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; 4,853 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 | 4,853 | $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 |
|---|---|---|---|---|---|
| Graybill Bartz & Assoc Ltd | 270 | $45.2K | 0.02% | +270 | New |
| Beutel, Goodman & Co Ltd. | 275 | $46.0K | 0.00% | +275 | New |
| Grayhawk Investment Strategies Inc. | 280 | $46.9K | 0.11% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 283 | $47.4K | 0.04% | +283 | New |
| Fairway Wealth LLC | 294 | $49.2K | 0.02% | +294 | New |
| Trust Co | 300 | $50.2K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 300 | $50.3K | 0.04% | +100+50.0% | Added |
| Fourth Dimension Wealth, LLC | 300 | $50.3K | 0.02% | −200−40.0% | Reduced |
| CKW Financial Group | 300 | $51.0K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 305 | $51.1K | 0.03% | −200−39.6% | Reduced |
| Delta Asset Management LLC | 320 | $53.6K | 0.01% | +100+45.5% | Added |
| JDM Financial Group LLC | 328 | $54.9K | 0.03% | +198+152.3% | Added |
| Financial Network Wealth Advisors LLC | 329 | $55.1K | 0.07% | +107+48.2% | Added |
| Financial Freedom, LLC | 330 | $55.2K | 0.03% | −181−35.4% | Reduced |
| Collier Financial | 333 | $55.7K | 0.05% | −53−13.7% | Reduced |
| Gen-Wealth Partners Inc | 340 | $56.9K | 0.02% | −21−5.8% | Reduced |
| Highline Wealth Partners LLC | 341 | $57.2K | 0.02% | +71+26.3% | Added |
| West Financial Advisors, LLC | 345 | $57.8K | 0.01% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 348 | $58.3K | 0.04% | +116+50.0% | Added |
| Pflug Koory, LLC | 350 | $58.6K | 0.03% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 356 | $59.0K | 0.04% | +356 | New |
| Cranbrook Wealth Management, LLC | 355 | $59.4K | 0.01% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 370 | $61.9K | 0.03% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 370 | $61.9K | 0.00% | +325+722.2% | Added |
| Halbert Hargrove Global Advisors, LLC | 377 | $63.0K | 0.00% | +69+22.4% | Added |
| Atlantic Private Wealth, LLC | 400 | $67.0K | 0.05% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 404 | $67.6K | 0.05% | +404 | New |
| Iron Horse Wealth Management, LLC | 427 | $71.5K | 0.02% | +144+50.9% | Added |
| Capital A Wealth Management, LLC | 429 | $71.8K | 0.08% | +238+124.6% | Added |
| Pineridge Advisors LLC | 441 | $73.9K | 0.03% | −143−24.5% | Reduced |
| Evolution Advisers, Inc. | 450 | $75.0K | 0.04% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 448 | $75.0K | 0.06% | +448 | New |
| Holos Integrated Wealth LLC | 450 | $75.3K | 0.05% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 450 | $75.3K | 0.04% | +280+164.7% | Added |
| MRP Capital Investments, LLC | 455 | $76.2K | 0.07% | +100+28.2% | Added |
| BFSG, LLC | 460 | $77.0K | 0.01% | +9+2.0% | Added |
| Frazier Financial Advisors, LLC | 464 | $77.6K | 0.06% | −60−11.5% | Reduced |
| Stuart Chaussee & Associates, Inc. | 470 | $78.7K | 0.02% | 00.0% | Unchanged |
| First Pacific Financial | 477 | $79.9K | 0.02% | −23−4.6% | Reduced |
| Peoples Bank | 490 | $82.0K | 0.06% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 495 | $82.9K | 0.01% | −2−0.4% | Reduced |
| Financial Avengers, Inc. | 498 | $83.4K | 0.04% | +26+5.5% | Added |
| Campbell Capital Management Inc | 500 | $83.7K | 0.05% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 501 | $83.9K | 0.06% | +1+0.2% | Added |
| Focused Wealth Management, Inc | 501 | $83.9K | 0.01% | +501 | New |
| Strategic Investment Solutions, Inc. | 506 | $84.7K | 0.02% | +276+120.0% | Added |
| Aspect Partners, LLC | 515 | $86.3K | 0.05% | 00.0% | Unchanged |
| Abound Financial, LLC | 520 | $87.1K | 0.04% | +520 | New |
| Proathlete Wealth Management LLC | 530 | $88.7K | 0.03% | +530 | New |
| BIT Capital GmbH | 531 | $88.9K | 0.01% | +181+51.7% | Added |
| McClarren Financial Advisors, Inc. | 502 | $89.0K | 0.06% | −8−1.6% | Reduced |
| Horizon Financial Services, LLC | 532 | $89.1K | 0.05% | +16+3.1% | Added |
| IAG Wealth Partners, LLC | 543 | $90.9K | 0.01% | −115−17.5% | Reduced |
| Robinswood Financial LLC | 543 | $90.9K | 0.03% | +213+64.5% | Added |
| Raffa Wealth Management, LLC | 545 | $91.2K | 0.02% | −40−6.8% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 555 | $92.9K | 0.09% | +555 | New |
| Lipe & Dalton | 554 | $93.0K | 0.05% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 560 | $93.8K | 0.04% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 560 | $93.8K | 0.02% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 564 | $94.5K | 0.03% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 573 | $95.9K | 0.08% | +407+245.2% | Added |
| HWG Holdings LP | 576 | $96.4K | 0.04% | −18,749−97.0% | Reduced |
| Red Tortoise LLC | 576 | $96.5K | 0.05% | −132−18.6% | Reduced |
| Global Wealth Strategies & Associates | 589 | $98.6K | 0.03% | +83+16.4% | Added |
| Horizon Bancorp Inc | 599 | $100.0K | 0.06% | +599 | New |
| Coston, McIsaac & Partners | 605 | $101.0K | 0.03% | +1+0.2% | Added |
| Gladstone Capital Management LLP | 610 | $102.1K | 0.01% | −58,590−99.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 615 | $103.0K | 0.02% | +99+19.2% | Added |
| N.E.W. Advisory Services LLC | 619 | $103.6K | 0.01% | +619 | New |
| Koesten, Hirschmann & Crabtree, INC. | 640 | $107.2K | 0.06% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 641 | $107.3K | 0.07% | +111+20.9% | Added |
| Millstone Evans Group, LLC | 644 | $107.8K | 0.07% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 648 | $108.5K | 0.07% | −54−7.7% | Reduced |
| 10Elms LLP | 650 | $108.8K | 0.11% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 673 | $112.7K | 0.04% | −314−31.8% | Reduced |
| Clear Investment Research, LLC | 683 | $114.4K | 0.15% | +45+7.1% | Added |
| Rowland & Co Investment Counsel | 685 | $114.7K | 0.02% | +235+52.2% | Added |
| Promethos Capital, LLC | 694 | $116.2K | 0.04% | +694 | New |
| PSI Advisors, LLC | 700 | $117.2K | 0.04% | +70+11.1% | Added |
| Copia Wealth Management | 702 | $117.6K | 0.11% | −133−15.9% | Reduced |
| Quest Partners LLC | 704 | $117.9K | 0.01% | +608+633.3% | Added |
| Knott David M Jr | 710 | $118.9K | 0.06% | 00.0% | Unchanged |
| Kentucky Trust Co | 713 | $119.4K | 0.07% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 728 | $121.9K | 0.05% | −122−14.4% | Reduced |
| Painted Porch Advisors LLC | 734 | $122.9K | 0.05% | −322−30.5% | Reduced |
| PrairieView Partners, LLC | 739 | $123.0K | 0.01% | +7+1.0% | Added |
| Wiser Advisor Group LLC | 738 | $123.6K | 0.18% | +119+19.2% | Added |
| Signature Resources Capital Management, LLC | 740 | $123.9K | 0.11% | 00.0% | Unchanged |
| TD Capital Management LLC | 759 | $127.0K | 0.01% | +31+4.3% | Added |
| WealthCollab, LLC | 761 | $127.4K | 0.08% | −2−0.3% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 763 | $127.7K | 0.06% | −1,540−66.9% | Reduced |
| Chelsea Counsel Co | 800 | $133.9K | 0.07% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 805 | $134.0K | 0.05% | +805 | New |
| Roxbury Financial LLC | 677 | $135.0K | 0.13% | −18−2.6% | Reduced |
| REAP Financial Group, LLC | 812 | $135.9K | 0.03% | +230+39.5% | Added |
| Flaharty Asset Management, LLC | 819 | $137.1K | 0.02% | +819 | New |
| Atlantic Edge Private Wealth Management, LLC | 828 | $138.6K | 0.04% | 00.0% | Unchanged |
| Keystone Global Partners, LLC | 831 | $139.2K | 0.10% | +831 | New |
| Noble Wealth Management PBC | 845 | $141.5K | 0.10% | +75+9.7% | Added |
| First PREMIER Bank | 850 | $143.0K | 0.04% | 00.0% | Unchanged |