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 |
|---|---|---|---|---|---|
| Roberts Wealth Advisors, LLC | 316 | $200.5K | 0.09% | +316 | New |
| Baron Wealth Management LLC | 312 | $200.2K | 0.14% | +312 | New |
| Emfo, LLC | 310 | $198.9K | 0.19% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 307 | $197.0K | 0.14% | +307 | New |
| General Partner, Inc. | 312 | $196.8K | 0.17% | +29+10.2% | Added |
| GHP Investment Advisors, Inc. | 304 | $195.0K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 302 | $193.7K | 0.09% | +130+75.6% | Added |
| Blume Capital Management, Inc. | 300 | $192.5K | 0.06% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 294 | $188.6K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 291 | $187.0K | 0.07% | +41+16.4% | Added |
| Kozak & Associates, Inc. | 280 | $179.4K | 0.08% | +13+4.9% | Added |
| LeJeune Puetz Investment Counsel LLC | 274 | $175.8K | 0.06% | +3+1.1% | Added |
| TCI Wealth Advisors, Inc. | 265 | $169.7K | 0.02% | −6−2.2% | Reduced |
| First Command Bank | 264 | $169.4K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 264 | $169.4K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 257 | $165.0K | 0.11% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 246 | $157.8K | 0.01% | −30−10.9% | Reduced |
| Beacon Capital Management, LLC | 245 | $157.2K | 0.05% | −154−38.6% | Reduced |
| Washington Trust Advisors, Inc. | 242 | $155.3K | 0.02% | −11−4.3% | Reduced |
| Catalyst Capital Advisors LLC | 239 | $153.3K | 0.00% | −77−24.4% | Reduced |
| KB Financial Partners, LLC | 232 | $149.0K | 0.04% | −20−7.9% | Reduced |
| Mizuho Securities Co. Ltd. | 230 | $147.6K | 0.46% | +170+283.3% | Added |
| Caldwell Sutter Capital, Inc. | 226 | $145.0K | 0.11% | +226 | New |
| Baldrige Asset Management LLC | 218 | $140.0K | 0.06% | +3+1.4% | Added |
| Centiva Capital, LP | 213 | $136.6K | 0.01% | +212+21,200.0% | Added |
| Ellevest, Inc. | 210 | $134.7K | 0.01% | +6+2.9% | Added |
| Brown, Lisle/Cummings, Inc. | 205 | $131.5K | 0.07% | +25+13.9% | Added |
| MV Capital Management, Inc. | 205 | $131.5K | 0.02% | +43+26.5% | Added |
| Dakota Community Bank & Trust NA | 202 | $129.6K | 0.80% | −5−2.4% | Reduced |
| Garde Capital, Inc. | 201 | $129.0K | 0.01% | −26−11.5% | Reduced |
| Close Asset Management Ltd | 200 | $128.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 196 | $125.7K | 0.01% | −9−4.4% | Reduced |
| Maryland Capital Advisors Inc. | 195 | $125.1K | 0.11% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 194 | $124.5K | 0.04% | 00.0% | Unchanged |
| Earnest Partners LLC | 186 | $119.3K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 185 | $118.7K | 0.02% | −34−15.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 185 | $118.7K | 0.00% | −21−10.2% | Reduced |
| Bartlett & Co. LLC | 185 | $118.0K | 0.00% | −21−10.2% | Reduced |
| GeoWealth Management, LLC | 177 | $114.0K | 0.01% | +109+160.3% | Added |
| Counterpoint Mutual Funds LLC | 177 | $113.6K | 0.10% | +177 | New |
| Carmichael Hill & Associates, Inc. | 172 | $110.5K | 0.06% | +1+0.6% | Added |
| Pin Oak Investment Advisors Inc | 171 | $110.0K | 0.14% | +166+3,320.0% | Added |
| PFG Private Wealth Management, LLC | 170 | $109.1K | 0.07% | −2−1.2% | Reduced |
| Lido Advisors, LLC | 33,972 | $108.6K | 0.00% | +7,076+26.3% | Added |
| Lipe & Dalton | 160 | $103.0K | 0.06% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 160 | $102.8K | 0.03% | +1+0.6% | Added |
| Salem Investment Counselors Inc | 159 | $102.0K | 0.00% | +25+18.7% | Added |
| Gables Capital Management Inc. | 153 | $98.2K | 0.07% | +4+2.7% | Added |
| Certified Advisory Corp | 153 | $97.9K | 0.02% | +153 | New |
| Pinnacle Bancorp, Inc. | 152 | $97.5K | 0.04% | −106−41.1% | Reduced |
| Hanson & Doremus Investment Management | 151 | $97.0K | 0.02% | +103+214.6% | Added |
| JFS Wealth Advisors, LLC | 142 | $91.1K | 0.01% | +69+94.5% | Added |
| JJJ Advisors Inc. | 147 | $91.1K | 0.03% | −4−2.6% | Reduced |
| First Financial Corp | 139 | $89.2K | 0.06% | 00.0% | Unchanged |
| Arrow Financial Corp | 137 | $87.9K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 222 | $87.0K | 0.04% | +7+3.3% | Added |
| Bay Harbor Wealth Management, LLC | 134 | $86.0K | 0.04% | +17+14.5% | Added |
| Financial Synergies Wealth Advisors, Inc. | 129 | $82.9K | 0.01% | +48+59.3% | Added |
| Global Trust Asset Management, LLC | 128 | $82.3K | 0.04% | 00.0% | Unchanged |
| Bamco Inc | 128 | $82.1K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 127 | $81.5K | 0.09% | +5+4.1% | Added |
| North Star Investment Management Corp. | 120 | $77.0K | 0.01% | +1+0.8% | Added |
| Northwest Investment Counselors, LLC | 118 | $75.6K | 0.02% | −95−44.6% | Reduced |
| Heritage Wealth Advisors | 117 | $75.1K | 0.00% | +25+27.2% | Added |
| Tacita Capital Inc | 115 | $74.0K | 0.06% | +30+35.3% | Added |
| Orion Capital Management LLC | 115 | $73.8K | 0.05% | −21−15.4% | Reduced |
| Hillsdale Investment Management Inc. | 114 | $73.1K | 0.01% | −150−56.8% | Reduced |
| Solstein Capital, LLC | 112 | $71.9K | 0.06% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 109 | $70.0K | 0.06% | −25−18.7% | Reduced |
| Lansing Street Advisors | 108 | $69.1K | 0.04% | −2−1.8% | Reduced |
| Clearview Wealth Advisors LLC | 105 | $67.4K | 0.07% | −16−13.2% | Reduced |
| Bell Investment Advisors, Inc | 102 | $65.4K | 0.02% | +3+3.0% | Added |
| McIlrath & Eck, LLC | 102 | $65.4K | 0.02% | +2+2.0% | Added |
| Steward Financial Group LLC | 102 | $65.0K | 0.02% | +60+142.9% | Added |
| Private Ocean, LLC | 100 | $64.2K | 0.01% | −10−9.1% | Reduced |
| Park Circle Co | 100 | $64.2K | 0.06% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 100 | $64.2K | 0.01% | 00.0% | Unchanged |
| LSV Asset Management | 100 | $64.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 98 | $62.9K | 0.04% | −3−3.0% | Reduced |
| Fortis Capital Advisors, LLC | 94 | $60.3K | 0.03% | −100−51.5% | Reduced |
| Turim 21 Investimentos Ltda. | 94 | $60.3K | 0.06% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 90 | $57.7K | 0.04% | 00.0% | Unchanged |
| First Community Trust NA | 89 | $57.1K | 0.07% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 87 | $56.3K | 0.04% | −46−34.6% | Reduced |
| Dividend Assets Capital, LLC | 100 | $56.0K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 90 | $56.0K | 0.04% | −10−10.0% | Reduced |
| City Holding Co | 85 | $54.5K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 84 | $54.0K | 0.03% | +40+90.9% | Added |
| Colonial Trust Advisors | 84 | $53.9K | 0.01% | +3+3.7% | Added |
| MUFG Securities EMEA plc | 82 | $53.0K | 0.00% | −360−81.4% | Reduced |
| Financial Freedom, LLC | 82 | $52.6K | 0.04% | −68−45.3% | Reduced |
| Ofi Invest Asset Management | 33,717,418 | $52.6K | 0.27% | +33,717,418 | New |
| Vigilant Capital Management, LLC | 79 | $51.0K | 0.00% | −39−33.1% | Reduced |
| Centerpoint Advisors, LLC | 79 | $51.0K | 0.02% | +79 | New |
| Grey Fox Wealth Advisors, LLC | 79 | $50.9K | 0.03% | +10+14.5% | Added |
| Annapolis Financial Services, LLC | 79 | $50.7K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 78 | $50.0K | 0.05% | +78 | New |
| Osterweis Capital Management Inc | 75 | $48.1K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 75 | $48.1K | 0.08% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 77 | $47.7K | 0.03% | +10+14.9% | Added |