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 |
|---|---|---|---|---|---|
| Mitchell McLeod Pugh & Williams Inc | 27,742 | $6.43M | 1.35% | −2,774−9.1% | Reduced |
| Bayesian Capital Management, LP | 27,642 | $6.41M | 0.78% | +27,642 | New |
| Fiduciary Alliance LLC | 27,639 | $6.41M | 0.65% | +22,348+422.4% | Added |
| 3Chopt Investment Partners, LLC | 27,583 | $6.39M | 2.20% | −650−2.3% | Reduced |
| Lineweaver Wealth Advisors, LLC | 27,391 | $6.35M | 1.17% | +4,256+18.4% | Added |
| Hodges Capital Management Inc. | 27,398 | $6.35M | 0.38% | +1,928+7.6% | Added |
| Human Investing LLC | 27,391 | $6.35M | 1.13% | −2,421−8.1% | Reduced |
| Bowman & Co S.C. | 27,315 | $6.33M | 3.27% | +140+0.5% | Added |
| Harbour Investments, Inc. | 27,244 | $6.32M | 0.18% | +1,492+5.8% | Added |
| Princeton Capital Management LLC | 27,110 | $6.29M | 1.95% | +1,739+6.9% | Added |
| Leonteq Securities AG | 25,581 | $6.26M | 0.62% | +2,530+11.0% | Added |
| RWM Asset Management, LLC | 27,013 | $6.26M | 1.02% | +24,953+1,211.3% | Added |
| Convergence Financial, LLC | 27,000 | $6.26M | 1.25% | +85+0.3% | Added |
| Mirabaud & Cie SA | 26,939 | $6.25M | 2.01% | −4,270−13.7% | Reduced |
| MidWestOne Financial Group, Inc. | 26,903 | $6.24M | 0.88% | −2,493−8.5% | Reduced |
| Oarsman Capital, Inc. | 26,883 | $6.23M | 1.09% | −1,585−5.6% | Reduced |
| Kestra Investment Management, LLC | 26,868 | $6.23M | 0.24% | −1,695−5.9% | Reduced |
| Charles Schwab Trust Co | 26,810 | $6.22M | 0.53% | +1,720+6.9% | Added |
| Saranac Partners Ltd | 22,868 | $6.21M | 3.43% | −6,127−21.1% | Reduced |
| Knuff & Co LLC | 26,706 | $6.19M | 1.88% | −280−1.0% | Reduced |
| David J Yvars Group | 26,642 | $6.18M | 3.77% | +19,027+249.9% | Added |
| NatWest Group plc | 26,648 | $6.18M | 1.83% | +1,693+6.8% | Added |
| Ambassador Advisors, LLC | 26,610 | $6.17M | 1.05% | −400−1.5% | Reduced |
| Alpha Family Trust | 26,550 | $6.16M | 3.46% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 26,397 | $6.12M | 0.30% | +19+0.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 26,364 | $6.11M | 1.24% | +6,667+33.8% | Added |
| Simon Quick Advisors, LLC | 26,338 | $6.11M | 0.37% | +3,742+16.6% | Added |
| GeoWealth Management, LLC | 26,325 | $6.10M | 0.20% | −3,574−12.0% | Reduced |
| Jupiter Wealth Management LLC | 26,281 | $6.09M | 3.05% | +2,970+12.7% | Added |
| Strategic Planning Group, LLC | 26,232 | $6.08M | 1.12% | +442+1.7% | Added |
| San Luis Wealth Advisors LLC | 26,141 | $6.06M | 1.15% | +22,257+573.0% | Added |
| BCM Advisors, LLC | 26,024 | $6.04M | 1.35% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 25,955 | $6.02M | 0.57% | −712−2.7% | Reduced |
| Rockline Wealth Management, LLC | 25,905 | $6.01M | 1.60% | +1,736+7.2% | Added |
| Fischer Financial Services, Inc. | 25,896 | $6.00M | 1.89% | +25,896 | New |
| Emprise Bank | 25,858 | $5.99M | 3.39% | −1,562−5.7% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 25,836 | $5.99M | 2.80% | −1,260−4.7% | Reduced |
| Parker Investment Management, LLC | 25,835 | $5.99M | 0.93% | +285+1.1% | Added |
| KMG Fiduciary Partners, LLC | 25,776 | $5.98M | 0.49% | +10,314+66.7% | Added |
| Silver Oak Securities, Inc | 25,236 | $5.95M | 0.55% | +6,198+32.6% | Added |
| Breed's Hill Capital LLC | 25,639 | $5.94M | 3.11% | +7,608+42.2% | Added |
| Mayflower Financial Advisors, LLC | 25,593 | $5.93M | 0.89% | +117+0.5% | Added |
| Dorsey Wright & Associates | 25,582 | $5.93M | 1.42% | −18,052−41.4% | Reduced |
| Pacitti Group Inc. | 25,569 | $5.93M | 2.80% | +392+1.6% | Added |
| CVA Family Office, LLC | 25,546 | $5.92M | 0.94% | +872+3.5% | Added |
| Essex Savings Bank | 25,537 | $5.92M | 1.47% | −178−0.7% | Reduced |
| Everhart Financial Group, Inc. | 25,524 | $5.92M | 1.22% | +1,652+6.9% | Added |
| Harbor Investment Advisory, LLC | 25,523 | $5.92M | 0.55% | +733+3.0% | Added |
| Highview Capital Management LLC | 25,522 | $5.92M | 2.27% | +322+1.3% | Added |
| Insight Wealth Strategies, LLC | 25,427 | $5.89M | 0.79% | −4,248−14.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 25,399 | $5.89M | 1.36% | −462−1.8% | Reduced |
| Benchmark Investment Advisors LLC | 25,289 | $5.86M | 3.82% | −689−2.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 25,272 | $5.86M | 0.21% | −4,369−14.7% | Reduced |
| Great Lakes Retirement, Inc. | 25,245 | $5.85M | 0.76% | −1,676−6.2% | Reduced |
| Kanawha Capital Management LLC | 25,244 | $5.85M | 0.46% | +747+3.0% | Added |
| Revere Asset Management, Inc | 25,238 | $5.85M | 4.96% | +25,238 | New |
| Westside Investment Management, Inc. | 25,194 | $5.84M | 1.23% | −621−2.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 25,160 | $5.83M | 0.21% | −959−3.7% | Reduced |
| Jmac Enterprises LLC | 25,123 | $5.82M | 0.91% | −10,243−29.0% | Reduced |
| Banco de Sabadell, S.A | 25,107 | $5.82M | 4.56% | +425+1.7% | Added |
| Occudo Quantitative Strategies LP | 25,045 | $5.81M | 1.05% | +20,103+406.8% | Added |
| Marietta Investment Partners LLC | 24,948 | $5.78M | 1.27% | +538+2.2% | Added |
| Advocate Group LLC | 24,929 | $5.78M | 1.09% | −1,546−5.8% | Reduced |
| Lee Financial Co | 24,820 | $5.75M | 0.81% | −295−1.2% | Reduced |
| Essential Planning, LLC. | 30,930 | $5.72M | 0.04% | +30,930 | New |
| Berkshire Asset Management LLC | 23,378 | $5.72M | 0.27% | +20,763+794.0% | Added |
| Axecap Investments, LLC | 24,663 | $5.72M | 4.31% | +1,490+6.4% | Added |
| Guerra Pan Advisors, LLC | 24,585 | $5.70M | 4.13% | +225+0.9% | Added |
| PDS Planning, Inc | 24,458 | $5.67M | 0.50% | +3,276+15.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 24,400 | $5.66M | 1.66% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 24,355 | $5.65M | 2.97% | −1,834−7.0% | Reduced |
| AlTi Global, Inc. | 23,964 | $5.64M | 0.14% | −4,606−16.1% | Reduced |
| Tealwood Asset Management Inc | 24,331 | $5.64M | 2.33% | −145−0.6% | Reduced |
| Brady Martz Wealth Solutions, LLC | 25,095 | $5.64M | 1.36% | +25,095 | New |
| Boston Trust Walden Corp | 24,305 | $5.63M | 0.04% | −125−0.5% | Reduced |
| Cunning Capital Partners, LP | 24,290 | $5.63M | 3.48% | 00.0% | Unchanged |
| Old Port Advisors | 24,196 | $5.61M | 1.61% | −771−3.1% | Reduced |
| NVWM, LLC | 24,186 | $5.61M | 1.41% | −1,803−6.9% | Reduced |
| Old National Bancorp | 24,148 | $5.60M | 0.13% | +2,287+10.5% | Added |
| Zhang Financial LLC | 24,130 | $5.59M | 0.32% | +2,975+14.1% | Added |
| Institute for Wealth Management, LLC. | 24,084 | $5.58M | 0.70% | +40.0% | Added |
| NovaPoint Capital, LLC | 24,072 | $5.58M | 1.70% | +985+4.3% | Added |
| Burr Financial Services, LLC | 24,037 | $5.57M | 3.76% | +24,037 | New |
| MYDA Advisors LLC | 24,000 | $5.56M | 1.59% | +24,000 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 24,000 | $5.56M | 2.46% | +10,000+71.4% | Added |
| FCG Investment Co | 23,994 | $5.56M | 3.38% | +1,092+4.8% | Added |
| Regatta Capital Group, LLC | 23,988 | $5.56M | 1.08% | +608+2.6% | Added |
| Pinnacle Financial Partners Inc | 24,347 | $5.54M | 0.11% | +5,583+29.8% | Added |
| M. Kraus & Co | 23,842 | $5.53M | 1.66% | +21,630+977.8% | Added |
| Quantbot Technologies LP | 23,720 | $5.50M | 0.20% | +23,720 | New |
| Anderson Hoagland & Co | 23,156 | $5.50M | 0.57% | −2,951−11.3% | Reduced |
| Founders Financial Securities LLC | 23,604 | $5.47M | 0.49% | −548−2.3% | Reduced |
| Avidian Wealth Solutions, LLC | 23,518 | $5.45M | 0.24% | +2,707+13.0% | Added |
| Wealth Architects, LLC | 23,517 | $5.45M | 0.62% | −1,888−7.4% | Reduced |
| Cove Private Wealth, LLC | 23,500 | $5.45M | 3.27% | 00.0% | Unchanged |
| Trust Investment Advisors | 23,490 | $5.45M | 3.48% | +889+3.9% | Added |
| Great Diamond Partners, LLC | 23,462 | $5.44M | 1.41% | −935−3.8% | Reduced |
| Dodge & Cox | 23,460 | $5.44M | 0.00% | −11,880−33.6% | Reduced |
| Eley Financial Management, Inc | 23,431 | $5.43M | 2.12% | +84+0.4% | Added |
| Argentarii, LLC | 23,375 | $5.42M | 2.72% | +23,375 | New |