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 |
|---|---|---|---|---|---|
| Motive Wealth Advisors | 283 | $235.1K | 0.26% | −20−6.6% | Reduced |
| M. Kraus & Co | 282 | $234.2K | 0.08% | 00.0% | Unchanged |
| Harbor Advisory Corp | 281 | $233.4K | 0.08% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 280 | $232.6K | 0.13% | −60−17.6% | Reduced |
| 1776 Wealth LLC | 280 | $232.6K | 0.12% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 279 | $231.7K | 0.24% | 00.0% | Unchanged |
| Truadvice, LLC | 241 | $230.8K | 0.09% | +241 | New |
| FLC Capital Advisors | 277 | $230.1K | 0.07% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 277 | $230.1K | 0.13% | 00.0% | Unchanged |
| McAdam, LLC | 275 | $228.7K | 0.02% | +26+10.4% | Added |
| Bedel Financial Consulting, Inc. | 275 | $228.5K | 0.05% | +6+2.2% | Added |
| Bedel Financial Consulting Inc | 275 | $228.5K | 0.05% | +275 | New |
| One Capital Management, LLC | 274 | $227.6K | 0.01% | +10+3.8% | Added |
| Bogart Wealth, LLC | 273 | $226.9K | 0.01% | −3−1.1% | Reduced |
| Rollins Financial | 273 | $226.5K | 0.06% | +26+10.5% | Added |
| Sheets Smith Wealth Management | 272 | $226.1K | 0.03% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 271 | $225.3K | 0.01% | −28−9.4% | Reduced |
| Green Harvest Asset Management LLC | 271 | $225.1K | 0.01% | +271 | New |
| King Wealth | 269 | $224.0K | 0.05% | −13−4.6% | Reduced |
| Cubic Asset Management, LLC | 269 | $223.4K | 0.06% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 269 | $223.0K | 0.02% | 00.0% | Unchanged |
| Hyman Charles D | 268 | $223.0K | 0.01% | +268 | New |
| Consilio Wealth Advisors, LLC | 273 | $222.6K | 0.13% | +20+7.9% | Added |
| Cornercap Investment Counsel Inc | 267 | $221.8K | 0.04% | −6−2.2% | Reduced |
| Sax Wealth Advisors, LLC | 266 | $221.3K | 0.04% | +266 | New |
| C M Bidwell & Associates Ltd | 265 | $220.1K | 0.17% | −91−25.6% | Reduced |
| Kingdom Financial Group LLC. | 265 | $219.8K | 0.21% | +12+4.7% | Added |
| Owen LaRue, LLC | 264 | $219.3K | 0.24% | −497−65.3% | Reduced |
| Echo Street Capital Management LLC | 261 | $216.8K | 0.00% | +261 | New |
| Verus Capital Partners, LLC | 260 | $216.0K | 0.03% | +260 | New |
| Insight Wealth Partners, LLC | 260 | $216.0K | 0.18% | +1+0.4% | Added |
| Benedetti & Gucer, Inc. | 260 | $216.0K | 0.12% | +260 | New |
| MJP Associates Inc | 260 | $215.6K | 0.06% | −376−59.1% | Reduced |
| Inscription Capital, LLC | 258 | $214.3K | 0.07% | −55−17.6% | Reduced |
| HFG Advisors, Inc. | 258 | $214.3K | 0.23% | +258 | New |
| WNY Asset Management, LLC | 258 | $214.3K | 0.04% | −25−8.8% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 258 | $214.1K | 0.07% | −12−4.4% | Reduced |
| Meridian Wealth Partners, LLC | 258 | $213.9K | 0.04% | +13+5.3% | Added |
| Lincoln Capital Corp | 257 | $213.5K | 0.11% | −19−6.9% | Reduced |
| Cynosure Management, LLC | 257 | $213.5K | 0.07% | +257 | New |
| Montz Harcus Wealth Management LLC | 257 | $213.3K | 0.18% | −83−24.4% | Reduced |
| Vantage Consulting Group Inc | 256 | $212.6K | 0.14% | −15−5.5% | Reduced |
| Syntax Advisors, LLC | 256 | $212.6K | 0.19% | −15−5.5% | Reduced |
| Eagle Strategies LLC | 255 | $211.9K | 0.05% | −82−24.3% | Reduced |
| ERn Financial, LLC | 254 | $211.1K | 0.05% | −28−9.9% | Reduced |
| Ritter Daniher Financial Advisory LLC | 254 | $211.0K | 0.09% | +27+11.9% | Added |
| Crestone Asset Management LLC | 253 | $210.1K | 0.05% | +253 | New |
| Northstar Group, Inc. | 252 | $209.3K | 0.05% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 252 | $209.3K | 0.13% | 00.0% | Unchanged |
| Plan Group Financial, LLC | 250 | $207.8K | 0.15% | −9−3.5% | Reduced |
| Satovsky Asset Management LLC | 250 | $207.6K | 0.07% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 250 | $207.6K | 0.01% | +17+7.3% | Added |
| Ausdal Financial Partners, Inc. | 250 | $207.3K | 0.03% | −188−42.9% | Reduced |
| Smart Money Group LLC | 249 | $207.0K | 0.10% | +249 | New |
| S&CO Inc | 250 | $207.0K | 0.02% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 248 | $206.4K | 0.10% | +1+0.4% | Added |
| AtonRa Partners | 248 | $206.0K | 0.43% | +248 | New |
| Cherrydale Wealth Management, LLC | 248 | $205.6K | 0.12% | +1+0.4% | Added |
| Parker Financial LLC | 247 | $205.2K | 0.14% | −334−57.5% | Reduced |
| KLR Investment Advisors, LLC | 319 | $204.7K | 0.19% | −26−7.5% | Reduced |
| Ahl Investment Management, Inc. | 246 | $204.3K | 0.18% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 246 | $204.3K | 0.01% | +4+1.7% | Added |
| Lutz Financial Services LLC | 246 | $204.3K | 0.02% | +246 | New |
| CCG Wealth Management, LLC | 245 | $203.5K | 0.13% | +245 | New |
| WorthPointe, LLC | 245 | $203.5K | 0.12% | +245 | New |
| Guardian Financial Partners, LLC | 245 | $203.3K | 0.19% | −100−29.0% | Reduced |
| Family Firm, Inc. | 245 | $203.3K | 0.06% | +1+0.4% | Added |
| Old North State Trust, LLC | 245 | $203.0K | 0.16% | −12−4.7% | Reduced |
| Ellis Investment Partners, LLC | 244 | $202.4K | 0.05% | +2+0.8% | Added |
| McMahon Financial Advisors, LLC | 243 | $201.8K | 0.06% | 00.0% | Unchanged |
| Rockingstone Advisors LLC | 242 | $201.1K | 0.11% | +242 | New |
| Kesler, Norman & Wride, LLC | 242 | $201.0K | 0.05% | +242 | New |
| Family Asset Management, LLC | 242 | $201.0K | 0.15% | −2−0.8% | Reduced |
| Eldridge Investment Advisors, Inc. | 241 | $200.0K | 0.07% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 237 | $196.8K | 0.02% | −29−10.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 237 | $196.8K | 0.09% | −5−2.1% | Reduced |
| KB Financial Partners, LLC | 236 | $196.0K | 0.06% | −10−4.1% | Reduced |
| MV Capital Management, Inc. | 225 | $186.9K | 0.02% | +10+4.7% | Added |
| Intrepid Capital Management Inc | 211 | $175.3K | 0.12% | −20−8.7% | Reduced |
| Versant Capital Management, Inc | 209 | $173.6K | 0.06% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 208 | $172.8K | 0.03% | −75−26.5% | Reduced |
| CNB Bank | 207 | $171.9K | 0.10% | −86−29.4% | Reduced |
| Close Asset Management Ltd | 200 | $166.0K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 199 | $165.3K | 0.03% | +199 | New |
| Maryland Capital Advisors Inc. | 195 | $162.0K | 0.12% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 193 | $160.6K | 0.06% | +106+121.8% | Added |
| Spotlight Asset Group, Inc. | 193 | $160.3K | 0.15% | +57+41.9% | Added |
| Dakota Community Bank & Trust NA | 187 | $155.3K | 0.99% | 00.0% | Unchanged |
| Earnest Partners LLC | 186 | $154.5K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 184 | $152.8K | 0.00% | +184 | New |
| Carmichael Hill & Associates, Inc. | 181 | $150.5K | 0.07% | +9+5.2% | Added |
| Bullseye Investment Management, LLC | 180 | $149.5K | 0.12% | +180 | New |
| Plante Moran Financial Advisors, LLC | 178 | $147.8K | 0.02% | −19−9.6% | Reduced |
| Operose Advisors LLC | 178 | $147.8K | 0.06% | +178 | New |
| Tfo-TDC, LLC | 166 | $144.0K | 0.03% | +84+102.4% | Added |
| Bamco Inc | 173 | $143.7K | 0.00% | +42+32.1% | Added |
| GeoWealth Management, LLC | 166 | $137.0K | 0.02% | −63−27.5% | Reduced |
| Certified Advisory Corp | 47,811 | $132.9K | 0.02% | +47,729+58,206.1% | Added |
| Spartan Planning & Wealth Management | 160 | $132.9K | 0.16% | +160 | New |
| JFS Wealth Advisors, LLC | 159 | $132.1K | 0.01% | +12+8.2% | Added |