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, 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 | 4,855 | $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, 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 |
|---|---|---|---|---|---|
| Bartlett & Co. LLC | 6,128 | $5.09M | 0.09% | −138−2.2% | Reduced |
| Community Bank, N.A. | 6,130 | $5.09M | 0.71% | −155−2.5% | Reduced |
| Range Financial Group LLC | 6,131 | $5.09M | 3.37% | −392−6.0% | Reduced |
| Altrius Capital Management Inc | 6,157 | $5.11M | 1.52% | −128−2.0% | Reduced |
| Connectus Wealth, LLC | 6,161 | $5.12M | 0.11% | +312+5.3% | Added |
| IFG Advisory, LLC | 6,172 | $5.13M | 0.43% | −57−0.9% | Reduced |
| Fulton Bank, N.A. | 6,214 | $5.16M | 0.26% | +83+1.4% | Added |
| Consolidated Capital Management, LLC | 6,232 | $5.18M | 2.74% | −164−2.6% | Reduced |
| Morse Asset Management, Inc | 6,273 | $5.21M | 1.65% | +1,935+44.6% | Added |
| Hourglass Capital, LLC | 6,276 | $5.21M | 1.84% | −70−1.1% | Reduced |
| TCG Advisory Services, LLC | 6,293 | $5.23M | 0.81% | +468+8.0% | Added |
| Navellier & Associates Inc | 6,340 | $5.27M | 0.90% | +4,923+347.4% | Added |
| Geneva Partners, LLC | 6,341 | $5.27M | 3.49% | −300−4.5% | Reduced |
| Larson Financial Group LLC | 6,354 | $5.28M | 0.52% | +198+3.2% | Added |
| RMR Wealth Builders | 6,362 | $5.28M | 0.84% | +388+6.5% | Added |
| Horan Capital Advisors, LLC. | 6,362 | $5.28M | 2.13% | −1,929−23.3% | Reduced |
| Shaker Investments LLC | 6,375 | $5.29M | 2.92% | −70−1.1% | Reduced |
| Sumitomo Life Insurance Co | 6,378 | $5.30M | 0.15% | −85−1.3% | Reduced |
| Sage Mountain Advisors LLC | 6,379 | $5.30M | 0.73% | +131+2.1% | Added |
| Verition Fund Management LLC | 6,385 | $5.30M | 0.07% | +828+14.9% | Added |
| CAPROCK Group, Inc. | 6,414 | $5.33M | 0.40% | −9−0.1% | Reduced |
| LMCG Investments, LLC | 6,423 | $5.33M | 0.36% | −2,878−30.9% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 6,434 | $5.35M | 2.72% | −1,203−15.8% | Reduced |
| Parcion Private Wealth LLC | 6,470 | $5.37M | 0.56% | −95−1.4% | Reduced |
| Mission Wealth Management, LP | 6,477 | $5.38M | 0.20% | +3,361+107.9% | Added |
| IHT Wealth Management, LLC | 6,479 | $5.38M | 0.27% | +318+5.2% | Added |
| HB Wealth Management, LLC | 6,490 | $5.39M | 0.09% | +1,323+25.6% | Added |
| Citizens Business Bank | 6,491 | $5.39M | 1.27% | −202−3.0% | Reduced |
| Sandhill Capital Partners LLC | 6,498 | $5.40M | 0.50% | −72−1.1% | Reduced |
| Geneos Wealth Management Inc. | 6,500 | $5.40M | 0.28% | −7,260−52.8% | Reduced |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 6,500 | $5.40M | 0.01% | +6,500 | New |
| Te Ahumairangi Investment Management Ltd | 6,501 | $5.40M | 0.88% | −1,680−20.5% | Reduced |
| Fayez Sarofim & Co | 6,506 | $5.40M | 0.02% | +29+0.4% | Added |
| Ritholtz Wealth Management | 6,564 | $5.45M | 0.24% | +616+10.4% | Added |
| Asset Dedication, LLC | 6,611 | $5.45M | 0.46% | −77−1.2% | Reduced |
| Jackson Square Capital, LLC | 6,568 | $5.46M | 2.19% | +71+1.1% | Added |
| Ridgecrest Wealth Partners, LLC | 6,600 | $5.48M | 3.85% | −100−1.5% | Reduced |
| Savoie Capital LLC | 6,609 | $5.49M | 1.44% | +6,609 | New |
| Federation des caisses Desjardins du Quebec | 6,644 | $5.52M | 0.06% | −116−1.7% | Reduced |
| Transcend Wealth Collective, LLC | 6,676 | $5.54M | 0.54% | +118+1.8% | Added |
| Balyasny Asset Management LLC | 6,746 | $5.60M | 0.02% | −1,211−15.2% | Reduced |
| Tudor Investment Corp Et Al | 6,747 | $5.60M | 0.08% | +6,747 | New |
| STF Management LP | 6,748 | $5.60M | 2.98% | +4,127+157.5% | Added |
| Gunderson Capital Management Inc. | 6,760 | $5.61M | 3.82% | −2,565−27.5% | Reduced |
| Paradiem, LLC | 6,760 | $5.61M | 1.69% | −1,030−13.2% | Reduced |
| Old Second National Bank of Aurora | 6,780 | $5.63M | 1.71% | −837−11.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 6,785 | $5.64M | 0.73% | +56+0.8% | Added |
| Parsons Capital Management Inc | 6,790 | $5.64M | 0.45% | +754+12.5% | Added |
| Sawgrass Asset Management LLC | 6,802 | $5.65M | 0.69% | −20,152−74.8% | Reduced |
| Signaturefd, LLC | 6,820 | $5.66M | 0.15% | −330−4.6% | Reduced |
| Graypoint LLC | 6,826 | $5.67M | 0.53% | +57+0.8% | Added |
| John G Ullman & Associates Inc | 6,853 | $5.69M | 0.93% | −168−2.4% | Reduced |
| Stokes Capital Advisors, LLC | 6,858 | $5.70M | 1.99% | +105+1.6% | Added |
| Gladstone Institutional Advisory LLC | 6,882 | $5.72M | 0.37% | −573−7.7% | Reduced |
| Glassy Mountain Advisors, Inc. | 6,857 | $5.73M | 2.73% | −408−5.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,900 | $5.73M | 0.56% | +6,900 | New |
| Canal Capital Management, LLC | 6,940 | $5.76M | 1.18% | +225+3.4% | Added |
| B & T Capital Management DBA Alpha Capital Management | 6,961 | $5.78M | 1.35% | −2,419−25.8% | Reduced |
| Balentine LLC | 6,963 | $5.78M | 0.19% | +432+6.6% | Added |
| Howard Capital Management Inc. | 6,983 | $5.80M | 0.78% | +2,193+45.8% | Added |
| China Universal Asset Management Co., Ltd. | 6,988 | $5.80M | 1.68% | +1,668+31.4% | Added |
| Garrison Asset Management, LLC | 7,072 | $5.87M | 3.59% | −122−1.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,078 | $5.88M | 0.23% | +61+0.9% | Added |
| Peterson Wealth Services | 7,150 | $5.94M | 4.44% | +190+2.7% | Added |
| First Citizens Bank & Trust Co | 7,154 | $5.94M | 0.12% | −1,973−21.6% | Reduced |
| Red Cedar Investment Management, LLC | 7,158 | $5.95M | 0.91% | −568−7.4% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 7,170 | $5.96M | 0.12% | +7,170 | New |
| Alphadyne Asset Management LP | 7,256 | $6.03M | 2.91% | +7,052+3,456.9% | Added |
| Carolina Wealth Advisors, LLC | 7,261 | $6.03M | 3.41% | −2,715−27.2% | Reduced |
| Journey Advisory Group, LLC | 7,286 | $6.05M | 0.90% | −33−0.5% | Reduced |
| Covenant Asset Management, LLC | 7,319 | $6.08M | 1.87% | +12+0.2% | Added |
| Principal Street Partners, LLC | 7,350 | $6.10M | 1.21% | −3,676−33.3% | Reduced |
| Systematic Alpha Investments, LLC | 7,356 | $6.11M | 0.31% | 00.0% | Unchanged |
| Front Row Advisors LLC | 7,362 | $6.11M | 2.82% | +35+0.5% | Added |
| Harbour Capital Advisors, LLC | 7,363 | $6.12M | 1.83% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 7,375 | $6.13M | 0.86% | −487−6.2% | Reduced |
| Pitcairn Co | 7,386 | $6.13M | 0.51% | +3,295+80.5% | Added |
| Consolidated Planning Corp | 7,391 | $6.14M | 1.36% | −15−0.2% | Reduced |
| RBA Wealth Management, LLC | 7,391 | $6.14M | 2.95% | −66−0.9% | Reduced |
| 180 Wealth Advisors, LLC | 7,397 | $6.14M | 1.38% | −27−0.4% | Reduced |
| LS Investment Advisors, LLC | 7,406 | $6.15M | 1.16% | −312−4.0% | Reduced |
| Icon Wealth Partners, LLC | 7,414 | $6.16M | 0.70% | −1,517−17.0% | Reduced |
| Koshinski Asset Management, Inc. | 7,463 | $6.20M | 0.71% | −1,165−13.5% | Reduced |
| Himension Fund | 7,470 | $6.20M | 0.64% | +7,470 | New |
| NWK Group, Inc. | 7,479 | $6.21M | 3.81% | +7,479 | New |
| SeaCrest Wealth Management, LLC | 7,493 | $6.22M | 0.81% | +1,274+20.5% | Added |
| Oliver Luxxe Assets LLC | 7,507 | $6.23M | 1.60% | −120−1.6% | Reduced |
| Hunter Associates Investment Management LLC | 7,574 | $6.29M | 1.28% | +369+5.1% | Added |
| Nicholas Company, Inc. | 7,595 | $6.31M | 0.13% | −1,035−12.0% | Reduced |
| Asio Capital, LLC | 7,646 | $6.35M | 1.69% | +137+1.8% | Added |
| Financial Enhancement Group LLC | 7,039 | $6.35M | 1.22% | −116−1.6% | Reduced |
| NatWest Group plc | 7,667 | $6.37M | 3.32% | +283+3.8% | Added |
| UBS Oconnor LLC | 7,723 | $6.41M | 0.11% | +979+14.5% | Added |
| Banque Cantonale Vaudoise | 7,726 | $6.42M | 0.32% | −2,181−22.0% | Reduced |
| Veriti Management LLC | 7,729 | $6.42M | 0.73% | +219+2.9% | Added |
| Cumberland Partners Ltd | 7,730 | $6.42M | 0.62% | −1,935−20.0% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 7,752 | $6.44M | 1.10% | +7,752 | New |
| McKinley Capital Management LLC /Delaware | 7,755 | $6.44M | 0.90% | −21−0.3% | Reduced |
| E Fund Management Co., Ltd. | 7,764 | $6.45M | 0.49% | +652+9.2% | Added |
| Desjardins Global Asset Management Inc. | 7,831 | $6.50M | 0.71% | +1,531+24.3% | Added |