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; 4,854 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
- 2,466
- +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
- 999 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 | 4,854 | $1.40T |
| Q1 2026 | 4,707 | $1.12T |
| Q4 2025 | 4,730 | $1.27T |
| Q3 2025 | 4,296 | $1.17T |
| Q2 2025 | 4,091 | $996.4B |
| Q1 2025 | 3,826 | $597.5B |
| Q4 2024 | 3,919 | $828.2B |
| Q3 2024 | 3,418 | $605.9B |
| Q2 2024 | 3,280 | $561.2B |
| Q1 2024 | 3,071 | $469.0B |
| Q4 2023 | 2,879 | $398.6B |
| Q3 2023 | 2,466 | $277.0B |
| Q2 2023 | 2,394 | $287.4B |
| Q1 2023 | 2,209 | $214.8B |
| Q4 2022 | 2,146 | $189.1B |
| Q3 2022 | 2,013 | $148.9B |
| Q2 2022 | 2,002 | $158.2B |
| Q1 2022 | 2,058 | $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 |
|---|---|---|---|---|---|
| Peterson Wealth Services | 7,150 | $5.94M | 4.44% | +190+2.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,078 | $5.88M | 0.23% | +61+0.9% | Added |
| Garrison Asset Management, LLC | 7,072 | $5.87M | 3.59% | −122−1.7% | Reduced |
| China Universal Asset Management Co., Ltd. | 6,988 | $5.80M | 1.68% | +1,668+31.4% | Added |
| Howard Capital Management Inc. | 6,983 | $5.80M | 0.78% | +2,193+45.8% | Added |
| Balentine LLC | 6,963 | $5.78M | 0.19% | +432+6.6% | Added |
| B & T Capital Management DBA Alpha Capital Management | 6,961 | $5.78M | 1.35% | −2,419−25.8% | Reduced |
| Canal Capital Management, LLC | 6,940 | $5.76M | 1.18% | +225+3.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,900 | $5.73M | 0.56% | +6,900 | New |
| Glassy Mountain Advisors, Inc. | 6,857 | $5.73M | 2.73% | −408−5.6% | Reduced |
| Gladstone Institutional Advisory LLC | 6,882 | $5.72M | 0.37% | −573−7.7% | Reduced |
| Stokes Capital Advisors, LLC | 6,858 | $5.70M | 1.99% | +105+1.6% | Added |
| John G Ullman & Associates Inc | 6,853 | $5.69M | 0.93% | −168−2.4% | Reduced |
| Graypoint LLC | 6,826 | $5.67M | 0.53% | +57+0.8% | Added |
| Signaturefd, LLC | 6,820 | $5.66M | 0.15% | −330−4.6% | Reduced |
| Sawgrass Asset Management LLC | 6,802 | $5.65M | 0.69% | −20,152−74.8% | Reduced |
| Parsons Capital Management Inc | 6,790 | $5.64M | 0.45% | +754+12.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 6,785 | $5.64M | 0.73% | +56+0.8% | Added |
| Old Second National Bank of Aurora | 6,780 | $5.63M | 1.71% | −837−11.0% | Reduced |
| Gunderson Capital Management Inc. | 6,760 | $5.61M | 3.82% | −2,565−27.5% | Reduced |
| Paradiem, LLC | 6,760 | $5.61M | 1.69% | −1,030−13.2% | Reduced |
| STF Management LP | 6,748 | $5.60M | 2.98% | +4,127+157.5% | Added |
| Tudor Investment Corp Et Al | 6,747 | $5.60M | 0.08% | +6,747 | New |
| Balyasny Asset Management LLC | 6,746 | $5.60M | 0.02% | −1,211−15.2% | Reduced |
| Transcend Wealth Collective, LLC | 6,676 | $5.54M | 0.54% | +118+1.8% | Added |
| Federation des caisses Desjardins du Quebec | 6,644 | $5.52M | 0.06% | −116−1.7% | Reduced |
| Savoie Capital LLC | 6,609 | $5.49M | 1.44% | +6,609 | New |
| Ridgecrest Wealth Partners, LLC | 6,600 | $5.48M | 3.85% | −100−1.5% | Reduced |
| Jackson Square Capital, LLC | 6,568 | $5.46M | 2.19% | +71+1.1% | Added |
| Asset Dedication, LLC | 6,611 | $5.45M | 0.46% | −77−1.2% | Reduced |
| Ritholtz Wealth Management | 6,564 | $5.45M | 0.24% | +616+10.4% | Added |
| Fayez Sarofim & Co | 6,506 | $5.40M | 0.02% | +29+0.4% | Added |
| Te Ahumairangi Investment Management Ltd | 6,501 | $5.40M | 0.88% | −1,680−20.5% | Reduced |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 6,500 | $5.40M | 0.01% | +6,500 | New |
| Geneos Wealth Management Inc. | 6,500 | $5.40M | 0.28% | −7,260−52.8% | Reduced |
| Sandhill Capital Partners LLC | 6,498 | $5.40M | 0.50% | −72−1.1% | Reduced |
| Citizens Business Bank | 6,491 | $5.39M | 1.27% | −202−3.0% | Reduced |
| HB Wealth Management, LLC | 6,490 | $5.39M | 0.09% | +1,323+25.6% | Added |
| IHT Wealth Management, LLC | 6,479 | $5.38M | 0.27% | +318+5.2% | Added |
| Mission Wealth Management, LP | 6,477 | $5.38M | 0.20% | +3,361+107.9% | Added |
| Parcion Private Wealth LLC | 6,470 | $5.37M | 0.56% | −95−1.4% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 6,434 | $5.35M | 2.72% | −1,203−15.8% | Reduced |
| LMCG Investments, LLC | 6,423 | $5.33M | 0.36% | −2,878−30.9% | Reduced |
| CAPROCK Group, Inc. | 6,414 | $5.33M | 0.40% | −9−0.1% | Reduced |
| Verition Fund Management LLC | 6,385 | $5.30M | 0.07% | +828+14.9% | Added |
| Sage Mountain Advisors LLC | 6,379 | $5.30M | 0.73% | +131+2.1% | Added |
| Sumitomo Life Insurance Co | 6,378 | $5.30M | 0.15% | −85−1.3% | Reduced |
| Shaker Investments LLC | 6,375 | $5.29M | 2.92% | −70−1.1% | Reduced |
| Horan Capital Advisors, LLC. | 6,362 | $5.28M | 2.13% | −1,929−23.3% | Reduced |
| RMR Wealth Builders | 6,362 | $5.28M | 0.84% | +388+6.5% | Added |
| Larson Financial Group LLC | 6,354 | $5.28M | 0.52% | +198+3.2% | Added |
| Geneva Partners, LLC | 6,341 | $5.27M | 3.49% | −300−4.5% | Reduced |
| Navellier & Associates Inc | 6,340 | $5.27M | 0.90% | +4,923+347.4% | Added |
| TCG Advisory Services, LLC | 6,293 | $5.23M | 0.81% | +468+8.0% | Added |
| Hourglass Capital, LLC | 6,276 | $5.21M | 1.84% | −70−1.1% | Reduced |
| Morse Asset Management, Inc | 6,273 | $5.21M | 1.65% | +1,935+44.6% | Added |
| Consolidated Capital Management, LLC | 6,232 | $5.18M | 2.74% | −164−2.6% | Reduced |
| Fulton Bank, N.A. | 6,214 | $5.16M | 0.26% | +83+1.4% | Added |
| IFG Advisory, LLC | 6,172 | $5.13M | 0.43% | −57−0.9% | Reduced |
| Connectus Wealth, LLC | 6,161 | $5.12M | 0.11% | +312+5.3% | Added |
| Altrius Capital Management Inc | 6,157 | $5.11M | 1.52% | −128−2.0% | Reduced |
| Range Financial Group LLC | 6,131 | $5.09M | 3.37% | −392−6.0% | Reduced |
| Community Bank, N.A. | 6,130 | $5.09M | 0.71% | −155−2.5% | Reduced |
| Bartlett & Co. LLC | 6,128 | $5.09M | 0.09% | −138−2.2% | Reduced |
| Bay Rivers Group | 6,128 | $5.09M | 3.92% | −381−5.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6,128 | $5.09M | 0.09% | −138−2.2% | Reduced |
| Kendall Capital Management | 6,123 | $5.09M | 2.25% | +207+3.5% | Added |
| Evexia Wealth LLC | 5,978 | $5.08M | 2.57% | +5,978 | New |
| Capital Investment Advisors, LLC | 6,107 | $5.07M | 0.14% | −591−8.8% | Reduced |
| Richard Bernstein Advisors LLC | 6,103 | $5.07M | 0.11% | 00.0% | Unchanged |
| James Investment Research Inc | 6,063 | $5.04M | 0.66% | +494+8.9% | Added |
| Truvestments Capital LLC | 6,059 | $5.03M | 2.62% | +65+1.1% | Added |
| Independent Solutions Wealth Management, LLC | 6,045 | $5.02M | 1.38% | −89−1.5% | Reduced |
| DFPG Investments, LLC | 5,489 | $5.00M | 0.47% | −186−3.3% | Reduced |
| Meeder Advisory Services, Inc. | 6,013 | $4.99M | 0.63% | −801−11.8% | Reduced |
| Palogic Value Management, L.P. | 6,005 | $4.99M | 2.46% | −425−6.6% | Reduced |
| SeaTown Holdings Pte. Ltd. | 6,000 | $4.98M | 0.46% | +6,000 | New |
| Evergreen Capital Management LLC | 5,981 | $4.97M | 0.22% | +41+0.7% | Added |
| Intrust Bank NA | 5,971 | $4.96M | 0.63% | +152+2.6% | Added |
| Avitas Wealth Management LLC | 5,958 | $4.95M | 0.94% | −125−2.1% | Reduced |
| Sustainable Insight Capital Management, LLC | 5,947 | $4.94M | 4.84% | +128+2.2% | Added |
| Keebeck Wealth Management, LLC | 5,944 | $4.94M | 0.86% | +87+1.5% | Added |
| Regions Financial Corp | 5,939 | $4.93M | 0.04% | +70+1.2% | Added |
| Beverly Hills Private Wealth, LLC | 5,931 | $4.93M | 1.47% | −5,728−49.1% | Reduced |
| Nations Financial Group Inc, | 5,925 | $4.92M | 0.50% | −710−10.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 5,919 | $4.92M | 0.61% | +77+1.3% | Added |
| Fund Management at Engine No. 1 LLC | 5,902 | $4.90M | 0.78% | +474+8.7% | Added |
| CMT Capital Markets Trading GmbH | 5,869 | $4.88M | 2.78% | +5,869 | New |
| Convergence Investment Partners, LLC | 5,857 | $4.87M | 2.88% | −214−3.5% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 5,837 | $4.85M | 1.43% | +211+3.8% | Added |
| Foster & Motley Inc | 5,836 | $4.85M | 0.40% | −453−7.2% | Reduced |
| Strategic Investment Advisors | 5,818 | $4.83M | 0.80% | +2,687+85.8% | Added |
| Souders Financial Advisors | 5,806 | $4.82M | 0.93% | −1,494−20.5% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,778 | $4.80M | 0.72% | +95+1.7% | Added |
| S. R. Schill & Associates | 5,772 | $4.79M | 2.33% | −30−0.5% | Reduced |
| Spears Abacus Advisors LLC | 5,741 | $4.77M | 0.41% | −128−2.2% | Reduced |
| Comerica Securities,inc. | 5,738 | $4.77M | 0.40% | −3,334−36.8% | Reduced |
| Proquility Private Wealth Partners, LLC | 5,727 | $4.76M | 1.95% | −141−2.4% | Reduced |
| Abn Amro Investment Solutions | 5,694 | $4.73M | 0.09% | −2,438−30.0% | Reduced |
| We Are One Seven, LLC | 5,671 | $4.71M | 0.37% | −217−3.7% | Reduced |