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 |
|---|---|---|---|---|---|
| Stanley-Laman Group, Ltd. | 1,336 | $1.11M | 0.19% | +1,336 | New |
| CIC Wealth, LLC | 1,333 | $1.11M | 0.40% | +20+1.5% | Added |
| CWA Asset Management Group, LLC | 1,333 | $1.11M | 0.08% | +307+29.9% | Added |
| Lion Street Advisors, LLC | 1,331 | $1.11M | 0.36% | +1,331 | New |
| Community Capital Management, Inc. | 1,330 | $1.10M | 1.76% | −670−33.5% | Reduced |
| Fiduciary Planning LLC | 1,329 | $1.10M | 0.52% | −250−15.8% | Reduced |
| BSW Wealth Partners | 1,329 | $1.10M | 0.25% | −156−10.5% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 1,327 | $1.10M | 0.33% | −196−12.9% | Reduced |
| Wealth Management Associates, Inc. | 1,325 | $1.10M | 0.64% | +18+1.4% | Added |
| Everhart Financial Group, Inc. | 1,310 | $1.09M | 0.46% | +103+8.5% | Added |
| Blueprint Investment Partners LLC | 1,297 | $1.08M | 0.35% | −10−0.8% | Reduced |
| Caldwell Investment Management Ltd. | 1,300 | $1.07M | 1.04% | −900−40.9% | Reduced |
| Parkside Financial Bank & Trust | 1,290 | $1.07M | 0.25% | +64+5.2% | Added |
| Financial Advisors Network, Inc. | 1,281 | $1.06M | 0.24% | +1,281 | New |
| CX Institutional | 1,279 | $1.06M | 0.06% | +34+2.7% | Added |
| NewSquare Capital LLC | 1,273 | $1.06M | 0.11% | −73−5.4% | Reduced |
| Bessemer Securities LLC | 1,273 | $1.06M | 1.46% | −500−28.2% | Reduced |
| Defined Wealth Management, LLC | 1,270 | $1.05M | 0.90% | +10+0.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,268 | $1.05M | 0.08% | +26+2.1% | Added |
| Tennessee Valley Asset Management Partners | 1,259 | $1.05M | 0.34% | −31−2.4% | Reduced |
| Money Concepts Capital Corp | 1,251 | $1.04M | 0.11% | +32+2.6% | Added |
| DB Fitzpatrick & Co, Inc | 1,254 | $1.04M | 1.11% | −18−1.4% | Reduced |
| Eads & Heald Wealth Management | 1,252 | $1.04M | 0.55% | +232+22.7% | Added |
| Raab & Moskowitz Asset Management LLC | 1,250 | $1.04M | 0.37% | −6−0.5% | Reduced |
| Patron Partners Advisors, LLC | 1,249 | $1.04M | 0.77% | +18+1.5% | Added |
| AlphaMark Advisors, LLC | 1,247 | $1.04M | 0.44% | +42+3.5% | Added |
| MONECO Advisors, LLC | 1,245 | $1.03M | 0.28% | −88−6.6% | Reduced |
| Montecito Bank & Trust | 1,244 | $1.03M | 0.24% | +80+6.9% | Added |
| SlateStone Wealth, LLC | 1,244 | $1.03M | 0.15% | −23−1.8% | Reduced |
| Peddock Capital Advisors, LLC | 1,241 | $1.03M | 0.34% | +26+2.1% | Added |
| Perennial Investment Advisors, LLC | 1,240 | $1.03M | 0.19% | +15+1.2% | Added |
| Regent Peak Wealth Advisors LLC | 1,240 | $1.03M | 0.31% | +23+1.9% | Added |
| Deseret Mutual Benefit Administrators | 1,236 | $1.03M | 0.50% | −163−11.7% | Reduced |
| Eqis Capital Management, Inc. | 1,231 | $1.02M | 0.13% | −129−9.5% | Reduced |
| Connecticut Wealth Management, LLC | 1,229 | $1.02M | 0.07% | +478+63.6% | Added |
| New Jersey Better Educational Savings Trust | 1,225 | $1.02M | 2.50% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 1,223 | $1.02M | 0.35% | −50−3.9% | Reduced |
| Trust Co of Toledo NA | 1,222 | $1.01M | 0.20% | +532+77.1% | Added |
| Long Run Wealth Advisors, LLC | 1,222 | $1.01M | 0.33% | −161−11.6% | Reduced |
| Hamilton Capital, LLC | 1,220 | $1.01M | 0.08% | +87+7.7% | Added |
| XML Financial, LLC | 1,214 | $1.01M | 0.12% | −83−6.4% | Reduced |
| Lazari Capital Management, Inc. | 1,214 | $1.01M | 0.60% | 00.0% | Unchanged |
| Abound Wealth Management | 1,213 | $1.01M | 0.43% | +1+0.1% | Added |
| Buckley Wealth Management, LLC | 1,210 | $1.01M | 0.38% | −350−22.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 1,205 | $1.00M | 0.10% | +297+32.7% | Added |
| KG&L Capital Management,LLC | 1,203 | $999.5K | 0.48% | +45+3.9% | Added |
| NBT Bank N A | 1,199 | $995.9K | 0.10% | +925+337.6% | Added |
| Manhattan West Asset Management, LLC | 1,150 | $991.6K | 0.31% | +376+48.6% | Added |
| Capital Markets Trading UK LLP | 1,193 | $991.0K | 0.86% | −1,927−61.8% | Reduced |
| Sutton Wealth Advisors Inc. | 1,193 | $990.9K | 0.49% | +28+2.4% | Added |
| Atom Investors LP | 1,191 | $989.0K | 0.23% | +532+80.7% | Added |
| Mirador Capital Partners LP | 1,187 | $985.9K | 0.22% | +26+2.2% | Added |
| Ti-Trust, Inc | 1,185 | $984.2K | 0.94% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,185 | $984.2K | 0.16% | +196+19.8% | Added |
| Jeppson Wealth Management, LLC | 1,184 | $983.4K | 0.45% | −7−0.6% | Reduced |
| SFMG, LLC | 1,183 | $983.0K | 0.10% | −126−9.6% | Reduced |
| Titleist Asset Management, LLC | 1,178 | $978.4K | 0.20% | −88−7.0% | Reduced |
| V-Square Quantitative Management LLC | 1,177 | $977.6K | 0.43% | +218+22.7% | Added |
| Olistico Wealth, LLC | 1,174 | $975.1K | 0.87% | +40+3.5% | Added |
| Aspen Grove Capital, LLC | 1,165 | $968.0K | 0.36% | −321−21.6% | Reduced |
| First National Bank of Hutchinson | 1,164 | $966.8K | 0.73% | +27+2.4% | Added |
| Pettyjohn, Wood & White, Inc | 1,162 | $965.1K | 0.23% | +60+5.4% | Added |
| Cohen & Steers, Inc. | 1,159 | $963.0K | 0.00% | −445−27.7% | Reduced |
| Private Capital Management LLC | 1,159 | $962.6K | 0.28% | +24+2.1% | Added |
| Bluefin Capital Management, LLC | 1,158 | $961.8K | 0.08% | −542−31.9% | Reduced |
| Aspen Wealth Strategies, LLC | 1,157 | $961.1K | 0.75% | +103+9.8% | Added |
| Bryn Mawr Trust Co | 1,157 | $961.0K | 0.04% | +8+0.7% | Added |
| Crumly & Associates Inc. | 1,156 | $960.2K | 0.38% | −331−22.3% | Reduced |
| Beaumont Asset Management, L.L.C. | 1,155 | $959.3K | 0.79% | −63−5.2% | Reduced |
| Girard Partners Ltd. | 1,154 | $958.9K | 0.11% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 1,154 | $958.0K | 0.06% | −861−42.7% | Reduced |
| Cutler Group LP | 1,147 | $952.0K | 0.15% | −5,019−81.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,141 | $948.0K | 0.07% | −41−3.5% | Reduced |
| CFO4Life Group, LLC | 1,139 | $946.2K | 0.22% | +736+182.6% | Added |
| Community Bank & Trust, Waco, Texas | 2,130 | $946.0K | 0.34% | +148+7.5% | Added |
| Evoke Wealth, LLC | 1,137 | $944.2K | 0.03% | +140+14.0% | Added |
| Grove Bank & Trust | 1,131 | $939.4K | 0.19% | −226−16.7% | Reduced |
| Western Financial Corp | 1,128 | $936.9K | 0.69% | +803+247.1% | Added |
| Morningstar Investment Services LLC | 1,125 | $936.0K | 0.01% | +370+49.0% | Added |
| Warren Averett Asset Management, LLC | 1,126 | $934.9K | 0.04% | +83+8.0% | Added |
| Oxbow Advisors, LLC | 1,116 | $927.0K | 0.15% | −780−41.1% | Reduced |
| Garde Capital, Inc. | 1,111 | $923.0K | 0.08% | +10+0.9% | Added |
| Trust Co of Oklahoma | 1,110 | $921.9K | 0.37% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 1,106 | $919.0K | 0.06% | +5+0.5% | Added |
| Oakworth Capital, Inc. | 1,106 | $918.6K | 0.08% | +2+0.2% | Added |
| Focus Financial Network, Inc. | 1,106 | $918.5K | 0.05% | +182+19.7% | Added |
| PFG Advisors | 1,104 | $917.1K | 0.08% | −30−2.6% | Reduced |
| Investment House LLC | 1,104 | $917.0K | 0.07% | 00.0% | Unchanged |
| Menard Financial Group LLC | 1,101 | $914.5K | 1.32% | +378+52.3% | Added |
| GDS Wealth Management | 1,100 | $913.6K | 0.14% | −68−5.8% | Reduced |
| New Vernon Investment Management LLC | 1,100 | $913.6K | 1.40% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,100 | $913.6K | 0.53% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 1,099 | $912.8K | 0.02% | +661+150.9% | Added |
| PFG Investments, LLC | 1,097 | $910.8K | 0.17% | +129+13.3% | Added |
| Precision Wealth Strategies, LLC | 1,096 | $910.3K | 0.99% | +586+114.9% | Added |
| Astoria Portfolio Advisors LLC. | 1,098 | $907.4K | 0.44% | −228−17.2% | Reduced |
| Hilltop Partners LLC | 1,091 | $906.3K | 0.38% | +242+28.5% | Added |
| KRS Capital Management, LLC | 1,091 | $905.9K | 0.97% | +239+28.1% | Added |
| Dudley Capital Management, LLC | 1,090 | $905.3K | 0.64% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,085 | $901.3K | 0.11% | +63+6.2% | Added |