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; 4,854 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 | 4,854 | $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 |
|---|---|---|---|---|---|
| DT Investment Partners, LLC | 374 | $310.6K | 0.04% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 374 | $310.8K | 0.14% | +33+9.7% | Added |
| Fiduciary Alliance LLC | 375 | $311.6K | 0.07% | +156+71.2% | Added |
| Key Client Fiduciary Advisors, LLC | 376 | $312.5K | 0.19% | +1+0.3% | Added |
| Elgethun Capital Management | 375 | $312.6K | 0.09% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 376 | $312.6K | 0.08% | +4+1.1% | Added |
| Idaho Trust Bank | 377 | $313.1K | 0.20% | +377 | New |
| Rock Creek Group, LP | 377 | $313.1K | 0.04% | −145−27.8% | Reduced |
| Means Investment Co., Inc. | 377 | $313.4K | 0.05% | +109+40.7% | Added |
| Beacon Financial Advisory LLC | 378 | $313.7K | 0.17% | +8+2.2% | Added |
| DHJJ Financial Advisors, Ltd. | 379 | $314.8K | 0.16% | −7−1.8% | Reduced |
| McGuire Investment Group, LLC | 379 | $314.8K | 0.06% | 00.0% | Unchanged |
| Security Financial Services, INC. | 380 | $315.6K | 0.09% | +14+3.8% | Added |
| Flow Traders U.S. LLC | 381 | $316.0K | 0.01% | +381 | New |
| Wayfinding Financial, LLC | 381 | $318.0K | 0.24% | +23+6.4% | Added |
| Alpha DNA Investment Management LLC | 384 | $318.9K | 0.20% | +120+45.5% | Added |
| Peak Planning Group, LLC | 384 | $319.0K | 0.25% | −10−2.5% | Reduced |
| Fort, L.P. | 385 | $319.8K | 0.88% | −33−7.9% | Reduced |
| Nichols & Pratt Advisers LLP | 385 | $319.8K | 0.02% | +15+4.1% | Added |
| Redwood Financial Network Corp | 386 | $320.7K | 0.34% | +16+4.3% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 387 | $321.4K | 0.04% | +92+31.2% | Added |
| Humankind Investments LLC | 388 | $322.3K | 0.13% | −81−17.3% | Reduced |
| Insight Folios Inc | 389 | $323.1K | 0.16% | −4−1.0% | Reduced |
| Sigma Investment Counselors Inc | 390 | $323.9K | 0.02% | +24+6.6% | Added |
| Congress Park Capital LLC | 394 | $327.2K | 0.19% | −662−62.7% | Reduced |
| Nixon Peabody Trust Co | 394 | $327.2K | 0.27% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 394 | $327.2K | 0.05% | +16+4.2% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 395 | $328.3K | 0.18% | +69+21.2% | Added |
| Aveo Capital Partners, LLC | 396 | $329.1K | 0.04% | +20+5.3% | Added |
| Deuterium Capital Management, LLC | 395 | $329.8K | 0.79% | −573−59.2% | Reduced |
| Auxano Advisors, LLC | 399 | $331.3K | 0.14% | +48+13.7% | Added |
| Clarity Financial LLC | 399 | $331.4K | 0.06% | +121+43.5% | Added |
| O'Brien Greene & Co. Inc | 400 | $332.2K | 0.12% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 400 | $332.2K | 0.03% | +236+143.9% | Added |
| Clear Creek Financial Management, LLC | 400 | $332.2K | 0.06% | −20−4.8% | Reduced |
| Fermata Advisors, LLC | 399 | $333.1K | 0.09% | +399 | New |
| White Knight Strategic Wealth Advisors, LLC | 401 | $333.1K | 0.44% | −30−7.0% | Reduced |
| Saranac Partners Ltd | 402 | $333.9K | 0.19% | −50−11.1% | Reduced |
| Smith Shellnut Wilson LLC | 404 | $335.6K | 0.21% | 00.0% | Unchanged |
| Red Wave Investments LLC | 404 | $335.6K | 0.14% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 405 | $336.1K | 0.09% | +234+136.8% | Added |
| Laird Norton Trust Company, LLC | 407 | $338.0K | 0.04% | −45−10.0% | Reduced |
| Paragon Private Wealth Management, LLC | 408 | $338.9K | 0.28% | +31+8.2% | Added |
| WBH Advisory Inc | 412 | $342.1K | 0.04% | +12+3.0% | Added |
| Mach-1 Financial Group, Inc. | 413 | $343.0K | 0.14% | +169+69.3% | Added |
| JGP Wealth Management, LLC | 415 | $344.9K | 0.06% | +1+0.2% | Added |
| Darwin Advisors, LLC | 415 | $344.9K | 0.09% | +9+2.2% | Added |
| LaSalle St. Investment Advisors, LLC | 415 | $345.0K | 0.17% | +16+4.0% | Added |
| Kathmere Capital Management, LLC | 416 | $345.5K | 0.05% | +104+33.3% | Added |
| Blueshift Asset Management, LLC | 416 | $345.5K | 0.20% | +122+41.5% | Added |
| Fort Sheridan Advisors LLC | 416 | $345.5K | 0.08% | +146+54.1% | Added |
| Country Trust Bank | 417 | $346.4K | 0.01% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 418 | $347.2K | 0.15% | +4+1.0% | Added |
| J. L. Bainbridge & Co., Inc. | 418 | $347.2K | 0.05% | +12+3.0% | Added |
| Sandler Capital Management | 419 | $348.0K | 0.06% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 419 | $348.0K | 0.10% | +419 | New |
| MKT Advisors LLC | 417 | $348.2K | 0.26% | −4−1.0% | Reduced |
| Hussman Strategic Advisors, Inc. | 420 | $348.8K | 0.07% | −820−66.1% | Reduced |
| Roundview Capital LLC | 420 | $348.8K | 0.04% | +2+0.5% | Added |
| Hamilton Wealth, LLC | 420 | $349.0K | 0.13% | +4+1.0% | Added |
| Vista Wealth Management Group, LLC | 421 | $349.7K | 0.03% | +97+29.9% | Added |
| Intergy Private Wealth, LLC | 422 | $350.5K | 0.18% | −25−5.6% | Reduced |
| RW Investment Management LLC | 422 | $350.5K | 0.06% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 423 | $351.3K | 0.16% | +81+23.7% | Added |
| Grant/GrossMendelsohn, LLC | 423 | $351.6K | 0.15% | 00.0% | Unchanged |
| NinePointTwo Capital | 426 | $353.0K | 0.14% | 00.0% | Unchanged |
| First Affirmative Financial Network | 426 | $353.8K | 0.35% | +52+13.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 426 | $354.5K | 0.00% | −396−48.2% | Reduced |
| First National Bank of Omaha | 428 | $355.5K | 0.02% | −32−7.0% | Reduced |
| Bangor Savings Bank | 428 | $355.5K | 0.04% | +34+8.6% | Added |
| Washington Trust Bank | 429 | $356.3K | 0.04% | +66+18.2% | Added |
| Capstone Triton Financial Group, LLC | 430 | $357.1K | 0.26% | +158+58.1% | Added |
| Carmel Capital Partners, LLC | 430 | $357.1K | 0.16% | +187+77.0% | Added |
| Tandem Wealth Advisors LLC | 431 | $358.0K | 0.22% | −4−0.9% | Reduced |
| Opal Wealth Advisors, LLC | 435 | $360.9K | 0.21% | +10+2.4% | Added |
| Ipswich Investment Management Co., Inc. | 435 | $361.3K | 0.10% | −1−0.2% | Reduced |
| Telos Capital Management, Inc. | 436 | $362.1K | 0.05% | +7+1.6% | Added |
| Fulcrum Capital LLC | 437 | $363.0K | 0.11% | −19−4.2% | Reduced |
| MSH Capital Advisors LLC | 438 | $363.6K | 0.14% | −19−4.2% | Reduced |
| Hofer & Associates. Inc | 438 | $363.8K | 0.37% | −8−1.8% | Reduced |
| Catalyst Private Wealth, LLC | 440 | $365.5K | 0.22% | −334−43.2% | Reduced |
| Kure Advisory, LLC | 440 | $365.5K | 0.21% | +440 | New |
| American Trust | 441 | $366.3K | 0.03% | −74−14.4% | Reduced |
| CWM Advisors, LLC | 441 | $366.3K | 0.05% | −690−61.0% | Reduced |
| Brooks, Moore & Associates, Inc. | 442 | $367.0K | 0.28% | +22+5.2% | Added |
| New Republic Capital, LLC | 442 | $367.5K | 0.30% | +28+6.8% | Added |
| Warren Street Wealth Advisors, LLC | 443 | $367.9K | 0.24% | +48+12.2% | Added |
| Soltis Investment Advisors LLC | 443 | $368.3K | 0.05% | −3,155−87.7% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 445 | $369.6K | 0.21% | −20−4.3% | Reduced |
| One + One Wealth Management, LLC | 450 | $373.8K | 0.24% | −32−6.6% | Reduced |
| Belmont Capital, LLC | 451 | $374.2K | 0.20% | +411+1,027.5% | Added |
| Goldstone Financial Group, LLC | 454 | $377.1K | 0.11% | −36−7.3% | Reduced |
| Verity Asset Management, Inc. | 454 | $377.1K | 0.28% | −30−6.2% | Reduced |
| Selway Asset Management | 455 | $377.9K | 0.17% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 456 | $378.7K | 0.09% | −50−9.9% | Reduced |
| Asset Allocation & Management Company, LLC | 457 | $380.0K | 0.23% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 458 | $380.3K | 0.26% | 00.0% | Unchanged |
| PFW Advisors LLC | 459 | $381.2K | 0.13% | 00.0% | Unchanged |
| VeraBank, N.A. | 462 | $383.7K | 0.15% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 463 | $384.6K | 0.43% | 00.0% | Unchanged |