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, Q2 2026
Institutional positions in Broadcom Inc. as of Jun 30, 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
- 4,854
- +206 vs. Q1 2026
- Shares held
- 3.72B
- +108.9M (+3.0%) vs. Q1 2026
- Total value
- $1.40T
- +$286.1B (+25.6%) vs. Q1 2026
- New holders
- 348
- 2,296 more added
- Sold out
- 142
- 1,897 more reduced
59 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Broadcom Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kinneret Advisory, LLC | 37,397 | $14.1M | 1.15% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 37,357 | $14.1M | 2.80% | −1,881−4.8% | Reduced |
| Fogel Capital Management, Inc. | 37,225 | $14.1M | 5.65% | +528+1.4% | Added |
| Advisortrust Partners, LLC | 37,114 | $14.0M | 4.80% | −231−0.6% | Reduced |
| Chilton Investment Co LLC | 37,072 | $14.0M | 0.34% | −235−0.6% | Reduced |
| Simmons Bank | 36,994 | $14.0M | 0.80% | +13,438+57.0% | Added |
| Lineweaver Wealth Advisors, LLC | 36,920 | $13.9M | 1.66% | +281+0.8% | Added |
| Pathway Financial Advisers, LLC | 36,798 | $13.9M | 3.50% | −395−1.1% | Reduced |
| Chicago Capital, LLC | 36,590 | $13.8M | 0.33% | +380+1.0% | Added |
| Soltis Investment Advisors LLC | 36,470 | $13.8M | 0.79% | +4,893+15.5% | Added |
| NatWest Group plc | 36,343 | $13.7M | 2.45% | +4,833+15.3% | Added |
| Advyzon Investment Management, LLC | 36,332 | $13.7M | 1.00% | +3,904+12.0% | Added |
| Portfolio Design Labs, LLC | 36,233 | $13.7M | 2.24% | −2,846−7.3% | Reduced |
| CMH Wealth Management LLC | 36,177 | $13.7M | 2.08% | +866+2.5% | Added |
| Capital Asset Advisory Services LLC | 36,063 | $13.6M | 0.49% | −530−1.4% | Reduced |
| Resonant Capital Advisors, LLC | 35,926 | $13.6M | 0.65% | +472+1.3% | Added |
| Everhart Financial Group, Inc. | 35,919 | $13.6M | 0.87% | −3,586−9.1% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 35,853 | $13.5M | 0.31% | +299+0.8% | Added |
| WealthPlan Investment Management, LLC | 35,818 | $13.5M | 0.67% | +2,230+6.6% | Added |
| Clean Yield Group | 35,801 | $13.5M | 3.36% | −3,768−9.5% | Reduced |
| LMCG Investments, LLC | 35,768 | $13.5M | 0.72% | −686−1.9% | Reduced |
| Trustmark National Bank Trust Department | 35,474 | $13.4M | 0.80% | −488−1.4% | Reduced |
| NorthRock Partners, LLC | 35,448 | $13.4M | 0.19% | −479−1.3% | Reduced |
| Stanley-Laman Group, Ltd. | 35,446 | $13.4M | 1.36% | −492−1.4% | Reduced |
| Integrity Alliance, LLC. | 35,435 | $13.4M | 0.42% | −6,815−16.1% | Reduced |
| GDS Wealth Management | 35,382 | $13.4M | 0.64% | +20,547+138.5% | Added |
| Midwest Professional Planners, LTD. | 35,291 | $13.3M | 2.61% | −3,044−7.9% | Reduced |
| Mattern Capital Management, LLC | 35,199 | $13.3M | 1.55% | −2,022−5.4% | Reduced |
| Elite Wealth Management, Inc. | 35,160 | $13.3M | 3.94% | +70+0.2% | Added |
| Hemenway Trust Co LLC | 35,129 | $13.3M | 0.93% | +9,607+37.6% | Added |
| Stablepoint Partners, LLC | 35,058 | $13.2M | 1.83% | −341−1.0% | Reduced |
| Transcend Wealth Collective, LLC | 35,041 | $13.2M | 0.90% | +658+1.9% | Added |
| Welch Group, LLC | 35,018 | $13.2M | 0.45% | +1,384+4.1% | Added |
| Franchise GP Ltd | 34,980 | $13.2M | 6.14% | +620+1.8% | Added |
| Zions Bancorporation, National Association | 34,952 | $13.2M | 0.79% | +2,822+8.8% | Added |
| Becker Capital Management Inc | 34,929 | $13.2M | 0.35% | −3,175−8.3% | Reduced |
| Field & Main Bank | 34,858 | $13.2M | 2.72% | −434−1.2% | Reduced |
| Sovran Advisors, LLC | 34,559 | $13.2M | 0.98% | +854+2.5% | Added |
| Hodges Capital Management Inc. | 34,812 | $13.2M | 0.87% | +5,073+17.1% | Added |
| Quadrant Private Wealth Management, LLC | 34,784 | $13.1M | 2.94% | +418+1.2% | Added |
| Perkins Coie Trust Co | 34,783 | $13.1M | 2.18% | −1,757−4.8% | Reduced |
| Symphony Financial, Ltd. Co. | 35,188 | $13.1M | 1.44% | +1,211+3.6% | Added |
| Baader Bank INC | 34,710 | $13.1M | 1.07% | +10,732+44.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 34,603 | $13.1M | 0.34% | −3,421−9.0% | Reduced |
| Sage Mountain Advisors LLC | 34,510 | $13.0M | 0.80% | +1,539+4.7% | Added |
| Optas, LLC | 34,470 | $13.0M | 1.82% | −716−2.0% | Reduced |
| Salem Investment Counselors Inc | 34,431 | $13.0M | 0.32% | +630+1.9% | Added |
| Campbell Capital Management Inc | 34,396 | $13.0M | 4.66% | +6,016+21.2% | Added |
| Sphera Management Technology Funds Ltd | 34,350 | $13.0M | 4.55% | +6,590+23.7% | Added |
| Convergence Investment Partners, LLC | 34,316 | $13.0M | 1.23% | −8,886−20.6% | Reduced |
| Liberty One Investment Management, LLC | 34,315 | $13.0M | 1.30% | −2,965−8.0% | Reduced |
| Greystone Financial Group, LLC | 34,297 | $13.0M | 3.62% | +6,752+24.5% | Added |
| Trust Co of Toledo NA | 34,067 | $12.9M | 1.07% | +1,611+5.0% | Added |
| Toth Financial Advisory Corp | 34,043 | $12.9M | 1.26% | +1,448+4.4% | Added |
| Silver Oak Securities, Inc | 34,038 | $12.9M | 0.78% | +1,357+4.2% | Added |
| Zhang Financial LLC | 34,033 | $12.9M | 0.38% | +619+1.9% | Added |
| Concord Wealth Partners | 34,005 | $12.8M | 1.47% | +646+1.9% | Added |
| Ally Financial Inc. | 34,000 | $12.8M | 1.66% | −4,500−11.7% | Reduced |
| Berbice Capital Management LLC | 33,980 | $12.8M | 6.64% | +815+2.5% | Added |
| Little House Capital LLC | 33,963 | $12.8M | 2.88% | −80−0.2% | Reduced |
| Zevin Asset Management LLC | 33,855 | $12.8M | 1.79% | −2,499−6.9% | Reduced |
| StoneX Group Inc. | 33,783 | $12.8M | 0.52% | +3,912+13.1% | Added |
| Rice Partnership, LLC | 33,739 | $12.7M | 1.55% | +1,716+5.4% | Added |
| RBF Capital, LLC | 33,730 | $12.7M | 0.53% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 33,649 | $12.7M | 0.45% | −299−0.9% | Reduced |
| Accurate Wealth Management, LLC | 31,753 | $12.7M | 1.21% | +2,953+10.3% | Added |
| Red Cedar Investment Management, LLC | 33,533 | $12.7M | 1.20% | 00.0% | Unchanged |
| Family Management Corp | 33,522 | $12.7M | 1.33% | +2,878+9.4% | Added |
| Northern Oak Wealth Management Inc | 33,485 | $12.6M | 1.43% | +549+1.7% | Added |
| Patten Group, Inc. | 33,418 | $12.6M | 1.96% | −1,137−3.3% | Reduced |
| Benchstone Capital Management LP | 33,332 | $12.6M | 1.57% | −114,415−77.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 33,310 | $12.6M | 0.54% | −5,920−15.1% | Reduced |
| Brasada Capital Management, LP | 33,242 | $12.6M | 2.27% | −1,348−3.9% | Reduced |
| Princeton Capital Management LLC | 33,196 | $12.5M | 2.83% | +1,235+3.9% | Added |
| Dorsey Wright & Associates | 33,067 | $12.5M | 2.12% | −19,058−36.6% | Reduced |
| JLB & Associates Inc | 33,064 | $12.5M | 1.67% | +14,439+77.5% | Added |
| Royal Fund Management, LLC | 33,018 | $12.5M | 1.04% | −1,522−4.4% | Reduced |
| Asset Dedication, LLC | 32,984 | $12.5M | 0.78% | −1,063−3.1% | Reduced |
| Argentarii, LLC | 29,924 | $12.5M | 3.75% | +474+1.6% | Added |
| TrimTabs Asset Management, LLC | 32,818 | $12.4M | 2.28% | +2,457+8.1% | Added |
| MinichMacGregor Wealth Management, LLC | 32,750 | $12.4M | 1.88% | +31,852+3,547.0% | Added |
| Impact Capital Partners LLC | 32,741 | $12.4M | 3.37% | +323+1.0% | Added |
| Mizuho Markets Americas LLC | 32,734 | $12.4M | 0.22% | +1,513+4.8% | Added |
| Morningstar Investment Management LLC | 39,937 | $12.4M | 0.76% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 32,693 | $12.3M | 0.74% | +3,996+13.9% | Added |
| Fortem Financial Group, LLC | 32,683 | $12.3M | 2.52% | +1,155+3.7% | Added |
| Root Financial Partners, LLC | 32,554 | $12.3M | 0.48% | +1,572+5.1% | Added |
| Greenwood Capital Associates LLC | 32,531 | $12.3M | 1.21% | +656+2.1% | Added |
| KP Management LLC | 32,500 | $12.3M | 2.57% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 32,411 | $12.2M | 2.15% | −1,115−3.3% | Reduced |
| Tempo Wealth, LLC | 32,369 | $12.2M | 1.81% | +632+2.0% | Added |
| Ambassador Advisors, LLC | 32,166 | $12.2M | 1.48% | +32,166 | New |
| Science & Technology Partners, L.P. | 32,151 | $12.1M | 2.05% | +23,001+251.4% | Added |
| Raub Brock Capital Management LP | 32,148 | $12.1M | 3.34% | −7,410−18.7% | Reduced |
| Boston Partners | 32,088 | $12.1M | 0.01% | +2,768+9.4% | Added |
| Decatur Capital Management, Inc. | 32,078 | $12.1M | 4.11% | −82−0.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 32,068 | $12.1M | 1.47% | −4,510−12.3% | Reduced |
| Concord Asset Management, LLC | 32,064 | $12.1M | 1.88% | +193+0.6% | Added |
| Grant Private Wealth Management Inc | 32,029 | $12.1M | 5.10% | +3,252+11.3% | Added |
| Rock Point Advisors, LLC | 31,989 | $12.1M | 2.96% | −5,163−13.9% | Reduced |