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, 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 | 4,855 | $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, 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 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 6,678 | $1.55M | 0.20% | +507+8.2% | Added |
| Virtus ETF Advisers LLC | 6,693 | $1.55M | 0.63% | +854+14.6% | Added |
| Sovran Advisors, LLC | 6,913 | $1.55M | 0.22% | +6,913 | New |
| Reyes Financial Architecture, Inc. | 6,711 | $1.56M | 1.22% | +6,711 | New |
| Peninsula Wealth, LLC | 6,711 | $1.56M | 0.27% | +246+3.8% | Added |
| Florida Financial Advisors, LLC | 6,717 | $1.56M | 0.70% | +1,688+33.6% | Added |
| Quad-Cities Investment Group, LLC | 6,730 | $1.56M | 0.76% | −1,108−14.1% | Reduced |
| Heritage Wealth Partners, LLC | 6,742 | $1.56M | 1.96% | +829+14.0% | Added |
| Haven Private, LLC | 6,762 | $1.57M | 0.88% | +6,762 | New |
| Allen Capital Group, LLC | 6,774 | $1.57M | 0.19% | +256+3.9% | Added |
| Lantern Wealth Advisors, LLC | 6,787 | $1.57M | 1.02% | −437−6.0% | Reduced |
| Syntax Research, Inc. | 6,792 | $1.57M | 1.13% | −107−1.6% | Reduced |
| Traveka Wealth, LLC | 6,800 | $1.58M | 0.87% | +979+16.8% | Added |
| Fairhaven Wealth Management, LLC | 6,812 | $1.58M | 0.49% | +102+1.5% | Added |
| MKT Advisors LLC | 6,654 | $1.58M | 0.69% | +1,251+23.2% | Added |
| Abel Hall, LLC | 6,842 | $1.59M | 1.01% | +156+2.3% | Added |
| Cahaba Wealth Management, Inc. | 6,849 | $1.59M | 0.13% | −27−0.4% | Reduced |
| Empire Life Investments Inc. | 6,866 | $1.59M | 0.10% | +6,866 | New |
| Capital Advisors, Ltd. LLC | 6,866 | $1.59M | 0.20% | +83+1.2% | Added |
| Avantra Family Wealth, Inc. | 6,869 | $1.59M | 1.49% | +6,869 | New |
| Invenio Wealth Partners LLC | 6,870 | $1.59M | 0.67% | −107−1.5% | Reduced |
| American State Bank (Iowa) | 6,893 | $1.60M | 0.96% | −255−3.6% | Reduced |
| Seamount Financial Group Inc | 6,897 | $1.60M | 1.10% | +112+1.7% | Added |
| Saxony Capital Management, LLC | 6,898 | $1.60M | 1.41% | +256+3.9% | Added |
| M3 Advisory Group, LLC | 6,900 | $1.60M | 1.15% | +57+0.8% | Added |
| Driehaus Capital Management LLC | 6,901 | $1.60M | 0.01% | −2,053−22.9% | Reduced |
| Family Management Corp | 6,906 | $1.60M | 0.26% | +93+1.4% | Added |
| Integrity Alliance, LLC. | 6,910 | $1.60M | 0.17% | +6,910 | New |
| Gould Asset Management LLC | 6,925 | $1.61M | 0.34% | +145+2.1% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 6,932 | $1.61M | 0.95% | −20−0.3% | Reduced |
| IMS Capital Management | 6,934 | $1.61M | 0.74% | +252+3.8% | Added |
| Tobam | 6,934 | $1.61M | 0.49% | −5,120−42.5% | Reduced |
| Warren Street Wealth Advisors, LLC | 6,961 | $1.61M | 0.66% | +482+7.4% | Added |
| Dogwood Wealth Management LLC | 6,969 | $1.62M | 0.85% | −408−5.5% | Reduced |
| Fiduciary Group LLC | 6,970 | $1.62M | 0.16% | +160+2.3% | Added |
| Sulzberger Capital Advisors, Inc. | 6,977 | $1.62M | 1.85% | +6,977 | New |
| DCF Advisers, LLC | 7,000 | $1.62M | 0.82% | +2,000+40.0% | Added |
| LexAurum Advisors, LLC | 7,010 | $1.63M | 0.32% | +685+10.8% | Added |
| Means Investment Co., Inc. | 7,010 | $1.63M | 0.17% | +866+14.1% | Added |
| Custom Index Systems, LLC | 7,048 | $1.63M | 0.88% | +4,667+196.0% | Added |
| Braun-Bostich & Associates Inc. | 7,063 | $1.64M | 1.18% | −776−9.9% | Reduced |
| Sargent Investment Group, LLC | 7,279 | $1.64M | 0.27% | +3,299+82.9% | Added |
| Zullo Investment Group, Inc. | 7,073 | $1.64M | 0.66% | +30.0% | Added |
| Clal Insurance Enterprises Holdings Ltd | 7,082 | $1.64M | 0.01% | −1,418−16.7% | Reduced |
| Global Trust Asset Management, LLC | 7,096 | $1.65M | 0.62% | +37+0.5% | Added |
| Summit Wealth Partners, LLC | 7,103 | $1.65M | 0.34% | +1,333+23.1% | Added |
| Arbor Capital Management Inc | 8,064 | $1.65M | 1.62% | −1,714−17.5% | Reduced |
| Valmark Advisers, Inc. | 7,136 | $1.65M | 0.03% | +218+3.2% | Added |
| Plan Group Financial, LLC | 7,141 | $1.66M | 0.87% | +542+8.2% | Added |
| Renasant Bank | 7,153 | $1.66M | 1.07% | −470−6.2% | Reduced |
| Courier Capital LLC | 7,158 | $1.66M | 0.11% | +430+6.4% | Added |
| Creekmur Asset Management LLC | 7,176 | $1.66M | 0.38% | −3,916−35.3% | Reduced |
| Asset Allocation & Management Company, LLC | 7,190 | $1.67M | 0.91% | +2,620+57.3% | Added |
| Wealth Dimensions Group, Ltd. | 7,195 | $1.67M | 0.41% | +3,152+78.0% | Added |
| Chatham Capital Group, Inc. | 7,200 | $1.67M | 0.27% | +140+2.0% | Added |
| Wedge Capital Management L L P | 7,209 | $1.67M | 0.03% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 7,227 | $1.68M | 0.39% | +927+14.7% | Added |
| Meridian Financial Partners LLC | 7,280 | $1.69M | 0.89% | +168+2.4% | Added |
| Insight Wealth Partners, LLC | 7,286 | $1.69M | 1.07% | +27+0.4% | Added |
| Tiemann Investment Advisors, LLC | 7,305 | $1.69M | 0.75% | +75+1.0% | Added |
| Prairie Wealth Advisors, Inc. | 7,315 | $1.70M | 0.82% | +25+0.3% | Added |
| Montchanin Asset Management, LLC | 7,325 | $1.70M | 1.65% | −1,275−14.8% | Reduced |
| Quantum Financial Advisors, LLC | 7,327 | $1.70M | 0.26% | −685−8.5% | Reduced |
| Range Financial Group LLC | 7,348 | $1.70M | 0.79% | +3,793+106.7% | Added |
| Hamilton Capital, LLC | 7,367 | $1.71M | 0.13% | −3,273−30.8% | Reduced |
| ASB Consultores, LLC | 7,385 | $1.71M | 0.71% | +79+1.1% | Added |
| Oxford Financial Group Ltd | 7,405 | $1.72M | 0.11% | −239−3.1% | Reduced |
| Excalibur Management Corp | 7,407 | $1.72M | 0.68% | −60−0.8% | Reduced |
| Ramirez Asset Management, Inc. | 7,430 | $1.72M | 0.35% | 00.0% | Unchanged |
| Carlson Capital Management | 7,433 | $1.72M | 0.08% | +451+6.5% | Added |
| Spartan Planning & Wealth Management | 7,454 | $1.73M | 1.58% | +7,454 | New |
| Fortress Private Ledger, LLC | 7,456 | $1.73M | 1.06% | +7,456 | New |
| Roehl & Yi Investment Advisors, LLC | 7,475 | $1.73M | 0.95% | +7,475 | New |
| Lester Murray Antman dba SimplyRich | 7,486 | $1.74M | 0.50% | −34−0.5% | Reduced |
| Sachetta, LLC | 7,497 | $1.74M | 0.69% | −545−6.8% | Reduced |
| Interchange Capital Partners, LLC | 7,502 | $1.74M | 0.63% | +297+4.1% | Added |
| JT Stratford LLC | 7,505 | $1.74M | 0.29% | +467+6.6% | Added |
| Keystone Financial Group | 7,514 | $1.74M | 0.17% | +738+10.9% | Added |
| CMT Capital Markets Trading GmbH | 7,521 | $1.74M | 1.04% | −32,132−81.0% | Reduced |
| Lighthouse Investment Partners, LLC | 7,529 | $1.75M | 0.07% | +3,529+88.2% | Added |
| Fort Sheridan Advisors LLC | 7,558 | $1.75M | 0.26% | +828+12.3% | Added |
| Davidson Trust Co | 7,582 | $1.76M | 0.90% | +144+1.9% | Added |
| Fox Hill Wealth Management | 7,588 | $1.76M | 1.00% | −1,271−14.3% | Reduced |
| Legacy Wealth Management, LLC | 7,604 | $1.76M | 0.70% | −1,969−20.6% | Reduced |
| Fidelity D & D Bancorp Inc | 7,610 | $1.76M | 1.17% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 7,625 | $1.77M | 0.37% | +7,625 | New |
| Hartford Funds Management Co LLC | 7,638 | $1.77M | 0.16% | +622+8.9% | Added |
| White Knight Strategic Wealth Advisors, LLC | 7,640 | $1.77M | 0.74% | +3,820+100.0% | Added |
| Redhawk Wealth Advisors, Inc. | 7,642 | $1.77M | 0.24% | +1,121+17.2% | Added |
| Ausdal Financial Partners, Inc. | 7,642 | $1.77M | 0.15% | +1,512+24.7% | Added |
| Mosaic Financial Group, LLC | 7,661 | $1.78M | 1.27% | −99−1.3% | Reduced |
| Severin Investments, LLC | 7,671 | $1.78M | 1.77% | +7,671 | New |
| Verum Partners LLC | 7,677 | $1.78M | 0.51% | +157+2.1% | Added |
| Machina Capital S.A.S. | 7,679 | $1.78M | 0.75% | −1,714−18.2% | Reduced |
| Clear Creek Financial Management, LLC | 7,698 | $1.78M | 0.19% | +838+12.2% | Added |
| Proffitt & Goodson Inc | 7,730 | $1.79M | 0.30% | +8+0.1% | Added |
| Commonwealth Financial Services, LLC | 7,732 | $1.79M | 0.35% | +997+14.8% | Added |
| Seven Mile Advisory | 7,746 | $1.80M | 1.15% | +818+11.8% | Added |
| Elevated Capital Advisors, LLC | 7,748 | $1.80M | 0.49% | −852−9.9% | Reduced |
| Apeiron RIA LLC | 7,753 | $1.80M | 0.50% | +1,826+30.8% | Added |