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 |
|---|---|---|---|---|---|
| WSFS Capital Management, LLC | 686 | $569.8K | 0.04% | +411+149.5% | Added |
| Blodgett Wealth Advisors, LLC | 685 | $568.9K | 0.63% | +685 | New |
| Baldwin Brothers Inc | 682 | $566.5K | 0.05% | −56−7.6% | Reduced |
| Sara-Bay Financial | 682 | $566.5K | 0.29% | −21−3.0% | Reduced |
| Advisor OS, LLC | 678 | $563.0K | 0.08% | −768−53.1% | Reduced |
| Northcape Wealth Management, LLC | 677 | $562.6K | 0.22% | −137−16.8% | Reduced |
| Transatlantique Private Wealth LLC | 675 | $560.6K | 0.30% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 674 | $559.8K | 0.02% | +674 | New |
| Monticello Wealth Management, LLC | 672 | $558.0K | 0.06% | +367+120.3% | Added |
| Elevatus Welath Management | 671 | $557.3K | 0.50% | +45+7.2% | Added |
| Alera Investment Advisors, LLC | 670 | $556.6K | 0.09% | −30−4.3% | Reduced |
| Malaga Cove Capital, LLC | 666 | $553.2K | 0.26% | −18−2.6% | Reduced |
| Zullo Investment Group, Inc. | 664 | $551.7K | 0.32% | +5+0.8% | Added |
| Guyasuta Investment Advisors Inc | 664 | $551.5K | 0.04% | −17−2.5% | Reduced |
| Webster Bank, N. A. | 662 | $549.8K | 0.07% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 661 | $549.0K | 0.10% | −3−0.5% | Reduced |
| Live Oak Investment Partners | – | $546.5K | 0.47% | – | – |
| Ssi Investment Management LLC | 655 | $544.0K | 0.04% | −5−0.8% | Reduced |
| Sage Rhino Capital LLC | 654 | $542.8K | 0.15% | −8−1.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 653 | $542.4K | 0.27% | +159+32.2% | Added |
| Fairhaven Wealth Management, LLC | 653 | $542.4K | 0.22% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 652 | $541.2K | 0.12% | +34+5.5% | Added |
| Campbell & CO Investment Adviser LLC | 651 | $540.7K | 0.06% | +28+4.5% | Added |
| Inlet Private Wealth, LLC | 649 | $539.0K | 0.18% | −432−40.0% | Reduced |
| Keudell/Morrison Wealth Management | 648 | $538.2K | 0.16% | −43−6.2% | Reduced |
| Tiemann Investment Advisors, LLC | 647 | $537.4K | 0.29% | −3−0.5% | Reduced |
| Callan Capital, LLC | 647 | $537.3K | 0.06% | +169+35.4% | Added |
| Aft, Forsyth & Company, Inc. | 642 | $533.2K | 0.39% | +105+19.6% | Added |
| Kades & Cheifetz LLC | 640 | $531.7K | 0.42% | +11+1.7% | Added |
| Valmark Advisers, Inc. | 640 | $531.6K | 0.01% | +59+10.2% | Added |
| Douglas Lane & Associates, LLC | 639 | $530.4K | 0.01% | +9+1.4% | Added |
| Keystone Financial Group | 637 | $528.7K | 0.09% | +34+5.6% | Added |
| Cornerstone Wealth Management, LLC | 635 | $527.9K | 0.05% | +87+15.9% | Added |
| Horizon Family Wealth, Inc. | 632 | $524.6K | 0.51% | +40+6.8% | Added |
| Peoples Bank | 631 | $524.1K | 0.34% | −118−15.8% | Reduced |
| Sabal Trust CO | 630 | $523.3K | 0.03% | +129+25.7% | Added |
| Red Door Wealth Management, LLC | 626 | $519.9K | 0.13% | −1,484−70.3% | Reduced |
| BKD Wealth Advisors, LLC | 626 | $519.9K | 0.02% | −105−14.4% | Reduced |
| C2C Wealth Management, LLC | 628 | $519.4K | 0.07% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 625 | $519.1K | 0.17% | +23+3.8% | Added |
| Mill Creek Capital Advisors, LLC | 623 | $517.5K | 0.02% | −219−26.0% | Reduced |
| Parisi Gray Wealth Management | 622 | $516.9K | 0.23% | +622 | New |
| Sandy Spring Bank | 621 | $515.8K | 0.03% | +29+4.9% | Added |
| F/M Investments LLC | 621 | $515.8K | 0.38% | +15+2.5% | Added |
| Lifestyle Asset Management, Inc. | 617 | $512.5K | 0.31% | +242+64.5% | Added |
| Spouting Rock Asset Management, LLC | 612 | $508.3K | 0.16% | +336+121.7% | Added |
| Delta Financial Group, Inc. | 612 | $508.0K | 0.18% | +612 | New |
| SevenBridge Financial Group, LLC | 610 | $506.7K | 0.13% | +8+1.3% | Added |
| Guidance Point Advisors, LLC | 607 | $503.9K | 0.21% | +19+3.2% | Added |
| Ethos Financial Group, LLC | 606 | $503.3K | 0.13% | +15+2.5% | Added |
| IMS Capital Management | 605 | $502.5K | 0.30% | +12+2.0% | Added |
| First Heartland Consultants, Inc. | 601 | $499.0K | 0.06% | −51−7.8% | Reduced |
| Cascade Investment Group, Inc. | 599 | $497.6K | 0.47% | +11+1.9% | Added |
| 1620 Investment Advisors, Inc. | 595 | $494.2K | 0.57% | −6−1.0% | Reduced |
| Charter Trust Co | 593 | $492.5K | 0.04% | −32−5.1% | Reduced |
| BetterWealth, LLC | 593 | $492.2K | 0.20% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 592 | $492.1K | 0.14% | +592 | New |
| Journey Strategic Wealth LLC | 589 | $489.3K | 0.02% | −342−36.7% | Reduced |
| Wakefield Asset Management LLLP | 589 | $489.2K | 0.22% | −4−0.7% | Reduced |
| Strait & Sound Wealth Management LLC | 589 | $489.2K | 0.42% | +589 | New |
| Davidson Trust Co | 586 | $486.7K | 0.36% | +42+7.7% | Added |
| SPC Financial, Inc. | 586 | $486.7K | 0.05% | +95+19.3% | Added |
| Noesis Capital Mangement Corp | 586 | $486.7K | 0.13% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 582 | $483.4K | 0.48% | −11−1.9% | Reduced |
| Hollow Brook Wealth Management LLC | 582 | $483.4K | 0.20% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 576 | $481.8K | 0.11% | +21+3.8% | Added |
| Colonial Trust Co | 580 | $481.5K | 0.12% | +51+9.6% | Added |
| Bell Bank | 575 | $477.6K | 0.05% | +93+19.3% | Added |
| Barr E S & Co | 575 | $477.6K | 0.03% | +207+56.3% | Added |
| Guild Investment Management, Inc. | 574 | $477.1K | 0.80% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 574 | $476.8K | 0.83% | −25−4.2% | Reduced |
| Safeguard Investment Advisory Group, LLC | 572 | $475.1K | 0.21% | −123−17.7% | Reduced |
| Courier Capital LLC | 571 | $474.3K | 0.04% | −373−39.5% | Reduced |
| Tobam | 571 | $474.0K | 0.04% | +247+76.2% | Added |
| Centric Wealth Management | 570 | $473.5K | 0.20% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 568 | $471.8K | 0.06% | −3,175−84.8% | Reduced |
| Paladin Advisory Group, LLC | 568 | $471.8K | 0.40% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 567 | $470.9K | 0.03% | 00.0% | Unchanged |
| Horan Securities, Inc. | 566 | $470.2K | 0.25% | −222−28.2% | Reduced |
| Wealth Effects LLC | 565 | $469.6K | 0.23% | +65+13.0% | Added |
| Voya Financial Advisors, Inc. | 563 | $468.4K | 0.06% | −48−7.9% | Reduced |
| Townsend Asset Management Corp | 563 | $467.5K | 0.24% | 00.0% | Unchanged |
| Gs Investments, Inc. | 560 | $465.1K | 0.27% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 560 | $465.0K | 0.12% | −1,027−64.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 556 | $462.1K | 0.17% | +556 | New |
| Asset Management Resources, LLC | 555 | $461.3K | 0.29% | −2−0.4% | Reduced |
| Indie Asset Partners, LLC | 553 | $459.6K | 0.46% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 553 | $459.3K | 0.12% | +9+1.7% | Added |
| Morris Retirement Advisors, LLC | 553 | $459.3K | 0.33% | +82+17.4% | Added |
| Sandy Cove Advisors, LLC | 552 | $458.7K | 0.27% | −48−8.0% | Reduced |
| Truepoint, Inc. | 550 | $456.8K | 0.01% | +550 | New |
| Per Stirling Capital Management, LLC. | 549 | $456.3K | 0.09% | +30+5.8% | Added |
| Greenwood Gearhart Inc | 549 | $456.0K | 0.05% | +11+2.0% | Added |
| Athena Investment Management | 549 | $456.0K | 0.33% | +40+7.9% | Added |
| Sargent Investment Group, LLC | 548 | $455.2K | 0.11% | −5−0.9% | Reduced |
| One Wealth Advisors, LLC | 547 | $454.3K | 0.10% | −12−2.1% | Reduced |
| Prentice Wealth Management LLC | 547 | $454.3K | 0.21% | +5+0.9% | Added |
| Investors Asset Management of Georgia Inc | 546 | $452.9K | 0.25% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 545 | $452.7K | 0.10% | −299−35.4% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 543 | $451.3K | 0.36% | −49−8.3% | Reduced |