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, 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 | 4,855 | $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, 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 |
|---|---|---|---|---|---|
| Cavalier Investments, LLC | 1,899 | $1.65M | 0.60% | +1,899 | New |
| CSU Producer Resources, Inc. | 1,900 | $1.65M | 6.12% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,901 | $1.65M | 0.15% | −103−5.1% | Reduced |
| Eudaimonia Partners, LLC | 1,902 | $1.65M | 0.37% | −329−14.7% | Reduced |
| Trust Co of Vermont | 1,908 | $1.66M | 0.11% | +67+3.6% | Added |
| Griffin Asset Management, Inc. | 1,935 | $1.68M | 0.23% | −1,925−49.9% | Reduced |
| Cutter & CO Brokerage, Inc. | 1,936 | $1.68M | 0.50% | +140+7.8% | Added |
| Hanlon Investment Management, Inc. | 1,938 | $1.68M | 0.49% | −41−2.1% | Reduced |
| Forza Wealth Management, LLC | 1,945 | $1.69M | 0.85% | −215−10.0% | Reduced |
| IAM Advisory, LLC | 1,947 | $1.69M | 0.58% | +107+5.8% | Added |
| Wealthcare Advisory Partners LLC | 1,955 | $1.70M | 0.08% | −48−2.4% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 1,938 | $1.70M | 0.35% | −283−12.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,959 | $1.70M | 0.98% | −26−1.3% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,964 | $1.70M | 0.44% | +222+12.7% | Added |
| Foundations Investment Advisors, LLC | 1,974 | $1.71M | 0.06% | +147+8.0% | Added |
| Community Bank & Trust, Waco, Texas | 1,982 | $1.72M | 0.52% | −53−2.6% | Reduced |
| Lakeview Capital Partners, LLC | 1,989 | $1.72M | 0.32% | +173+9.5% | Added |
| Jupiter Wealth Management LLC | 1,997 | $1.73M | 1.49% | +171+9.4% | Added |
| Community Capital Management, Inc. | 2,000 | $1.73M | 2.41% | −1,325−39.8% | Reduced |
| Patton Albertson Miller Group, LLC | 2,000 | $1.73M | 0.34% | −415−17.2% | Reduced |
| Cullinan Associates Inc | 2,000 | $1.73M | 0.10% | +200+11.1% | Added |
| Liontrust Investment Partners LLP | 2,000 | $1.73M | 0.02% | +2,000 | New |
| Lumina Fund Management LLC | 2,000 | $1.74M | 0.78% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 2,001 | $1.74M | 0.35% | +1,265+171.9% | Added |
| Laidlaw Wealth Management LLC | 2,012 | $1.75M | 0.34% | −26−1.3% | Reduced |
| Lederer & Associates Investment Counsel | 2,013 | $1.75M | 1.32% | −120−5.6% | Reduced |
| Cookson Peirce & Co Inc | 2,015 | $1.75M | 0.11% | −642−24.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,020 | $1.75M | 0.20% | +47+2.4% | Added |
| Redmond Asset Management, LLC | 2,037 | $1.77M | 0.57% | −865−29.8% | Reduced |
| Sanders Morris Harris LLC | 2,018 | $1.77M | 0.39% | +2,018 | New |
| Chesapeake Wealth Management | 2,039 | $1.77M | 0.70% | +90+4.6% | Added |
| Bank Pictet & Cie (Asia) Ltd | 2,044 | $1.77M | 0.52% | −444−17.8% | Reduced |
| Guinness Atkinson Asset Management Inc | 2,050 | $1.78M | 0.94% | −280−12.0% | Reduced |
| Redwood Investment Management, LLC | 2,059 | $1.79M | 0.18% | +2,059 | New |
| CRA Financial Services, LLC | 2,060 | $1.79M | 0.48% | +49+2.4% | Added |
| Naviter Wealth, LLC | 2,060 | $1.79M | 0.45% | +221+12.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,065 | $1.79M | 0.02% | +7+0.3% | Added |
| DuPont Capital Management Corp | 2,070 | $1.80M | 0.09% | −1,910−48.0% | Reduced |
| Providence Wealth Advisors, LLC | 2,089 | $1.80M | 1.99% | −145−6.5% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 2,077 | $1.80M | 1.09% | +36+1.8% | Added |
| Zhang Financial LLC | 2,074 | $1.81M | 0.19% | +103+5.2% | Added |
| Northern Financial Advisors Inc | 2,091 | $1.81M | 1.60% | +55+2.7% | Added |
| Triangle Securities Wealth Management | 2,092 | $1.81M | 0.62% | −715−25.5% | Reduced |
| Ropes Wealth Advisors LLC | 2,093 | $1.82M | 0.30% | +539+34.7% | Added |
| Analyst IMS Investment Management Services Ltd. | 2,105 | $1.82M | 0.12% | +18+0.9% | Added |
| EPG Wealth Management LLC | 2,094 | $1.82M | 0.54% | −381−15.4% | Reduced |
| Red Door Wealth Management, LLC | 2,110 | $1.83M | 0.41% | +2,110 | New |
| Marcum Wealth, LLC | 2,112 | $1.83M | 0.22% | −619−22.7% | Reduced |
| Lavaca Capital LLC | 2,115 | $1.83M | 0.57% | −17−0.8% | Reduced |
| Wealthsource Partners, LLC | 2,125 | $1.84M | 0.12% | +49+2.4% | Added |
| Park National Corp | 2,126 | $1.84M | 0.08% | −453−17.6% | Reduced |
| SkyOak Wealth, LLC | 2,126 | $1.84M | 0.52% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 2,131 | $1.85M | 0.48% | +474+28.6% | Added |
| Transamerica Financial Advisors, Inc. | 2,148 | $1.86M | 0.24% | +141+7.0% | Added |
| Arete Wealth Advisors, LLC | 2,150 | $1.86M | 0.17% | +42+2.0% | Added |
| First Commonwealth Financial Corp | 2,154 | $1.87M | 0.61% | −264−10.9% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,161 | $1.87M | 0.71% | +13+0.6% | Added |
| Abbrea Capital, LLC | 2,167 | $1.88M | 0.29% | +125+6.1% | Added |
| Wolf Group Capital Advisors | 2,380 | $1.88M | 0.94% | +2,380 | New |
| Garner Asset Management Corp | 2,172 | $1.88M | 1.09% | −268−11.0% | Reduced |
| Caldwell Investment Management Ltd. | 2,200 | $1.90M | 1.44% | −1,600−42.1% | Reduced |
| Vise Technologies, Inc. | 2,200 | $1.91M | 0.46% | +87+4.1% | Added |
| TrinityPoint Wealth, LLC | 2,202 | $1.91M | 0.37% | −94−4.1% | Reduced |
| Belpointe Asset Management LLC | 2,204 | $1.91M | 0.20% | −8,360−79.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,221 | $1.93M | 0.20% | +877+65.3% | Added |
| SRN Advisors, LLC | 2,229 | $1.93M | 1.72% | −44−1.9% | Reduced |
| Harbor Investment Advisory, LLC | 2,230 | $1.93M | 0.27% | +42+1.9% | Added |
| Great Lakes Retirement, Inc. | 2,247 | $1.95M | 0.34% | +2+0.1% | Added |
| Chapin Davis, Inc. | 2,269 | $1.97M | 0.93% | +1,506+197.4% | Added |
| Argus Investors' Counsel, Inc. | 2,270 | $1.97M | 1.37% | −50−2.2% | Reduced |
| Wellington Shields Capital Management, LLC | 2,271 | $1.97M | 0.24% | +10.0% | Added |
| Westside Investment Management, Inc. | 2,268 | $1.98M | 0.56% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 2,294 | $1.98M | 0.05% | +423+22.6% | Added |
| WealthShield Partners, LLC | 2,285 | $1.98M | 0.30% | −970−29.8% | Reduced |
| Charles Schwab Trust Co | 2,460 | $1.99M | 0.24% | +17+0.7% | Added |
| Cim Investment Mangement Inc | 2,295 | $1.99M | 0.68% | +5+0.2% | Added |
| Monument Capital Management | 2,296 | $1.99M | 0.64% | +300+15.0% | Added |
| Arjuna Capital | 2,307 | $2.00M | 0.71% | −21−0.9% | Reduced |
| Genesee Capital Advisors, LLC | 2,307 | $2.00M | 1.36% | −193−7.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,308 | $2.00M | 0.70% | −384−14.3% | Reduced |
| Tradition Wealth Management, LLC | 2,311 | $2.00M | 0.23% | −35−1.5% | Reduced |
| Chesapeake Asset Management LLC | 2,320 | $2.01M | 1.82% | +56+2.5% | Added |
| Wedmont Private Capital | 2,265 | $2.01M | 0.22% | +268+13.4% | Added |
| Americana Partners, LLC | 2,322 | $2.01M | 0.26% | −2,406−50.9% | Reduced |
| Probity Advisors, Inc. | 2,332 | $2.02M | 0.44% | +2,332 | New |
| Left Brain Wealth Management, LLC | 2,340 | $2.03M | 1.24% | +183+8.5% | Added |
| CVA Family Office, LLC | 2,343 | $2.03M | 0.43% | +719+44.3% | Added |
| Hollencrest Capital Management | 2,343 | $2.03M | 0.21% | −16−0.7% | Reduced |
| International Assets Investment Management, LLC | 2,346 | $2.03M | 0.28% | −701−23.0% | Reduced |
| Archer Investment Corp | 2,349 | $2.04M | 0.73% | −169−6.7% | Reduced |
| LGT Fund Management Co Ltd. | 2,350 | $2.04M | 0.94% | −550−19.0% | Reduced |
| Copperwynd Financial, LLC | 2,356 | $2.04M | 0.95% | +2,356 | New |
| Empire Financial Management Company, LLC | 2,362 | $2.05M | 0.82% | −160−6.3% | Reduced |
| Lifeworks Advisors, LLC | 2,366 | $2.05M | 0.87% | +149+6.7% | Added |
| Boston Trust Walden Corp | 2,366 | $2.05M | 0.02% | +111+4.9% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 2,264 | $2.06M | 1.09% | −861−27.6% | Reduced |
| Benchmark Investment Advisors LLC | 2,381 | $2.07M | 1.90% | +143+6.4% | Added |
| Harvest Investment Advisors, LLC | 2,381 | $2.07M | 1.77% | −37−1.5% | Reduced |
| Mayflower Financial Advisors, LLC | 2,384 | $2.07M | 0.27% | +65+2.8% | Added |
| Csenge Advisory Group | 2,388 | $2.07M | 0.14% | +426+21.7% | Added |