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 |
|---|---|---|---|---|---|
| BCJ Capital Management, LLC | 873 | $725.1K | 0.07% | +22+2.6% | Added |
| Legacy Wealth Management, LLC | 869 | $721.8K | 0.38% | +15+1.8% | Added |
| Smith, Moore & Co. | 868 | $720.6K | 0.10% | −2−0.2% | Reduced |
| Aaron Wealth Advisors | 867 | $720.1K | 0.09% | +19+2.2% | Added |
| Ami Asset Management Corp | 863 | $716.8K | 0.04% | −5−0.6% | Reduced |
| Camden Capital, LLC | 863 | $716.4K | 0.08% | +79+10.1% | Added |
| Paulson Wealth Management Inc. | 861 | $715.1K | 0.25% | −18−2.0% | Reduced |
| SageView Advisory Group, LLC | 861 | $714.8K | 0.04% | +145+20.3% | Added |
| Quent Capital, LLC | 859 | $713.6K | 0.11% | +120+16.2% | Added |
| JSF Financial, LLC | 854 | $709.3K | 0.27% | +854 | New |
| Mitchell Sinkler & Starr | 851 | $706.8K | 0.22% | +374+78.4% | Added |
| Apeiron RIA LLC | 846 | $702.5K | 0.24% | −50−5.6% | Reduced |
| Shelton Wealth Management, LLC | 845 | $702.1K | 0.56% | +17+2.1% | Added |
| Riverview Trust Co | 845 | $701.8K | 0.62% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 840 | $697.7K | 0.24% | +227+37.0% | Added |
| Sandbox Financial Partners, LLC | 840 | $697.5K | 0.37% | −63−7.0% | Reduced |
| Synergy Financial Group, LTD | 837 | $695.1K | 0.97% | +101+13.7% | Added |
| Albar Capital Ltd | 836 | $694.4K | 0.20% | +836 | New |
| Moss Adams Wealth Advisors LLC | 833 | $694.0K | 0.24% | +17+2.1% | Added |
| Cahaba Wealth Management, Inc. | 835 | $693.8K | 0.08% | −63−7.0% | Reduced |
| Emfo, LLC | 835 | $693.5K | 0.65% | +525+169.4% | Added |
| Virtus ETF Advisers LLC | 833 | $691.9K | 0.42% | −392−32.0% | Reduced |
| Rational Advisors LLC | 824 | $684.4K | 0.06% | −434−34.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 821 | $682.1K | 0.16% | +19+2.4% | Added |
| YHB Investment Advisors, Inc. | 819 | $680.2K | 0.06% | +63+8.3% | Added |
| Main Street Research LLC | 818 | $679.4K | 0.07% | +190+30.3% | Added |
| Morningstar Investment Management LLC | 818 | $679.0K | 0.09% | −280−25.5% | Reduced |
| Glassman Wealth Services | 814 | $676.3K | 0.11% | +160+24.5% | Added |
| Angeles Investment Advisors, LLC | 811 | $673.6K | 0.05% | −122−13.1% | Reduced |
| Veracity Capital LLC | 811 | $673.5K | 0.31% | −299−26.9% | Reduced |
| Klingman & Associates, LLC | 808 | $671.1K | 0.05% | +495+158.1% | Added |
| Gyroscope Capital Management Group, LLC | 807 | $670.3K | 0.15% | −293−26.6% | Reduced |
| Verum Partners LLC | 807 | $670.3K | 0.30% | +137+20.4% | Added |
| Gryphon Financial Partners LLC | 805 | $668.3K | 0.16% | +69+9.4% | Added |
| Northwest Bancshares, Inc. | 803 | $667.0K | 0.13% | −28−3.4% | Reduced |
| Octavia Wealth Advisors, LLC | 803 | $666.6K | 0.14% | +15+1.9% | Added |
| VisionPoint Advisory Group, LLC | 800 | $664.5K | 0.28% | −104−11.5% | Reduced |
| Osher Van de Voorde Investment Management | 800 | $664.5K | 0.17% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 800 | $664.0K | 0.65% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 798 | $662.8K | 0.10% | +62+8.4% | Added |
| Hazlett, Burt & Watson, Inc. | 794 | $660.0K | 0.49% | +32+4.2% | Added |
| Ameliora Wealth Management Ltd. | 794 | $659.5K | 0.39% | +93+13.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 791 | $657.1K | 0.02% | −11−1.4% | Reduced |
| D'Orazio & Associates, Inc. | 791 | $657.0K | 0.15% | +152+23.8% | Added |
| Virtue Capital Management, LLC | 760 | $655.0K | 0.11% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 787 | $653.4K | 0.24% | +104+15.2% | Added |
| Prosperity Financial Group, Inc. | 785 | $652.0K | 0.54% | +40+5.4% | Added |
| Apexium Financial, LP | 780 | $647.9K | 0.06% | +27+3.6% | Added |
| Syntal Capital Partners, LLC | 774 | $642.9K | 0.50% | −1,804−70.0% | Reduced |
| Advisor Resource Council | 772 | $641.2K | 0.42% | +100+14.9% | Added |
| Mattern Wealth Management LLC | 771 | $640.4K | 0.19% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 769 | $638.7K | 0.11% | +14+1.9% | Added |
| Bank Ozk | 765 | $635.4K | 0.35% | +60+8.5% | Added |
| TFB Advisors LLC | 760 | $631.2K | 0.77% | +270+55.1% | Added |
| ICA Group Wealth Management, LLC | 759 | $630.2K | 0.18% | +44+6.2% | Added |
| Quad-Cities Investment Group, LLC | 758 | $629.6K | 0.42% | +2+0.3% | Added |
| Gilder Gagnon Howe & Co LLC | 756 | $627.9K | 0.01% | +367+94.3% | Added |
| Flow State Investments, L.P. | 756 | $627.9K | 0.23% | +756 | New |
| Lester Murray Antman dba SimplyRich | 752 | $624.0K | 0.30% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 748 | $621.2K | 0.10% | +119+18.9% | Added |
| Callahan Advisors, LLC | 743 | $617.2K | 0.08% | +446+150.2% | Added |
| Fiduciary Group LLC | 743 | $617.1K | 0.08% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 756 | $616.5K | 0.61% | +1+0.1% | Added |
| AlphaStar Capital Management, LLC | 742 | $616.3K | 0.08% | +742 | New |
| Berger Financial Group, Inc | 742 | $616.0K | 0.07% | +39+5.5% | Added |
| Capital Wealth Planning, LLC | 741 | $615.5K | 0.01% | +741 | New |
| Tranquility Partners, LLC | 740 | $614.6K | 0.26% | +91+14.0% | Added |
| Jacobsen Capital Management | 737 | $612.1K | 0.33% | −22−2.9% | Reduced |
| Clare Market Investments LLC | 735 | $610.6K | 0.24% | −10−1.3% | Reduced |
| Holistic Financial Partners | 735 | $610.5K | 0.41% | +42+6.1% | Added |
| Gould Asset Management LLC | 733 | $608.8K | 0.17% | +2+0.3% | Added |
| Ninepoint Partners LP | 732 | $608.0K | 0.06% | −309−29.7% | Reduced |
| Provident Investment Management, Inc. | 731 | $607.2K | 0.07% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 730 | $606.3K | 0.44% | +46+6.7% | Added |
| Renasant Bank | 730 | $606.3K | 0.51% | −65−8.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 729 | $605.5K | 0.04% | −5−0.7% | Reduced |
| West Family Investments, Inc. | 729 | $605.5K | 0.21% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 727 | $603.8K | 0.09% | 00.0% | Unchanged |
| Sather Financial Group Inc | 726 | $603.0K | 0.05% | +29+4.2% | Added |
| Enterprise Financial Services Corp | 725 | $602.2K | 0.42% | −28−3.7% | Reduced |
| Autumn Glory Partners, LLC | 724 | $601.3K | 0.37% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 722 | $599.5K | 0.16% | +10+1.4% | Added |
| TIG Advisors, LLC | 721 | $598.8K | 0.03% | −24,117−97.1% | Reduced |
| Atlas Capital Advisors LLC | 720 | $598.0K | 0.10% | −8−1.1% | Reduced |
| Wedge Capital Management L L P | 715 | $593.9K | 0.01% | +6+0.8% | Added |
| Circle Wealth Management, LLC | 715 | $593.9K | 0.01% | +335+88.2% | Added |
| Source Financial Advisors LLC | 714 | $593.4K | 0.20% | +3+0.4% | Added |
| CSS LLC | 710 | $589.7K | 0.05% | +360+102.9% | Added |
| Aurora Private Wealth, Inc. | 709 | $589.0K | 0.65% | +31+4.6% | Added |
| Delta Financial Advisors LLC | 703 | $583.7K | 0.26% | −23−3.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 701 | $582.2K | 0.39% | +137+24.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 698 | $579.7K | 0.31% | +698 | New |
| Gallacher Capital Management LLC | 697 | $579.0K | 0.36% | +312+81.0% | Added |
| Dearborn Partners LLC | 697 | $578.9K | 0.02% | +340+95.2% | Added |
| World Equity Group, Inc. | 693 | $575.6K | 0.12% | +75+12.1% | Added |
| Capula Management Ltd | 693 | $575.6K | 0.04% | +693 | New |
| Stiles Financial Services Inc | 692 | $574.4K | 0.30% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 691 | $573.9K | 0.05% | −325−32.0% | Reduced |
| Accel Wealth Management | 691 | $573.9K | 0.32% | +159+29.9% | Added |
| LexAurum Advisors, LLC | 687 | $570.6K | 0.17% | +32+4.9% | Added |