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; 4,855 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 | 4,855 | $1.40T |
| Q1 2026 | 4,706 | $1.12T |
| Q4 2025 | 4,729 | $1.27T |
| Q3 2025 | 4,295 | $1.17T |
| Q2 2025 | 4,090 | $996.4B |
| Q1 2025 | 3,825 | $597.5B |
| Q4 2024 | 3,918 | $828.2B |
| Q3 2024 | 3,417 | $605.9B |
| Q2 2024 | 3,279 | $561.2B |
| Q1 2024 | 3,070 | $469.0B |
| Q4 2023 | 2,878 | $398.6B |
| Q3 2023 | 2,465 | $277.0B |
| Q2 2023 | 2,393 | $287.4B |
| Q1 2023 | 2,208 | $214.8B |
| Q4 2022 | 2,145 | $189.1B |
| Q3 2022 | 2,012 | $148.9B |
| Q2 2022 | 2,001 | $158.2B |
| Q1 2022 | 2,057 | $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 |
|---|---|---|---|---|---|
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,399 | $1.54M | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,392 | $1.53M | 0.11% | +337+16.4% | Added |
| Advisor Resource Council | 2,460 | $1.53M | 0.38% | +1,307+113.4% | Added |
| Fidelis Capital Partners, LLC | 2,424 | $1.53M | 0.65% | +1,409+138.8% | Added |
| AXS Investments LLC | 2,376 | $1.52M | 0.50% | −282−10.6% | Reduced |
| RMB Capital Management, LLC | 2,373 | $1.52M | 0.05% | +7+0.3% | Added |
| Capital Markets Trading UK LLP | 2,364 | $1.52M | 3.31% | +2,364 | New |
| 3Chopt Investment Partners, LLC | 2,363 | $1.52M | 0.81% | +397+20.2% | Added |
| Hollencrest Capital Management | 2,359 | $1.51M | 0.16% | +820+53.3% | Added |
| Procyon Private Wealth Partners, LLC | 2,353 | $1.51M | 0.25% | +469+24.9% | Added |
| Tradition Wealth Management, LLC | 2,346 | $1.50M | 0.19% | +700+42.5% | Added |
| Green Alpha Advisors, LLC | 2,334 | $1.50M | 1.05% | +84+3.7% | Added |
| Intrua Financial, LLC | 2,370 | $1.50M | 0.31% | +99+4.4% | Added |
| Guinness Atkinson Asset Management Inc | 2,330 | $1.49M | 0.84% | +19+0.8% | Added |
| Arjuna Capital | 2,328 | $1.49M | 0.59% | +1,870+408.3% | Added |
| Argus Investors' Counsel, Inc. | 2,320 | $1.49M | 1.13% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 2,319 | $1.49M | 0.20% | +35+1.5% | Added |
| Magnolia Capital Advisors LLC | 2,309 | $1.48M | 0.76% | +195+9.2% | Added |
| Oxbow Advisors, LLC | 2,305 | $1.48M | 0.26% | +111+5.1% | Added |
| FinTrust Capital Advisors, LLC | 2,640 | $1.48M | 0.36% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 2,298 | $1.47M | 0.53% | +1,320+135.0% | Added |
| TrinityPoint Wealth, LLC | 2,296 | $1.47M | 0.32% | −64−2.7% | Reduced |
| Cim Investment Mangement Inc | 2,290 | $1.47M | 0.54% | +99+4.5% | Added |
| Cypress Capital Group | 2,287 | $1.47M | 0.23% | +96+4.4% | Added |
| Vantage Financial Partners Ltd., Inc. | 2,285 | $1.47M | 0.87% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,270 | $1.46M | 0.18% | +10.0% | Added |
| Westside Investment Management, Inc. | 2,268 | $1.46M | 0.43% | −30−1.3% | Reduced |
| Cedar Brook Financial Partners, LLC | 2,268 | $1.46M | 0.37% | +212+10.3% | Added |
| Camarda Financial Advisors, LLC | 2,266 | $1.45M | 1.09% | +414+22.4% | Added |
| Chesapeake Asset Management LLC | 2,264 | $1.45M | 1.33% | +2,264 | New |
| Summit Financial, LLC | 2,262 | $1.45M | 0.13% | +93+4.3% | Added |
| Boston Trust Walden Corp | 2,255 | $1.45M | 0.01% | 00.0% | Unchanged |
| Birinyi Associates Inc | 2,250 | $1.44M | 0.60% | +900+66.7% | Added |
| SRN Advisors, LLC | 2,273 | $1.44M | 1.32% | −9−0.4% | Reduced |
| Great Lakes Retirement, Inc. | 2,245 | $1.44M | 0.27% | +189+9.2% | Added |
| Benchmark Investment Advisors LLC | 2,238 | $1.44M | 1.47% | −123−5.2% | Reduced |
| J.W. Cole Advisors, Inc. | 2,235 | $1.43M | 0.10% | +92+4.3% | Added |
| Eudaimonia Partners, LLC | 2,231 | $1.43M | 0.35% | +43+2.0% | Added |
| Lifeworks Advisors, LLC | 2,217 | $1.42M | 0.67% | −427−16.1% | Reduced |
| Greenwood Capital Associates LLC | 2,212 | $1.42M | 0.20% | +4+0.2% | Added |
| Providence Wealth Advisors, LLC | 2,234 | $1.41M | 1.04% | −7−0.3% | Reduced |
| Godsey & Gibb Associates | 2,190 | $1.40M | 0.16% | +2,130+3,550.0% | Added |
| Harbor Investment Advisory, LLC | 2,188 | $1.40M | 0.21% | −3−0.1% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 2,221 | $1.40M | 0.30% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 2,160 | $1.39M | 0.71% | +2,160 | New |
| Measured Wealth Private Client Group, LLC | 2,148 | $1.38M | 0.53% | +169+8.5% | Added |
| Lederer & Associates Investment Counsel | 2,133 | $1.37M | 1.06% | 00.0% | Unchanged |
| Lavaca Capital LLC | 2,132 | $1.37M | 0.32% | −17−0.8% | Reduced |
| SkyOak Wealth, LLC | 2,126 | $1.36M | 0.42% | +51+2.5% | Added |
| Vise Technologies, Inc. | 2,113 | $1.36M | 0.36% | +310+17.2% | Added |
| Arete Wealth Advisors, LLC | 2,108 | $1.35M | 0.11% | −12−0.6% | Reduced |
| Left Brain Wealth Management, LLC | 2,157 | $1.35M | 0.92% | +2,157 | New |
| Wealthsource Partners, LLC | 2,076 | $1.33M | 0.09% | +10.0% | Added |
| Mendel Money Management | 2,069 | $1.33M | 0.72% | +10+0.5% | Added |
| Abound Wealth Management | 2,067 | $1.33M | 0.59% | +2,027+5,067.5% | Added |
| Analyst IMS Investment Management Services Ltd. | 2,087 | $1.32M | 0.10% | −98−4.5% | Reduced |
| 44 Wealth Management LLC | 2,060 | $1.32M | 0.45% | +70+3.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,058 | $1.32M | 0.02% | −3−0.1% | Reduced |
| Cravens & Co Advisors, LLC | 2,050 | $1.32M | 1.23% | +52+2.6% | Added |
| Abbrea Capital, LLC | 2,042 | $1.31M | 0.22% | +100+5.1% | Added |
| Rainsberger Wealth Advisors, Inc. | 2,041 | $1.31M | 0.78% | +347+20.5% | Added |
| Laidlaw Wealth Management LLC | 2,038 | $1.31M | 0.27% | −2−0.1% | Reduced |
| Northern Financial Advisors Inc | 2,036 | $1.31M | 1.23% | +2,036 | New |
| Community Bank & Trust, Waco, Texas | 2,035 | $1.31M | 0.42% | −84−4.0% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 2,027 | $1.30M | 1.13% | −26−1.3% | Reduced |
| World Equity Group, Inc. | 35,521 | $1.30M | 0.22% | +35,014+6,906.1% | Added |
| CRA Financial Services, LLC | 2,011 | $1.29M | 0.38% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2,007 | $1.29M | 0.17% | +31+1.6% | Added |
| Rehmann Capital Advisory Group | 2,004 | $1.29M | 0.12% | −3−0.1% | Reduced |
| Wealthcare Advisory Partners LLC | 2,003 | $1.28M | 0.06% | −129−6.1% | Reduced |
| Concord Wealth Partners | 2,002 | $1.28M | 0.36% | +163+8.9% | Added |
| Qsemble Capital Management, LP | 2,000 | $1.28M | 0.86% | +2,000 | New |
| Lumina Fund Management LLC | 2,000 | $1.28M | 0.60% | 00.0% | Unchanged |
| Monument Capital Management | 1,996 | $1.28M | 0.43% | +770+62.8% | Added |
| Retirement Planning Co of New England, Inc. | 1,985 | $1.27M | 0.77% | −16−0.8% | Reduced |
| Hanlon Investment Management, Inc. | 1,979 | $1.27M | 0.38% | +1,979 | New |
| Brandywine Oak Private Wealth LLC | 1,973 | $1.27M | 0.15% | −35−1.7% | Reduced |
| Zhang Financial LLC | 1,971 | $1.26M | 0.14% | +6+0.3% | Added |
| Claro Advisors LLC | 1,968 | $1.26M | 0.37% | +27+1.4% | Added |
| Csenge Advisory Group | 1,962 | $1.26M | 0.09% | −142−6.7% | Reduced |
| Wedmont Private Capital | 1,997 | $1.25M | 0.17% | +315+18.7% | Added |
| Chesapeake Wealth Management | 1,949 | $1.25M | 0.52% | +103+5.6% | Added |
| Waldron Private Wealth LLC | 1,936 | $1.24M | 0.06% | +247+14.6% | Added |
| Institutional & Family Asset Management, LLC | 1,935 | $1.24M | 0.21% | +63+3.4% | Added |
| Machina Capital S.A.S. | 1,921 | $1.23M | 1.08% | +1,921 | New |
| CSU Producer Resources, Inc. | 1,900 | $1.22M | 4.54% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 1,890 | $1.21M | 0.00% | −7,785−80.5% | Reduced |
| Syntal Capital Partners, LLC | 1,866 | $1.20M | 0.44% | −211−10.2% | Reduced |
| Fortis Capital Management LLC | 1,862 | $1.19M | 0.48% | +153+9.0% | Added |
| Orca Investment Management, LLC | 1,857 | $1.19M | 1.46% | −16−0.9% | Reduced |
| Innovis Asset Management LLC | 1,857 | $1.19M | 0.48% | +86+4.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,871 | $1.19M | 0.02% | +656+54.0% | Added |
| Asset Allocation & Management Company, LLC | 1,847 | $1.19M | 0.48% | −262−12.4% | Reduced |
| Trust Co of Vermont | 1,841 | $1.18M | 0.08% | +320+21.0% | Added |
| IAM Advisory, LLC | 1,840 | $1.18M | 0.41% | +1,840 | New |
| MTM Investment Management, LLC | 1,839 | $1.18M | 0.61% | +27+1.5% | Added |
| Naviter Wealth, LLC | 1,839 | $1.18M | 0.41% | −1,640−47.1% | Reduced |
| Bessemer Securities LLC | 1,838 | $1.18M | 0.55% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 1,836 | $1.18M | 0.72% | −770−29.5% | Reduced |
| Doliver Advisors, LP | 1,832 | $1.18M | 0.37% | +72+4.1% | Added |