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 |
|---|---|---|---|---|---|
| Procyon Private Wealth Partners, LLC | 4,668 | $3.88M | 0.40% | +1,524+48.5% | Added |
| Strategic Advisors LLC | 4,672 | $3.88M | 0.77% | +17+0.4% | Added |
| Nwam LLC | 4,673 | $3.88M | 0.39% | −244−5.0% | Reduced |
| Ostrum Asset Management | 4,675 | $3.88M | 0.36% | +1,447+44.8% | Added |
| Centre Asset Management, LLC | 4,675 | $3.88M | 0.95% | +6+0.1% | Added |
| Patton Fund Management, Inc. | 4,676 | $3.88M | 1.05% | +4,676 | New |
| Kingswood Wealth Advisors, LLC | 2,811 | $3.92M | 0.67% | +1,291+84.9% | Added |
| Vestmark Advisory Solutions, Inc. | 4,727 | $3.93M | 0.29% | −22,249−82.5% | Reduced |
| Sequoia Financial Advisors, LLC | 4,741 | $3.94M | 0.07% | +268+6.0% | Added |
| Pinnbrook Capital Management LP | 4,757 | $3.95M | 2.60% | +4,757 | New |
| Mather Group, LLC. | 4,768 | $3.96M | 0.07% | −177−3.6% | Reduced |
| Qtron Investments LLC | 4,774 | $3.97M | 0.76% | −52−1.1% | Reduced |
| Red Spruce Capital, LLC | 4,774 | $3.97M | 2.25% | −20.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,810 | $4.00M | 0.25% | −394−7.6% | Reduced |
| Kovack Advisors, Inc. | 4,814 | $4.00M | 0.56% | +697+16.9% | Added |
| Azzad Asset Management Inc | 4,822 | $4.00M | 0.57% | +61+1.3% | Added |
| Montag A & Associates Inc | 4,830 | $4.01M | 0.25% | +57+1.2% | Added |
| Trust Asset Management LLC | 4,839 | $4.02M | 0.43% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,844 | $4.02M | 0.15% | +284+6.2% | Added |
| Wedbush Securities Inc | 4,856 | $4.03M | 0.20% | +85+1.8% | Added |
| Chapin Davis, Inc. | 4,856 | $4.03M | 1.93% | +2,587+114.0% | Added |
| Capstone Investment Advisors, LLC | 4,880 | $4.05M | 0.11% | +4,660+2,118.2% | Added |
| Robbins Farley LLC | 4,881 | $4.05M | 2.87% | +89+1.9% | Added |
| Bailard, Inc. | 4,890 | $4.06M | 0.13% | −30−0.6% | Reduced |
| Lighthouse Investment Partners, LLC | 4,905 | $4.07M | 0.24% | +4,905 | New |
| Sunbelt Securities, Inc. | 4,946 | $4.11M | 0.57% | −51−1.0% | Reduced |
| Granite Bay Wealth Management, LLC | 4,749 | $4.12M | 0.04% | +4,749 | New |
| Robeco Schweiz AG | 5,000 | $4.15M | 0.07% | +2,000+66.7% | Added |
| Tectonic Advisors LLC | 5,006 | $4.16M | 0.39% | −468−8.5% | Reduced |
| Farmers National Bank | 5,023 | $4.17M | 1.45% | +573+12.9% | Added |
| Ascent Group, LLC | 4,596 | $4.19M | 0.46% | +3,526+329.5% | Added |
| SYSTM Wealth Solutions LLC | 5,071 | $4.21M | 0.65% | +167+3.4% | Added |
| Hudson Capital Management LLC | 5,076 | $4.22M | 1.68% | −368−6.8% | Reduced |
| Spire Wealth Management | 5,090 | $4.23M | 0.16% | −37−0.7% | Reduced |
| Wunderlich Capital Managemnt | 5,094 | $4.23M | 2.09% | −155−3.0% | Reduced |
| Gladius Capital Management LP | 5,107 | $4.24M | 1.22% | +5,107 | New |
| Pittenger & Anderson Inc | 5,133 | $4.26M | 0.22% | +355+7.4% | Added |
| Monetary Management Group Inc | 5,157 | $4.28M | 1.43% | −85−1.6% | Reduced |
| RDA Financial Network | 5,164 | $4.29M | 1.86% | +101+2.0% | Added |
| West Oak Capital, LLC | 5,172 | $4.30M | 2.13% | −42−0.8% | Reduced |
| Taika Capital, LP | 5,180 | $4.30M | 2.12% | +1,420+37.8% | Added |
| Allworth Financial LP | 5,207 | $4.32M | 0.04% | +843+19.3% | Added |
| De Burlo Group Inc | 5,250 | $4.36M | 0.76% | −50−0.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 5,253 | $4.36M | 0.23% | +162+3.2% | Added |
| Wintrust Investments LLC | 5,288 | $4.39M | 0.46% | +1,439+37.4% | Added |
| First Hawaiian Bank | 5,332 | $4.43M | 0.15% | −420−7.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 5,336 | $4.43M | 0.99% | −667−11.1% | Reduced |
| Troluce Capital Advisors LLC | 5,359 | $4.45M | 2.69% | +5,359 | New |
| Franchise Capital Ltd | 5,360 | $4.45M | 1.59% | −31,947−85.6% | Reduced |
| Global Retirement Partners, LLC | 5,463 | $4.50M | 0.23% | +176+3.3% | Added |
| LVW Advisors, LLC | 5,434 | $4.51M | 0.96% | −337−5.8% | Reduced |
| Parallel Advisors, LLC | 5,448 | $4.53M | 0.15% | +144+2.7% | Added |
| Ameritas Advisory Services, LLC | 5,302 | $4.55M | 0.23% | +2,812+112.9% | Added |
| Ballentine Partners, LLC | 5,494 | $4.56M | 0.11% | +1,107+25.2% | Added |
| BOK Financial Private Wealth, Inc. | 5,513 | $4.58M | 0.40% | −2,012−26.7% | Reduced |
| Financial Advisory Partners, LLC | 5,524 | $4.59M | 1.85% | −50−0.9% | Reduced |
| Meridian Wealth Management, LLC | 5,522 | $4.61M | 0.28% | +35+0.6% | Added |
| Rossmore Private Capital | 5,557 | $4.62M | 0.70% | −101−1.8% | Reduced |
| Coldstream Capital Management Inc | 5,561 | $4.62M | 0.15% | +48+0.9% | Added |
| Wafra Inc. | 5,563 | $4.62M | 0.15% | +5,563 | New |
| Petredis Investment Advisors LLC | 5,585 | $4.64M | 0.66% | +35+0.6% | Added |
| Strategic Wealth Partners, Ltd. | 5,588 | $4.64M | 0.61% | +109+2.0% | Added |
| Pathway Financial Advisers, LLC | 5,595 | $4.66M | 1.92% | +5,595 | New |
| Merit Financial Group, LLC | 5,638 | $4.68M | 0.15% | −83−1.5% | Reduced |
| We Are One Seven, LLC | 5,671 | $4.71M | 0.37% | −217−3.7% | Reduced |
| Abn Amro Investment Solutions | 5,694 | $4.73M | 0.09% | −2,438−30.0% | Reduced |
| Proquility Private Wealth Partners, LLC | 5,727 | $4.76M | 1.95% | −141−2.4% | Reduced |
| Comerica Securities,inc. | 5,738 | $4.77M | 0.40% | −3,334−36.8% | Reduced |
| Spears Abacus Advisors LLC | 5,741 | $4.77M | 0.41% | −128−2.2% | Reduced |
| S. R. Schill & Associates | 5,772 | $4.79M | 2.33% | −30−0.5% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,778 | $4.80M | 0.72% | +95+1.7% | Added |
| Souders Financial Advisors | 5,806 | $4.82M | 0.93% | −1,494−20.5% | Reduced |
| Strategic Investment Advisors | 5,818 | $4.83M | 0.80% | +2,687+85.8% | Added |
| Foster & Motley Inc | 5,836 | $4.85M | 0.40% | −453−7.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 5,837 | $4.85M | 1.43% | +211+3.8% | Added |
| Convergence Investment Partners, LLC | 5,857 | $4.87M | 2.88% | −214−3.5% | Reduced |
| CMT Capital Markets Trading GmbH | 5,869 | $4.88M | 2.78% | +5,869 | New |
| Fund Management at Engine No. 1 LLC | 5,902 | $4.90M | 0.78% | +474+8.7% | Added |
| Sound View Wealth Advisors Group, LLC | 5,919 | $4.92M | 0.61% | +77+1.3% | Added |
| Nations Financial Group Inc, | 5,925 | $4.92M | 0.50% | −710−10.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,931 | $4.93M | 1.47% | −5,728−49.1% | Reduced |
| Regions Financial Corp | 5,939 | $4.93M | 0.04% | +70+1.2% | Added |
| Keebeck Wealth Management, LLC | 5,944 | $4.94M | 0.86% | +87+1.5% | Added |
| Sustainable Insight Capital Management, LLC | 5,947 | $4.94M | 4.84% | +128+2.2% | Added |
| Avitas Wealth Management LLC | 5,958 | $4.95M | 0.94% | −125−2.1% | Reduced |
| Intrust Bank NA | 5,971 | $4.96M | 0.63% | +152+2.6% | Added |
| Evergreen Capital Management LLC | 5,981 | $4.97M | 0.22% | +41+0.7% | Added |
| SeaTown Holdings Pte. Ltd. | 6,000 | $4.98M | 0.46% | +6,000 | New |
| Palogic Value Management, L.P. | 6,005 | $4.99M | 2.46% | −425−6.6% | Reduced |
| Meeder Advisory Services, Inc. | 6,013 | $4.99M | 0.63% | −801−11.8% | Reduced |
| DFPG Investments, LLC | 5,489 | $5.00M | 0.47% | −186−3.3% | Reduced |
| Independent Solutions Wealth Management, LLC | 6,045 | $5.02M | 1.38% | −89−1.5% | Reduced |
| Truvestments Capital LLC | 6,059 | $5.03M | 2.62% | +65+1.1% | Added |
| James Investment Research Inc | 6,063 | $5.04M | 0.66% | +494+8.9% | Added |
| Richard Bernstein Advisors LLC | 6,103 | $5.07M | 0.11% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 6,107 | $5.07M | 0.14% | −591−8.8% | Reduced |
| Evexia Wealth LLC | 5,978 | $5.08M | 2.57% | +5,978 | New |
| Kendall Capital Management | 6,123 | $5.09M | 2.25% | +207+3.5% | Added |
| Bartlett & Co. Wealth Management LLC | 6,128 | $5.09M | 0.09% | −138−2.2% | Reduced |
| Bay Rivers Group | 6,128 | $5.09M | 3.92% | −381−5.9% | Reduced |