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
- 2,394
- +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 | 4,854 | $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 |
|---|---|---|---|---|---|
| Pensionmark Financial Group, LLC | 454 | $394.0K | 0.08% | +121+36.3% | Added |
| Selway Asset Management | 455 | $394.7K | 0.17% | −4,275−90.4% | Reduced |
| Fulcrum Capital LLC | 456 | $395.5K | 0.10% | −36−7.3% | Reduced |
| Asset Allocation & Management Company, LLC | 457 | $396.0K | 0.16% | −1,390−75.3% | Reduced |
| Frank, Rimerman Advisors LLC | 457 | $396.4K | 0.09% | −149−24.6% | Reduced |
| Resurgent Financial Advisors LLC | 457 | $396.4K | 0.26% | −12−2.6% | Reduced |
| MSH Capital Advisors LLC | 457 | $396.5K | 0.15% | +99+27.7% | Added |
| Wealth Management Solutions, LLC | 458 | $397.2K | 0.26% | −213−31.7% | Reduced |
| Kolinsky Wealth Management, LLC | 461 | $397.6K | 0.38% | +29+6.7% | Added |
| Marino, Stram & Associates LLC | 460 | $398.9K | 0.11% | +7+1.5% | Added |
| First National Bank of Omaha | 460 | $399.0K | 0.02% | −68−12.9% | Reduced |
| Financial Architects, Inc | 462 | $400.6K | 0.06% | +10+2.2% | Added |
| VeraBank, N.A. | 462 | $400.8K | 0.15% | +20+4.5% | Added |
| Seed Wealth Management, Inc. | 463 | $401.6K | 0.43% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 465 | $403.4K | 0.22% | −1,820−79.6% | Reduced |
| Allegheny Financial Group LTD | 467 | $404.8K | 0.19% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 466 | $404.8K | 0.44% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 467 | $405.1K | 0.19% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 468 | $406.0K | 0.04% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 469 | $406.0K | 0.05% | −28−5.6% | Reduced |
| Humankind Investments LLC | 469 | $406.8K | 0.16% | +469 | New |
| Affinity Wealth Management LLC | 470 | $407.7K | 0.09% | +19+4.2% | Added |
| Family Management Corp | 470 | $407.7K | 0.09% | +470 | New |
| Morris Retirement Advisors, LLC | 471 | $408.6K | 0.28% | −42−8.2% | Reduced |
| Enterprise Bank & Trust Co | 476 | $412.9K | 0.16% | +476 | New |
| Mitchell Sinkler & Starr | 477 | $413.8K | 0.12% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 477 | $413.8K | 0.01% | 00.0% | Unchanged |
| Callan Capital, LLC | 478 | $414.6K | 0.05% | −85−15.1% | Reduced |
| One + One Wealth Management, LLC | 482 | $418.1K | 0.27% | −63−11.6% | Reduced |
| Bell Bank | 482 | $418.1K | 0.04% | +482 | New |
| TRUE Private Wealth Advisors | 483 | $419.1K | 0.06% | −131−21.3% | Reduced |
| L.M. Kohn & Company | 484 | $419.8K | 0.16% | +50+11.5% | Added |
| Verity Asset Management, Inc. | 484 | $419.8K | 0.31% | −25−4.9% | Reduced |
| Latitude Advisors, LLC | 487 | $422.2K | 0.29% | +487 | New |
| Waddell & Associates, LLC | 489 | $424.2K | 0.06% | −125−20.4% | Reduced |
| TFB Advisors LLC | 490 | $425.0K | 0.19% | +18+3.8% | Added |
| Goldstone Financial Group, LLC | 490 | $425.0K | 0.13% | +28+6.1% | Added |
| SPC Financial, Inc. | 491 | $425.9K | 0.05% | −73−12.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 494 | $428.2K | 0.21% | +62+14.4% | Added |
| Private Portfolio Partners LLC | 496 | $430.3K | 0.11% | −6−1.2% | Reduced |
| TBH Global Asset Management, LLC | 496 | $430.7K | 0.08% | +496 | New |
| Silicon Valley Capital Partners | 497 | $430.8K | 0.08% | −258−34.2% | Reduced |
| Berkshire Bank | 497 | $431.1K | 0.12% | +21+4.4% | Added |
| Excalibur Management Corp | 497 | $431.1K | 0.22% | −62−11.1% | Reduced |
| K.J. Harrison & Partners Inc | 500 | $432.1K | 0.08% | +500 | New |
| Pictet North America Advisors SA | 500 | $433.7K | 0.06% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 500 | $433.7K | 0.27% | +500 | New |
| Wealth Effects LLC | 500 | $434.1K | 0.19% | +500 | New |
| Sovereign Financial Group, Inc. | 501 | $434.6K | 0.14% | +62+14.1% | Added |
| Sabal Trust CO | 501 | $434.6K | 0.03% | +161+47.4% | Added |
| Howland Capital Management LLC | 501 | $434.6K | 0.02% | 00.0% | Unchanged |
| Inceptionr LLC | 504 | $437.2K | 0.23% | +504 | New |
| AllSquare Wealth Management LLC | 545 | $437.8K | 0.28% | 00.0% | Unchanged |
| LPWM LLC | 500 | $438.2K | 0.19% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 506 | $438.9K | 0.10% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 506 | $439.3K | 0.11% | +20+4.1% | Added |
| Athena Investment Management | 509 | $441.5K | 0.30% | −19−3.6% | Reduced |
| Capital Advisors, Ltd. LLC | 510 | $442.0K | 0.07% | +157+44.5% | Added |
| Precision Wealth Strategies, LLC | 510 | $442.4K | 0.72% | −145−22.1% | Reduced |
| GTS Securities LLC | 510 | $442.4K | 0.01% | +510 | New |
| WMG Financial Advisors, LLC | 513 | $445.0K | 0.33% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 513 | $445.0K | 0.04% | +13+2.6% | Added |
| Univest Financial Corp | 514 | $445.9K | 0.13% | 00.0% | Unchanged |
| American Trust | 515 | $446.7K | 0.03% | −113−18.0% | Reduced |
| Berkeley Capital Partners, LLC | 517 | $448.5K | 0.16% | −55−9.6% | Reduced |
| Per Stirling Capital Management, LLC. | 519 | $450.1K | 0.09% | −29−5.3% | Reduced |
| Mairs & Power Inc | 519 | $450.2K | 0.00% | +14+2.8% | Added |
| Seven Mile Advisory | 519 | $450.2K | 0.52% | +519 | New |
| Rosenberg Matthew Hamilton | 521 | $451.9K | 0.15% | −10−1.9% | Reduced |
| Rock Creek Group, LP | 522 | $452.8K | 0.07% | −373−41.7% | Reduced |
| KMG Fiduciary Partners, LLC | 524 | $454.5K | 0.06% | −97−15.6% | Reduced |
| Barings LLC | 524 | $454.5K | 0.02% | +130+33.0% | Added |
| Core Wealth Partners LLC | 524 | $454.5K | 0.42% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 527 | $457.2K | 0.11% | +85+19.2% | Added |
| Hoxton Planning & Management, LLC | 528 | $458.0K | 0.28% | −31−5.5% | Reduced |
| Colonial Trust Co | 529 | $459.2K | 0.11% | −84−13.7% | Reduced |
| Machina Capital S.A.S. | 530 | $459.7K | 0.26% | −1,391−72.4% | Reduced |
| Samalin Investment Counsel, LLC | 532 | $461.2K | 0.25% | +4+0.8% | Added |
| Corundum Group, Inc. | 532 | $461.5K | 0.23% | 00.0% | Unchanged |
| Accel Wealth Management | 532 | $461.5K | 0.25% | +128+31.7% | Added |
| Capital CS Group, LLC | 534 | $463.2K | 0.47% | +16+3.1% | Added |
| Aft, Forsyth & Company, Inc. | 537 | $465.8K | 0.33% | +220+69.4% | Added |
| Greenwood Gearhart Inc | 538 | $466.7K | 0.05% | +100+22.8% | Added |
| Dantai Capital Ltd | 540 | $468.4K | 0.75% | +540 | New |
| Sage Private Wealth Group, LLC | 540 | $468.5K | 0.64% | +1+0.2% | Added |
| Prentice Wealth Management LLC | 542 | $470.1K | 0.21% | +6+1.1% | Added |
| Integrated Investment Consultants, LLC | 542 | $470.1K | 0.15% | +20+3.8% | Added |
| Thrive Wealth Management, LLC | 544 | $471.7K | 0.12% | +6+1.1% | Added |
| Davidson Trust Co | 544 | $471.9K | 0.34% | +220+67.9% | Added |
| Investors Asset Management of Georgia Inc | 546 | $473.6K | 0.24% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 547 | $474.5K | 0.29% | −29−5.0% | Reduced |
| Cornerstone Wealth Management, LLC | 548 | $474.9K | 0.04% | −90−14.1% | Reduced |
| Sargent Investment Group, LLC | 553 | $479.7K | 0.12% | +22+4.1% | Added |
| Indie Asset Partners, LLC | 553 | $479.8K | 0.52% | −45−7.5% | Reduced |
| Asset Management Resources, LLC | 557 | $483.5K | 0.29% | −160−22.3% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 555 | $484.6K | 0.11% | +34+6.5% | Added |
| Brown Miller Wealth Management, LLC | 558 | $484.7K | 0.26% | −43−7.2% | Reduced |
| One Wealth Advisors, LLC | 559 | $484.9K | 0.10% | +559 | New |
| Gs Investments, Inc. | 560 | $485.8K | 0.26% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 563 | $488.0K | 0.23% | −31−5.2% | Reduced |