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 |
|---|---|---|---|---|---|
| Optivise Advisory Services LLC | 2,740 | $635.1K | 0.34% | −593−17.8% | Reduced |
| Firethorn Wealth Partners, LLC | 2,741 | $635.4K | 0.32% | −36−1.3% | Reduced |
| CAP Partners, LLC | 2,746 | $636.6K | 0.45% | −19−0.7% | Reduced |
| Hansen & Associates Financial Group, Inc. | 2,636 | $637.1K | 0.32% | −150−5.4% | Reduced |
| Cyr Financial Inc. | 2,753 | $638.3K | 0.58% | +2,753 | New |
| Brown, Lisle/Cummings, Inc. | 2,755 | $638.7K | 0.19% | +205+8.0% | Added |
| Williams & Novak, LLC | 2,756 | $638.9K | 0.62% | +6+0.2% | Added |
| HMV Wealth Advisors, LLC | 2,762 | $640.3K | 0.64% | +2,762 | New |
| McLean Asset Management Corp | 2,763 | $640.6K | 0.19% | −13−0.5% | Reduced |
| Abbot Financial Management, Inc. | 2,764 | $640.8K | 0.32% | +2,764 | New |
| Centennial Wealth Advisory LLC | 2,765 | $641.1K | 0.25% | +335+13.8% | Added |
| Aufman Associates Inc | 2,768 | $641.8K | 0.43% | −149−5.1% | Reduced |
| Hidden Cove Wealth Management, LLC | 2,772 | $642.7K | 0.52% | +2,772 | New |
| Platform Technology Partners | 2,778 | $644.2K | 0.20% | +239+9.4% | Added |
| Financial Insights, Inc. | 2,780 | $644.5K | 0.24% | −7,455−72.8% | Reduced |
| Riversedge Advisors, LLC | 2,784 | $645.4K | 0.15% | +232+9.1% | Added |
| M1 Capital Management LLC | 2,785 | $645.7K | 0.35% | +2,785 | New |
| Maia Wealth LLC | 3,199 | $647.2K | 0.14% | +1,532+91.9% | Added |
| Sugarloaf Wealth Management, LLC | 2,794 | $647.7K | 0.12% | −23,656−89.4% | Reduced |
| Pine Haven Investment Counsel, Inc | 2,797 | $648.4K | 0.53% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 2,798 | $648.7K | 0.07% | +118+4.4% | Added |
| Eldridge Investment Advisors, Inc. | 2,800 | $649.0K | 0.15% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 2,800 | $649.2K | 0.48% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 2,803 | $649.8K | 0.22% | +2,803 | New |
| Eagle Global Advisors LLC | 2,810 | $651.5K | 0.03% | 00.0% | Unchanged |
| Persium Advisors, LLC | 2,813 | $652.2K | 0.64% | +2,813 | New |
| Northstar Group, Inc. | 2,820 | $653.8K | 0.11% | +500+21.6% | Added |
| A. D. Beadell Investment Counsel, Inc. | 2,823 | $654.0K | 0.53% | −30−1.1% | Reduced |
| Atlas Legacy Advisors, LLC | 2,827 | $655.4K | 0.16% | +2,827 | New |
| Eagle Wealth Strategies LLC | 2,831 | $656.3K | 0.48% | +77+2.8% | Added |
| Everett Harris & Co | 2,831 | $656.3K | 0.01% | +588+26.2% | Added |
| Opinicus Capital, Inc. | 2,835 | $657.2K | 0.55% | −270−8.7% | Reduced |
| Paul Damon & Associates, Inc. | 2,835 | $657.3K | 0.40% | +503+21.6% | Added |
| Country Trust Bank | 2,840 | $658.4K | 0.02% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 2,841 | $658.7K | 0.25% | +222+8.5% | Added |
| Covestor Ltd | 2,842 | $659.0K | 0.41% | +430+17.8% | Added |
| Falcon Wealth Planning | 2,843 | $659.2K | 0.07% | +11+0.4% | Added |
| Compass Ion Advisors, LLC | 2,846 | $659.8K | 0.08% | −69−2.4% | Reduced |
| Weaver Consulting Group | 2,847 | $660.0K | 0.20% | +84+3.0% | Added |
| Gutierrez Wealth Advisory, LLC | 2,860 | $663.1K | 0.55% | +2,860 | New |
| Alesco Advisors LLC | 2,868 | $664.9K | 0.02% | +28+1.0% | Added |
| Sutton Place Investors LLC | 2,873 | $666.1K | 0.39% | −95−3.2% | Reduced |
| Cascade Financial Partners, LLC | 2,882 | $668.1K | 0.09% | +50+1.8% | Added |
| Lincoln Capital Corp | 2,883 | $668.4K | 0.27% | +383+15.3% | Added |
| Fortune Financial Advisors, LLC | 2,886 | $669.2K | 0.61% | −25−0.9% | Reduced |
| First Bank & Trust | 2,890 | $670.0K | 0.13% | +274+10.5% | Added |
| Lebenthal Global Advisors, LLC | 2,891 | $670.3K | 0.12% | +175+6.4% | Added |
| Members Wealth LLC | 2,837 | $670.5K | 0.50% | +2,837 | New |
| Pullen Investment Management, LLC | 2,909 | $674.4K | 0.44% | −231−7.4% | Reduced |
| Watershed Private Wealth LLC | 2,909 | $674.4K | 0.26% | −175−5.7% | Reduced |
| Clark Wealth Partners | 2,910 | $674.6K | 0.52% | +2,910 | New |
| 1776 Wealth LLC | 2,912 | $675.1K | 0.31% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 2,918 | $676.4K | 0.09% | −1,058−26.6% | Reduced |
| Weil Company, Inc. | 2,920 | $677.0K | 0.23% | −630−17.7% | Reduced |
| Marion Wealth Management | 2,930 | $679.3K | 0.18% | +1,000+51.8% | Added |
| Walker Asset Management, LLC | 2,931 | $679.5K | 0.42% | +7+0.2% | Added |
| Voisard Asset Management Group, Inc. | 2,935 | $680.5K | 0.23% | +15+0.5% | Added |
| Kera Capital Partners, Inc. | 2,939 | $681.3K | 0.20% | +2,939 | New |
| GatePass Capital, LLC | 2,939 | $681.5K | 0.74% | +2,939 | New |
| Principle Wealth Partners LLC | 2,941 | $681.9K | 0.05% | +189+6.9% | Added |
| Crew Capital Management, Ltd. | 2,942 | $682.1K | 0.56% | +4+0.1% | Added |
| Campion Asset Management LLC | 2,950 | $683.9K | 0.52% | 00.0% | Unchanged |
| Apella Capital, LLC | 2,956 | $685.3K | 0.03% | +172+6.2% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 2,967 | $687.9K | 0.73% | −2,354−44.2% | Reduced |
| Virtue Capital Management, LLC | 2,991 | $693.4K | 0.14% | −2,201−42.4% | Reduced |
| Garrett Wealth Advisory Group, LLC | 2,992 | $693.6K | 0.16% | +2,992 | New |
| Old North State Trust, LLC | 2,993 | $694.0K | 0.44% | +52+1.8% | Added |
| Financial Sense Advisors, Inc. | 3,000 | $695.5K | 0.23% | 00.0% | Unchanged |
| Crystal Rock Capital Management | 3,000 | $695.5K | 0.43% | +3,000 | New |
| Acropolis Investment Management, LLC | 3,007 | $697.3K | 0.04% | −29−1.0% | Reduced |
| Collective Family Office LLC | 3,010 | $697.8K | 0.19% | +100+3.4% | Added |
| Pettee Investors, Inc. | 3,010 | $697.8K | 0.35% | +300+11.1% | Added |
| MV Capital Management, Inc. | 3,010 | $697.8K | 0.07% | +157+5.5% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 3,017 | $699.0K | 0.56% | +1,799+147.7% | Added |
| High Falls Advisors, Inc | 3,019 | $699.9K | 0.16% | +80+2.7% | Added |
| Elyxium Wealth, LLC | 3,022 | $700.7K | 0.43% | −11,383−79.0% | Reduced |
| Fernwood Investment Management, LLC | 3,025 | $701.3K | 0.24% | +990+48.6% | Added |
| Sunburst Financial Group, LLC | 3,027 | $701.8K | 0.17% | −67−2.2% | Reduced |
| Granite Harbor Advisors, Inc. | 3,029 | $702.2K | 0.39% | −4−0.1% | Reduced |
| CSS LLC | 3,030 | $702.5K | 0.04% | −2,510−45.3% | Reduced |
| Capstone Financial Advisors, Inc. | 3,037 | $704.2K | 0.04% | +3,037 | New |
| Howard Capital Management Group, LLC | 3,039 | $704.6K | 0.05% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 3,042 | $705.3K | 0.09% | −48−1.6% | Reduced |
| Hudson Value Partners, LLC | 3,050 | $707.1K | 0.26% | −20−0.7% | Reduced |
| Numerai GP LLC | 3,051 | $707.3K | 0.19% | +1,381+82.7% | Added |
| Vista Wealth Management Group, LLC | 3,064 | $710.4K | 0.05% | +141+4.8% | Added |
| Meyer Handelman Co | 3,073 | $712.4K | 0.02% | +59+2.0% | Added |
| Tortoise Investment Management, LLC | 3,075 | $712.9K | 0.08% | +198+6.9% | Added |
| Pennington Partners & Co., LLC | 3,079 | $713.8K | 0.35% | +3,079 | New |
| Keystone Wealth Services, LLC | 3,082 | $714.6K | 0.19% | +70+2.3% | Added |
| Fosun International Ltd | 3,089 | $716.2K | 0.22% | +689+28.7% | Added |
| Invst, LLC | 3,091 | $716.6K | 0.09% | +67+2.2% | Added |
| Sig Brokerage, LP | 3,095 | $717.5K | 0.34% | +3,095 | New |
| Melfa Wealth Management, LLC | 3,100 | $718.7K | 0.48% | 00.0% | Unchanged |
| Financial Management Network Inc | 3,099 | $720.8K | 0.15% | −529−14.6% | Reduced |
| Blue Investment Partners LLC | 3,110 | $721.0K | 0.26% | 00.0% | Unchanged |
| City Center Advisors, LLC | 3,111 | $721.3K | 0.81% | −53−1.7% | Reduced |
| Armbruster Capital Management, Inc. | 3,118 | $722.9K | 0.15% | +38+1.2% | Added |
| Contravisory Investment Management, Inc. | 3,119 | $723.1K | 0.15% | −311−9.1% | Reduced |
| Monticello Wealth Management, LLC | 3,120 | $723.3K | 0.06% | +4+0.1% | Added |