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 5 sales; 4,853 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
- 2,394
- +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
- 1,062 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 | 4,853 | $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 |
|---|---|---|---|---|---|
| Retirement Group, LLC | 62 | $53.8K | 0.02% | −160−72.1% | Reduced |
| Tucker Asset Management LLC | 64 | $55.5K | 0.02% | −3−4.5% | Reduced |
| Mascoma Wealth Management LLC | 65 | $57.5K | 0.02% | 00.0% | Unchanged |
| First Personal Financial Services | 68 | $59.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 70 | $61.1K | 0.05% | +5+7.7% | Added |
| Knott David M Jr | 71 | $62.0K | 0.03% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 74 | $63.8K | 0.04% | −3−3.9% | Reduced |
| Norwood Financial Corp | 75 | $65.1K | 0.10% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 75 | $65.1K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 75 | $65.1K | 0.02% | +17+29.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 76 | $66.6K | 0.05% | −33−30.3% | Reduced |
| Addison Advisors LLC | 77 | $66.8K | 0.03% | +5+6.9% | Added |
| ZRC Wealth Management, LLC | 78 | $67.7K | 0.06% | 00.0% | Unchanged |
| Certified Advisory Corp | 82 | $70.7K | 0.01% | −71−46.4% | Reduced |
| Red Tortoise LLC | 82 | $71.1K | 0.04% | −16−16.3% | Reduced |
| Tfo-TDC, LLC | 82 | $71.1K | 0.02% | +82 | New |
| Financial Freedom, LLC | 82 | $71.5K | 0.05% | 00.0% | Unchanged |
| Colonial Trust Advisors | 84 | $72.9K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 84 | $72.9K | 0.02% | +5+6.3% | Added |
| Global Financial Private Client, LLC | 84 | $73.6K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 85 | $73.7K | 0.02% | −402−82.5% | Reduced |
| Safeguard Financial, LLC | 87 | $75.0K | 0.04% | +87 | New |
| Cornerstone Planning Group LLC | 87 | $75.8K | 0.03% | +87 | New |
| MUFG Securities EMEA plc | 88 | $76.3K | 0.00% | +6+7.3% | Added |
| Register Financial Advisors LLC | 88 | $76.4K | 0.05% | +1+1.1% | Added |
| First Community Trust NA | 89 | $77.2K | 0.09% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 90 | $78.1K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 92 | $79.8K | 0.00% | −25−21.4% | Reduced |
| Vigilant Capital Management, LLC | 92 | $80.0K | 0.01% | +13+16.5% | Added |
| WR Wealth Planners, LLC | 93 | $80.4K | 0.03% | +23+32.9% | Added |
| Turim 21 Investimentos Ltda. | 94 | $81.5K | 0.04% | 00.0% | Unchanged |
| TFC Financial Management | 97 | $84.1K | 0.02% | +36+59.0% | Added |
| City Holding Co | 99 | $85.9K | 0.01% | +14+16.5% | Added |
| Park Circle Co | 100 | $86.7K | 0.08% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 102 | $88.5K | 0.07% | +90+750.0% | Added |
| Bell Investment Advisors, Inc | 104 | $90.2K | 0.02% | +2+2.0% | Added |
| Lipe & Dalton | 105 | $91.0K | 0.05% | −55−34.4% | Reduced |
| Tompkins Financial Corp | 105 | $91.1K | 0.01% | −410−79.6% | Reduced |
| Clearview Wealth Advisors LLC | 105 | $91.1K | 0.09% | 00.0% | Unchanged |
| Steward Financial Group LLC | 110 | $95.0K | 0.03% | +8+7.8% | Added |
| Solstein Capital, LLC | 112 | $97.2K | 0.08% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 113 | $98.0K | 0.01% | +13+13.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 114 | $99.2K | 0.01% | −15−11.6% | Reduced |
| Private Ocean, LLC | 115 | $99.8K | 0.01% | +15+15.0% | Added |
| Tacita Capital Inc | 115 | $100.0K | 0.07% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 118 | $102.4K | 0.03% | 00.0% | Unchanged |
| RFP Financial Group LLC | 119 | $103.2K | 0.04% | −8−6.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 120 | $104.1K | 0.05% | −448−78.9% | Reduced |
| North Star Investment Management Corp. | 121 | $104.6K | 0.01% | +1+0.8% | Added |
| St Germain D J Co Inc | 121 | $105.0K | 0.01% | +121 | New |
| Bay Harbor Wealth Management, LLC | 125 | $108.4K | 0.04% | −9−6.7% | Reduced |
| Foster Dykema Cabot & Co Inc | 128 | $111.0K | 0.01% | +128 | New |
| Bamco Inc | 131 | $113.6K | 0.00% | +3+2.3% | Added |
| Dividend Assets Capital, LLC | 135 | $117.0K | 0.02% | +35+35.0% | Added |
| Spotlight Asset Group, Inc. | 136 | $118.0K | 0.11% | +136 | New |
| IMA Wealth, Inc. | 144 | $124.9K | 0.03% | +102+242.9% | Added |
| Arrow Financial Corp | 145 | $125.8K | 0.02% | +8+5.8% | Added |
| First Financial Corp | 147 | $127.5K | 0.08% | +8+5.8% | Added |
| Pinnacle Bancorp, Inc. | 147 | $127.5K | 0.04% | −5−3.3% | Reduced |
| JFS Wealth Advisors, LLC | 147 | $127.5K | 0.01% | +5+3.5% | Added |
| Roth Financial Partners LLC | 152 | $131.8K | 0.08% | +152 | New |
| Gables Capital Management Inc. | 153 | $132.7K | 0.09% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 154 | $133.8K | 0.01% | −88−36.4% | Reduced |
| Lansing Street Advisors | 164 | $141.8K | 0.08% | +56+51.9% | Added |
| Hillsdale Investment Management Inc. | 164 | $142.3K | 0.01% | +50+43.9% | Added |
| Salem Investment Counselors Inc | 169 | $146.6K | 0.01% | +10+6.3% | Added |
| PFG Private Wealth Management, LLC | 171 | $148.3K | 0.09% | +1+0.6% | Added |
| JJJ Advisors Inc. | 171 | $148.3K | 0.04% | +24+16.3% | Added |
| Carmichael Hill & Associates, Inc. | 172 | $149.4K | 0.07% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 181 | $157.0K | 0.17% | +10+5.8% | Added |
| Atlantic Trust, LLC | 184 | $159.5K | 0.05% | +24+15.0% | Added |
| Earnest Partners LLC | 186 | $161.3K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 187 | $162.2K | 0.96% | −15−7.4% | Reduced |
| Maryland Capital Advisors Inc. | 195 | $169.1K | 0.14% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 197 | $170.9K | 0.02% | +12+6.5% | Added |
| Close Asset Management Ltd | 200 | $173.0K | 0.01% | 00.0% | Unchanged |
| Alphadyne Asset Management LP | 204 | $177.0K | 0.54% | +204 | New |
| Hexagon Capital Partners LLC | 209 | $181.0K | 0.05% | −185−47.0% | Reduced |
| Versant Capital Management, Inc | 209 | $181.3K | 0.06% | +15+7.7% | Added |
| BDO Wealth Advisors, LLC | 214 | $185.2K | 0.02% | +141+193.2% | Added |
| MV Capital Management, Inc. | 215 | $186.5K | 0.02% | +10+4.9% | Added |
| Quarry LP | 216 | $187.4K | 0.12% | +216 | New |
| Fiduciary Alliance LLC | 219 | $190.1K | 0.04% | +219 | New |
| Capstone Investment Advisors, LLC | 220 | $190.8K | 0.01% | −3,978−94.8% | Reduced |
| Mizuho Securities Co. Ltd. | 220 | $190.8K | 0.43% | −10−4.3% | Reduced |
| First Command Bank | 224 | $194.3K | 0.02% | −40−15.2% | Reduced |
| First Command Financial Services, Inc. | 224 | $194.3K | 0.02% | −40−15.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 227 | $196.9K | 0.08% | −75−24.8% | Reduced |
| GeoWealth Management, LLC | 229 | $198.0K | 0.02% | +52+29.4% | Added |
| Catalyst Capital Advisors LLC | 230 | $199.5K | 0.01% | −9−3.8% | Reduced |
| Schnieders Capital Management LLC | 231 | $200.4K | 0.04% | +231 | New |
| Intrepid Capital Management Inc | 231 | $200.5K | 0.14% | +231 | New |
| Palisade Asset Management, LLC | 232 | $201.2K | 0.02% | +232 | New |
| Merriman Wealth Management, LLC | 233 | $202.1K | 0.01% | +233 | New |
| Lockerman Financial Group, Inc. | 233 | $202.1K | 0.56% | +233 | New |
| MGO Private Wealth, LLC | 234 | $203.0K | 0.15% | +234 | New |
| Northstar Asset Management LLC | 235 | $203.8K | 0.06% | +235 | New |
| Wealth Management Partners, LLC | 235 | $203.8K | 0.13% | +235 | New |
| Granite Harbor Advisors, Inc. | 237 | $205.6K | 0.16% | +237 | New |
| SC&H Financial Advisors, Inc. | 238 | $206.0K | 0.07% | +238 | New |