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 |
|---|---|---|---|---|---|
| Genus Capital Management Inc. | 15,887 | $13.2M | 2.08% | −1,129−6.6% | Reduced |
| Middleton & Co Inc | 15,899 | $13.2M | 1.82% | +300+1.9% | Added |
| Calamos Wealth Management LLC | 15,905 | $13.2M | 1.00% | −954−5.7% | Reduced |
| Independent Advisor Alliance | 15,910 | $13.2M | 0.60% | +2,864+22.0% | Added |
| Muhlenkamp & Co Inc | 15,956 | $13.3M | 4.57% | −79−0.5% | Reduced |
| Oaktop Capital Management II, L.P. | 16,000 | $13.3M | 2.22% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 16,169 | $13.4M | 0.33% | +1,599+11.0% | Added |
| ClariVest Asset Management LLC | 16,192 | $13.4M | 0.73% | −907−5.3% | Reduced |
| Bradley Foster & Sargent Inc | 15,569 | $13.5M | 0.28% | 00.0% | Unchanged |
| Vestor Capital, LLC | 16,381 | $13.6M | 1.48% | −221−1.3% | Reduced |
| Shorepoint Capital Partners LLC | – | $13.6M | 4.00% | – | – |
| Wealth Advisors of Tampa Bay, LLC | 16,468 | $13.7M | 3.76% | +7,973+93.9% | Added |
| Brinker Capital Investments, LLC | 16,631 | $13.8M | 0.17% | −4,442−21.1% | Reduced |
| Orion Portfolio Solutions, LLC | 16,631 | $13.8M | 0.17% | −4,442−21.1% | Reduced |
| Diversified Trust Co | 16,740 | $13.9M | 0.53% | −368−2.2% | Reduced |
| Atlantic Union Bankshares Corp | 16,814 | $14.0M | 1.43% | −356−2.1% | Reduced |
| Atria Wealth Solutions, Inc. | 16,930 | $14.1M | 0.20% | +2,211+15.0% | Added |
| Miramar Capital, LLC | 17,030 | $14.1M | 3.85% | −297−1.7% | Reduced |
| Squarepoint Ops LLC | 17,040 | $14.2M | 0.07% | −15,283−47.3% | Reduced |
| Metropolitan Life Insurance Co | 17,075 | $14.2M | 0.74% | −1,095−6.0% | Reduced |
| AIA Group Ltd | 17,167 | $14.3M | 0.70% | +3,227+23.1% | Added |
| Princeton Global Asset Management LLC | 17,230 | $14.3M | 4.06% | +831+5.1% | Added |
| FourThought Financial Partners, LLC | 17,254 | $14.3M | 2.00% | −554−3.1% | Reduced |
| Stratos Wealth Partners, LTD. | 17,340 | $14.4M | 0.31% | +748+4.5% | Added |
| Bragg Financial Advisors, Inc | 17,466 | $14.5M | 0.77% | −383−2.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 17,610 | $14.6M | 1.65% | +13+0.1% | Added |
| Jackson Wealth Management, LLC | 17,732 | $14.7M | 2.11% | +301+1.7% | Added |
| Kestra Private Wealth Services, LLC | 17,763 | $14.8M | 0.46% | +200+1.1% | Added |
| Metis Global Partners, LLC | 17,824 | $14.8M | 0.72% | +2,768+18.4% | Added |
| Carnegie Capital Asset Management, LLC | 17,846 | $14.8M | 0.57% | +10+0.1% | Added |
| Maven Securities LTD | 17,997 | $14.9M | 1.64% | +14,382+397.8% | Added |
| NEOS Investment Management LLC | 18,102 | $15.0M | 1.92% | +18,102 | New |
| Ibex Wealth Advisors | 18,174 | $15.1M | 3.84% | +18,174 | New |
| Hantz Financial Services, Inc. | 18,199 | $15.1M | 0.38% | +393+2.2% | Added |
| Acadian Asset Management LLC | 18,221 | $15.1M | 0.06% | −9,199−33.5% | Reduced |
| Howe & Rusling Inc | 18,232 | $15.1M | 1.79% | +86+0.5% | Added |
| Boston Common Asset Management, LLC | 18,267 | $15.2M | 0.36% | −2,067−10.2% | Reduced |
| Advisory Services Network, LLC | 18,318 | $15.2M | 0.41% | +2,083+12.8% | Added |
| Intact Investment Management Inc. | 18,390 | $15.3M | 0.66% | −1,180−6.0% | Reduced |
| Novare Capital Management LLC | 18,560 | $15.4M | 1.74% | −1,612−8.0% | Reduced |
| PGGM Investments | 18,567 | $15.4M | 0.27% | −662−3.4% | Reduced |
| Buckingham Capital Management, Inc. | 18,598 | $15.4M | 2.35% | −2,306−11.0% | Reduced |
| Cardinal Capital Management, Inc. | 18,618 | $15.5M | 0.81% | −13,128−41.4% | Reduced |
| Moors & Cabot, Inc. | 18,662 | $15.5M | 1.05% | +232+1.3% | Added |
| Cornerstone Advisors, LLC | 18,700 | $15.5M | 0.72% | −800−4.1% | Reduced |
| Edgemoor Investment Advisors, Inc. | 18,748 | $15.6M | 1.84% | −230−1.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 18,759 | $15.6M | 2.12% | +1,316+7.5% | Added |
| Alpine Woods Capital Investors, LLC | 18,771 | $15.6M | 2.51% | −390−2.0% | Reduced |
| Axxcess Wealth Management, LLC | 18,855 | $15.7M | 0.53% | +3,442+22.3% | Added |
| E. Ohman J:or Asset Management AB | 19,000 | $15.8M | 0.59% | −200−1.0% | Reduced |
| Van Hulzen Asset Management, LLC | 19,080 | $15.8M | 1.22% | +805+4.4% | Added |
| Discovery Capital Management, LLC | 19,169 | $15.9M | 2.87% | +19,169 | New |
| Prospera Financial Services Inc | 19,152 | $15.9M | 0.62% | +1,756+10.1% | Added |
| Independent Financial Group, LLC | 19,336 | $16.1M | 1.04% | +286+1.5% | Added |
| Shell Asset Management Co | 19,353 | $16.1M | 0.66% | +917+5.0% | Added |
| Tocqueville Asset Management L.P. | 19,380 | $16.1M | 0.31% | −553−2.8% | Reduced |
| Arnhold LLC | 19,429 | $16.1M | 1.92% | +1,566+8.8% | Added |
| Moran Wealth Management, LLC | 19,578 | $16.3M | 0.63% | −675−3.3% | Reduced |
| Advisor Partners II, LLC | 19,616 | $16.3M | 0.65% | +1,101+5.9% | Added |
| Transform Wealth, LLC | 19,685 | $16.3M | 1.72% | +15+0.1% | Added |
| Linscomb & Williams, Inc. | 19,765 | $16.4M | 0.96% | −952−4.6% | Reduced |
| Empowered Funds, LLC | 19,847 | $16.5M | 0.49% | +1,386+7.5% | Added |
| Matthews International Capital Management LLC | 19,879 | $16.5M | 2.00% | +5,527+38.5% | Added |
| Norinchukin Bank, The | 19,955 | $16.6M | 0.39% | −15,841−44.3% | Reduced |
| Andra AP-fonden | 20,100 | $16.7M | 0.98% | +1,200+6.3% | Added |
| Edge Capital Group, LLC | 20,290 | $16.9M | 1.09% | −5,754−22.1% | Reduced |
| Appleton Partners Inc | 20,571 | $17.1M | 1.52% | −20.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 20,594 | $17.1M | 0.84% | −98−0.5% | Reduced |
| Stewart & Patten Co LLC | 20,619 | $17.1M | 2.98% | −141−0.7% | Reduced |
| Credit Agricole S A | 20,684 | $17.2M | 0.53% | +4,354+26.7% | Added |
| Nicholas Hoffman & Company, LLC. | 20,740 | $17.2M | 1.27% | 00.0% | Unchanged |
| Light Street Capital Management, LLC | 20,835 | $17.3M | 5.09% | +20,835 | New |
| Arcadia Investment Management Corp | 20,977 | $17.4M | 3.69% | −1,288−5.8% | Reduced |
| Polaris Wealth Advisory Group, LLC | 21,046 | $17.5M | 1.33% | −10,400−33.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 21,095 | $17.5M | 0.27% | −246−1.2% | Reduced |
| Investment Management Corp of Ontario | 21,223 | $17.6M | 0.69% | +5,961+39.1% | Added |
| ExodusPoint Capital Management, LP | 21,301 | $17.7M | 0.23% | +21,301 | New |
| ARS Wealth Advisors Group, LLC | 21,327 | $17.7M | 2.90% | −931−4.2% | Reduced |
| Meeder Asset Management Inc | 21,344 | $17.7M | 1.40% | +11,915+126.4% | Added |
| General American Investors Co Inc | 21,500 | $17.9M | 1.60% | 00.0% | Unchanged |
| Alps Advisors Inc | 21,503 | $17.9M | 0.15% | +14,683+215.3% | Added |
| New Mexico Educational Retirement Board | 21,646 | $18.0M | 0.77% | +1,300+6.4% | Added |
| La Financiere de L'Echiquier | 21,700 | $18.0M | 0.93% | +6,700+44.7% | Added |
| CCM Investment Advisers LLC | 21,743 | $18.1M | 2.49% | −622−2.8% | Reduced |
| Terry L. Blaker | 21,879 | $18.2M | 1.62% | −71−0.3% | Reduced |
| FIL Ltd | 21,983 | $18.3M | 0.02% | −4,241−16.2% | Reduced |
| Crawford Investment Counsel Inc | 22,070 | $18.3M | 0.40% | −1,082−4.7% | Reduced |
| Kirr Marbach & Co LLC | 22,079 | $18.3M | 5.20% | −612−2.7% | Reduced |
| Ethic Inc. | 22,083 | $18.3M | 0.64% | +2,082+10.4% | Added |
| Fullerton Fund Management Co Ltd. | 22,087 | $18.3M | 1.28% | +10,064+83.7% | Added |
| CWM, LLC | 22,354 | $18.6M | 0.11% | +7,392+49.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 22,423 | $18.6M | 0.09% | +22,423 | New |
| Harvest Portfolios Group Inc. | 22,473 | $18.7M | 0.88% | −1,723−7.1% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 22,481 | $18.7M | 0.60% | −63−0.3% | Reduced |
| Snowden Capital Advisors LLC | 22,580 | $18.8M | 0.80% | −786−3.4% | Reduced |
| Ameritas Investment Partners, Inc. | 22,771 | $18.9M | 0.76% | +1,563+7.4% | Added |
| Gratus Capital LLC | 22,846 | $19.0M | 1.30% | +378+1.7% | Added |
| Laurion Capital Management LP | 22,928 | $19.0M | 0.50% | +16,156+238.6% | Added |
| Slow Capital, Inc. | 22,958 | $19.1M | 3.50% | +1,582+7.4% | Added |
| Whittier Trust Co of Nevada Inc | 23,135 | $19.2M | 0.68% | −100−0.4% | Reduced |