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 |
|---|---|---|---|---|---|
| CFS Investment Advisory Services, LLC | 2,891 | $2.40M | 0.38% | −60−2.0% | Reduced |
| RB Capital Management, LLC | 2,896 | $2.41M | 0.78% | +3+0.1% | Added |
| One River Asset Management, LLC | 2,889 | $2.41M | 1.12% | +2,889 | New |
| Holderness Investments Co | 2,899 | $2.41M | 0.94% | +56+2.0% | Added |
| Jupiter Wealth Management LLC | 2,526 | $2.42M | 1.57% | +529+26.5% | Added |
| Ascent Wealth Partners, LLC | 2,918 | $2.42M | 0.45% | −6−0.2% | Reduced |
| TCWP LLC | 2,918 | $2.42M | 1.85% | −234−7.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,920 | $2.42M | 1.59% | −148−4.8% | Reduced |
| Arete Wealth Advisors, LLC | 2,922 | $2.43M | 0.42% | +772+35.9% | Added |
| Aubrey Capital Management Ltd | 3,300 | $2.43M | 1.40% | +3,300 | New |
| Aurora Investment Managers, LLC. | 2,931 | $2.43M | 2.06% | −156−5.1% | Reduced |
| Godsey & Gibb Associates | 2,934 | $2.44M | 0.30% | +456+18.4% | Added |
| Abundance Wealth Counselors | 2,937 | $2.44M | 0.70% | −396−11.9% | Reduced |
| Beck Capital Management, LLC | 2,949 | $2.45M | 0.94% | +381+14.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 2,977 | $2.47M | 1.47% | −124−4.0% | Reduced |
| Harbour Investment Management LLC | 2,981 | $2.48M | 1.41% | +265+9.8% | Added |
| Paralel Advisors LLC | 2,983 | $2.48M | 0.14% | +37+1.3% | Added |
| Brookstone Capital Management | 2,863 | $2.48M | 0.05% | −52−1.8% | Reduced |
| Castellan Group, LLC | 2,999 | $2.49M | 1.75% | −199−6.2% | Reduced |
| Beaumont Financial Advisors, LLC | 3,000 | $2.49M | 0.25% | −21−0.7% | Reduced |
| Maytus Capital Management, LLC | 3,000 | $2.49M | 1.39% | +2,200+275.0% | Added |
| WMS Partners, LLC | – | $2.49M | 0.20% | – | – |
| Alight Capital Management LP | 3,000 | $2.49M | 1.33% | +3,000 | New |
| Perkins Coie Trust Co | 3,004 | $2.49M | 0.70% | +545+22.2% | Added |
| Dorsey & Whitney Trust CO LLC | 3,029 | $2.52M | 0.22% | −278−8.4% | Reduced |
| Benjamin Edwards Inc | 3,050 | $2.53M | 0.60% | −192−5.9% | Reduced |
| Atomi Financial Group, Inc. | 3,051 | $2.53M | 0.85% | +2,738+874.8% | Added |
| Fairfield, Bush & Co. | 3,057 | $2.54M | 1.66% | +76+2.5% | Added |
| Toth Financial Advisory Corp | 3,060 | $2.54M | 0.39% | +317+11.6% | Added |
| Warther Private Wealth, LLC | 3,067 | $2.55M | 1.69% | −27−0.9% | Reduced |
| Alaethes Wealth LLC | 3,074 | $2.55M | 1.40% | +91+3.1% | Added |
| Schear Investment Advisers, LLC | 3,082 | $2.56M | 2.76% | −41−1.3% | Reduced |
| Optas, LLC | 3,086 | $2.56M | 0.85% | +3+0.1% | Added |
| Ironwood Investment Counsel, LLC | 3,089 | $2.57M | 0.61% | −700−18.5% | Reduced |
| RFG Advisory, LLC | 3,095 | $2.57M | 0.11% | +344+12.5% | Added |
| Oarsman Capital, Inc. | 3,098 | $2.57M | 1.08% | −171−5.2% | Reduced |
| Evergreen Wealth Management, LLC | 3,099 | $2.57M | 2.03% | +47+1.5% | Added |
| MidWestOne Financial Group, Inc. | 3,117 | $2.59M | 0.59% | −727−18.9% | Reduced |
| Annex Advisory Services, LLC | 3,119 | $2.59M | 0.16% | +2,822+950.2% | Added |
| Freedom Day Solutions, LLC | 3,161 | $2.63M | 1.15% | −318−9.1% | Reduced |
| Temasek Holdings (Private) Ltd | 3,161 | $2.63M | 0.02% | +3,161 | New |
| Spinnaker Investment Group, LLC | 3,163 | $2.63M | 0.88% | 00.0% | Unchanged |
| Hiddenite Capital Partners LP | 3,175 | $2.64M | 3.67% | −2,825−47.1% | Reduced |
| SeaBridge Investment Advisors LLC | 3,181 | $2.64M | 0.87% | +114+3.7% | Added |
| Alterity Financial Group, LLC | 3,189 | $2.65M | 4.20% | +10+0.3% | Added |
| Sugarloaf Wealth Management, LLC | 3,198 | $2.66M | 0.67% | −450−12.3% | Reduced |
| Symphony Financial, Ltd. Co. | 3,187 | $2.66M | 0.65% | −178−5.3% | Reduced |
| Nordwand Advisors, LLC | 3,206 | $2.66M | 0.53% | −514−13.8% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 3,207 | $2.66M | 0.12% | −163−4.8% | Reduced |
| Groesbeck Investment Management Corp | 3,212 | $2.67M | 4.04% | −160−4.7% | Reduced |
| Newman Dignan & Sheerar, Inc. | 3,234 | $2.69M | 0.88% | +29+0.9% | Added |
| Eagle Harbor Asset Management Inc | 3,243 | $2.69M | 3.53% | −250−7.2% | Reduced |
| Goldstream Capital Management Ltd | 3,245 | $2.70M | 2.17% | +3,245 | New |
| Legacy Bridge, LLC | 3,248 | $2.70M | 1.92% | +121+3.9% | Added |
| HMS Capital Management, LLC | 3,254 | $2.70M | 1.79% | −89−2.7% | Reduced |
| Stratos Wealth Advisors, LLC | 3,259 | $2.71M | 0.18% | +1,799+123.2% | Added |
| Westhampton Capital, LLC | 3,273 | $2.72M | 1.75% | +58+1.8% | Added |
| New Millennium Group LLC | 3,276 | $2.72M | 2.49% | −171−5.0% | Reduced |
| Horizon Investment Services, LLC | 3,276 | $2.72M | 1.64% | +3,276 | New |
| Fairbanks Capital Management, Inc. | 3,278 | $2.72M | 2.29% | −1,180−26.5% | Reduced |
| Schechter Investment Advisors, LLC | 3,292 | $2.73M | 0.26% | −44−1.3% | Reduced |
| Traynor Capital Management, Inc. | 3,305 | $2.74M | 0.37% | +716+27.7% | Added |
| Concord Wealth Partners | 3,313 | $2.75M | 0.58% | +119+3.7% | Added |
| Nomura Holdings Inc | 3,314 | $2.75M | 0.03% | −1,916−36.6% | Reduced |
| Pacitti Group Inc. | 3,322 | $2.76M | 1.93% | +43+1.3% | Added |
| Welch & Forbes LLC | 3,331 | $2.77M | 0.05% | +143+4.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,354 | $2.79M | 0.01% | +82+2.5% | Added |
| Capstone Wealth Management Group, LLC | 3,356 | $2.79M | 2.89% | −107−3.1% | Reduced |
| Caliber Wealth Management, LLC | 3,365 | $2.80M | 1.88% | +127+3.9% | Added |
| Saxon Interests, Inc. | 3,365 | $2.80M | 1.88% | +2,246+200.7% | Added |
| Meitav Dash Investments Ltd | 3,416 | $2.80M | 0.05% | −140−3.9% | Reduced |
| Equitable Holdings, Inc. | 3,375 | $2.80M | 0.04% | +288+9.3% | Added |
| Resource Consulting Group Inc | 3,389 | $2.81M | 0.55% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 3,401 | $2.82M | 1.80% | −150−4.2% | Reduced |
| Kornitzer Capital Management Inc | 3,429 | $2.85M | 0.06% | +330+10.6% | Added |
| EFG Asset Management (North America) Corp. | 3,431 | $2.85M | 0.68% | −440−11.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,443 | $2.86M | 0.10% | +103+3.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 3,445 | $2.86M | 0.03% | −1,335−27.9% | Reduced |
| United Capital Management of KS, Inc. | 3,456 | $2.87M | 0.98% | −36−1.0% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 3,476 | $2.89M | 2.46% | +555+19.0% | Added |
| Eley Financial Management, Inc | 3,475 | $2.89M | 1.47% | −43−1.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,488 | $2.90M | 0.85% | −6−0.2% | Reduced |
| Compton Wealth Advisory Group, LLC | 3,489 | $2.90M | 0.99% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 3,504 | $2.91M | 1.82% | +3,504 | New |
| EULAV Asset Management | 3,508 | $2.91M | 0.11% | −806−18.7% | Reduced |
| Glen Eagle Advisors, LLC | 3,512 | $2.92M | 0.68% | +129+3.8% | Added |
| Kinneret Advisory, LLC | 3,515 | $2.92M | 0.36% | −2−0.1% | Reduced |
| Purus Wealth Management, LLC | 3,531 | $2.93M | 1.98% | +36+1.0% | Added |
| Empower Advisory Group, LLC | 3,532 | $2.93M | 0.01% | −225−6.0% | Reduced |
| Human Investing LLC | 3,539 | $2.94M | 0.68% | −124−3.4% | Reduced |
| Birinyi Associates Inc | 3,550 | $2.95M | 1.18% | +550+18.3% | Added |
| Fortem Financial Group, LLC | 3,570 | $2.97M | 1.74% | −471−11.7% | Reduced |
| Insight Wealth Strategies, LLC | 3,571 | $2.97M | 0.57% | +226+6.8% | Added |
| Grandview Asset Management LLC | 3,573 | $2.97M | 1.70% | −121−3.3% | Reduced |
| Wealth Alliance | 3,578 | $2.97M | 0.47% | −553−13.4% | Reduced |
| Founders Financial Alliance, LLC | 3,584 | $2.98M | 1.30% | −122−3.3% | Reduced |
| First Business Financial Services, Inc. | 3,592 | $2.98M | 0.38% | +430+13.6% | Added |
| Capricorn Fund Managers Ltd | 3,600 | $2.99M | 1.04% | +500+16.1% | Added |
| Change Path, LLC | 3,603 | $2.99M | 0.22% | −2,600−41.9% | Reduced |
| Camarda Financial Advisors, LLC | 3,604 | $2.99M | 1.93% | −1,526−29.7% | Reduced |