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 |
|---|---|---|---|---|---|
| PUREfi Wealth, LLC | 7,758 | $1.80M | 1.76% | +7,758 | New |
| Morris Retirement Advisors, LLC | 7,760 | $1.80M | 0.95% | −1,695−17.9% | Reduced |
| Greykasell Wealth Strategies, Inc. | 7,762 | $1.80M | 1.00% | +7,762 | New |
| 49 Wealth Management, LLC | 7,774 | $1.80M | 0.26% | +126+1.6% | Added |
| McDonough Capital Management, Inc | 7,775 | $1.80M | 1.11% | +7,775 | New |
| Blackhawk Capital Partners LLC. | 7,787 | $1.81M | 0.94% | −6,411−45.2% | Reduced |
| Root Financial Partners, LLC | 7,829 | $1.82M | 0.23% | +3,265+71.5% | Added |
| Teamwork Financial Advisors, LLC | 7,860 | $1.82M | 0.24% | −4,781−37.8% | Reduced |
| Intellectus Partners, LLC | 7,860 | $1.82M | 0.40% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 8,864 | $1.83M | 1.63% | −9,582−51.9% | Reduced |
| JLB & Associates Inc | 7,902 | $1.83M | 0.25% | +720+10.0% | Added |
| Moloney Securities Asset Management, LLC | 7,933 | $1.84M | 0.25% | −2,344−22.8% | Reduced |
| Outlook Wealth Advisors, LLC | 7,938 | $1.84M | 0.53% | +141+1.8% | Added |
| Howland Capital Management LLC | 7,942 | $1.84M | 0.08% | +493+6.6% | Added |
| Capital Market Strategies LLC | 7,960 | $1.85M | 1.06% | +18+0.2% | Added |
| Sunbeam Capital Management, LLC | 7,962 | $1.85M | 1.71% | +7,962 | New |
| Womack Financial LLC | 7,970 | $1.85M | 1.64% | +7,970 | New |
| Riverview Trust Co | 7,977 | $1.85M | 1.68% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 7,990 | $1.85M | 1.03% | +32+0.4% | Added |
| Strait & Sound Wealth Management LLC | 7,991 | $1.85M | 0.86% | +41+0.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 7,995 | $1.85M | 0.52% | −70−0.9% | Reduced |
| Revolve Wealth Partners, LLC | 7,997 | $1.85M | 0.28% | +756+10.4% | Added |
| Osher Van de Voorde Investment Management | 8,000 | $1.85M | 0.40% | 00.0% | Unchanged |
| Everest Management Corp. | 8,000 | $1.85M | 1.63% | +8,000 | New |
| Magnolia Capital Management Ltd | 8,000 | $1.85M | 1.47% | 00.0% | Unchanged |
| Sunpointe, LLC | 8,004 | $1.86M | 0.93% | +1,088+15.7% | Added |
| Kennebec Savings Bank | 8,245 | $1.86M | 1.87% | −1,027−11.1% | Reduced |
| Heritage Wealth Management, Inc. | 8,013 | $1.86M | 0.62% | +81+1.0% | Added |
| Green Harvest Asset Management LLC | 8,018 | $1.86M | 0.04% | −39−0.5% | Reduced |
| Smith, Moore & Co. | 8,021 | $1.86M | 0.17% | −124−1.5% | Reduced |
| Deseret Mutual Benefit Administrators | 8,028 | $1.86M | 0.92% | −971−10.8% | Reduced |
| Sara-Bay Financial | 7,904 | $1.86M | 0.69% | −124−1.5% | Reduced |
| M.E. Allison & Co., Inc. | 8,031 | $1.86M | 2.05% | +8,031 | New |
| Grant Private Wealth Management Inc | 8,062 | $1.87M | 2.02% | +8,062 | New |
| TFB Advisors LLC | 8,076 | $1.87M | 0.54% | +862+11.9% | Added |
| Wagner Wealth Management, LLC | 8,077 | $1.87M | 0.48% | +158+2.0% | Added |
| Park Place Capital Corp | 8,091 | $1.88M | 0.53% | −3,145−28.0% | Reduced |
| Matrix Private Capital Group LLC | 8,099 | $1.88M | 1.07% | −47−0.6% | Reduced |
| RIA Advisory Group LLC | 8,119 | $1.88M | 0.64% | +1,756+27.6% | Added |
| Thompson David Blair | 8,123 | $1.88M | 1.37% | +8,123 | New |
| Guerra Advisors Inc | 8,126 | $1.88M | 1.04% | +8,126 | New |
| Jacobsen Capital Management | 8,129 | $1.88M | 0.80% | +137+1.7% | Added |
| McAdam, LLC | 8,131 | $1.89M | 0.10% | +3,819+88.6% | Added |
| KKM Financial LLC | 8,145 | $1.89M | 0.79% | −10−0.1% | Reduced |
| Cito Capital Group, LLC | 8,150 | $1.89M | 0.70% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 8,165 | $1.89M | 0.48% | +74+0.9% | Added |
| Summit X, LLC | 8,172 | $1.89M | 0.42% | +7,887+2,767.4% | Added |
| D'Orazio & Associates, Inc. | 8,188 | $1.90M | 0.28% | −69−0.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 8,188 | $1.90M | 0.74% | +201+2.5% | Added |
| Plancorp, LLC | 8,193 | $1.90M | 0.08% | +1,430+21.1% | Added |
| Financial Advisors Network, Inc. | 8,212 | $1.90M | 0.32% | +8,212 | New |
| Financial Engines Advisors L.L.C. | 8,219 | $1.91M | 0.00% | +6,291+326.3% | Added |
| J.Safra Asset Management Corp | 8,111 | $1.91M | 0.16% | +3,530+77.1% | Added |
| Peterson Wealth Management | 8,246 | $1.91M | 1.14% | +8,246 | New |
| Total Wealth Planning & Management, Inc. | 8,251 | $1.91M | 1.88% | +8,251 | New |
| Pure Financial Advisors, Inc. | 8,267 | $1.92M | 0.04% | −749−8.3% | Reduced |
| Legacy Edge Advisors, LLC | 8,144 | $1.92M | 0.30% | +103+1.3% | Added |
| Nicholson Wealth Management Group, LLC | 8,293 | $1.92M | 1.29% | +6,361+329.2% | Added |
| Cadent Capital Advisors, LLC | 8,299 | $1.92M | 0.67% | 00.0% | Unchanged |
| Bank Ozk | 8,302 | $1.92M | 0.80% | +59+0.7% | Added |
| Mill Creek Capital Advisors, LLC | 8,304 | $1.93M | 0.05% | +2,224+36.6% | Added |
| Five Oceans Advisors | 8,314 | $1.93M | 0.88% | −7−0.1% | Reduced |
| SignalPoint Asset Management, LLC | 8,334 | $1.93M | 0.47% | −595−6.7% | Reduced |
| JSF Financial, LLC | 8,346 | $1.93M | 0.52% | +1,325+18.9% | Added |
| Seed Wealth Management, Inc. | 8,380 | $1.94M | 1.57% | 00.0% | Unchanged |
| Berkshire Bank | 8,392 | $1.95M | 0.45% | +2,390+39.8% | Added |
| AlphaCore Capital LLC | 8,395 | $1.95M | 0.42% | −560−6.3% | Reduced |
| McHugh Group, LLC | 8,401 | $1.95M | 1.45% | +8,401 | New |
| WMG Financial Advisors, LLC | 8,420 | $1.95M | 0.84% | +359+4.5% | Added |
| Carnegie Lake Advisors LLC | 8,431 | $1.96M | 0.79% | −829−9.0% | Reduced |
| OmniStar Financial Group, Inc. | 8,446 | $1.96M | 1.57% | +181+2.2% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 8,453 | $1.96M | 0.73% | +106+1.3% | Added |
| Evermay Wealth Management LLC | 8,456 | $1.96M | 0.30% | −325−3.7% | Reduced |
| Klingman & Associates, LLC | 8,470 | $1.96M | 0.12% | +389+4.8% | Added |
| Floyd Financial Group LLC | 8,768 | $1.97M | 1.62% | +8,768 | New |
| New Insight Wealth Advisors | 8,522 | $1.98M | 0.99% | −178−2.0% | Reduced |
| Biltmore Family Office, LLC | 8,527 | $1.98M | 0.33% | −550−6.1% | Reduced |
| Sharpepoint LLC | 8,530 | $1.98M | 1.78% | +8,530 | New |
| Evernest Financial Advisors, LLC | 8,531 | $1.98M | 0.51% | +3,000+54.2% | Added |
| Willner & Heller, LLC | 8,554 | $1.98M | 1.74% | −358−4.0% | Reduced |
| New Republic Capital, LLC | 8,556 | $1.98M | 1.30% | +737+9.4% | Added |
| Orrstown Financial Services Inc | 8,564 | $1.99M | 0.53% | +6+0.1% | Added |
| Center for Financial Planning, Inc. | 8,583 | $1.99M | 0.27% | +84+1.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 8,600 | $1.99M | 1.22% | +1,250+17.0% | Added |
| Bullseye Investment Management, LLC | 8,600 | $2.00M | 1.32% | +8,600 | New |
| Clear Harbor Asset Management, LLC | 8,607 | $2.00M | 0.16% | +145+1.7% | Added |
| Midland Wealth Advisors LLC | 8,614 | $2.00M | 0.12% | −356−4.0% | Reduced |
| Pathway Financial Advisors LLC | 8,670 | $2.01M | 0.46% | −50−0.6% | Reduced |
| Drake & Associates, LLC | 8,942 | $2.01M | 0.57% | +2,311+34.9% | Added |
| Sabal Trust CO | 8,690 | $2.01M | 0.12% | +1,910+28.2% | Added |
| Franchise Capital Ltd | 8,700 | $2.02M | 0.94% | +8,700 | New |
| Beaumont Asset Management, L.L.C. | 8,709 | $2.02M | 1.17% | −202−2.3% | Reduced |
| Core Wealth Partners LLC | 8,743 | $2.03M | 1.16% | +573+7.0% | Added |
| Invera Wealth Advisors, LLC | 8,464 | $2.03M | 2.02% | −701−7.6% | Reduced |
| Kathmere Capital Management, LLC | 8,790 | $2.04M | 0.18% | +1,440+19.6% | Added |
| Edgestream Partners, L.P. | 8,805 | $2.04M | 0.09% | −5,242−37.3% | Reduced |
| Next Level Private LLC | 8,817 | $2.04M | 0.82% | +21+0.2% | Added |
| Correct Capital Wealth Management | 8,826 | $2.05M | 0.41% | +685+8.4% | Added |
| Park Edge Advisors, LLC | 8,830 | $2.05M | 0.60% | +525+6.3% | Added |
| Hanlon Investment Management, Inc. | 8,834 | $2.05M | 0.56% | −4,547−34.0% | Reduced |