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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 1,827 | $1.17M | 0.04% | +361+24.6% | Added |
| Jupiter Wealth Management LLC | 1,826 | $1.17M | 1.08% | −650−26.3% | Reduced |
| Portman Square Capital LLP | 1,818 | $1.17M | 0.29% | −913−33.4% | Reduced |
| West Branch Capital LLC | 1,804 | $1.16M | 0.65% | +1,804 | New |
| Oversea-Chinese Banking CORP Ltd | 1,803 | $1.16M | 0.06% | −192−9.6% | Reduced |
| Cullinan Associates Inc | 1,800 | $1.15M | 0.07% | −194−9.7% | Reduced |
| Cutter & CO Brokerage, Inc. | 1,796 | $1.15M | 0.36% | +491+37.6% | Added |
| Magnus Financial Group LLC | 1,788 | $1.15M | 0.17% | −38−2.1% | Reduced |
| Crumly & Associates Inc. | 1,786 | $1.15M | 0.50% | +47+2.7% | Added |
| Lyell Wealth Management, LP | 1,783 | $1.14M | 0.16% | +25+1.4% | Added |
| OmniStar Financial Group, Inc. | 1,780 | $1.14M | 1.45% | −757−29.8% | Reduced |
| Toth Financial Advisory Corp | 1,778 | $1.14M | 0.18% | +1,507+556.1% | Added |
| Lakeview Capital Partners, LLC | 1,816 | $1.14M | 0.35% | −141−7.2% | Reduced |
| Wealthspire Advisors, LLC | 1,764 | $1.13M | 0.02% | −994−36.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,763 | $1.13M | 0.19% | −28−1.6% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 1,755 | $1.13M | 0.86% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 1,750 | $1.12M | 0.09% | +75+4.5% | Added |
| Fidelity D & D Bancorp Inc | 844 | $1.12M | 0.84% | +844 | New |
| Capital Advisors Wealth Management, LLC | 1,742 | $1.12M | 0.31% | +55+3.3% | Added |
| Wintrust Investments LLC | 1,737 | $1.11M | 0.14% | +1,737 | New |
| Main Street Financial Solutions, LLC | 1,715 | $1.11M | 0.16% | −82−4.6% | Reduced |
| Buckley Wealth Management, LLC | 1,717 | $1.10M | 0.41% | −69−3.9% | Reduced |
| Longfellow Investment Management Co LLC | 1,710 | $1.10M | 0.25% | −1,361−44.3% | Reduced |
| GYL Financial Synergies, LLC | 1,709 | $1.10M | 0.13% | +1,065+165.4% | Added |
| San Luis Wealth Advisors LLC | 1,705 | $1.09M | 0.42% | −154−8.3% | Reduced |
| Davis R M Inc | 1,701 | $1.09M | 0.03% | −92−5.1% | Reduced |
| Haverford Trust Co | 1,696 | $1.09M | 0.01% | +364+27.3% | Added |
| JT Stratford LLC | 1,693 | $1.09M | 0.31% | +344+25.5% | Added |
| WBI Investments | 1,686 | $1.08M | 0.22% | −12,039−87.7% | Reduced |
| Waterloo Capital, L.P. | 1,685 | $1.08M | 0.33% | +1,685 | New |
| North Star Asset Management Inc | 1,681 | $1.08M | 0.06% | +942+127.5% | Added |
| Prelude Capital Management, LLC | 1,677 | $1.08M | 0.07% | +1,677 | New |
| Tennessee Valley Asset Management Partners | 1,673 | $1.07M | 0.35% | +10+0.6% | Added |
| Oak Harbor Wealth Partners, LLC | 1,673 | $1.07M | 0.39% | +1,673 | New |
| Coastal Investment Advisors, Inc. | 1,673 | $1.07M | 0.26% | +196+13.3% | Added |
| Seascape Capital Management | 1,666 | $1.07M | 0.55% | −221−11.7% | Reduced |
| AMG National Trust Bank | 1,662 | $1.07M | 0.04% | +15+0.9% | Added |
| Physicians Financial Services, Inc. | 1,661 | $1.07M | 0.45% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 1,657 | $1.06M | 0.29% | +436+35.7% | Added |
| Chicago Trust Co NA | 1,649 | $1.06M | 0.27% | +328+24.8% | Added |
| Blueprint Investment Partners LLC | 1,646 | $1.06M | 0.24% | +542+49.1% | Added |
| Redwood Wealth Management Group, LLC | 1,643 | $1.05M | 1.19% | +28+1.7% | Added |
| HighTower Trust Services, LTA | 1,708 | $1.05M | 0.10% | +33+2.0% | Added |
| Pinnacle Financial Partners Inc | 1,635 | $1.05M | 0.03% | −6−0.4% | Reduced |
| Valley Brook Capital Group | 1,635 | $1.05M | 0.97% | +85+5.5% | Added |
| CVA Family Office, LLC | 1,624 | $1.04M | 0.23% | +82+5.3% | Added |
| Value Partners Investments Inc. | 1,621 | $1.04M | 0.09% | −293−15.3% | Reduced |
| Drive Wealth Management, LLC | 1,617 | $1.04M | 0.43% | +6+0.4% | Added |
| NVWM, LLC | 1,613 | $1.03M | 0.35% | −24−1.5% | Reduced |
| Shepherd Financial Partners LLC | 1,612 | $1.03M | 0.17% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 1,610 | $1.03M | 0.29% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,604 | $1.03M | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,603 | $1.03M | 0.46% | −13−0.8% | Reduced |
| Essex Financial Services, Inc. | 1,602 | $1.03M | 0.11% | +111+7.4% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,595 | $1.02M | 0.57% | +654+69.5% | Added |
| Founders Financial Securities LLC | 1,593 | $1.02M | 0.15% | −14−0.9% | Reduced |
| Simmons Bank | 1,592 | $1.02M | 0.09% | −54−3.3% | Reduced |
| Brady Family Wealth, LLC | 1,591 | $1.02M | 0.40% | +10+0.6% | Added |
| Richard W. Paul & Associates, LLC | 1,585 | $1.02M | 0.47% | +99+6.7% | Added |
| Prosperity Consulting Group, LLC | 1,585 | $1.02M | 0.64% | +23+1.5% | Added |
| Cypress Asset Management Inc | 1,577 | $1.01M | 0.35% | −10−0.6% | Reduced |
| Leelyn Smith, LLC | 1,567 | $1.01M | 0.26% | −23−1.4% | Reduced |
| Deseret Mutual Benefit Administrators | 1,563 | $1.00M | 0.40% | +4+0.3% | Added |
| Alpha Cubed Investments, LLC | 1,561 | $1.00M | 0.07% | −2,017−56.4% | Reduced |
| E&G Advisors, LP | 1,560 | $1.00M | 0.37% | −200−11.4% | Reduced |
| Ropes Wealth Advisors LLC | 1,554 | $996.7K | 0.18% | +65+4.4% | Added |
| Carolinas Wealth Consulting LLC | 1,553 | $996.4K | 0.21% | +126+8.8% | Added |
| Wellington Shields & Co., LLC | 1,550 | $994.4K | 0.22% | +50+3.3% | Added |
| Wealth Management Associates, Inc. | 1,549 | $993.7K | 0.61% | −2−0.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 1,548 | $993.1K | 0.28% | −11−0.7% | Reduced |
| Windsor Capital Management, LLC | 1,535 | $984.5K | 0.34% | −93−5.7% | Reduced |
| Millennium Capital Advisors, LLC | 1,531 | $982.3K | 0.88% | +4+0.3% | Added |
| NewSquare Capital LLC | 1,531 | $982.2K | 0.12% | −9−0.6% | Reduced |
| Altus Wealth Group LLC | 1,527 | $979.6K | 0.66% | −7−0.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,527 | $979.6K | 0.18% | +1,527 | New |
| Virtus ETF Advisers LLC | 1,526 | $979.0K | 0.54% | −193−11.2% | Reduced |
| Cito Capital Group, LLC | 1,515 | $972.0K | 0.48% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 1,511 | $969.4K | 0.31% | +20+1.3% | Added |
| GPS Wealth Strategies Group, LLC | 1,507 | $966.6K | 0.20% | +1,507 | New |
| BSW Wealth Partners | 1,506 | $966.3K | 0.20% | +87+6.1% | Added |
| Clal Insurance Enterprises Holdings Ltd | 1,500 | $962.0K | 0.01% | +1,500 | New |
| Geller Advisors LLC | 1,498 | $961.0K | 0.14% | −264−15.0% | Reduced |
| Nikulski Financial, Inc. | 1,497 | $960.4K | 0.42% | +20+1.4% | Added |
| Navalign, LLC | 1,495 | $959.2K | 0.40% | −42−2.7% | Reduced |
| ICW Investment Advisors LLC | 1,491 | $957.0K | 0.54% | +31+2.1% | Added |
| M Holdings Securities, Inc. | 1,491 | $957.0K | 0.10% | +217+17.0% | Added |
| Channel Wealth LLC | 1,491 | $956.5K | 0.62% | +1,491 | New |
| ASB Consultores, LLC | 1,488 | $954.6K | 0.38% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 1,481 | $950.0K | 0.10% | −12−0.8% | Reduced |
| PYA Waltman Capital, LLC | 1,479 | $949.1K | 0.47% | +409+38.2% | Added |
| Rockland Trust Co | 1,479 | $948.8K | 0.06% | +846+133.6% | Added |
| Meridian Wealth Advisors, LLC | 1,478 | $948.3K | 0.24% | −269−15.4% | Reduced |
| Proficio Capital Partners LLC | 1,476 | $947.2K | 0.15% | +103+7.5% | Added |
| First County Bank | 1,475 | $946.3K | 0.46% | +204+16.1% | Added |
| Ronald Blue Trust, Inc. | 1,691 | $946.0K | 0.02% | −154−8.3% | Reduced |
| SFMG, LLC | 1,468 | $941.5K | 0.10% | +643+77.9% | Added |
| Allstate Corp | 1,465 | $939.9K | 0.07% | −15,759−91.5% | Reduced |
| Central Bank & Trust Co | 1,464 | $939.2K | 0.17% | −62−4.1% | Reduced |
| Eqis Capital Management, Inc. | 1,460 | $936.5K | 0.11% | −213−12.7% | Reduced |
| Insight Advisors, LLC | 1,453 | $932.0K | 0.22% | +110+8.2% | Added |