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 |
|---|---|---|---|---|---|
| Sphera Management Technology Funds Ltd | 20,000 | $4.64M | 3.68% | +20,000 | New |
| IPG Investment Advisors LLC | 19,990 | $4.63M | 1.05% | −2,575−11.4% | Reduced |
| Catalina Capital Group, LLC | 19,989 | $4.63M | 1.53% | +298+1.5% | Added |
| Leisure Capital Management | 19,977 | $4.63M | 1.81% | −1,301−6.1% | Reduced |
| Legacy Advisors, LLC | 19,926 | $4.62M | 0.45% | +356+1.8% | Added |
| Key Financial Inc | 19,915 | $4.62M | 1.05% | −4,770−19.3% | Reduced |
| Hourglass Capital, LLC | 19,805 | $4.59M | 1.27% | −4,915−19.9% | Reduced |
| Apollon Financial, LLC | 19,727 | $4.57M | 1.13% | +1,138+6.1% | Added |
| Spinnaker Investment Group, LLC | 19,712 | $4.57M | 1.10% | −188−0.9% | Reduced |
| Synergy Financial Management, LLC | 19,698 | $4.57M | 0.35% | +285+1.5% | Added |
| CastleKnight Management LP | 19,700 | $4.57M | 0.50% | +600+3.1% | Added |
| Wills Financial Group, Inc. | 19,564 | $4.54M | 1.96% | −738−3.6% | Reduced |
| Proficio Capital Partners LLC | 19,529 | $4.53M | 0.37% | +6,168+46.2% | Added |
| Financial Advocates Investment Management | 19,509 | $4.52M | 0.26% | +1,788+10.1% | Added |
| Jasper Ridge Partners, L.P. | 19,500 | $4.52M | 0.14% | +30+0.2% | Added |
| Altman Advisors, Inc. | 19,478 | $4.52M | 1.93% | −539−2.7% | Reduced |
| Circle Wealth Management, LLC | 19,410 | $4.50M | 0.10% | +4,587+30.9% | Added |
| Elm3 Financial Group, LLC | 19,369 | $4.49M | 3.83% | +19,369 | New |
| Bensler, LLC | 19,342 | $4.48M | 0.53% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 19,338 | $4.48M | 0.95% | +123+0.6% | Added |
| HWG Holdings LP | 19,325 | $4.48M | 1.47% | +8,605+80.3% | Added |
| Violich Capital Management, Inc. | 19,325 | $4.48M | 0.58% | −1,755−8.3% | Reduced |
| Baker Avenue Asset Management, LP | 19,274 | $4.47M | 0.14% | +1,587+9.0% | Added |
| Hudson Canyon Capital Management | 19,250 | $4.46M | 2.91% | −1,060−5.2% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 19,200 | $4.45M | 0.46% | +19,200 | New |
| Destination Wealth Management | 19,080 | $4.42M | 0.14% | +233+1.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 21,880 | $4.42M | 0.04% | +884+4.2% | Added |
| CSU Producer Resources, Inc. | 19,000 | $4.40M | 14.52% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 18,940 | $4.39M | 0.24% | +680+3.7% | Added |
| Paralel Advisors LLC | 18,940 | $4.39M | 0.19% | +1,720+10.0% | Added |
| Camden Capital, LLC | 18,833 | $4.37M | 0.48% | +4,535+31.7% | Added |
| Paragon Advisors, LLC | 18,759 | $4.35M | 1.49% | −1,762−8.6% | Reduced |
| Gardner Lewis Asset Management L P | 18,720 | $4.34M | 1.10% | −830−4.2% | Reduced |
| Colton Groome Financial Advisors, LLC | 18,711 | $4.34M | 1.66% | −45−0.2% | Reduced |
| Executive Wealth Management, LLC | 18,687 | $4.33M | 0.34% | +1,319+7.6% | Added |
| Counterweight Ventures, LLC | 18,637 | $4.32M | 3.05% | +25+0.1% | Added |
| Riverstone Advisors, LLC | 18,584 | $4.31M | 2.46% | +530+2.9% | Added |
| Koss-Olinger Consulting, LLC | 18,541 | $4.30M | 0.38% | +7,792+72.5% | Added |
| Savvy Advisors, Inc. | 18,537 | $4.30M | 0.52% | +2,601+16.3% | Added |
| Mirabaud Asset Management Ltd | 18,212 | $4.29M | 2.00% | −2,566−12.3% | Reduced |
| Navellier & Associates Inc | 18,486 | $4.29M | 0.51% | +2,690+17.0% | Added |
| Connable Office Inc | 18,472 | $4.28M | 0.44% | −259−1.4% | Reduced |
| River Street Advisors LLC | 18,446 | $4.28M | 2.19% | +218+1.2% | Added |
| Magnus Financial Group LLC | 18,436 | $4.27M | 0.41% | +234+1.3% | Added |
| First Commonwealth Financial Corp | 18,425 | $4.27M | 1.01% | +518+2.9% | Added |
| Iowa State Bank | 18,409 | $4.27M | 0.89% | +155+0.8% | Added |
| XTX Topco Ltd | 18,388 | $4.26M | 0.36% | −11,680−38.8% | Reduced |
| Copperwynd Financial, LLC | 18,351 | $4.25M | 1.17% | +995+5.7% | Added |
| Formidable Asset Management, LLC | 18,304 | $4.24M | 0.70% | −1,266−6.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 18,170 | $4.21M | 0.71% | −1,450−7.4% | Reduced |
| Probity Advisors, Inc. | 18,154 | $4.21M | 0.81% | −1,093−5.7% | Reduced |
| Accurate Wealth Management, LLC | 18,743 | $4.21M | 0.81% | +1,194+6.8% | Added |
| GraniteShares Advisors LLC | 18,033 | $4.18M | 2.65% | +18,033 | New |
| JBF Capital, Inc. | 18,000 | $4.17M | 0.72% | 00.0% | Unchanged |
| Freemont Management S.A. | 18,000 | $4.17M | 2.05% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 17,975 | $4.17M | 0.49% | +1,429+8.6% | Added |
| Cable Hill Partners, LLC | 17,946 | $4.16M | 0.42% | +439+2.5% | Added |
| Camarda Financial Advisors, LLC | 17,924 | $4.16M | 1.56% | −1,340−7.0% | Reduced |
| FNY Investment Advisers, LLC | 17,869 | $4.14M | 2.15% | +6,908+63.0% | Added |
| Leavell Investment Management, Inc. | 17,850 | $4.14M | 0.20% | +992+5.9% | Added |
| RoundAngle Advisors LLC | 17,805 | $4.13M | 3.93% | +17,805 | New |
| Joseph Group Capital Management | 17,790 | $4.12M | 1.63% | +1,403+8.6% | Added |
| L2 Asset Management, LLC | 17,742 | $4.11M | 0.90% | −807−4.4% | Reduced |
| Parkside Financial Bank & Trust | 17,698 | $4.10M | 0.54% | +367+2.1% | Added |
| Keel Point, LLC | 17,695 | $4.10M | 0.33% | +2,808+18.9% | Added |
| MTM Investment Management, LLC | 17,640 | $4.09M | 1.57% | −35−0.2% | Reduced |
| CWM Advisors, LLC | 17,605 | $4.08M | 0.46% | +3,298+23.1% | Added |
| Rehmann Capital Advisory Group | 17,577 | $4.08M | 0.26% | +806+4.8% | Added |
| VCI Wealth Management LLC | 17,558 | $4.07M | 1.73% | +17,558 | New |
| New England Asset Management Inc | 17,555 | $4.07M | 0.70% | −2,300−11.6% | Reduced |
| Phoenix Wealth Advisors | 17,528 | $4.06M | 1.76% | −681−3.7% | Reduced |
| Delta Financial Advisors LLC | 17,494 | $4.06M | 1.51% | +748+4.5% | Added |
| Ring Mountain Capital, LLC | 17,454 | $4.05M | 2.71% | +17,454 | New |
| Precedent Wealth Partners, LLC | 17,449 | $4.05M | 1.32% | +208+1.2% | Added |
| Lynx Capital Group Ltd | 17,440 | $4.04M | 2.33% | −216−1.2% | Reduced |
| YHB Investment Advisors, Inc. | 17,414 | $4.04M | 0.33% | +6,477+59.2% | Added |
| ICW Investment Advisors LLC | 17,393 | $4.03M | 1.68% | +420+2.5% | Added |
| New England Research & Management, Inc. | 17,370 | $4.03M | 2.05% | +15+0.1% | Added |
| Harvest Investment Advisors, LLC | 17,328 | $4.02M | 2.78% | −403−2.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 17,300 | $4.01M | 0.08% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 17,266 | $4.00M | 1.07% | +454+2.7% | Added |
| Valley Brook Capital Group | 17,250 | $4.00M | 2.99% | −1,505−8.0% | Reduced |
| Roundview Capital LLC | 17,247 | $4.00M | 0.28% | +9,168+113.5% | Added |
| Consilium Wealth Advisory, LLC | 17,232 | $4.00M | 1.91% | −63−0.4% | Reduced |
| Payden & Rygel | 17,200 | $3.99M | 0.34% | −115,300−87.0% | Reduced |
| Fort Point Capital Partners LLC | 17,199 | $3.99M | 0.45% | −529−3.0% | Reduced |
| Sentry Investment Management LLC | 17,171 | $3.98M | 1.90% | −1,776−9.4% | Reduced |
| Stillwater Wealth Management Group | 17,157 | $3.98M | 3.57% | +17,157 | New |
| Johnson & White Wealth Management, LLC | 17,134 | $3.98M | 2.41% | −250−1.4% | Reduced |
| Welch Group, LLC | 16,863 | $3.97M | 0.18% | +15,018+814.0% | Added |
| Heartland Bank & Trust Co | 17,135 | $3.97M | 2.16% | +285+1.7% | Added |
| Quotient Wealth Partners, LLC | 17,112 | $3.97M | 0.13% | +787+4.8% | Added |
| Orca Wealth Management, LLC | 17,099 | $3.96M | 3.57% | +17,099 | New |
| Creegan & Nassoura Financial Group, LLC | 16,940 | $3.93M | 2.64% | −100−0.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 16,930 | $3.93M | 0.72% | +210+1.3% | Added |
| Meadow Creek Wealth Advisors LLC | 16,927 | $3.92M | 2.82% | −550−3.1% | Reduced |
| Capital Advisors Wealth Management, LLC | 16,893 | $3.92M | 0.70% | +250+1.5% | Added |
| Sphera Funds Management Ltd. | 16,880 | $3.91M | 0.72% | 00.0% | Unchanged |
| Unigestion Holding SA | 16,801 | $3.90M | 0.22% | +551+3.4% | Added |
| Alpha Cubed Investments, LLC | 16,767 | $3.89M | 0.18% | +73+0.4% | Added |