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 |
|---|---|---|---|---|---|
| Krane Funds Advisors LLC | 1,578 | $365.8K | 0.01% | +166+11.8% | Added |
| Morningstar Investment Management LLC | 1,580 | $366.0K | 0.03% | −1,522−49.1% | Reduced |
| McDaniel Terry & Co | 1,580 | $366.0K | 0.03% | 00.0% | Unchanged |
| Payne Capital Management, LLC | 1,580 | $366.3K | 0.16% | +1,580 | New |
| Coyle Financial Counsel LLC | 1,580 | $366.3K | 0.12% | +1,453+1,144.1% | Added |
| Howard Bailey Securities, LLC | 1,580 | $366.3K | 0.14% | −140−8.1% | Reduced |
| Nelson Capital Management, LLC | 1,585 | $367.5K | 0.06% | −55−3.4% | Reduced |
| Pacific Global Investment Management CO | 1,586 | $367.6K | 0.47% | −26,637−94.4% | Reduced |
| Salomon & Ludwin, LLC | 1,590 | $368.6K | 0.04% | 00.0% | Unchanged |
| Financial Advisors, LLC | 1,590 | $368.6K | 0.07% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 1,591 | $368.9K | 0.14% | +1,591 | New |
| Umpqua Bank | 1,644 | $369.4K | 0.13% | +1,644 | New |
| Clark Asset Management, LLC | 1,595 | $369.8K | 0.07% | −510−24.2% | Reduced |
| Wiser Wealth Management, Inc | 1,598 | $370.5K | 0.10% | +319+24.9% | Added |
| Gibbs Wealth Management | 1,600 | $370.9K | 0.10% | +1,600 | New |
| Fonville Wealth Management LLC | 1,600 | $370.9K | 0.12% | −664−29.3% | Reduced |
| Del-Sette Capital Management, LLC | 1,600 | $370.9K | 0.30% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,604 | $371.9K | 0.09% | +244+17.9% | Added |
| Summit Wealth Group, LLC | 1,605 | $372.0K | 0.11% | −235−12.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,609 | $373.0K | 0.28% | −6,138−79.2% | Reduced |
| Byrne Financial Freedom, LLC | 1,609 | $373.1K | 0.17% | +1,609 | New |
| Werba Rubin Papier Wealth Management | 1,611 | $373.6K | 0.09% | −2−0.1% | Reduced |
| Lansing Street Advisors | 1,619 | $375.4K | 0.13% | +91+6.0% | Added |
| Defender Capital, LLC. | 1,623 | $376.3K | 0.14% | +1,623 | New |
| Foguth Wealth Management, LLC. | 1,539 | $376.6K | 0.10% | +44+2.9% | Added |
| Infinity Wealth Counsel, LLC | 1,625 | $376.7K | 0.40% | +1,625 | New |
| Investment Advisory Services Inc | 1,629 | $377.7K | 0.13% | −771−32.1% | Reduced |
| MinichMacGregor Wealth Management, LLC | 1,635 | $379.1K | 0.08% | +443+37.2% | Added |
| Legacy Financial Strategies, LLC | 1,635 | $379.4K | 0.08% | +267+19.5% | Added |
| Client 1st Advisory Group, LLC | 1,642 | $380.7K | 0.15% | +31+1.9% | Added |
| Bey-Douglas LLC | 1,643 | $380.9K | 0.33% | −5−0.3% | Reduced |
| Poinciana Advisors Group, LLC | 1,650 | $382.6K | 0.39% | +1,650 | New |
| Prospect Financial Group LLC | 1,656 | $383.9K | 0.47% | +1,656 | New |
| Unionview, LLC | 1,658 | $384.4K | 0.28% | −40−2.4% | Reduced |
| Cornerstone Capital, Inc. | 1,658 | $384.4K | 0.04% | +1,658 | New |
| WealthTrak Capital Management LLC | 1,658 | $384.4K | 0.33% | +1,658 | New |
| NCM Capital Management, LLC | 1,659 | $384.6K | 0.17% | +79+5.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,660 | $384.9K | 0.04% | +500+43.1% | Added |
| Vertex Planning Partners, LLC | 1,663 | $385.6K | 0.09% | +475+40.0% | Added |
| Annandale Capital, LLC | 1,670 | $387.0K | 0.08% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 1,670 | $387.2K | 0.29% | +64+4.0% | Added |
| Pure Portfolios Holdings LLC | 1,677 | $388.8K | 0.14% | −102−5.7% | Reduced |
| Alamar Capital Management, LLC | 1,680 | $389.5K | 0.21% | 00.0% | Unchanged |
| GFS Advisors, LLC | 1,684 | $390.0K | 0.06% | +102+6.4% | Added |
| FreeGulliver LLC | 1,685 | $390.6K | 0.20% | −621−26.9% | Reduced |
| Dakota Community Bank & Trust NA | 1,685 | $390.6K | 1.86% | +45+2.7% | Added |
| Brand Asset Management Group, Inc. | 1,687 | $391.2K | 0.16% | +343+25.5% | Added |
| HHM Wealth Advisors, LLC | 1,690 | $391.8K | 0.05% | +760+81.7% | Added |
| Cape Ann Savings Bank | 1,693 | $392.5K | 0.23% | −50−2.9% | Reduced |
| ACT Advisors, LLC. | 1,702 | $394.7K | 0.21% | +131+8.3% | Added |
| McIlrath & Eck, LLC | 1,712 | $396.9K | 0.05% | +1,310+325.9% | Added |
| Wealthcare Capital Management LLC | 1,712 | $396.9K | 0.04% | −44−2.5% | Reduced |
| Ridgepath Capital Management LLC | 1,712 | $397.0K | 0.18% | 00.0% | Unchanged |
| PCG Wealth Advisors, LLC | 1,713 | $397.2K | 0.15% | +2+0.1% | Added |
| Dividend Assets Capital, LLC | 1,720 | $398.8K | 0.08% | 00.0% | Unchanged |
| Embree Financial Group | 1,724 | $399.8K | 0.07% | −8−0.5% | Reduced |
| Conrad Siegel Investment Advisors, Inc. | 1,729 | $400.9K | 0.11% | +270+18.5% | Added |
| Tamar Securities, LLC | 1,729 | $401.0K | 0.06% | −44−2.5% | Reduced |
| Sterling Financial Group, Inc. | 1,730 | $401.1K | 0.15% | +336+24.1% | Added |
| Shira Ridge Wealth Management | 1,734 | $402.0K | 0.20% | +8+0.5% | Added |
| Oakwell Private Wealth Management, LLC | 1,734 | $402.0K | 0.11% | +24+1.4% | Added |
| Tobias Financial Advisors, Inc. | 1,735 | $402.2K | 0.08% | +355+25.7% | Added |
| JPB Foundation | 1,740 | $403.4K | 0.04% | −5,700−76.6% | Reduced |
| Foundry Partners, LLC | 1,740 | $403.4K | 0.02% | −1,910−52.3% | Reduced |
| Clarus Wealth Advisors | 1,791 | $403.5K | 0.20% | +485+37.1% | Added |
| Southeast Asset Advisors Inc. | 1,741 | $403.6K | 0.05% | +28+1.6% | Added |
| Brio Consultants, LLC | 1,744 | $404.4K | 0.06% | +345+24.7% | Added |
| Mill Capital Management, LLC | 1,750 | $405.7K | 0.03% | 00.0% | Unchanged |
| NDVR, Inc. | 1,753 | $406.4K | 0.39% | +170+10.7% | Added |
| KFA Private Wealth Group, LLC | 1,756 | $407.1K | 0.17% | +42+2.5% | Added |
| Tillman Hartley LLC | 1,756 | $407.1K | 0.12% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 1,761 | $408.0K | 0.12% | +1+0.1% | Added |
| Wealth Group Ltd | 1,760 | $408.0K | 0.12% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 1,788 | $408.8K | 0.06% | +36+2.1% | Added |
| DHK Financial Advisors, Inc. | 1,766 | $409.4K | 0.25% | −617−25.9% | Reduced |
| Parkside Investments, LLC | 1,767 | $409.6K | 0.06% | +5+0.3% | Added |
| United Bank | 1,770 | $410.4K | 0.05% | +1,770 | New |
| One Day In July LLC | 1,770 | $410.4K | 0.04% | −651−26.9% | Reduced |
| Hollow Brook Wealth Management LLC | 1,770 | $410.4K | 0.13% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 1,771 | $410.6K | 0.13% | +53+3.1% | Added |
| Boltwood Capital Management | 1,775 | $411.5K | 0.13% | +75+4.4% | Added |
| Great Waters Wealth Management | 1,780 | $412.7K | 0.05% | −176−9.0% | Reduced |
| Intrepid Capital Management Inc | 1,782 | $413.1K | 0.21% | 00.0% | Unchanged |
| Verus Wealth Management, LLC | 1,784 | $413.6K | 0.46% | +1,784 | New |
| Mosaic Family Wealth Partners, LLC | 1,787 | $414.3K | 0.06% | −223−11.1% | Reduced |
| Sierra Ocean, LLC | 1,790 | $415.2K | 0.34% | +1,790 | New |
| Bluesphere Advisors, LLC | 1,795 | $416.2K | 0.20% | 00.0% | Unchanged |
| Wrenne Financial Planning LLC | 1,797 | $416.6K | 0.24% | −3−0.2% | Reduced |
| Novus Advisors, LLC | 1,800 | $417.3K | 0.42% | +1,800 | New |
| Cross Staff Investments Inc | 1,804 | $418.3K | 0.31% | +1,804 | New |
| Parker Financial LLC | 1,806 | $418.7K | 0.21% | −90−4.7% | Reduced |
| Heartwood Wealth Advisors LLC | 1,806 | $418.7K | 0.05% | +276+18.0% | Added |
| Berkshire Money Management, Inc. | 1,807 | $419.0K | 0.05% | +1,807 | New |
| WoodTrust Financial Corp | 1,806 | $419.0K | 0.06% | +16+0.9% | Added |
| Family Investment Center, Inc. | 1,809 | $419.4K | 0.11% | +591+48.5% | Added |
| Gallagher Capital Advisors, LLC | 1,809 | $419.4K | 0.31% | +1,809 | New |
| Cambridge Financial Group, LLC | 1,811 | $419.9K | 0.18% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 1,812 | $420.0K | 0.21% | −435−19.4% | Reduced |
| Birch Financial Group, LLC | 1,812 | $420.1K | 0.47% | +1,812 | New |
| Yarger Wealth Strategies, LLC | 1,813 | $420.2K | 0.24% | +559+44.6% | Added |