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; 4,854 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, Q2 2023
Institutional positions in Broadcom Inc. as of Jun 30, 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
- 2,393
- +208 vs. Q1 2023
- Shares held
- 332.2M
- −41.0M (−11.0%) vs. Q1 2023
- Total value
- $287.4B
- +$72.7B (+33.8%) vs. Q1 2023
- New holders
- 300
- 808 more added
- Sold out
- 92
- 1,061 more reduced
23 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | 4,854 | $1.40T |
| Q1 2026 | 4,707 | $1.12T |
| Q4 2025 | 4,730 | $1.27T |
| Q3 2025 | 4,296 | $1.17T |
| Q2 2025 | 4,091 | $996.4B |
| Q1 2025 | 3,826 | $597.5B |
| Q4 2024 | 3,919 | $828.2B |
| Q3 2024 | 3,418 | $605.9B |
| Q2 2024 | 3,280 | $561.2B |
| Q1 2024 | 3,071 | $469.0B |
| Q4 2023 | 2,879 | $398.6B |
| Q3 2023 | 2,466 | $277.0B |
| Q2 2023 | 2,394 | $287.4B |
| Q1 2023 | 2,209 | $214.8B |
| Q4 2022 | 2,146 | $189.1B |
| Q3 2022 | 2,013 | $148.9B |
| Q2 2022 | 2,002 | $158.2B |
| Q1 2022 | 2,058 | $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, Q2 2023
Shares, value and share of portfolio for each institution holding Broadcom Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Windsor Capital Management, LLC | 1,492 | $1.29M | 0.43% | −43−2.8% | Reduced |
| Innovis Asset Management LLC | 1,494 | $1.30M | 0.48% | −363−19.5% | Reduced |
| Navalign, LLC | 1,495 | $1.30M | 0.52% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 1,502 | $1.30M | 0.11% | +263+21.2% | Added |
| Prosperity Consulting Group, LLC | 1,504 | $1.30M | 0.80% | −81−5.1% | Reduced |
| Carolinas Wealth Consulting LLC | 1,505 | $1.31M | 0.26% | −48−3.1% | Reduced |
| ICW Investment Advisors LLC | 1,514 | $1.31M | 0.71% | +23+1.5% | Added |
| Cito Capital Group, LLC | 1,515 | $1.31M | 0.60% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,519 | $1.32M | 0.06% | +1,013+200.2% | Added |
| Leelyn Smith, LLC | 1,520 | $1.32M | 0.32% | −47−3.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 1,520 | $1.32M | 0.42% | +1,520 | New |
| Farmers & Merchants Trust Co of Long Beach | 1,523 | $1.32M | 0.35% | −25−1.6% | Reduced |
| Optimum Investment Advisors | 1,524 | $1.32M | 0.65% | +95+6.6% | Added |
| NorthRock Partners, LLC | 1,531 | $1.33M | 0.15% | +151+10.9% | Added |
| Castle Rock Wealth Management, LLC | 1,543 | $1.33M | 0.45% | +493+47.0% | Added |
| Millennium Capital Advisors, LLC | 1,538 | $1.33M | 1.10% | +7+0.5% | Added |
| First County Bank | 1,539 | $1.33M | 0.65% | +64+4.3% | Added |
| Brady Family Wealth, LLC | 1,539 | $1.34M | 0.50% | −52−3.3% | Reduced |
| Provence Wealth Management Group | 1,549 | $1.34M | 0.79% | +165+11.9% | Added |
| Wellington Shields & Co., LLC | 1,550 | $1.34M | 0.32% | 00.0% | Unchanged |
| AMG National Trust Bank | 1,552 | $1.35M | 0.04% | −110−6.6% | Reduced |
| InterOcean Capital Group, LLC | 1,558 | $1.35M | 0.04% | +331+27.0% | Added |
| Buckley Wealth Management, LLC | 1,560 | $1.35M | 0.46% | −157−9.1% | Reduced |
| Insigneo Advisory Services, LLC | 1,568 | $1.36M | 0.26% | +876+126.6% | Added |
| Altus Wealth Group LLC | 1,574 | $1.37M | 0.84% | +47+3.1% | Added |
| Richard W. Paul & Associates, LLC | 1,576 | $1.37M | 0.60% | −9−0.6% | Reduced |
| Simmons Bank | 1,577 | $1.37M | 0.11% | −15−0.9% | Reduced |
| Essex Financial Services, Inc. | 1,578 | $1.37M | 0.16% | −24−1.5% | Reduced |
| PDS Planning, Inc | 1,578 | $1.37M | 0.18% | +307+24.2% | Added |
| Fiduciary Planning LLC | 1,579 | $1.37M | 0.63% | +169+12.0% | Added |
| Value Partners Investments Inc. | 1,580 | $1.37M | 0.11% | −41−2.5% | Reduced |
| Brighton Jones LLC | 1,581 | $1.37M | 0.07% | +423+36.5% | Added |
| Fortis Capital Management LLC | 1,583 | $1.37M | 0.49% | −279−15.0% | Reduced |
| Haverford Trust Co | 1,586 | $1.38M | 0.02% | −110−6.5% | Reduced |
| Liberty Wealth Management LLC | 1,587 | $1.38M | 0.34% | +1,587 | New |
| Chicago Trust Co NA | 1,593 | $1.38M | 0.33% | −56−3.4% | Reduced |
| Drive Wealth Management, LLC | 1,595 | $1.38M | 0.51% | −22−1.4% | Reduced |
| Accurate Wealth Management, LLC | 1,562 | $1.39M | 0.43% | +129+9.0% | Added |
| Edgestream Partners, L.P. | 1,601 | $1.39M | 0.13% | −3,214−66.7% | Reduced |
| Cohen & Steers, Inc. | 1,604 | $1.39M | 0.00% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 1,606 | $1.39M | 0.49% | +1,057+192.5% | Added |
| JT Stratford LLC | 1,608 | $1.39M | 0.38% | −85−5.0% | Reduced |
| E&G Advisors, LP | 1,610 | $1.40M | 0.49% | +50+3.2% | Added |
| Marietta Investment Partners LLC | 1,615 | $1.40M | 0.36% | +5+0.3% | Added |
| Avidian Wealth Solutions, LLC | 1,619 | $1.40M | 0.09% | −2,234−58.0% | Reduced |
| Physicians Financial Services, Inc. | 1,628 | $1.41M | 0.55% | −33−2.0% | Reduced |
| NVWM, LLC | 1,637 | $1.42M | 0.46% | +24+1.5% | Added |
| Two Sigma Securities, LLC | 1,638 | $1.42M | 0.12% | −4,422−73.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,639 | $1.42M | 0.15% | +279+20.5% | Added |
| Seascape Capital Management | 1,658 | $1.44M | 0.68% | −8−0.5% | Reduced |
| Redwood Wealth Management Group, LLC | 1,667 | $1.45M | 1.60% | +24+1.5% | Added |
| Great Diamond Partners, LLC | 1,678 | $1.46M | 0.38% | +763+83.4% | Added |
| Davis R M Inc | 1,680 | $1.46M | 0.03% | −21−1.2% | Reduced |
| Colton Groome Financial Advisors, LLC | 1,685 | $1.46M | 0.69% | +432+34.5% | Added |
| Stevens Capital Management LP | 1,688 | $1.46M | 0.30% | +1,688 | New |
| Shepherd Financial Partners LLC | 1,694 | $1.47M | 0.23% | +82+5.1% | Added |
| Bluefin Capital Management, LLC | 1,700 | $1.47M | 0.33% | – | – |
| Bard Financial Services, Inc. | 1,700 | $1.47M | 0.11% | −50−2.9% | Reduced |
| FinTrust Capital Advisors, LLC | 2,640 | $1.48M | 0.35% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,708 | $1.48M | 0.24% | −55−3.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,713 | $1.49M | 0.51% | +40+2.4% | Added |
| Waterloo Capital, L.P. | 1,714 | $1.49M | 0.44% | +29+1.7% | Added |
| Cravens & Co Advisors, LLC | 1,714 | $1.49M | 1.37% | −336−16.4% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 1,719 | $1.49M | 0.44% | +1,719 | New |
| Anchor Investment Management, LLC | 1,725 | $1.50M | 0.19% | +289+20.1% | Added |
| GPS Wealth Strategies Group, LLC | 1,729 | $1.50M | 0.28% | +222+14.7% | Added |
| Baader Bank INC | 1,750 | $1.50M | 0.13% | +380+27.7% | Added |
| Phillips Wealth Planners LLC | 1,733 | $1.50M | 1.97% | −842−32.7% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 1,754 | $1.52M | 1.12% | −1−0.1% | Reduced |
| Financial Insights, Inc. | 1,757 | $1.52M | 0.56% | +380+27.6% | Added |
| Magnus Financial Group LLC | 1,765 | $1.53M | 0.22% | −23−1.3% | Reduced |
| Lyell Wealth Management, LP | 1,773 | $1.54M | 0.20% | −10−0.6% | Reduced |
| Bessemer Securities LLC | 1,773 | $1.54M | 1.02% | −65−3.5% | Reduced |
| Concord Asset Management, LLC | 1,774 | $1.54M | 0.54% | +374+26.7% | Added |
| North Star Asset Management Inc | 1,777 | $1.54M | 0.09% | +96+5.7% | Added |
| Old National Bancorp | 1,779 | $1.54M | 0.04% | +1,120+170.0% | Added |
| 44 Wealth Management LLC | 1,779 | $1.54M | 0.53% | −281−13.6% | Reduced |
| Main Street Financial Solutions, LLC | 1,782 | $1.55M | 0.21% | +67+3.9% | Added |
| Mendel Money Management | 1,785 | $1.55M | 0.80% | −284−13.7% | Reduced |
| PKO Investment Management Joint-Stock Co | 1,800 | $1.56M | 0.19% | −1,700−48.6% | Reduced |
| Magnolia Capital Advisors LLC | 1,801 | $1.56M | 0.78% | −508−22.0% | Reduced |
| Orca Investment Management, LLC | 1,802 | $1.56M | 1.70% | −55−3.0% | Reduced |
| J.W. Cole Advisors, Inc. | 1,804 | $1.57M | 0.11% | −431−19.3% | Reduced |
| Founders Financial Securities LLC | 1,821 | $1.58M | 0.21% | +228+14.3% | Added |
| Pinnacle Financial Partners Inc | 1,821 | $1.58M | 0.04% | +186+11.4% | Added |
| RMB Capital Management, LLC | 1,828 | $1.59M | 0.05% | −545−23.0% | Reduced |
| Doliver Advisors, LP | 1,834 | $1.59M | 0.48% | +2+0.1% | Added |
| PYA Waltman Capital, LLC | 1,864 | $1.59M | 0.69% | +385+26.0% | Added |
| Taylor & Morgan Wealth Management, LLC | 1,836 | $1.59M | 1.31% | −191−9.4% | Reduced |
| Intrua Financial, LLC | 1,840 | $1.60M | 0.29% | −530−22.4% | Reduced |
| MTM Investment Management, LLC | 1,842 | $1.60M | 0.78% | +3+0.2% | Added |
| AXS Investments LLC | 1,851 | $1.61M | 0.43% | −525−22.1% | Reduced |
| Wealthspire Advisors, LLC | 1,855 | $1.61M | 0.03% | +91+5.2% | Added |
| Waldron Private Wealth LLC | 1,865 | $1.62M | 0.08% | −71−3.7% | Reduced |
| Private Advisory Group LLC | 1,868 | $1.62M | 0.32% | +1,868 | New |
| Davidson Capital Management Inc. | 1,869 | $1.62M | 0.81% | +33+1.8% | Added |
| Cedar Brook Financial Partners, LLC | 1,873 | $1.62M | 0.39% | −395−17.4% | Reduced |
| Claro Advisors LLC | 1,884 | $1.63M | 0.41% | −84−4.3% | Reduced |
| West Branch Capital LLC | 1,889 | $1.64M | 0.82% | +85+4.7% | Added |
| Oxbow Advisors, LLC | 1,896 | $1.64M | 0.26% | −409−17.7% | Reduced |