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 |
|---|---|---|---|---|---|
| Empire Financial Management Company, LLC | 2,362 | $2.05M | 0.82% | −160−6.3% | Reduced |
| Copperwynd Financial, LLC | 2,356 | $2.04M | 0.95% | +2,356 | New |
| LGT Fund Management Co Ltd. | 2,350 | $2.04M | 0.94% | −550−19.0% | Reduced |
| Archer Investment Corp | 2,349 | $2.04M | 0.73% | −169−6.7% | Reduced |
| International Assets Investment Management, LLC | 2,346 | $2.03M | 0.28% | −701−23.0% | Reduced |
| Hollencrest Capital Management | 2,343 | $2.03M | 0.21% | −16−0.7% | Reduced |
| CVA Family Office, LLC | 2,343 | $2.03M | 0.43% | +719+44.3% | Added |
| Left Brain Wealth Management, LLC | 2,340 | $2.03M | 1.24% | +183+8.5% | Added |
| Probity Advisors, Inc. | 2,332 | $2.02M | 0.44% | +2,332 | New |
| Americana Partners, LLC | 2,322 | $2.01M | 0.26% | −2,406−50.9% | Reduced |
| Wedmont Private Capital | 2,265 | $2.01M | 0.22% | +268+13.4% | Added |
| Chesapeake Asset Management LLC | 2,320 | $2.01M | 1.82% | +56+2.5% | Added |
| Tradition Wealth Management, LLC | 2,311 | $2.00M | 0.23% | −35−1.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,308 | $2.00M | 0.70% | −384−14.3% | Reduced |
| Genesee Capital Advisors, LLC | 2,307 | $2.00M | 1.36% | −193−7.7% | Reduced |
| Arjuna Capital | 2,307 | $2.00M | 0.71% | −21−0.9% | Reduced |
| Monument Capital Management | 2,296 | $1.99M | 0.64% | +300+15.0% | Added |
| Cim Investment Mangement Inc | 2,295 | $1.99M | 0.68% | +5+0.2% | Added |
| Charles Schwab Trust Co | 2,460 | $1.99M | 0.24% | +17+0.7% | Added |
| WealthShield Partners, LLC | 2,285 | $1.98M | 0.30% | −970−29.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,294 | $1.98M | 0.05% | +423+22.6% | Added |
| Westside Investment Management, Inc. | 2,268 | $1.98M | 0.56% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,271 | $1.97M | 0.24% | +10.0% | Added |
| Argus Investors' Counsel, Inc. | 2,270 | $1.97M | 1.37% | −50−2.2% | Reduced |
| Chapin Davis, Inc. | 2,269 | $1.97M | 0.93% | +1,506+197.4% | Added |
| Great Lakes Retirement, Inc. | 2,247 | $1.95M | 0.34% | +2+0.1% | Added |
| Harbor Investment Advisory, LLC | 2,230 | $1.93M | 0.27% | +42+1.9% | Added |
| SRN Advisors, LLC | 2,229 | $1.93M | 1.72% | −44−1.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,221 | $1.93M | 0.20% | +877+65.3% | Added |
| Belpointe Asset Management LLC | 2,204 | $1.91M | 0.20% | −8,360−79.1% | Reduced |
| TrinityPoint Wealth, LLC | 2,202 | $1.91M | 0.37% | −94−4.1% | Reduced |
| Vise Technologies, Inc. | 2,200 | $1.91M | 0.46% | +87+4.1% | Added |
| Caldwell Investment Management Ltd. | 2,200 | $1.90M | 1.44% | −1,600−42.1% | Reduced |
| Garner Asset Management Corp | 2,172 | $1.88M | 1.09% | −268−11.0% | Reduced |
| Wolf Group Capital Advisors | 2,380 | $1.88M | 0.94% | +2,380 | New |
| Abbrea Capital, LLC | 2,167 | $1.88M | 0.29% | +125+6.1% | Added |
| Measured Wealth Private Client Group, LLC | 2,161 | $1.87M | 0.71% | +13+0.6% | Added |
| First Commonwealth Financial Corp | 2,154 | $1.87M | 0.61% | −264−10.9% | Reduced |
| Arete Wealth Advisors, LLC | 2,150 | $1.86M | 0.17% | +42+2.0% | Added |
| Transamerica Financial Advisors, Inc. | 2,148 | $1.86M | 0.24% | +141+7.0% | Added |
| Sweet Financial Partners, LLC | 2,131 | $1.85M | 0.48% | +474+28.6% | 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 |
| Wealthsource Partners, LLC | 2,125 | $1.84M | 0.12% | +49+2.4% | Added |
| Lavaca Capital LLC | 2,115 | $1.83M | 0.57% | −17−0.8% | Reduced |
| Marcum Wealth, LLC | 2,112 | $1.83M | 0.22% | −619−22.7% | Reduced |
| Red Door Wealth Management, LLC | 2,110 | $1.83M | 0.41% | +2,110 | New |
| EPG Wealth Management LLC | 2,094 | $1.82M | 0.54% | −381−15.4% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 2,105 | $1.82M | 0.12% | +18+0.9% | Added |
| Ropes Wealth Advisors LLC | 2,093 | $1.82M | 0.30% | +539+34.7% | Added |
| Triangle Securities Wealth Management | 2,092 | $1.81M | 0.62% | −715−25.5% | Reduced |
| Northern Financial Advisors Inc | 2,091 | $1.81M | 1.60% | +55+2.7% | Added |
| Zhang Financial LLC | 2,074 | $1.81M | 0.19% | +103+5.2% | Added |
| Rainsberger Wealth Advisors, Inc. | 2,077 | $1.80M | 1.09% | +36+1.8% | Added |
| Providence Wealth Advisors, LLC | 2,089 | $1.80M | 1.99% | −145−6.5% | Reduced |
| DuPont Capital Management Corp | 2,070 | $1.80M | 0.09% | −1,910−48.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,065 | $1.79M | 0.02% | +7+0.3% | Added |
| Naviter Wealth, LLC | 2,060 | $1.79M | 0.45% | +221+12.0% | Added |
| CRA Financial Services, LLC | 2,060 | $1.79M | 0.48% | +49+2.4% | Added |
| Redwood Investment Management, LLC | 2,059 | $1.79M | 0.18% | +2,059 | New |
| Guinness Atkinson Asset Management Inc | 2,050 | $1.78M | 0.94% | −280−12.0% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 2,044 | $1.77M | 0.52% | −444−17.8% | Reduced |
| Chesapeake Wealth Management | 2,039 | $1.77M | 0.70% | +90+4.6% | Added |
| Sanders Morris Harris LLC | 2,018 | $1.77M | 0.39% | +2,018 | New |
| Redmond Asset Management, LLC | 2,037 | $1.77M | 0.57% | −865−29.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,020 | $1.75M | 0.20% | +47+2.4% | Added |
| Cookson Peirce & Co Inc | 2,015 | $1.75M | 0.11% | −642−24.2% | Reduced |
| Lederer & Associates Investment Counsel | 2,013 | $1.75M | 1.32% | −120−5.6% | Reduced |
| Laidlaw Wealth Management LLC | 2,012 | $1.75M | 0.34% | −26−1.3% | Reduced |
| Twin Focus Capital Partners, LLC | 2,001 | $1.74M | 0.35% | +1,265+171.9% | Added |
| Lumina Fund Management LLC | 2,000 | $1.74M | 0.78% | 00.0% | Unchanged |
| 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 |
| Jupiter Wealth Management LLC | 1,997 | $1.73M | 1.49% | +171+9.4% | Added |
| Lakeview Capital Partners, LLC | 1,989 | $1.72M | 0.32% | +173+9.5% | Added |
| Community Bank & Trust, Waco, Texas | 1,982 | $1.72M | 0.52% | −53−2.6% | Reduced |
| Foundations Investment Advisors, LLC | 1,974 | $1.71M | 0.06% | +147+8.0% | Added |
| Capital Advisors Wealth Management, LLC | 1,964 | $1.70M | 0.44% | +222+12.7% | Added |
| Retirement Planning Co of New England, Inc. | 1,959 | $1.70M | 0.98% | −26−1.3% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 1,938 | $1.70M | 0.35% | −283−12.7% | Reduced |
| Wealthcare Advisory Partners LLC | 1,955 | $1.70M | 0.08% | −48−2.4% | Reduced |
| IAM Advisory, LLC | 1,947 | $1.69M | 0.58% | +107+5.8% | Added |
| Forza Wealth Management, LLC | 1,945 | $1.69M | 0.85% | −215−10.0% | Reduced |
| Hanlon Investment Management, Inc. | 1,938 | $1.68M | 0.49% | −41−2.1% | Reduced |
| Cutter & CO Brokerage, Inc. | 1,936 | $1.68M | 0.50% | +140+7.8% | Added |
| Griffin Asset Management, Inc. | 1,935 | $1.68M | 0.23% | −1,925−49.9% | Reduced |
| Trust Co of Vermont | 1,908 | $1.66M | 0.11% | +67+3.6% | Added |
| Eudaimonia Partners, LLC | 1,902 | $1.65M | 0.37% | −329−14.7% | Reduced |
| Rehmann Capital Advisory Group | 1,901 | $1.65M | 0.15% | −103−5.1% | Reduced |
| CSU Producer Resources, Inc. | 1,900 | $1.65M | 6.12% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 1,899 | $1.65M | 0.60% | +1,899 | New |
| Oxbow Advisors, LLC | 1,896 | $1.64M | 0.26% | −409−17.7% | Reduced |
| West Branch Capital LLC | 1,889 | $1.64M | 0.82% | +85+4.7% | Added |
| Claro Advisors LLC | 1,884 | $1.63M | 0.41% | −84−4.3% | Reduced |
| Cedar Brook Financial Partners, LLC | 1,873 | $1.62M | 0.39% | −395−17.4% | Reduced |
| Davidson Capital Management Inc. | 1,869 | $1.62M | 0.81% | +33+1.8% | Added |
| Private Advisory Group LLC | 1,868 | $1.62M | 0.32% | +1,868 | New |
| Waldron Private Wealth LLC | 1,865 | $1.62M | 0.08% | −71−3.7% | Reduced |