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 |
|---|---|---|---|---|---|
| Horan Capital Advisors, LLC. | 48,451 | $11.2M | 3.78% | −9,718−16.7% | Reduced |
| Westmount Partners, LLC | 48,419 | $11.2M | 3.41% | +290+0.6% | Added |
| Discovery Capital Management, LLC | 48,400 | $11.2M | 0.76% | +48,400 | New |
| IFP Advisors, Inc | 48,398 | $11.2M | 0.37% | +12,735+35.7% | Added |
| Mystic Asset Management, Inc. | 48,395 | $11.2M | 3.01% | +330+0.7% | Added |
| Trust Asset Management LLC | 48,390 | $11.2M | 0.88% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 48,224 | $11.2M | 0.45% | +24,601+104.1% | Added |
| Rakuten Securities, Inc. | 48,214 | $11.2M | 4.40% | +26,721+124.3% | Added |
| Rossmore Private Capital | 48,039 | $11.1M | 1.38% | −125−0.3% | Reduced |
| Banco BTG Pactual S.A. | 47,745 | $11.1M | 2.59% | +3,512+7.9% | Added |
| Jamison Private Wealth Management, Inc. | 47,745 | $11.1M | 1.63% | +756+1.6% | Added |
| BOCHK Asset Management Ltd | 47,680 | $11.1M | 3.38% | −73,470−60.6% | Reduced |
| Mather Group, LLC. | 47,609 | $11.0M | 0.14% | −3,933−7.6% | Reduced |
| RFG Advisory, LLC | 47,593 | $11.0M | 0.31% | +3,334+7.5% | Added |
| Berry Wealth Group, LP | 47,374 | $11.0M | 7.92% | −1,962−4.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 47,319 | $11.0M | 0.16% | −38−0.1% | Reduced |
| Sirios Capital Management L P | 47,127 | $10.9M | 1.96% | −6,369−11.9% | Reduced |
| Generali Investments, Management Co LLC | 47,117 | $10.9M | 2.82% | +47,117 | New |
| Financial Advisory Service, Inc. | 47,031 | $10.9M | 0.92% | +1,250+2.7% | Added |
| PKO Investment Management Joint-Stock Co | 47,000 | $10.9M | 1.36% | −6,000−11.3% | Reduced |
| Greenwood Capital Associates LLC | 46,995 | $10.9M | 1.42% | −3,572−7.1% | Reduced |
| Strategic Investment Advisors | 46,973 | $10.9M | 1.16% | −1,744−3.6% | Reduced |
| Rathbone Brothers plc | 46,864 | $10.9M | 0.05% | −2,746−5.5% | Reduced |
| Kennedy Capital Management, Inc. | 46,826 | $10.9M | 0.24% | −8,859−15.9% | Reduced |
| Mattern Capital Management, LLC | 46,796 | $10.8M | 1.41% | −3,804−7.5% | Reduced |
| Checchi Capital Advisers, LLC | 46,640 | $10.8M | 0.81% | +518+1.1% | Added |
| Robeco Schweiz AG | 46,600 | $10.8M | 0.23% | +15,000+47.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 46,561 | $10.8M | 0.72% | +46,561 | New |
| Hohimer Wealth Management, LLC | 46,536 | $10.8M | 2.03% | +521+1.1% | Added |
| Waterloo Capital, L.P. | 46,470 | $10.8M | 1.14% | −2,453−5.0% | Reduced |
| Fortis Capital Management LLC | 46,459 | $10.8M | 2.00% | −933−2.0% | Reduced |
| Cigna Investments Inc | 46,446 | $10.8M | 1.90% | −275−0.6% | Reduced |
| Rothschild Investment LLC | 46,140 | $10.7M | 0.70% | −1,216−2.6% | Reduced |
| Concord Wealth Partners | 46,015 | $10.7M | 1.75% | −511−1.1% | Reduced |
| Telligent Fund, LP | 46,000 | $10.7M | 10.15% | +46,000 | New |
| Fidelis Capital Partners, LLC | 48,968 | $10.7M | 1.07% | +3,858+8.6% | Added |
| Icon Wealth Advisors, LLC | 45,771 | $10.6M | 0.87% | −3,680−7.4% | Reduced |
| Polymer Capital Management (HK) LTD | 45,600 | $10.6M | 1.85% | +11,806+34.9% | Added |
| Moneta Group Investment Advisors LLC | 45,473 | $10.5M | 0.15% | −1,849−3.9% | Reduced |
| Flagship Harbor Advisors, LLC | 45,382 | $10.5M | 0.55% | −3,045−6.3% | Reduced |
| Greenwood Gearhart Inc | 45,356 | $10.5M | 0.73% | +2,110+4.9% | Added |
| Wright Investors Service Inc | 45,200 | $10.5M | 3.40% | −5,777−11.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 45,115 | $10.5M | 0.20% | +110+0.2% | Added |
| Foster & Motley Inc | 45,097 | $10.5M | 0.68% | −5,196−10.3% | Reduced |
| Convergence Investment Partners, LLC | 44,797 | $10.4M | 2.32% | −5,799−11.5% | Reduced |
| Brady Family Wealth, LLC | 44,646 | $10.4M | 3.18% | −746−1.6% | Reduced |
| Royal Fund Management, LLC | 44,333 | $10.3M | 1.12% | +3,922+9.7% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 44,340 | $10.3M | 2.72% | +44,340 | New |
| Evercore Wealth Management, LLC | 44,197 | $10.2M | 0.15% | −3,623−7.6% | Reduced |
| Moseley Investment Management Inc | 44,125 | $10.2M | 3.99% | −389−0.9% | Reduced |
| LMCG Investments, LLC | 44,106 | $10.2M | 0.63% | +35+0.1% | Added |
| Baker Ellis Asset Management LLC | 44,100 | $10.2M | 1.50% | −485−1.1% | Reduced |
| Doheny Asset Management | 43,920 | $10.2M | 7.60% | −250−0.6% | Reduced |
| Quantum Private Wealth, LLC | 43,855 | $10.2M | 3.25% | +2,375+5.7% | Added |
| Hoey Investments, Inc | 43,822 | $10.2M | 1.73% | +39,457+903.9% | Added |
| Private Trust Co NA | 43,744 | $10.1M | 1.04% | −2,163−4.7% | Reduced |
| Clean Yield Group | 43,678 | $10.1M | 3.22% | +1,072+2.5% | Added |
| Cary Street Partners Financial LLC | 43,666 | $10.1M | 0.33% | +43,666 | New |
| Bogart Wealth, LLC | 43,580 | $10.1M | 0.48% | −48,142−52.5% | Reduced |
| Smartleaf Asset Management LLC | 42,864 | $10.1M | 1.03% | +6,909+19.2% | Added |
| Prosperity Consulting Group, LLC | 43,488 | $10.1M | 0.76% | −912−2.1% | Reduced |
| Wealthcare Advisory Partners LLC | 43,460 | $10.1M | 0.28% | +170+0.4% | Added |
| Hamilton Capital Partners, LLC | 43,345 | $10.0M | 6.35% | +43,345 | New |
| Purus Wealth Management, LLC | 43,187 | $10.0M | 3.96% | +1,342+3.2% | Added |
| Trust Point Inc. | 43,143 | $10.0M | 0.69% | +957+2.3% | Added |
| Argonautica Private Wealth Management, Inc | 43,024 | $9.97M | 3.22% | −301−0.7% | Reduced |
| Confluence Wealth Services, Inc. | 41,150 | $9.89M | 0.64% | −130.0% | Reduced |
| Hager Investment Management Services, LLC | 42,571 | $9.87M | 6.16% | +42,571 | New |
| Soltis Investment Advisors LLC | 42,567 | $9.87M | 0.91% | +3,718+9.6% | Added |
| Concord Asset Management, LLC | 42,567 | $9.87M | 2.17% | −1,668−3.8% | Reduced |
| Capital Investment Advisory Services, LLC | 42,362 | $9.82M | 0.95% | −180.0% | Reduced |
| Keebeck Wealth Management, LLC | 42,160 | $9.77M | 1.41% | −445−1.0% | Reduced |
| Capstone Investment Advisors, LLC | 42,046 | $9.75M | 0.10% | −14,588−25.8% | Reduced |
| MainStreet Investment Advisors LLC | 41,989 | $9.73M | 1.36% | −735−1.7% | Reduced |
| Greater Midwest Financial Group, LLC | 41,965 | $9.73M | 6.16% | −4,206−9.1% | Reduced |
| Titan Global Capital Management USA LLC | 41,945 | $9.72M | 1.48% | +41,945 | New |
| Pathway Financial Advisers, LLC | 41,848 | $9.70M | 3.27% | −7,243,122−99.4% | Reduced |
| Chilton Investment Co LLC | 41,758 | $9.68M | 0.25% | −1,001−2.3% | Reduced |
| GM Advisory Group, Inc. | 41,620 | $9.65M | 0.53% | +428+1.0% | Added |
| Shaker Investments LLC | 41,584 | $9.64M | 4.04% | −11,353−21.4% | Reduced |
| Alteri Wealth LLC | 41,571 | $9.64M | 2.67% | +41,571 | New |
| Wealthspire Advisors, LLC | 41,508 | $9.62M | 0.10% | +2,387+6.1% | Added |
| Guardian Wealth Advisors, LLC | 41,453 | $9.61M | 0.77% | −2,071−4.8% | Reduced |
| Stonebrook Private Inc. | 41,382 | $9.59M | 2.51% | −2,076−4.8% | Reduced |
| Beech Hill Advisors, Inc. | 41,331 | $9.58M | 3.59% | −1,111−2.6% | Reduced |
| Neville Rodie & Shaw Inc | 41,265 | $9.57M | 0.70% | −2,020−4.7% | Reduced |
| Davy Global Fund Management Ltd | 41,186 | $9.55M | 1.13% | −1,042−2.5% | Reduced |
| Naviter Wealth, LLC | 40,971 | $9.50M | 1.15% | +14,681+55.8% | Added |
| Riggs Asset Managment Co. Inc. | 40,309 | $9.50M | 2.54% | +131+0.3% | Added |
| Vestmark Advisory Solutions, Inc. | 40,889 | $9.48M | 0.33% | −859−2.1% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 40,887 | $9.48M | 1.04% | −19,610−32.4% | Reduced |
| MMBG Investment Advisors Co. | 40,648 | $9.42M | 1.00% | +738+1.8% | Added |
| Ingalls & Snyder LLC | 40,624 | $9.42M | 0.37% | −180.0% | Reduced |
| Schear Investment Advisers, LLC | 40,614 | $9.42M | 5.01% | +2,295+6.0% | Added |
| Kinneret Advisory, LLC | 40,498 | $9.39M | 0.89% | −1,887−4.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 40,472 | $9.38M | 1.20% | +2,370+6.2% | Added |
| B & T Capital Management DBA Alpha Capital Management | 40,431 | $9.37M | 1.72% | −2,674−6.2% | Reduced |
| Westend Capital Management, LLC | 40,414 | $9.37M | 2.78% | +230+0.6% | Added |
| Financial Advisory Partners, LLC | 40,229 | $9.33M | 3.10% | −1,877−4.5% | Reduced |
| Peregrine Investment Management Inc | 40,000 | $9.27M | 5.38% | +40,000 | New |