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
- 3,918
- +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
- 1,513 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 |
|---|---|---|---|---|---|
| RW Investment Management LLC | 4,171 | $967.0K | 0.12% | 00.0% | Unchanged |
| Capital Planning LLC | 4,178 | $968.6K | 0.25% | +554+15.3% | Added |
| Morton Capital Management LLC | 4,179 | $968.9K | 0.18% | +71+1.7% | Added |
| American Trust | 4,180 | $969.1K | 0.07% | −60−1.4% | Reduced |
| Lafayette Investments, Inc. | 4,180 | $969.1K | 0.21% | 00.0% | Unchanged |
| Sandler Capital Management | 4,190 | $971.4K | 0.16% | 00.0% | Unchanged |
| McNaughton Wealth Management, LLC | 4,195 | $972.6K | 0.47% | +215+5.4% | Added |
| Northstar Asset Management LLC | 4,200 | $973.7K | 0.22% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 4,204 | $974.5K | 0.74% | +299+7.7% | Added |
| Cottage Street Advisors LLC | 4,205 | $975.0K | 0.51% | −421−9.1% | Reduced |
| Wellspring Financial Advisors, LLC | 4,206 | $975.1K | 0.10% | −5,693−57.5% | Reduced |
| Rockport Wealth LLC | 4,212 | $976.5K | 0.43% | +42+1.0% | Added |
| Knightsbridge Asset Management, LLC | 4,215 | $977.1K | 0.23% | +292+7.4% | Added |
| Woodward Diversified Capital, LLC | 4,215 | $977.2K | 0.72% | −6,015−58.8% | Reduced |
| One + One Wealth Management, LLC | 4,222 | $978.8K | 0.57% | +85+2.1% | Added |
| Coordinated Financial Services, Inc. | 4,234 | $981.5K | 0.77% | +4,234 | New |
| Smith Anglin Financial, LLC | 4,234 | $981.6K | 0.09% | −783−15.6% | Reduced |
| Truepoint, Inc. | 4,238 | $982.5K | 0.03% | +456+12.1% | Added |
| Northcape Wealth Management, LLC | 4,254 | $986.3K | 0.32% | −100−2.3% | Reduced |
| Beacon Capital Management, LLC | 4,257 | $986.8K | 0.13% | +11+0.3% | Added |
| Hofer & Associates. Inc | 4,261 | $987.9K | 0.66% | +10.0% | Added |
| My Legacy Advisors, LLC | 4,336 | $988.6K | 0.38% | +786+22.1% | Added |
| Douglas Lane & Associates, LLC | 4,270 | $990.0K | 0.01% | +19+0.4% | Added |
| Mengis Capital Management, Inc. | 4,304 | $997.8K | 0.20% | +2,150+99.8% | Added |
| Ninepoint Partners LP | 4,312 | $999.7K | 0.16% | −946−18.0% | Reduced |
| Gilbert & Cook, Inc. | 4,314 | $1.00M | 0.14% | −4,370−50.3% | Reduced |
| Congress Park Capital LLC | 4,320 | $1.00M | 0.36% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 4,324 | $1.00M | 0.28% | +523+13.8% | Added |
| Smart Money Group LLC | 4,326 | $1.00M | 0.35% | +21+0.5% | Added |
| Catalyst Capital Advisors LLC | 4,348 | $1.01M | 0.02% | +570+15.1% | Added |
| J. L. Bainbridge & Co., Inc. | 4,356 | $1.01M | 0.10% | +36+0.8% | Added |
| Ridgewood Investments LLC | 4,361 | $1.01M | 0.49% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 4,501 | $1.01M | 0.57% | +556+14.1% | Added |
| Charter Oak Capital Management, LLC | 4,371 | $1.01M | 0.09% | +392+9.9% | Added |
| Encompass More Asset Management | 4,381 | $1.02M | 0.34% | +1,179+36.8% | Added |
| Twin Peaks Wealth Advisors, LLC | 4,401 | $1.02M | 0.43% | +585+15.3% | Added |
| Kirtland Hills Capital Management, LLC | 4,420 | $1.02M | 0.66% | +1,037+30.7% | Added |
| Callahan Advisors, LLC | 4,427 | $1.03M | 0.10% | −245−5.2% | Reduced |
| Red Wave Investments LLC | 4,443 | $1.03M | 0.36% | −258−5.5% | Reduced |
| Pacific Point Advisors, LLC | 4,645 | $1.03M | 0.63% | +4,645 | New |
| Aventura Private Wealth, LLC | 4,457 | $1.03M | 0.56% | +4,457 | New |
| Evolution Wealth Advisors, LLC | 4,450 | $1.03M | 0.17% | +827+22.8% | Added |
| Kellett Schaffner Wealth Advisors LLC | 4,461 | $1.03M | 0.71% | +233+5.5% | Added |
| Live Oak Investment Partners | – | $1.03M | 0.79% | – | – |
| Acorn Creek Capital LLC | 4,469 | $1.04M | 0.53% | −579−11.5% | Reduced |
| Fortress Wealth Group, LLC | 4,761 | $1.04M | 0.50% | +40+0.8% | Added |
| Aries Wealth Management | 4,500 | $1.04M | 0.29% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 4,504 | $1.04M | 0.87% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 4,509 | $1.05M | 0.69% | +32+0.7% | Added |
| Creative Financial Designs Inc | 4,516 | $1.05M | 0.09% | +13+0.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 4,523 | $1.05M | 0.11% | +384+9.3% | Added |
| Marest Capital, LLC | 4,539 | $1.05M | 0.85% | +46+1.0% | Added |
| Selway Asset Management | 4,550 | $1.05M | 0.41% | 00.0% | Unchanged |
| LRT Capital Management, LLC | 4,568 | $1.06M | 0.83% | +4,568 | New |
| Security Financial Services, INC. | 4,572 | $1.06M | 0.22% | +167+3.8% | Added |
| Net Worth Advisory Group | 4,581 | $1.06M | 0.32% | −2,188−32.3% | Reduced |
| Smith Shellnut Wilson LLC | 4,585 | $1.06M | 0.47% | +183+4.2% | Added |
| Bangor Savings Bank | 4,589 | $1.06M | 0.10% | +140+3.1% | Added |
| Beacon Bridge Wealth Partners, LLC | 4,590 | $1.06M | 0.45% | −375−7.6% | Reduced |
| Whelan Financial | 4,593 | $1.06M | 0.42% | +1,551+51.0% | Added |
| Patrick M Sweeney & Associates, Inc | 4,594 | $1.07M | 0.80% | −5−0.1% | Reduced |
| Motive Wealth Advisors | 4,600 | $1.07M | 0.57% | +4,209+1,076.5% | Added |
| Horizon Family Wealth, Inc. | 4,621 | $1.07M | 0.71% | −670−12.7% | Reduced |
| one8zero8, LLC | 4,627 | $1.07M | 0.23% | +4,627 | New |
| Milestone Asset Management, LLC | 4,646 | $1.08M | 0.24% | +91+2.0% | Added |
| Merriman Wealth Management, LLC | 4,648 | $1.08M | 0.04% | +161+3.6% | Added |
| Wealthstream Advisors, Inc. | 4,661 | $1.08M | 0.20% | +70+1.5% | Added |
| Keudell/Morrison Wealth Management | 4,669 | $1.08M | 0.28% | −242−4.9% | Reduced |
| PKS Advisory Services, LLC | 4,673 | $1.08M | 0.30% | +4,673 | New |
| Hillsdale Investment Management Inc. | 4,694 | $1.09M | 0.06% | −220−4.5% | Reduced |
| KLCM Advisors, Inc. | 4,700 | $1.09M | 0.13% | −4,040−46.2% | Reduced |
| BigSur Wealth Management LLC | 4,712 | $1.09M | 0.31% | −2,085−30.7% | Reduced |
| Green Square Capital Advisors LLC | 4,716 | $1.09M | 0.15% | −862−15.5% | Reduced |
| Advisory Resource Group | 4,717 | $1.09M | 0.23% | −1,910−28.8% | Reduced |
| Aletheian Wealth Advisors LLC | 4,743 | $1.10M | 0.65% | +369+8.4% | Added |
| Voya Financial Advisors, Inc. | 4,668 | $1.10M | 0.12% | −33−0.7% | Reduced |
| Berkeley Capital Partners, LLC | 4,749 | $1.10M | 0.31% | −201−4.1% | Reduced |
| Bay Capital Advisors, LLC | 4,765 | $1.10M | 0.89% | +4,765 | New |
| Atlas Private Wealth Advisors | 4,770 | $1.11M | 0.16% | +11+0.2% | Added |
| Atlas Capital Advisors LLC | 4,780 | $1.11M | 0.14% | −470−9.0% | Reduced |
| Central Valley Advisors, LLC | 4,798 | $1.11M | 0.51% | −17,710−78.7% | Reduced |
| Inlet Private Wealth, LLC | 4,817 | $1.12M | 0.30% | −65−1.3% | Reduced |
| MFA Wealth Services | 4,818 | $1.12M | 0.90% | +4,818 | New |
| German American Bancorp, Inc. | 4,829 | $1.12M | 0.12% | +169+3.6% | Added |
| Consilio Wealth Advisors, LLC | 4,847 | $1.12M | 0.46% | +152+3.2% | Added |
| 1858 Wealth Management, LLC | 4,863 | $1.13M | 0.89% | +20.0% | Added |
| Talisman Wealth Advisors LLC | 4,867 | $1.13M | 1.20% | −220−4.3% | Reduced |
| Northstar Advisory Group, LLC | 4,868 | $1.13M | 0.57% | +4,868 | New |
| Shufro Rose & Co LLC | 4,870 | $1.13M | 0.09% | +4,343+824.1% | Added |
| Aveo Capital Partners, LLC | 4,880 | $1.13M | 0.12% | −76−1.5% | Reduced |
| Autumn Glory Partners, LLC | 4,895 | $1.13M | 0.56% | −2,647−35.1% | Reduced |
| Win Advisors, Inc | 4,905 | $1.14M | 0.55% | +4,905 | New |
| Bordeaux Wealth Advisors LLC | 4,924 | $1.14M | 0.18% | +647+15.1% | Added |
| Fairscale Capital, LLC | 4,962 | $1.15M | 0.99% | 00.0% | Unchanged |
| Foster Group, Inc. | 4,968 | $1.15M | 0.04% | +520+11.7% | Added |
| Atala Financial Inc | 4,977 | $1.15M | 0.81% | +4,977 | New |
| Horan Securities, Inc. | 4,978 | $1.15M | 0.44% | −610−10.9% | Reduced |
| Samalin Investment Counsel, LLC | 4,983 | $1.16M | 0.50% | +50+1.0% | Added |
| Resurgent Financial Advisors LLC | 4,985 | $1.16M | 0.68% | −106−2.1% | Reduced |
| Ascent Capital Management, LLC | 4,994 | $1.16M | 1.18% | +4,994 | New |