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; 4,853 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, Q1 2026
Institutional positions in Broadcom Inc. as of Mar 31, 2026. 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
- 4,707
- +55 vs. Q4 2025
- Shares held
- 3.63B
- +509.2M (+16.3%) vs. Q4 2025
- Total value
- $1.12T
- +$43.2B (+4.0%) vs. Q4 2025
- New holders
- 281
- 2,351 more added
- Sold out
- 226
- 1,767 more reduced
78 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 | 4,853 | $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, Q1 2026
Shares, value and share of portfolio for each institution holding Broadcom Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Canandaigua National Trust Co of Florida | 764 | $236.5K | 0.19% | −175−18.6% | Reduced |
| PSI Advisors, LLC | 768 | $237.7K | 0.06% | +13+1.7% | Added |
| Hudson Oak Wealth Advisory LLC | 768 | $237.7K | 0.21% | +9+1.2% | Added |
| Stolz & Associates, PS | 597 | $237.9K | 0.17% | −90−13.1% | Reduced |
| Integrity Wealth Partners, LLC | 770 | $238.3K | 0.21% | +770 | New |
| Pacific Wealth Strategies Group, Inc. | 770 | $238.3K | 0.15% | −125−14.0% | Reduced |
| North Point Portfolio Managers Corp | 770 | $238.3K | 0.04% | +140+22.2% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 771 | $238.4K | 0.18% | +11+1.4% | Added |
| Single Point Partners, LLC | 772 | $238.8K | 0.05% | +74+10.6% | Added |
| Formulate Financial LLC | 777 | $240.6K | 0.30% | −147−15.9% | Reduced |
| Clear Investment Research, LLC | 777 | $240.6K | 0.38% | +100+14.8% | Added |
| Rhodes Investment Advisors Inc | 779 | $241.1K | 0.21% | +8+1.0% | Added |
| Balanced Rock Investment Advisor | 779 | $241.1K | 0.17% | +779 | New |
| Roth Financial Partners LLC | 780 | $241.4K | 0.08% | −1,520−66.1% | Reduced |
| Eight 31 Financial LLC | 780 | $241.4K | 0.15% | 00.0% | Unchanged |
| 10Elms LLP | 780 | $241.4K | 0.15% | +130+20.0% | Added |
| Rench Wealth Management, Inc. | 784 | $242.7K | 0.07% | +3+0.4% | Added |
| Awm Capital, LLC | 784 | $242.9K | 0.02% | +106+15.6% | Added |
| Rowland & Co Investment Counsel | 785 | $243.0K | 0.05% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 785 | $243.0K | 0.07% | +785 | New |
| Camden National Bank | 787 | $243.6K | 0.03% | −49−5.9% | Reduced |
| Avise Financial Cooperative, Inc. | 789 | $244.2K | 0.20% | +8+1.0% | Added |
| KMT Wealth Management, LLC | 790 | $244.5K | 0.13% | −200−20.2% | Reduced |
| Bernard Wealth Management Corp. | 790 | $244.5K | 0.10% | −50−6.0% | Reduced |
| Parthenon LLC | 790 | $244.5K | 0.03% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 790 | $244.5K | 0.05% | 00.0% | Unchanged |
| Carroll Investors, Inc | 793 | $245.4K | 0.13% | 00.0% | Unchanged |
| Michels Family Financial, LLC | 793 | $245.5K | 0.18% | +48+6.4% | Added |
| Sherry Group, Inc. | 795 | $246.1K | 0.27% | +795 | New |
| OV Management LLC | 796 | $246.4K | 0.50% | −4,581−85.2% | Reduced |
| Quattro Advisors LLC | 799 | $247.3K | 0.21% | +135+20.3% | Added |
| ADAPT Investment Managers SA | 800 | $247.6K | 0.08% | −101,852−99.2% | Reduced |
| Capital Counsel LLC | 800 | $247.6K | 0.01% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 800 | $247.6K | 0.07% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 800 | $247.6K | 0.06% | 00.0% | Unchanged |
| Alpha Advisors, LLC | 803 | $248.5K | 0.20% | +140+21.1% | Added |
| J.M. Arbour, LLC | 803 | $248.5K | 0.24% | +80+11.1% | Added |
| Directional Asset Management | 803 | $248.6K | 0.23% | +14+1.8% | Added |
| ETF Store, Inc. | 804 | $248.7K | 0.24% | +201+33.3% | Added |
| Avaii Wealth Management, LLC | 804 | $248.8K | 0.09% | +25+3.2% | Added |
| Innovator Capital Management, LLC | 804 | $248.8K | 0.03% | +98+13.9% | Added |
| Elite Financial, Inc. | 805 | $249.0K | 0.11% | 00.0% | Unchanged |
| Dale Q Rice Investment Management Ltd | 807 | $249.8K | 0.19% | 00.0% | Unchanged |
| Theory Financial LLC | 809 | $250.4K | 0.09% | −45−5.3% | Reduced |
| Walleye Partners, LLC | 809 | $250.4K | 0.31% | +809 | New |
| Sterling Group Wealth Management, LLC | 809 | $250.4K | 0.12% | +809 | New |
| SIMA Wealth Partners, LLC | 810 | $250.7K | 0.19% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 812 | $251.3K | 0.07% | −149−15.5% | Reduced |
| Westbourne Investment Advisors, Inc. | 813 | $251.6K | 0.07% | −20−2.4% | Reduced |
| Xena Financial Planning, LLC | 813 | $251.6K | 0.28% | 00.0% | Unchanged |
| Bonfire Financial | 816 | $252.5K | 0.19% | +23+2.9% | Added |
| Lockerman Financial Group, Inc. | 817 | $252.9K | 0.46% | −4−0.5% | Reduced |
| Indie Asset Partners, LLC | 817 | $252.9K | 0.29% | +68+9.1% | Added |
| Hayek Kallen Investment Management | 819 | $253.0K | 0.08% | +21+2.6% | Added |
| Independence Wealth Advisors, LLC | 818 | $253.2K | 0.13% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 634 | $253.4K | 0.10% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 819 | $253.6K | 0.07% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 821 | $254.1K | 0.03% | +86+11.7% | Added |
| WealthCollab, LLC | 822 | $254.3K | 0.10% | −29−3.4% | Reduced |
| Fell Capital Management | 822 | $254.4K | 0.24% | −200−19.6% | Reduced |
| Lifelong Wealth Advisors, Inc. | 822 | $254.4K | 0.07% | +52+6.8% | Added |
| Moment Partners, LLC | 824 | $255.1K | 0.05% | +12+1.5% | Added |
| WT Wealth Management | 825 | $255.3K | 0.08% | +16+2.0% | Added |
| Frazier Financial Advisors, LLC | 825 | $255.5K | 0.14% | +269+48.4% | Added |
| Lynch Investment Planning, LLC | 826 | $255.7K | 0.23% | −42−4.8% | Reduced |
| Strategic Advocates LLC | 829 | $256.6K | 1.14% | −11,673−93.4% | Reduced |
| Entrewealth, LLC | 829 | $256.6K | 0.12% | +158+23.5% | Added |
| Keystone Global Partners, LLC | 831 | $257.3K | 0.11% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 833 | $257.8K | 0.14% | +99+13.5% | Added |
| N.E.W. Advisory Services LLC | 833 | $257.9K | 0.02% | +59+7.6% | Added |
| Signature Resources Capital Management, LLC | 836 | $258.8K | 0.12% | −23−2.7% | Reduced |
| Meredith Wealth Planning | 836 | $258.8K | 0.07% | −41−4.7% | Reduced |
| Graetz Wealth LLC | 836 | $258.8K | 0.23% | +153+22.4% | Added |
| truNorth Financial Services, Inc. | 840 | $260.0K | 0.27% | +40+5.0% | Added |
| J.E. Simmons & Co., P.C. | 840 | $260.0K | 0.17% | +101+13.7% | Added |
| Northstar Asset Management Inc | 842 | $260.6K | 0.08% | 00.0% | Unchanged |
| Integrated Capital Management, LLC | 843 | $260.8K | 0.11% | +52+6.6% | Added |
| Causeway Capital Management LLC | 843 | $260.9K | 0.00% | +16+1.9% | Added |
| Tandem Financial, LLC | 846 | $261.7K | 0.09% | +846 | New |
| Traphagen Investment Advisors LLC | 848 | $262.4K | 0.02% | +195+29.9% | Added |
| Macroview Investment Management LLC | 854 | $264.3K | 0.18% | +58+7.3% | Added |
| Morey & Quinn Wealth Partners, LLC | 856 | $264.9K | 0.19% | +91+11.9% | Added |
| Prota Financial, LLC | 857 | $265.3K | 0.19% | 00.0% | Unchanged |
| Seros Financial, LLC | 859 | $265.9K | 0.17% | +5+0.6% | Added |
| Arbor Wealth Advisors LLC | 860 | $266.2K | 0.19% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 862 | $266.8K | 0.03% | 00.0% | Unchanged |
| Fiduciary Wealth Partners, LLC | 863 | $267.1K | 0.17% | −843−49.4% | Reduced |
| Prossimo Advisors, LLC | 864 | $267.4K | 1.63% | −160−15.6% | Reduced |
| Shearwater Capital LLC | 866 | $268.0K | 0.14% | +16+1.9% | Added |
| CMG Global Holdings, LLC | 868 | $268.6K | 0.13% | −959−52.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 868 | $268.7K | 0.07% | +93+12.0% | Added |
| Vista Investment Partners LLC | 868 | $268.7K | 0.07% | −21,897−96.2% | Reduced |
| HighMark Wealth Management LLC | 869 | $268.9K | 0.11% | +734+543.7% | Added |
| marrick wealth, LLC | 869 | $269.0K | 0.23% | −281−24.4% | Reduced |
| First National Bank | 870 | $269.3K | 0.13% | −239−21.6% | Reduced |
| CWS Financial Advisors, LLC | 871 | $269.7K | 0.07% | +45+5.4% | Added |
| Round Rock Advisors, LLC | 873 | $270.2K | 0.04% | −936−51.7% | Reduced |
| Grove Street Fiduciary, LLC | 873 | $270.2K | 0.12% | +7+0.8% | Added |
| Stirlingshire Investments, Inc. | 878 | $271.9K | 0.24% | +14+1.6% | Added |
| Matauro, LLC | 882 | $273.1K | 0.04% | −365−29.3% | Reduced |