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
- 3,918
- +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 | 4,854 | $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 |
|---|---|---|---|---|---|
| Evexia Wealth LLC | 61,849 | $13.9M | 4.71% | −2,437−3.8% | Reduced |
| Graypoint LLC | 59,962 | $13.9M | 0.84% | +660+1.1% | Added |
| Boyd Watterson Asset Management LLC | 59,914 | $13.9M | 3.86% | −2,171−3.5% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 59,383 | $13.8M | 3.81% | +2,816+5.0% | Added |
| TD Private Client Wealth LLC | 59,360 | $13.8M | 0.38% | −7,913−11.8% | Reduced |
| Forge First Asset Management Inc. | 59,363 | $13.8M | 4.94% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 59,273 | $13.7M | 3.12% | −130.0% | Reduced |
| Valeo Financial Advisors, LLC | 59,218 | $13.7M | 0.38% | +2,392+4.2% | Added |
| Gladstone Capital Management LLP | 59,200 | $13.7M | 1.14% | +59,200 | New |
| Koshinski Asset Management, Inc. | 59,189 | $13.7M | 1.18% | −755−1.3% | Reduced |
| Citizens Business Bank | 42,560 | $13.7M | 2.56% | −19,458−31.4% | Reduced |
| Petredis Investment Advisors LLC | 59,006 | $13.7M | 1.41% | −405−0.7% | Reduced |
| Aviso Financial Inc. | 58,999 | $13.7M | 0.69% | −2,116−3.5% | Reduced |
| Moody National Bank Trust Division | 58,987 | $13.7M | 1.43% | −2,792−4.5% | Reduced |
| Gluskin Sheff & Assoc Inc | 58,982 | $13.7M | 1.64% | −1,158−1.9% | Reduced |
| Intrust Bank NA | 58,933 | $13.7M | 1.38% | +100+0.2% | Added |
| Westwood Wealth Management | 58,750 | $13.6M | 4.92% | −750−1.3% | Reduced |
| Cooper Financial Group | 58,475 | $13.6M | 1.63% | +3,861+7.1% | Added |
| Two Sigma Investments, LP | 58,404 | $13.5M | 0.03% | −1,261,504−95.6% | Reduced |
| Marsico Capital Management LLC | 58,398 | $13.5M | 0.37% | −25,186−30.1% | Reduced |
| Spinnaker Trust | 58,388 | $13.5M | 0.85% | +2,840+5.1% | Added |
| IFG Advisory, LLC | 58,359 | $13.5M | 0.77% | −460−0.8% | Reduced |
| JPL Wealth Management, LLC | 58,102 | $13.5M | 3.86% | +58,102 | New |
| B&L Asset Management LLC | 58,053 | $13.5M | 8.54% | −1,224−2.1% | Reduced |
| Kendall Capital Management | 57,867 | $13.4M | 3.93% | −5,803−9.1% | Reduced |
| Cambridge Financial Group, Inc. | 57,859 | $13.4M | 5.54% | +57,859 | New |
| Analyst IMS Investment Management Services Ltd. | 57,842 | $13.4M | 0.49% | +6,484+12.6% | Added |
| Stony Point Capital LLC | 57,198 | $13.3M | 3.05% | 00.0% | Unchanged |
| Wedbush Securities Inc | 57,059 | $13.2M | 0.47% | +828+1.5% | Added |
| Kiley Juergens Wealth Management, LLC | 56,853 | $13.2M | 3.30% | −1,000−1.7% | Reduced |
| Mutual Advisors, LLC | 57,334 | $13.2M | 0.38% | −6,428−10.1% | Reduced |
| Red Cedar Investment Management, LLC | 56,575 | $13.1M | 1.65% | −8,460−13.0% | Reduced |
| Intellus Advisors LLC | 56,476 | $13.1M | 2.27% | +56,476 | New |
| Hunter Associates Investment Management LLC | 56,388 | $13.1M | 1.99% | −1,469−2.5% | Reduced |
| Algert Global LLC | 56,358 | $13.1M | 0.31% | −3,993−6.6% | Reduced |
| Peterson Wealth Services | 56,087 | $13.0M | 3.90% | +315+0.6% | Added |
| AMJ Financial Wealth Management | 55,856 | $12.9M | 3.60% | −2,971−5.1% | Reduced |
| Flight Deck Capital, LP | 55,600 | $12.9M | 14.33% | +55,600 | New |
| Qtron Investments LLC | 55,575 | $12.9M | 1.81% | −4,053−6.8% | Reduced |
| Avantax Planning Partners, Inc. | 55,352 | $12.8M | 0.46% | +1,387+2.6% | Added |
| Nations Financial Group Inc, | 55,142 | $12.8M | 0.94% | −14,068−20.3% | Reduced |
| DuPont Capital Management Corp | 55,124 | $12.8M | 1.19% | 00.0% | Unchanged |
| Soros Capital Management LLC | 55,100 | $12.8M | 2.00% | +55,100 | New |
| Nicholas Company, Inc. | 54,783 | $12.7M | 0.21% | −6,317−10.3% | Reduced |
| Aragon Global Management, LP | 54,780 | $12.7M | 4.71% | +26,180+91.5% | Added |
| Kingswood Wealth Advisors, LLC | 54,632 | $12.7M | 0.95% | −22,126−28.8% | Reduced |
| Concentric Capital Strategies, LP | 54,556 | $12.6M | 0.80% | −15,664−22.3% | Reduced |
| Connors Investor Services Inc | 54,492 | $12.6M | 1.18% | −1,317−2.4% | Reduced |
| SBI Securities Co., Ltd. | 54,460 | $12.6M | 0.39% | +54,460 | New |
| Callan Family Office, LLC | 54,241 | $12.6M | 0.80% | +51,851+2,169.5% | Added |
| Arkadios Wealth Advisors | 53,897 | $12.5M | 0.68% | −3,795−6.6% | Reduced |
| Mirabella Financial Services LLP | 53,873 | $12.5M | 1.14% | +53,873 | New |
| Gamco Investors, Inc. Et Al | 53,706 | $12.5M | 0.13% | +44,691+495.7% | Added |
| Ariose Capital Management Ltd | 53,700 | $12.4M | 10.31% | +53,700 | New |
| James Investment Research Inc | 53,616 | $12.4M | 1.48% | −972−1.8% | Reduced |
| Cypress Capital Group | 53,538 | $12.4M | 1.52% | +3,248+6.5% | Added |
| EFG Asset Management (North America) Corp. | 53,433 | $12.4M | 1.69% | +7,179+15.5% | Added |
| Asio Capital, LLC | 53,159 | $12.3M | 2.33% | −1,041−1.9% | Reduced |
| Valicenti Advisory Services Inc | 53,065 | $12.3M | 3.06% | +200.0% | Added |
| Signet Financial Management, LLC | 52,984 | $12.3M | 1.57% | −1,223−2.3% | Reduced |
| HTLF Bank | 52,972 | $12.3M | 1.39% | −21,186−28.6% | Reduced |
| Impact Asset Management GmbH | 52,810 | $12.2M | 4.84% | −10,420−16.5% | Reduced |
| Monetary Management Group Inc | 52,810 | $12.2M | 3.18% | −2,200−4.0% | Reduced |
| Ostrum Asset Management | 52,605 | $12.2M | 1.06% | +1,991+3.9% | Added |
| Science & Technology Partners, L.P. | 52,604 | $12.2M | 3.71% | +52,604 | New |
| Sound View Wealth Advisors Group, LLC | 52,588 | $12.2M | 0.98% | +2,727+5.5% | Added |
| Palogic Value Management, L.P. | 52,535 | $12.2M | 4.87% | −2,195−4.0% | Reduced |
| Syon Capital LLC | 52,484 | $12.2M | 1.10% | −2,019−3.7% | Reduced |
| Winton Group Ltd | 52,365 | $12.1M | 0.81% | −45,707−46.6% | Reduced |
| Financial Enhancement Group LLC | 53,830 | $12.1M | 1.85% | +44,842+498.9% | Added |
| Tectonic Advisors LLC | 52,092 | $12.1M | 0.79% | +1,195+2.3% | Added |
| Journey Advisory Group, LLC | 7,507 | $12.1M | 1.44% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 51,973 | $12.0M | 0.09% | −2,865−5.2% | Reduced |
| RDA Financial Network | 51,576 | $12.0M | 3.49% | −648−1.2% | Reduced |
| Kennedy Investment Group | 51,562 | $12.0M | 5.41% | +265+0.5% | Added |
| Talbot Financial, LLC | 51,551 | $12.0M | 1.42% | −194−0.4% | Reduced |
| Farther Finance Advisors, LLC | 51,526 | $11.9M | 0.43% | −4,039−7.3% | Reduced |
| Sandhill Capital Partners LLC | 51,508 | $11.9M | 0.94% | −2,355−4.4% | Reduced |
| RBA Wealth Management, LLC | 51,499 | $11.9M | 4.55% | −2,497−4.6% | Reduced |
| Bearing Point Capital, LLC | 51,274 | $11.9M | 2.48% | +51,274 | New |
| Ascent Group, LLC | 51,174 | $11.9M | 0.89% | +2,540+5.2% | Added |
| Independent Solutions Wealth Management, LLC | 51,140 | $11.9M | 2.59% | +2,004+4.1% | Added |
| Truvestments Capital LLC | 50,674 | $11.7M | 3.02% | +1,402+2.8% | Added |
| Turtle Creek Wealth Advisors, LLC | 50,305 | $11.7M | 2.69% | +1,693+3.5% | Added |
| Atomi Financial Group, Inc. | 50,287 | $11.7M | 0.59% | +6,782+15.6% | Added |
| Geneos Wealth Management Inc. | 50,152 | $11.6M | 0.41% | −3,917−7.2% | Reduced |
| Quadrant Capital Group LLC | 50,118 | $11.6M | 0.80% | +332+0.7% | Added |
| CBOE Vest Financial, LLC | 50,059 | $11.6M | 0.21% | +13,996+38.8% | Added |
| Stablepoint Partners, LLC | 50,052 | $11.6M | 2.13% | −1,059−2.1% | Reduced |
| Ameritas Advisory Services, LLC | 50,032 | $11.6M | 0.40% | +28,474+132.1% | Added |
| Beck Capital Management, LLC | 50,030 | $11.6M | 3.08% | −184−0.4% | Reduced |
| Exor Capital LLP | 50,000 | $11.6M | 0.31% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 49,947 | $11.6M | 0.54% | −11,233−18.4% | Reduced |
| International Assets Investment Management, LLC | 49,803 | $11.6M | 0.97% | −8,196,297−99.4% | Reduced |
| Community Bank, N.A. | 49,418 | $11.5M | 1.47% | −1,955−3.8% | Reduced |
| NorthRock Partners, LLC | 49,198 | $11.4M | 0.37% | −465−0.9% | Reduced |
| Midwest Professional Planners, LTD. | 48,958 | $11.4M | 3.39% | +1,466+3.1% | Added |
| Symphony Financial, Ltd. Co. | 46,713 | $11.3M | 1.77% | −2,805−5.7% | Reduced |
| Wedmont Private Capital | 50,228 | $11.3M | 0.59% | +4,816+10.6% | Added |
| Strategic Global Advisors, LLC | 48,508 | $11.2M | 2.06% | −7,168−12.9% | Reduced |