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 |
|---|---|---|---|---|---|
| Green Square Capital Advisors LLC | 3,928 | $2.52M | 0.34% | −321−7.6% | Reduced |
| Heritage Trust Co | 3,928 | $2.52M | 0.40% | +399+11.3% | Added |
| Moneta Group Investment Advisors LLC | 3,924 | $2.52M | 0.06% | +744+23.4% | Added |
| F/M Investments LLC | 3,912 | $2.51M | 2.53% | +161+4.3% | Added |
| Baker Tilly Wealth Management, LLC | 3,891 | $2.50M | 0.28% | +104+2.7% | Added |
| Matrix Trust Co | 3,889 | $2.50M | 0.67% | +701+22.0% | Added |
| Empower Advisory Group, LLC | 3,877 | $2.49M | 0.01% | +3,877 | New |
| New Hampshire Trust | 3,862 | $2.48M | 0.66% | −597−13.4% | Reduced |
| Griffin Asset Management, Inc. | 3,860 | $2.48M | 0.35% | +55+1.4% | Added |
| Avidian Wealth Solutions, LLC | 3,853 | $2.47M | 0.14% | +494+14.7% | Added |
| Castellan Group, LLC | 3,822 | $2.45M | 1.67% | −520−12.0% | Reduced |
| Clearstead Advisors, LLC | 3,800 | $2.44M | 0.18% | +307+8.8% | Added |
| Providence Capital Advisors, LLC | 3,799 | $2.44M | 0.64% | −1,074−22.0% | Reduced |
| Caldwell Investment Management Ltd. | 3,800 | $2.44M | 2.42% | +1,100+40.7% | Added |
| Sequoia Financial Advisors, LLC | 3,783 | $2.43M | 0.05% | +156+4.3% | Added |
| Marex Group plc | 3,777 | $2.42M | 0.32% | +3,777 | New |
| Advisory Research Inc | 3,759 | $2.41M | 0.40% | +13+0.3% | Added |
| Connective Portfolio Management, LLC | 3,800 | $2.41M | 7.63% | +3,800 | New |
| Davy Global Fund Management Ltd | 3,741 | $2.40M | 0.46% | +12+0.3% | Added |
| Ballentine Partners, LLC | 3,727 | $2.39M | 0.06% | +464+14.2% | Added |
| Groesbeck Investment Management Corp | 3,715 | $2.38M | 3.57% | −8−0.2% | Reduced |
| HMS Capital Management, LLC | 3,712 | $2.38M | 1.50% | +787+26.9% | Added |
| Founders Financial Alliance, LLC | 3,727 | $2.38M | 1.19% | −26−0.7% | Reduced |
| Grandview Asset Management LLC | 3,712 | $2.38M | 1.40% | −144−3.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 3,700 | $2.37M | 0.93% | 00.0% | Unchanged |
| Pitcairn Co | 3,697 | $2.37M | 0.22% | −227−5.8% | Reduced |
| Pinkerton Retirement Specialists, LLC | 3,692 | $2.37M | 0.44% | +3,692 | New |
| Quadrant Capital Group LLC | 3,687 | $2.37M | 0.25% | +440+13.6% | Added |
| Freedom Day Solutions, LLC | 3,687 | $2.37M | 1.12% | −328−8.2% | Reduced |
| Financial Advisory Service, Inc. | 3,667 | $2.35M | 0.26% | −568−13.4% | Reduced |
| Affinity Investment Advisors, LLC | 3,661 | $2.35M | 1.26% | −1,286−26.0% | Reduced |
| CTC LLC | 3,706 | $2.35M | 0.07% | +3,706 | New |
| Equitable Trust Co | 3,648 | $2.34M | 0.18% | +41+1.1% | Added |
| Savant Capital, LLC | 3,628 | $2.33M | 0.04% | +1,331+57.9% | Added |
| Fairfield, Bush & Co. | 3,626 | $2.33M | 0.82% | −867−19.3% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 3,607 | $2.31M | 2.16% | −169−4.5% | Reduced |
| Meitav Dash Investments Ltd | 3,688 | $2.31M | 0.04% | −398−9.7% | Reduced |
| Paradigm Asset Management Co LLC | 3,600 | $2.31M | 0.63% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 3,554 | $2.28M | 1.71% | −148−4.0% | Reduced |
| StoneX Group Inc. | 3,542 | $2.27M | 0.25% | +544+18.1% | Added |
| Eley Financial Management, Inc | 3,541 | $2.27M | 1.17% | +17+0.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,523 | $2.26M | 0.70% | −289−7.6% | Reduced |
| Fortem Financial Group, LLC | 3,518 | $2.26M | 1.47% | −1,803−33.9% | Reduced |
| Kinneret Advisory, LLC | 3,517 | $2.26M | 0.29% | −189−5.1% | Reduced |
| Compton Wealth Advisory Group, LLC | 3,506 | $2.25M | 0.78% | +244+7.5% | Added |
| PKO Investment Management Joint-Stock Co | 3,500 | $2.25M | 0.30% | −6,500−65.0% | Reduced |
| Wrapmanager Inc | 3,500 | $2.25M | 0.69% | −5−0.1% | Reduced |
| United Capital Management of KS, Inc. | 3,498 | $2.24M | 0.84% | +144+4.3% | Added |
| Ninety One SA (PTY) Ltd | 3,532 | $2.24M | 0.57% | −924−20.7% | Reduced |
| Confluence Wealth Services, Inc. | 3,477 | $2.23M | 0.52% | +784+29.1% | Added |
| Banco de Sabadell, S.A | 3,452 | $2.22M | 1.85% | −572−14.2% | Reduced |
| Hengehold Capital Management LLC | 3,438 | $2.21M | 0.30% | +3,438 | New |
| Little House Capital LLC | 3,428 | $2.20M | 1.04% | −738−17.7% | Reduced |
| Mission Wealth Management, LP | 3,416 | $2.19M | 0.09% | +990+40.8% | Added |
| Sugarloaf Wealth Management, LLC | 3,414 | $2.19M | 0.54% | +3,306+3,061.1% | Added |
| Richard P Slaughter Associates Inc | 3,389 | $2.17M | 0.71% | +3,389 | New |
| Purus Wealth Management, LLC | 3,379 | $2.17M | 1.71% | −30−0.9% | Reduced |
| Archford Capital Strategies, LLC | 3,440 | $2.16M | 0.45% | +154+4.7% | Added |
| Westhampton Capital, LLC | 3,370 | $2.16M | 1.39% | −10−0.3% | Reduced |
| Merit Financial Group, LLC | 3,365 | $2.16M | 0.08% | +484+16.8% | Added |
| Insight Wealth Strategies, LLC | 3,360 | $2.16M | 0.42% | −74−2.2% | Reduced |
| Geneva Partners, LLC | 3,353 | $2.15M | 1.84% | +3,353 | New |
| CenterBook Partners LP | 3,347 | $2.15M | 0.30% | −1,145−25.5% | Reduced |
| Schechter Investment Advisors, LLC | 3,337 | $2.14M | 0.20% | +320+10.6% | Added |
| Community Capital Management, Inc. | 3,325 | $2.13M | 2.80% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 3,313 | $2.13M | 0.99% | +9+0.3% | Added |
| Abundance Wealth Counselors | 3,313 | $2.13M | 0.54% | +36+1.1% | Added |
| Zions Bancorporation, N.A. | 3,302 | $2.12M | 0.18% | +313+10.5% | Added |
| Warther Private Wealth, LLC | 3,300 | $2.12M | 1.61% | +38+1.2% | Added |
| Benjamin Edwards Inc | 3,294 | $2.11M | 0.52% | +2,043+163.3% | Added |
| Optas, LLC | 3,265 | $2.09M | 0.75% | +61+1.9% | Added |
| WealthShield Partners, LLC | 3,255 | $2.09M | 0.34% | +72+2.3% | Added |
| HBW Advisory Services LLC | 3,253 | $2.09M | 0.52% | +364+12.6% | Added |
| Newman Dignan & Sheerar, Inc. | 3,246 | $2.08M | 0.67% | −28−0.9% | Reduced |
| Evercore Wealth Management, LLC | 3,232 | $2.07M | 0.04% | +38+1.2% | Added |
| Aurora Investment Managers, LLC. | 3,231 | $2.07M | 1.80% | −449−12.2% | Reduced |
| Members Capital Advisors Inc | 3,225 | $2.07M | 1.49% | −655−16.9% | Reduced |
| Alterity Financial Group, LLC | 3,224 | $2.07M | 3.03% | −2−0.1% | Reduced |
| First Business Financial Services, Inc. | 3,203 | $2.05M | 0.26% | −55−1.7% | Reduced |
| SeaBridge Investment Advisors LLC | 3,200 | $2.05M | 0.72% | −900−22.0% | Reduced |
| Legacy Bridge, LLC | 3,187 | $2.04M | 1.43% | −30−0.9% | Reduced |
| RB Capital Management, LLC | 3,184 | $2.04M | 0.67% | +69+2.2% | Added |
| Welch & Forbes LLC | 3,169 | $2.03M | 0.03% | −45−1.4% | Reduced |
| Spinnaker Investment Group, LLC | 3,163 | $2.03M | 0.71% | +10+0.3% | Added |
| Alaethes Wealth LLC | 3,157 | $2.03M | 1.19% | +154+5.1% | Added |
| Mitchell & Pahl Private Wealth, LLC | 3,142 | $2.02M | 1.26% | −64−2.0% | Reduced |
| Bowman & Co S.C. | 3,133 | $2.01M | 1.47% | +359+12.9% | Added |
| DoubleLine ETF Adviser LP | 3,129 | $2.01M | 0.86% | +586+23.0% | Added |
| Glen Eagle Advisors, LLC | 3,127 | $2.01M | 0.50% | −131−4.0% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 3,125 | $2.00M | 1.13% | +17+0.5% | Added |
| Strategic Investment Advisors | 3,111 | $2.00M | 0.36% | +171+5.8% | Added |
| Clear Street Markets LLC | 3,100 | $1.99M | 0.55% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 3,100 | $1.99M | 0.31% | −3,100−50.0% | Reduced |
| Kornitzer Capital Management Inc | 3,082 | $1.98M | 0.04% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,074 | $1.97M | 0.18% | +372+13.8% | Added |
| Leisure Capital Management | 3,073 | $1.97M | 1.13% | −12−0.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,072 | $1.97M | 1.31% | −31−1.0% | Reduced |
| International Assets Investment Management, LLC | 3,047 | $1.95M | 0.28% | −387−11.3% | Reduced |
| Midwest Professional Planners, LTD. | 3,043 | $1.95M | 0.95% | +495+19.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 3,035 | $1.95M | 0.07% | −135−4.3% | Reduced |