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
- 3,919
- +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
- 1,514 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 |
|---|---|---|---|---|---|
| Seneca Financial Advisors LLC | 1,010 | $234.2K | 0.12% | +1,010 | New |
| Sebold Capital Management, Inc. | 1,010 | $234.2K | 0.16% | −153−13.2% | Reduced |
| Aspiring Ventures, LLC | 989 | $234.8K | 0.15% | +989 | New |
| WT Wealth Management | 1,020 | $236.5K | 0.07% | +1,020 | New |
| Potentia Wealth | 1,020 | $236.5K | 0.11% | +1,020 | New |
| Barlow Wealth Partners, Inc. | 1,040 | $237.1K | 0.03% | +1,040 | New |
| W Advisors, LLC | 1,024 | $237.4K | 0.15% | −1,252−55.0% | Reduced |
| Round Rock Advisors, LLC | 1,027 | $238.1K | 0.05% | +1,027 | New |
| Cutler Investment Counsel LLC | 1,030 | $238.8K | 0.03% | +1,030 | New |
| Joseph P. Lucia & Associates, LLC | 1,036 | $240.2K | 0.11% | −200−16.2% | Reduced |
| Activest Wealth Management | 1,036 | $240.2K | 0.07% | +190+22.5% | Added |
| Cabot Wealth Management Inc | 1,039 | $240.9K | 0.03% | −189−15.4% | Reduced |
| Cornerstone Planning Group LLC | 1,193 | $241.1K | 0.06% | +160+15.5% | Added |
| Meridian Financial, LLC | 1,040 | $241.1K | 0.17% | −600−36.6% | Reduced |
| RFP Financial Group LLC | 1,040 | $241.2K | 0.09% | +1,040 | New |
| Tidemark, LLC | 1,043 | $241.8K | 0.09% | +13+1.3% | Added |
| WealthCare Investment Partners, LLC | 1,043 | $242.0K | 0.11% | +1,043 | New |
| BKA Wealth Consulting, Inc. | 1,045 | $242.3K | 0.25% | +1,045 | New |
| Abacus Wealth Partners, LLC | 1,046 | $242.5K | 0.04% | +1,046 | New |
| Clayton Financial Group LLC | 1,047 | $242.7K | 0.09% | −318−23.3% | Reduced |
| Headland Capital, LLC | 1,048 | $243.0K | 0.08% | +1,048 | New |
| Martin Investment Management, LLC | 1,050 | $243.4K | 0.07% | +1,050 | New |
| Sterling Manor Financial, LLC | 1,050 | $243.4K | 0.17% | +1,050 | New |
| Ruggaard & Associates LLC | 1,050 | $243.4K | 0.11% | +1,050 | New |
| Wolff Financial Management LLC | 1,054 | $244.0K | 0.07% | +1,054 | New |
| Painted Porch Advisors LLC | 1,056 | $244.8K | 0.12% | +614+138.9% | Added |
| BetterWealth, LLC | 1,056 | $244.8K | 0.07% | +1,056 | New |
| SOA Wealth Advisors, LLC. | 1,056 | $244.8K | 0.05% | +355+50.6% | Added |
| Advance Capital Management, Inc. | 1,057 | $245.0K | 0.01% | +1,057 | New |
| Ulland Investment Advisors, LLC | 1,057 | $245.0K | 0.16% | +584+123.5% | Added |
| Capital Advantage, Inc. | 1,059 | $245.5K | 0.04% | +1,059 | New |
| Matrix Asset Advisors Inc | 1,060 | $245.8K | 0.03% | +1,060 | New |
| Smith Thornton Advisors LLC | 1,060 | $245.8K | 0.16% | +1,060 | New |
| Foundry Financial Group, Inc. | 1,066 | $247.1K | 0.15% | +1,066 | New |
| 5T Wealth, LLC | 1,068 | $247.6K | 0.14% | +1,068 | New |
| Sollinda Capital Management LLC | 1,072 | $248.5K | 0.07% | −128−10.7% | Reduced |
| Barton Investment Management | 1,075 | $249.3K | 0.03% | +1,075 | New |
| Master's Wealth Management Inc. | 1,078 | $250.0K | 0.13% | +1,078 | New |
| Bravias Capital Group, LLC | 1,130 | $250.0K | 0.20% | +1,130 | New |
| Edge Financial Advisors LLC | 1,084 | $251.3K | 0.22% | +1,084 | New |
| Lynch & Associates | 1,084 | $251.4K | 0.05% | +1,084 | New |
| International Private Wealth Advisors LLC | 1,085 | $251.6K | 0.25% | +1,085 | New |
| Newport Capital Group, LLC | 1,088 | $252.2K | 0.19% | +1,088 | New |
| Oak Family Advisors, LLC | 1,089 | $252.6K | 0.10% | +1,089 | New |
| Massachusetts Wealth Management | 1,090 | $252.7K | 0.16% | +1,090 | New |
| Tableaux LLC | 1,090 | $252.7K | 0.21% | +1,090 | New |
| Helen Stephens Group, LLC | 1,091 | $252.8K | 0.07% | +1,091 | New |
| Maxele Advisors, LLC | 1,091 | $252.9K | 0.24% | +1,091 | New |
| My Personal CFO, LLC | 1,091 | $252.9K | 0.13% | +1,091 | New |
| Peterson Wealth Advisors, LLC | 1,088 | $253.0K | 0.05% | −396−26.7% | Reduced |
| ZRC Wealth Management, LLC | 1,095 | $253.9K | 0.11% | +55+5.3% | Added |
| Orion Capital Management LLC | 1,095 | $253.9K | 0.11% | −105−8.8% | Reduced |
| Powers Advisory Group, LLC | 1,095 | $253.9K | 0.13% | +1,095 | New |
| Mosley Wealth Management | 1,233 | $254.4K | 0.16% | +15+1.2% | Added |
| Readystate Asset Management LP | 1,103 | $255.7K | 0.01% | +1,103 | New |
| Priebe Wealth Holdings LLC | 1,104 | $256.0K | 0.17% | +1,104 | New |
| Willow Creek Wealth Management Inc. | 1,105 | $256.2K | 0.03% | +1,105 | New |
| Western Pacific Wealth Management, LP | 1,105 | $256.2K | 0.21% | +175+18.8% | Added |
| Sanchez Wealth Management Group | 1,105 | $256.3K | 0.07% | +1,105 | New |
| Humankind Investments LLC | 1,106 | $256.4K | 0.06% | +1,106 | New |
| Vance Wealth, Inc. | 1,107 | $256.6K | 0.10% | −263−19.2% | Reduced |
| Trust Co of Kansas | 1,110 | $257.0K | 0.12% | −50−4.3% | Reduced |
| Marathon Trading Investment Management LLC | 1,109 | $257.1K | 0.04% | −1,291−53.8% | Reduced |
| Copperleaf Capital, LLC | 1,109 | $257.1K | 0.16% | +1,109 | New |
| DF Dent & Co Inc | 1,110 | $257.3K | 0.00% | +1,110 | New |
| Hardin Capital Partners, LLC | 1,119 | $259.4K | 0.16% | −13−1.1% | Reduced |
| Solstein Capital, LLC | 1,120 | $259.7K | 0.15% | 00.0% | Unchanged |
| Lutz Financial Services LLC | 1,126 | $261.1K | 0.02% | −228−16.8% | Reduced |
| Capstone Wealth Management, LLC | 1,126 | $261.1K | 0.26% | +1,126 | New |
| SGL Investment Advisors, Inc. | 1,108 | $261.9K | 0.13% | −219−16.5% | Reduced |
| Norway Savings Bank | 1,130 | $262.0K | 0.15% | −85−7.0% | Reduced |
| Vectors Research Management, LLC | 1,130 | $262.0K | 0.09% | +1,130 | New |
| Hoge Financial Services, LLC | 1,132 | $262.5K | 0.19% | +1,132 | New |
| Lodestar Private Asset Management LLC | 1,135 | $263.1K | 0.03% | +1,135 | New |
| D L Carlson Investment Group Inc | 1,136 | $263.4K | 0.05% | +1,136 | New |
| Value Aligned Research Advisors, LLC | 1,137 | $263.6K | 0.07% | −7,700−87.1% | Reduced |
| Carmel Capital Partners, LLC | 1,140 | $264.3K | 0.11% | +1,140 | New |
| Argyle Capital Partners, LLC | 1,140 | $264.3K | 0.23% | +1,140 | New |
| Pension & Wealth Management Advisors, Inc. | 1,143 | $265.1K | 0.11% | +467+69.1% | Added |
| Guidance Capital, Inc | 1,084 | $265.3K | 0.08% | +1,084 | New |
| Global Financial Private Client, LLC | 1,146 | $265.7K | 0.10% | −4−0.3% | Reduced |
| First United Bank Trust | 1,150 | $266.6K | 0.10% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 1,152 | $267.1K | 0.21% | −897−43.8% | Reduced |
| Vista Capital Partners, Inc. | 1,153 | $267.3K | 0.03% | +1,153 | New |
| Halter Ferguson Financial Inc. | 1,155 | $267.8K | 0.11% | +1,155 | New |
| Helium Advisors LLC | 1,157 | $268.2K | 0.21% | +1,157 | New |
| Emergent Wealth Advisors, LLC | 1,159 | $268.7K | 0.19% | +1,159 | New |
| ProVise Management Group, LLC | 1,160 | $268.9K | 0.02% | −1,250−51.9% | Reduced |
| Waycross Investment Management Co | 1,160 | $268.9K | 0.28% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 1,161 | $269.1K | 0.13% | +1+0.1% | Added |
| Financial Partners Group, Inc | 1,162 | $269.3K | 0.04% | −89−7.1% | Reduced |
| Private Wealth Management Group, LLC | 1,162 | $269.4K | 0.10% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1,165 | $270.1K | 0.10% | +235+25.3% | Added |
| TRUE Private Wealth Advisors | 1,167 | $270.6K | 0.03% | +1,167 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 1,170 | $271.3K | 0.53% | +840+254.5% | Added |
| Martin Worley Group | 1,171 | $271.5K | 0.17% | +1,171 | New |
| Syverson Strege & Co | 1,179 | $273.4K | 0.09% | +1,179 | New |
| Dunhill Financial, LLC | 1,182 | $274.0K | 0.13% | +278+30.8% | Added |
| Optima Capital LLC | 1,184 | $274.5K | 0.19% | +1,184 | New |
| Lakeridge Wealth Management LLC | 1,184 | $274.5K | 0.14% | +1,184 | New |