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
- 3,825
- −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
- 1,540 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 |
|---|---|---|---|---|---|
| PKS Advisory Services, LLC | 3,985 | $667.3K | 0.18% | −688−14.7% | Reduced |
| Compass Capital Corp | 4,074 | $669.3K | 0.35% | +1,672+69.6% | Added |
| Lattice Capital Management, LLC | 4,000 | $669.7K | 0.70% | 00.0% | Unchanged |
| Corient IA LLC | 4,000 | $669.7K | 0.48% | +4,000 | New |
| Intergy Private Wealth, LLC | 4,004 | $670.4K | 0.25% | +73+1.9% | Added |
| Hall Capital Management Co Inc | 4,010 | $671.4K | 0.31% | +50+1.3% | Added |
| Trust Co of the South | 4,016 | $672.4K | 0.14% | +136+3.5% | Added |
| Catalyst Private Wealth, LLC | 4,017 | $672.6K | 0.33% | +5+0.1% | Added |
| City Holding Co | 4,023 | $673.5K | 0.09% | +1,355+50.8% | Added |
| Clarity Wealth Advisors, LLC | 4,027 | $674.2K | 0.19% | −10−0.2% | Reduced |
| Affinity Wealth Management LLC | 4,029 | $674.6K | 0.13% | −28−0.7% | Reduced |
| Smith Chas P & Associates Pa Cpas | 4,030 | $674.7K | 0.04% | −31−0.8% | Reduced |
| Sentinus, LLC | 4,040 | $676.5K | 0.19% | +479+13.5% | Added |
| Juncture Wealth Strategies, LLC | 4,058 | $679.5K | 0.26% | +283+7.5% | Added |
| Northcape Wealth Management, LLC | 4,064 | $680.5K | 0.22% | −190−4.5% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 4,066 | $680.8K | 0.47% | −395−8.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,067 | $680.9K | 0.17% | +60+1.5% | Added |
| Wealthstream Advisors, Inc. | 4,067 | $681.0K | 0.13% | −594−12.7% | Reduced |
| Fortitude Family Office, LLC | 4,070 | $681.4K | 0.24% | −80−1.9% | Reduced |
| K2 Principal Fund, L.P. | 4,072 | $681.8K | 0.10% | −1,228−23.2% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 4,085 | $684.0K | 0.63% | −3,555−46.5% | Reduced |
| Teza Capital Management LLC | 4,091 | $685.0K | 0.31% | +4,091 | New |
| Horan Securities, Inc. | 4,092 | $685.1K | 0.26% | −886−17.8% | Reduced |
| Indie Asset Partners, LLC | 4,108 | $687.8K | 0.60% | −1,242−23.2% | Reduced |
| Bedel Financial Consulting, Inc. | 3,438 | $687.9K | 0.10% | +184+5.7% | Added |
| Coordinated Financial Services, Inc. | 4,109 | $688.0K | 0.53% | +4,109 | New |
| Fairview Capital Investment Management, LLC | 4,110 | $688.1K | 0.04% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 4,089 | $688.4K | 0.31% | +45+1.1% | Added |
| Bellecapital International Ltd. | 4,115 | $689.0K | 0.14% | +928+29.1% | Added |
| Legacy Capital Group California, Inc. | 4,119 | $689.6K | 0.24% | +142+3.6% | Added |
| Beacon Financial Advisory LLC | 4,142 | $693.4K | 0.21% | +584+16.4% | Added |
| Invst, LLC | 4,145 | $693.9K | 0.09% | +1,054+34.1% | Added |
| Old North State Trust, LLC | 2,993 | $694.0K | 0.44% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 4,147 | $694.3K | 0.01% | +890+27.3% | Added |
| Net Worth Advisory Group | 4,155 | $695.7K | 0.22% | −426−9.3% | Reduced |
| RW Investment Management LLC | 4,171 | $698.4K | 0.09% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 4,180 | $699.9K | 0.14% | +907+27.7% | Added |
| PFC Capital Group, Inc. | 4,189 | $701.0K | 0.35% | +34+0.8% | Added |
| Acorns Advisers, LLC | 4,184 | $701.0K | 0.01% | +818+24.3% | Added |
| Talisman Wealth Advisors LLC | 4,190 | $701.5K | 0.72% | −677−13.9% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 4,205 | $704.0K | 0.33% | +4,205 | New |
| Private Client Services, LLC | 4,209 | $704.6K | 0.35% | +940+28.8% | Added |
| Cottage Street Advisors LLC | 4,211 | $705.0K | 0.35% | +6+0.1% | Added |
| Scholtz & Company, LLC | 4,216 | $705.9K | 0.35% | +4,216 | New |
| Private Wealth Partners, LLC | 4,219 | $706.3K | 0.06% | −6,751−61.5% | Reduced |
| McDaniel Terry & Co | 4,222 | $707.0K | 0.06% | +2,642+167.2% | Added |
| Laidlaw Wealth Management LLC | 4,226 | $707.6K | 2.11% | −1,388−24.7% | Reduced |
| Financial Sense Advisors, Inc. | 4,242 | $710.2K | 0.20% | +1,242+41.4% | Added |
| Caitlin John, LLC | 4,248 | $711.2K | 0.70% | −7,739−64.6% | Reduced |
| Hofer & Associates. Inc | 4,263 | $713.8K | 0.48% | +20.0% | Added |
| Vicus Capital | 4,284 | $717.3K | 0.07% | +586+15.8% | Added |
| Oder Investment Management, LLC | 4,287 | $717.8K | 0.61% | −217−4.8% | Reduced |
| Napatree Capital LLC | 4,289 | $718.1K | 0.40% | +681+18.9% | Added |
| Jackson Thornton Asset Management, LLC | 4,204 | $718.8K | 0.10% | +63+1.5% | Added |
| Connective Portfolio Management, LLC | 4,295 | $719.1K | 2.43% | −6,625−60.7% | Reduced |
| RKL Wealth Management LLC | 4,301 | $720.2K | 0.07% | +234+5.8% | Added |
| Green Square Capital Advisors LLC | 4,302 | $720.2K | 0.11% | −414−8.8% | Reduced |
| Congress Park Capital LLC | 4,305 | $720.8K | 0.27% | −15−0.3% | Reduced |
| Vista Wealth Management Group, LLC | 4,317 | $722.8K | 0.05% | +1,253+40.9% | Added |
| South Plains Financial, Inc. | 4,326 | $724.3K | 0.56% | +705+19.5% | Added |
| Bridgefront Capital, LLC | 4,327 | $724.5K | 0.21% | +4,327 | New |
| Good Steward Wealth Advisors,LLC | 4,328 | $724.6K | 0.66% | +4,328 | New |
| Aigen Investment Management, LP | 4,334 | $725.6K | 0.12% | +4,334 | New |
| Q3 Asset Management | 4,341 | $726.0K | 0.50% | +4,341 | New |
| Live Oak Investment Partners | 4,343 | $727.1K | 0.57% | – | – |
| Smart Money Group LLC | 4,352 | $728.7K | 0.25% | +26+0.6% | Added |
| Motive Wealth Advisors | 4,354 | $729.0K | 0.39% | −246−5.3% | Reduced |
| J. L. Bainbridge & Co., Inc. | 4,356 | $729.3K | 0.07% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 4,083 | $730.6K | 0.28% | −84−2.0% | Reduced |
| My Legacy Advisors, LLC | 4,384 | $734.0K | 0.28% | +48+1.1% | Added |
| Wellspring Financial Advisors, LLC | 4,393 | $735.5K | 0.08% | +187+4.4% | Added |
| OmniStar Financial Group, Inc. | 4,389 | $737.4K | 0.58% | −4,057−48.0% | Reduced |
| Autumn Glory Partners, LLC | 4,405 | $737.5K | 0.37% | −490−10.0% | Reduced |
| Greenfield Savings Bank | 4,408 | $738.0K | 0.36% | +1,005+29.5% | Added |
| Keudell/Morrison Wealth Management | 4,414 | $739.0K | 0.17% | −255−5.5% | Reduced |
| Whelan Financial | 4,424 | $740.7K | 0.29% | −169−3.7% | Reduced |
| Gill Capital Partners, LLC | 4,426 | $741.0K | 0.26% | +258+6.2% | Added |
| Red Wave Investments LLC | 4,434 | $742.4K | 0.27% | −9−0.2% | Reduced |
| Waterway Wealth Management, LLC | 4,449 | $744.9K | 0.31% | +1,300+41.3% | Added |
| Aries Wealth Management | 4,460 | $746.7K | 0.20% | −40−0.9% | Reduced |
| Atlas Capital Advisors LLC | 4,462 | $747.1K | 0.09% | −318−6.7% | Reduced |
| Omnia Family Wealth, LLC | 4,468 | $748.1K | 0.31% | +1,857+71.1% | Added |
| Morton Capital Management LLC | 4,469 | $748.2K | 0.14% | +290+6.9% | Added |
| Leigh Baldwin & Co., LLC | 4,472 | $748.8K | 0.60% | −1,049−19.0% | Reduced |
| Woodward Diversified Capital, LLC | 4,475 | $749.2K | 0.53% | +260+6.2% | Added |
| Beacon Capital Management, LLC | 4,475 | $749.3K | 0.10% | +218+5.1% | Added |
| Aspire Growth Partners LLC | 3,879 | $750.2K | 0.67% | +393+11.3% | Added |
| Board of the Pension Protection Fund | 4,500 | $753.4K | 0.86% | +1,200+36.4% | Added |
| D.B. Root & Company, LLC | 4,501 | $753.6K | 0.24% | −1,024−18.5% | Reduced |
| Smith Shellnut Wilson LLC | 4,512 | $755.4K | 0.35% | −73−1.6% | Reduced |
| Strategies Wealth Advisors, LLC | 4,541 | $760.3K | 0.09% | +2,724+149.9% | Added |
| Gordian Capital Singapore Pte Ltd | 4,509 | $760.7K | 0.47% | +4,354+2,809.0% | Added |
| Full Sail Capital, LLC | 4,557 | $763.0K | 0.05% | +1,378+43.3% | Added |
| Facet Wealth, Inc. | 3,803 | $763.3K | 0.02% | +224+6.3% | Added |
| Bordeaux Wealth Advisors LLC | 4,559 | $763.3K | 0.14% | −365−7.4% | Reduced |
| Security Financial Services, INC. | 4,562 | $763.8K | 0.15% | −10−0.2% | Reduced |
| Voya Financial Advisors, Inc. | 4,530 | $766.1K | 0.08% | −138−3.0% | Reduced |
| Samalin Investment Counsel, LLC | 4,593 | $769.1K | 0.31% | −390−7.8% | Reduced |
| waypoint wealth counsel | 4,596 | $769.5K | 0.48% | +680+17.4% | Added |
| Charter Oak Capital Management, LLC | 4,605 | $771.1K | 0.07% | +234+5.4% | Added |