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 |
|---|---|---|---|---|---|
| Lake Street Financial LLC | 2,673 | $2.22M | 0.40% | +93+3.6% | Added |
| Citizens Financial Group Inc | 2,677 | $2.22M | 0.09% | +1,250+87.6% | Added |
| Monument Capital Management | 2,666 | $2.21M | 0.74% | +370+16.1% | Added |
| TTP Investments, Inc. | 2,656 | $2.21M | 1.45% | +1,447+119.7% | Added |
| Pacific Global Investment Management CO | 2,652 | $2.20M | 0.48% | −55−2.0% | Reduced |
| Caldwell Trust Co | 2,644 | $2.20M | 0.30% | +103+4.1% | Added |
| Fidelis Capital Partners, LLC | 2,640 | $2.19M | 0.75% | +80+3.1% | Added |
| Ategra Capital Management, LLC | 2,632 | $2.19M | 1.19% | −1,331−33.6% | Reduced |
| Donoghue Forlines LLC | 2,625 | $2.18M | 0.78% | +71+2.8% | Added |
| Essex Savings Bank | 2,620 | $2.18M | 0.73% | −11−0.4% | Reduced |
| Tealwood Asset Management Inc | 2,610 | $2.17M | 1.11% | −6−0.2% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 2,604 | $2.16M | 1.14% | +340+15.0% | Added |
| Arkadios Wealth Advisors | 2,604 | $2.16M | 0.21% | −2,575−49.7% | Reduced |
| Csenge Advisory Group | 2,602 | $2.16M | 0.15% | +214+9.0% | Added |
| Patten & Patten Inc | 2,588 | $2.15M | 0.19% | −120−4.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 2,580 | $2.14M | 0.72% | −34−1.3% | Reduced |
| Trust Investment Advisors | 2,570 | $2.13M | 1.84% | −358−12.2% | Reduced |
| Wills Financial Group, Inc. | 2,569 | $2.13M | 1.15% | −66−2.5% | Reduced |
| Bremer Bank National Association | 2,566 | $2.13M | 0.42% | +38+1.5% | Added |
| Little House Capital LLC | 2,559 | $2.13M | 0.87% | −280−9.9% | Reduced |
| Alpha Omega Wealth Management LLC | 2,557 | $2.12M | 0.37% | −42−1.6% | Reduced |
| DeDora Capital, Inc. | 2,556 | $2.12M | 0.84% | −70−2.7% | Reduced |
| 3Chopt Investment Partners, LLC | 2,555 | $2.12M | 1.25% | +35+1.4% | Added |
| Benchmark Investment Advisors LLC | 2,538 | $2.11M | 2.13% | +157+6.6% | Added |
| Lakeview Capital Partners, LLC | 2,534 | $2.10M | 0.41% | +545+27.4% | Added |
| Institute for Wealth Management, LLC. | 2,533 | $2.10M | 0.38% | −29−1.1% | Reduced |
| West Michigan Advisors, LLC | 2,528 | $2.10M | 1.12% | −12−0.5% | Reduced |
| Wealth Architects, LLC | 2,526 | $2.10M | 0.36% | +62+2.5% | Added |
| Retireful, LLC | 2,516 | $2.09M | 1.00% | +2,516 | New |
| Bowman & Co S.C. | 2,502 | $2.08M | 1.66% | +94+3.9% | Added |
| Moore Capital Management, LP | 2,500 | $2.08M | 0.06% | 00.0% | Unchanged |
| One01 Capital, LP | 2,500 | $2.08M | 2.52% | +2,500 | New |
| Teamwork Financial Advisors, LLC | 2,484 | $2.06M | 0.34% | +35+1.4% | Added |
| Capital Planning Advisors, LLC | 2,482 | $2.06M | 0.43% | −13−0.5% | Reduced |
| Highview Capital Management LLC | 2,472 | $2.05M | 1.17% | −138−5.3% | Reduced |
| Key Financial Inc | 2,468 | $2.05M | 0.69% | +3+0.1% | Added |
| Allen Capital Group, LLC | 2,444 | $2.04M | 0.38% | −1,306−34.8% | Reduced |
| Charles Schwab Trust Co | 2,454 | $2.04M | 0.23% | −6−0.2% | Reduced |
| Concord Asset Management, LLC | 2,452 | $2.04M | 0.68% | +678+38.2% | Added |
| Wolf Group Capital Advisors | 2,449 | $2.03M | 0.96% | +69+2.9% | Added |
| Guerra Pan Advisors, LLC | 2,442 | $2.03M | 2.34% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 2,430 | $2.02M | 0.10% | +1,533+170.9% | Added |
| Cunning Capital Partners, LP | 2,429 | $2.02M | 1.33% | +2,429 | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,426 | $2.02M | 0.14% | +23+1.0% | Added |
| Alpha Family Trust | 2,415 | $2.01M | 1.53% | 00.0% | Unchanged |
| Keystone Investors Pte Ltd | 2,413 | $2.00M | 0.24% | −1,674−41.0% | Reduced |
| Ardsley Advisory Partners LP | 2,400 | $1.99M | 0.54% | −2,900−54.7% | Reduced |
| Mayflower Financial Advisors, LLC | 2,398 | $1.99M | 0.30% | +14+0.6% | Added |
| Sentry Investment Management LLC | 2,396 | $1.99M | 0.95% | −557−18.9% | Reduced |
| Prudent Man Advisors, LLC | 2,390 | $1.99M | 0.79% | −320−11.8% | Reduced |
| Boston Trust Walden Corp | 2,381 | $1.98M | 0.02% | +15+0.6% | Added |
| Affinity Investment Advisors, LLC | 2,366 | $1.97M | 1.27% | −433−15.5% | Reduced |
| Harvest Investment Advisors, LLC | 2,364 | $1.96M | 1.76% | −17−0.7% | Reduced |
| Hudson Canyon Capital Management | 2,350 | $1.95M | 1.60% | +2,350 | New |
| Archer Investment Corp | 2,349 | $1.95M | 0.69% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 2,348 | $1.95M | 0.31% | +181+8.4% | Added |
| Great Lakes Retirement, Inc. | 2,342 | $1.95M | 0.35% | +95+4.2% | Added |
| Empire Financial Management Company, LLC | 2,341 | $1.94M | 0.85% | −21−0.9% | Reduced |
| CVA Family Office, LLC | 2,337 | $1.94M | 0.44% | −6−0.3% | Reduced |
| WealthShield Partners, LLC | 2,331 | $1.94M | 0.29% | +46+2.0% | Added |
| Wealthcare Advisory Partners LLC | 2,327 | $1.93M | 0.09% | +372+19.0% | Added |
| Probity Advisors, Inc. | 2,319 | $1.93M | 0.44% | −13−0.6% | Reduced |
| Left Brain Wealth Management, LLC | 2,318 | $1.93M | 1.20% | −22−0.9% | Reduced |
| J.W. Cole Advisors, Inc. | 2,313 | $1.92M | 0.14% | +509+28.2% | Added |
| Wellington Shields Capital Management, LLC | 2,311 | $1.92M | 0.25% | +40+1.8% | Added |
| Foundations Investment Advisors, LLC | 2,305 | $1.91M | 0.06% | +331+16.8% | Added |
| SRN Advisors, LLC | 2,305 | $1.91M | 1.90% | +76+3.4% | Added |
| Leonteq Securities AG | 2,286 | $1.90M | 0.20% | +1,097+92.3% | Added |
| Harbor Investment Advisory, LLC | 2,272 | $1.89M | 0.25% | +42+1.9% | Added |
| Westside Investment Management, Inc. | 2,268 | $1.88M | 0.54% | 00.0% | Unchanged |
| Valliance Asset Management Ltd | 2,265 | $1.88M | 6.84% | +2,265 | New |
| NorthRock Partners, LLC | 2,261 | $1.88M | 0.20% | +730+47.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,151 | $1.87M | 0.02% | +86+4.2% | Added |
| Private Advisory Group LLC | 2,247 | $1.87M | 0.37% | +379+20.3% | Added |
| Cim Investment Mangement Inc | 2,247 | $1.87M | 0.68% | −48−2.1% | Reduced |
| Choate Investment Advisors | 2,242 | $1.86M | 0.07% | +723+47.6% | Added |
| LGT Fund Management Co Ltd. | 2,230 | $1.86M | 0.91% | −120−5.1% | Reduced |
| Tradition Wealth Management, LLC | 2,216 | $1.84M | 0.22% | −95−4.1% | Reduced |
| Arjuna Capital | 2,214 | $1.84M | 0.66% | −93−4.0% | Reduced |
| Zhang Financial LLC | 2,193 | $1.84M | 0.19% | +119+5.7% | Added |
| Chesapeake Asset Management LLC | 2,200 | $1.83M | 1.78% | −120−5.2% | Reduced |
| Genesee Capital Advisors, LLC | 2,181 | $1.81M | 1.30% | −126−5.5% | Reduced |
| Laidlaw Wealth Management LLC | 2,166 | $1.80M | 0.59% | +154+7.7% | Added |
| Coppell Advisory Solutions LLC | 3,193 | $1.79M | 0.64% | +2,878+913.7% | Added |
| Garner Asset Management Corp | 2,149 | $1.78M | 1.07% | −23−1.1% | Reduced |
| Capital Advisors Wealth Management, LLC | 2,147 | $1.78M | 0.47% | +183+9.3% | Added |
| Anderson Hoagland & Co | 2,147 | $1.78M | 0.24% | +2,147 | New |
| Analyst IMS Investment Management Services Ltd. | 2,130 | $1.77M | 0.11% | +25+1.2% | Added |
| Hollencrest Capital Management | 2,133 | $1.77M | 0.20% | −210−9.0% | Reduced |
| Forte Capital LLC | 2,121 | $1.76M | 0.27% | +2,121 | New |
| Rainsberger Wealth Advisors, Inc. | 2,119 | $1.76M | 1.08% | +42+2.0% | Added |
| SkyOak Wealth, LLC | 2,118 | $1.76M | 0.51% | −8−0.4% | Reduced |
| CRA Financial Services, LLC | 2,110 | $1.75M | 0.48% | +50+2.4% | Added |
| Covestor Ltd | 2,100 | $1.75M | 1.32% | +1,711+439.8% | Added |
| Providence Wealth Advisors, LLC | 2,109 | $1.74M | 1.94% | +20+1.0% | Added |
| Cable Hill Partners, LLC | 2,089 | $1.74M | 0.23% | +1,178+129.3% | Added |
| Measured Wealth Private Client Group, LLC | 2,084 | $1.73M | 0.70% | −77−3.6% | Reduced |
| Wealthsource Partners, LLC | 2,080 | $1.73M | 0.12% | −45−2.1% | Reduced |
| Park National Corp | 2,078 | $1.73M | 0.08% | −48−2.3% | Reduced |
| First Commonwealth Financial Corp | 2,076 | $1.72M | 0.58% | −78−3.6% | Reduced |