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
- 2,465
- +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
- 998 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 |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 3,314 | $2.75M | 0.03% | −1,916−36.6% | Reduced |
| Concord Wealth Partners | 3,313 | $2.75M | 0.58% | +119+3.7% | Added |
| Traynor Capital Management, Inc. | 3,305 | $2.74M | 0.37% | +716+27.7% | Added |
| Schechter Investment Advisors, LLC | 3,292 | $2.73M | 0.26% | −44−1.3% | Reduced |
| Fairbanks Capital Management, Inc. | 3,278 | $2.72M | 2.29% | −1,180−26.5% | Reduced |
| Horizon Investment Services, LLC | 3,276 | $2.72M | 1.64% | +3,276 | New |
| New Millennium Group LLC | 3,276 | $2.72M | 2.49% | −171−5.0% | Reduced |
| Westhampton Capital, LLC | 3,273 | $2.72M | 1.75% | +58+1.8% | Added |
| Stratos Wealth Advisors, LLC | 3,259 | $2.71M | 0.18% | +1,799+123.2% | Added |
| HMS Capital Management, LLC | 3,254 | $2.70M | 1.79% | −89−2.7% | Reduced |
| Legacy Bridge, LLC | 3,248 | $2.70M | 1.92% | +121+3.9% | Added |
| Goldstream Capital Management Ltd | 3,245 | $2.70M | 2.17% | +3,245 | New |
| Eagle Harbor Asset Management Inc | 3,243 | $2.69M | 3.53% | −250−7.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 3,234 | $2.69M | 0.88% | +29+0.9% | Added |
| Groesbeck Investment Management Corp | 3,212 | $2.67M | 4.04% | −160−4.7% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 3,207 | $2.66M | 0.12% | −163−4.8% | Reduced |
| Nordwand Advisors, LLC | 3,206 | $2.66M | 0.53% | −514−13.8% | Reduced |
| Symphony Financial, Ltd. Co. | 3,187 | $2.66M | 0.65% | −178−5.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 3,198 | $2.66M | 0.67% | −450−12.3% | Reduced |
| Alterity Financial Group, LLC | 3,189 | $2.65M | 4.20% | +10+0.3% | Added |
| SeaBridge Investment Advisors LLC | 3,181 | $2.64M | 0.87% | +114+3.7% | Added |
| Hiddenite Capital Partners LP | 3,175 | $2.64M | 3.67% | −2,825−47.1% | Reduced |
| Spinnaker Investment Group, LLC | 3,163 | $2.63M | 0.88% | 00.0% | Unchanged |
| Temasek Holdings (Private) Ltd | 3,161 | $2.63M | 0.02% | +3,161 | New |
| Freedom Day Solutions, LLC | 3,161 | $2.63M | 1.15% | −318−9.1% | Reduced |
| Annex Advisory Services, LLC | 3,119 | $2.59M | 0.16% | +2,822+950.2% | Added |
| MidWestOne Financial Group, Inc. | 3,117 | $2.59M | 0.59% | −727−18.9% | Reduced |
| Evergreen Wealth Management, LLC | 3,099 | $2.57M | 2.03% | +47+1.5% | Added |
| Oarsman Capital, Inc. | 3,098 | $2.57M | 1.08% | −171−5.2% | Reduced |
| RFG Advisory, LLC | 3,095 | $2.57M | 0.11% | +344+12.5% | Added |
| Ironwood Investment Counsel, LLC | 3,089 | $2.57M | 0.61% | −700−18.5% | Reduced |
| Optas, LLC | 3,086 | $2.56M | 0.85% | +3+0.1% | Added |
| Schear Investment Advisers, LLC | 3,082 | $2.56M | 2.76% | −41−1.3% | Reduced |
| Alaethes Wealth LLC | 3,074 | $2.55M | 1.40% | +91+3.1% | Added |
| Warther Private Wealth, LLC | 3,067 | $2.55M | 1.69% | −27−0.9% | Reduced |
| Toth Financial Advisory Corp | 3,060 | $2.54M | 0.39% | +317+11.6% | Added |
| Fairfield, Bush & Co. | 3,057 | $2.54M | 1.66% | +76+2.5% | Added |
| Atomi Financial Group, Inc. | 3,051 | $2.53M | 0.85% | +2,738+874.8% | Added |
| Benjamin Edwards Inc | 3,050 | $2.53M | 0.60% | −192−5.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,029 | $2.52M | 0.22% | −278−8.4% | Reduced |
| Perkins Coie Trust Co | 3,004 | $2.49M | 0.70% | +545+22.2% | Added |
| Maytus Capital Management, LLC | 3,000 | $2.49M | 1.39% | +2,200+275.0% | Added |
| WMS Partners, LLC | – | $2.49M | 0.20% | – | – |
| Alight Capital Management LP | 3,000 | $2.49M | 1.33% | +3,000 | New |
| Beaumont Financial Advisors, LLC | 3,000 | $2.49M | 0.25% | −21−0.7% | Reduced |
| Castellan Group, LLC | 2,999 | $2.49M | 1.75% | −199−6.2% | Reduced |
| Brookstone Capital Management | 2,863 | $2.48M | 0.05% | −52−1.8% | Reduced |
| Paralel Advisors LLC | 2,983 | $2.48M | 0.14% | +37+1.3% | Added |
| Harbour Investment Management LLC | 2,981 | $2.48M | 1.41% | +265+9.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 2,977 | $2.47M | 1.47% | −124−4.0% | Reduced |
| Beck Capital Management, LLC | 2,949 | $2.45M | 0.94% | +381+14.8% | Added |
| Abundance Wealth Counselors | 2,937 | $2.44M | 0.70% | −396−11.9% | Reduced |
| Godsey & Gibb Associates | 2,934 | $2.44M | 0.30% | +456+18.4% | Added |
| Aurora Investment Managers, LLC. | 2,931 | $2.43M | 2.06% | −156−5.1% | Reduced |
| Aubrey Capital Management Ltd | 3,300 | $2.43M | 1.40% | +3,300 | New |
| Arete Wealth Advisors, LLC | 2,922 | $2.43M | 0.42% | +772+35.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,920 | $2.42M | 1.59% | −148−4.8% | Reduced |
| TCWP LLC | 2,918 | $2.42M | 1.85% | −234−7.4% | Reduced |
| Ascent Wealth Partners, LLC | 2,918 | $2.42M | 0.45% | −6−0.2% | Reduced |
| Jupiter Wealth Management LLC | 2,526 | $2.42M | 1.57% | +529+26.5% | Added |
| Holderness Investments Co | 2,899 | $2.41M | 0.94% | +56+2.0% | Added |
| One River Asset Management, LLC | 2,889 | $2.41M | 1.12% | +2,889 | New |
| RB Capital Management, LLC | 2,896 | $2.41M | 0.78% | +3+0.1% | Added |
| CFS Investment Advisory Services, LLC | 2,891 | $2.40M | 0.38% | −60−2.0% | Reduced |
| Boit C F David | 2,875 | $2.40M | 1.64% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,929 | $2.39M | 0.33% | +583+24.9% | Added |
| Wedmont Private Capital | 2,793 | $2.39M | 0.24% | +528+23.3% | Added |
| Insight Advisors, LLC | 2,869 | $2.38M | 0.55% | +1,402+95.6% | Added |
| Old Port Advisors | 2,868 | $2.38M | 0.86% | +2,868 | New |
| Patten Group, Inc. | 2,868 | $2.38M | 0.71% | +56+2.0% | Added |
| Carret Asset Management, LLC | 2,866 | $2.38M | 0.33% | −15−0.5% | Reduced |
| Phoenix Wealth Advisors | 2,855 | $2.37M | 1.39% | +77+2.8% | Added |
| Fundamentun, LLC | 2,853 | $2.37M | 0.35% | +121+4.4% | Added |
| StoneX Group Inc. | 2,852 | $2.37M | 0.26% | −70−2.4% | Reduced |
| Berkshire Asset Management LLC | 2,838 | $2.36M | 0.15% | −37−1.3% | Reduced |
| Palouse Capital Management, Inc. | 2,838 | $2.36M | 1.75% | −563−16.6% | Reduced |
| Masso Torrence Wealth Management Inc. | 2,837 | $2.36M | 1.81% | +7+0.2% | Added |
| Regatta Capital Group, LLC | 2,836 | $2.36M | 0.75% | −56−1.9% | Reduced |
| CloudAlpha Capital Management Limited/Hong Kong | 2,835 | $2.35M | 0.31% | +2,835 | New |
| IFP Advisors, Inc | 2,827 | $2.35M | 0.11% | −455−13.9% | Reduced |
| Lee Financial Co | 2,826 | $2.35M | 0.44% | −160−5.4% | Reduced |
| FinTrust Capital Advisors, LLC | 2,801 | $2.33M | 0.52% | +161+6.1% | Added |
| Leisure Capital Management | 2,800 | $2.33M | 1.34% | −201−6.7% | Reduced |
| Wrapmanager Inc | 2,797 | $2.32M | 0.74% | −32−1.1% | Reduced |
| Richard P Slaughter Associates Inc | 2,790 | $2.32M | 0.62% | −590−17.5% | Reduced |
| Harbour Investments, Inc. | 2,783 | $2.31M | 0.12% | +51+1.9% | Added |
| Xcel Wealth Management, LLC | 2,775 | $2.30M | 0.91% | −2,018−42.1% | Reduced |
| BCM Advisors, LLC | 2,525 | $2.30M | 0.68% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 2,768 | $2.30M | 2.13% | +10+0.4% | Added |
| LCNB Corp | 2,766 | $2.30M | 1.02% | −232−7.7% | Reduced |
| Wealthspire Advisors, LLC | 2,731 | $2.27M | 0.04% | +876+47.2% | Added |
| Marshall Financial Group LLC | 2,724 | $2.26M | 0.82% | −88−3.1% | Reduced |
| Trustmark National Bank Trust Department | 2,724 | $2.26M | 0.22% | +258+10.5% | Added |
| EFG Asset Management (Americas) Corp. | 2,716 | $2.26M | 0.54% | −60−2.2% | Reduced |
| Forum Financial Management, LP | 2,712 | $2.25M | 0.05% | +12+0.4% | Added |
| Knuff & Co LLC | 2,702 | $2.24M | 0.89% | +226+9.1% | Added |
| McDonald Partners LLC | 2,700 | $2.24M | 0.73% | −236−8.0% | Reduced |
| Banco de Sabadell, S.A | 2,694 | $2.23M | 1.94% | −290−9.7% | Reduced |
| Centennial Bank | 2,686 | $2.23M | 1.54% | +117+4.6% | Added |
| HBK Sorce Advisory LLC | 2,686 | $2.23M | 0.10% | −81−2.9% | Reduced |