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 |
|---|---|---|---|---|---|
| Montecito Bank & Trust | 1,111 | $712.8K | 0.17% | +44+4.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,110 | $712.1K | 0.14% | +86+8.4% | Added |
| Personal Cfo Solutions, LLC | 1,108 | $710.7K | 0.15% | +18+1.7% | Added |
| IPG Investment Advisors LLC | 1,105 | $708.9K | 0.16% | −890−44.6% | Reduced |
| Investment House LLC | 1,104 | $708.3K | 0.06% | +39+3.7% | Added |
| MBL Wealth, LLC | 1,102 | $707.0K | 0.11% | +7+0.6% | Added |
| American State Bank (Iowa) | 1,101 | $706.3K | 0.52% | +10+0.9% | Added |
| New Vernon Investment Management LLC | 1,100 | $705.7K | 1.45% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,100 | $705.7K | 0.42% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 1,098 | $704.0K | 0.10% | −143−11.5% | Reduced |
| Everhart Financial Group, Inc. | 1,095 | $702.5K | 0.32% | +106+10.7% | Added |
| Telemus Capital, LLC | 1,095 | $702.5K | 0.06% | +157+16.7% | Added |
| Oakworth Capital, Inc. | 1,087 | $697.4K | 0.06% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 1,082 | $693.8K | 0.48% | −293−21.3% | Reduced |
| Emerald Advisors, LLC | 1,078 | $691.5K | 0.18% | −89−7.6% | Reduced |
| Spinnaker Trust | 1,076 | $690.3K | 0.05% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 1,075 | $689.7K | 0.48% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 1,069 | $685.9K | 0.49% | −31−2.8% | Reduced |
| Ontario Teachers Pension Plan Board | 1,066 | $683.9K | 0.01% | −501−32.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,066 | $683.9K | 0.02% | +460+75.9% | Added |
| Highlander Capital Management, LLC | 1,060 | $680.0K | 0.33% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 1,051 | $674.2K | 0.24% | +136+14.9% | Added |
| Chicago Partners Investment Group LLC | 1,059 | $671.8K | 0.04% | +234+28.4% | Added |
| Strategic Blueprint, LLC | 1,047 | $671.4K | 0.07% | +44+4.4% | Added |
| Pettyjohn, Wood & White, Inc | 1,042 | $668.5K | 0.16% | +98+10.4% | Added |
| Ninepoint Partners LP | 1,041 | $667.8K | 0.09% | +174+20.1% | Added |
| MCF Advisors LLC | 1,034 | $663.2K | 0.06% | +71+7.4% | Added |
| Howard Financial Services, Ltd. | 1,032 | $662.2K | 0.16% | +13+1.3% | Added |
| Avestar Capital, LLC | 1,029 | $660.1K | 0.13% | +148+16.8% | Added |
| Center for Financial Planning, Inc. | 1,025 | $657.6K | 0.15% | +10+1.0% | Added |
| Allred Capital Management, LLC | 1,023 | $656.3K | 0.35% | +64+6.7% | Added |
| Fundamentun, LLC | 1,019 | $653.9K | 0.11% | +55+5.7% | Added |
| Summit Financial Wealth Advisors, LLC | 1,017 | $652.4K | 0.15% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 1,017 | $652.0K | 0.05% | −125−10.9% | Reduced |
| Biltmore Family Office, LLC | 1,016 | $651.8K | 0.14% | −283−21.8% | Reduced |
| Independence Bank of Kentucky | 1,016 | $651.8K | 0.28% | +130+14.7% | Added |
| Neville Rodie & Shaw Inc | 1,015 | $651.0K | 0.06% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 1,050 | $649.7K | 0.23% | +12+1.2% | Added |
| Warren Averett Asset Management, LLC | 1,004 | $644.3K | 0.03% | +218+27.7% | Added |
| Manchester Capital Management LLC | 1,001 | $642.2K | 0.08% | −27−2.6% | Reduced |
| Canandaigua National Bank & Trust Co | 1,001 | $642.0K | 0.11% | +1,001 | New |
| Monetta Financial Services Inc | 1,000 | $641.5K | 0.69% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 1,000 | $641.5K | 0.46% | 00.0% | Unchanged |
| RBF Capital, LLC | 1,000 | $641.5K | 0.05% | 00.0% | Unchanged |
| PFG Advisors | 996 | $639.1K | 0.05% | −16−1.6% | Reduced |
| Krilogy Financial LLC | 988 | $633.8K | 0.05% | +43+4.6% | Added |
| Holistic Financial Partners | 984 | $631.3K | 0.49% | +74+8.1% | Added |
| Olistico Wealth, LLC | 984 | $631.3K | 0.61% | +52+5.6% | Added |
| Fiera Capital Corp | 982 | $630.0K | 0.00% | −46−4.5% | Reduced |
| Raleigh Capital Management Inc. | 981 | $629.8K | 0.31% | +45+4.8% | Added |
| Cahaba Wealth Management, Inc. | 981 | $629.1K | 0.07% | −32−3.2% | Reduced |
| Prestige Wealth Management Group LLC | 978 | $627.5K | 0.16% | −479−32.9% | Reduced |
| Mission Creek Capital Partners, Inc. | 974 | $624.7K | 0.21% | −54−5.3% | Reduced |
| Gradient Capital Advisors, LLC | 963 | $617.7K | 0.26% | +5+0.5% | Added |
| Crestwood Advisors Group LLC | 950 | $609.5K | 0.02% | +263+38.3% | Added |
| LMR Partners LLP | 949 | $608.8K | 0.01% | −17,068−94.7% | Reduced |
| Shelton Wealth Management, LLC | 947 | $607.4K | 0.49% | −166−14.9% | Reduced |
| Courier Capital LLC | 944 | $605.6K | 0.07% | −68−6.7% | Reduced |
| Sutton Wealth Advisors Inc. | 937 | $601.1K | 0.32% | +41+4.6% | Added |
| Austin Private Wealth, LLC | 934 | $599.2K | 0.10% | −69−6.9% | Reduced |
| West Wealth Group, LLC | 930 | $596.5K | 0.28% | +5+0.5% | Added |
| Hazlett, Burt & Watson, Inc. | 928 | $596.0K | 0.49% | −48−4.9% | Reduced |
| Five Oceans Advisors | 929 | $596.0K | 0.39% | +186+25.0% | Added |
| IFP Advisors, Inc | 2,320 | $594.9K | 0.03% | −1,176−33.6% | Reduced |
| Jacobi Capital Management LLC | 920 | $590.1K | 0.07% | +65+7.6% | Added |
| Hamilton Capital, LLC | 918 | $588.9K | 0.04% | +298+48.1% | Added |
| Great Diamond Partners, LLC | 915 | $587.0K | 0.17% | −27−2.9% | Reduced |
| Continuum Advisory, LLC | 915 | $587.0K | 0.10% | −12−1.3% | Reduced |
| Veracity Capital LLC | 911 | $584.2K | 0.27% | +348+61.8% | Added |
| Exos TFP Holdings LLC | 906 | $581.2K | 0.15% | +465+105.4% | Added |
| Smith, Moore & Co. | 906 | $581.0K | 0.08% | +31+3.5% | Added |
| Elevated Capital Advisors, LLC | 905 | $580.8K | 0.21% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 903 | $579.5K | 0.10% | +10+1.1% | Added |
| Rock Creek Group, LP | 895 | $574.2K | 0.07% | +404+82.3% | Added |
| Northwest Bancshares, Inc. | 892 | $572.3K | 0.11% | +10+1.1% | Added |
| Arlington Partners LLC | 892 | $572.3K | 0.08% | +635+247.1% | Added |
| Gryphon Financial Partners LLC | 891 | $571.7K | 0.13% | +8+0.9% | Added |
| LCM Capital Management Inc | 889 | $570.4K | 0.50% | +87+10.8% | Added |
| Carlson Capital Management | 881 | $565.2K | 0.04% | −31−3.4% | Reduced |
| BBR Partners, LLC | 877 | $562.6K | 0.06% | −3−0.3% | Reduced |
| Peninsula Wealth, LLC | 877 | $562.6K | 0.16% | +19+2.2% | Added |
| Keel Point, LLC | 874 | $561.0K | 0.08% | +29+3.4% | Added |
| Halbert Hargrove Global Advisors, LLC | 874 | $560.4K | 0.04% | +61+7.5% | Added |
| Cable Hill Partners, LLC | 866 | $555.6K | 0.09% | −441−33.7% | Reduced |
| Camden Capital, LLC | 859 | $551.1K | 0.08% | +54+6.7% | Added |
| Apeiron RIA LLC | 868 | $550.5K | 0.19% | −60−6.5% | Reduced |
| Northcape Wealth Management, LLC | 857 | $550.0K | 0.20% | +857 | New |
| CWA Asset Management Group, LLC | 854 | $547.9K | 0.04% | +462+117.9% | Added |
| Legacy Wealth Management, LLC | 854 | $547.9K | 0.30% | 00.0% | Unchanged |
| True North Advisors, LLC | 854 | $547.7K | 0.16% | +35+4.3% | Added |
| Financial & Tax Architects, LLC | 852 | $546.6K | 0.18% | −18−2.1% | Reduced |
| Baker Avenue Asset Management, LP | 848 | $544.0K | 0.03% | −65−7.1% | Reduced |
| Sandbox Financial Partners, LLC | 847 | $543.2K | 0.33% | +2+0.2% | Added |
| Riverview Trust Co | 845 | $542.1K | 0.50% | −12−1.4% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 844 | $541.5K | 0.04% | −544−39.2% | Reduced |
| Angeles Investment Advisors, LLC | 844 | $541.5K | 0.04% | +844 | New |
| Capital Asset Advisory Services LLC | 834 | $535.2K | 0.04% | −114−12.0% | Reduced |
| Catalyst Private Wealth, LLC | 822 | $527.3K | 0.36% | −30−3.5% | Reduced |
| SRS Capital Advisors, Inc. | 817 | $524.4K | 0.07% | −66−7.5% | Reduced |
| Octavia Wealth Advisors, LLC | 816 | $523.6K | 0.12% | +44+5.7% | Added |