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 |
|---|---|---|---|---|---|
| AllSquare Wealth Management LLC | 543 | $451.0K | 0.29% | −2−0.4% | Reduced |
| Sage Private Wealth Group, LLC | 541 | $449.6K | 0.62% | +1+0.2% | Added |
| Relative Value Partners Group, LLC | 537 | $446.0K | 0.03% | +537 | New |
| Ratio Wealth Group | 532 | $441.9K | 0.11% | +532 | New |
| Revolve Wealth Partners, LLC | 530 | $440.3K | 0.10% | +3+0.6% | Added |
| Trail Ridge Investment Advisors, LLC | 530 | $440.2K | 0.30% | −17−3.1% | Reduced |
| Samalin Investment Counsel, LLC | 529 | $439.8K | 0.25% | −3−0.6% | Reduced |
| ORG Partners LLC | 525 | $437.2K | 0.13% | +241+84.9% | Added |
| Seven Mile Advisory | 526 | $436.9K | 0.46% | +7+1.3% | Added |
| KMG Fiduciary Partners, LLC | 524 | $435.2K | 0.06% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 523 | $434.5K | 0.05% | +133+34.1% | Added |
| Corundum Group, Inc. | 523 | $434.4K | 0.25% | −9−1.7% | Reduced |
| Kensington Investment Counsel, LLC | 523 | $434.4K | 0.27% | +23+4.6% | Added |
| Atticus Wealth Management, LLC | 523 | $434.3K | 0.17% | −59−10.1% | Reduced |
| Hoxton Planning & Management, LLC | 523 | $434.0K | 0.28% | −5−0.9% | Reduced |
| Rosenberg Matthew Hamilton | 521 | $432.7K | 0.14% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 520 | $432.1K | 0.06% | +37+7.7% | Added |
| Beacon Financial Group | 467 | $431.0K | 0.06% | +467 | New |
| BluePath Capital Management, LLC | 518 | $430.6K | 0.40% | +518 | New |
| Foundry Partners, LLC | 515 | $427.7K | 0.03% | +515 | New |
| Heritage Trust Co | 515 | $427.7K | 0.07% | −3,561−87.4% | Reduced |
| Univest Financial Corp | 514 | $426.9K | 0.14% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 513 | $426.1K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 510 | $424.0K | 0.06% | 00.0% | Unchanged |
| Fulcrum Equity Management | 509 | $422.8K | 0.50% | +509 | New |
| Harel Insurance Investments & Financial Services Ltd. | 506 | $421.0K | 0.01% | −1,788−77.9% | Reduced |
| USA Financial Portformulas Corp | 506 | $420.3K | 0.63% | −548−52.0% | Reduced |
| Core Wealth Partners LLC | 504 | $418.6K | 0.38% | −20−3.8% | Reduced |
| LPWM LLC | 500 | $417.5K | 0.19% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 502 | $417.0K | 0.15% | −15−2.9% | Reduced |
| Brown Miller Wealth Management, LLC | 502 | $417.0K | 0.23% | −56−10.0% | Reduced |
| Sovereign Financial Group, Inc. | 502 | $417.0K | 0.15% | +1+0.2% | Added |
| Excalibur Management Corp | 502 | $417.0K | 0.22% | +5+1.0% | Added |
| Pictet North America Advisors SA | 500 | $415.3K | 0.06% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 499 | $414.9K | 0.08% | +2+0.4% | Added |
| Secure Asset Management, LLC | 498 | $413.4K | 0.12% | +52+11.7% | Added |
| Berkshire Bank | 497 | $412.8K | 0.12% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 496 | $412.1K | 0.35% | −17−3.3% | Reduced |
| TBH Global Asset Management, LLC | 496 | $412.1K | 0.08% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 495 | $411.4K | 0.16% | +66+15.4% | Added |
| Pensionmark Financial Group, LLC | 494 | $410.6K | 0.08% | +40+8.8% | Added |
| FOCUS Wealth Advisors, LLC | 492 | $408.6K | 0.28% | +106+27.5% | Added |
| Douglass Winthrop Advisors, LLC | 491 | $407.8K | 0.01% | +14+2.9% | Added |
| Latitude Advisors, LLC | 491 | $407.6K | 0.29% | +4+0.8% | Added |
| Waddell & Associates, LLC | 489 | $406.2K | 0.06% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 488 | $405.3K | 0.07% | +93+23.5% | Added |
| L.M. Kohn & Company | 487 | $404.7K | 0.15% | +3+0.6% | Added |
| Allegheny Financial Group LTD | 486 | $403.4K | 0.15% | +19+4.1% | Added |
| Enterprise Bank & Trust Co | 485 | $402.8K | 0.17% | +9+1.9% | Added |
| AdvisorShares Investments LLC | 484 | $402.0K | 0.11% | +484 | New |
| Marino, Stram & Associates LLC | 480 | $398.7K | 0.12% | +20+4.3% | Added |
| Kolinsky Wealth Management, LLC | 479 | $397.8K | 0.39% | +18+3.9% | Added |
| Ambassador Advisors, LLC | 419 | $396.8K | 0.10% | −20−4.6% | Reduced |
| Howland Capital Management LLC | 476 | $395.4K | 0.02% | −25−5.0% | Reduced |
| Resurgent Financial Advisors LLC | 473 | $392.9K | 0.27% | +16+3.5% | Added |
| KPP Advisory Services LLC | 470 | $390.4K | 0.13% | +470 | New |
| Affinity Wealth Management LLC | 470 | $390.4K | 0.09% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 469 | $389.5K | 0.27% | +49+11.7% | Added |
| Koss-Olinger Consulting, LLC | 469 | $389.0K | 0.06% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 467 | $387.9K | 0.42% | +1+0.2% | Added |
| Financial Sense Advisors, Inc. | 467 | $387.9K | 0.17% | 00.0% | Unchanged |
| David Loasby | 470 | $387.2K | 0.04% | +52+12.4% | Added |
| United Community Bank | 465 | $386.2K | 0.19% | −190−29.0% | Reduced |
| Private Portfolio Partners LLC | 463 | $384.8K | 0.10% | −33−6.7% | Reduced |
| Seed Wealth Management, Inc. | 463 | $384.6K | 0.43% | 00.0% | Unchanged |
| VeraBank, N.A. | 462 | $383.7K | 0.15% | 00.0% | Unchanged |
| PFW Advisors LLC | 459 | $381.2K | 0.13% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 458 | $380.3K | 0.26% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 457 | $380.0K | 0.23% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 456 | $378.7K | 0.09% | −50−9.9% | Reduced |
| Selway Asset Management | 455 | $377.9K | 0.17% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 454 | $377.1K | 0.28% | −30−6.2% | Reduced |
| Goldstone Financial Group, LLC | 454 | $377.1K | 0.11% | −36−7.3% | Reduced |
| Belmont Capital, LLC | 451 | $374.2K | 0.20% | +411+1,027.5% | Added |
| One + One Wealth Management, LLC | 450 | $373.8K | 0.24% | −32−6.6% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 445 | $369.6K | 0.21% | −20−4.3% | Reduced |
| Soltis Investment Advisors LLC | 443 | $368.3K | 0.05% | −3,155−87.7% | Reduced |
| Warren Street Wealth Advisors, LLC | 443 | $367.9K | 0.24% | +48+12.2% | Added |
| New Republic Capital, LLC | 442 | $367.5K | 0.30% | +28+6.8% | Added |
| Brooks, Moore & Associates, Inc. | 442 | $367.0K | 0.28% | +22+5.2% | Added |
| CWM Advisors, LLC | 441 | $366.3K | 0.05% | −690−61.0% | Reduced |
| American Trust | 441 | $366.3K | 0.03% | −74−14.4% | Reduced |
| Catalyst Private Wealth, LLC | 440 | $365.5K | 0.22% | −334−43.2% | Reduced |
| Kure Advisory, LLC | 440 | $365.5K | 0.21% | +440 | New |
| Hofer & Associates. Inc | 438 | $363.8K | 0.37% | −8−1.8% | Reduced |
| MSH Capital Advisors LLC | 438 | $363.6K | 0.14% | −19−4.2% | Reduced |
| Fulcrum Capital LLC | 437 | $363.0K | 0.11% | −19−4.2% | Reduced |
| Telos Capital Management, Inc. | 436 | $362.1K | 0.05% | +7+1.6% | Added |
| Ipswich Investment Management Co., Inc. | 435 | $361.3K | 0.10% | −1−0.2% | Reduced |
| Opal Wealth Advisors, LLC | 435 | $360.9K | 0.21% | +10+2.4% | Added |
| Tandem Wealth Advisors LLC | 431 | $358.0K | 0.22% | −4−0.9% | Reduced |
| Capstone Triton Financial Group, LLC | 430 | $357.1K | 0.26% | +158+58.1% | Added |
| Carmel Capital Partners, LLC | 430 | $357.1K | 0.16% | +187+77.0% | Added |
| Washington Trust Bank | 429 | $356.3K | 0.04% | +66+18.2% | Added |
| First National Bank of Omaha | 428 | $355.5K | 0.02% | −32−7.0% | Reduced |
| Bangor Savings Bank | 428 | $355.5K | 0.04% | +34+8.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 426 | $354.5K | 0.00% | −396−48.2% | Reduced |
| First Affirmative Financial Network | 426 | $353.8K | 0.35% | +52+13.9% | Added |
| NinePointTwo Capital | 426 | $353.0K | 0.14% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 423 | $351.6K | 0.15% | 00.0% | Unchanged |