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 |
|---|---|---|---|---|---|
| Oak Hill Wealth Advisors, LLC | 305 | $253.3K | 0.10% | +15+5.2% | Added |
| WESPAC Advisors, LLC | 306 | $254.2K | 0.19% | −34−10.0% | Reduced |
| Bridgefront Capital, LLC | 306 | $254.2K | 0.18% | +306 | New |
| Old Mission Investment Co LLC | 306 | $254.4K | 0.10% | +24+8.5% | Added |
| Trivant Custom Portfolio Group, LLC | 307 | $255.0K | 0.19% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 307 | $255.0K | 0.14% | +16+5.5% | Added |
| Catalyst Capital Advisors LLC | 308 | $255.8K | 0.01% | +78+33.9% | Added |
| Inspire Advisors, LLC | 309 | $256.6K | 0.05% | +21+7.3% | Added |
| Plancorp, LLC | 309 | $256.6K | 0.01% | +65+26.6% | Added |
| Private Wealth Partners, LLC | 309 | $257.0K | 0.02% | 00.0% | Unchanged |
| General Partner, Inc. | 312 | $258.1K | 0.23% | 00.0% | Unchanged |
| Blue Investment Partners LLC | 311 | $258.3K | 0.21% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 306 | $258.5K | 0.09% | +14+4.8% | Added |
| Kerntke Otto McGlone Wealth Management Group | 311 | $258.7K | 0.27% | −7−2.2% | Reduced |
| Concorde Asset Management, LLC | 312 | $259.0K | 0.23% | +312 | New |
| Buckingham Strategic Partners | 311 | $259.0K | 0.01% | −3−1.0% | Reduced |
| Jackson Thornton Asset Management, LLC | 312 | $259.1K | 0.05% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 312 | $259.1K | 0.05% | +37+13.5% | Added |
| Executive Wealth Management, LLC | 312 | $259.4K | 0.03% | −10−3.1% | Reduced |
| Alliance Wealth Advisors, LLC | 314 | $260.8K | 0.19% | +5+1.6% | Added |
| Werba Rubin Papier Wealth Management | 314 | $260.8K | 0.09% | +14+4.7% | Added |
| Foster Group, Inc. | 315 | $261.5K | 0.02% | +17+5.7% | Added |
| Northstar Asset Management LLC | 315 | $261.6K | 0.08% | +80+34.0% | Added |
| Sym Financial Corp | 315 | $261.6K | 0.05% | +315 | New |
| Missouri Trust & Investment Co | 319 | $265.0K | 0.12% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 320 | $265.8K | 0.25% | 00.0% | Unchanged |
| Archetype Wealth Partners | 323 | $268.0K | 0.05% | +47+17.0% | Added |
| Interchange Capital Partners, LLC | 323 | $268.9K | 0.21% | +63+24.2% | Added |
| Gabelli & Co Investment Advisers, Inc. | 325 | $269.9K | 0.04% | −50−13.3% | Reduced |
| Pure Financial Advisors, Inc. | 325 | $269.9K | 0.01% | −1−0.3% | Reduced |
| LJI Wealth Management, LLC | 325 | $269.9K | 0.08% | +39+13.6% | Added |
| Security National Bank of So Dak | 326 | $270.8K | 0.20% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 329 | $273.3K | 0.06% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 330 | $273.8K | 0.12% | +330 | New |
| Machina Capital S.A.S. | 330 | $274.1K | 0.15% | −200−37.7% | Reduced |
| Strategic Wealth Designers | 330 | $274.1K | 0.05% | −79−19.3% | Reduced |
| Mraz, Amerine & Associates, Inc. | 330 | $274.1K | 0.06% | 00.0% | Unchanged |
| State of Wyoming | 330 | $274.1K | 0.06% | +245+288.2% | Added |
| Options Solutions, LLC | 330 | $274.3K | 0.31% | +2+0.6% | Added |
| Kohmann Bosshard Financial Services, LLC | 331 | $274.8K | 0.05% | +56+20.4% | Added |
| First Western Trust Bank | 331 | $274.9K | 0.01% | −34−9.3% | Reduced |
| Bellecapital International Ltd. | 331 | $274.9K | 0.07% | +9+2.8% | Added |
| Financial Advisory Corp | 332 | $276.0K | 0.13% | −46−12.2% | Reduced |
| Parkside Investments, LLC | 334 | $277.1K | 0.05% | +2+0.6% | Added |
| Amussen Hunsaker Associates LLC | 334 | $277.9K | 0.06% | −64−16.1% | Reduced |
| Family Management Corp | 335 | $278.2K | 0.06% | −135−28.7% | Reduced |
| American Money Management, LLC | 335 | $278.3K | 0.07% | +4+1.2% | Added |
| Trifecta Capital Advisors, LLC | 335 | $278.4K | 0.09% | +53+18.8% | Added |
| Ewa, LLC | 295 | $279.3K | 0.18% | +17+6.1% | Added |
| Campion Asset Management LLC | 337 | $279.9K | 0.26% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 337 | $279.9K | 0.07% | +50+17.4% | Added |
| OneAscent Wealth Management LLC | 337 | $280.0K | 0.12% | +337 | New |
| Weatherly Asset Management L. P. | 339 | $281.5K | 0.03% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 340 | $282.2K | 0.13% | +12+3.7% | Added |
| Invictus Private Wealth, LLC | 340 | $282.4K | 0.03% | −23−6.3% | Reduced |
| PRW Wealth Management LLC | 338 | $284.3K | 0.11% | −11−3.2% | Reduced |
| Walkner Condon Financial Advisors LLC | 343 | $284.9K | 0.08% | +25+7.9% | Added |
| TNF LLC | 328 | $285.0K | 0.13% | −121−26.9% | Reduced |
| J.Safra Asset Management Corp | 345 | $286.6K | 0.04% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 345 | $286.6K | 0.04% | +15+4.5% | Added |
| Walled Lake Planning & Wealth Management, LLC | 346 | $287.2K | 0.14% | 00.0% | Unchanged |
| Headinvest, LLC | 344 | $287.2K | 0.06% | +46+15.4% | Added |
| Weaver Consulting Group | 346 | $287.4K | 0.13% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 346 | $287.4K | 0.09% | +346 | New |
| San Luis Wealth Advisors LLC | 346 | $288.0K | 0.14% | +346 | New |
| Ellenbecker Investment Group | 348 | $289.0K | 0.07% | +348 | New |
| O'Dell Group, LLC | 348 | $289.0K | 0.09% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 348 | $289.0K | 0.06% | +30+9.4% | Added |
| Roberts Wealth Advisors, LLC | 321 | $289.7K | 0.13% | +5+1.6% | Added |
| Dover Advisors, LLC | 349 | $289.9K | 0.29% | +5+1.5% | Added |
| Canvas Wealth Advisors, LLC | 341 | $290.7K | 0.12% | −61−15.2% | Reduced |
| Aletheian Wealth Advisors LLC | 351 | $291.5K | 0.22% | −1−0.3% | Reduced |
| Baystate Wealth Management LLC | 351 | $291.8K | 0.02% | +31+9.7% | Added |
| Charles Schwab Investment Advisory, Inc. | 351 | $291.8K | 0.00% | +31+9.7% | Added |
| First American Trust, FSB | 353 | $293.2K | 0.04% | +24+7.3% | Added |
| Tevis Investment Management | 353 | $293.2K | 0.30% | +353 | New |
| Atwood & Palmer Inc | 355 | $294.9K | 0.03% | −25−6.6% | Reduced |
| Clarity Wealth Advisors, LLC | 355 | $294.9K | 0.13% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 355 | $294.9K | 0.15% | +1+0.3% | Added |
| Cottonwood Capital Advisors, LLC | 356 | $295.4K | 0.28% | +52+17.1% | Added |
| Acropolis Investment Management, LLC | 356 | $295.7K | 0.02% | +356 | New |
| United Bank | 356 | $295.7K | 0.04% | −12−3.3% | Reduced |
| Integrated Investment Consultants, LLC | 357 | $296.5K | 0.11% | −185−34.1% | Reduced |
| Roman Butler Fullerton & Co | 325 | $297.2K | 0.14% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 358 | $297.3K | 0.04% | +358 | New |
| Waters Parkerson & Co., LLC | 359 | $298.0K | 0.02% | +75+26.4% | Added |
| Wealthstream Advisors, Inc. | 362 | $300.7K | 0.16% | +8+2.3% | Added |
| Barings LLC | 363 | $301.5K | 0.01% | −161−30.7% | Reduced |
| Wealth Dimensions Group, Ltd. | 363 | $301.5K | 0.11% | −31−7.9% | Reduced |
| Atlas Private Wealth Advisors | 364 | $302.3K | 0.06% | +2+0.6% | Added |
| WealthBridge Capital Management, LLC | 364 | $302.5K | 0.12% | −575−61.2% | Reduced |
| Fortress Wealth Group, LLC | 372 | $303.1K | 0.20% | +73+24.4% | Added |
| Texas Yale Capital Corp. | 365 | $303.2K | 0.01% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 365 | $303.2K | 0.14% | 00.0% | Unchanged |
| Clarus Group, Inc. | 367 | $304.5K | 0.22% | −34−8.5% | Reduced |
| Finer Wealth Management, Inc. | 368 | $305.7K | 0.24% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 369 | $306.2K | 0.10% | −81−18.0% | Reduced |
| IPG Investment Advisors LLC | 369 | $306.5K | 0.07% | +369 | New |
| MainStreet Investment Advisors LLC | 372 | $309.0K | 0.04% | −8−2.1% | Reduced |
| Smith Anglin Financial, LLC | 374 | $310.5K | 0.04% | −1−0.3% | Reduced |