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 |
|---|---|---|---|---|---|
| American State Bank (Iowa) | 1,101 | $706.3K | 0.52% | +10+0.9% | Added |
| MBL Wealth, LLC | 1,102 | $707.0K | 0.11% | +7+0.6% | Added |
| Investment House LLC | 1,104 | $708.3K | 0.06% | +39+3.7% | Added |
| IPG Investment Advisors LLC | 1,105 | $708.9K | 0.16% | −890−44.6% | Reduced |
| Personal Cfo Solutions, LLC | 1,108 | $710.7K | 0.15% | +18+1.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,110 | $712.1K | 0.14% | +86+8.4% | Added |
| Montecito Bank & Trust | 1,111 | $712.8K | 0.17% | +44+4.1% | Added |
| Ascent Group, LLC | 1,121 | $719.2K | 0.08% | −275−19.7% | Reduced |
| First National Bank of Hutchinson | 1,121 | $719.2K | 0.57% | +38+3.5% | Added |
| Private Capital Management LLC | 1,126 | $722.4K | 0.22% | +1,126 | New |
| Stillwater Investment Management, LLC | 1,132 | $726.4K | 0.20% | +7+0.6% | Added |
| Gallacher Capital Management LLC | 1,133 | $726.9K | 0.44% | +1,133 | New |
| SignalPoint Asset Management, LLC | 1,133 | $727.0K | 0.24% | −82−6.7% | Reduced |
| FSM Wealth Advisors, LLC | 1,142 | $732.9K | 0.43% | +14+1.2% | Added |
| Oak Harvest Investment Services | 1,152 | $739.2K | 0.17% | −18−1.5% | Reduced |
| Girard Partners Ltd. | 1,154 | $740.5K | 0.08% | +39+3.5% | Added |
| Blueshift Asset Management, LLC | 1,156 | $741.6K | 0.31% | +1,156 | New |
| Brighton Jones LLC | 1,158 | $743.0K | 0.04% | +52+4.7% | Added |
| Saxon Interests, Inc. | 1,162 | $745.7K | 0.42% | +108+10.2% | Added |
| ETF Managers Group, LLC | 1,164 | $746.8K | 0.02% | +17+1.5% | Added |
| Perennial Investment Advisors, LLC | 1,166 | $748.7K | 0.14% | +110+10.4% | Added |
| BFT Financial Group, LLC | 1,169 | $749.8K | 0.11% | +1,169 | New |
| Peddock Capital Advisors, LLC | 1,173 | $752.5K | 0.26% | +176+17.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 1,174 | $753.0K | 0.01% | +1,174 | New |
| Mirador Capital Partners LP | 1,174 | $753.2K | 0.18% | +8+0.7% | Added |
| XML Financial, LLC | 1,174 | $753.3K | 0.09% | −18−1.5% | Reduced |
| GDS Wealth Management | 1,175 | $753.8K | 0.13% | −17−1.4% | Reduced |
| Fort Point Capital Partners LLC | 1,178 | $755.7K | 0.12% | +1+0.1% | Added |
| Stratos Wealth Advisors, LLC | 1,179 | $756.5K | 0.06% | −52−4.2% | Reduced |
| Journey Strategic Wealth LLC | 1,180 | $757.3K | 0.08% | −169−12.5% | Reduced |
| Inlet Private Wealth, LLC | 1,181 | $757.4K | 0.20% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,182 | $758.2K | 0.25% | +123+11.6% | Added |
| KC Investment Advisors, LLC | 1,183 | $759.0K | 0.71% | +1,183 | New |
| GoalVest Advisory LLC | 1,185 | $760.2K | 0.45% | +1,183+59,150.0% | Added |
| Ti-Trust, Inc | 1,185 | $760.2K | 0.71% | +10+0.9% | Added |
| VisionPoint Advisory Group, LLC | 1,247 | $761.0K | 0.34% | −326−20.7% | Reduced |
| Ted Buchan & Co | 1,192 | $764.7K | 0.64% | +19+1.6% | Added |
| KG&L Capital Management,LLC | 1,198 | $768.8K | 0.40% | −167−12.2% | Reduced |
| Financial Advocates Investment Management | 1,207 | $774.2K | 0.06% | +262+27.7% | Added |
| GraniteShares Advisors LLC | 1,209 | $775.6K | 0.69% | −60−4.7% | Reduced |
| Trust Co of Oklahoma | 1,210 | $776.3K | 0.30% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 1,217 | $780.8K | 0.24% | −19−1.5% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,218 | $781.0K | 0.05% | −62−4.8% | Reduced |
| New Jersey Better Educational Savings Trust | 1,225 | $785.9K | 2.13% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 1,226 | $786.5K | 0.16% | −25−2.0% | Reduced |
| Reuter James Wealth Management, LLC | 1,226 | $786.5K | 0.55% | +10+0.8% | Added |
| Beaumont Asset Management, L.L.C. | 1,227 | $786.8K | 0.58% | −38−3.0% | Reduced |
| InterOcean Capital Group, LLC | 1,227 | $787.2K | 0.03% | +275+28.9% | Added |
| Regal Investment Advisors LLC | 1,239 | $794.7K | 0.07% | +9+0.7% | Added |
| Jeppson Wealth Management, LLC | 1,239 | $794.9K | 0.35% | −15−1.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,242 | $796.8K | 0.06% | −60−4.6% | Reduced |
| Patron Partners Advisors, LLC | 1,245 | $798.7K | 0.59% | −16−1.3% | Reduced |
| Bryn Mawr Trust Co | 1,251 | $802.0K | 0.04% | −18−1.4% | Reduced |
| Colton Groome Financial Advisors, LLC | 1,253 | $803.6K | 0.38% | +262+26.4% | Added |
| Defined Wealth Management, LLC | 1,258 | $807.1K | 0.75% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 1,259 | $807.7K | 0.23% | +25+2.0% | Added |
| Advus Financial Partners, LLC | 1,259 | $807.8K | 0.33% | −23−1.8% | Reduced |
| ISAM Funds (UK) Ltd | 1,262 | $809.6K | 1.03% | +1,262 | New |
| PDS Planning, Inc | 1,271 | $815.4K | 0.11% | +635+99.8% | Added |
| Astoria Portfolio Advisors LLC. | 1,286 | $816.0K | 0.34% | +441+52.2% | Added |
| Catalyst Financial Partners LLC | 1,279 | $820.5K | 0.35% | +186+17.0% | Added |
| Resonant Capital Advisors, LLC | 1,296 | $831.4K | 0.09% | +183+16.4% | Added |
| Parkside Financial Bank & Trust | 1,296 | $831.4K | 0.22% | −26−2.0% | Reduced |
| Gyroscope Capital Management Group, LLC | 1,300 | $834.0K | 0.21% | +400+44.4% | Added |
| Lion Street Advisors, LLC | 1,313 | $842.3K | 0.26% | +1,313 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1,315 | $843.9K | 0.00% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 1,317 | $845.0K | 0.17% | +344+35.4% | Added |
| CIC Wealth, LLC | 1,318 | $845.5K | 0.32% | −7−0.5% | Reduced |
| Raab & Moskowitz Asset Management LLC | 1,330 | $853.2K | 0.31% | −30−2.2% | Reduced |
| MONECO Advisors, LLC | 1,336 | $857.3K | 0.25% | +205+18.1% | Added |
| Valley National Advisers Inc | 1,354 | $859.0K | 0.15% | +12+0.9% | Added |
| DB Fitzpatrick & Co, Inc | 1,339 | $859.0K | 0.93% | +30+2.3% | Added |
| Proequities, Inc. | 1,340 | $859.7K | 0.07% | +124+10.2% | Added |
| Mount Yale Investment Advisors, LLC | 1,344 | $862.2K | 0.10% | +689+105.2% | Added |
| Grove Bank & Trust | 1,351 | $866.7K | 0.18% | −855−38.8% | Reduced |
| True Wealth Design, LLC | 1,357 | $870.6K | 0.37% | +1,351+22,516.7% | Added |
| Baader Bank INC | 1,370 | $871.9K | 0.07% | +1,370 | New |
| Jaffetilchin Investment Partners, LLC | 1,360 | $872.4K | 0.10% | +513+60.6% | Added |
| Zimmermann Investment Management & Planning LLC | 1,367 | $877.0K | 0.46% | +223+19.5% | Added |
| Evermay Wealth Management LLC | 1,368 | $877.6K | 0.18% | +36+2.7% | Added |
| Sompo Asset Management Co., Ltd. | 1,370 | $878.9K | 0.18% | +50+3.8% | Added |
| Ami Asset Management Corp | 1,374 | $881.5K | 0.06% | −465−25.3% | Reduced |
| Thomas White International Ltd | 1,374 | $881.5K | 0.19% | +14+1.0% | Added |
| Financial Insights, Inc. | 1,377 | $883.4K | 0.36% | +1,377 | New |
| NorthRock Partners, LLC | 1,380 | $885.2K | 0.09% | −195−12.4% | Reduced |
| Provence Wealth Management Group | 1,384 | $887.9K | 0.59% | +446+47.5% | Added |
| Clark Financial Services Group Inc | 1,388 | $890.0K | 1.31% | −9−0.6% | Reduced |
| Opus Capital Group, LLC | 1,389 | $891.0K | 0.16% | −26−1.8% | Reduced |
| CWM Advisors, LLC | 1,389 | $891.1K | 0.11% | +775+126.2% | Added |
| Legacy Financial Advisors, Inc. | 1,396 | $895.7K | 0.18% | +91+7.0% | Added |
| Concord Asset Management, LLC | 1,400 | $897.9K | 0.37% | +849+154.1% | Added |
| Accurate Wealth Management, LLC | 1,433 | $898.9K | 0.31% | +595+71.0% | Added |
| TD Ameritrade Investment Management, LLC | 1,401 | $899.0K | 0.01% | −333−19.2% | Reduced |
| Fiduciary Planning LLC | 1,410 | $904.6K | 0.43% | +1,410 | New |
| Symphony Financial, Ltd. Co. | 1,428 | $905.0K | 0.23% | −64−4.3% | Reduced |
| Smithfield Trust Co | 1,418 | $908.0K | 0.06% | +25+1.8% | Added |
| Hartford Financial Management Inc. | 1,418 | $909.7K | 0.24% | +2+0.1% | Added |
| Balboa Wealth Partners | 1,419 | $910.3K | 0.34% | +377+36.2% | Added |
| Navellier & Associates Inc | 1,420 | $911.0K | 0.19% | +29+2.1% | Added |
| Optimum Investment Advisors | 1,429 | $916.5K | 0.48% | +60+4.4% | Added |