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; 4,853 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 |
|---|---|---|---|---|---|
| First Western Trust Bank | 365 | $316.6K | 0.02% | −8−2.1% | Reduced |
| Texas Yale Capital Corp. | 365 | $316.6K | 0.01% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 365 | $316.6K | 0.14% | +1+0.3% | Added |
| Security Financial Services, INC. | 366 | $317.5K | 0.09% | +366 | New |
| Sigma Investment Counselors Inc | 366 | $317.5K | 0.02% | +9+2.5% | Added |
| PRW Wealth Management LLC | 349 | $317.7K | 0.11% | +7+2.0% | Added |
| United Bank | 368 | $319.2K | 0.04% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 368 | $319.2K | 0.25% | 00.0% | Unchanged |
| Barr E S & Co | 368 | $319.2K | 0.02% | +368 | New |
| Beacon Financial Advisory LLC | 370 | $320.7K | 0.18% | +2+0.5% | Added |
| Nichols & Pratt Advisers LLP | 370 | $320.9K | 0.02% | +370 | New |
| Redwood Financial Network Corp | 370 | $321.0K | 0.30% | 00.0% | Unchanged |
| Saba Capital Management, L.P. | 371 | $321.8K | 0.01% | −5,505−93.7% | Reduced |
| Wayfinding Financial, LLC | 358 | $322.0K | 0.22% | +358 | New |
| Abacus Planning Group, Inc. | 372 | $323.0K | 0.08% | −56−13.1% | Reduced |
| First Affirmative Financial Network | 374 | $324.1K | 0.32% | +374 | New |
| Lifestyle Asset Management, Inc. | 375 | $325.3K | 0.20% | −57−13.2% | Reduced |
| Elgethun Capital Management | 375 | $325.3K | 0.10% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 375 | $325.3K | 0.05% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 375 | $325.6K | 0.19% | +35+10.3% | Added |
| Smith Anglin Financial, LLC | 375 | $325.7K | 0.04% | +2+0.5% | Added |
| Aveo Capital Partners, LLC | 376 | $326.3K | 0.04% | +29+8.4% | Added |
| Paragon Private Wealth Management, LLC | 377 | $327.0K | 0.26% | +8+2.2% | Added |
| Angeles Wealth Management, LLC | 378 | $327.9K | 0.04% | +378 | New |
| Financial Advisory Corp | 378 | $328.0K | 0.15% | +7+1.9% | Added |
| McGuire Investment Group, LLC | 379 | $328.8K | 0.06% | +43+12.8% | Added |
| OneAscent Financial Services LLC | 379 | $329.0K | 0.15% | +55+17.0% | Added |
| MainStreet Investment Advisors LLC | 380 | $329.6K | 0.04% | −7−1.8% | Reduced |
| Circle Wealth Management, LLC | 380 | $329.6K | 0.04% | +1+0.3% | Added |
| Atwood & Palmer Inc | 380 | $329.6K | 0.03% | +86+29.3% | Added |
| Hartford Funds Management Co LLC | 380 | $329.7K | 0.03% | +58+18.0% | Added |
| Peak Financial Advisors LLC | 382 | $331.4K | 0.26% | +9+2.4% | Added |
| Gallacher Capital Management LLC | 385 | $333.9K | 0.19% | −748−66.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 386 | $334.8K | 0.17% | −14−3.5% | Reduced |
| FOCUS Wealth Advisors, LLC | 386 | $334.8K | 0.23% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 389 | $337.4K | 0.00% | +389 | New |
| Covestor Ltd | 389 | $338.0K | 0.26% | −9−2.3% | Reduced |
| WealthPLAN Partners, LLC | 390 | $338.4K | 0.05% | −119−23.4% | Reduced |
| Insight Folios Inc | 393 | $340.8K | 0.14% | −231−37.0% | Reduced |
| Heron Financial Group, LLC | 393 | $340.9K | 0.18% | −10−2.5% | Reduced |
| Peak Planning Group, LLC | 394 | $341.6K | 0.25% | +1+0.3% | Added |
| Bangor Savings Bank | 394 | $341.8K | 0.04% | −13−3.2% | Reduced |
| Nixon Peabody Trust Co | 394 | $341.8K | 0.28% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 394 | $341.8K | 0.12% | +1+0.3% | Added |
| Legacy Advisors, LLC | 395 | $342.6K | 0.05% | +36+10.0% | Added |
| Warren Street Wealth Advisors, LLC | 395 | $342.6K | 0.23% | +44+12.5% | Added |
| DT Investment Partners, LLC | 374 | $344.1K | 0.04% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 398 | $345.2K | 0.08% | −2−0.5% | Reduced |
| LaSalle St. Investment Advisors, LLC | 399 | $346.0K | 0.15% | +399 | New |
| WBH Advisory Inc | 400 | $346.6K | 0.04% | −163−29.0% | Reduced |
| Sherbrooke Park Advisers LLC | 400 | $347.0K | 0.18% | +400 | New |
| O'Brien Greene & Co. Inc | 400 | $347.0K | 0.12% | −33−7.6% | Reduced |
| Clarus Group, Inc. | 401 | $347.8K | 0.25% | +401 | New |
| CFO4Life Group, LLC | 403 | $349.7K | 0.08% | +403 | New |
| Smith Shellnut Wilson LLC | 404 | $350.4K | 0.20% | 00.0% | Unchanged |
| Red Wave Investments LLC | 404 | $350.4K | 0.14% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 406 | $352.2K | 0.04% | 00.0% | Unchanged |
| NBW Capital LLC | 407 | $353.0K | 0.08% | −28−6.4% | Reduced |
| David Loasby | 418 | $354.5K | 0.04% | −40−8.7% | Reduced |
| Strategic Wealth Designers | 409 | $354.8K | 0.06% | +49+13.6% | Added |
| Darwin Advisors, LLC | 406 | $358.1K | 0.09% | +63+18.4% | Added |
| Intercontinental Wealth Advisors, LLC | 413 | $358.2K | 0.09% | −249−37.6% | Reduced |
| Gill Capital Partners, LLC | 414 | $359.1K | 0.15% | 00.0% | Unchanged |
| New Republic Capital, LLC | 414 | $359.2K | 0.25% | +26+6.7% | Added |
| JGP Wealth Management, LLC | 414 | $359.3K | 0.06% | +414 | New |
| Hamilton Wealth, LLC | 416 | $361.0K | 0.13% | +7+1.7% | Added |
| Country Trust Bank | 417 | $361.7K | 0.01% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 402 | $362.0K | 0.13% | −70−14.8% | Reduced |
| Fort, L.P. | 418 | $362.6K | 0.96% | −46−9.9% | Reduced |
| Roundview Capital LLC | 418 | $362.6K | 0.04% | 00.0% | Unchanged |
| Sandler Capital Management | 419 | $363.5K | 0.04% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 420 | $364.0K | 0.26% | −140−25.0% | Reduced |
| Ambassador Advisors, LLC | 439 | $364.3K | 0.08% | +439 | New |
| Consilium Wealth Advisory, LLC | 420 | $364.3K | 0.25% | +420 | New |
| Clear Creek Financial Management, LLC | 420 | $364.3K | 0.06% | −15−3.4% | Reduced |
| RW Investment Management LLC | 422 | $366.1K | 0.08% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 425 | $368.2K | 0.18% | +51+13.6% | Added |
| NinePointTwo Capital | 426 | $369.0K | 0.14% | 00.0% | Unchanged |
| Security National Bank | 428 | $371.3K | 0.09% | +75+21.2% | Added |
| Telos Capital Management, Inc. | 429 | $372.1K | 0.05% | −60−12.3% | Reduced |
| Outlook Wealth Advisors, LLC | 429 | $372.3K | 0.14% | +429 | New |
| Grant/GrossMendelsohn, LLC | 423 | $373.4K | 0.15% | +423 | New |
| White Knight Strategic Wealth Advisors, LLC | 431 | $373.9K | 0.44% | −239−35.7% | Reduced |
| Tandem Wealth Advisors LLC | 435 | $377.3K | 0.23% | −286−39.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 436 | $378.2K | 0.10% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 436 | $378.2K | 0.12% | +99+29.4% | Added |
| MKT Advisors LLC | 421 | $378.7K | 0.27% | −331−44.0% | Reduced |
| Ethos Financial Group, LLC | 591 | $379.1K | 0.13% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 438 | $379.6K | 0.05% | −59−11.9% | Reduced |
| Partners Capital Investment Group, LLP | 438 | $379.9K | 0.01% | +438 | New |
| PFW Advisors LLC | 459 | $380.9K | 0.13% | +459 | New |
| Ronald Blue Trust, Inc. | 596 | $382.0K | 0.01% | −1,095−64.8% | Reduced |
| Hofer & Associates. Inc | 446 | $386.9K | 0.37% | +48+12.1% | Added |
| Secure Asset Management, LLC | 446 | $387.2K | 0.12% | −11−2.4% | Reduced |
| Intergy Private Wealth, LLC | 447 | $387.7K | 0.19% | −21−4.5% | Reduced |
| Core Alternative Capital | 448 | $388.8K | 0.06% | −208−31.7% | Reduced |
| TNF LLC | 449 | $389.6K | 0.17% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 450 | $390.5K | 0.12% | −216−32.4% | Reduced |
| Saranac Partners Ltd | 452 | $392.1K | 0.21% | −263−36.8% | Reduced |
| Laird Norton Trust Company, LLC | 452 | $392.1K | 0.05% | 00.0% | Unchanged |