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 |
|---|---|---|---|---|---|
| Notis-McConarty Edward | 1,450 | $930.2K | 0.37% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 1,450 | $930.2K | 0.04% | +1,450 | New |
| Ignite Planners, LLC | 1,479 | $928.2K | 0.38% | +160+12.1% | Added |
| Johnson & White Wealth Management, LLC | 1,447 | $928.0K | 0.83% | +1,447 | New |
| Legacy Capital Group California, Inc. | 1,443 | $925.7K | 0.45% | +1,443 | New |
| Montchanin Asset Management, LLC | 1,440 | $924.0K | 1.17% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,436 | $921.4K | 0.13% | +134+10.3% | Added |
| Aspen Grove Capital, LLC | 1,436 | $921.3K | 0.40% | +181+14.4% | Added |
| Optimum Investment Advisors | 1,429 | $916.5K | 0.48% | +60+4.4% | Added |
| Navellier & Associates Inc | 1,420 | $911.0K | 0.19% | +29+2.1% | Added |
| Balboa Wealth Partners | 1,419 | $910.3K | 0.34% | +377+36.2% | Added |
| Hartford Financial Management Inc. | 1,418 | $909.7K | 0.24% | +2+0.1% | Added |
| Smithfield Trust Co | 1,418 | $908.0K | 0.06% | +25+1.8% | Added |
| Symphony Financial, Ltd. Co. | 1,428 | $905.0K | 0.23% | −64−4.3% | Reduced |
| Fiduciary Planning LLC | 1,410 | $904.6K | 0.43% | +1,410 | New |
| TD Ameritrade Investment Management, LLC | 1,401 | $899.0K | 0.01% | −333−19.2% | Reduced |
| Accurate Wealth Management, LLC | 1,433 | $898.9K | 0.31% | +595+71.0% | Added |
| Concord Asset Management, LLC | 1,400 | $897.9K | 0.37% | +849+154.1% | Added |
| Legacy Financial Advisors, Inc. | 1,396 | $895.7K | 0.18% | +91+7.0% | Added |
| CWM Advisors, LLC | 1,389 | $891.1K | 0.11% | +775+126.2% | Added |
| Opus Capital Group, LLC | 1,389 | $891.0K | 0.16% | −26−1.8% | Reduced |
| Clark Financial Services Group Inc | 1,388 | $890.0K | 1.31% | −9−0.6% | Reduced |
| Provence Wealth Management Group | 1,384 | $887.9K | 0.59% | +446+47.5% | Added |
| NorthRock Partners, LLC | 1,380 | $885.2K | 0.09% | −195−12.4% | Reduced |
| Financial Insights, Inc. | 1,377 | $883.4K | 0.36% | +1,377 | New |
| 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 |
| Sompo Asset Management Co., Ltd. | 1,370 | $878.9K | 0.18% | +50+3.8% | Added |
| Evermay Wealth Management LLC | 1,368 | $877.6K | 0.18% | +36+2.7% | Added |
| Zimmermann Investment Management & Planning LLC | 1,367 | $877.0K | 0.46% | +223+19.5% | Added |
| Jaffetilchin Investment Partners, LLC | 1,360 | $872.4K | 0.10% | +513+60.6% | Added |
| Baader Bank INC | 1,370 | $871.9K | 0.07% | +1,370 | New |
| True Wealth Design, LLC | 1,357 | $870.6K | 0.37% | +1,351+22,516.7% | Added |
| Grove Bank & Trust | 1,351 | $866.7K | 0.18% | −855−38.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,344 | $862.2K | 0.10% | +689+105.2% | Added |
| Proequities, Inc. | 1,340 | $859.7K | 0.07% | +124+10.2% | Added |
| DB Fitzpatrick & Co, Inc | 1,339 | $859.0K | 0.93% | +30+2.3% | Added |
| Valley National Advisers Inc | 1,354 | $859.0K | 0.15% | +12+0.9% | Added |
| MONECO Advisors, LLC | 1,336 | $857.3K | 0.25% | +205+18.1% | Added |
| Raab & Moskowitz Asset Management LLC | 1,330 | $853.2K | 0.31% | −30−2.2% | Reduced |
| CIC Wealth, LLC | 1,318 | $845.5K | 0.32% | −7−0.5% | Reduced |
| SlateStone Wealth, LLC | 1,317 | $845.0K | 0.17% | +344+35.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,315 | $843.9K | 0.00% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 1,313 | $842.3K | 0.26% | +1,313 | New |
| Gyroscope Capital Management Group, LLC | 1,300 | $834.0K | 0.21% | +400+44.4% | Added |
| Parkside Financial Bank & Trust | 1,296 | $831.4K | 0.22% | −26−2.0% | Reduced |
| Resonant Capital Advisors, LLC | 1,296 | $831.4K | 0.09% | +183+16.4% | Added |
| Catalyst Financial Partners LLC | 1,279 | $820.5K | 0.35% | +186+17.0% | Added |
| Astoria Portfolio Advisors LLC. | 1,286 | $816.0K | 0.34% | +441+52.2% | Added |
| PDS Planning, Inc | 1,271 | $815.4K | 0.11% | +635+99.8% | Added |
| ISAM Funds (UK) Ltd | 1,262 | $809.6K | 1.03% | +1,262 | New |
| J. W. Coons Advisors, LLC | 1,259 | $807.7K | 0.23% | +25+2.0% | Added |
| Defined Wealth Management, LLC | 1,258 | $807.1K | 0.75% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 1,253 | $803.6K | 0.38% | +262+26.4% | Added |
| Bryn Mawr Trust Co | 1,251 | $802.0K | 0.04% | −18−1.4% | Reduced |
| Patron Partners Advisors, LLC | 1,245 | $798.7K | 0.59% | −16−1.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,242 | $796.8K | 0.06% | −60−4.6% | Reduced |
| Jeppson Wealth Management, LLC | 1,239 | $794.9K | 0.35% | −15−1.2% | Reduced |
| Regal Investment Advisors LLC | 1,239 | $794.7K | 0.07% | +9+0.7% | Added |
| InterOcean Capital Group, LLC | 1,227 | $787.2K | 0.03% | +275+28.9% | Added |
| Beaumont Asset Management, L.L.C. | 1,227 | $786.8K | 0.58% | −38−3.0% | Reduced |
| 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 |
| New Jersey Better Educational Savings Trust | 1,225 | $785.9K | 2.13% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,218 | $781.0K | 0.05% | −62−4.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,217 | $780.8K | 0.24% | −19−1.5% | Reduced |
| Trust Co of Oklahoma | 1,210 | $776.3K | 0.30% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 1,209 | $775.6K | 0.69% | −60−4.7% | Reduced |
| Financial Advocates Investment Management | 1,207 | $774.2K | 0.06% | +262+27.7% | Added |
| KG&L Capital Management,LLC | 1,198 | $768.8K | 0.40% | −167−12.2% | Reduced |
| Ted Buchan & Co | 1,192 | $764.7K | 0.64% | +19+1.6% | Added |
| VisionPoint Advisory Group, LLC | 1,247 | $761.0K | 0.34% | −326−20.7% | Reduced |
| Ti-Trust, Inc | 1,185 | $760.2K | 0.71% | +10+0.9% | Added |
| GoalVest Advisory LLC | 1,185 | $760.2K | 0.45% | +1,183+59,150.0% | Added |
| KC Investment Advisors, LLC | 1,183 | $759.0K | 0.71% | +1,183 | New |
| Aspire Private Capital, LLC | 1,182 | $758.2K | 0.25% | +123+11.6% | Added |
| Inlet Private Wealth, LLC | 1,181 | $757.4K | 0.20% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 1,180 | $757.3K | 0.08% | −169−12.5% | Reduced |
| Stratos Wealth Advisors, LLC | 1,179 | $756.5K | 0.06% | −52−4.2% | Reduced |
| Fort Point Capital Partners LLC | 1,178 | $755.7K | 0.12% | +1+0.1% | Added |
| GDS Wealth Management | 1,175 | $753.8K | 0.13% | −17−1.4% | Reduced |
| XML Financial, LLC | 1,174 | $753.3K | 0.09% | −18−1.5% | Reduced |
| Mirador Capital Partners LP | 1,174 | $753.2K | 0.18% | +8+0.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 1,174 | $753.0K | 0.01% | +1,174 | New |
| Peddock Capital Advisors, LLC | 1,173 | $752.5K | 0.26% | +176+17.7% | Added |
| BFT Financial Group, LLC | 1,169 | $749.8K | 0.11% | +1,169 | New |
| Perennial Investment Advisors, LLC | 1,166 | $748.7K | 0.14% | +110+10.4% | Added |
| ETF Managers Group, LLC | 1,164 | $746.8K | 0.02% | +17+1.5% | Added |
| Saxon Interests, Inc. | 1,162 | $745.7K | 0.42% | +108+10.2% | Added |
| Brighton Jones LLC | 1,158 | $743.0K | 0.04% | +52+4.7% | Added |
| Blueshift Asset Management, LLC | 1,156 | $741.6K | 0.31% | +1,156 | New |
| Girard Partners Ltd. | 1,154 | $740.5K | 0.08% | +39+3.5% | Added |
| Oak Harvest Investment Services | 1,152 | $739.2K | 0.17% | −18−1.5% | Reduced |
| FSM Wealth Advisors, LLC | 1,142 | $732.9K | 0.43% | +14+1.2% | Added |
| SignalPoint Asset Management, LLC | 1,133 | $727.0K | 0.24% | −82−6.7% | Reduced |
| Gallacher Capital Management LLC | 1,133 | $726.9K | 0.44% | +1,133 | New |
| Stillwater Investment Management, LLC | 1,132 | $726.4K | 0.20% | +7+0.6% | Added |
| Private Capital Management LLC | 1,126 | $722.4K | 0.22% | +1,126 | New |
| 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 |