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 |
|---|---|---|---|---|---|
| Bard Financial Services, Inc. | 1,665 | $1.38M | 0.17% | −35−2.1% | Reduced |
| CTC Alternative Strategies, Ltd. | 1,665 | $1.38M | 2.61% | +1,665 | New |
| Stokes Family Office, LLC | 1,662 | $1.38M | 0.16% | +816+96.5% | Added |
| First County Bank | 1,657 | $1.38M | 0.72% | +118+7.7% | Added |
| Insigneo Advisory Services, LLC | 1,654 | $1.37M | 0.28% | +86+5.5% | Added |
| Twin Focus Capital Partners, LLC | 1,653 | $1.37M | 0.31% | −348−17.4% | Reduced |
| ICW Investment Advisors LLC | 1,646 | $1.37M | 0.73% | +132+8.7% | Added |
| Seascape Capital Management | 1,645 | $1.37M | 0.65% | −13−0.8% | Reduced |
| Pearl River Capital, LLC | 1,641 | $1.36M | 0.21% | +1,641 | New |
| Physicians Financial Services, Inc. | 1,628 | $1.35M | 0.55% | 00.0% | Unchanged |
| NVWM, LLC | 1,627 | $1.35M | 0.44% | −10−0.6% | Reduced |
| PDS Planning, Inc | 1,618 | $1.34M | 0.17% | +40+2.5% | Added |
| Herold Advisors, Inc. | 1,617 | $1.34M | 0.41% | +1,181+270.9% | Added |
| KC Investment Advisors, LLC | 1,611 | $1.34M | 0.87% | +144+9.8% | Added |
| Marietta Investment Partners LLC | 1,610 | $1.34M | 0.37% | −5−0.3% | Reduced |
| Baader Bank INC | 1,615 | $1.33M | 0.12% | −135−7.7% | Reduced |
| Essex Financial Services, Inc. | 1,606 | $1.33M | 0.15% | +28+1.8% | Added |
| Regal Investment Advisors LLC | 1,603 | $1.33M | 0.11% | +101+6.7% | Added |
| Two Sigma Investments, LP | 1,600 | $1.33M | 0.00% | +1,600 | New |
| Haverford Trust Co | 1,586 | $1.32M | 0.02% | 00.0% | Unchanged |
| Taylor & Morgan Wealth Management, LLC | 1,583 | $1.31M | 1.18% | −253−13.8% | Reduced |
| Catalyst Financial Partners LLC | 1,580 | $1.31M | 0.42% | +162+11.4% | Added |
| Valley Brook Capital Group | 1,575 | $1.31M | 1.29% | +105+7.1% | Added |
| Davis R M Inc | 1,573 | $1.31M | 0.03% | −107−6.4% | Reduced |
| Provence Wealth Management Group | 1,573 | $1.31M | 0.80% | +24+1.5% | Added |
| Hanlon Investment Management, Inc. | 1,569 | $1.30M | 0.39% | −369−19.0% | Reduced |
| AXS Investments LLC | 1,568 | $1.30M | 0.34% | −283−15.3% | Reduced |
| BBR Partners, LLC | 1,564 | $1.30M | 0.15% | +720+85.3% | Added |
| Wellington Shields & Co., LLC | 1,560 | $1.30M | 0.32% | +10+0.6% | Added |
| Strategic Investment Solutions, Inc. | 1,493 | $1.29M | 0.02% | +1,470+6,391.3% | Added |
| Chicago Trust Co NA | 1,556 | $1.29M | 0.32% | −37−2.3% | Reduced |
| Altus Wealth Group LLC | 1,551 | $1.29M | 0.82% | −23−1.5% | Reduced |
| E&G Advisors, LP | 1,550 | $1.29M | 0.47% | −60−3.7% | Reduced |
| Ignite Planners, LLC | 1,562 | $1.29M | 0.39% | +106+7.3% | Added |
| Brady Family Wealth, LLC | 1,547 | $1.28M | 0.50% | +8+0.5% | Added |
| Rathbone Brothers plc | 1,541 | $1.28M | 0.01% | +826+115.5% | Added |
| Millennium Capital Advisors, LLC | 1,536 | $1.28M | 1.09% | −2−0.1% | Reduced |
| Navalign, LLC | 1,536 | $1.28M | 0.48% | +41+2.7% | Added |
| WBI Investments | 1,534 | $1.27M | 0.26% | −2,924−65.6% | Reduced |
| Core Alternative Capital | 1,531 | $1.27M | 0.20% | +1,083+241.7% | Added |
| Cubist Systematic Strategies, LLC | 1,528 | $1.27M | 0.02% | +1,522+25,366.7% | Added |
| Optimum Investment Advisors | 1,524 | $1.27M | 0.65% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 1,523 | $1.26M | 0.17% | −250−14.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 1,522 | $1.26M | 0.37% | −84−5.2% | Reduced |
| Strengthening Families & Communities, LLC | 1,516 | $1.26M | 0.54% | +196+14.8% | Added |
| AdvisorNet Financial, Inc | 1,514 | $1.26M | 0.11% | +623+69.9% | Added |
| LRT Capital Management, LLC | 1,513 | $1.26M | 0.87% | +1,513 | New |
| Chilton Investment Co LLC | 1,512 | $1.26M | 0.04% | +745+97.1% | Added |
| Proequities, Inc. | 1,508 | $1.25M | 0.10% | +125+9.0% | Added |
| Innovis Asset Management LLC | 1,501 | $1.25M | 0.48% | +7+0.5% | Added |
| Nikulski Financial, Inc. | 1,501 | $1.25M | 0.52% | +44+3.0% | Added |
| JBF Capital, Inc. | 1,500 | $1.25M | 0.28% | +1,500 | New |
| Exencial Wealth Advisors, LLC | 1,497 | $1.24M | 0.06% | −2,052−57.8% | Reduced |
| Leelyn Smith, LLC | 1,491 | $1.24M | 0.30% | −29−1.9% | Reduced |
| Avidian Wealth Solutions, LLC | 1,489 | $1.24M | 0.09% | −130−8.0% | Reduced |
| Cedar Brook Financial Partners, LLC | 1,486 | $1.23M | 0.32% | −387−20.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,482 | $1.23M | 0.20% | −2,058−58.1% | Reduced |
| Oak Grove Capital LLC | 1,480 | $1.23M | 0.48% | +629+73.9% | Added |
| Childress Capital Advisors, LLC | 1,479 | $1.23M | 0.40% | +1,479 | New |
| Ogorek Anthony Joseph | 1,477 | $1.23M | 0.48% | −8−0.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,476 | $1.23M | 0.08% | +432+41.4% | Added |
| Proficio Capital Partners LLC | 1,475 | $1.23M | 0.16% | +75+5.4% | Added |
| Geller Advisors LLC | 1,475 | $1.23M | 0.14% | −1,305−46.9% | Reduced |
| Center For Asset Management LLC | 1,472 | $1.22M | 1.22% | +764+107.9% | Added |
| Meridian Wealth Advisors, LLC | 1,470 | $1.22M | 0.31% | +17+1.2% | Added |
| Legacy Financial Advisors, Inc. | 1,469 | $1.22M | 0.24% | +90+6.5% | Added |
| Allstate Corp | 1,469 | $1.22M | 0.07% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 1,454 | $1.21M | 0.28% | +318+28.0% | Added |
| AMG National Trust Bank | 1,448 | $1.20M | 0.04% | −104−6.7% | Reduced |
| GoalVest Advisory LLC | 1,448 | $1.20M | 0.60% | +87+6.4% | Added |
| Tiedemann Advisors, LLC | 1,445 | $1.20M | 0.05% | −3−0.2% | Reduced |
| Drive Wealth Management, LLC | 1,442 | $1.20M | 0.44% | −153−9.6% | Reduced |
| Resonant Capital Advisors, LLC | 1,442 | $1.20M | 0.13% | +95+7.1% | Added |
| Coastal Investment Advisors, Inc. | 1,380 | $1.20M | 0.28% | −45−3.2% | Reduced |
| Hartford Financial Management Inc. | 1,439 | $1.20M | 0.31% | +21+1.5% | Added |
| New England Research & Management, Inc. | 1,436 | $1.19M | 0.68% | +1,436 | New |
| Rockland Trust Co | 1,422 | $1.18M | 0.07% | −69−4.6% | Reduced |
| Greenwich Wealth Management LLC | 1,419 | $1.18M | 0.12% | −48−3.3% | Reduced |
| Carolinas Wealth Consulting LLC | 1,398 | $1.18M | 0.29% | −107−7.1% | Reduced |
| True North Advisors, LLC | 1,409 | $1.17M | 0.36% | +58+4.3% | Added |
| Central Bank & Trust Co | 1,408 | $1.17M | 0.20% | +20+1.4% | Added |
| Smithfield Trust Co | 1,412 | $1.17M | 0.07% | −5−0.4% | Reduced |
| Zimmermann Investment Management & Planning LLC | 1,407 | $1.17M | 0.56% | +18+1.3% | Added |
| Johnson & White Wealth Management, LLC | 1,396 | $1.16M | 1.05% | −34−2.4% | Reduced |
| Avestar Capital, LLC | 1,396 | $1.16M | 0.18% | +176+14.4% | Added |
| Ronald Blue Trust, Inc. | 1,335 | $1.16M | 0.02% | +739+124.0% | Added |
| Paragon Capital Management Inc | 1,394 | $1.16M | 0.99% | +680+95.2% | Added |
| Value Partners Investments Inc. | 1,383 | $1.15M | 0.10% | −197−12.5% | Reduced |
| Ellsworth Advisors, LLC | 1,319 | $1.14M | 0.41% | +250+23.4% | Added |
| Ramirez Asset Management, Inc. | 1,374 | $1.14M | 0.25% | +1,374 | New |
| Hoey Investments, Inc | 1,368 | $1.14M | 0.38% | +370+37.1% | Added |
| Clark Financial Services Group Inc | 1,367 | $1.14M | 1.55% | −17−1.2% | Reduced |
| Richard W. Paul & Associates, LLC | 1,366 | $1.13M | 0.52% | −210−13.3% | Reduced |
| Pinnacle Financial Partners Inc | 1,363 | $1.13M | 0.03% | −458−25.2% | Reduced |
| Windsor Capital Management, LLC | 1,344 | $1.12M | 0.39% | −148−9.9% | Reduced |
| J. W. Coons Advisors, LLC | 1,341 | $1.11M | 0.32% | +65+5.1% | Added |
| Princeton Capital Management LLC | 1,338 | $1.11M | 0.51% | +1,338 | New |
| Chicago Partners Investment Group LLC | 1,288 | $1.11M | 0.06% | +204+18.8% | Added |
| Institutional & Family Asset Management, LLC | 1,337 | $1.11M | 0.18% | −36−2.6% | Reduced |
| MCF Advisors LLC | 1,336 | $1.11M | 0.10% | +12+0.9% | Added |