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, 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
Q3 2026 data is still coming in: 22 institutions have reported holding AVGO so far. See Q3 2026
- Institutional holders
- 4,855
- +208 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
- 350
- 2,296 more added
- Sold out
- 142
- 1,896 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 | 4,855 | $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, 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 |
|---|---|---|---|---|---|
| PMG Family Office LLC | 1,612 | $608.9K | 0.56% | +370+29.8% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 1,612 | $608.8K | 0.36% | +3+0.2% | Added |
| Palladiem, LLC | 1,609 | $607.9K | 0.59% | +151+10.4% | Added |
| Future Financial Wealth Managment LLC | 1,549 | $607.9K | 0.38% | +120+8.4% | Added |
| TrueWealth Advisors, LLC | 1,607 | $606.9K | 0.14% | −70−4.2% | Reduced |
| Paragon Capital Management LLC | 1,599 | $604.0K | 0.28% | 00.0% | Unchanged |
| Shikiar Asset Management Inc | 1,600 | $604.0K | 0.15% | +700+77.8% | Added |
| Helen Stephens Group, LLC | 1,599 | $603.9K | 0.10% | +100+6.7% | Added |
| United Financial Planning Group LLC | 1,598 | $603.5K | 0.31% | +1,034+183.3% | Added |
| Fulcrum Capital LLC | 1,594 | $602.1K | 0.12% | −361−18.5% | Reduced |
| Entelevest, LLC | 1,591 | $601.0K | 0.53% | +17+1.1% | Added |
| Kingsbury Capital Investment Advisors LLC | 1,590 | $600.8K | 0.51% | +63+4.1% | Added |
| KMT Wealth Management, LLC | 1,590 | $600.8K | 0.51% | +800+101.3% | Added |
| Harvest Investment Advisors, LLC | 1,590 | $600.6K | 0.30% | −75−4.5% | Reduced |
| Bath Savings Trust Co | 1,580 | $596.8K | 0.06% | +34+2.2% | Added |
| Financial Partners Group, Inc | 1,580 | $596.8K | 0.06% | +426+36.9% | Added |
| Kemnay Advisory Services Inc. | 1,578 | $596.1K | 0.08% | +174+12.4% | Added |
| Financial Plan, Inc. | 1,577 | $595.7K | 0.06% | +186+13.4% | Added |
| Uhlmann Price Securities, LLC | 1,576 | $595.4K | 0.02% | −169−9.7% | Reduced |
| Stony Point Wealth Management Inc. | 1,571 | $593.4K | 0.21% | +238+17.9% | Added |
| Harrington Investments, INC | 1,570 | $593.1K | 0.29% | −40−2.5% | Reduced |
| Family Investment Center, Inc. | 1,568 | $592.3K | 0.10% | +1,568 | New |
| White Lighthouse Investment Management Inc. | 1,567 | $591.9K | 0.07% | −48−3.0% | Reduced |
| Opulen Financial Group LLC | 1,563 | $590.4K | 0.37% | +187+13.6% | Added |
| Blue Square Asset Management, LLC | 1,562 | $590.0K | 0.24% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 1,556 | $587.8K | 0.22% | 00.0% | Unchanged |
| IMZ Advisory Inc | 1,555 | $587.3K | 0.19% | +3+0.2% | Added |
| HBE Wealth Management, LLC | 1,554 | $587.0K | 0.42% | −105−6.3% | Reduced |
| Private Wealth Management Group, LLC | 1,554 | $587.0K | 0.14% | −1−0.1% | Reduced |
| Wealth Quarterback LLC | 1,551 | $586.1K | 0.18% | +54+3.6% | Added |
| Rubicon Advisors, GP | 1,551 | $586.0K | 0.43% | −593−27.7% | Reduced |
| Eq LLC | 1,550 | $585.5K | 0.14% | −11−0.7% | Reduced |
| Lakeridge Wealth Management LLC | 1,549 | $585.2K | 0.21% | +228+17.3% | Added |
| Nadler Financial Group, Inc. | 1,548 | $584.8K | 0.05% | +21+1.4% | Added |
| Schubert & Co | 1,545 | $583.4K | 0.40% | +120+8.4% | Added |
| tru Independence LLC | 1,538 | $580.8K | 0.25% | +12+0.8% | Added |
| Northstar Financial Companies, Inc. | 1,537 | $580.6K | 0.39% | −482−23.9% | Reduced |
| DeLarme Wealth Management, Inc. | 1,536 | $580.2K | 0.34% | −53−3.3% | Reduced |
| Koss-Olinger Consulting, LLC | 1,535 | $579.7K | 0.04% | −3,598−70.1% | Reduced |
| Prasad Wealth Partners, LLC | 1,534 | $579.6K | 0.14% | −29−1.9% | Reduced |
| TSA Wealth Managment LLC | 1,534 | $579.5K | 0.16% | +186+13.8% | Added |
| Financial Gravity Companies, Inc. | 1,533 | $579.1K | 0.09% | +1,533 | New |
| Ashford Capital Management Inc | 1,530 | $578.0K | 0.06% | −130−7.8% | Reduced |
| Harvey Capital Management Inc | 1,530 | $578.0K | 0.12% | +1,530 | New |
| Fiducient Advisors LLC | 1,527 | $576.8K | 0.08% | +457+42.7% | Added |
| Magnolia Private Wealth, LLC | 1,526 | $576.4K | 0.32% | +326+27.2% | Added |
| Heritage Oak Wealth Advisors LLC | 1,525 | $576.2K | 0.17% | +22+1.5% | Added |
| Aspen Investment Management Inc | 1,526 | $576.0K | 0.15% | −584−27.7% | Reduced |
| Eaton-Cambridge Inc. | 1,524 | $575.7K | 0.16% | +91+6.4% | Added |
| Bridgewealth Advisory Group, LLC | 1,522 | $574.9K | 0.11% | +4+0.3% | Added |
| Addison Advisors LLC | 1,516 | $572.8K | 0.27% | −4,007−72.6% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 1,515 | $572.3K | 0.35% | −7−0.5% | Reduced |
| High Point Wealth Management, LLC | 1,510 | $570.2K | 0.47% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 1,508 | $569.6K | 0.53% | −66−4.2% | Reduced |
| Nelson Capital Management, LLC | 1,507 | $569.1K | 0.06% | +21+1.4% | Added |
| GFS Advisors, LLC | 650 | $568.1K | 0.06% | −859−56.9% | Reduced |
| Parker Financial LLC | 1,502 | $567.4K | 0.21% | −52−3.3% | Reduced |
| Note Advisors, LLC | 1,497 | $565.5K | 0.25% | 00.0% | Unchanged |
| Towercrest Capital Management | 1,496 | $565.1K | 0.08% | −8−0.5% | Reduced |
| Gallacher Capital Management LLC | 1,494 | $564.4K | 0.32% | −1,951−56.6% | Reduced |
| Braeburn Wealth Management LLC | 1,494 | $564.4K | 0.24% | +271+22.2% | Added |
| OFS Enterprise LLC | 1,484 | $560.6K | 0.14% | +55+3.8% | Added |
| Catalyst Investment Management LLC | 1,484 | $560.5K | 0.51% | +182+14.0% | Added |
| Shira Ridge Wealth Management | 1,481 | $559.4K | 0.20% | +51+3.6% | Added |
| Barlow Wealth Partners, Inc. | 1,438 | $559.0K | 0.06% | 00.0% | Unchanged |
| Ascension Capital Advisors, Inc. | 1,478 | $558.3K | 0.16% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 1,478 | $558.2K | 0.02% | +3+0.2% | Added |
| Integrated Wealth Management | 1,476 | $557.7K | 0.59% | +6+0.4% | Added |
| Rexford Capital Inc | 1,470 | $555.3K | 0.34% | +111+8.2% | Added |
| Fidelity D & D Bancorp Inc | 1,469 | $554.9K | 0.19% | +580+65.2% | Added |
| Clarus Wealth Advisors | 1,422 | $552.7K | 0.21% | +57+4.2% | Added |
| One + One Wealth Management, LLC | 1,462 | $552.3K | 0.24% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 1,454 | $549.2K | 0.07% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 1,453 | $548.9K | 0.02% | +1,453 | New |
| Baring Financial LLC | 1,453 | $548.8K | 0.30% | −16−1.1% | Reduced |
| 1620 Investment Advisors, Inc. | 1,452 | $548.7K | 0.34% | −794−35.4% | Reduced |
| Heritage Wealth Management, Inc./Texas | 1,452 | $548.7K | 0.21% | 00.0% | Unchanged |
| Liberty Square Wealth Partners LLC | 1,450 | $547.7K | 0.13% | −886−37.9% | Reduced |
| Roof Eidam & Maycock | 1,450 | $547.7K | 0.11% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 1,450 | $547.7K | 0.48% | 00.0% | Unchanged |
| Carrera Capital Advisors | 1,449 | $547.3K | 0.08% | −45−3.0% | Reduced |
| Acorn Financial Advisory Services Inc | 1,448 | $547.0K | 0.07% | −113−7.2% | Reduced |
| WealthTrust Axiom LLC | 1,445 | $545.8K | 0.12% | −52−3.5% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 1,438 | $543.3K | 0.15% | +23+1.6% | Added |
| Redwood Family Wealth LLC | 1,437 | $542.8K | 0.48% | −1,014−41.4% | Reduced |
| Verus Financial Partners, Inc. | 1,437 | $542.8K | 0.05% | +13+0.9% | Added |
| Dimension Capital Management LLC | 1,436 | $542.4K | 0.06% | +112+8.5% | Added |
| AAFCPAs Wealth Management, LLC | 1,436 | $542.3K | 0.20% | −26−1.8% | Reduced |
| Cornerstone Financial Management LLC | 1,435 | $542.1K | 0.43% | +139+10.7% | Added |
| Golden State Equity Partners | 1,429 | $539.8K | 1.45% | −54,836−97.5% | Reduced |
| Prairie Advisory, LLC | 1,428 | $539.4K | 0.13% | +1,428 | New |
| Cynosure Management, LLC | 1,425 | $538.3K | 0.08% | −42−2.9% | Reduced |
| Avaii Wealth Management, LLC | 1,424 | $538.0K | 0.16% | +620+77.1% | Added |
| Johnson Wealth Management, LLC | 1,423 | $537.6K | 0.23% | +21+1.5% | Added |
| Gray Private Wealth, LLC | 1,423 | $537.5K | 0.23% | +351+32.7% | Added |
| CSS LLC | 1,421 | $536.8K | 0.02% | +431+43.5% | Added |
| Elmwood Wealth Management, Inc. | 1,419 | $536.2K | 0.13% | +321+29.2% | Added |
| Brightwater Advisory LLC | 1,414 | $534.1K | 0.34% | −902−38.9% | Reduced |
| Morris Financial Concepts, Inc. | 1,413 | $533.8K | 0.16% | +50+3.7% | Added |
| AIMZ Investment Advisors, LLC | 1,413 | $533.8K | 0.15% | +26+1.9% | Added |