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 |
|---|---|---|---|---|---|
| Symmetry Peak Management LLC | 520 | $333.6K | 1.59% | +520 | New |
| Capital CS Group, LLC | 518 | $332.3K | 0.31% | +518 | New |
| Tompkins Financial Corp | 515 | $330.4K | 0.05% | 00.0% | Unchanged |
| Univest Financial Corp | 514 | $329.8K | 0.10% | +144+38.9% | Added |
| WMG Financial Advisors, LLC | 513 | $329.1K | 0.27% | +45+9.6% | Added |
| Morris Retirement Advisors, LLC | 513 | $329.1K | 0.24% | −34−6.2% | Reduced |
| Creative Financial Designs Inc | 510 | $327.3K | 0.04% | +43+9.2% | Added |
| WealthPLAN Partners, LLC | 509 | $326.6K | 0.04% | +28+5.8% | Added |
| Verity Asset Management, Inc. | 509 | $326.5K | 0.19% | +15+3.0% | Added |
| Peak Asset Management, LLC | 506 | $324.6K | 0.08% | +506 | New |
| Choate Investment Advisors | 506 | $324.6K | 0.02% | 00.0% | Unchanged |
| Mairs & Power Inc | 505 | $324.0K | 0.00% | +505 | New |
| Venturi Wealth Management, LLC | 504 | $323.4K | 0.03% | −1−0.2% | Reduced |
| Atom Investors LP | 502 | $322.1K | 0.18% | −245−32.8% | Reduced |
| Private Portfolio Partners LLC | 502 | $322.0K | 0.09% | −14−2.7% | Reduced |
| Howland Capital Management LLC | 501 | $321.4K | 0.02% | +123+32.5% | Added |
| LPWM LLC | 500 | $320.8K | 0.15% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 500 | $320.8K | 0.03% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 500 | $320.8K | 0.05% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 497 | $319.2K | 0.04% | −36−6.8% | Reduced |
| Koss-Olinger Consulting, LLC | 497 | $319.0K | 0.04% | +3+0.6% | Added |
| Morningstar Investment Services LLC | 503 | $318.0K | 0.00% | +503 | New |
| Kula Investments, LLC | 495 | $317.6K | 0.08% | +495 | New |
| SkyView Investment Advisors, LLC | 493 | $316.0K | 0.07% | +493 | New |
| Fulcrum Capital LLC | 492 | $315.6K | 0.08% | +492 | New |
| Family Asset Management, LLC | 492 | $315.4K | 0.23% | +4+0.8% | Added |
| Telos Capital Management, Inc. | 489 | $313.7K | 0.04% | +22+4.7% | Added |
| Carmel Capital Partners, LLC | 487 | $312.4K | 0.18% | −208−29.9% | Reduced |
| State of Wyoming | 487 | $312.4K | 0.10% | +487 | New |
| Oxford Financial Group Ltd | 485 | $311.1K | 0.03% | +8+1.7% | Added |
| Beacon Bridge Wealth Partners, LLC | 483 | $309.9K | 0.19% | +29+6.4% | Added |
| First Capital Advisors Group, LLC. | 482 | $309.2K | 0.20% | +482 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 486 | $308.0K | 0.08% | +5+1.0% | Added |
| Dover Advisors, LLC | 480 | $307.9K | 0.30% | +27+6.0% | Added |
| Mitchell Sinkler & Starr | 477 | $306.0K | 0.09% | +35+7.9% | Added |
| Douglass Winthrop Advisors, LLC | 477 | $306.0K | 0.01% | 00.0% | Unchanged |
| Berkshire Bank | 476 | $305.4K | 0.09% | +7+1.5% | Added |
| B.O.S.S. Retirement Advisors, LLC | 473 | $303.6K | 0.07% | +75+18.8% | Added |
| Epic Trust Investment Advisors, LLC | 472 | $303.3K | 0.38% | +472 | New |
| TFB Advisors LLC | 472 | $302.8K | 0.23% | −9−1.9% | Reduced |
| Resurgent Financial Advisors LLC | 469 | $300.9K | 0.20% | −464−49.7% | Reduced |
| Intergy Private Wealth, LLC | 468 | $300.2K | 0.17% | +22+4.9% | Added |
| Cape Cod Five Cents Savings Bank | 468 | $300.2K | 0.03% | −10−2.1% | Reduced |
| Financial Sense Advisors, Inc. | 467 | $299.6K | 0.14% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 467 | $299.3K | 0.12% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 466 | $299.1K | 0.35% | −71−13.2% | Reduced |
| Fort, L.P. | 464 | $297.7K | 0.77% | −193−29.4% | Reduced |
| Corton Capital Inc. | 464 | $297.7K | 0.21% | −187−28.7% | Reduced |
| Seed Wealth Management, Inc. | 463 | $297.0K | 0.34% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 462 | $296.4K | 0.10% | +462 | New |
| Secure Asset Management, LLC | 457 | $293.0K | 0.10% | +26+6.0% | Added |
| Aspen Wealth Strategies, LLC | 456 | $292.5K | 0.23% | −35−7.1% | Reduced |
| Canvas Wealth Advisors, LLC | 472 | $291.6K | 0.12% | −91−16.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 454 | $291.0K | 0.12% | −154−25.3% | Reduced |
| Marino, Stram & Associates LLC | 453 | $290.7K | 0.09% | +13+3.0% | Added |
| Financial Architects, Inc | 452 | $290.1K | 0.05% | −4−0.9% | Reduced |
| Laird Norton Trust Company, LLC | 452 | $290.0K | 0.04% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 451 | $289.3K | 0.07% | +451 | New |
| Poehling Capital Management, LLC | 450 | $288.7K | 0.10% | 00.0% | Unchanged |
| David Loasby | 458 | $285.2K | 0.03% | −131−22.2% | Reduced |
| Revolve Wealth Partners, LLC | 442 | $283.6K | 0.07% | +48+12.2% | Added |
| VeraBank, N.A. | 442 | $283.6K | 0.13% | −26−5.6% | Reduced |
| Sovereign Financial Group, Inc. | 439 | $281.6K | 0.10% | +2+0.5% | Added |
| TNF LLC | 449 | $281.3K | 0.13% | −31−6.5% | Reduced |
| Greenwood Gearhart Inc | 438 | $281.0K | 0.04% | −4−0.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 436 | $279.7K | 0.08% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 435 | $279.3K | 0.05% | −50−10.3% | Reduced |
| NBW Capital LLC | 435 | $279.1K | 0.07% | −3−0.7% | Reduced |
| L.M. Kohn & Company | 434 | $278.0K | 0.12% | +7+1.6% | Added |
| O'Brien Greene & Co. Inc | 433 | $278.0K | 0.10% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 432 | $277.4K | 0.15% | +56+14.9% | Added |
| Lifestyle Asset Management, Inc. | 432 | $277.1K | 0.19% | +28+6.9% | Added |
| Kolinsky Wealth Management, LLC | 432 | $277.0K | 0.29% | +4+0.9% | Added |
| Abacus Planning Group, Inc. | 428 | $274.8K | 0.07% | +19+4.6% | Added |
| Maven Securities LTD | 427 | $273.9K | 0.04% | +427 | New |
| Childress Capital Advisors, LLC | 426 | $273.3K | 0.12% | −1,127−72.6% | Reduced |
| NinePointTwo Capital | 426 | $273.0K | 0.10% | −11−2.5% | Reduced |
| RW Investment Management LLC | 422 | $270.7K | 0.08% | 00.0% | Unchanged |
| Sandler Capital Management | 419 | $268.8K | 0.04% | 00.0% | Unchanged |
| Roundview Capital LLC | 418 | $268.2K | 0.03% | +12+3.0% | Added |
| PVG Asset Management Corp | 418 | $268.2K | 0.86% | +418 | New |
| Country Trust Bank | 417 | $267.5K | 0.01% | −16−3.7% | Reduced |
| Gill Capital Partners, LLC | 414 | $265.6K | 0.12% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 411 | $263.7K | 0.06% | +1+0.2% | Added |
| Hamilton Wealth, LLC | 409 | $262.5K | 0.09% | −366−47.2% | Reduced |
| C M Bidwell & Associates Ltd | 407 | $261.1K | 0.20% | −37−8.3% | Reduced |
| Bangor Savings Bank | 407 | $261.1K | 0.03% | −27−6.2% | Reduced |
| Coppell Advisory Solutions LLC | 411 | $260.5K | 0.09% | −2,782−87.1% | Reduced |
| Coppell Advisory Solutions Corp. | 411 | $260.5K | 0.09% | −2,782−87.1% | Reduced |
| J. L. Bainbridge & Co., Inc. | 406 | $260.5K | 0.04% | 00.0% | Unchanged |
| Accel Wealth Management | 404 | $259.2K | 0.11% | −38−8.6% | Reduced |
| Smith Shellnut Wilson LLC | 404 | $259.2K | 0.16% | 00.0% | Unchanged |
| Red Wave Investments LLC | 404 | $259.2K | 0.11% | +13+3.3% | Added |
| Heron Financial Group, LLC | 403 | $258.5K | 0.14% | 00.0% | Unchanged |
| Advisor OS, LLC | 403 | $258.5K | 0.06% | +13+3.3% | Added |
| Legacy Capital Wealth Partners, LLC | 401 | $257.4K | 0.07% | +401 | New |
| Titleist Asset Management, LLC | 400 | $256.7K | 0.05% | +400 | New |
| Amussen Hunsaker Associates LLC | 400 | $256.6K | 0.06% | +2+0.5% | Added |
| Covestor Ltd | 398 | $256.0K | 0.22% | −21−5.0% | Reduced |
| Washington Trust Bank | 396 | $254.0K | 0.03% | −205−34.1% | Reduced |