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, Q3 2023
Institutional positions in Broadcom Inc. as of Sep 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
- 2,465
- +99 vs. Q2 2023
- Shares held
- 333.3M
- +1.88M (+0.6%) vs. Q2 2023
- Total value
- $277.0B
- −$9.74B (−3.4%) vs. Q2 2023
- New holders
- 196
- 1,007 more added
- Sold out
- 97
- 998 more reduced
27 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Broadcom Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Balboa Wealth Partners | 1,837 | $1.53M | 0.57% | +444+31.9% | Added |
| Pier 88 Investment Partners LLC | 1,840 | $1.53M | 0.38% | −1,130−38.0% | Reduced |
| Venturi Wealth Management, LLC | 1,840 | $1.53M | 0.12% | +489+36.2% | Added |
| Mendel Money Management | 1,841 | $1.53M | 0.82% | +56+3.1% | Added |
| Waterloo Capital, L.P. | 1,841 | $1.53M | 0.45% | +127+7.4% | Added |
| MTM Investment Management, LLC | 1,841 | $1.53M | 0.77% | −1−0.1% | Reduced |
| Anchor Investment Management, LLC | 1,846 | $1.53M | 0.20% | +121+7.0% | Added |
| South Street Advisors LLC | 1,849 | $1.54M | 0.31% | +1,849 | New |
| GPS Wealth Strategies Group, LLC | 1,853 | $1.54M | 0.30% | +124+7.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,855 | $1.54M | 0.25% | +147+8.6% | Added |
| Davidson Capital Management Inc. | 1,858 | $1.54M | 0.77% | −11−0.6% | Reduced |
| Cutter & CO Brokerage, Inc. | 1,861 | $1.55M | 0.45% | −75−3.9% | Reduced |
| Patton Albertson Miller Group, LLC | 1,862 | $1.55M | 0.30% | −138−6.9% | Reduced |
| Matrix Trust Co | 1,862 | $1.55M | 0.40% | −718−27.8% | Reduced |
| Griffin Asset Management, Inc. | 1,870 | $1.55M | 0.22% | −65−3.4% | Reduced |
| Eudaimonia Partners, LLC | 1,876 | $1.56M | 0.38% | −26−1.4% | Reduced |
| Waldron Private Wealth LLC | 1,884 | $1.56M | 0.08% | +19+1.0% | Added |
| Accurate Wealth Management, LLC | 1,769 | $1.57M | 0.49% | +207+13.3% | Added |
| West Branch Capital LLC | 1,890 | $1.57M | 0.82% | +1+0.1% | Added |
| RMB Capital Management, LLC | 1,895 | $1.57M | 0.05% | +67+3.7% | Added |
| CSU Producer Resources, Inc. | 1,900 | $1.58M | 6.03% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 1,910 | $1.59M | 0.35% | +550+40.4% | Added |
| Lifeworks Advisors, LLC | 1,916 | $1.59M | 0.62% | −450−19.0% | Reduced |
| EPG Wealth Management LLC | 1,928 | $1.60M | 0.48% | −166−7.9% | Reduced |
| Vise Technologies, Inc. | 1,935 | $1.61M | 0.40% | −265−12.0% | Reduced |
| PYA Waltman Capital, LLC | 1,938 | $1.61M | 0.68% | +74+4.0% | Added |
| Two Sigma Securities, LLC | 1,939 | $1.61M | 0.07% | +301+18.4% | Added |
| Forza Wealth Management, LLC | 1,945 | $1.62M | 0.83% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 1,949 | $1.62M | 0.19% | −71−3.5% | Reduced |
| Sweet Financial Partners, LLC | 1,954 | $1.62M | 0.43% | −177−8.3% | Reduced |
| Old National Bancorp | 1,968 | $1.63M | 0.05% | +189+10.6% | Added |
| Cavalier Investments, LLC | 1,969 | $1.64M | 0.64% | +70+3.7% | Added |
| Atlantic Trust, LLC | 1,975 | $1.64M | 0.54% | +1,791+973.4% | Added |
| IAM Advisory, LLC | 1,983 | $1.65M | 0.58% | +36+1.8% | Added |
| Orca Investment Management, LLC | 1,985 | $1.65M | 1.83% | +183+10.2% | Added |
| Trust Co of Vermont | 1,990 | $1.65M | 0.11% | +82+4.3% | Added |
| TrinityPoint Wealth, LLC | 1,994 | $1.66M | 0.33% | −208−9.4% | Reduced |
| Group One Trading, L.P. | 1,995 | $1.66M | 0.07% | +1,995 | New |
| Claro Advisors LLC | 1,996 | $1.66M | 0.41% | +112+5.9% | Added |
| Lumina Fund Management LLC | 2,000 | $1.66M | 0.80% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 2,000 | $1.66M | 0.04% | −9,681−82.9% | Reduced |
| InterOcean Capital Group, LLC | 2,001 | $1.66M | 0.05% | +443+28.4% | Added |
| Brighton Jones LLC | 2,004 | $1.66M | 0.08% | +423+26.8% | Added |
| Legacy Wealth Asset Management, LLC | 2,005 | $1.67M | 0.61% | −303−13.1% | Reduced |
| Edgestream Partners, L.P. | 2,011 | $1.67M | 0.13% | +410+25.6% | Added |
| Sanders Morris Harris LLC | 2,018 | $1.67M | 0.34% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2,014 | $1.67M | 0.52% | −378−15.8% | Reduced |
| Studio Investment Management LLC | 2,015 | $1.67M | 0.47% | +1,235+158.3% | Added |
| Ropes Wealth Advisors LLC | 2,023 | $1.68M | 0.33% | −70−3.3% | Reduced |
| Northern Financial Advisors Inc | 2,029 | $1.69M | 1.54% | −62−3.0% | Reduced |
| Salem Investment Counselors Inc | 2,029 | $1.69M | 0.06% | +1,860+1,100.6% | Added |
| Cullinan Associates Inc | 2,031 | $1.69M | 0.10% | +31+1.6% | Added |
| Redmond Asset Management, LLC | 2,035 | $1.69M | 0.60% | −2−0.1% | Reduced |
| Lederer & Associates Investment Counsel | 2,055 | $1.71M | 1.36% | +42+2.1% | Added |
| Green Alpha Advisors, LLC | 2,060 | $1.71M | 1.31% | −369−15.2% | Reduced |
| Triangle Securities Wealth Management | 2,060 | $1.71M | 0.61% | −32−1.5% | Reduced |
| CenterBook Partners LP | 2,062 | $1.71M | 0.21% | +2,062 | New |
| Transamerica Financial Advisors, Inc. | 2,063 | $1.71M | 0.23% | −85−4.0% | Reduced |
| Belpointe Asset Management LLC | 2,063 | $1.71M | 0.18% | −141−6.4% | Reduced |
| Lavaca Capital LLC | 2,064 | $1.71M | 0.62% | −51−2.4% | Reduced |
| Chesapeake Wealth Management | 2,064 | $1.71M | 0.71% | +25+1.2% | Added |
| Mount Yale Investment Advisors, LLC | 2,065 | $1.72M | 0.19% | −156−7.0% | Reduced |
| Naviter Wealth, LLC | 2,068 | $1.72M | 0.41% | +8+0.4% | Added |
| Marcum Wealth, LLC | 2,075 | $1.72M | 0.21% | −37−1.8% | Reduced |
| First Commonwealth Financial Corp | 2,076 | $1.72M | 0.58% | −78−3.6% | Reduced |
| Park National Corp | 2,078 | $1.73M | 0.08% | −48−2.3% | Reduced |
| Wealthsource Partners, LLC | 2,080 | $1.73M | 0.12% | −45−2.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,084 | $1.73M | 0.70% | −77−3.6% | Reduced |
| Cable Hill Partners, LLC | 2,089 | $1.74M | 0.23% | +1,178+129.3% | Added |
| Providence Wealth Advisors, LLC | 2,109 | $1.74M | 1.94% | +20+1.0% | Added |
| Covestor Ltd | 2,100 | $1.75M | 1.32% | +1,711+439.8% | Added |
| CRA Financial Services, LLC | 2,110 | $1.75M | 0.48% | +50+2.4% | Added |
| SkyOak Wealth, LLC | 2,118 | $1.76M | 0.51% | −8−0.4% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 2,119 | $1.76M | 1.08% | +42+2.0% | Added |
| Forte Capital LLC | 2,121 | $1.76M | 0.27% | +2,121 | New |
| Hollencrest Capital Management | 2,133 | $1.77M | 0.20% | −210−9.0% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 2,130 | $1.77M | 0.11% | +25+1.2% | Added |
| Anderson Hoagland & Co | 2,147 | $1.78M | 0.24% | +2,147 | New |
| Capital Advisors Wealth Management, LLC | 2,147 | $1.78M | 0.47% | +183+9.3% | Added |
| Garner Asset Management Corp | 2,149 | $1.78M | 1.07% | −23−1.1% | Reduced |
| Coppell Advisory Solutions LLC | 3,193 | $1.79M | 0.64% | +2,878+913.7% | Added |
| Laidlaw Wealth Management LLC | 2,166 | $1.80M | 0.59% | +154+7.7% | Added |
| Genesee Capital Advisors, LLC | 2,181 | $1.81M | 1.30% | −126−5.5% | Reduced |
| Chesapeake Asset Management LLC | 2,200 | $1.83M | 1.78% | −120−5.2% | Reduced |
| Zhang Financial LLC | 2,193 | $1.84M | 0.19% | +119+5.7% | Added |
| Arjuna Capital | 2,214 | $1.84M | 0.66% | −93−4.0% | Reduced |
| Tradition Wealth Management, LLC | 2,216 | $1.84M | 0.22% | −95−4.1% | Reduced |
| LGT Fund Management Co Ltd. | 2,230 | $1.86M | 0.91% | −120−5.1% | Reduced |
| Choate Investment Advisors | 2,242 | $1.86M | 0.07% | +723+47.6% | Added |
| Cim Investment Mangement Inc | 2,247 | $1.87M | 0.68% | −48−2.1% | Reduced |
| Private Advisory Group LLC | 2,247 | $1.87M | 0.37% | +379+20.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,151 | $1.87M | 0.02% | +86+4.2% | Added |
| NorthRock Partners, LLC | 2,261 | $1.88M | 0.20% | +730+47.7% | Added |
| Valliance Asset Management Ltd | 2,265 | $1.88M | 6.84% | +2,265 | New |
| Westside Investment Management, Inc. | 2,268 | $1.88M | 0.54% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,272 | $1.89M | 0.25% | +42+1.9% | Added |
| Leonteq Securities AG | 2,286 | $1.90M | 0.20% | +1,097+92.3% | Added |
| SRN Advisors, LLC | 2,305 | $1.91M | 1.90% | +76+3.4% | Added |
| Foundations Investment Advisors, LLC | 2,305 | $1.91M | 0.06% | +331+16.8% | Added |
| Wellington Shields Capital Management, LLC | 2,311 | $1.92M | 0.25% | +40+1.8% | Added |