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 |
|---|---|---|---|---|---|
| Close Asset Management Ltd | 9,068 | $2.10M | 0.06% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 9,064 | $2.10M | 0.15% | +96+1.1% | Added |
| Ashton Thomas Securities, LLC | 9,091 | $2.10M | 0.58% | +1,023+12.7% | Added |
| Twin Focus Capital Partners, LLC | 9,050 | $2.10M | 0.31% | −4,480−33.1% | Reduced |
| Weatherly Asset Management L. P. | 9,049 | $2.10M | 0.19% | +5,190+134.5% | Added |
| AlphaMark Advisors, LLC | 9,045 | $2.10M | 0.91% | +166+1.9% | Added |
| Aprio Wealth Management, LLC | 9,024 | $2.09M | 0.31% | −260−2.8% | Reduced |
| Williamson Legacy Group, LLC | 8,961 | $2.08M | 1.38% | −7,794−46.5% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 8,961 | $2.08M | 0.77% | −676−7.0% | Reduced |
| Michael S. Ryan, Inc. | 8,959 | $2.08M | 1.41% | +61+0.7% | Added |
| WealthPlan Investment Management, LLC | 8,934 | $2.07M | 0.20% | −7,356−45.2% | Reduced |
| Fermata Advisors, LLC | 8,933 | $2.07M | 0.39% | +968+12.2% | Added |
| Retirement Guys Formula LLC | 8,927 | $2.07M | 1.04% | −29−0.3% | Reduced |
| BluePath Capital Management, LLC | 9,166 | $2.07M | 1.12% | +1,135+14.1% | Added |
| Wolf Group Capital Advisors | 2,380 | $2.06M | 1.01% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 9,169 | $2.06M | 2.05% | −2,335−20.3% | Reduced |
| Hanlon Investment Management, Inc. | 8,834 | $2.05M | 0.56% | −4,547−34.0% | Reduced |
| Park Edge Advisors, LLC | 8,830 | $2.05M | 0.60% | +525+6.3% | Added |
| Correct Capital Wealth Management | 8,826 | $2.05M | 0.41% | +685+8.4% | Added |
| Next Level Private LLC | 8,817 | $2.04M | 0.82% | +21+0.2% | Added |
| Edgestream Partners, L.P. | 8,805 | $2.04M | 0.09% | −5,242−37.3% | Reduced |
| Kathmere Capital Management, LLC | 8,790 | $2.04M | 0.18% | +1,440+19.6% | Added |
| Invera Wealth Advisors, LLC | 8,464 | $2.03M | 2.02% | −701−7.6% | Reduced |
| Core Wealth Partners LLC | 8,743 | $2.03M | 1.16% | +573+7.0% | Added |
| Beaumont Asset Management, L.L.C. | 8,709 | $2.02M | 1.17% | −202−2.3% | Reduced |
| Franchise Capital Ltd | 8,700 | $2.02M | 0.94% | +8,700 | New |
| Sabal Trust CO | 8,690 | $2.01M | 0.12% | +1,910+28.2% | Added |
| Drake & Associates, LLC | 8,942 | $2.01M | 0.57% | +2,311+34.9% | Added |
| Pathway Financial Advisors LLC | 8,670 | $2.01M | 0.46% | −50−0.6% | Reduced |
| Midland Wealth Advisors LLC | 8,614 | $2.00M | 0.12% | −356−4.0% | Reduced |
| Clear Harbor Asset Management, LLC | 8,607 | $2.00M | 0.16% | +145+1.7% | Added |
| Bullseye Investment Management, LLC | 8,600 | $2.00M | 1.32% | +8,600 | New |
| Asahi Life Asset Management Co., Ltd. | 8,600 | $1.99M | 1.22% | +1,250+17.0% | Added |
| Center for Financial Planning, Inc. | 8,583 | $1.99M | 0.27% | +84+1.0% | Added |
| Orrstown Financial Services Inc | 8,564 | $1.99M | 0.53% | +6+0.1% | Added |
| New Republic Capital, LLC | 8,556 | $1.98M | 1.30% | +737+9.4% | Added |
| Willner & Heller, LLC | 8,554 | $1.98M | 1.74% | −358−4.0% | Reduced |
| Evernest Financial Advisors, LLC | 8,531 | $1.98M | 0.51% | +3,000+54.2% | Added |
| Sharpepoint LLC | 8,530 | $1.98M | 1.78% | +8,530 | New |
| Biltmore Family Office, LLC | 8,527 | $1.98M | 0.33% | −550−6.1% | Reduced |
| New Insight Wealth Advisors | 8,522 | $1.98M | 0.99% | −178−2.0% | Reduced |
| Floyd Financial Group LLC | 8,768 | $1.97M | 1.62% | +8,768 | New |
| Klingman & Associates, LLC | 8,470 | $1.96M | 0.12% | +389+4.8% | Added |
| Evermay Wealth Management LLC | 8,456 | $1.96M | 0.30% | −325−3.7% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 8,453 | $1.96M | 0.73% | +106+1.3% | Added |
| OmniStar Financial Group, Inc. | 8,446 | $1.96M | 1.57% | +181+2.2% | Added |
| Carnegie Lake Advisors LLC | 8,431 | $1.96M | 0.79% | −829−9.0% | Reduced |
| WMG Financial Advisors, LLC | 8,420 | $1.95M | 0.84% | +359+4.5% | Added |
| McHugh Group, LLC | 8,401 | $1.95M | 1.45% | +8,401 | New |
| AlphaCore Capital LLC | 8,395 | $1.95M | 0.42% | −560−6.3% | Reduced |
| Berkshire Bank | 8,392 | $1.95M | 0.45% | +2,390+39.8% | Added |
| Seed Wealth Management, Inc. | 8,380 | $1.94M | 1.57% | 00.0% | Unchanged |
| JSF Financial, LLC | 8,346 | $1.93M | 0.52% | +1,325+18.9% | Added |
| SignalPoint Asset Management, LLC | 8,334 | $1.93M | 0.47% | −595−6.7% | Reduced |
| Five Oceans Advisors | 8,314 | $1.93M | 0.88% | −7−0.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 8,304 | $1.93M | 0.05% | +2,224+36.6% | Added |
| Bank Ozk | 8,302 | $1.92M | 0.80% | +59+0.7% | Added |
| Cadent Capital Advisors, LLC | 8,299 | $1.92M | 0.67% | 00.0% | Unchanged |
| Nicholson Wealth Management Group, LLC | 8,293 | $1.92M | 1.29% | +6,361+329.2% | Added |
| Legacy Edge Advisors, LLC | 8,144 | $1.92M | 0.30% | +103+1.3% | Added |
| Pure Financial Advisors, Inc. | 8,267 | $1.92M | 0.04% | −749−8.3% | Reduced |
| Total Wealth Planning & Management, Inc. | 8,251 | $1.91M | 1.88% | +8,251 | New |
| Peterson Wealth Management | 8,246 | $1.91M | 1.14% | +8,246 | New |
| J.Safra Asset Management Corp | 8,111 | $1.91M | 0.16% | +3,530+77.1% | Added |
| Financial Engines Advisors L.L.C. | 8,219 | $1.91M | 0.00% | +6,291+326.3% | Added |
| Financial Advisors Network, Inc. | 8,212 | $1.90M | 0.32% | +8,212 | New |
| Plancorp, LLC | 8,193 | $1.90M | 0.08% | +1,430+21.1% | Added |
| Baker Tilly Wealth Management, LLC | 8,188 | $1.90M | 0.74% | +201+2.5% | Added |
| D'Orazio & Associates, Inc. | 8,188 | $1.90M | 0.28% | −69−0.8% | Reduced |
| Summit X, LLC | 8,172 | $1.89M | 0.42% | +7,887+2,767.4% | Added |
| Canvas Wealth Advisors, LLC | 8,165 | $1.89M | 0.48% | +74+0.9% | Added |
| Cito Capital Group, LLC | 8,150 | $1.89M | 0.70% | 00.0% | Unchanged |
| KKM Financial LLC | 8,145 | $1.89M | 0.79% | −10−0.1% | Reduced |
| McAdam, LLC | 8,131 | $1.89M | 0.10% | +3,819+88.6% | Added |
| Jacobsen Capital Management | 8,129 | $1.88M | 0.80% | +137+1.7% | Added |
| Guerra Advisors Inc | 8,126 | $1.88M | 1.04% | +8,126 | New |
| Thompson David Blair | 8,123 | $1.88M | 1.37% | +8,123 | New |
| RIA Advisory Group LLC | 8,119 | $1.88M | 0.64% | +1,756+27.6% | Added |
| Matrix Private Capital Group LLC | 8,099 | $1.88M | 1.07% | −47−0.6% | Reduced |
| Park Place Capital Corp | 8,091 | $1.88M | 0.53% | −3,145−28.0% | Reduced |
| Wagner Wealth Management, LLC | 8,077 | $1.87M | 0.48% | +158+2.0% | Added |
| TFB Advisors LLC | 8,076 | $1.87M | 0.54% | +862+11.9% | Added |
| Grant Private Wealth Management Inc | 8,062 | $1.87M | 2.02% | +8,062 | New |
| M.E. Allison & Co., Inc. | 8,031 | $1.86M | 2.05% | +8,031 | New |
| Sara-Bay Financial | 7,904 | $1.86M | 0.69% | −124−1.5% | Reduced |
| Deseret Mutual Benefit Administrators | 8,028 | $1.86M | 0.92% | −971−10.8% | Reduced |
| Smith, Moore & Co. | 8,021 | $1.86M | 0.17% | −124−1.5% | Reduced |
| Green Harvest Asset Management LLC | 8,018 | $1.86M | 0.04% | −39−0.5% | Reduced |
| Heritage Wealth Management, Inc. | 8,013 | $1.86M | 0.62% | +81+1.0% | Added |
| Kennebec Savings Bank | 8,245 | $1.86M | 1.87% | −1,027−11.1% | Reduced |
| Sunpointe, LLC | 8,004 | $1.86M | 0.93% | +1,088+15.7% | Added |
| Magnolia Capital Management Ltd | 8,000 | $1.85M | 1.47% | 00.0% | Unchanged |
| Osher Van de Voorde Investment Management | 8,000 | $1.85M | 0.40% | 00.0% | Unchanged |
| Everest Management Corp. | 8,000 | $1.85M | 1.63% | +8,000 | New |
| Revolve Wealth Partners, LLC | 7,997 | $1.85M | 0.28% | +756+10.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 7,995 | $1.85M | 0.52% | −70−0.9% | Reduced |
| Strait & Sound Wealth Management LLC | 7,991 | $1.85M | 0.86% | +41+0.5% | Added |
| Enterprise Financial Services Corp | 7,990 | $1.85M | 1.03% | +32+0.4% | Added |
| Riverview Trust Co | 7,977 | $1.85M | 1.68% | 00.0% | Unchanged |
| Womack Financial LLC | 7,970 | $1.85M | 1.64% | +7,970 | New |