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, Q1 2025
Institutional positions in Broadcom Inc. as of Mar 31, 2025. 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
- 3,826
- −21 vs. Q4 2024
- Shares held
- 3.57B
- +55.2M (+1.6%) vs. Q4 2024
- Total value
- $597.5B
- −$217.5B (−26.7%) vs. Q4 2024
- New holders
- 252
- 1,774 more added
- Sold out
- 273
- 1,541 more reduced
72 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Broadcom Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DecisionMap Wealth Management, LLC | 3,376 | $565.2K | 0.43% | −440−11.5% | Reduced |
| Mairs & Power Inc | 3,380 | $565.9K | 0.01% | +130+4.0% | Added |
| Dean Investment Associates, LLC | 3,410 | $570.9K | 0.08% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 3,400 | $575.0K | 0.10% | 00.0% | Unchanged |
| Headinvest, LLC | 3,436 | $575.3K | 0.11% | +14+0.4% | Added |
| IVC Wealth Advisors LLC | 3,452 | $578.0K | 0.31% | +856+33.0% | Added |
| Investment Partners Asset Management, Inc. | 3,453 | $578.1K | 0.45% | −107−3.0% | Reduced |
| Idaho Trust Bank | 3,457 | $578.8K | 0.24% | +3,457 | New |
| TRUE Private Wealth Advisors | 3,465 | $580.2K | 0.07% | +2,298+196.9% | Added |
| MeadowBrook Investment Advisors LLC | 3,485 | $583.5K | 0.54% | +195+5.9% | Added |
| Principle Wealth Partners LLC | 3,485 | $583.6K | 0.04% | +544+18.5% | Added |
| Selway Asset Management | 3,500 | $586.0K | 0.24% | −1,050−23.1% | Reduced |
| Harbor Advisors LLC | 3,500 | $586.0K | 0.10% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 3,502 | $586.4K | 0.07% | −333−8.7% | Reduced |
| Challenger Wealth Management | 3,504 | $586.6K | 0.46% | +45+1.3% | Added |
| Bernardo Wealth Planning LLC | 3,518 | $589.0K | 0.14% | +1,196+51.5% | Added |
| Trivant Custom Portfolio Group, LLC | 3,520 | $589.4K | 0.34% | 00.0% | Unchanged |
| Archetype Wealth Partners | 3,523 | $590.0K | 0.09% | +59+1.7% | Added |
| Keystone Wealth Services, LLC | 3,543 | $593.2K | 0.16% | +461+15.0% | Added |
| Transce3nd, LLC | 3,545 | $593.4K | 0.27% | −1,661−31.9% | Reduced |
| LeConte Wealth Management, LLC | 3,547 | $593.9K | 0.38% | +3,547 | New |
| Ullmann Financial Group, Inc. | 3,552 | $594.7K | 0.08% | +35+1.0% | Added |
| Summitry LLC | 3,553 | $594.9K | 0.03% | +152+4.5% | Added |
| CV Advisors LLC | 3,854 | $596.7K | 0.21% | +3,854 | New |
| Missouri Trust & Investment Co | 3,567 | $597.2K | 0.21% | −63−1.7% | Reduced |
| Abacus Planning Group, Inc. | 3,588 | $600.7K | 0.11% | +959+36.5% | Added |
| Wayfinding Financial, LLC | 3,605 | $603.0K | 0.26% | +56+1.6% | Added |
| Capital Planning LLC | 3,605 | $603.6K | 0.17% | −573−13.7% | Reduced |
| Opus Capital Group, LLC | 3,606 | $604.0K | 0.08% | −1,652−31.4% | Reduced |
| One + One Wealth Management, LLC | 3,608 | $604.1K | 0.33% | −614−14.5% | Reduced |
| Transcendent Capital Group LLC | 3,608 | $604.1K | 0.34% | −310−7.9% | Reduced |
| Apella Capital, LLC | 3,264 | $604.3K | 0.02% | +308+10.4% | Added |
| Maia Wealth LLC | 3,389 | $604.5K | 0.14% | +190+5.9% | Added |
| Caldwell Investment Management Ltd. | 3,600 | $605.1K | 0.45% | −6,900−65.7% | Reduced |
| Ellevest, Inc. | 3,615 | $605.3K | 0.04% | +298+9.0% | Added |
| LRT Capital Management, LLC | 3,618 | $605.8K | 0.41% | −950−20.8% | Reduced |
| BWM Planning, LLC | 3,631 | $607.9K | 0.26% | +18+0.5% | Added |
| Code Waechter LLC | 3,630 | $608.0K | 0.50% | −1,529−29.6% | Reduced |
| TigerOak Management, L.L.C. | 3,633 | $608.3K | 0.23% | +235+6.9% | Added |
| DHJJ Financial Advisors, Ltd. | 3,651 | $611.3K | 0.25% | −65−1.7% | Reduced |
| Finer Wealth Management, Inc. | 3,653 | $611.6K | 0.37% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 3,659 | $612.7K | 0.11% | +90+2.5% | Added |
| Oak Hill Wealth Advisors, LLC | 3,660 | $612.8K | 0.14% | 00.0% | Unchanged |
| Cannon Advisors, Inc. | 3,664 | $613.5K | 0.56% | +82+2.3% | Added |
| Douglas Lane & Associates, LLC | 3,665 | $613.7K | 0.01% | −605−14.2% | Reduced |
| CFM Wealth Partners LLC | 3,668 | $614.2K | 0.11% | +3,668 | New |
| Defined Financial Planning LLC | 3,651 | $615.3K | 0.62% | +991+37.3% | Added |
| MV Capital Management, Inc. | 3,682 | $616.5K | 0.07% | +672+22.3% | Added |
| Thrive Capital Management, LLC | 3,685 | $617.1K | 0.37% | −5,583−60.2% | Reduced |
| Register Financial Advisors LLC | 3,688 | $617.4K | 0.32% | −5−0.1% | Reduced |
| MIG Capital, LLC | 3,690 | $617.8K | 0.08% | +2,154+140.2% | Added |
| Gilman Hill Asset Management, LLC | 3,700 | $619.5K | 0.11% | −285−7.2% | Reduced |
| Spirit of America Management Corp | 3,700 | $619.5K | 0.13% | +100+2.8% | Added |
| WD Rutherford LLC | 3,468 | $620.6K | 0.33% | +3,468 | New |
| Warwick Investment Management, Inc. | 3,717 | $622.3K | 0.13% | +543+17.1% | Added |
| Allium Financial Advisors, LLC | 3,734 | $625.2K | 0.57% | +3,734 | New |
| Hemington Wealth Management | 3,742 | $626.0K | 0.10% | +167+4.7% | Added |
| SkyView Investment Advisors, LLC | 3,741 | $626.0K | 0.09% | +340+10.0% | Added |
| Kohmann Bosshard Financial Services, LLC | 3,748 | $627.5K | 0.07% | +14+0.4% | Added |
| Paragon Capital Management Ltd | 3,754 | $628.6K | 0.13% | +3,754 | New |
| Consolidated Portfolio Review Corp | 3,761 | $629.7K | 0.10% | +206+5.8% | Added |
| Drucker Wealth 3.0, LLC | 3,763 | $630.1K | 0.14% | +1,400+59.2% | Added |
| Firethorn Wealth Partners, LLC | 3,764 | $630.1K | 0.30% | +1,023+37.3% | Added |
| Tejara Capital Ltd | 3,769 | $631.0K | 0.31% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 3,782 | $633.2K | 0.04% | +159+4.4% | Added |
| First Western Trust Bank | 3,784 | $633.6K | 0.03% | +494+15.0% | Added |
| Callahan Advisors, LLC | 3,790 | $634.5K | 0.06% | −637−14.4% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 3,800 | $636.2K | 0.32% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 3,765 | $636.7K | 0.67% | −11−0.3% | Reduced |
| Clark Wealth Partners | 3,808 | $637.6K | 0.47% | +898+30.9% | Added |
| Wetzel Investment Advisors, Inc. | 3,820 | $639.5K | 0.32% | −86−2.2% | Reduced |
| LJI Wealth Management, LLC | 3,827 | $640.7K | 0.13% | −99−2.5% | Reduced |
| Aurora Private Wealth, Inc. | 3,827 | $641.0K | 0.51% | +30+0.8% | Added |
| Retirement Planning Group | 3,838 | $642.6K | 0.03% | +1,598+71.3% | Added |
| Flynn Zito Capital Management, LLC | 3,852 | $644.9K | 0.30% | +151+4.1% | Added |
| WoodTrust Financial Corp | 3,855 | $645.0K | 0.09% | +2,049+113.5% | Added |
| Cherrydale Wealth Management, LLC | 3,854 | $645.2K | 0.26% | −310−7.4% | Reduced |
| WJ Wealth Management, LLC | 3,858 | $645.9K | 0.23% | +98+2.6% | Added |
| Guidance Point Advisors, LLC | 3,863 | $646.8K | 0.18% | +8+0.2% | Added |
| Truepoint, Inc. | 3,865 | $647.1K | 0.02% | −373−8.8% | Reduced |
| Meridian Wealth Partners, LLC | 3,866 | $647.3K | 0.10% | +12+0.3% | Added |
| Key Client Fiduciary Advisors, LLC | 3,867 | $647.4K | 0.30% | −80−2.0% | Reduced |
| Martingale Asset Management L P | 3,876 | $649.0K | 0.02% | +48+1.3% | Added |
| Elgethun Capital Management | 3,880 | $649.7K | 0.15% | −100−2.5% | Reduced |
| Kavar Capital Partners Group, LLC | 3,886 | $650.6K | 0.11% | +26+0.7% | Added |
| Heritage Wealth Partners, LLC | 3,899 | $652.9K | 1.00% | −2,843−42.2% | Reduced |
| Palo Alto Wealth Advisors, LLC | 2,813 | $653.9K | 0.26% | +133+5.0% | Added |
| Walkner Condon Financial Advisors LLC | 3,906 | $654.0K | 0.13% | +335+9.4% | Added |
| Up Strategic Wealth Investment Advisors LLC | 3,906 | $654.0K | 0.58% | +751+23.8% | Added |
| Lion Street Advisors, LLC | 3,907 | $654.2K | 0.21% | −201−4.9% | Reduced |
| Telos Capital Management, Inc. | 3,935 | $658.8K | 0.07% | −106−2.6% | Reduced |
| Curated Wealth Partners LLC | 3,940 | $659.7K | 0.09% | +1,766+81.2% | Added |
| Hamilton Wealth, LLC | 3,961 | $663.2K | 0.16% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 3,962 | $663.4K | 0.41% | +1,127+39.8% | Added |
| Gilbert & Cook, Inc. | 3,964 | $663.7K | 0.10% | −350−8.1% | Reduced |
| Modus Advisors, LLC | 3,966 | $664.0K | 0.22% | +522+15.2% | Added |
| United Advisor Group, LLC | 3,971 | $664.9K | 0.14% | −2,201−35.7% | Reduced |
| Scientech Research LLC | 3,972 | $665.0K | 0.18% | −5,116−56.3% | Reduced |
| Tyche Wealth Partners LLC | 3,973 | $665.2K | 0.14% | +445+12.6% | Added |
| Lee Danner & Bass Inc | 3,984 | $667.0K | 0.05% | 00.0% | Unchanged |