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; 4,855 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 | 4,855 | $1.40T |
| Q1 2026 | 4,706 | $1.12T |
| Q4 2025 | 4,729 | $1.27T |
| Q3 2025 | 4,295 | $1.17T |
| Q2 2025 | 4,090 | $996.4B |
| Q1 2025 | 3,825 | $597.5B |
| Q4 2024 | 3,918 | $828.2B |
| Q3 2024 | 3,417 | $605.9B |
| Q2 2024 | 3,279 | $561.2B |
| Q1 2024 | 3,070 | $469.0B |
| Q4 2023 | 2,878 | $398.6B |
| Q3 2023 | 2,465 | $277.0B |
| Q2 2023 | 2,393 | $287.4B |
| Q1 2023 | 2,208 | $214.8B |
| Q4 2022 | 2,145 | $189.1B |
| Q3 2022 | 2,012 | $148.9B |
| Q2 2022 | 2,001 | $158.2B |
| Q1 2022 | 2,057 | $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 |
|---|---|---|---|---|---|
| Notis-McConarty Edward | 1,080 | $897.0K | 0.37% | −365−25.3% | Reduced |
| Austin Private Wealth, LLC | 1,078 | $895.4K | 0.13% | −196−15.4% | Reduced |
| Spinnaker Trust | 1,076 | $893.7K | 0.07% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,075 | $893.0K | 0.19% | −15−1.4% | Reduced |
| MBL Wealth, LLC | 1,070 | $888.7K | 0.13% | −10−0.9% | Reduced |
| Evermay Wealth Management LLC | 1,069 | $887.9K | 0.18% | −233−17.9% | Reduced |
| Lloyd Advisory Services, LLC. | 1,069 | $887.7K | 0.29% | +1,069 | New |
| Norden Group LLC | 1,069 | $887.7K | 0.29% | +1,069 | New |
| Vicus Capital | 1,069 | $887.7K | 0.09% | +220+25.9% | Added |
| Inceptionr LLC | 1,065 | $884.6K | 0.50% | +561+111.3% | Added |
| First Financial Corp | 1,063 | $882.9K | 0.52% | +916+623.1% | Added |
| Allred Capital Management, LLC | 1,061 | $881.3K | 0.44% | +48+4.7% | Added |
| Howard Financial Services, Ltd. | 1,061 | $881.2K | 0.20% | +17+1.6% | Added |
| Lokken Investment Group LLC | 1,059 | $879.6K | 0.58% | +69+7.0% | Added |
| Strategic Blueprint, LLC | 1,058 | $879.1K | 0.08% | +79+8.1% | Added |
| Center for Financial Planning, Inc. | 1,054 | $875.4K | 0.19% | −2−0.2% | Reduced |
| Personal Cfo Solutions, LLC | 1,053 | $875.4K | 0.17% | +8+0.8% | Added |
| Worldquant Millennium Advisors LLC | 1,050 | $872.1K | 0.01% | +1,050 | New |
| Apriem Advisors | 1,044 | $867.1K | 0.13% | +304+41.1% | Added |
| Quantum Financial Advisors, LLC | 1,041 | $864.6K | 0.25% | +229+28.2% | Added |
| Petra Financial Advisors Inc | 1,039 | $862.8K | 0.72% | +1,039 | New |
| Aspiriant, LLC | 1,038 | $862.1K | 0.04% | +182+21.3% | Added |
| Golden Green, Inc. | 1,036 | $860.5K | 0.90% | −41−3.8% | Reduced |
| Raleigh Capital Management Inc. | 1,035 | $859.7K | 0.44% | +27+2.7% | Added |
| Retirement Guys Formula LLC | 1,029 | $854.6K | 0.59% | +191+22.8% | Added |
| SignalPoint Asset Management, LLC | 1,023 | $849.7K | 0.27% | +13+1.3% | Added |
| Edmond de Rothschild Holding S.A. | 1,021 | $848.0K | 0.02% | −237−18.8% | Reduced |
| Gilman Hill Asset Management, LLC | 1,021 | $848.0K | 0.17% | −95−8.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 1,020 | $847.2K | 0.05% | +552+117.9% | Added |
| Cito Capital Group, LLC | 1,015 | $843.0K | 0.41% | −500−33.0% | Reduced |
| Neville Rodie & Shaw Inc | 1,015 | $843.0K | 0.08% | 00.0% | Unchanged |
| Ted Buchan & Co | 1,014 | $842.2K | 0.68% | −64−5.9% | Reduced |
| Valley National Advisers Inc | 1,013 | $841.0K | 0.15% | +41+4.2% | Added |
| Aprio Wealth Management, LLC | 1,010 | $839.0K | 0.23% | +418+70.6% | Added |
| Redwood Investment Management, LLC | 1,009 | $838.0K | 0.07% | −1,050−51.0% | Reduced |
| Five Oceans Advisors | 1,006 | $835.6K | 0.54% | +5+0.5% | Added |
| LCM Capital Management Inc | 1,004 | $834.0K | 0.68% | +87+9.5% | Added |
| Clal Insurance Enterprises Holdings Ltd | 1,000 | $831.0K | 0.01% | 00.0% | Unchanged |
| RBF Capital, LLC | 1,000 | $830.6K | 0.05% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 1,000 | $830.6K | 0.59% | 00.0% | Unchanged |
| Telemus Capital, LLC | 999 | $829.7K | 0.08% | −39−3.8% | Reduced |
| American State Bank (Iowa) | 998 | $828.9K | 0.59% | +4+0.4% | Added |
| Community Financial Services Group, LLC | 997 | $828.1K | 0.21% | +997 | New |
| Columbus Macro, LLC | 992 | $823.9K | 0.35% | −207−17.3% | Reduced |
| Harvest Investment Services, LLC | 988 | $820.6K | 0.53% | +988 | New |
| Gradient Capital Advisors, LLC | 986 | $819.3K | 0.34% | +11+1.1% | Added |
| Stableford Capital II LLC | 990 | $818.5K | 0.38% | +15+1.5% | Added |
| Opus Capital Group, LLC | 982 | $816.0K | 0.14% | −341−25.8% | Reduced |
| Fiera Capital Corp | 982 | $815.6K | 0.00% | 00.0% | Unchanged |
| Peninsula Wealth, LLC | 946 | $815.3K | 0.19% | +43+4.8% | Added |
| Driehaus Capital Management LLC | 981 | $814.8K | 0.01% | +247+33.7% | Added |
| Park Place Capital Corp | 979 | $813.1K | 0.24% | −127−11.5% | Reduced |
| Fort Point Capital Partners LLC | 979 | $813.1K | 0.13% | −98−9.1% | Reduced |
| Aspire Private Capital, LLC | 978 | $812.9K | 0.26% | −213−17.9% | Reduced |
| XR Securities LLC | 973 | $808.2K | 1.11% | −284−22.6% | Reduced |
| Mission Creek Capital Partners, Inc. | 973 | $808.0K | 0.27% | −21−2.1% | Reduced |
| United Asset Strategies, Inc. | 972 | $807.3K | 0.10% | +198+25.6% | Added |
| Commonwealth Financial Services, LLC | 969 | $805.1K | 0.24% | +969 | New |
| Michael S. Ryan, Inc. | 956 | $804.4K | 0.77% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 966 | $802.3K | 0.58% | +966 | New |
| FSM Wealth Advisors, LLC | 965 | $801.9K | 0.40% | −354−26.8% | Reduced |
| Hartford Funds Management Co LLC | 961 | $798.6K | 0.08% | +581+152.9% | Added |
| Highlander Capital Management, LLC | 960 | $797.0K | 0.31% | −100−9.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 959 | $796.1K | 0.19% | +453+89.5% | Added |
| Reuter James Wealth Management, LLC | 958 | $795.7K | 0.60% | −53−5.2% | Reduced |
| Alpha Cubed Investments, LLC | 956 | $794.3K | 0.05% | +166+21.0% | Added |
| Colonial River Wealth Management, LLC | 954 | $792.4K | 0.52% | +954 | New |
| SRS Capital Advisors, Inc. | 949 | $788.9K | 0.10% | +211+28.6% | Added |
| ASB Consultores, LLC | 946 | $785.7K | 0.31% | −378−28.5% | Reduced |
| Osborne Partners Capital Management, LLC | 946 | $785.7K | 0.06% | −210−18.2% | Reduced |
| Canandaigua National Bank & Trust Co | 946 | $785.7K | 0.13% | −54−5.4% | Reduced |
| Manchester Capital Management LLC | 946 | $785.7K | 0.12% | +23+2.5% | Added |
| Carlson Capital Management | 941 | $781.6K | 0.05% | +39+4.3% | Added |
| Channel Wealth LLC | 940 | $780.7K | 0.44% | −243−20.5% | Reduced |
| Prestige Wealth Management Group LLC | 934 | $776.0K | 0.19% | +5+0.5% | Added |
| Independence Bank of Kentucky | 926 | $769.1K | 0.32% | −40−4.1% | Reduced |
| Castle Wealth Management LLC | 925 | $768.3K | 0.55% | +187+25.3% | Added |
| Keel Point, LLC | 920 | $764.5K | 0.10% | −87−8.6% | Reduced |
| West Wealth Group, LLC | 919 | $763.4K | 0.33% | −14−1.5% | Reduced |
| Emerald Advisors, LLC | 919 | $763.4K | 0.18% | −194−17.4% | Reduced |
| Simon Quick Advisors, LLC | 917 | $761.8K | 0.07% | +294+47.2% | Added |
| Matrix Private Capital Group LLC | 916 | $760.8K | 0.57% | +4+0.4% | Added |
| Biltmore Family Office, LLC | 910 | $755.8K | 0.17% | −10−1.1% | Reduced |
| Jacobi Capital Management LLC | 909 | $755.3K | 0.09% | +9+1.0% | Added |
| Summit Financial Wealth Advisors, LLC | 839 | $753.3K | 0.19% | −109−11.5% | Reduced |
| Cottage Street Advisors LLC | 904 | $751.0K | 0.55% | +101+12.6% | Added |
| Baker Avenue Asset Management, LP | 903 | $750.3K | 0.04% | +45+5.2% | Added |
| Syntax Research, Inc. | 901 | $748.2K | 0.61% | +901 | New |
| CastleKnight Management LP | 900 | $747.5K | 0.13% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 899 | $747.0K | 0.25% | −32−3.4% | Reduced |
| Financial & Tax Architects, LLC | 899 | $746.7K | 0.23% | +161+21.8% | Added |
| Fidelity D & D Bancorp Inc | 898 | $745.9K | 0.77% | +898 | New |
| ABLE Financial Group, LLC | 894 | $742.5K | 0.37% | −93−9.4% | Reduced |
| OmniStar Financial Group, Inc. | 874 | $740.8K | 0.88% | +192+28.2% | Added |
| Lineweaver Wealth Advisors, LLC | 882 | $734.2K | 0.21% | +882 | New |
| Moloney Securities Asset Management, LLC | 881 | $731.8K | 0.13% | −49−5.3% | Reduced |
| Syntegra Private Wealth Group, LLC | 879 | $730.3K | 0.11% | −36−3.9% | Reduced |
| Legacy Capital Group California, Inc. | 877 | $728.4K | 0.31% | +6+0.7% | Added |
| Capital Asset Advisory Services LLC | 830 | $726.1K | 0.05% | +48+6.1% | Added |
| Coastline Trust Co | 874 | $725.9K | 0.11% | +146+20.1% | Added |