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 |
|---|---|---|---|---|---|
| Marcum Wealth, LLC | 2,075 | $1.72M | 0.21% | −37−1.8% | Reduced |
| Naviter Wealth, LLC | 2,068 | $1.72M | 0.41% | +8+0.4% | Added |
| Mount Yale Investment Advisors, LLC | 2,065 | $1.72M | 0.19% | −156−7.0% | Reduced |
| Lavaca Capital LLC | 2,064 | $1.71M | 0.62% | −51−2.4% | Reduced |
| Chesapeake Wealth Management | 2,064 | $1.71M | 0.71% | +25+1.2% | Added |
| Belpointe Asset Management LLC | 2,063 | $1.71M | 0.18% | −141−6.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,063 | $1.71M | 0.23% | −85−4.0% | Reduced |
| CenterBook Partners LP | 2,062 | $1.71M | 0.21% | +2,062 | New |
| Green Alpha Advisors, LLC | 2,060 | $1.71M | 1.31% | −369−15.2% | Reduced |
| Triangle Securities Wealth Management | 2,060 | $1.71M | 0.61% | −32−1.5% | Reduced |
| Lederer & Associates Investment Counsel | 2,055 | $1.71M | 1.36% | +42+2.1% | Added |
| Redmond Asset Management, LLC | 2,035 | $1.69M | 0.60% | −2−0.1% | Reduced |
| Cullinan Associates Inc | 2,031 | $1.69M | 0.10% | +31+1.6% | Added |
| Northern Financial Advisors Inc | 2,029 | $1.69M | 1.54% | −62−3.0% | Reduced |
| Salem Investment Counselors Inc | 2,029 | $1.69M | 0.06% | +1,860+1,100.6% | Added |
| Ropes Wealth Advisors LLC | 2,023 | $1.68M | 0.33% | −70−3.3% | Reduced |
| Studio Investment Management LLC | 2,015 | $1.67M | 0.47% | +1,235+158.3% | Added |
| West Paces Advisors Inc. | 2,014 | $1.67M | 0.52% | −378−15.8% | Reduced |
| Sanders Morris Harris LLC | 2,018 | $1.67M | 0.34% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 2,011 | $1.67M | 0.13% | +410+25.6% | Added |
| Legacy Wealth Asset Management, LLC | 2,005 | $1.67M | 0.61% | −303−13.1% | Reduced |
| Brighton Jones LLC | 2,004 | $1.66M | 0.08% | +423+26.8% | Added |
| InterOcean Capital Group, LLC | 2,001 | $1.66M | 0.05% | +443+28.4% | Added |
| Jefferies Financial Group Inc. | 2,000 | $1.66M | 0.04% | −9,681−82.9% | Reduced |
| Lumina Fund Management LLC | 2,000 | $1.66M | 0.80% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,996 | $1.66M | 0.41% | +112+5.9% | Added |
| Group One Trading, L.P. | 1,995 | $1.66M | 0.07% | +1,995 | New |
| TrinityPoint Wealth, LLC | 1,994 | $1.66M | 0.33% | −208−9.4% | Reduced |
| Trust Co of Vermont | 1,990 | $1.65M | 0.11% | +82+4.3% | Added |
| Orca Investment Management, LLC | 1,985 | $1.65M | 1.83% | +183+10.2% | Added |
| IAM Advisory, LLC | 1,983 | $1.65M | 0.58% | +36+1.8% | Added |
| Atlantic Trust, LLC | 1,975 | $1.64M | 0.54% | +1,791+973.4% | Added |
| Cavalier Investments, LLC | 1,969 | $1.64M | 0.64% | +70+3.7% | Added |
| Old National Bancorp | 1,968 | $1.63M | 0.05% | +189+10.6% | Added |
| Sweet Financial Partners, LLC | 1,954 | $1.62M | 0.43% | −177−8.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,949 | $1.62M | 0.19% | −71−3.5% | Reduced |
| Forza Wealth Management, LLC | 1,945 | $1.62M | 0.83% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,939 | $1.61M | 0.07% | +301+18.4% | Added |
| PYA Waltman Capital, LLC | 1,938 | $1.61M | 0.68% | +74+4.0% | Added |
| Vise Technologies, Inc. | 1,935 | $1.61M | 0.40% | −265−12.0% | Reduced |
| EPG Wealth Management LLC | 1,928 | $1.60M | 0.48% | −166−7.9% | Reduced |
| Lifeworks Advisors, LLC | 1,916 | $1.59M | 0.62% | −450−19.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,910 | $1.59M | 0.35% | +550+40.4% | Added |
| CSU Producer Resources, Inc. | 1,900 | $1.58M | 6.03% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,895 | $1.57M | 0.05% | +67+3.7% | Added |
| West Branch Capital LLC | 1,890 | $1.57M | 0.82% | +1+0.1% | Added |
| Accurate Wealth Management, LLC | 1,769 | $1.57M | 0.49% | +207+13.3% | Added |
| Waldron Private Wealth LLC | 1,884 | $1.56M | 0.08% | +19+1.0% | Added |
| Eudaimonia Partners, LLC | 1,876 | $1.56M | 0.38% | −26−1.4% | Reduced |
| Griffin Asset Management, Inc. | 1,870 | $1.55M | 0.22% | −65−3.4% | Reduced |
| Matrix Trust Co | 1,862 | $1.55M | 0.40% | −718−27.8% | Reduced |
| Patton Albertson Miller Group, LLC | 1,862 | $1.55M | 0.30% | −138−6.9% | Reduced |
| Cutter & CO Brokerage, Inc. | 1,861 | $1.55M | 0.45% | −75−3.9% | Reduced |
| Davidson Capital Management Inc. | 1,858 | $1.54M | 0.77% | −11−0.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,855 | $1.54M | 0.25% | +147+8.6% | Added |
| GPS Wealth Strategies Group, LLC | 1,853 | $1.54M | 0.30% | +124+7.2% | Added |
| South Street Advisors LLC | 1,849 | $1.54M | 0.31% | +1,849 | New |
| Anchor Investment Management, LLC | 1,846 | $1.53M | 0.20% | +121+7.0% | Added |
| MTM Investment Management, LLC | 1,841 | $1.53M | 0.77% | −1−0.1% | Reduced |
| Waterloo Capital, L.P. | 1,841 | $1.53M | 0.45% | +127+7.4% | Added |
| Mendel Money Management | 1,841 | $1.53M | 0.82% | +56+3.1% | Added |
| Venturi Wealth Management, LLC | 1,840 | $1.53M | 0.12% | +489+36.2% | Added |
| Pier 88 Investment Partners LLC | 1,840 | $1.53M | 0.38% | −1,130−38.0% | Reduced |
| Balboa Wealth Partners | 1,837 | $1.53M | 0.57% | +444+31.9% | Added |
| Argus Investors' Counsel, Inc. | 1,825 | $1.52M | 1.09% | −445−19.6% | Reduced |
| Doliver Advisors, LP | 1,823 | $1.51M | 0.46% | −11−0.6% | Reduced |
| Shepherd Financial Partners LLC | 1,822 | $1.51M | 0.24% | +128+7.6% | Added |
| Financial Insights, Inc. | 1,798 | $1.51M | 0.54% | +41+2.3% | Added |
| Oak Harbor Wealth Partners, LLC | 1,820 | $1.51M | 0.54% | +107+6.2% | Added |
| Main Street Financial Solutions, LLC | 1,805 | $1.50M | 0.21% | +23+1.3% | Added |
| Magnus Financial Group LLC | 1,802 | $1.50M | 0.22% | +37+2.1% | Added |
| North Star Asset Management Inc | 1,802 | $1.50M | 0.09% | +25+1.4% | Added |
| PKO Investment Management Joint-Stock Co | 1,800 | $1.50M | 0.20% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,789 | $1.49M | 0.60% | +630+54.4% | Added |
| Financial Advocates Investment Management | 1,789 | $1.49M | 0.11% | +698+64.0% | Added |
| Americana Partners, LLC | 1,785 | $1.48M | 0.16% | −537−23.1% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 1,785 | $1.48M | 0.44% | −259−12.7% | Reduced |
| Commons Capital, LLC | 1,779 | $1.48M | 2.55% | −957−35.0% | Reduced |
| Prosperity Consulting Group, LLC | 1,764 | $1.46M | 0.67% | +260+17.3% | Added |
| Founders Financial Securities LLC | 1,760 | $1.46M | 0.19% | −61−3.3% | Reduced |
| Redwood Wealth Management Group, LLC | 1,758 | $1.46M | 1.71% | +91+5.5% | Added |
| Rehmann Capital Advisory Group | 1,756 | $1.46M | 0.14% | −145−7.6% | Reduced |
| Dark Forest Capital Management LP | 1,753 | $1.46M | 0.12% | +1,038+145.2% | Added |
| Fortis Capital Management LLC | 1,747 | $1.45M | 0.45% | +164+10.4% | Added |
| Colton Groome Financial Advisors, LLC | 1,740 | $1.45M | 0.72% | +55+3.3% | Added |
| Magnolia Capital Advisors LLC | 1,716 | $1.44M | 1.38% | −85−4.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,726 | $1.43M | 0.16% | +87+5.3% | Added |
| Castle Rock Wealth Management, LLC | 1,707 | $1.43M | 0.48% | +164+10.6% | Added |
| Intrua Financial, LLC | 1,722 | $1.43M | 0.26% | −118−6.4% | Reduced |
| Phillips Wealth Planners LLC | 1,645 | $1.43M | 1.93% | −88−5.1% | Reduced |
| Cravens & Co Advisors, LLC | 1,718 | $1.43M | 1.34% | +4+0.2% | Added |
| Wolff Wiese Magana LLC | 1,716 | $1.43M | 1.16% | +1,701+11,340.0% | Added |
| JT Stratford LLC | 1,714 | $1.42M | 0.37% | +106+6.6% | Added |
| Bedell Frazier Investment Counseling, LLC | 1,710 | $1.42M | 0.42% | −9−0.5% | Reduced |
| River Street Advisors LLC | 1,708 | $1.42M | 1.34% | +226+15.2% | Added |
| Bensler, LLC | 1,708 | $1.42M | 0.27% | +1,708 | New |
| Guinness Atkinson Asset Management Inc | 1,708 | $1.42M | 0.79% | −342−16.7% | Reduced |
| Great Diamond Partners, LLC | 1,707 | $1.42M | 0.38% | +29+1.7% | Added |
| Creegan & Nassoura Financial Group, LLC | 1,704 | $1.42M | 1.10% | −50−2.9% | Reduced |
| Simmons Bank | 1,689 | $1.40M | 0.12% | +112+7.1% | Added |