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 |
|---|---|---|---|---|---|
| Cypress Asset Management Inc | 4,304 | $3.57M | 1.20% | +1,395+48.0% | Added |
| Cordatus Wealth Management LLC | 4,302 | $3.57M | 3.26% | −44−1.0% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 4,299 | $3.57M | 0.77% | +281+7.0% | Added |
| Unigestion Holding SA | 4,297 | $3.57M | 0.22% | −141−3.2% | Reduced |
| MMBG Investment Advisors Co. | 4,285 | $3.56M | 0.45% | +230+5.7% | Added |
| Ingalls & Snyder LLC | 4,282 | $3.56M | 0.17% | −102−2.3% | Reduced |
| RSM US Wealth Management LLC | 4,268 | $3.55M | 0.13% | +235+5.8% | Added |
| Private Trust Co NA | 4,230 | $3.51M | 0.46% | +221+5.5% | Added |
| Stamos Capital Partners, L.P. | 4,230 | $3.51M | 0.78% | +590+16.2% | Added |
| Doheny Asset Management | 4,221 | $3.51M | 3.40% | −500−10.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 4,214 | $3.50M | 0.16% | +566+15.5% | Added |
| Retirement Planning Co of New England, Inc. | 4,213 | $3.50M | 1.95% | +2,254+115.1% | Added |
| Dean Investment Associates, LLC | 4,177 | $3.47M | 0.57% | −15−0.4% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 4,150 | $3.45M | 0.21% | +210+5.3% | Added |
| Beech Hill Advisors, Inc. | 4,147 | $3.44M | 1.74% | −2,803−40.3% | Reduced |
| L2 Asset Management, LLC | 390 | $3.44M | 1.65% | −4,897−92.6% | Reduced |
| Capital Investment Advisory Services, LLC | 4,122 | $3.42M | 0.34% | +87+2.2% | Added |
| Hilltop Holdings Inc. | 4,111 | $3.41M | 0.42% | −158−3.7% | Reduced |
| New Hampshire Trust | 4,103 | $3.41M | 0.93% | +176+4.5% | Added |
| Financial Perspectives, Inc | 4,097 | $3.40M | 1.56% | −13−0.3% | Reduced |
| Rothschild Investment Corp | 4,092 | $3.40M | 0.29% | +159+4.0% | Added |
| Wright Investors Service Inc | 4,069 | $3.38M | 0.98% | −488−10.7% | Reduced |
| Gabelli Funds LLC | 4,058 | $3.37M | 0.03% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 4,035 | $3.35M | 1.51% | +441+12.3% | Added |
| Concentric Wealth Management, LLC | 4,024 | $3.34M | 1.10% | −10−0.2% | Reduced |
| Davy Global Fund Management Ltd | 4,015 | $3.33M | 0.68% | +154+4.0% | Added |
| Savant Capital, LLC | 4,012 | $3.33M | 0.05% | +250+6.6% | Added |
| Confluence Wealth Services, Inc. | 4,009 | $3.33M | 0.66% | +300+8.1% | Added |
| Pinkerton Retirement Specialists, LLC | 4,008 | $3.33M | 0.72% | −223−5.3% | Reduced |
| HBW Advisory Services LLC | 4,008 | $3.33M | 0.70% | +992+32.9% | Added |
| Valeo Financial Advisors, LLC | 3,990 | $3.31M | 0.15% | +472+13.4% | Added |
| Miracle Mile Advisors, LLC | 3,983 | $3.31M | 0.10% | +40+1.0% | Added |
| Moneta Group Investment Advisors LLC | 3,970 | $3.30M | 0.07% | −19−0.5% | Reduced |
| Advocate Group LLC | 3,960 | $3.29M | 0.76% | −5,753−59.2% | Reduced |
| Financial Advisory Service, Inc. | 3,960 | $3.29M | 0.35% | +93+2.4% | Added |
| Allen Investment Management LLC | 3,957 | $3.29M | 0.05% | +20+0.5% | Added |
| Arden Trust Co | 3,949 | $3.28M | 0.55% | −784−16.6% | Reduced |
| Archford Capital Strategies, LLC | 3,915 | $3.25M | 0.65% | +218+5.9% | Added |
| Centaurus Financial, Inc. | 3,879 | $3.22M | 0.28% | −414−9.6% | Reduced |
| Syon Capital LLC | 3,875 | $3.22M | 0.40% | +3,875 | New |
| Birch Hill Investment Advisors LLC | 3,855 | $3.20M | 0.19% | −78−2.0% | Reduced |
| GM Advisory Group, Inc. | 3,850 | $3.20M | 0.26% | −38−1.0% | Reduced |
| Garrett Investment Advisors LLC | 3,847 | $3.20M | 0.43% | +185+5.1% | Added |
| MWA Asset Management | 3,840 | $3.19M | 3.08% | +3,840 | New |
| 9258 Wealth Management, LLC | 3,826 | $3.18M | 0.62% | −122−3.1% | Reduced |
| Cypress Capital Group | 3,818 | $3.17M | 0.46% | +635+19.9% | Added |
| Equitable Trust Co | 3,814 | $3.17M | 0.26% | +312+8.9% | Added |
| Virtu Financial LLC | 3,808 | $3.16M | 0.31% | +3,808 | New |
| Becker Capital Management Inc | 3,798 | $3.15M | 0.13% | −445−10.5% | Reduced |
| Jmac Enterprises LLC | 3,784 | $3.14M | 0.78% | −240−6.0% | Reduced |
| Zions Bancorporation, N.A. | 3,771 | $3.13M | 0.27% | +493+15.0% | Added |
| Alternative Investment Advisors, LLC. | 3,752 | $3.12M | 2.18% | +3,752 | New |
| Johnson Financial Group, Inc. | 3,742 | $3.11M | 0.22% | −237−6.0% | Reduced |
| Alcosta Capital Management, Inc. | 3,722 | $3.09M | 2.58% | +15+0.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 3,700 | $3.07M | 1.16% | 00.0% | Unchanged |
| Graphene Investments SAS | 3,700 | $3.07M | 2.16% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 3,672 | $3.05M | 0.40% | +838+29.6% | Added |
| Cypress Capital, LLC | 3,659 | $3.04M | 0.89% | −52−1.4% | Reduced |
| 1st Source Bank | 3,650 | $3.03M | 0.21% | −220−5.7% | Reduced |
| Evercore Wealth Management, LLC | 3,633 | $3.02M | 0.06% | +105+3.0% | Added |
| Clarius Group, LLC | 3,631 | $3.02M | 0.29% | −2,381−39.6% | Reduced |
| Kennedy Investment Group | 3,628 | $3.01M | 1.81% | +904+33.2% | Added |
| Golden State Equity Partners | 3,623 | $3.01M | 0.84% | −436−10.7% | Reduced |
| Hengehold Capital Management LLC | 3,622 | $3.01M | 0.39% | +60+1.7% | Added |
| Camarda Financial Advisors, LLC | 3,604 | $2.99M | 1.93% | −1,526−29.7% | Reduced |
| Change Path, LLC | 3,603 | $2.99M | 0.22% | −2,600−41.9% | Reduced |
| Capricorn Fund Managers Ltd | 3,600 | $2.99M | 1.04% | +500+16.1% | Added |
| First Business Financial Services, Inc. | 3,592 | $2.98M | 0.38% | +430+13.6% | Added |
| Founders Financial Alliance, LLC | 3,584 | $2.98M | 1.30% | −122−3.3% | Reduced |
| Wealth Alliance | 3,578 | $2.97M | 0.47% | −553−13.4% | Reduced |
| Grandview Asset Management LLC | 3,573 | $2.97M | 1.70% | −121−3.3% | Reduced |
| Insight Wealth Strategies, LLC | 3,571 | $2.97M | 0.57% | +226+6.8% | Added |
| Fortem Financial Group, LLC | 3,570 | $2.97M | 1.74% | −471−11.7% | Reduced |
| Birinyi Associates Inc | 3,550 | $2.95M | 1.18% | +550+18.3% | Added |
| Human Investing LLC | 3,539 | $2.94M | 0.68% | −124−3.4% | Reduced |
| Empower Advisory Group, LLC | 3,532 | $2.93M | 0.01% | −225−6.0% | Reduced |
| Purus Wealth Management, LLC | 3,531 | $2.93M | 1.98% | +36+1.0% | Added |
| Kinneret Advisory, LLC | 3,515 | $2.92M | 0.36% | −2−0.1% | Reduced |
| Glen Eagle Advisors, LLC | 3,512 | $2.92M | 0.68% | +129+3.8% | Added |
| EULAV Asset Management | 3,508 | $2.91M | 0.11% | −806−18.7% | Reduced |
| Altman Advisors, Inc. | 3,504 | $2.91M | 1.82% | +3,504 | New |
| Compton Wealth Advisory Group, LLC | 3,489 | $2.90M | 0.99% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,488 | $2.90M | 0.85% | −6−0.2% | Reduced |
| Eley Financial Management, Inc | 3,475 | $2.89M | 1.47% | −43−1.2% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 3,476 | $2.89M | 2.46% | +555+19.0% | Added |
| United Capital Management of KS, Inc. | 3,456 | $2.87M | 0.98% | −36−1.0% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 3,445 | $2.86M | 0.03% | −1,335−27.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,443 | $2.86M | 0.10% | +103+3.1% | Added |
| EFG Asset Management (North America) Corp. | 3,431 | $2.85M | 0.68% | −440−11.4% | Reduced |
| Kornitzer Capital Management Inc | 3,429 | $2.85M | 0.06% | +330+10.6% | Added |
| StrongBox Wealth, LLC | 3,401 | $2.82M | 1.80% | −150−4.2% | Reduced |
| Resource Consulting Group Inc | 3,389 | $2.81M | 0.55% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 3,375 | $2.80M | 0.04% | +288+9.3% | Added |
| Meitav Dash Investments Ltd | 3,416 | $2.80M | 0.05% | −140−3.9% | Reduced |
| Caliber Wealth Management, LLC | 3,365 | $2.80M | 1.88% | +127+3.9% | Added |
| Saxon Interests, Inc. | 3,365 | $2.80M | 1.88% | +2,246+200.7% | Added |
| Capstone Wealth Management Group, LLC | 3,356 | $2.79M | 2.89% | −107−3.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,354 | $2.79M | 0.01% | +82+2.5% | Added |
| Welch & Forbes LLC | 3,331 | $2.77M | 0.05% | +143+4.5% | Added |
| Pacitti Group Inc. | 3,322 | $2.76M | 1.93% | +43+1.3% | Added |