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, 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 | 4,855 | $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, 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 |
|---|---|---|---|---|---|
| BigSur Wealth Management LLC | 7,105 | $1.19M | 0.32% | +2,393+50.8% | Added |
| Capital Advisors, Ltd. LLC | 7,105 | $1.19M | 0.16% | +239+3.5% | Added |
| Elevated Capital Advisors, LLC | 7,140 | $1.20M | 0.33% | −608−7.8% | Reduced |
| Avantra Family Wealth, Inc. | 7,147 | $1.20M | 1.15% | +278+4.0% | Added |
| Valmark Advisers, Inc. | 7,154 | $1.20M | 0.02% | +18+0.3% | Added |
| Raleigh Capital Management Inc. | 7,158 | $1.20M | 0.54% | −3,217−31.0% | Reduced |
| Van Strum & Towne Inc. | 7,165 | $1.20M | 0.40% | +1,230+20.7% | Added |
| Financial & Tax Architects, LLC | 7,179 | $1.20M | 0.30% | −2,101−22.6% | Reduced |
| Insight Wealth Partners, LLC | 7,180 | $1.20M | 0.72% | −106−1.5% | Reduced |
| Asset Allocation & Management Company, LLC | 7,190 | $1.20M | 0.61% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 7,200 | $1.21M | 0.51% | +1,345+23.0% | Added |
| Strait & Sound Wealth Management LLC | 7,218 | $1.21M | 0.56% | −773−9.7% | Reduced |
| Kozak & Associates, Inc. | 6,777 | $1.21M | 0.30% | +930+15.9% | Added |
| Icapital Wealth LLC | 7,223 | $1.21M | 0.74% | +7,223 | New |
| Verum Partners LLC | 7,228 | $1.21M | 0.33% | −449−5.8% | Reduced |
| Oxford Financial Group Ltd | 7,231 | $1.21M | 0.08% | −174−2.3% | Reduced |
| Prairie Wealth Advisors, Inc. | 7,245 | $1.21M | 0.60% | −70−1.0% | Reduced |
| Mission Financial Group, LLC | 3,924 | $1.21M | 1.13% | +3,924 | New |
| Financial Management Professionals, Inc. | 7,268 | $1.22M | 0.16% | +590+8.8% | Added |
| Range Financial Group LLC | 7,300 | $1.22M | 0.54% | −48−0.7% | Reduced |
| Dogwood Wealth Management LLC | 7,312 | $1.22M | 0.64% | +343+4.9% | Added |
| Matthews International Capital Management LLC | 7,326 | $1.23M | 0.25% | −29,482−80.1% | Reduced |
| Quantum Financial Advisors, LLC | 7,327 | $1.23M | 0.18% | 00.0% | Unchanged |
| Sunpointe, LLC | 7,357 | $1.23M | 0.66% | −647−8.1% | Reduced |
| Excalibur Management Corp | 7,358 | $1.23M | 0.48% | −49−0.7% | Reduced |
| Fox Hill Wealth Management | 7,374 | $1.23M | 0.73% | −214−2.8% | Reduced |
| McAdam, LLC | 7,378 | $1.24M | 0.08% | −753−9.3% | Reduced |
| Park Edge Advisors, LLC | 7,386 | $1.24M | 0.34% | −1,444−16.4% | Reduced |
| Total Wealth Planning & Management, Inc. | 7,402 | $1.24M | 1.27% | −849−10.3% | Reduced |
| Richard W. Paul & Associates, LLC | 7,417 | $1.24M | 0.49% | −2,006−21.3% | Reduced |
| Orrstown Financial Services Inc | 7,418 | $1.24M | 0.30% | −1,146−13.4% | Reduced |
| Letson Investment Management, Inc. | 7,420 | $1.24M | 0.50% | −8,260−52.7% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 7,438 | $1.25M | 0.68% | −37−0.5% | Reduced |
| Floyd Financial Group LLC | 7,439 | $1.25M | 1.13% | −1,329−15.2% | Reduced |
| Howland Capital Management LLC | 7,450 | $1.25M | 0.06% | −492−6.2% | Reduced |
| Vista Cima Wealth Management LLC | 7,460 | $1.25M | 1.34% | −1,886−20.2% | Reduced |
| Mosaic Financial Group, LLC | 7,464 | $1.25M | 1.02% | −197−2.6% | Reduced |
| Lester Murray Antman dba SimplyRich | 7,486 | $1.25M | 0.36% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 7,500 | $1.26M | 0.68% | −16,500−68.8% | Reduced |
| Fidelity D & D Bancorp Inc | 7,510 | $1.26M | 0.83% | −100−1.3% | Reduced |
| Apeiron RIA LLC | 7,522 | $1.26M | 0.38% | −231−3.0% | Reduced |
| Fire Capital Management LLC | 7,530 | $1.26M | 0.93% | +1,104+17.2% | Added |
| Sachetta, LLC | 7,533 | $1.26M | 0.52% | +36+0.5% | Added |
| Meridian Financial Partners LLC | 7,559 | $1.27M | 0.64% | +279+3.8% | Added |
| Keystone Financial Group | 7,577 | $1.27M | 0.13% | +63+0.8% | Added |
| Advisors Preferred, LLC | 7,549 | $1.27M | 0.17% | +7,549 | New |
| Hillsdale Investment Management Inc. | 7,614 | $1.27M | 0.06% | +2,920+62.2% | Added |
| Pine Valley Investments Ltd Liability Co | 7,622 | $1.28M | 0.08% | +1,153+17.8% | Added |
| Fairtree Asset Management (Pty) Ltd | 7,635 | $1.28M | 1.03% | +4,331+131.1% | Added |
| Park Square Financial Group, LLC | 7,681 | $1.29M | 1.02% | −1,401−15.4% | Reduced |
| Seven Mile Advisory | 7,683 | $1.29M | 0.86% | −63−0.8% | Reduced |
| Proffitt & Goodson Inc | 7,684 | $1.29M | 0.21% | −46−0.6% | Reduced |
| Vista Investment Partners II, LLC | 7,712 | $1.29M | 0.71% | +5,385+231.4% | Added |
| Stratos Wealth Advisors, LLC | 7,733 | $1.29M | 0.07% | +1,289+20.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 7,734 | $1.29M | 0.55% | −261−3.3% | Reduced |
| Redwood Investment Management, LLC | 7,748 | $1.30M | 0.14% | +2,048+35.9% | Added |
| Brucke Financial, Inc. | 6,760 | $1.30M | 1.13% | +40+0.6% | Added |
| Allen Capital Group, LLC | 7,796 | $1.31M | 0.15% | +1,022+15.1% | Added |
| Accel Wealth Management | 7,797 | $1.31M | 0.47% | −2,437−23.8% | Reduced |
| TFB Advisors LLC | 7,807 | $1.31M | 0.38% | −269−3.3% | Reduced |
| AXS Investments LLC | 7,813 | $1.31M | 0.36% | −2,179−21.8% | Reduced |
| Williamson Legacy Group, LLC | 7,818 | $1.31M | 1.24% | −1,143−12.8% | Reduced |
| Bank Ozk | 7,819 | $1.31M | 0.54% | −483−5.8% | Reduced |
| Fermata Advisors, LLC | 7,830 | $1.31M | 0.24% | −1,103−12.3% | Reduced |
| Intellectus Partners, LLC | 7,860 | $1.32M | 0.32% | 00.0% | Unchanged |
| Guardian Partners Inc. | 7,450 | $1.32M | 0.14% | +1,975+36.1% | Added |
| D'Orazio & Associates, Inc. | 7,874 | $1.32M | 0.20% | −314−3.8% | Reduced |
| Outlook Wealth Advisors, LLC | 7,878 | $1.32M | 0.37% | −60−0.8% | Reduced |
| TrueMark Investments, LLC | 7,889 | $1.32M | 0.35% | −14,015−64.0% | Reduced |
| Riverview Trust Co | 7,893 | $1.32M | 1.30% | −84−1.1% | Reduced |
| Kennebec Savings Bank | 7,903 | $1.32M | 1.40% | −342−4.1% | Reduced |
| World Equity Group, Inc. | 7,904 | $1.32M | 0.38% | +1,407+21.7% | Added |
| Veracity Capital LLC | 7,907 | $1.32M | 0.52% | −2,533−24.3% | Reduced |
| Bullock Wealth Management Group | 7,886 | $1.33M | 0.74% | −1,340−14.5% | Reduced |
| Ethos Financial Group, LLC | 5,742 | $1.33M | 0.13% | +30+0.5% | Added |
| Custom Index Systems, LLC | 7,941 | $1.33M | 0.67% | +893+12.7% | Added |
| Centerpoint Advisory Group | 7,941 | $1.33M | 1.31% | +1,371+20.9% | Added |
| Sax Wealth Advisors, LLC | 7,953 | $1.33M | 0.10% | +2,365+42.3% | Added |
| Womack Financial LLC | 7,957 | $1.33M | 1.22% | −13−0.2% | Reduced |
| RiverFront Investment Group, LLC | 7,958 | $1.33M | 0.03% | +2,744+52.6% | Added |
| Argus Investors' Counsel, Inc. | 7,960 | $1.33M | 1.02% | −1,815−18.6% | Reduced |
| Dilation Capital Management LP | 7,980 | $1.34M | 1.62% | +7,980 | New |
| Greykasell Wealth Strategies, Inc. | 7,987 | $1.34M | 0.71% | +225+2.9% | Added |
| Sunbeam Capital Management, LLC | 7,987 | $1.34M | 1.27% | +25+0.3% | Added |
| Waldron Private Wealth LLC | 7,991 | $1.34M | 0.06% | −40,233−83.4% | Reduced |
| Severin Investments, LLC | 7,998 | $1.34M | 1.34% | +327+4.3% | Added |
| Osher Van de Voorde Investment Management | 8,000 | $1.34M | 0.30% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 8,002 | $1.34M | 0.80% | −97−1.2% | Reduced |
| Warren Street Wealth Advisors, LLC | 8,012 | $1.34M | 0.53% | +1,051+15.1% | Added |
| Green Harvest Asset Management LLC | 8,013 | $1.34M | 0.03% | −5−0.1% | Reduced |
| BlackDiamond Wealth Management Inc. | 6,457 | $1.34M | 0.91% | +1,178+22.3% | Added |
| Commonwealth Financial Services, LLC | 8,037 | $1.35M | 0.28% | +305+3.9% | Added |
| BNC Wealth Management, LLC | 8,040 | $1.35M | 0.49% | +8,040 | New |
| Sara-Bay Financial | 7,966 | $1.35M | 0.59% | +62+0.8% | Added |
| 49 Wealth Management, LLC | 8,061 | $1.35M | 0.16% | +287+3.7% | Added |
| Enterprise Financial Services Corp | 8,066 | $1.35M | 0.80% | +76+1.0% | Added |
| Machina Capital S.A.S. | 8,066 | $1.35M | 0.40% | +387+5.0% | Added |
| WMG Financial Advisors, LLC | 8,121 | $1.36M | 0.58% | −299−3.6% | Reduced |
| Cadent Capital Advisors, LLC | 8,124 | $1.36M | 0.52% | −175−2.1% | Reduced |
| Midland Wealth Advisors LLC | 8,132 | $1.36M | 0.08% | −482−5.6% | Reduced |