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 |
|---|---|---|---|---|---|
| Principal Street Partners, LLC | 14,321 | $3.32M | 0.65% | +4,589+47.2% | Added |
| Intrua Financial, LLC | 14,309 | $3.32M | 0.54% | −763−5.1% | Reduced |
| Tritonpoint Wealth, LLC | 14,286 | $3.31M | 0.30% | +2,102+17.3% | Added |
| LM Advisors LLC | 14,277 | $3.31M | 0.59% | +14,277 | New |
| Patriot Financial Group Insurance Agency, LLC | 14,248 | $3.30M | 0.44% | +439+3.2% | Added |
| M Holdings Securities, Inc. | 14,204 | $3.29M | 0.53% | +249+1.8% | Added |
| Aspen Grove Capital, LLC | 14,179 | $3.29M | 0.70% | +76+0.5% | Added |
| Strong Tower Advisory Services | 14,166 | $3.28M | 0.86% | +1,083+8.3% | Added |
| Seascape Capital Management | 14,153 | $3.28M | 1.14% | +537+3.9% | Added |
| Stanley-Laman Group, Ltd. | 14,149 | $3.28M | 0.46% | −1,001−6.6% | Reduced |
| Raab & Moskowitz Asset Management LLC | 14,124 | $3.27M | 0.80% | +880+6.6% | Added |
| Everpar Advisors LLC | 14,049 | $3.26M | 1.64% | −333−2.3% | Reduced |
| MCF Advisors LLC | 14,039 | $3.25M | 0.23% | −111−0.8% | Reduced |
| E&G Advisors, LP | 14,015 | $3.25M | 0.88% | −1,235−8.1% | Reduced |
| Roberts Capital Advisors, LLC | 13,990 | $3.24M | 2.72% | 00.0% | Unchanged |
| Mendel Money Management | 13,905 | $3.22M | 1.44% | −705−4.8% | Reduced |
| Drive Wealth Management, LLC | 13,884 | $3.22M | 0.79% | +2,186+18.7% | Added |
| Colonial River Wealth Management, LLC | 13,864 | $3.21M | 1.56% | +1,099+8.6% | Added |
| SlateStone Wealth, LLC | 13,832 | $3.21M | 0.31% | +47+0.3% | Added |
| Gilliland Jeter Wealth Management LLC | 13,822 | $3.20M | 1.08% | +82+0.6% | Added |
| Cerro Pacific Wealth Advisors LLC | 18,537 | $3.20M | 1.06% | +16,770+949.1% | Added |
| G&S Capital LLC | 13,763 | $3.19M | 1.32% | +550+4.2% | Added |
| Chokshi & Queen Wealth Advisors, Inc | 13,705 | $3.18M | 1.97% | +13,705 | New |
| Quent Capital, LLC | 13,601 | $3.15M | 0.33% | −531−3.8% | Reduced |
| Himension Fund | 13,589 | $3.15M | 0.22% | −33,483−71.1% | Reduced |
| Meridian Wealth Advisors, LLC | 13,537 | $3.14M | 0.52% | −1,884−12.2% | Reduced |
| Optimum Investment Advisors | 13,519 | $3.13M | 1.38% | +375+2.9% | Added |
| Panoramic Capital, LLC | 13,500 | $3.13M | 2.49% | +13,500 | New |
| Howard Financial Services, Ltd. | 13,456 | $3.12M | 0.42% | +2,293+20.5% | Added |
| OV Management LLC | 13,443 | $3.12M | 1.45% | +751+5.9% | Added |
| Doliver Advisors, LP | 13,440 | $3.12M | 0.87% | −2,304−14.6% | Reduced |
| Cercano Management LLC | 13,440 | $3.12M | 0.08% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 13,434 | $3.11M | 0.68% | −1,006−7.0% | Reduced |
| West Family Investments, Inc. | 13,427 | $3.11M | 1.08% | −210−1.5% | Reduced |
| Murphy & Mullick Capital Management Corp | 13,407 | $3.11M | 2.86% | +13,407 | New |
| Oakworth Capital, Inc. | 13,342 | $3.09M | 0.21% | −458−3.3% | Reduced |
| Hartford Financial Management Inc. | 13,322 | $3.09M | 0.63% | −8−0.1% | Reduced |
| Regent Peak Wealth Advisors LLC | 13,309 | $3.09M | 0.69% | +386+3.0% | Added |
| Matrix Trust Co | 13,302 | $3.08M | 0.54% | −5,798−30.4% | Reduced |
| Ignite Planners, LLC | 13,252 | $3.08M | 0.68% | −984−6.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 13,277 | $3.08M | 0.41% | +1,588+13.6% | Added |
| St. Louis Financial Planners Asset Management, LLC | 13,150 | $3.05M | 2.20% | −175−1.3% | Reduced |
| Measured Wealth Private Client Group, LLC | 13,114 | $3.04M | 0.98% | −4,946−27.4% | Reduced |
| Lederer & Associates Investment Counsel | 13,112 | $3.04M | 2.12% | −1,576−10.7% | Reduced |
| Pictet North America Advisors SA | 13,111 | $3.04M | 0.29% | +111+0.9% | Added |
| Money Concepts Capital Corp | 13,098 | $3.04M | 0.23% | −2,831−17.8% | Reduced |
| IronOak Wealth LLC. | 13,092 | $3.04M | 3.40% | +13,092 | New |
| Y.D. More Investments Ltd | 13,064 | $3.03M | 0.27% | +5,325+68.8% | Added |
| Millennium Capital Advisors, LLC | 13,009 | $3.02M | 2.06% | −1,021−7.3% | Reduced |
| Mattson Financial Services, LLC | 17,460 | $3.01M | 0.96% | +16,018+1,110.8% | Added |
| Generation Capital Management LLC | 12,990 | $3.01M | 2.58% | +12,990 | New |
| Abundance Wealth Counselors | 12,887 | $2.99M | 0.65% | +818+6.8% | Added |
| First American Trust, FSB | 12,857 | $2.98M | 0.30% | +119+0.9% | Added |
| Two Sigma Securities, LLC | 12,844 | $2.98M | 0.54% | +12,844 | New |
| Cypress Capital, LLC | 12,832 | $2.97M | 0.85% | −4,131−24.4% | Reduced |
| Austin Private Wealth, LLC | 12,800 | $2.97M | 0.28% | −1,568−10.9% | Reduced |
| Bell Bank | 12,798 | $2.97M | 0.22% | +164+1.3% | Added |
| Prudent Man Advisors, LLC | 12,785 | $2.96M | 1.08% | −970−7.1% | Reduced |
| Castellan Group, LLC | 12,781 | $2.96M | 1.28% | −4,596−26.4% | Reduced |
| Fiduciary Planning LLC | 12,771 | $2.96M | 0.96% | −50.0% | Reduced |
| Parkside Advisors LLC | 12,750 | $2.96M | 0.70% | +5,550+77.1% | Added |
| Buckley Wealth Management, LLC | 12,738 | $2.95M | 0.90% | −10−0.1% | Reduced |
| Defined Wealth Management, LLC | 12,712 | $2.95M | 1.95% | +47+0.4% | Added |
| Carolinas Wealth Consulting LLC | 12,709 | $2.95M | 0.58% | −635−4.8% | Reduced |
| Precision Wealth Strategies, LLC | 12,707 | $2.95M | 2.28% | +845+7.1% | Added |
| Aviso Wealth Management | 12,706 | $2.95M | 1.50% | +73+0.6% | Added |
| Transatlantique Private Wealth LLC | 12,698 | $2.94M | 1.12% | +174+1.4% | Added |
| Brick & Kyle, Associates | 12,674 | $2.94M | 1.25% | +12,674 | New |
| Darwin Advisors, LLC | 12,662 | $2.94M | 0.99% | −3,221−20.3% | Reduced |
| Aspetuck Financial Management LLC | 12,650 | $2.93M | 2.29% | +12,650 | New |
| Jeppson Wealth Management, LLC | 12,642 | $2.93M | 1.06% | −132−1.0% | Reduced |
| Regal Investment Advisors LLC | 12,628 | $2.93M | 0.22% | −2,224−15.0% | Reduced |
| Cetera Trust Company, N.A | 12,610 | $2.92M | 1.90% | −30−0.2% | Reduced |
| Peddock Capital Advisors, LLC | 12,607 | $2.92M | 0.70% | −338−2.6% | Reduced |
| Manchester Capital Management LLC | 12,593 | $2.92M | 0.34% | −890−6.6% | Reduced |
| NCP Inc. | 12,558 | $2.91M | 1.49% | +4,858+63.1% | Added |
| Onefund, LLC | 12,537 | $2.91M | 2.79% | +351+2.9% | Added |
| Hilltop Partners LLC | 12,529 | $2.90M | 0.99% | +480+4.0% | Added |
| Otter Creek Advisors, LLC | 12,505 | $2.90M | 2.00% | −13,405−51.7% | Reduced |
| SRN Advisors, LLC | 12,494 | $2.90M | 2.58% | −878−6.6% | Reduced |
| Geller Advisors LLC | 12,458 | $2.89M | 0.19% | −5,724−31.5% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 12,457 | $2.89M | 2.03% | −1,595−11.4% | Reduced |
| First National Bank of Hutchinson | 12,450 | $2.89M | 1.75% | +252+2.1% | Added |
| Emerald Advisers, LLC | 12,401 | $2.88M | 0.11% | −269−2.1% | Reduced |
| Abound Wealth Management | 12,400 | $2.87M | 0.92% | +38+0.3% | Added |
| Graphene Investments SAS | 12,400 | $2.87M | 1.99% | −4,000−24.4% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 12,386 | $2.87M | 1.26% | −699−5.3% | Reduced |
| Garde Capital, Inc. | 12,377 | $2.87M | 0.19% | +1,257+11.3% | Added |
| Aspire Private Capital, LLC | 12,362 | $2.87M | 0.71% | +2,474+25.0% | Added |
| Virtus Wealth Solutions LLC | 12,361 | $2.87M | 0.68% | +12,361 | New |
| GoalVest Advisory LLC | 12,360 | $2.87M | 0.79% | −738−5.6% | Reduced |
| HCR Wealth Advisors | 12,322 | $2.86M | 0.36% | +53+0.4% | Added |
| Leelyn Smith, LLC | 12,311 | $2.85M | 0.51% | −840−6.4% | Reduced |
| Taika Capital, LP | 12,299 | $2.85M | 2.17% | −16,756−57.7% | Reduced |
| BKM Wealth Management, LLC | 12,258 | $2.84M | 1.17% | +3,264+36.3% | Added |
| Ted Buchan & Co | 12,228 | $2.83M | 1.34% | +836+7.3% | Added |
| One Wealth Capital Management, LLC | 12,219 | $2.83M | 1.44% | +12,219 | New |
| Redwood Wealth Management Group, LLC | 12,201 | $2.83M | 1.38% | −4,829−28.4% | Reduced |
| J. W. Coons Advisors, LLC | 12,198 | $2.83M | 0.73% | −901−6.9% | Reduced |
| Quantessence Capital LLC | 12,169 | $2.82M | 1.16% | +12,169 | New |