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 |
|---|---|---|---|---|---|
| Journey Strategic Wealth LLC | 39,942 | $9.26M | 0.35% | +17,845+80.8% | Added |
| Kornitzer Capital Management Inc | 39,935 | $9.26M | 0.18% | −2,207−5.2% | Reduced |
| West Oak Capital, LLC | 39,735 | $9.21M | 3.26% | −615−1.5% | Reduced |
| Applied Finance Capital Management, LLC | 39,635 | $9.19M | 0.40% | +275+0.7% | Added |
| Portfolio Design Labs, LLC | 39,444 | $9.14M | 1.88% | +7,660+24.1% | Added |
| Inspire Trust Co, N.A. | 39,400 | $9.13M | 2.33% | +190+0.5% | Added |
| New Millennium Group LLC | 39,338 | $9.12M | 5.33% | +2,525+6.9% | Added |
| Whitford Management LLC | 39,270 | $9.10M | 2.69% | +39,270 | New |
| Narwhal Capital Management | 39,255 | $9.10M | 0.80% | +39,255 | New |
| Harvest Investment Services, LLC | 39,165 | $9.08M | 2.22% | +112+0.3% | Added |
| V-Square Quantitative Management LLC | 39,155 | $9.08M | 1.29% | +6,774+20.9% | Added |
| Morton Community Bank | 39,067 | $9.06M | 2.39% | −1,575−3.9% | Reduced |
| Brookstone Capital Management | 39,007 | $9.04M | 0.13% | +204+0.5% | Added |
| Arete Wealth Advisors, LLC | 38,866 | $9.04M | 0.65% | +9,081+30.5% | Added |
| ROI Financial Advisors, LLC | 38,948 | $9.03M | 6.15% | −1,640−4.0% | Reduced |
| Claro Advisors LLC | 38,936 | $9.03M | 1.22% | −6,934−15.1% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 38,930 | $9.03M | 1.29% | +38,930 | New |
| Equitable Trust Co | 38,872 | $9.01M | 0.50% | +523+1.4% | Added |
| Archford Capital Strategies, LLC | 38,723 | $8.98M | 1.36% | +241+0.6% | Added |
| Peoples Financial Services Corp. | 38,721 | $8.98M | 4.16% | −389−1.0% | Reduced |
| Annex Advisory Services, LLC | 38,665 | $8.96M | 0.27% | −1,397−3.5% | Reduced |
| Bell Asset Management Ltd | 38,592 | $8.95M | 1.63% | +38,592 | New |
| Holderness Investments Co | 38,543 | $8.94M | 1.97% | +1,100+2.9% | Added |
| Asset Dedication, LLC | 38,507 | $8.93M | 0.70% | −14,542−27.4% | Reduced |
| Capstone Wealth Management Group, LLC | 38,422 | $8.91M | 4.77% | +2,030+5.6% | Added |
| Little House Capital LLC | 38,323 | $8.88M | 2.54% | −851−2.2% | Reduced |
| Field & Main Bank | 38,200 | $8.86M | 3.12% | −550−1.4% | Reduced |
| Patten Group, Inc. | 38,167 | $8.85M | 1.96% | +2,652+7.5% | Added |
| First Business Financial Services, Inc. | 38,053 | $8.82M | 0.87% | +1,311+3.6% | Added |
| Nishkama Capital, LLC | 38,046 | $8.82M | 1.44% | +38,046 | New |
| MGB Wealth Management, LLC | 37,796 | $8.81M | 2.73% | +511+1.4% | Added |
| Hiddenite Capital Partners LP | 37,970 | $8.80M | 6.05% | +3,100+8.9% | Added |
| Atlantic Trust, LLC | 37,858 | $8.78M | 1.90% | +360+1.0% | Added |
| NBW Capital LLC | 37,688 | $8.74M | 1.62% | +37,688 | New |
| De Burlo Group Inc | 37,685 | $8.74M | 1.17% | −4,125−9.9% | Reduced |
| Optiver Holding B.V. | 37,550 | $8.71M | 0.28% | +37,550 | New |
| Ninety One SA (PTY) Ltd | 37,513 | $8.70M | 1.92% | −1,411−3.6% | Reduced |
| Artemis Wealth Advisors, LLC | 37,500 | $8.69M | 1.55% | +2,500+7.1% | Added |
| Chicago Capital, LLC | 37,441 | $8.68M | 0.23% | −581−1.5% | Reduced |
| Azzad Asset Management Inc | 37,400 | $8.67M | 1.67% | +626+1.7% | Added |
| Souders Financial Advisors | 37,367 | $8.66M | 1.21% | −7,544−16.8% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 37,356 | $8.66M | 1.05% | +3,090+9.0% | Added |
| Foundations Investment Advisors, LLC | 37,289 | $8.65M | 0.17% | +11,382+43.9% | Added |
| PFG Advisors | 37,261 | $8.64M | 0.53% | +7,061+23.4% | Added |
| CWA Asset Management Group, LLC | 37,210 | $8.63M | 0.43% | +3,484+10.3% | Added |
| Wealth High Governance Capital Ltda | 37,199 | $8.62M | 3.09% | −12,801−25.6% | Reduced |
| Alcosta Capital Management, Inc. | 37,008 | $8.58M | 5.00% | +89+0.2% | Added |
| Impact Capital Partners LLC | 36,988 | $8.58M | 3.05% | +36,988 | New |
| Horizon Investment Services, LLC | 36,938 | $8.56M | 3.64% | −187−0.5% | Reduced |
| Scissortail Wealth Management, LLC | 36,933 | $8.56M | 2.19% | +36,542+9,345.8% | Added |
| Linden Thomas Advisory Services, LLC | 36,881 | $8.55M | 1.08% | −64−0.2% | Reduced |
| Trifecta Capital Advisors, LLC | 36,828 | $8.54M | 1.69% | +1,232+3.5% | Added |
| Matthews International Capital Management LLC | 36,808 | $8.53M | 1.74% | −52,607−58.8% | Reduced |
| J.W. Cole Advisors, Inc. | 36,708 | $8.51M | 0.34% | +839+2.3% | Added |
| Mission Creek Capital Partners, Inc. | 36,541 | $8.47M | 1.85% | +426+1.2% | Added |
| Parus Finance (UK) Ltd | 36,540 | $8.47M | 2.66% | +36,540 | New |
| Mark Asset Management LP | 36,531 | $8.47M | 1.31% | +36,531 | New |
| Bancreek Capital Management, LP | 36,505 | $8.46M | 8.25% | −15,119−29.3% | Reduced |
| Boston Partners | 36,391 | $8.44M | 0.01% | +5,460+17.7% | Added |
| Mount Yale Investment Advisors, LLC | 36,341 | $8.43M | 0.68% | −2,533−6.5% | Reduced |
| Conning Inc. | 36,327 | $8.42M | 0.30% | −229,992−86.4% | Reduced |
| Trustmark National Bank Trust Department | 36,313 | $8.42M | 0.63% | +2,369+7.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 36,258 | $8.41M | 0.23% | +609+1.7% | Added |
| Elite Wealth Management, Inc. | 36,179 | $8.39M | 1.96% | −1,422−3.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 36,132 | $8.38M | 0.61% | −3,355−8.5% | Reduced |
| Perkins Coie Trust Co | 36,098 | $8.37M | 1.84% | −748−2.0% | Reduced |
| Northern Oak Wealth Management Inc | 36,076 | $8.36M | 1.06% | −768−2.1% | Reduced |
| Avestar Capital, LLC | 36,050 | $8.36M | 0.76% | +2,510+7.5% | Added |
| Alpha Omega Wealth Management LLC | 36,003 | $8.35M | 1.58% | −1,797−4.8% | Reduced |
| Becker Capital Management Inc | 35,860 | $8.31M | 0.27% | −60−0.2% | Reduced |
| Fragasso Group Inc. | 35,825 | $8.31M | 0.63% | −2,730−7.1% | Reduced |
| Buffington Mohr McNeal | 35,816 | $8.30M | 1.38% | +3,253+10.0% | Added |
| Compton Wealth Advisory Group, LLC | 35,744 | $8.29M | 2.14% | +822+2.4% | Added |
| New Hampshire Trust | 35,718 | $8.28M | 1.74% | +660+1.9% | Added |
| Castle Rock Wealth Management, LLC | 35,304 | $8.23M | 1.96% | −4,528−11.4% | Reduced |
| Exchange Traded Concepts, LLC | 35,237 | $8.17M | 0.17% | +4,793+15.7% | Added |
| Golden State Equity Partners | 35,156 | $8.15M | 1.56% | −4,251−10.8% | Reduced |
| LVW Advisors, LLC | 35,125 | $8.14M | 1.00% | −5,610−13.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 35,105 | $8.14M | 0.45% | −32−0.1% | Reduced |
| First Financial Bank - Trust Division | 35,031 | $8.12M | 0.76% | +2,021+6.1% | Added |
| Edmp, Inc. | 35,028 | $8.12M | 7.71% | −1,139−3.1% | Reduced |
| STF Management LP | 34,971 | $8.11M | 3.64% | −32,447−48.1% | Reduced |
| StoneX Group Inc. | 34,914 | $8.09M | 0.44% | +3,958+12.8% | Added |
| Diversify Wealth Management, LLC | 36,000 | $8.08M | 0.63% | +8,796+32.3% | Added |
| Columbus Macro, LLC | 34,792 | $8.07M | 1.12% | +28,822+482.8% | Added |
| UBS Oconnor LLC | 34,674 | $8.04M | 0.20% | −44,824−56.4% | Reduced |
| Zions Bancorporation, N.A. | 34,655 | $8.03M | 0.51% | +9,426+37.4% | Added |
| Maxi Investments CY Ltd | 34,463 | $7.99M | 1.54% | −17,615−33.8% | Reduced |
| First Hawaiian Bank | 34,436 | $7.98M | 0.26% | −5,539−13.9% | Reduced |
| Red Spruce Capital, LLC | 34,407 | $7.98M | 3.54% | +1,492+4.5% | Added |
| Kovack Advisors, Inc. | 34,380 | $7.97M | 0.78% | +2,570+8.1% | Added |
| Kesler, Norman & Wride, LLC | 34,203 | $7.93M | 1.71% | +358+1.1% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 34,183 | $7.92M | 0.64% | +18,639+119.9% | Added |
| Toth Financial Advisory Corp | 34,118 | $7.91M | 0.93% | +1,275+3.9% | Added |
| Triasima Portfolio Management inc. | 34,108 | $7.91M | 1.53% | +8,023+30.8% | Added |
| Norden Group LLC | 34,000 | $7.88M | 0.89% | +3,357+11.0% | Added |
| Grand Alliance Asset Management Ltd | 34,000 | $7.88M | 8.66% | +34,000 | New |
| CTC LLC | 33,838 | $7.85M | 0.79% | +33,838 | New |
| Hilton Capital Management, LLC | 33,781 | $7.83M | 0.68% | −4,521−11.8% | Reduced |
| RBF Capital, LLC | 33,730 | $7.82M | 0.41% | 00.0% | Unchanged |