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 5 sales; 4,853 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
- 2,466
- +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
- 999 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 | 4,853 | $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 |
|---|---|---|---|---|---|
| Bank of New Hampshire | 55 | $45.7K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 56 | $46.5K | 0.03% | −115−67.3% | Reduced |
| Creative Capital Management Investments LLC | 56 | $46.5K | 0.03% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 58 | $48.0K | 0.02% | +1+1.8% | Added |
| Western Pacific Wealth Management, LP | 58 | $48.2K | 0.04% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 60 | $50.0K | 0.06% | −121−66.9% | Reduced |
| Delos Wealth Advisors, LLC | 55 | $50.8K | 0.06% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 64 | $53.2K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 152 | $54.3K | 0.02% | +90+145.2% | Added |
| Johnson Midwest Financial, LLC | 70 | $58.5K | 0.13% | 00.0% | Unchanged |
| Knott David M Jr | 71 | $59.0K | 0.02% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 72 | $59.8K | 0.03% | +32+80.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 72 | $59.9K | 0.04% | −4−5.3% | Reduced |
| Pacifica Partners Inc. | 74 | $61.0K | 0.03% | 00.0% | Unchanged |
| Norwood Financial Corp | 75 | $62.3K | 0.10% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 75 | $62.3K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 78 | $64.8K | 0.06% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 70 | $66.2K | 0.03% | +70 | New |
| WR Wealth Planners, LLC | 81 | $67.0K | 0.03% | −12−12.9% | Reduced |
| Red Tortoise LLC | 82 | $68.1K | 0.05% | 00.0% | Unchanged |
| Financial Freedom, LLC | 83 | $68.7K | 0.05% | +1+1.2% | Added |
| Annapolis Financial Services, LLC | 84 | $69.8K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 85 | $70.6K | 0.01% | −14−14.1% | Reduced |
| Colonial Trust Advisors | 85 | $70.6K | 0.01% | +1+1.2% | Added |
| Global Financial Private Client, LLC | 86 | $71.8K | 0.04% | +2+2.4% | Added |
| Providence Capital Advisors, LLC | 88 | $73.1K | 0.02% | +88 | New |
| Altshuler Shaham Ltd | 90 | $74.8K | 0.00% | +55+157.1% | Added |
| Tanglewood Legacy Advisors, LLC | 90 | $74.8K | 0.04% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 92 | $76.4K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 92 | $76.4K | 0.04% | +15+19.5% | Added |
| Turim 21 Investimentos Ltda. | 94 | $78.1K | 0.03% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 95 | $78.6K | 0.06% | +7+8.0% | Added |
| Tacita Capital Inc | 98 | $81.4K | 0.06% | −17−14.8% | Reduced |
| Park Circle Co | 100 | $83.1K | 0.08% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 102 | $84.7K | 0.04% | −23−18.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 102 | $84.7K | 0.02% | +27+36.0% | Added |
| Lipe & Dalton | 105 | $87.0K | 0.05% | 00.0% | Unchanged |
| Tompkins Financial Corp | 105 | $87.2K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 108 | $89.7K | 0.06% | +108 | New |
| Solstein Capital, LLC | 112 | $93.0K | 0.08% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 113 | $93.9K | 0.05% | −7−5.8% | Reduced |
| Armstrong Advisory Group, Inc | 113 | $93.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 113 | $93.9K | 0.02% | +9+8.7% | Added |
| Financial Synergies Wealth Advisors, Inc. | 114 | $95.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 115 | $95.5K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 116 | $96.0K | 0.03% | +6+5.5% | Added |
| TFC Financial Management | 117 | $97.2K | 0.02% | +20+20.6% | Added |
| Northwest Investment Counselors, LLC | 118 | $98.2K | 0.03% | 00.0% | Unchanged |
| RFP Financial Group LLC | 119 | $98.8K | 0.04% | 00.0% | Unchanged |
| St Germain D J Co Inc | 121 | $100.5K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 121 | $100.7K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 122 | $101.3K | 0.05% | +122 | New |
| Foster Dykema Cabot & Co Inc | 128 | $106.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 128 | $106.3K | 0.03% | +63+96.9% | Added |
| Mint Tower Capital Management B.V. | 137 | $114.0K | 0.03% | +137 | New |
| Impact Partnership Wealth, LLC | 141 | $117.1K | 0.04% | +85+151.8% | Added |
| IMA Wealth, Inc. | 144 | $119.6K | 0.03% | 00.0% | Unchanged |
| Arrow Financial Corp | 145 | $120.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 147 | $122.1K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 151 | $125.1K | 0.03% | −58−27.8% | Reduced |
| Roth Financial Partners LLC | 152 | $126.2K | 0.08% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 152 | $126.2K | 0.09% | +152 | New |
| Gables Capital Management Inc. | 153 | $127.1K | 0.09% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 156 | $130.0K | 0.03% | +21+15.6% | Added |
| JFS Wealth Advisors, LLC | 159 | $132.1K | 0.01% | +12+8.2% | Added |
| Spartan Planning & Wealth Management | 160 | $132.9K | 0.16% | +160 | New |
| Certified Advisory Corp | 47,811 | $132.9K | 0.02% | +47,729+58,206.1% | Added |
| GeoWealth Management, LLC | 166 | $137.0K | 0.02% | −63−27.5% | Reduced |
| Bamco Inc | 173 | $143.7K | 0.00% | +42+32.1% | Added |
| Tfo-TDC, LLC | 166 | $144.0K | 0.03% | +84+102.4% | Added |
| Plante Moran Financial Advisors, LLC | 178 | $147.8K | 0.02% | −19−9.6% | Reduced |
| Operose Advisors LLC | 178 | $147.8K | 0.06% | +178 | New |
| Bullseye Investment Management, LLC | 180 | $149.5K | 0.12% | +180 | New |
| Carmichael Hill & Associates, Inc. | 181 | $150.5K | 0.07% | +9+5.2% | Added |
| First Command Advisory Services, Inc. | 184 | $152.8K | 0.00% | +184 | New |
| Earnest Partners LLC | 186 | $154.5K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 187 | $155.3K | 0.99% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 193 | $160.3K | 0.15% | +57+41.9% | Added |
| Cornerstone Planning Group LLC | 193 | $160.6K | 0.06% | +106+121.8% | Added |
| Maryland Capital Advisors Inc. | 195 | $162.0K | 0.12% | 00.0% | Unchanged |
| Elequin Capital LP | 199 | $165.3K | 0.03% | +199 | New |
| Close Asset Management Ltd | 200 | $166.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 207 | $171.9K | 0.10% | −86−29.4% | Reduced |
| Hendershot Investments Inc. | 208 | $172.8K | 0.03% | −75−26.5% | Reduced |
| Versant Capital Management, Inc | 209 | $173.6K | 0.06% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 211 | $175.3K | 0.12% | −20−8.7% | Reduced |
| MV Capital Management, Inc. | 225 | $186.9K | 0.02% | +10+4.7% | Added |
| KB Financial Partners, LLC | 236 | $196.0K | 0.06% | −10−4.1% | Reduced |
| Stonebridge Capital Advisors LLC | 237 | $196.8K | 0.02% | −29−10.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 237 | $196.8K | 0.09% | −5−2.1% | Reduced |
| Eldridge Investment Advisors, Inc. | 241 | $200.0K | 0.07% | 00.0% | Unchanged |
| Family Asset Management, LLC | 242 | $201.0K | 0.15% | −2−0.8% | Reduced |
| Kesler, Norman & Wride, LLC | 242 | $201.0K | 0.05% | +242 | New |
| Rockingstone Advisors LLC | 242 | $201.1K | 0.11% | +242 | New |
| McMahon Financial Advisors, LLC | 243 | $201.8K | 0.06% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 244 | $202.4K | 0.05% | +2+0.8% | Added |
| Old North State Trust, LLC | 245 | $203.0K | 0.16% | −12−4.7% | Reduced |
| Family Firm, Inc. | 245 | $203.3K | 0.06% | +1+0.4% | Added |
| Guardian Financial Partners, LLC | 245 | $203.3K | 0.19% | −100−29.0% | Reduced |
| CCG Wealth Management, LLC | 245 | $203.5K | 0.13% | +245 | New |