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 |
|---|---|---|---|---|---|
| Hollow Brook Wealth Management LLC | 582 | $483.4K | 0.20% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 586 | $486.7K | 0.13% | 00.0% | Unchanged |
| Davidson Trust Co | 586 | $486.7K | 0.36% | +42+7.7% | Added |
| SPC Financial, Inc. | 586 | $486.7K | 0.05% | +95+19.3% | Added |
| Wakefield Asset Management LLLP | 589 | $489.2K | 0.22% | −4−0.7% | Reduced |
| Strait & Sound Wealth Management LLC | 589 | $489.2K | 0.42% | +589 | New |
| Journey Strategic Wealth LLC | 589 | $489.3K | 0.02% | −342−36.7% | Reduced |
| Legacy Capital Wealth Partners, LLC | 592 | $492.1K | 0.14% | +592 | New |
| BetterWealth, LLC | 593 | $492.2K | 0.20% | 00.0% | Unchanged |
| Charter Trust Co | 593 | $492.5K | 0.04% | −32−5.1% | Reduced |
| 1620 Investment Advisors, Inc. | 595 | $494.2K | 0.57% | −6−1.0% | Reduced |
| Cascade Investment Group, Inc. | 599 | $497.6K | 0.47% | +11+1.9% | Added |
| First Heartland Consultants, Inc. | 601 | $499.0K | 0.06% | −51−7.8% | Reduced |
| IMS Capital Management | 605 | $502.5K | 0.30% | +12+2.0% | Added |
| Ethos Financial Group, LLC | 606 | $503.3K | 0.13% | +15+2.5% | Added |
| Guidance Point Advisors, LLC | 607 | $503.9K | 0.21% | +19+3.2% | Added |
| SevenBridge Financial Group, LLC | 610 | $506.7K | 0.13% | +8+1.3% | Added |
| Delta Financial Group, Inc. | 612 | $508.0K | 0.18% | +612 | New |
| Spouting Rock Asset Management, LLC | 612 | $508.3K | 0.16% | +336+121.7% | Added |
| Lifestyle Asset Management, Inc. | 617 | $512.5K | 0.31% | +242+64.5% | Added |
| F/M Investments LLC | 621 | $515.8K | 0.38% | +15+2.5% | Added |
| Sandy Spring Bank | 621 | $515.8K | 0.03% | +29+4.9% | Added |
| Parisi Gray Wealth Management | 622 | $516.9K | 0.23% | +622 | New |
| Mill Creek Capital Advisors, LLC | 623 | $517.5K | 0.02% | −219−26.0% | Reduced |
| Waypoint Capital Advisors, LLC | 625 | $519.1K | 0.17% | +23+3.8% | Added |
| C2C Wealth Management, LLC | 628 | $519.4K | 0.07% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 626 | $519.9K | 0.13% | −1,484−70.3% | Reduced |
| BKD Wealth Advisors, LLC | 626 | $519.9K | 0.02% | −105−14.4% | Reduced |
| Sabal Trust CO | 630 | $523.3K | 0.03% | +129+25.7% | Added |
| Peoples Bank | 631 | $524.1K | 0.34% | −118−15.8% | Reduced |
| Horizon Family Wealth, Inc. | 632 | $524.6K | 0.51% | +40+6.8% | Added |
| Cornerstone Wealth Management, LLC | 635 | $527.9K | 0.05% | +87+15.9% | Added |
| Keystone Financial Group | 637 | $528.7K | 0.09% | +34+5.6% | Added |
| Douglas Lane & Associates, LLC | 639 | $530.4K | 0.01% | +9+1.4% | Added |
| Valmark Advisers, Inc. | 640 | $531.6K | 0.01% | +59+10.2% | Added |
| Kades & Cheifetz LLC | 640 | $531.7K | 0.42% | +11+1.7% | Added |
| Aft, Forsyth & Company, Inc. | 642 | $533.2K | 0.39% | +105+19.6% | Added |
| Callan Capital, LLC | 647 | $537.3K | 0.06% | +169+35.4% | Added |
| Tiemann Investment Advisors, LLC | 647 | $537.4K | 0.29% | −3−0.5% | Reduced |
| Keudell/Morrison Wealth Management | 648 | $538.2K | 0.16% | −43−6.2% | Reduced |
| Inlet Private Wealth, LLC | 649 | $539.0K | 0.18% | −432−40.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 651 | $540.7K | 0.06% | +28+4.5% | Added |
| Formidable Asset Management, LLC | 652 | $541.2K | 0.12% | +34+5.5% | Added |
| Fairhaven Wealth Management, LLC | 653 | $542.4K | 0.22% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 653 | $542.4K | 0.27% | +159+32.2% | Added |
| Sage Rhino Capital LLC | 654 | $542.8K | 0.15% | −8−1.2% | Reduced |
| Ssi Investment Management LLC | 655 | $544.0K | 0.04% | −5−0.8% | Reduced |
| Live Oak Investment Partners | – | $546.5K | 0.47% | – | – |
| Financial Management Professionals, Inc. | 661 | $549.0K | 0.10% | −3−0.5% | Reduced |
| Webster Bank, N. A. | 662 | $549.8K | 0.07% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 664 | $551.5K | 0.04% | −17−2.5% | Reduced |
| Zullo Investment Group, Inc. | 664 | $551.7K | 0.32% | +5+0.8% | Added |
| Malaga Cove Capital, LLC | 666 | $553.2K | 0.26% | −18−2.6% | Reduced |
| Alera Investment Advisors, LLC | 670 | $556.6K | 0.09% | −30−4.3% | Reduced |
| Elevatus Welath Management | 671 | $557.3K | 0.50% | +45+7.2% | Added |
| Monticello Wealth Management, LLC | 672 | $558.0K | 0.06% | +367+120.3% | Added |
| Parallax Volatility Advisers, L.P. | 674 | $559.8K | 0.02% | +674 | New |
| Transatlantique Private Wealth LLC | 675 | $560.6K | 0.30% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 677 | $562.6K | 0.22% | −137−16.8% | Reduced |
| Advisor OS, LLC | 678 | $563.0K | 0.08% | −768−53.1% | Reduced |
| Baldwin Brothers Inc | 682 | $566.5K | 0.05% | −56−7.6% | Reduced |
| Sara-Bay Financial | 682 | $566.5K | 0.29% | −21−3.0% | Reduced |
| Blodgett Wealth Advisors, LLC | 685 | $568.9K | 0.63% | +685 | New |
| WSFS Capital Management, LLC | 686 | $569.8K | 0.04% | +411+149.5% | Added |
| LexAurum Advisors, LLC | 687 | $570.6K | 0.17% | +32+4.9% | Added |
| Oxford Financial Group Ltd | 691 | $573.9K | 0.05% | −325−32.0% | Reduced |
| Accel Wealth Management | 691 | $573.9K | 0.32% | +159+29.9% | Added |
| Stiles Financial Services Inc | 692 | $574.4K | 0.30% | 00.0% | Unchanged |
| World Equity Group, Inc. | 693 | $575.6K | 0.12% | +75+12.1% | Added |
| Capula Management Ltd | 693 | $575.6K | 0.04% | +693 | New |
| Dearborn Partners LLC | 697 | $578.9K | 0.02% | +340+95.2% | Added |
| Gallacher Capital Management LLC | 697 | $579.0K | 0.36% | +312+81.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 698 | $579.7K | 0.31% | +698 | New |
| Fortitude Advisory Group L.L.C. | 701 | $582.2K | 0.39% | +137+24.3% | Added |
| Delta Financial Advisors LLC | 703 | $583.7K | 0.26% | −23−3.2% | Reduced |
| Aurora Private Wealth, Inc. | 709 | $589.0K | 0.65% | +31+4.6% | Added |
| CSS LLC | 710 | $589.7K | 0.05% | +360+102.9% | Added |
| Source Financial Advisors LLC | 714 | $593.4K | 0.20% | +3+0.4% | Added |
| Wedge Capital Management L L P | 715 | $593.9K | 0.01% | +6+0.8% | Added |
| Circle Wealth Management, LLC | 715 | $593.9K | 0.01% | +335+88.2% | Added |
| Atlas Capital Advisors LLC | 720 | $598.0K | 0.10% | −8−1.1% | Reduced |
| TIG Advisors, LLC | 721 | $598.8K | 0.03% | −24,117−97.1% | Reduced |
| Kowal Investment Group, LLC | 722 | $599.5K | 0.16% | +10+1.4% | Added |
| Autumn Glory Partners, LLC | 724 | $601.3K | 0.37% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 725 | $602.2K | 0.42% | −28−3.7% | Reduced |
| Sather Financial Group Inc | 726 | $603.0K | 0.05% | +29+4.2% | Added |
| NJ State Employees Deferred Compensation Plan | 727 | $603.8K | 0.09% | 00.0% | Unchanged |
| West Family Investments, Inc. | 729 | $605.5K | 0.21% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 729 | $605.5K | 0.04% | −5−0.7% | Reduced |
| Renasant Bank | 730 | $606.3K | 0.51% | −65−8.2% | Reduced |
| Woodward Diversified Capital, LLC | 730 | $606.3K | 0.44% | +46+6.7% | Added |
| Provident Investment Management, Inc. | 731 | $607.2K | 0.07% | 00.0% | Unchanged |
| Ninepoint Partners LP | 732 | $608.0K | 0.06% | −309−29.7% | Reduced |
| Gould Asset Management LLC | 733 | $608.8K | 0.17% | +2+0.3% | Added |
| Holistic Financial Partners | 735 | $610.5K | 0.41% | +42+6.1% | Added |
| Clare Market Investments LLC | 735 | $610.6K | 0.24% | −10−1.3% | Reduced |
| Jacobsen Capital Management | 737 | $612.1K | 0.33% | −22−2.9% | Reduced |
| Tranquility Partners, LLC | 740 | $614.6K | 0.26% | +91+14.0% | Added |
| Capital Wealth Planning, LLC | 741 | $615.5K | 0.01% | +741 | New |
| Berger Financial Group, Inc | 742 | $616.0K | 0.07% | +39+5.5% | Added |