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 |
|---|---|---|---|---|---|
| Phillips Wealth Planners LLC | 9,169 | $2.06M | 2.05% | −2,335−20.3% | Reduced |
| Wolf Group Capital Advisors | 2,380 | $2.06M | 1.01% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 9,166 | $2.07M | 1.12% | +1,135+14.1% | Added |
| Retirement Guys Formula LLC | 8,927 | $2.07M | 1.04% | −29−0.3% | Reduced |
| Fermata Advisors, LLC | 8,933 | $2.07M | 0.39% | +968+12.2% | Added |
| WealthPlan Investment Management, LLC | 8,934 | $2.07M | 0.20% | −7,356−45.2% | Reduced |
| Michael S. Ryan, Inc. | 8,959 | $2.08M | 1.41% | +61+0.7% | Added |
| Atlanta Consulting Group Advisors, LLC | 8,961 | $2.08M | 0.77% | −676−7.0% | Reduced |
| Williamson Legacy Group, LLC | 8,961 | $2.08M | 1.38% | −7,794−46.5% | Reduced |
| Aprio Wealth Management, LLC | 9,024 | $2.09M | 0.31% | −260−2.8% | Reduced |
| AlphaMark Advisors, LLC | 9,045 | $2.10M | 0.91% | +166+1.9% | Added |
| Weatherly Asset Management L. P. | 9,049 | $2.10M | 0.19% | +5,190+134.5% | Added |
| Twin Focus Capital Partners, LLC | 9,050 | $2.10M | 0.31% | −4,480−33.1% | Reduced |
| Ashton Thomas Securities, LLC | 9,091 | $2.10M | 0.58% | +1,023+12.7% | Added |
| Baldwin Brothers Inc | 9,064 | $2.10M | 0.15% | +96+1.1% | Added |
| Close Asset Management Ltd | 9,068 | $2.10M | 0.06% | 00.0% | Unchanged |
| GWN Securities Inc. | 8,648 | $2.10M | 0.56% | +8,648 | New |
| Park Square Financial Group, LLC | 9,082 | $2.11M | 1.45% | +9,082 | New |
| Scientech Research LLC | 9,088 | $2.11M | 0.60% | −1,482−14.0% | Reduced |
| Oasis Management Co Ltd. | 9,090 | $2.11M | 0.70% | 00.0% | Unchanged |
| HighVista Strategies LLC | 9,100 | $2.11M | 0.78% | +200+2.2% | Added |
| Summit Place Financial Advisors, LLC | 9,107 | $2.11M | 1.20% | −695−7.1% | Reduced |
| bLong Financial, LLC | 9,120 | $2.11M | 1.74% | +9,120 | New |
| State of Wyoming | 9,152 | $2.12M | 0.27% | +4,656+103.6% | Added |
| DGS Capital Management, LLC | 9,163 | $2.12M | 0.53% | +800+9.6% | Added |
| Goodman Advisory Group, LLC | 9,169 | $2.13M | 0.63% | −1,259−12.1% | Reduced |
| Hixon Zuercher, LLC | 9,179 | $2.13M | 0.82% | −250−2.7% | Reduced |
| Burns J W & Co Inc | 9,180 | $2.13M | 0.27% | +2,190+31.3% | Added |
| IMA Wealth, Inc. | 9,185 | $2.13M | 0.26% | +7,890+609.3% | Added |
| Apriem Advisors | 9,194 | $2.13M | 0.24% | −424−4.4% | Reduced |
| LeClair Wealth Partners LLC | 9,216 | $2.14M | 1.42% | +9,216 | New |
| Bullock Wealth Management Group | 9,226 | $2.14M | 1.25% | −1,485−13.9% | Reduced |
| BTG Pactual Asset Management US LLC | 9,228 | $2.14M | 0.28% | −1,300−12.3% | Reduced |
| Sym Financial Corp | 9,232 | $2.14M | 0.28% | +224+2.5% | Added |
| FSM Wealth Advisors, LLC | 9,340 | $2.14M | 0.52% | −90−1.0% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 9,248 | $2.14M | 0.05% | −49,594−84.3% | Reduced |
| Bulltick Wealth Management, LLC | 9,251 | $2.14M | 0.51% | +1,531+19.8% | Added |
| Thrive Capital Management, LLC | 9,268 | $2.15M | 0.98% | +4,306+86.8% | Added |
| Allred Capital Management, LLC | 9,272 | $2.15M | 0.83% | −575−5.8% | Reduced |
| Natural Investments, LLC | 9,279 | $2.15M | 0.60% | +9,279 | New |
| Financial & Tax Architects, LLC | 9,280 | $2.15M | 0.55% | +892+10.6% | Added |
| Beacon Financial Group | 9,300 | $2.16M | 0.23% | −319−3.3% | Reduced |
| Aspen Wealth Strategies, LLC | 9,311 | $2.16M | 1.38% | −177−1.9% | Reduced |
| Second Line Capital, LLC | 9,313 | $2.16M | 0.58% | −10,163−52.2% | Reduced |
| Vista Cima Wealth Management LLC | 9,346 | $2.17M | 2.25% | +9,346 | New |
| Paragon Private Wealth Management, LLC | 9,353 | $2.17M | 1.00% | +1,393+17.5% | Added |
| Gradient Capital Advisors, LLC | 9,360 | $2.17M | 0.70% | −445−4.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 9,360 | $2.17M | 0.26% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 9,367 | $2.17M | 1.00% | +4,309+85.2% | Added |
| Ellsworth Advisors, LLC | 9,379 | $2.17M | 0.57% | +9,379 | New |
| TBH Global Asset Management, LLC | 9,381 | $2.17M | 0.52% | +315+3.5% | Added |
| Malaga Cove Capital, LLC | 9,399 | $2.18M | 0.86% | +99+1.1% | Added |
| Cravens & Co Advisors, LLC | 9,422 | $2.18M | 1.66% | −2,856−23.3% | Reduced |
| Richard W. Paul & Associates, LLC | 9,423 | $2.18M | 0.80% | −641−6.4% | Reduced |
| AGH Wealth Advisors, LLC | 9,472 | $2.20M | 2.03% | +9,472 | New |
| Peak Asset Management, LLC | 9,480 | $2.20M | 0.41% | 00.0% | Unchanged |
| Cullinan Associates Inc | 9,500 | $2.20M | 0.14% | −4,089−30.1% | Reduced |
| YANKCOM Partnership | 9,513 | $2.21M | 1.18% | +9,513 | New |
| Windsor Capital Management, LLC | 9,534 | $2.21M | 0.66% | −174−1.8% | Reduced |
| Vanguard Capital Wealth Advisors | 9,545 | $2.21M | 2.41% | −110−1.1% | Reduced |
| TFR Capital, LLC. | 9,562 | $2.22M | 1.10% | +9,562 | New |
| Sivia Capital Partners, LLC | 9,584 | $2.22M | 1.10% | +52+0.5% | Added |
| Octavia Wealth Advisors, LLC | 9,588 | $2.22M | 0.27% | +78+0.8% | Added |
| Accent Capital Management, LLC | 9,593 | $2.22M | 1.27% | 00.0% | Unchanged |
| Green Alpha Advisors, LLC | 9,620 | $2.23M | 1.79% | −708−6.9% | Reduced |
| Watts Gwilliam & Co., LLC | 9,763 | $2.23M | 0.47% | +1,744+21.7% | Added |
| David Loasby | 9,989 | $2.24M | 0.21% | +902+9.9% | Added |
| Eqis Capital Management, Inc. | 9,673 | $2.24M | 0.19% | +531+5.8% | Added |
| Smart Portfolios, LLC | 9,712 | $2.25M | 2.36% | −588−5.7% | Reduced |
| Red Mountain Financial, LLC | 9,716 | $2.25M | 2.42% | −835−7.9% | Reduced |
| Triad Wealth Partners, LLC | 9,718 | $2.25M | 0.81% | +9,718 | New |
| Safeguard Investment Advisory Group, LLC | 9,737 | $2.26M | 0.62% | +546+5.9% | Added |
| Wealth Management Partners, LLC | 9,747 | $2.26M | 0.98% | +244+2.6% | Added |
| Argus Investors' Counsel, Inc. | 9,775 | $2.27M | 1.51% | −886−8.3% | Reduced |
| Sky Investment Group LLC | 9,793 | $2.27M | 0.42% | −40.0% | Reduced |
| Sandbox Financial Partners, LLC | 9,853 | $2.28M | 0.76% | −895−8.3% | Reduced |
| Prestige Wealth Management Group LLC | 9,909 | $2.30M | 0.48% | +117+1.2% | Added |
| Investment House LLC | 9,930 | $2.30M | 0.13% | −300−2.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 9,942 | $2.30M | 0.76% | +1,606+19.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 9,970 | $2.31M | 0.59% | −1,469−12.8% | Reduced |
| AXS Investments LLC | 9,992 | $2.32M | 0.64% | +687+7.4% | Added |
| Ariadne Wealth Management, LP | 9,860 | $2.32M | 1.06% | +667+7.3% | Added |
| Allegheny Financial Group LTD | 10,006 | $2.32M | 0.60% | +59+0.6% | Added |
| Harmony Asset Management LLC | 10,017 | $2.32M | 0.92% | −1,588−13.7% | Reduced |
| Forza Wealth Management, LLC | 10,020 | $2.32M | 1.06% | −1,000−9.1% | Reduced |
| Lavaca Capital LLC | 10,066 | $2.33M | 1.02% | +1,206+13.6% | Added |
| Select Equity Group, L.P. | 10,068 | $2.33M | 0.01% | −19,397−65.8% | Reduced |
| Guyasuta Investment Advisors Inc | 10,074 | $2.34M | 0.15% | −366−3.5% | Reduced |
| Cornerstone Wealth Management, LLC | 10,078 | $2.34M | 0.16% | +327+3.4% | Added |
| Olistico Wealth, LLC | 10,078 | $2.34M | 1.36% | −505−4.8% | Reduced |
| BLB&B Advisors, LLC | 10,078 | $2.34M | 0.12% | −803−7.4% | Reduced |
| Boxwood Ventures, Inc. | 10,082 | $2.34M | 3.13% | +10,082 | New |
| Colonial Trust Co | 10,085 | $2.34M | 0.35% | +1,285+14.6% | Added |
| Riverbend Wealth Management, LLC | 10,089 | $2.34M | 2.09% | +10,089 | New |
| XML Financial, LLC | 10,124 | $2.35M | 0.22% | −258−2.5% | Reduced |
| Brown Financial Advisors | 10,125 | $2.35M | 0.94% | +1,125+12.5% | Added |
| Raelipskie Partnership | 10,130 | $2.35M | 1.17% | +30+0.3% | Added |
| Schnieders Capital Management LLC | 10,150 | $2.35M | 0.47% | +1,100+12.2% | Added |
| Legacy Capital Wealth Management, LLC | 10,171 | $2.36M | 2.34% | +10,171 | New |
| CFO4Life Group, LLC | 10,171 | $2.36M | 0.41% | −825−7.5% | Reduced |