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 |
|---|---|---|---|---|---|
| WorthPointe, LLC | 245 | $203.5K | 0.12% | +245 | New |
| Ahl Investment Management, Inc. | 246 | $204.3K | 0.18% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 246 | $204.3K | 0.01% | +4+1.7% | Added |
| Lutz Financial Services LLC | 246 | $204.3K | 0.02% | +246 | New |
| KLR Investment Advisors, LLC | 319 | $204.7K | 0.19% | −26−7.5% | Reduced |
| Parker Financial LLC | 247 | $205.2K | 0.14% | −334−57.5% | Reduced |
| Cherrydale Wealth Management, LLC | 248 | $205.6K | 0.12% | +1+0.4% | Added |
| AtonRa Partners | 248 | $206.0K | 0.43% | +248 | New |
| Oxler Private Wealth LLC | 248 | $206.4K | 0.10% | +1+0.4% | Added |
| S&CO Inc | 250 | $207.0K | 0.02% | 00.0% | Unchanged |
| Smart Money Group LLC | 249 | $207.0K | 0.10% | +249 | New |
| Ausdal Financial Partners, Inc. | 250 | $207.3K | 0.03% | −188−42.9% | Reduced |
| Satovsky Asset Management LLC | 250 | $207.6K | 0.07% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 250 | $207.6K | 0.01% | +17+7.3% | Added |
| Plan Group Financial, LLC | 250 | $207.8K | 0.15% | −9−3.5% | Reduced |
| First National Bank Sioux Falls | 252 | $209.3K | 0.13% | 00.0% | Unchanged |
| Northstar Group, Inc. | 252 | $209.3K | 0.05% | 00.0% | Unchanged |
| Crestone Asset Management LLC | 253 | $210.1K | 0.05% | +253 | New |
| Ritter Daniher Financial Advisory LLC | 254 | $211.0K | 0.09% | +27+11.9% | Added |
| ERn Financial, LLC | 254 | $211.1K | 0.05% | −28−9.9% | Reduced |
| Eagle Strategies LLC | 255 | $211.9K | 0.05% | −82−24.3% | Reduced |
| Vantage Consulting Group Inc | 256 | $212.6K | 0.14% | −15−5.5% | Reduced |
| Syntax Advisors, LLC | 256 | $212.6K | 0.19% | −15−5.5% | Reduced |
| Montz Harcus Wealth Management LLC | 257 | $213.3K | 0.18% | −83−24.4% | Reduced |
| Cynosure Management, LLC | 257 | $213.5K | 0.07% | +257 | New |
| Lincoln Capital Corp | 257 | $213.5K | 0.11% | −19−6.9% | Reduced |
| Meridian Wealth Partners, LLC | 258 | $213.9K | 0.04% | +13+5.3% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 258 | $214.1K | 0.07% | −12−4.4% | Reduced |
| WNY Asset Management, LLC | 258 | $214.3K | 0.04% | −25−8.8% | Reduced |
| HFG Advisors, Inc. | 258 | $214.3K | 0.23% | +258 | New |
| Inscription Capital, LLC | 258 | $214.3K | 0.07% | −55−17.6% | Reduced |
| MJP Associates Inc | 260 | $215.6K | 0.06% | −376−59.1% | Reduced |
| Insight Wealth Partners, LLC | 260 | $216.0K | 0.18% | +1+0.4% | Added |
| Benedetti & Gucer, Inc. | 260 | $216.0K | 0.12% | +260 | New |
| Verus Capital Partners, LLC | 260 | $216.0K | 0.03% | +260 | New |
| Echo Street Capital Management LLC | 261 | $216.8K | 0.00% | +261 | New |
| Owen LaRue, LLC | 264 | $219.3K | 0.24% | −497−65.3% | Reduced |
| Kingdom Financial Group LLC. | 265 | $219.8K | 0.21% | +12+4.7% | Added |
| C M Bidwell & Associates Ltd | 265 | $220.1K | 0.17% | −91−25.6% | Reduced |
| Sax Wealth Advisors, LLC | 266 | $221.3K | 0.04% | +266 | New |
| Cornercap Investment Counsel Inc | 267 | $221.8K | 0.04% | −6−2.2% | Reduced |
| Consilio Wealth Advisors, LLC | 273 | $222.6K | 0.13% | +20+7.9% | Added |
| Lee Danner & Bass Inc | 269 | $223.0K | 0.02% | 00.0% | Unchanged |
| Hyman Charles D | 268 | $223.0K | 0.01% | +268 | New |
| Cubic Asset Management, LLC | 269 | $223.4K | 0.06% | 00.0% | Unchanged |
| King Wealth | 269 | $224.0K | 0.05% | −13−4.6% | Reduced |
| Green Harvest Asset Management LLC | 271 | $225.1K | 0.01% | +271 | New |
| Clifford Swan Investment Counsel LLC | 271 | $225.3K | 0.01% | −28−9.4% | Reduced |
| Sheets Smith Wealth Management | 272 | $226.1K | 0.03% | 00.0% | Unchanged |
| Rollins Financial | 273 | $226.5K | 0.06% | +26+10.5% | Added |
| Bogart Wealth, LLC | 273 | $226.9K | 0.01% | −3−1.1% | Reduced |
| One Capital Management, LLC | 274 | $227.6K | 0.01% | +10+3.8% | Added |
| Bedel Financial Consulting, Inc. | 275 | $228.5K | 0.05% | +6+2.2% | Added |
| Bedel Financial Consulting Inc | 275 | $228.5K | 0.05% | +275 | New |
| McAdam, LLC | 275 | $228.7K | 0.02% | +26+10.4% | Added |
| FLC Capital Advisors | 277 | $230.1K | 0.07% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 277 | $230.1K | 0.13% | 00.0% | Unchanged |
| Truadvice, LLC | 241 | $230.8K | 0.09% | +241 | New |
| Pine Haven Investment Counsel, Inc | 279 | $231.7K | 0.24% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 280 | $232.6K | 0.13% | −60−17.6% | Reduced |
| 1776 Wealth LLC | 280 | $232.6K | 0.12% | 00.0% | Unchanged |
| Harbor Advisory Corp | 281 | $233.4K | 0.08% | 00.0% | Unchanged |
| M. Kraus & Co | 282 | $234.2K | 0.08% | 00.0% | Unchanged |
| Motive Wealth Advisors | 283 | $235.1K | 0.26% | −20−6.6% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 283 | $235.3K | 0.05% | +3+1.1% | Added |
| TCI Wealth Advisors, Inc. | 284 | $235.6K | 0.03% | +6+2.2% | Added |
| Exchange Bank | 284 | $235.9K | 0.23% | −22−7.2% | Reduced |
| Beacon Capital Management, LLC | 272 | $235.9K | 0.06% | 00.0% | Unchanged |
| Hemington Wealth Management | 287 | $238.0K | 0.11% | −59−17.1% | Reduced |
| EdgeRock Capital LLC | 287 | $238.4K | 0.14% | +287 | New |
| Epic Trust Investment Advisors, LLC | 287 | $238.5K | 0.38% | −32−10.0% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 277 | $238.9K | 0.12% | +2+0.7% | Added |
| Washington Trust Advisors, Inc. | 288 | $239.0K | 0.02% | +134+87.0% | Added |
| Union Savings Bank | 288 | $239.2K | 0.15% | 00.0% | Unchanged |
| Associated Banc-Corp | 288 | $239.2K | 0.01% | −43−13.0% | Reduced |
| Lafayette Investments, Inc. | 288 | $239.2K | 0.07% | +288 | New |
| Members Capital Advisors Inc | 290 | $240.9K | 0.30% | −35−10.8% | Reduced |
| BlackDiamond Wealth Management Inc. | 290 | $244.0K | 0.22% | +11+3.9% | Added |
| Cahill Financial Advisors Inc | 296 | $245.7K | 0.04% | +19+6.9% | Added |
| Echo45 Advisors LLC | 296 | $245.9K | 0.21% | +9+3.1% | Added |
| GHP Investment Advisors, Inc. | 279 | $246.4K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 297 | $246.7K | 0.04% | +297 | New |
| Smith Chas P & Associates Pa Cpas | 297 | $247.0K | 0.02% | −12−3.9% | Reduced |
| Element Pointe Advisors, LLC | 298 | $247.5K | 0.08% | +32+12.0% | Added |
| Amplius Wealth Advisors, LLC | 299 | $248.3K | 0.03% | +52+21.1% | Added |
| Fortune Financial Advisors, LLC | 299 | $248.6K | 0.19% | +1+0.3% | Added |
| Calton & Associates, Inc. | 300 | $249.0K | 0.36% | +300 | New |
| Thomasville National Bank | 300 | $249.2K | 0.02% | −3−1.0% | Reduced |
| Blume Capital Management, Inc. | 300 | $249.2K | 0.07% | 00.0% | Unchanged |
| MAS Advisors LLC | 300 | $249.2K | 0.36% | +10+3.4% | Added |
| Meyer Handelman Co | 300 | $249.2K | 0.01% | +300 | New |
| Curated Wealth Partners LLC | 302 | $250.8K | 0.05% | −9−2.9% | Reduced |
| Gries Financial LLC | 302 | $250.8K | 0.07% | +62+25.8% | Added |
| Peregrine Asset Advisers, Inc. | 302 | $250.8K | 0.13% | +302 | New |
| OneAscent Financial Services LLC | 302 | $251.0K | 0.07% | −77−20.3% | Reduced |
| Wambolt & Associates, LLC | 301 | $251.3K | 0.09% | +36+13.6% | Added |
| Briggs Advisory Group, Inc. | 303 | $251.7K | 0.14% | 00.0% | Unchanged |
| Security National Bank | 303 | $252.1K | 0.07% | −125−29.2% | Reduced |
| Column Capital Advisors, LLC | 305 | $253.3K | 0.04% | −6−1.9% | Reduced |
| Salomon & Ludwin, LLC | 305 | $253.3K | 0.03% | 00.0% | Unchanged |