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 |
|---|---|---|---|---|---|
| AlphaStar Capital Management, LLC | 742 | $616.3K | 0.08% | +742 | New |
| Capital Market Strategies LLC | 756 | $616.5K | 0.61% | +1+0.1% | Added |
| Fiduciary Group LLC | 743 | $617.1K | 0.08% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 743 | $617.2K | 0.08% | +446+150.2% | Added |
| Farther Finance Advisors, LLC | 748 | $621.2K | 0.10% | +119+18.9% | Added |
| Lester Murray Antman dba SimplyRich | 752 | $624.0K | 0.30% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 756 | $627.9K | 0.01% | +367+94.3% | Added |
| Flow State Investments, L.P. | 756 | $627.9K | 0.23% | +756 | New |
| Quad-Cities Investment Group, LLC | 758 | $629.6K | 0.42% | +2+0.3% | Added |
| ICA Group Wealth Management, LLC | 759 | $630.2K | 0.18% | +44+6.2% | Added |
| TFB Advisors LLC | 760 | $631.2K | 0.77% | +270+55.1% | Added |
| Bank Ozk | 765 | $635.4K | 0.35% | +60+8.5% | Added |
| Cornerstone Advisory, LLC | 769 | $638.7K | 0.11% | +14+1.9% | Added |
| Mattern Wealth Management LLC | 771 | $640.4K | 0.19% | 00.0% | Unchanged |
| Advisor Resource Council | 772 | $641.2K | 0.42% | +100+14.9% | Added |
| Syntal Capital Partners, LLC | 774 | $642.9K | 0.50% | −1,804−70.0% | Reduced |
| Apexium Financial, LP | 780 | $647.9K | 0.06% | +27+3.6% | Added |
| Prosperity Financial Group, Inc. | 785 | $652.0K | 0.54% | +40+5.4% | Added |
| Wagner Wealth Management, LLC | 787 | $653.4K | 0.24% | +104+15.2% | Added |
| Virtue Capital Management, LLC | 760 | $655.0K | 0.11% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 791 | $657.0K | 0.15% | +152+23.8% | Added |
| Badgley Phelps Wealth Managers, LLC | 791 | $657.1K | 0.02% | −11−1.4% | Reduced |
| Ameliora Wealth Management Ltd. | 794 | $659.5K | 0.39% | +93+13.3% | Added |
| Hazlett, Burt & Watson, Inc. | 794 | $660.0K | 0.49% | +32+4.2% | Added |
| Gilbert & Cook, Inc. | 798 | $662.8K | 0.10% | +62+8.4% | Added |
| Magnolia Capital Management Ltd | 800 | $664.0K | 0.65% | 00.0% | Unchanged |
| Osher Van de Voorde Investment Management | 800 | $664.5K | 0.17% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 800 | $664.5K | 0.28% | −104−11.5% | Reduced |
| Octavia Wealth Advisors, LLC | 803 | $666.6K | 0.14% | +15+1.9% | Added |
| Northwest Bancshares, Inc. | 803 | $667.0K | 0.13% | −28−3.4% | Reduced |
| Gryphon Financial Partners LLC | 805 | $668.3K | 0.16% | +69+9.4% | Added |
| Gyroscope Capital Management Group, LLC | 807 | $670.3K | 0.15% | −293−26.6% | Reduced |
| Verum Partners LLC | 807 | $670.3K | 0.30% | +137+20.4% | Added |
| Klingman & Associates, LLC | 808 | $671.1K | 0.05% | +495+158.1% | Added |
| Veracity Capital LLC | 811 | $673.5K | 0.31% | −299−26.9% | Reduced |
| Angeles Investment Advisors, LLC | 811 | $673.6K | 0.05% | −122−13.1% | Reduced |
| Glassman Wealth Services | 814 | $676.3K | 0.11% | +160+24.5% | Added |
| Morningstar Investment Management LLC | 818 | $679.0K | 0.09% | −280−25.5% | Reduced |
| Main Street Research LLC | 818 | $679.4K | 0.07% | +190+30.3% | Added |
| YHB Investment Advisors, Inc. | 819 | $680.2K | 0.06% | +63+8.3% | Added |
| Relyea Zuckerberg Hanson LLC | 821 | $682.1K | 0.16% | +19+2.4% | Added |
| Rational Advisors LLC | 824 | $684.4K | 0.06% | −434−34.5% | Reduced |
| Virtus ETF Advisers LLC | 833 | $691.9K | 0.42% | −392−32.0% | Reduced |
| Emfo, LLC | 835 | $693.5K | 0.65% | +525+169.4% | Added |
| Cahaba Wealth Management, Inc. | 835 | $693.8K | 0.08% | −63−7.0% | Reduced |
| Moss Adams Wealth Advisors LLC | 833 | $694.0K | 0.24% | +17+2.1% | Added |
| Albar Capital Ltd | 836 | $694.4K | 0.20% | +836 | New |
| Synergy Financial Group, LTD | 837 | $695.1K | 0.97% | +101+13.7% | Added |
| Sandbox Financial Partners, LLC | 840 | $697.5K | 0.37% | −63−7.0% | Reduced |
| Pathway Financial Advisors LLC | 840 | $697.7K | 0.24% | +227+37.0% | Added |
| Riverview Trust Co | 845 | $701.8K | 0.62% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 845 | $702.1K | 0.56% | +17+2.1% | Added |
| Apeiron RIA LLC | 846 | $702.5K | 0.24% | −50−5.6% | Reduced |
| Mitchell Sinkler & Starr | 851 | $706.8K | 0.22% | +374+78.4% | Added |
| JSF Financial, LLC | 854 | $709.3K | 0.27% | +854 | New |
| Quent Capital, LLC | 859 | $713.6K | 0.11% | +120+16.2% | Added |
| SageView Advisory Group, LLC | 861 | $714.8K | 0.04% | +145+20.3% | Added |
| Paulson Wealth Management Inc. | 861 | $715.1K | 0.25% | −18−2.0% | Reduced |
| Camden Capital, LLC | 863 | $716.4K | 0.08% | +79+10.1% | Added |
| Ami Asset Management Corp | 863 | $716.8K | 0.04% | −5−0.6% | Reduced |
| Aaron Wealth Advisors | 867 | $720.1K | 0.09% | +19+2.2% | Added |
| Smith, Moore & Co. | 868 | $720.6K | 0.10% | −2−0.2% | Reduced |
| Legacy Wealth Management, LLC | 869 | $721.8K | 0.38% | +15+1.8% | Added |
| BCJ Capital Management, LLC | 873 | $725.1K | 0.07% | +22+2.6% | Added |
| Coastline Trust Co | 874 | $725.9K | 0.11% | +146+20.1% | Added |
| Capital Asset Advisory Services LLC | 830 | $726.1K | 0.05% | +48+6.1% | Added |
| Legacy Capital Group California, Inc. | 877 | $728.4K | 0.31% | +6+0.7% | Added |
| Syntegra Private Wealth Group, LLC | 879 | $730.3K | 0.11% | −36−3.9% | Reduced |
| Moloney Securities Asset Management, LLC | 881 | $731.8K | 0.13% | −49−5.3% | Reduced |
| Lineweaver Wealth Advisors, LLC | 882 | $734.2K | 0.21% | +882 | New |
| OmniStar Financial Group, Inc. | 874 | $740.8K | 0.88% | +192+28.2% | Added |
| ABLE Financial Group, LLC | 894 | $742.5K | 0.37% | −93−9.4% | Reduced |
| Fidelity D & D Bancorp Inc | 898 | $745.9K | 0.77% | +898 | New |
| Financial & Tax Architects, LLC | 899 | $746.7K | 0.23% | +161+21.8% | Added |
| Elevated Capital Advisors, LLC | 899 | $747.0K | 0.25% | −32−3.4% | Reduced |
| CastleKnight Management LP | 900 | $747.5K | 0.13% | 00.0% | Unchanged |
| Syntax Research, Inc. | 901 | $748.2K | 0.61% | +901 | New |
| Baker Avenue Asset Management, LP | 903 | $750.3K | 0.04% | +45+5.2% | Added |
| Cottage Street Advisors LLC | 904 | $751.0K | 0.55% | +101+12.6% | Added |
| Summit Financial Wealth Advisors, LLC | 839 | $753.3K | 0.19% | −109−11.5% | Reduced |
| Jacobi Capital Management LLC | 909 | $755.3K | 0.09% | +9+1.0% | Added |
| Biltmore Family Office, LLC | 910 | $755.8K | 0.17% | −10−1.1% | Reduced |
| Matrix Private Capital Group LLC | 916 | $760.8K | 0.57% | +4+0.4% | Added |
| Simon Quick Advisors, LLC | 917 | $761.8K | 0.07% | +294+47.2% | Added |
| Emerald Advisors, LLC | 919 | $763.4K | 0.18% | −194−17.4% | Reduced |
| West Wealth Group, LLC | 919 | $763.4K | 0.33% | −14−1.5% | Reduced |
| Keel Point, LLC | 920 | $764.5K | 0.10% | −87−8.6% | Reduced |
| Castle Wealth Management LLC | 925 | $768.3K | 0.55% | +187+25.3% | Added |
| Independence Bank of Kentucky | 926 | $769.1K | 0.32% | −40−4.1% | Reduced |
| Prestige Wealth Management Group LLC | 934 | $776.0K | 0.19% | +5+0.5% | Added |
| Channel Wealth LLC | 940 | $780.7K | 0.44% | −243−20.5% | Reduced |
| Carlson Capital Management | 941 | $781.6K | 0.05% | +39+4.3% | Added |
| ASB Consultores, LLC | 946 | $785.7K | 0.31% | −378−28.5% | Reduced |
| Osborne Partners Capital Management, LLC | 946 | $785.7K | 0.06% | −210−18.2% | Reduced |
| Canandaigua National Bank & Trust Co | 946 | $785.7K | 0.13% | −54−5.4% | Reduced |
| Manchester Capital Management LLC | 946 | $785.7K | 0.12% | +23+2.5% | Added |
| SRS Capital Advisors, Inc. | 949 | $788.9K | 0.10% | +211+28.6% | Added |
| Colonial River Wealth Management, LLC | 954 | $792.4K | 0.52% | +954 | New |
| Alpha Cubed Investments, LLC | 956 | $794.3K | 0.05% | +166+21.0% | Added |
| Reuter James Wealth Management, LLC | 958 | $795.7K | 0.60% | −53−5.2% | Reduced |