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; 4,854 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
- 3,919
- +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
- 1,514 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 | 4,854 | $1.40T |
| Q1 2026 | 4,707 | $1.12T |
| Q4 2025 | 4,730 | $1.27T |
| Q3 2025 | 4,296 | $1.17T |
| Q2 2025 | 4,091 | $996.4B |
| Q1 2025 | 3,826 | $597.5B |
| Q4 2024 | 3,919 | $828.2B |
| Q3 2024 | 3,418 | $605.9B |
| Q2 2024 | 3,280 | $561.2B |
| Q1 2024 | 3,071 | $469.0B |
| Q4 2023 | 2,879 | $398.6B |
| Q3 2023 | 2,466 | $277.0B |
| Q2 2023 | 2,394 | $287.4B |
| Q1 2023 | 2,209 | $214.8B |
| Q4 2022 | 2,146 | $189.1B |
| Q3 2022 | 2,013 | $148.9B |
| Q2 2022 | 2,002 | $158.2B |
| Q1 2022 | 2,058 | $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 |
|---|---|---|---|---|---|
| Crestwood Advisors Group LLC | 180,542 | $41.9M | 0.78% | +14,542+8.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 179,442 | $41.6M | 1.19% | −60,857−25.3% | Reduced |
| Ledyard National Bank | 177,990 | $41.3M | 3.88% | −10,686−5.7% | Reduced |
| Oak Associates, Ltd | 177,840 | $41.2M | 2.84% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 177,555 | $41.2M | 1.41% | −50,120−22.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 176,637 | $41.0M | 3.49% | −2,777−1.5% | Reduced |
| Godsey & Gibb Associates | 175,577 | $40.7M | 4.06% | −5,095−2.8% | Reduced |
| Edgemoor Investment Advisors, Inc. | 175,441 | $40.7M | 3.58% | −4,939−2.7% | Reduced |
| O'Neil Global Advisors, Inc. | 173,947 | $40.3M | 11.78% | +139,398+403.5% | Added |
| Edmond de Rothschild Holding S.A. | 173,557 | $40.2M | 0.69% | −1,349−0.8% | Reduced |
| Lockheed Martin Investment Management Co | 173,340 | $40.2M | 1.60% | +60,284+53.3% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 170,275 | $40.1M | 1.27% | +67,409+65.5% | Added |
| ARS Wealth Advisors Group, LLC | 171,650 | $39.8M | 5.47% | −6,517−3.7% | Reduced |
| Shell Asset Management Co | 170,898 | $39.6M | 1.73% | +11,124+7.0% | Added |
| Janney Capital Management LLC | 170,322 | $39.5M | 2.61% | −9,900−5.5% | Reduced |
| Ibex Wealth Advisors | 170,177 | $39.5M | 4.65% | +170,177 | New |
| Alerus Financial NA | 169,676 | $39.3M | 3.01% | −7,067−4.0% | Reduced |
| Snowden Capital Advisors LLC | 169,477 | $39.3M | 1.22% | −19,461−10.3% | Reduced |
| Cypress Funds LLC | 169,111 | $39.2M | 5.27% | −92,502−35.4% | Reduced |
| Gradient Investments LLC | 168,911 | $39.2M | 0.79% | +8,954+5.6% | Added |
| ARS Investment Partners, LLC | 168,703 | $39.1M | 3.52% | −20,071−10.6% | Reduced |
| Cornerstone Advisors, LLC | 168,100 | $39.0M | 1.55% | −8,100−4.6% | Reduced |
| Carmel Capital Management L.L.C. | 167,575 | $38.9M | 14.68% | −5,505−3.2% | Reduced |
| Cumberland Partners Ltd | 166,430 | $38.6M | 2.69% | +66,872+67.2% | Added |
| Calamos Wealth Management LLC | 164,864 | $38.2M | 1.92% | +14,089+9.3% | Added |
| PGGM Investments | 164,819 | $38.2M | 0.51% | +57,101+53.0% | Added |
| First Citizens Bank & Trust Co | 164,651 | $38.2M | 0.70% | +2,126+1.3% | Added |
| Linscomb & Williams, Inc. | 163,694 | $38.0M | 1.89% | −2,853−1.7% | Reduced |
| Appleton Partners Inc | 162,323 | $37.6M | 2.78% | −10,337−6.0% | Reduced |
| Smith Group Asset Management, LLC | 161,187 | $37.4M | 2.75% | +534+0.3% | Added |
| Steel Peak Wealth Management LLC | 160,676 | $37.3M | 1.55% | −26,154−14.0% | Reduced |
| Franklin Street Advisors Inc | 160,264 | $37.2M | 2.47% | +911+0.6% | Added |
| Novare Capital Management LLC | 160,000 | $37.1M | 3.12% | +512+0.3% | Added |
| Copeland Capital Management, LLC | 159,678 | $37.0M | 0.69% | −42,337−21.0% | Reduced |
| Atlantic Union Bankshares Corp | 159,066 | $36.9M | 2.15% | −1,640−1.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 158,789 | $36.8M | 0.08% | −338−0.2% | Reduced |
| TruWealth Advisors, LLC | 157,447 | $36.5M | 2.20% | −16,863−9.7% | Reduced |
| LMR Partners LLP | 157,602 | $36.5M | 0.64% | −291,955−64.9% | Reduced |
| Stonegate Investment Group, LLC | 157,469 | $36.5M | 0.97% | −1,921−1.2% | Reduced |
| Generate Investment Management Ltd | 157,435 | $36.5M | 2.55% | −32,290−17.0% | Reduced |
| ADAPT Investment Managers SA | 148,970 | $36.0M | 16.69% | +148,970 | New |
| Crawford Investment Counsel Inc | 154,845 | $35.9M | 0.65% | +1,572+1.0% | Added |
| Pensionmark Financial Group, LLC | 153,623 | $35.6M | 0.98% | +22,123+16.8% | Added |
| Catalyst Funds Management Pty Ltd | 153,300 | $35.5M | 8.78% | +153,244+273,650.0% | Added |
| Sienna Gestion | 153,255 | $35.5M | 2.40% | 00.0% | Unchanged |
| Univest Financial Corp | 153,101 | $35.5M | 2.24% | +7,712+5.3% | Added |
| FourThought Financial Partners, LLC | 152,944 | $35.5M | 3.68% | −189−0.1% | Reduced |
| Motco | 152,886 | $35.4M | 3.64% | −7,775−4.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 152,414 | $35.3M | 0.51% | +127,044+500.8% | Added |
| Tocqueville Asset Management L.P. | 152,366 | $35.3M | 0.55% | +3,592+2.4% | Added |
| Atria Wealth Solutions, Inc. | 152,217 | $35.3M | 0.39% | −18,990−11.1% | Reduced |
| Philadelphia Trust Co | 151,404 | $35.1M | 2.57% | −21,248−12.3% | Reduced |
| Bradley Foster & Sargent Inc | 151,198 | $35.1M | 0.59% | −16,888−10.0% | Reduced |
| Middleton & Co Inc | 151,061 | $35.0M | 3.87% | −764−0.5% | Reduced |
| Perigon Wealth Management, LLC | 152,491 | $35.0M | 0.86% | +47,642+45.4% | Added |
| Edge Capital Group, LLC | 150,629 | $34.9M | 1.56% | −1,843−1.2% | Reduced |
| Jump Financial, LLC | 150,506 | $34.9M | 0.73% | +111,398+284.8% | Added |
| Park Avenue Securities LLC | 150,308 | $34.8M | 0.36% | +19,582+15.0% | Added |
| Sawgrass Asset Management LLC | 148,981 | $34.5M | 3.79% | −31,905−17.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 148,296 | $34.4M | 0.76% | +766+0.5% | Added |
| Eagle Rock Investment Company, LLC | 147,604 | $34.2M | 5.69% | −19,089−11.5% | Reduced |
| Covington Investment Advisors Inc. | 146,897 | $34.1M | 5.11% | −600−0.4% | Reduced |
| Bragg Financial Advisors, Inc | 146,821 | $34.0M | 1.38% | −7,739−5.0% | Reduced |
| China Universal Asset Management Co., Ltd. | 145,594 | $33.8M | 3.16% | −5,776−3.8% | Reduced |
| Palisade Capital Management LLC | 145,151 | $33.7M | 0.90% | −11,468−7.3% | Reduced |
| Sumitomo Life Insurance Co | 144,851 | $33.6M | 0.63% | +33,468+30.0% | Added |
| Concurrent Investment Advisors, LLC | 144,304 | $33.5M | 0.91% | +27,944+24.0% | Added |
| Princeton Global Asset Management LLC | 144,287 | $33.5M | 6.26% | −16,961−10.5% | Reduced |
| Moore Capital Management, LP | 144,090 | $33.4M | 0.63% | −43,304−23.1% | Reduced |
| APG Asset Management US Inc. | 143,835 | $33.3M | 0.25% | +1,126+0.8% | Added |
| Bleakley Financial Group, LLC | 143,438 | $33.3M | 1.00% | +3,564+2.5% | Added |
| Tower Bridge Advisors | 142,803 | $33.1M | 3.53% | −1,879−1.3% | Reduced |
| Bridgeway Capital Management, LLC | 142,766 | $33.1M | 0.74% | −29,982−17.4% | Reduced |
| Rheos Capital Works Inc. | 142,000 | $32.9M | 1.82% | +70,000+97.2% | Added |
| Freestone Capital Holdings, LLC | 141,952 | $32.9M | 1.14% | −1,612−1.1% | Reduced |
| Welch & Forbes LLC | 141,473 | $32.8M | 0.42% | +27,933+24.6% | Added |
| Empirical Finance, LLC | 141,340 | $32.8M | 1.90% | −1,452−1.0% | Reduced |
| HB Wealth Management, LLC | 141,235 | $32.8M | 0.34% | +17,903+14.5% | Added |
| Moors & Cabot, Inc. | 141,152 | $32.7M | 1.56% | −12,156−7.9% | Reduced |
| RSM US Wealth Management LLC | 139,168 | $32.7M | 0.47% | −8,775−5.9% | Reduced |
| Johnson Investment Counsel Inc | 140,100 | $32.5M | 0.32% | +3,317+2.4% | Added |
| Traynor Capital Management, Inc. | 140,084 | $32.5M | 2.52% | +6,893+5.2% | Added |
| Cardinal Capital Management, Inc. | 139,335 | $32.3M | 1.10% | −4,230−2.9% | Reduced |
| Peapack Gladstone Financial Corp | 138,706 | $32.2M | 0.47% | −3,228−2.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 138,319 | $32.1M | 1.22% | −69,890−33.6% | Reduced |
| CCM Investment Advisers LLC | 137,905 | $32.0M | 3.53% | −9,165−6.2% | Reduced |
| Pallas Capital Advisors LLC | 137,339 | $31.8M | 1.36% | −2,478−1.8% | Reduced |
| Arnhold LLC | 136,939 | $31.7M | 3.13% | −37,471−21.5% | Reduced |
| Perfromance Wealth Partners, LLC | 136,929 | $31.7M | 1.02% | −4,649−3.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 136,802 | $31.7M | 2.14% | −750−0.5% | Reduced |
| Venturi Wealth Management, LLC | 136,658 | $31.7M | 1.56% | +15,309+12.6% | Added |
| Richard C. Young & CO., LTD. | 136,493 | $31.6M | 3.45% | +103+0.1% | Added |
| Integrated Wealth Concepts LLC | 136,136 | $31.6M | 0.37% | +18,475+15.7% | Added |
| Davidson Investment Advisors | 136,086 | $31.6M | 1.53% | +36,857+37.1% | Added |
| Meridiem Capital Partners LP | 135,888 | $31.5M | 2.96% | +135,888 | New |
| Daymark Wealth Partners, LLC | 135,385 | $31.4M | 1.33% | −12,274−8.3% | Reduced |
| River & Mercantile Asset Management LLP | 133,066 | $30.8M | 5.99% | +7,069+5.6% | Added |
| Tudor Investment Corp Et Al | 132,508 | $30.7M | 0.33% | +96,588+268.9% | Added |
| Jefferies Financial Group Inc. | 132,015 | $30.6M | 0.34% | +122,379+1,270.0% | Added |
| Woodmont Investment Counsel LLC | 131,885 | $30.6M | 2.26% | −4,482−3.3% | Reduced |