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; 4,855 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 | 4,855 | $1.40T |
| Q1 2026 | 4,706 | $1.12T |
| Q4 2025 | 4,729 | $1.27T |
| Q3 2025 | 4,295 | $1.17T |
| Q2 2025 | 4,090 | $996.4B |
| Q1 2025 | 3,825 | $597.5B |
| Q4 2024 | 3,918 | $828.2B |
| Q3 2024 | 3,417 | $605.9B |
| Q2 2024 | 3,279 | $561.2B |
| Q1 2024 | 3,070 | $469.0B |
| Q4 2023 | 2,878 | $398.6B |
| Q3 2023 | 2,465 | $277.0B |
| Q2 2023 | 2,393 | $287.4B |
| Q1 2023 | 2,208 | $214.8B |
| Q4 2022 | 2,145 | $189.1B |
| Q3 2022 | 2,012 | $148.9B |
| Q2 2022 | 2,001 | $158.2B |
| Q1 2022 | 2,057 | $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 |
|---|---|---|---|---|---|
| Hofer & Associates. Inc | 446 | $386.9K | 0.37% | +48+12.1% | Added |
| Ronald Blue Trust, Inc. | 596 | $382.0K | 0.01% | −1,095−64.8% | Reduced |
| PFW Advisors LLC | 459 | $380.9K | 0.13% | +459 | New |
| Partners Capital Investment Group, LLP | 438 | $379.9K | 0.01% | +438 | New |
| Ausdal Financial Partners, Inc. | 438 | $379.6K | 0.05% | −59−11.9% | Reduced |
| Ethos Financial Group, LLC | 591 | $379.1K | 0.13% | 00.0% | Unchanged |
| MKT Advisors LLC | 421 | $378.7K | 0.27% | −331−44.0% | Reduced |
| Herold Advisors, Inc. | 436 | $378.2K | 0.12% | +99+29.4% | Added |
| Ipswich Investment Management Co., Inc. | 436 | $378.2K | 0.10% | 00.0% | Unchanged |
| Tandem Wealth Advisors LLC | 435 | $377.3K | 0.23% | −286−39.7% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 431 | $373.9K | 0.44% | −239−35.7% | Reduced |
| Grant/GrossMendelsohn, LLC | 423 | $373.4K | 0.15% | +423 | New |
| Outlook Wealth Advisors, LLC | 429 | $372.3K | 0.14% | +429 | New |
| Telos Capital Management, Inc. | 429 | $372.1K | 0.05% | −60−12.3% | Reduced |
| Security National Bank | 428 | $371.3K | 0.09% | +75+21.2% | Added |
| NinePointTwo Capital | 426 | $369.0K | 0.14% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 425 | $368.2K | 0.18% | +51+13.6% | Added |
| RW Investment Management LLC | 422 | $366.1K | 0.08% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 420 | $364.3K | 0.06% | −15−3.4% | Reduced |
| Consilium Wealth Advisory, LLC | 420 | $364.3K | 0.25% | +420 | New |
| Ambassador Advisors, LLC | 439 | $364.3K | 0.08% | +439 | New |
| Brooks, Moore & Associates, Inc. | 420 | $364.0K | 0.26% | −140−25.0% | Reduced |
| Sandler Capital Management | 419 | $363.5K | 0.04% | 00.0% | Unchanged |
| Fort, L.P. | 418 | $362.6K | 0.96% | −46−9.9% | Reduced |
| Roundview Capital LLC | 418 | $362.6K | 0.04% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 402 | $362.0K | 0.13% | −70−14.8% | Reduced |
| Country Trust Bank | 417 | $361.7K | 0.01% | 00.0% | Unchanged |
| Hamilton Wealth, LLC | 416 | $361.0K | 0.13% | +7+1.7% | Added |
| JGP Wealth Management, LLC | 414 | $359.3K | 0.06% | +414 | New |
| New Republic Capital, LLC | 414 | $359.2K | 0.25% | +26+6.7% | Added |
| Gill Capital Partners, LLC | 414 | $359.1K | 0.15% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 413 | $358.2K | 0.09% | −249−37.6% | Reduced |
| Darwin Advisors, LLC | 406 | $358.1K | 0.09% | +63+18.4% | Added |
| Strategic Wealth Designers | 409 | $354.8K | 0.06% | +49+13.6% | Added |
| David Loasby | 418 | $354.5K | 0.04% | −40−8.7% | Reduced |
| NBW Capital LLC | 407 | $353.0K | 0.08% | −28−6.4% | Reduced |
| J. L. Bainbridge & Co., Inc. | 406 | $352.2K | 0.04% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 404 | $350.4K | 0.20% | 00.0% | Unchanged |
| Red Wave Investments LLC | 404 | $350.4K | 0.14% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 403 | $349.7K | 0.08% | +403 | New |
| Clarus Group, Inc. | 401 | $347.8K | 0.25% | +401 | New |
| O'Brien Greene & Co. Inc | 400 | $347.0K | 0.12% | −33−7.6% | Reduced |
| Sherbrooke Park Advisers LLC | 400 | $347.0K | 0.18% | +400 | New |
| WBH Advisory Inc | 400 | $346.6K | 0.04% | −163−29.0% | Reduced |
| LaSalle St. Investment Advisors, LLC | 399 | $346.0K | 0.15% | +399 | New |
| Amussen Hunsaker Associates LLC | 398 | $345.2K | 0.08% | −2−0.5% | Reduced |
| DT Investment Partners, LLC | 374 | $344.1K | 0.04% | 00.0% | Unchanged |
| 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 |
| 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 |
| Peak Planning Group, LLC | 394 | $341.6K | 0.25% | +1+0.3% | Added |
| Heron Financial Group, LLC | 393 | $340.9K | 0.18% | −10−2.5% | Reduced |
| Insight Folios Inc | 393 | $340.8K | 0.14% | −231−37.0% | Reduced |
| WealthPLAN Partners, LLC | 390 | $338.4K | 0.05% | −119−23.4% | Reduced |
| Covestor Ltd | 389 | $338.0K | 0.26% | −9−2.3% | Reduced |
| Gilder Gagnon Howe & Co LLC | 389 | $337.4K | 0.00% | +389 | New |
| 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 |
| Gallacher Capital Management LLC | 385 | $333.9K | 0.19% | −748−66.0% | Reduced |
| Peak Financial Advisors LLC | 382 | $331.4K | 0.26% | +9+2.4% | Added |
| Hartford Funds Management Co LLC | 380 | $329.7K | 0.03% | +58+18.0% | Added |
| 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 |
| MainStreet Investment Advisors LLC | 380 | $329.6K | 0.04% | −7−1.8% | Reduced |
| OneAscent Financial Services LLC | 379 | $329.0K | 0.15% | +55+17.0% | Added |
| McGuire Investment Group, LLC | 379 | $328.8K | 0.06% | +43+12.8% | Added |
| Financial Advisory Corp | 378 | $328.0K | 0.15% | +7+1.9% | Added |
| Angeles Wealth Management, LLC | 378 | $327.9K | 0.04% | +378 | New |
| Paragon Private Wealth Management, LLC | 377 | $327.0K | 0.26% | +8+2.2% | Added |
| Aveo Capital Partners, LLC | 376 | $326.3K | 0.04% | +29+8.4% | Added |
| Smith Anglin Financial, LLC | 375 | $325.7K | 0.04% | +2+0.5% | Added |
| Key Client Fiduciary Advisors, LLC | 375 | $325.6K | 0.19% | +35+10.3% | Added |
| 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 |
| First Affirmative Financial Network | 374 | $324.1K | 0.32% | +374 | New |
| Abacus Planning Group, Inc. | 372 | $323.0K | 0.08% | −56−13.1% | Reduced |
| Wayfinding Financial, LLC | 358 | $322.0K | 0.22% | +358 | New |
| Saba Capital Management, L.P. | 371 | $321.8K | 0.01% | −5,505−93.7% | Reduced |
| Redwood Financial Network Corp | 370 | $321.0K | 0.30% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 370 | $320.9K | 0.02% | +370 | New |
| Beacon Financial Advisory LLC | 370 | $320.7K | 0.18% | +2+0.5% | 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 |
| PRW Wealth Management LLC | 349 | $317.7K | 0.11% | +7+2.0% | Added |
| Sigma Investment Counselors Inc | 366 | $317.5K | 0.02% | +9+2.5% | Added |
| Security Financial Services, INC. | 366 | $317.5K | 0.09% | +366 | New |
| 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 |
| Washington Trust Bank | 363 | $314.9K | 0.03% | −33−8.3% | Reduced |
| Invictus Private Wealth, LLC | 363 | $314.9K | 0.03% | −26−6.7% | Reduced |
| Atlas Private Wealth Advisors | 362 | $314.0K | 0.06% | +362 | New |
| Houlihan Financial Resource Group, Ltd. | 434 | $310.0K | 0.01% | +434 | New |
| Dearborn Partners LLC | 357 | $309.7K | 0.01% | +15+4.4% | Added |
| Goldstein Advisors, LLC | 356 | $308.8K | 0.06% | −55−13.4% | Reduced |
| C M Bidwell & Associates Ltd | 356 | $308.8K | 0.23% | −51−12.5% | Reduced |