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, Q4 2024
Institutional positions in Broadcom Inc. as of Dec 31, 2024. 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
- 3,919
- +563 vs. Q3 2024
- Shares held
- 3.57B
- +73.5M (+2.1%) vs. Q3 2024
- Total value
- $828.2B
- +$226.3B (+37.6%) vs. Q3 2024
- New holders
- 673
- 1,514 more added
- Sold out
- 110
- 1,455 more reduced
62 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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, Q4 2024
Shares, value and share of portfolio for each institution holding Broadcom Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Opal Wealth Advisors, LLC | 2,364 | $548.0K | 0.16% | +151+6.8% | Added |
| Independent Wealth Network Inc. | 2,364 | $548.1K | 0.22% | +306+14.9% | Added |
| VisionPoint Advisory Group, LLC | 2,368 | $549.3K | 0.19% | −394−14.3% | Reduced |
| Harbor Advisory Corp | 2,370 | $549.5K | 0.18% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 2,383 | $552.6K | 0.17% | −330−12.2% | Reduced |
| Coastal Bridge Advisors, LLC | 2,384 | $552.7K | 0.14% | +4+0.2% | Added |
| Scarborough Advisors, LLC | 2,384 | $552.8K | 0.08% | +547+29.8% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 2,385 | $552.9K | 0.26% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 2,390 | $554.1K | 0.01% | 00.0% | Unchanged |
| Austin Wealth Management, LLC | 2,335 | $554.4K | 0.11% | +575+32.7% | Added |
| Jackson Hole Capital Partners, LLC | 2,398 | $556.0K | 0.11% | +628+35.5% | Added |
| West Coast Financial LLC | 2,400 | $556.4K | 0.06% | −12−0.5% | Reduced |
| Members Capital Advisors Inc | 2,400 | $556.4K | 0.50% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 2,401 | $556.7K | 0.33% | +92+4.0% | Added |
| Wall Street Access Asset Management, LLC | 2,405 | $557.6K | 0.21% | +1,225+103.8% | Added |
| WPG Advisers, LLC | 2,405 | $557.6K | 0.52% | +2,405 | New |
| Ironsides Asset Advisors, LLC | 2,409 | $558.5K | 0.16% | +100+4.3% | Added |
| Clarity Financial LLC | 2,410 | $558.7K | 0.07% | −958−28.4% | Reduced |
| Burns Matteson Capital Management, LLC | 2,415 | $560.0K | 0.31% | +622+34.7% | Added |
| McMahon Financial Advisors, LLC | 2,430 | $563.4K | 0.14% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 2,466 | $564.0K | 0.22% | −528−17.6% | Reduced |
| Chemistry Wealth Management LLC | 2,435 | $564.5K | 0.13% | +408+20.1% | Added |
| Compass Capital Corp | 2,402 | $565.0K | 0.22% | +2,402 | New |
| Francis Financial, Inc. | 4,252 | $565.9K | 0.14% | +2,153+102.6% | Added |
| Vestia Personal Wealth Advisors | 2,442 | $566.2K | 0.47% | +644+35.8% | Added |
| McElhenny Sheffield Capital Management, LLC | 2,445 | $566.8K | 0.19% | −73−2.9% | Reduced |
| Shilanski & Associates, Inc. | 2,457 | $569.6K | 0.18% | −453−15.6% | Reduced |
| Ahl Investment Management, Inc. | 2,460 | $570.3K | 0.40% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 2,465 | $571.5K | 0.12% | −435−15.0% | Reduced |
| Clifford Group, LLC | 2,469 | $572.3K | 0.44% | −40−1.6% | Reduced |
| Cohen Capital Management, Inc. | 2,470 | $572.6K | 0.10% | 00.0% | Unchanged |
| Bennett Associates Wealth Management | 2,472 | $573.1K | 0.48% | +2,472 | New |
| CapWealth Advisors, LLC | 2,474 | $573.6K | 0.06% | +319+14.8% | Added |
| Fulcrum Equity Management | 2,479 | $574.8K | 0.57% | −450−15.4% | Reduced |
| Prossimo Advisors, LLC | 2,484 | $576.0K | 0.42% | +19+0.8% | Added |
| Garner Asset Management Corp | 2,486 | $576.0K | 0.27% | +127+5.4% | Added |
| Madison Asset Management, LLC | 2,485 | $576.1K | 0.01% | 00.0% | Unchanged |
| Madison Investment Advisors, LLC | 2,485 | $576.1K | 0.01% | +2,485 | New |
| Maripau Wealth Management LLC | 2,491 | $577.6K | 0.34% | +2,491 | New |
| Bawa N Mallick Trust | 2,500 | $579.6K | 0.25% | +2,500 | New |
| Creekside Partners | 2,503 | $580.3K | 0.30% | +82+3.4% | Added |
| Milestone Asset Management Group, LLC | 2,506 | $581.1K | 0.52% | +2,506 | New |
| Bruce G. Allen Investments, LLC | 2,508 | $581.5K | 0.47% | −1,485−37.2% | Reduced |
| Blume Capital Management, Inc. | 2,515 | $583.1K | 0.13% | −375−13.0% | Reduced |
| First National Bank Sioux Falls | 2,520 | $584.2K | 0.25% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2,525 | $585.3K | 0.05% | +115+4.8% | Added |
| Oxler Private Wealth LLC | 2,528 | $586.2K | 0.19% | +6+0.2% | Added |
| Three Seasons Wealth, LLC | 2,532 | $587.0K | 0.29% | −1,870−42.5% | Reduced |
| Prosperity Wealth Management, Inc. | 2,544 | $589.8K | 0.24% | +147+6.1% | Added |
| Petros Family Wealth, LLC | 2,548 | $590.7K | 0.64% | +2,548 | New |
| Peoples Bank | 2,550 | $591.2K | 0.35% | −3,229−55.9% | Reduced |
| Granite Group Advisors, LLC | 2,556 | $592.6K | 0.38% | −17−0.7% | Reduced |
| Lantz Financial LLC | 2,564 | $594.5K | 0.16% | −65−2.5% | Reduced |
| Clark Financial Services Group Inc | 2,578 | $598.0K | 0.46% | +6+0.2% | Added |
| Keyvantage Wealth, LLC | 2,583 | $598.8K | 0.43% | +2,583 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 2,586 | $599.5K | 0.10% | −203−7.3% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,589 | $600.3K | 0.14% | +38+1.5% | Added |
| IVC Wealth Advisors LLC | 2,596 | $601.9K | 0.34% | +199+8.3% | Added |
| Rockland Trust Co | 2,597 | $602.1K | 0.03% | −453−14.9% | Reduced |
| Renaissance Technologies LLC | 2,538 | $602.4K | 0.00% | +2,538 | New |
| Accredited Investors Inc. | 2,599 | $602.5K | 0.04% | +270+11.6% | Added |
| King Wealth | 2,607 | $604.0K | 0.09% | +3+0.1% | Added |
| Omnia Family Wealth, LLC | 2,611 | $605.3K | 0.25% | +264+11.2% | Added |
| Pinnbrook Capital Management LP | 2,616 | $606.5K | 0.21% | +2,616 | New |
| High Net Worth Advisory Group LLC | 2,626 | $608.8K | 0.17% | +16+0.6% | Added |
| Abacus Planning Group, Inc. | 2,629 | $609.4K | 0.11% | −114−4.2% | Reduced |
| Royal Capital Wealth Management, LLC | 2,640 | $612.1K | 0.43% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 2,644 | $613.0K | 0.14% | −267−9.2% | Reduced |
| Prospect Financial Services LLC | 2,646 | $613.4K | 0.34% | −396−13.0% | Reduced |
| JFS Wealth Advisors, LLC | 2,646 | $613.6K | 0.04% | +179+7.3% | Added |
| Ellis Investment Partners, LLC | 2,648 | $613.8K | 0.12% | −93−3.4% | Reduced |
| Wise Wealth Partners | 2,649 | $614.1K | 1.51% | +2,649 | New |
| Eight 31 Financial LLC | 2,650 | $614.4K | 0.46% | −700−20.9% | Reduced |
| Madison Wealth Partners, Inc | 2,651 | $614.6K | 0.17% | −203−7.1% | Reduced |
| Defined Financial Planning LLC | 2,660 | $616.7K | 0.66% | +2,660 | New |
| Montz Harcus Wealth Management LLC | 2,661 | $616.9K | 0.34% | −236−8.1% | Reduced |
| GFG Capital, LLC | 2,661 | $616.9K | 0.17% | +54+2.1% | Added |
| 4WEALTH Advisors, Inc. | 2,666 | $618.1K | 0.63% | +2,666 | New |
| City Holding Co | 2,668 | $618.5K | 0.09% | +1,338+100.6% | Added |
| Alternative Investment Advisors, LLC. | 2,669 | $618.7K | 0.32% | −6,698−71.5% | Reduced |
| PharVision Advisers, LLC | 2,669 | $618.8K | 0.52% | +2,669 | New |
| IMZ Advisory Inc | 2,672 | $619.5K | 0.28% | −1,475−35.6% | Reduced |
| Wallace Hart LLC | 2,678 | $620.9K | 0.50% | +233+9.5% | Added |
| BankPlus Trust Department | 2,679 | $621.1K | 0.20% | +2,679 | New |
| First National Bank of Omaha | 2,680 | $621.3K | 0.04% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 2,680 | $621.3K | 0.41% | +2,680 | New |
| Palo Alto Wealth Advisors, LLC | 2,680 | $621.4K | 0.22% | +241+9.9% | Added |
| Southland Equity Partners LLC | 2,681 | $621.6K | 0.14% | −195−6.8% | Reduced |
| Echo45 Advisors LLC | 2,675 | $622.1K | 0.41% | +238+9.8% | Added |
| NorthStar Asset Management LLC | 2,684 | $622.2K | 0.40% | +163+6.5% | Added |
| Partners Wealth Management, LLC | 2,709 | $628.1K | 0.71% | +2,709 | New |
| Occidental Asset Management, LLC | 2,710 | $628.3K | 0.10% | −861−24.1% | Reduced |
| Fortis Capital Advisors, LLC | 3,860 | $628.5K | 0.21% | −4,640−54.6% | Reduced |
| One Charles Private Wealth Services, LLC | 2,714 | $629.2K | 0.21% | +274+11.2% | Added |
| Disciplined Investors, L.L.C. | 2,794 | $629.6K | 0.61% | +2,794 | New |
| Breakwater Capital Group | 2,721 | $630.8K | 0.13% | +10+0.4% | Added |
| Richardson Financial Services Inc. | 2,682 | $631.6K | 0.44% | +175+7.0% | Added |
| Fedenia Advisers LLC | 2,727 | $632.2K | 0.37% | +2,727 | New |
| DB Fitzpatrick & Co, Inc | 2,729 | $632.7K | 0.58% | −4,331−61.3% | Reduced |
| Monterey Private Wealth, Inc. | 2,732 | $633.4K | 0.21% | +353+14.8% | Added |