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 |
|---|---|---|---|---|---|
| Private Portfolio Partners LLC | 463 | $384.8K | 0.10% | −33−6.7% | Reduced |
| United Community Bank | 465 | $386.2K | 0.19% | −190−29.0% | Reduced |
| David Loasby | 470 | $387.2K | 0.04% | +52+12.4% | Added |
| Financial Sense Advisors, Inc. | 467 | $387.9K | 0.17% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 467 | $387.9K | 0.42% | +1+0.2% | Added |
| Koss-Olinger Consulting, LLC | 469 | $389.0K | 0.06% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 469 | $389.5K | 0.27% | +49+11.7% | Added |
| Affinity Wealth Management LLC | 470 | $390.4K | 0.09% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 470 | $390.4K | 0.13% | +470 | New |
| Resurgent Financial Advisors LLC | 473 | $392.9K | 0.27% | +16+3.5% | Added |
| Howland Capital Management LLC | 476 | $395.4K | 0.02% | −25−5.0% | Reduced |
| Ambassador Advisors, LLC | 419 | $396.8K | 0.10% | −20−4.6% | Reduced |
| Kolinsky Wealth Management, LLC | 479 | $397.8K | 0.39% | +18+3.9% | Added |
| Marino, Stram & Associates LLC | 480 | $398.7K | 0.12% | +20+4.3% | Added |
| AdvisorShares Investments LLC | 484 | $402.0K | 0.11% | +484 | New |
| Enterprise Bank & Trust Co | 485 | $402.8K | 0.17% | +9+1.9% | Added |
| Allegheny Financial Group LTD | 486 | $403.4K | 0.15% | +19+4.1% | Added |
| L.M. Kohn & Company | 487 | $404.7K | 0.15% | +3+0.6% | Added |
| Legacy Advisors, LLC | 488 | $405.3K | 0.07% | +93+23.5% | Added |
| Waddell & Associates, LLC | 489 | $406.2K | 0.06% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 491 | $407.6K | 0.29% | +4+0.8% | Added |
| Douglass Winthrop Advisors, LLC | 491 | $407.8K | 0.01% | +14+2.9% | Added |
| FOCUS Wealth Advisors, LLC | 492 | $408.6K | 0.28% | +106+27.5% | Added |
| Pensionmark Financial Group, LLC | 494 | $410.6K | 0.08% | +40+8.8% | Added |
| Outlook Wealth Advisors, LLC | 495 | $411.4K | 0.16% | +66+15.4% | Added |
| TBH Global Asset Management, LLC | 496 | $412.1K | 0.08% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 496 | $412.1K | 0.35% | −17−3.3% | Reduced |
| Berkshire Bank | 497 | $412.8K | 0.12% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 498 | $413.4K | 0.12% | +52+11.7% | Added |
| Silicon Valley Capital Partners | 499 | $414.9K | 0.08% | +2+0.4% | Added |
| Pictet North America Advisors SA | 500 | $415.3K | 0.06% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 502 | $417.0K | 0.23% | −56−10.0% | Reduced |
| Sovereign Financial Group, Inc. | 502 | $417.0K | 0.15% | +1+0.2% | Added |
| Excalibur Management Corp | 502 | $417.0K | 0.22% | +5+1.0% | Added |
| Berkeley Capital Partners, LLC | 502 | $417.0K | 0.15% | −15−2.9% | Reduced |
| LPWM LLC | 500 | $417.5K | 0.19% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 504 | $418.6K | 0.38% | −20−3.8% | Reduced |
| USA Financial Portformulas Corp | 506 | $420.3K | 0.63% | −548−52.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 506 | $421.0K | 0.01% | −1,788−77.9% | Reduced |
| Fulcrum Equity Management | 509 | $422.8K | 0.50% | +509 | New |
| Capital Advisors, Ltd. LLC | 510 | $424.0K | 0.06% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 513 | $426.1K | 0.04% | 00.0% | Unchanged |
| Univest Financial Corp | 514 | $426.9K | 0.14% | 00.0% | Unchanged |
| Heritage Trust Co | 515 | $427.7K | 0.07% | −3,561−87.4% | Reduced |
| Foundry Partners, LLC | 515 | $427.7K | 0.03% | +515 | New |
| BluePath Capital Management, LLC | 518 | $430.6K | 0.40% | +518 | New |
| Beacon Financial Group | 467 | $431.0K | 0.06% | +467 | New |
| TRUE Private Wealth Advisors | 520 | $432.1K | 0.06% | +37+7.7% | Added |
| Rosenberg Matthew Hamilton | 521 | $432.7K | 0.14% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 523 | $434.0K | 0.28% | −5−0.9% | Reduced |
| Atticus Wealth Management, LLC | 523 | $434.3K | 0.17% | −59−10.1% | Reduced |
| Corundum Group, Inc. | 523 | $434.4K | 0.25% | −9−1.7% | Reduced |
| Kensington Investment Counsel, LLC | 523 | $434.4K | 0.27% | +23+4.6% | Added |
| WealthPLAN Partners, LLC | 523 | $434.5K | 0.05% | +133+34.1% | Added |
| KMG Fiduciary Partners, LLC | 524 | $435.2K | 0.06% | 00.0% | Unchanged |
| Seven Mile Advisory | 526 | $436.9K | 0.46% | +7+1.3% | Added |
| ORG Partners LLC | 525 | $437.2K | 0.13% | +241+84.9% | Added |
| Samalin Investment Counsel, LLC | 529 | $439.8K | 0.25% | −3−0.6% | Reduced |
| Trail Ridge Investment Advisors, LLC | 530 | $440.2K | 0.30% | −17−3.1% | Reduced |
| Revolve Wealth Partners, LLC | 530 | $440.3K | 0.10% | +3+0.6% | Added |
| Ratio Wealth Group | 532 | $441.9K | 0.11% | +532 | New |
| Relative Value Partners Group, LLC | 537 | $446.0K | 0.03% | +537 | New |
| Sage Private Wealth Group, LLC | 541 | $449.6K | 0.62% | +1+0.2% | Added |
| AllSquare Wealth Management LLC | 543 | $451.0K | 0.29% | −2−0.4% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 543 | $451.3K | 0.36% | −49−8.3% | Reduced |
| Silver Oak Securities, Inc | 545 | $452.7K | 0.10% | −299−35.4% | Reduced |
| Investors Asset Management of Georgia Inc | 546 | $452.9K | 0.25% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 547 | $454.3K | 0.10% | −12−2.1% | Reduced |
| Prentice Wealth Management LLC | 547 | $454.3K | 0.21% | +5+0.9% | Added |
| Sargent Investment Group, LLC | 548 | $455.2K | 0.11% | −5−0.9% | Reduced |
| Greenwood Gearhart Inc | 549 | $456.0K | 0.05% | +11+2.0% | Added |
| Athena Investment Management | 549 | $456.0K | 0.33% | +40+7.9% | Added |
| Per Stirling Capital Management, LLC. | 549 | $456.3K | 0.09% | +30+5.8% | Added |
| Truepoint, Inc. | 550 | $456.8K | 0.01% | +550 | New |
| Sandy Cove Advisors, LLC | 552 | $458.7K | 0.27% | −48−8.0% | Reduced |
| Morris Retirement Advisors, LLC | 553 | $459.3K | 0.33% | +82+17.4% | Added |
| Thrive Wealth Management, LLC | 553 | $459.3K | 0.12% | +9+1.7% | Added |
| Indie Asset Partners, LLC | 553 | $459.6K | 0.46% | 00.0% | Unchanged |
| Asset Management Resources, LLC | 555 | $461.3K | 0.29% | −2−0.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 556 | $462.1K | 0.17% | +556 | New |
| Liberty Wealth Management LLC | 560 | $465.0K | 0.12% | −1,027−64.7% | Reduced |
| Gs Investments, Inc. | 560 | $465.1K | 0.27% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 563 | $467.5K | 0.24% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 563 | $468.4K | 0.06% | −48−7.9% | Reduced |
| Wealth Effects LLC | 565 | $469.6K | 0.23% | +65+13.0% | Added |
| Horan Securities, Inc. | 566 | $470.2K | 0.25% | −222−28.2% | Reduced |
| Silvant Capital Management LLC | 567 | $470.9K | 0.03% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 568 | $471.8K | 0.06% | −3,175−84.8% | Reduced |
| Paladin Advisory Group, LLC | 568 | $471.8K | 0.40% | 00.0% | Unchanged |
| Centric Wealth Management | 570 | $473.5K | 0.20% | 00.0% | Unchanged |
| Tobam | 571 | $474.0K | 0.04% | +247+76.2% | Added |
| Courier Capital LLC | 571 | $474.3K | 0.04% | −373−39.5% | Reduced |
| Safeguard Investment Advisory Group, LLC | 572 | $475.1K | 0.21% | −123−17.7% | Reduced |
| Talisman Wealth Advisors LLC | 574 | $476.8K | 0.83% | −25−4.2% | Reduced |
| Guild Investment Management, Inc. | 574 | $477.1K | 0.80% | 00.0% | Unchanged |
| Barr E S & Co | 575 | $477.6K | 0.03% | +207+56.3% | Added |
| Bell Bank | 575 | $477.6K | 0.05% | +93+19.3% | Added |
| Colonial Trust Co | 580 | $481.5K | 0.12% | +51+9.6% | Added |
| McGlone Suttner Wealth Management, Inc. | 576 | $481.8K | 0.11% | +21+3.8% | Added |
| Silvia McColl Wealth Management, LLC | 582 | $483.4K | 0.48% | −11−1.9% | Reduced |