Capital Management LLC | 567 | $363.8K | 0.02% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 567 | $363.8K | 0.07% | +141+33.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 568 | $364.4K | 0.17% | +19+3.5% | Added |
| Paladin Advisory Group, LLC | 568 | $364.4K | 0.30% | +568 | New |
| Synergy Financial Group, LTD | 571 | $366.3K | 0.60% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 572 | $367.0K | 0.14% | −981−63.2% | Reduced |
| Silver Oak Securities, Inc | 572 | $367.0K | 0.06% | +16+2.9% | Added |
| Braun-Bostich & Associates Inc. | 573 | $367.6K | 0.87% | +46+8.7% | Added |
| Guild Investment Management, Inc. | 574 | $368.5K | 0.57% | 00.0% | Unchanged |
| Renasant Bank | 575 | $368.9K | 0.29% | +195+51.3% | Added |
| Spouting Rock Asset Management, LLC | 576 | $369.5K | 0.13% | −710−55.2% | Reduced |
| Trail Ridge Investment Advisors, LLC | 576 | $369.5K | 0.24% | −86−13.0% | Reduced |
| Formidable Asset Management, LLC | 579 | $372.0K | 0.08% | −146−20.1% | Reduced |
| YHB Investment Advisors, Inc. | 581 | $372.7K | 0.04% | +5+0.9% | Added |
| Virtue Capital Management, LLC | 605 | $372.8K | 0.06% | +135+28.7% | Added |
| Cascade Investment Group, Inc. | 588 | $377.3K | 0.37% | +3+0.5% | Added |
| Centric Wealth Management | 589 | $378.0K | 0.16% | +1+0.2% | Added |
| BetterWealth, LLC | 589 | $378.1K | 0.15% | +4+0.7% | Added |
| Rathbone Brothers plc | 590 | $378.5K | 0.00% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 591 | $379.1K | 0.12% | −447−43.1% | Reduced |
| Silvia McColl Wealth Management, LLC | 593 | $380.4K | 0.38% | −9−1.5% | Reduced |
| Douglas Lane & Associates, LLC | 594 | $380.8K | 0.01% | −10−1.7% | Reduced |
| Sandy Spring Bank | 594 | $381.1K | 0.02% | −13−2.1% | Reduced |
| First Manhattan Co | 594 | $381.1K | 0.00% | −128−17.7% | Reduced |
| Townsend Asset Management Corp | 594 | $381.2K | 0.20% | −11−1.8% | Reduced |
| Waypoint Capital Advisors, LLC | 594 | $381.3K | 0.12% | −3−0.5% | Reduced |
| Valmark Advisers, Inc. | 596 | $382.6K | 0.01% | +91+18.0% | Added |
| Indie Asset Partners, LLC | 598 | $383.9K | 0.45% | −10−1.6% | Reduced |
| SevenBridge Financial Group, LLC | 600 | $385.0K | 0.11% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 601 | $385.3K | 0.23% | +36+6.4% | Added |
| Main Street Research LLC | 603 | $386.8K | 0.08% | +47+8.5% | Added |
| C2C Wealth Management, LLC | 628 | $387.4K | 0.06% | +50+8.7% | Added |
| TAP Consulting, LLC | 605 | $388.2K | 0.10% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 606 | $388.8K | 0.11% | −3−0.5% | Reduced |
| BCJ Capital Management, LLC | 606 | $388.8K | 0.04% | +606 | New |
| Talisman Wealth Advisors LLC | 606 | $389.0K | 0.70% | +184+43.6% | Added |
| Hoey Investments, Inc | 608 | $390.1K | 0.15% | −151−19.9% | Reduced |
| Colonial Trust Co | 613 | $393.3K | 0.10% | −19−3.0% | Reduced |
| Pathway Financial Advisors LLC | 613 | $393.3K | 0.13% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 614 | $393.9K | 0.06% | −20−3.2% | Reduced |
| Ten Capital Wealth Advisors, LLC | 614 | $393.9K | 0.13% | +499+433.9% | Added |
| TRUE Private Wealth Advisors | 614 | $394.0K | 0.06% | −14−2.2% | Reduced |
| 1620 Investment Advisors, Inc. | 615 | $394.5K | 0.48% | +615 | New |
| Vicus Capital | 615 | $394.8K | 0.04% | +111+22.0% | Added |
| Paces Ferry Wealth Advisors, LLC | 616 | $395.0K | 0.32% | +12+2.0% | Added |
| KMG Fiduciary Partners, LLC | 621 | $398.4K | 0.06% | −17−2.7% | Reduced |
| Tru Independence Asset Management 2, LLC | 623 | $399.8K | 0.40% | +623 | New |
| Financial Management Professionals, Inc. | 624 | $400.0K | 0.08% | −53−7.8% | Reduced |
| Insight Folios Inc | 624 | $400.2K | 0.18% | 00.0% | Unchanged |
| Charter Trust Co | 625 | $401.0K | 0.03% | −80−11.3% | Reduced |
| Aprio Wealth Management, LLC | 625 | $401.2K | 0.12% | +219+53.9% | Added |
| Horizon Family Wealth, Inc. | 627 | $402.7K | 0.43% | −39−5.9% | Reduced |
| American Trust | 628 | $402.9K | 0.03% | +23+3.8% | Added |
| Gladius Capital Management LP | 628 | $402.9K | 0.12% | +152+31.9% | Added |
| Paulson Wealth Management Inc. | 629 | $403.5K | 0.18% | +13+2.1% | Added |
| Kades & Cheifetz LLC | 629 | $403.6K | 0.32% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 630 | $404.2K | 0.15% | −342−35.2% | Reduced |
| Park Place Capital Corp | 636 | $408.0K | 0.11% | +17+2.7% | Added |
| Cornerstone Wealth Management, LLC | 638 | $409.2K | 0.04% | +638 | New |
| Trust Co of Toledo NA | 640 | $410.6K | 0.07% | +14+2.2% | Added |
| LexAurum Advisors, LLC | 643 | $412.5K | 0.14% | −90−12.3% | Reduced |