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
- 2,393
- +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 | 4,854 | $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 |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 1,855 | $1.61M | 0.03% | +91+5.2% | Added |
| AXS Investments LLC | 1,851 | $1.61M | 0.43% | −525−22.1% | Reduced |
| MTM Investment Management, LLC | 1,842 | $1.60M | 0.78% | +3+0.2% | Added |
| Intrua Financial, LLC | 1,840 | $1.60M | 0.29% | −530−22.4% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 1,836 | $1.59M | 1.31% | −191−9.4% | Reduced |
| PYA Waltman Capital, LLC | 1,864 | $1.59M | 0.69% | +385+26.0% | Added |
| Doliver Advisors, LP | 1,834 | $1.59M | 0.48% | +2+0.1% | Added |
| RMB Capital Management, LLC | 1,828 | $1.59M | 0.05% | −545−23.0% | Reduced |
| Pinnacle Financial Partners Inc | 1,821 | $1.58M | 0.04% | +186+11.4% | Added |
| Founders Financial Securities LLC | 1,821 | $1.58M | 0.21% | +228+14.3% | Added |
| J.W. Cole Advisors, Inc. | 1,804 | $1.57M | 0.11% | −431−19.3% | Reduced |
| Orca Investment Management, LLC | 1,802 | $1.56M | 1.70% | −55−3.0% | Reduced |
| Magnolia Capital Advisors LLC | 1,801 | $1.56M | 0.78% | −508−22.0% | Reduced |
| PKO Investment Management Joint-Stock Co | 1,800 | $1.56M | 0.19% | −1,700−48.6% | Reduced |
| Mendel Money Management | 1,785 | $1.55M | 0.80% | −284−13.7% | Reduced |
| Main Street Financial Solutions, LLC | 1,782 | $1.55M | 0.21% | +67+3.9% | Added |
| 44 Wealth Management LLC | 1,779 | $1.54M | 0.53% | −281−13.6% | Reduced |
| Old National Bancorp | 1,779 | $1.54M | 0.04% | +1,120+170.0% | Added |
| North Star Asset Management Inc | 1,777 | $1.54M | 0.09% | +96+5.7% | Added |
| Concord Asset Management, LLC | 1,774 | $1.54M | 0.54% | +374+26.7% | Added |
| Bessemer Securities LLC | 1,773 | $1.54M | 1.02% | −65−3.5% | Reduced |
| Lyell Wealth Management, LP | 1,773 | $1.54M | 0.20% | −10−0.6% | Reduced |
| Magnus Financial Group LLC | 1,765 | $1.53M | 0.22% | −23−1.3% | Reduced |
| Financial Insights, Inc. | 1,757 | $1.52M | 0.56% | +380+27.6% | Added |
| Creegan & Nassoura Financial Group, LLC | 1,754 | $1.52M | 1.12% | −1−0.1% | Reduced |
| Phillips Wealth Planners LLC | 1,733 | $1.50M | 1.97% | −842−32.7% | Reduced |
| Baader Bank INC | 1,750 | $1.50M | 0.13% | +380+27.7% | Added |
| GPS Wealth Strategies Group, LLC | 1,729 | $1.50M | 0.28% | +222+14.7% | Added |
| Anchor Investment Management, LLC | 1,725 | $1.50M | 0.19% | +289+20.1% | Added |
| Bedell Frazier Investment Counseling, LLC | 1,719 | $1.49M | 0.44% | +1,719 | New |
| Cravens & Co Advisors, LLC | 1,714 | $1.49M | 1.37% | −336−16.4% | Reduced |
| Waterloo Capital, L.P. | 1,714 | $1.49M | 0.44% | +29+1.7% | Added |
| Oak Harbor Wealth Partners, LLC | 1,713 | $1.49M | 0.51% | +40+2.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,708 | $1.48M | 0.24% | −55−3.1% | Reduced |
| FinTrust Capital Advisors, LLC | 2,640 | $1.48M | 0.35% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 1,700 | $1.47M | 0.33% | – | – |
| Bard Financial Services, Inc. | 1,700 | $1.47M | 0.11% | −50−2.9% | Reduced |
| Shepherd Financial Partners LLC | 1,694 | $1.47M | 0.23% | +82+5.1% | Added |
| Stevens Capital Management LP | 1,688 | $1.46M | 0.30% | +1,688 | New |
| Colton Groome Financial Advisors, LLC | 1,685 | $1.46M | 0.69% | +432+34.5% | Added |
| Davis R M Inc | 1,680 | $1.46M | 0.03% | −21−1.2% | Reduced |
| Great Diamond Partners, LLC | 1,678 | $1.46M | 0.38% | +763+83.4% | Added |
| Redwood Wealth Management Group, LLC | 1,667 | $1.45M | 1.60% | +24+1.5% | Added |
| Seascape Capital Management | 1,658 | $1.44M | 0.68% | −8−0.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,639 | $1.42M | 0.15% | +279+20.5% | Added |
| Two Sigma Securities, LLC | 1,638 | $1.42M | 0.12% | −4,422−73.0% | Reduced |
| NVWM, LLC | 1,637 | $1.42M | 0.46% | +24+1.5% | Added |
| Physicians Financial Services, Inc. | 1,628 | $1.41M | 0.55% | −33−2.0% | Reduced |
| Avidian Wealth Solutions, LLC | 1,619 | $1.40M | 0.09% | −2,234−58.0% | Reduced |
| Marietta Investment Partners LLC | 1,615 | $1.40M | 0.36% | +5+0.3% | Added |
| E&G Advisors, LP | 1,610 | $1.40M | 0.49% | +50+3.2% | Added |
| JT Stratford LLC | 1,608 | $1.39M | 0.38% | −85−5.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 1,606 | $1.39M | 0.49% | +1,057+192.5% | Added |
| Cohen & Steers, Inc. | 1,604 | $1.39M | 0.00% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,601 | $1.39M | 0.13% | −3,214−66.7% | Reduced |
| Accurate Wealth Management, LLC | 1,562 | $1.39M | 0.43% | +129+9.0% | Added |
| Drive Wealth Management, LLC | 1,595 | $1.38M | 0.51% | −22−1.4% | Reduced |
| Chicago Trust Co NA | 1,593 | $1.38M | 0.33% | −56−3.4% | Reduced |
| Liberty Wealth Management LLC | 1,587 | $1.38M | 0.34% | +1,587 | New |
| Haverford Trust Co | 1,586 | $1.38M | 0.02% | −110−6.5% | Reduced |
| Fortis Capital Management LLC | 1,583 | $1.37M | 0.49% | −279−15.0% | Reduced |
| Brighton Jones LLC | 1,581 | $1.37M | 0.07% | +423+36.5% | Added |
| Value Partners Investments Inc. | 1,580 | $1.37M | 0.11% | −41−2.5% | Reduced |
| Fiduciary Planning LLC | 1,579 | $1.37M | 0.63% | +169+12.0% | Added |
| PDS Planning, Inc | 1,578 | $1.37M | 0.18% | +307+24.2% | Added |
| Essex Financial Services, Inc. | 1,578 | $1.37M | 0.16% | −24−1.5% | Reduced |
| Simmons Bank | 1,577 | $1.37M | 0.11% | −15−0.9% | Reduced |
| Richard W. Paul & Associates, LLC | 1,576 | $1.37M | 0.60% | −9−0.6% | Reduced |
| Altus Wealth Group LLC | 1,574 | $1.37M | 0.84% | +47+3.1% | Added |
| Insigneo Advisory Services, LLC | 1,568 | $1.36M | 0.26% | +876+126.6% | Added |
| Buckley Wealth Management, LLC | 1,560 | $1.35M | 0.46% | −157−9.1% | Reduced |
| InterOcean Capital Group, LLC | 1,558 | $1.35M | 0.04% | +331+27.0% | Added |
| AMG National Trust Bank | 1,552 | $1.35M | 0.04% | −110−6.6% | Reduced |
| Wellington Shields & Co., LLC | 1,550 | $1.34M | 0.32% | 00.0% | Unchanged |
| Provence Wealth Management Group | 1,549 | $1.34M | 0.79% | +165+11.9% | Added |
| Brady Family Wealth, LLC | 1,539 | $1.34M | 0.50% | −52−3.3% | Reduced |
| First County Bank | 1,539 | $1.33M | 0.65% | +64+4.3% | Added |
| Millennium Capital Advisors, LLC | 1,538 | $1.33M | 1.10% | +7+0.5% | Added |
| Castle Rock Wealth Management, LLC | 1,543 | $1.33M | 0.45% | +493+47.0% | Added |
| NorthRock Partners, LLC | 1,531 | $1.33M | 0.15% | +151+10.9% | Added |
| Optimum Investment Advisors | 1,524 | $1.32M | 0.65% | +95+6.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 1,523 | $1.32M | 0.35% | −25−1.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 1,520 | $1.32M | 0.42% | +1,520 | New |
| Leelyn Smith, LLC | 1,520 | $1.32M | 0.32% | −47−3.0% | Reduced |
| Choate Investment Advisors | 1,519 | $1.32M | 0.06% | +1,013+200.2% | Added |
| Cito Capital Group, LLC | 1,515 | $1.31M | 0.60% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 1,514 | $1.31M | 0.71% | +23+1.5% | Added |
| Carolinas Wealth Consulting LLC | 1,505 | $1.31M | 0.26% | −48−3.1% | Reduced |
| Prosperity Consulting Group, LLC | 1,504 | $1.30M | 0.80% | −81−5.1% | Reduced |
| Regal Investment Advisors LLC | 1,502 | $1.30M | 0.11% | +263+21.2% | Added |
| Navalign, LLC | 1,495 | $1.30M | 0.52% | 00.0% | Unchanged |
| Innovis Asset Management LLC | 1,494 | $1.30M | 0.48% | −363−19.5% | Reduced |
| Windsor Capital Management, LLC | 1,492 | $1.29M | 0.43% | −43−2.8% | Reduced |
| Longfellow Investment Management Co LLC | 1,491 | $1.29M | 0.30% | −219−12.8% | Reduced |
| Rockland Trust Co | 1,491 | $1.29M | 0.08% | +12+0.8% | Added |
| Crumly & Associates Inc. | 1,487 | $1.29M | 0.52% | −299−16.7% | Reduced |
| Aspen Grove Capital, LLC | 1,486 | $1.29M | 0.42% | +50+3.5% | Added |
| BSW Wealth Partners | 1,485 | $1.29M | 0.27% | −21−1.4% | Reduced |
| Ogorek Anthony Joseph | 1,485 | $1.29M | 0.49% | +822+124.0% | Added |
| River Street Advisors LLC | 1,482 | $1.29M | 1.23% | −1,143−43.5% | Reduced |