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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | 5,638 | $4.68M | 0.15% | −83−1.5% | Reduced |
| Pathway Financial Advisers, LLC | 5,595 | $4.66M | 1.92% | +5,595 | New |
| Strategic Wealth Partners, Ltd. | 5,588 | $4.64M | 0.61% | +109+2.0% | Added |
| Petredis Investment Advisors LLC | 5,585 | $4.64M | 0.66% | +35+0.6% | Added |
| Wafra Inc. | 5,563 | $4.62M | 0.15% | +5,563 | New |
| Coldstream Capital Management Inc | 5,561 | $4.62M | 0.15% | +48+0.9% | Added |
| Rossmore Private Capital | 5,557 | $4.62M | 0.70% | −101−1.8% | Reduced |
| Meridian Wealth Management, LLC | 5,522 | $4.61M | 0.28% | +35+0.6% | Added |
| Financial Advisory Partners, LLC | 5,524 | $4.59M | 1.85% | −50−0.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 5,513 | $4.58M | 0.40% | −2,012−26.7% | Reduced |
| Ballentine Partners, LLC | 5,494 | $4.56M | 0.11% | +1,107+25.2% | Added |
| Ameritas Advisory Services, LLC | 5,302 | $4.55M | 0.23% | +2,812+112.9% | Added |
| Parallel Advisors, LLC | 5,448 | $4.53M | 0.15% | +144+2.7% | Added |
| LVW Advisors, LLC | 5,434 | $4.51M | 0.96% | −337−5.8% | Reduced |
| Global Retirement Partners, LLC | 5,463 | $4.50M | 0.23% | +176+3.3% | Added |
| Franchise Capital Ltd | 5,360 | $4.45M | 1.59% | −31,947−85.6% | Reduced |
| Troluce Capital Advisors LLC | 5,359 | $4.45M | 2.69% | +5,359 | New |
| Linden Thomas Advisory Services, LLC | 5,336 | $4.43M | 0.99% | −667−11.1% | Reduced |
| First Hawaiian Bank | 5,332 | $4.43M | 0.15% | −420−7.3% | Reduced |
| Wintrust Investments LLC | 5,288 | $4.39M | 0.46% | +1,439+37.4% | Added |
| Cary Street Partner Investment Advisory LLC | 5,253 | $4.36M | 0.23% | +162+3.2% | Added |
| De Burlo Group Inc | 5,250 | $4.36M | 0.76% | −50−0.9% | Reduced |
| Allworth Financial LP | 5,207 | $4.32M | 0.04% | +843+19.3% | Added |
| Taika Capital, LP | 5,180 | $4.30M | 2.12% | +1,420+37.8% | Added |
| West Oak Capital, LLC | 5,172 | $4.30M | 2.13% | −42−0.8% | Reduced |
| RDA Financial Network | 5,164 | $4.29M | 1.86% | +101+2.0% | Added |
| Monetary Management Group Inc | 5,157 | $4.28M | 1.43% | −85−1.6% | Reduced |
| Pittenger & Anderson Inc | 5,133 | $4.26M | 0.22% | +355+7.4% | Added |
| Gladius Capital Management LP | 5,107 | $4.24M | 1.22% | +5,107 | New |
| Wunderlich Capital Managemnt | 5,094 | $4.23M | 2.09% | −155−3.0% | Reduced |
| Spire Wealth Management | 5,090 | $4.23M | 0.16% | −37−0.7% | Reduced |
| Hudson Capital Management LLC | 5,076 | $4.22M | 1.68% | −368−6.8% | Reduced |
| SYSTM Wealth Solutions LLC | 5,071 | $4.21M | 0.65% | +167+3.4% | Added |
| Ascent Group, LLC | 4,596 | $4.19M | 0.46% | +3,526+329.5% | Added |
| Farmers National Bank | 5,023 | $4.17M | 1.45% | +573+12.9% | Added |
| Tectonic Advisors LLC | 5,006 | $4.16M | 0.39% | −468−8.5% | Reduced |
| Robeco Schweiz AG | 5,000 | $4.15M | 0.07% | +2,000+66.7% | Added |
| Granite Bay Wealth Management, LLC | 4,749 | $4.12M | 0.04% | +4,749 | New |
| Sunbelt Securities, Inc. | 4,946 | $4.11M | 0.57% | −51−1.0% | Reduced |
| Lighthouse Investment Partners, LLC | 4,905 | $4.07M | 0.24% | +4,905 | New |
| Bailard, Inc. | 4,890 | $4.06M | 0.13% | −30−0.6% | Reduced |
| Robbins Farley LLC | 4,881 | $4.05M | 2.87% | +89+1.9% | Added |
| Capstone Investment Advisors, LLC | 4,880 | $4.05M | 0.11% | +4,660+2,118.2% | Added |
| Chapin Davis, Inc. | 4,856 | $4.03M | 1.93% | +2,587+114.0% | Added |
| Wedbush Securities Inc | 4,856 | $4.03M | 0.20% | +85+1.8% | Added |
| Sigma Planning Corp | 4,844 | $4.02M | 0.15% | +284+6.2% | Added |
| Trust Asset Management LLC | 4,839 | $4.02M | 0.43% | 00.0% | Unchanged |
| Montag A & Associates Inc | 4,830 | $4.01M | 0.25% | +57+1.2% | Added |
| Azzad Asset Management Inc | 4,822 | $4.00M | 0.57% | +61+1.3% | Added |
| Kovack Advisors, Inc. | 4,814 | $4.00M | 0.56% | +697+16.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,810 | $4.00M | 0.25% | −394−7.6% | Reduced |
| Qtron Investments LLC | 4,774 | $3.97M | 0.76% | −52−1.1% | Reduced |
| Red Spruce Capital, LLC | 4,774 | $3.97M | 2.25% | −20.0% | Reduced |
| Mather Group, LLC. | 4,768 | $3.96M | 0.07% | −177−3.6% | Reduced |
| Pinnbrook Capital Management LP | 4,757 | $3.95M | 2.60% | +4,757 | New |
| Sequoia Financial Advisors, LLC | 4,741 | $3.94M | 0.07% | +268+6.0% | Added |
| Vestmark Advisory Solutions, Inc. | 4,727 | $3.93M | 0.29% | −22,249−82.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,811 | $3.92M | 0.67% | +1,291+84.9% | Added |
| Patton Fund Management, Inc. | 4,676 | $3.88M | 1.05% | +4,676 | New |
| Centre Asset Management, LLC | 4,675 | $3.88M | 0.95% | +6+0.1% | Added |
| Ostrum Asset Management | 4,675 | $3.88M | 0.36% | +1,447+44.8% | Added |
| Nwam LLC | 4,673 | $3.88M | 0.39% | −244−5.0% | Reduced |
| Strategic Advisors LLC | 4,672 | $3.88M | 0.77% | +17+0.4% | Added |
| Procyon Private Wealth Partners, LLC | 4,668 | $3.88M | 0.40% | +1,524+48.5% | Added |
| Mystic Asset Management, Inc. | 4,651 | $3.86M | 2.17% | −151−3.1% | Reduced |
| Moseley Investment Management Inc | 4,642 | $3.86M | 2.30% | −13−0.3% | Reduced |
| Field & Main Bank | 4,631 | $3.85M | 1.80% | −484−9.5% | Reduced |
| Signet Financial Management, LLC | 4,614 | $3.83M | 0.63% | −341−6.9% | Reduced |
| Guardian Wealth Advisors, LLC | 4,614 | $3.83M | 0.65% | +145+3.2% | Added |
| Liberty One Investment Management, LLC | 4,612 | $3.83M | 0.56% | +64+1.4% | Added |
| Quantum Private Wealth, LLC | 4,611 | $3.83M | 1.83% | +523+12.8% | Added |
| Royal Fund Management, LLC | 4,611 | $3.83M | 0.55% | +134+3.0% | Added |
| Paradigm Asset Management Co LLC | 4,600 | $3.82M | 1.08% | −200−4.2% | Reduced |
| Perpetual Ltd | 4,593 | $3.82M | 0.04% | −1,877−29.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 4,574 | $3.80M | 0.10% | +124+2.8% | Added |
| Scissortail Wealth Management, LLC | 4,443 | $3.79M | 2.99% | +58+1.3% | Added |
| Duff & Phelps Investment Management Co | 4,562 | $3.79M | 0.05% | 00.0% | Unchanged |
| Cooper Financial Group | 4,544 | $3.77M | 0.91% | +358+8.6% | Added |
| Checchi Capital Advisers, LLC | 4,541 | $3.77M | 0.35% | −87−1.9% | Reduced |
| Flagship Harbor Advisors, LLC | 4,531 | $3.76M | 0.31% | +113+2.6% | Added |
| Beck Bode, LLC | 4,524 | $3.76M | 0.96% | −111−2.4% | Reduced |
| Nicholas Investment Partners, LP | 4,502 | $3.74M | 0.28% | −8,149−64.4% | Reduced |
| Agur Provident & Training Funds Management Ltd | 4,490 | $3.73M | 1.17% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 4,482 | $3.72M | 1.86% | −987−18.0% | Reduced |
| Van Leeuwen & Company, LLC | 4,480 | $3.72M | 2.32% | −67−1.5% | Reduced |
| TrimTabs Asset Management, LLC | 4,471 | $3.71M | 1.97% | −121−2.6% | Reduced |
| Jamison Private Wealth Management, Inc. | 4,453 | $3.70M | 0.76% | +4,453 | New |
| Peoples Financial Services Corp. | 4,449 | $3.70M | 1.74% | +88+2.0% | Added |
| Westmount Partners, LLC | 4,439 | $3.69M | 1.62% | +43+1.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,422 | $3.67M | 0.02% | −251−5.4% | Reduced |
| Phoenix Holdings Ltd. | 4,393 | $3.66M | 0.07% | +28+0.6% | Added |
| Argonautica Private Wealth Management, Inc | 4,395 | $3.65M | 1.64% | +10.0% | Added |
| Clearstead Advisors, LLC | 4,365 | $3.63M | 0.22% | +550+14.4% | Added |
| Dorsey Wright & Associates | 4,353 | $3.62M | 1.12% | +261+6.4% | Added |
| Westwood Wealth Management | 4,350 | $3.61M | 2.83% | +4,350 | New |
| CoreCap Advisors, LLC | 4,348 | $3.61M | 0.26% | +941+27.6% | Added |
| Cigna Investments Inc | 4,347 | $3.61M | 0.83% | −659−13.2% | Reduced |
| Fragasso Group Inc. | 4,337 | $3.60M | 0.38% | +559+14.8% | Added |
| Eaton Financial Holdings Company, LLC | 4,326 | $3.59M | 0.96% | +4,326 | New |
| Quadrant Capital Group LLC | 4,307 | $3.58M | 0.36% | +591+15.9% | Added |