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 |
|---|---|---|---|---|---|
| Altman Advisors, Inc. | 19,478 | $4.52M | 1.93% | −539−2.7% | Reduced |
| Jasper Ridge Partners, L.P. | 19,500 | $4.52M | 0.14% | +30+0.2% | Added |
| Financial Advocates Investment Management | 19,509 | $4.52M | 0.26% | +1,788+10.1% | Added |
| Proficio Capital Partners LLC | 19,529 | $4.53M | 0.37% | +6,168+46.2% | Added |
| Wills Financial Group, Inc. | 19,564 | $4.54M | 1.96% | −738−3.6% | Reduced |
| CastleKnight Management LP | 19,700 | $4.57M | 0.50% | +600+3.1% | Added |
| Synergy Financial Management, LLC | 19,698 | $4.57M | 0.35% | +285+1.5% | Added |
| Spinnaker Investment Group, LLC | 19,712 | $4.57M | 1.10% | −188−0.9% | Reduced |
| Apollon Financial, LLC | 19,727 | $4.57M | 1.13% | +1,138+6.1% | Added |
| Hourglass Capital, LLC | 19,805 | $4.59M | 1.27% | −4,915−19.9% | Reduced |
| Key Financial Inc | 19,915 | $4.62M | 1.05% | −4,770−19.3% | Reduced |
| Legacy Advisors, LLC | 19,926 | $4.62M | 0.45% | +356+1.8% | Added |
| Leisure Capital Management | 19,977 | $4.63M | 1.81% | −1,301−6.1% | Reduced |
| Catalina Capital Group, LLC | 19,989 | $4.63M | 1.53% | +298+1.5% | Added |
| IPG Investment Advisors LLC | 19,990 | $4.63M | 1.05% | −2,575−11.4% | Reduced |
| Shellback Capital, LP | 20,000 | $4.64M | 0.32% | +20,000 | New |
| Sphera Management Technology Funds Ltd | 20,000 | $4.64M | 3.68% | +20,000 | New |
| Forte Capital LLC | 20,016 | $4.64M | 0.52% | −885−4.2% | Reduced |
| Marcum Wealth, LLC | 20,091 | $4.66M | 0.40% | −888−4.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 20,106 | $4.66M | 0.34% | +668+3.4% | Added |
| Wrapmanager Inc | 20,133 | $4.67M | 1.19% | +161+0.8% | Added |
| Davidson Capital Management Inc. | 20,223 | $4.69M | 1.23% | +711+3.6% | Added |
| Trust Co of Toledo NA | 20,258 | $4.70M | 0.62% | +2,009+11.0% | Added |
| EFG Asset Management (Americas) Corp. | 20,307 | $4.71M | 0.92% | +221+1.1% | Added |
| Insigneo Advisory Services, LLC | 20,386 | $4.73M | 0.49% | −1,327−6.1% | Reduced |
| Sierra Summit Advisors LLC | 20,487 | $4.75M | 0.95% | +2,022+11.0% | Added |
| Chicago Trust Co NA | 20,512 | $4.76M | 0.84% | +1,211+6.3% | Added |
| Commons Capital, LLC | 20,526 | $4.76M | 4.32% | +237+1.2% | Added |
| Empire Financial Management Company, LLC | 20,527 | $4.76M | 1.48% | +253+1.2% | Added |
| Cornerstone Planning, LLC | 20,580 | $4.77M | 1.82% | +20,580 | New |
| Brandywine Oak Private Wealth LLC | 20,594 | $4.77M | 0.47% | +165+0.8% | Added |
| Groesbeck Investment Management Corp | 20,634 | $4.78M | 6.22% | −3,426−14.2% | Reduced |
| Triangle Securities Wealth Management | 20,673 | $4.79M | 1.23% | −447−2.1% | Reduced |
| Coastal Investment Advisors, Inc. | 20,640 | $4.80M | 1.97% | +206+1.0% | Added |
| Essex Financial Services, Inc. | 20,707 | $4.80M | 0.34% | +15+0.1% | Added |
| Insight Holdings Group, LLC | 20,710 | $4.80M | 0.31% | −15,690−43.1% | Reduced |
| Montecito Bank & Trust | 20,764 | $4.81M | 0.83% | −19−0.1% | Reduced |
| Left Brain Wealth Management, LLC | 20,767 | $4.81M | 1.82% | −1,931−8.5% | Reduced |
| Patten & Patten Inc | 20,790 | $4.82M | 0.32% | −345−1.6% | Reduced |
| Csenge Advisory Group | 20,824 | $4.83M | 0.26% | −9,755−31.9% | Reduced |
| AMG National Trust Bank | 20,789 | $4.83M | 0.13% | +1,351+7.0% | Added |
| Sanders Morris Harris LLC | 20,850 | $4.84M | 0.72% | +500+2.5% | Added |
| Valley National Advisers Inc | 20,883 | $4.84M | 0.87% | +50+0.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 20,926 | $4.85M | 1.83% | −207−1.0% | Reduced |
| Pines Wealth Management, LLC | 21,640 | $4.85M | 2.11% | +21,640 | New |
| Central Pacific Bank - Trust Division | 20,955 | $4.86M | 0.64% | +3,707+21.5% | Added |
| Catherine Avery Investment Management LLC | 20,966 | $4.86M | 4.29% | +20,966 | New |
| Consolidated Capital Management, LLC | 20,973 | $4.86M | 2.12% | +68+0.3% | Added |
| Lake Street Financial LLC | 20,996 | $4.87M | 0.78% | −929−4.2% | Reduced |
| Orca Investment Management, LLC | 21,048 | $4.88M | 4.59% | −526−2.4% | Reduced |
| McDonald Partners LLC | 21,080 | $4.89M | 1.25% | −765−3.5% | Reduced |
| Security National Bank | 21,104 | $4.89M | 0.70% | −267−1.2% | Reduced |
| Alps Advisors Inc | 21,155 | $4.90M | 0.03% | +707+3.5% | Added |
| First Washington CORP | 21,191 | $4.91M | 1.74% | −195−0.9% | Reduced |
| Monument Capital Management | 21,203 | $4.92M | 1.36% | −5,820−21.5% | Reduced |
| Palacios Wealth Management, LLC | 21,630 | $4.93M | 5.32% | +21,630 | New |
| Cim Investment Mangement Inc | 21,259 | $4.93M | 1.44% | −208−1.0% | Reduced |
| Catalyst Financial Partners LLC | 21,293 | $4.94M | 0.93% | +1,157+5.7% | Added |
| LRI Investments, LLC | 21,295 | $4.94M | 0.48% | −93−0.4% | Reduced |
| Lifeworks Advisors, LLC | 21,327 | $4.94M | 0.89% | +499+2.4% | Added |
| Aaron Wealth Advisors | 21,354 | $4.95M | 0.57% | +2,066+10.7% | Added |
| RFG - Bristol Wealth Advisors, LLC | 21,377 | $4.96M | 1.63% | +21,377 | New |
| Haverford Trust Co | 21,415 | $4.96M | 0.05% | +475+2.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 21,452 | $4.97M | 0.74% | −1,760−7.6% | Reduced |
| Shoker Investment Counsel, Inc. | 21,469 | $4.98M | 1.68% | +38+0.2% | Added |
| Tradition Wealth Management, LLC | 21,484 | $4.98M | 0.44% | −231−1.1% | Reduced |
| Louisbourg Investments Inc. | 26,090 | $4.99M | 1.31% | −4,110−13.6% | Reduced |
| CWC Advisors, LLC. | 21,525 | $4.99M | 4.98% | −1,443−6.3% | Reduced |
| Blueprint Investment Partners LLC | 21,529 | $4.99M | 0.79% | +1,621+8.1% | Added |
| Xcel Wealth Management, LLC | 21,539 | $4.99M | 1.38% | −157−0.7% | Reduced |
| AssuredPartners Investment Advisors, LLC | 21,601 | $5.01M | 0.98% | +21,601 | New |
| SageView Advisory Group, LLC | 21,756 | $5.04M | 0.22% | +3,614+19.9% | Added |
| Flow Traders U.S. LLC | 21,784 | $5.05M | 0.20% | +21,784 | New |
| Proquility Private Wealth Partners, LLC | 21,791 | $5.05M | 1.63% | −294−1.3% | Reduced |
| Anchor Investment Management, LLC | 21,832 | $5.06M | 0.47% | −1,977−8.3% | Reduced |
| Modern Wealth Management, LLC | 21,884 | $5.07M | 0.19% | +933+4.5% | Added |
| Paradigm Financial Partners, LLC | 21,901 | $5.08M | 0.64% | +1,887+9.4% | Added |
| TrueMark Investments, LLC | 21,904 | $5.08M | 1.62% | +6,580+42.9% | Added |
| Foresight Capital Management Advisors, Inc. | 21,948 | $5.09M | 2.97% | +796+3.8% | Added |
| Brentview Investment Management LLC | 21,959 | $5.09M | 2.89% | +21,959 | New |
| Studio Investment Management LLC | 21,962 | $5.09M | 1.08% | −1,655−7.0% | Reduced |
| Strengthening Families & Communities, LLC | 21,971 | $5.09M | 2.89% | −496−2.2% | Reduced |
| Aft, Forsyth & Sober, LLC | 22,000 | $5.10M | 1.65% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 22,025 | $5.11M | 3.44% | +3,085+16.3% | Added |
| Arjuna Capital | 22,040 | $5.11M | 1.36% | −110.0% | Reduced |
| Founders Financial Alliance, LLC | 22,059 | $5.11M | 1.41% | −3,256−12.9% | Reduced |
| Evoke Wealth, LLC | 22,081 | $5.12M | 0.14% | +7,955+56.3% | Added |
| PYA Waltman Capital, LLC | 22,081 | $5.12M | 1.65% | −337−1.5% | Reduced |
| Agur Provident & Training Funds Management Ltd | 2,220 | $5.15M | 1.97% | 00.0% | Unchanged |
| SeaTown Holdings Pte. Ltd. | 22,208 | $5.15M | 3.53% | −25,140−53.1% | Reduced |
| IAM Advisory, LLC | 22,293 | $5.17M | 1.31% | −237−1.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 22,297 | $5.17M | 1.41% | −424−1.9% | Reduced |
| Providence Wealth Advisors, LLC | 22,085 | $5.18M | 3.92% | +25+0.1% | Added |
| Freedom Day Solutions, LLC | 22,358 | $5.18M | 1.55% | −1,725−7.2% | Reduced |
| Crestline Management, LP | 22,372 | $5.19M | 0.18% | −85,263−79.2% | Reduced |
| Aubrey Capital Management Ltd | 22,400 | $5.19M | 1.97% | −9,300−29.3% | Reduced |
| West Michigan Advisors, LLC | 22,408 | $5.20M | 1.57% | −2,695−10.7% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 22,465 | $5.21M | 0.05% | +4,665+26.2% | Added |
| Marshall Financial Group LLC | 22,501 | $5.22M | 1.26% | −1,291−5.4% | Reduced |
| Birinyi Associates Inc | 22,517 | $5.22M | 1.44% | +10.0% | Added |