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 |
|---|---|---|---|---|---|
| Albar Capital Partners LLP | 23,374 | $5.42M | 1.30% | +23,374 | New |
| Finivi Inc. | 23,336 | $5.41M | 4.32% | −1,142−4.7% | Reduced |
| Sandy Spring Bank | 23,295 | $5.40M | 0.22% | +4,027+20.9% | Added |
| Aurora Investment Managers, LLC. | 23,236 | $5.39M | 3.38% | −1,002−4.1% | Reduced |
| Proequities, Inc. | 22,342 | $5.38M | 0.30% | −2,239−9.1% | Reduced |
| Peregrine Asset Advisers, Inc. | 23,119 | $5.36M | 1.98% | +20,829+909.6% | Added |
| Wellington Shields Capital Management, LLC | 23,112 | $5.36M | 0.95% | +53+0.2% | Added |
| Eagle Harbor Asset Management Inc | 23,060 | $5.35M | 5.35% | −232−1.0% | Reduced |
| CRA Financial Services, LLC | 23,029 | $5.34M | 0.92% | +79+0.3% | Added |
| LCNB Corp | 22,975 | $5.33M | 1.94% | −1,200−5.0% | Reduced |
| Gryphon Financial Partners LLC | 22,898 | $5.31M | 0.76% | +401+1.8% | Added |
| BW Gestao de Investimentos Ltda. | 22,801 | $5.29M | 0.25% | +22,801 | New |
| Family Firm, Inc. | 22,769 | $5.28M | 1.17% | +112+0.5% | Added |
| Warm Springs Advisors Inc. | 22,673 | $5.26M | 4.88% | +22,673 | New |
| Centennial Bank | 22,641 | $5.25M | 2.47% | −496−2.1% | Reduced |
| Ocean Capital Management, LLC | 22,553 | $5.23M | 1.14% | −393−1.7% | Reduced |
| Birinyi Associates Inc | 22,517 | $5.22M | 1.44% | +10.0% | Added |
| Marshall Financial Group LLC | 22,501 | $5.22M | 1.26% | −1,291−5.4% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 22,465 | $5.21M | 0.05% | +4,665+26.2% | Added |
| West Michigan Advisors, LLC | 22,408 | $5.20M | 1.57% | −2,695−10.7% | Reduced |
| Aubrey Capital Management Ltd | 22,400 | $5.19M | 1.97% | −9,300−29.3% | Reduced |
| Crestline Management, LP | 22,372 | $5.19M | 0.18% | −85,263−79.2% | Reduced |
| Freedom Day Solutions, LLC | 22,358 | $5.18M | 1.55% | −1,725−7.2% | Reduced |
| Providence Wealth Advisors, LLC | 22,085 | $5.18M | 3.92% | +25+0.1% | Added |
| Legacy Wealth Asset Management, LLC | 22,297 | $5.17M | 1.41% | −424−1.9% | Reduced |
| IAM Advisory, LLC | 22,293 | $5.17M | 1.31% | −237−1.1% | Reduced |
| SeaTown Holdings Pte. Ltd. | 22,208 | $5.15M | 3.53% | −25,140−53.1% | Reduced |
| Agur Provident & Training Funds Management Ltd | 2,220 | $5.15M | 1.97% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 22,081 | $5.12M | 1.65% | −337−1.5% | Reduced |
| Evoke Wealth, LLC | 22,081 | $5.12M | 0.14% | +7,955+56.3% | Added |
| Founders Financial Alliance, LLC | 22,059 | $5.11M | 1.41% | −3,256−12.9% | Reduced |
| Arjuna Capital | 22,040 | $5.11M | 1.36% | −110.0% | Reduced |
| Darden Wealth Group Inc | 22,025 | $5.11M | 3.44% | +3,085+16.3% | Added |
| Aft, Forsyth & Sober, LLC | 22,000 | $5.10M | 1.65% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 21,971 | $5.09M | 2.89% | −496−2.2% | Reduced |
| Studio Investment Management LLC | 21,962 | $5.09M | 1.08% | −1,655−7.0% | Reduced |
| Brentview Investment Management LLC | 21,959 | $5.09M | 2.89% | +21,959 | New |
| Foresight Capital Management Advisors, Inc. | 21,948 | $5.09M | 2.97% | +796+3.8% | Added |
| TrueMark Investments, LLC | 21,904 | $5.08M | 1.62% | +6,580+42.9% | Added |
| Paradigm Financial Partners, LLC | 21,901 | $5.08M | 0.64% | +1,887+9.4% | Added |
| Modern Wealth Management, LLC | 21,884 | $5.07M | 0.19% | +933+4.5% | Added |
| Anchor Investment Management, LLC | 21,832 | $5.06M | 0.47% | −1,977−8.3% | Reduced |
| Proquility Private Wealth Partners, LLC | 21,791 | $5.05M | 1.63% | −294−1.3% | Reduced |
| Flow Traders U.S. LLC | 21,784 | $5.05M | 0.20% | +21,784 | New |
| SageView Advisory Group, LLC | 21,756 | $5.04M | 0.22% | +3,614+19.9% | Added |
| AssuredPartners Investment Advisors, LLC | 21,601 | $5.01M | 0.98% | +21,601 | New |
| Xcel Wealth Management, LLC | 21,539 | $4.99M | 1.38% | −157−0.7% | Reduced |
| Blueprint Investment Partners LLC | 21,529 | $4.99M | 0.79% | +1,621+8.1% | Added |
| CWC Advisors, LLC. | 21,525 | $4.99M | 4.98% | −1,443−6.3% | Reduced |
| Louisbourg Investments Inc. | 26,090 | $4.99M | 1.31% | −4,110−13.6% | Reduced |
| Tradition Wealth Management, LLC | 21,484 | $4.98M | 0.44% | −231−1.1% | Reduced |
| Shoker Investment Counsel, Inc. | 21,469 | $4.98M | 1.68% | +38+0.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 21,452 | $4.97M | 0.74% | −1,760−7.6% | Reduced |
| Haverford Trust Co | 21,415 | $4.96M | 0.05% | +475+2.3% | Added |
| RFG - Bristol Wealth Advisors, LLC | 21,377 | $4.96M | 1.63% | +21,377 | New |
| Aaron Wealth Advisors | 21,354 | $4.95M | 0.57% | +2,066+10.7% | Added |
| Lifeworks Advisors, LLC | 21,327 | $4.94M | 0.89% | +499+2.4% | Added |
| LRI Investments, LLC | 21,295 | $4.94M | 0.48% | −93−0.4% | Reduced |
| Catalyst Financial Partners LLC | 21,293 | $4.94M | 0.93% | +1,157+5.7% | Added |
| Cim Investment Mangement Inc | 21,259 | $4.93M | 1.44% | −208−1.0% | Reduced |
| Palacios Wealth Management, LLC | 21,630 | $4.93M | 5.32% | +21,630 | New |
| Monument Capital Management | 21,203 | $4.92M | 1.36% | −5,820−21.5% | Reduced |
| First Washington CORP | 21,191 | $4.91M | 1.74% | −195−0.9% | Reduced |
| Alps Advisors Inc | 21,155 | $4.90M | 0.03% | +707+3.5% | Added |
| Security National Bank | 21,104 | $4.89M | 0.70% | −267−1.2% | Reduced |
| McDonald Partners LLC | 21,080 | $4.89M | 1.25% | −765−3.5% | Reduced |
| Orca Investment Management, LLC | 21,048 | $4.88M | 4.59% | −526−2.4% | Reduced |
| Lake Street Financial LLC | 20,996 | $4.87M | 0.78% | −929−4.2% | Reduced |
| Consolidated Capital Management, LLC | 20,973 | $4.86M | 2.12% | +68+0.3% | Added |
| Catherine Avery Investment Management LLC | 20,966 | $4.86M | 4.29% | +20,966 | New |
| Central Pacific Bank - Trust Division | 20,955 | $4.86M | 0.64% | +3,707+21.5% | Added |
| Pines Wealth Management, LLC | 21,640 | $4.85M | 2.11% | +21,640 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 20,926 | $4.85M | 1.83% | −207−1.0% | Reduced |
| Valley National Advisers Inc | 20,883 | $4.84M | 0.87% | +50+0.2% | Added |
| Sanders Morris Harris LLC | 20,850 | $4.84M | 0.72% | +500+2.5% | Added |
| AMG National Trust Bank | 20,789 | $4.83M | 0.13% | +1,351+7.0% | Added |
| Csenge Advisory Group | 20,824 | $4.83M | 0.26% | −9,755−31.9% | Reduced |
| Patten & Patten Inc | 20,790 | $4.82M | 0.32% | −345−1.6% | Reduced |
| Left Brain Wealth Management, LLC | 20,767 | $4.81M | 1.82% | −1,931−8.5% | Reduced |
| Montecito Bank & Trust | 20,764 | $4.81M | 0.83% | −19−0.1% | Reduced |
| Insight Holdings Group, LLC | 20,710 | $4.80M | 0.31% | −15,690−43.1% | Reduced |
| Essex Financial Services, Inc. | 20,707 | $4.80M | 0.34% | +15+0.1% | Added |
| Coastal Investment Advisors, Inc. | 20,640 | $4.80M | 1.97% | +206+1.0% | Added |
| Triangle Securities Wealth Management | 20,673 | $4.79M | 1.23% | −447−2.1% | Reduced |
| Groesbeck Investment Management Corp | 20,634 | $4.78M | 6.22% | −3,426−14.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 20,594 | $4.77M | 0.47% | +165+0.8% | Added |
| Cornerstone Planning, LLC | 20,580 | $4.77M | 1.82% | +20,580 | New |
| Empire Financial Management Company, LLC | 20,527 | $4.76M | 1.48% | +253+1.2% | Added |
| Commons Capital, LLC | 20,526 | $4.76M | 4.32% | +237+1.2% | Added |
| Chicago Trust Co NA | 20,512 | $4.76M | 0.84% | +1,211+6.3% | Added |
| Sierra Summit Advisors LLC | 20,487 | $4.75M | 0.95% | +2,022+11.0% | Added |
| Insigneo Advisory Services, LLC | 20,386 | $4.73M | 0.49% | −1,327−6.1% | Reduced |
| EFG Asset Management (Americas) Corp. | 20,307 | $4.71M | 0.92% | +221+1.1% | Added |
| Trust Co of Toledo NA | 20,258 | $4.70M | 0.62% | +2,009+11.0% | Added |
| Davidson Capital Management Inc. | 20,223 | $4.69M | 1.23% | +711+3.6% | Added |
| Wrapmanager Inc | 20,133 | $4.67M | 1.19% | +161+0.8% | Added |
| Jaffetilchin Investment Partners, LLC | 20,106 | $4.66M | 0.34% | +668+3.4% | Added |
| Marcum Wealth, LLC | 20,091 | $4.66M | 0.40% | −888−4.2% | Reduced |
| Forte Capital LLC | 20,016 | $4.64M | 0.52% | −885−4.2% | Reduced |
| Shellback Capital, LP | 20,000 | $4.64M | 0.32% | +20,000 | New |