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 |
|---|---|---|---|---|---|
| AAFMAA Wealth Management & Trust LLC | 14,828 | $2.48M | 1.13% | +2,442+19.7% | Added |
| Saxon Interests, Inc. | 14,837 | $2.48M | 1.16% | +335+2.3% | Added |
| HBW Advisory Services LLC | 14,867 | $2.49M | 0.35% | −15,414−50.9% | Reduced |
| Legacy Financial Advisors, Inc. | 14,893 | $2.49M | 0.42% | −678−4.4% | Reduced |
| HMS Capital Management, LLC | 16,186 | $2.49M | 1.38% | −14,883−47.9% | Reduced |
| Neo Ivy Capital Management | 14,952 | $2.50M | 0.80% | +8,805+143.2% | Added |
| Smithfield Trust Co | 15,008 | $2.50M | 0.13% | −182−1.2% | Reduced |
| Jefferies Financial Group Inc. | 14,971 | $2.51M | 0.04% | −117,044−88.7% | Reduced |
| Ausdal Financial Partners, Inc. | 15,044 | $2.52M | 0.19% | +7,402+96.9% | Added |
| Heartland Bank & Trust Co | 15,046 | $2.52M | 1.29% | −2,089−12.2% | Reduced |
| Canton Hathaway, LLC | 15,110 | $2.53M | 0.51% | +15,000+13,636.4% | Added |
| Dynamic Technology Lab Private Ltd | 15,122 | $2.53M | 0.37% | +15,122 | New |
| Ogorek Anthony Joseph | 15,142 | $2.54M | 0.83% | +371+2.5% | Added |
| Moss Adams Wealth Advisors LLC | 15,182 | $2.54M | 0.27% | −592−3.8% | Reduced |
| Tritonpoint Wealth, LLC | 15,194 | $2.54M | 0.24% | +908+6.4% | Added |
| Dudley Capital Management, LLC | 15,196 | $2.54M | 1.35% | +3,126+25.9% | Added |
| Fox Run Management, L.L.C. | 15,220 | $2.55M | 0.39% | +15,220 | New |
| Lighthouse Investment Partners, LLC | 15,253 | $2.55M | 0.12% | +7,724+102.6% | Added |
| Chesapeake Wealth Management | 15,285 | $2.56M | 0.91% | −862−5.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 15,367 | $2.57M | 0.35% | +1,119+7.9% | Added |
| Clare Market Investments LLC | 15,373 | $2.57M | 0.68% | +4,403+40.1% | Added |
| Precision Wealth Strategies, LLC | 15,387 | $2.58M | 1.97% | +2,680+21.1% | Added |
| Catherine Avery Investment Management LLC | 15,406 | $2.58M | 2.31% | −5,560−26.5% | Reduced |
| Sabal Trust CO | 15,418 | $2.58M | 0.14% | +6,728+77.4% | Added |
| Davis R M Inc | 15,428 | $2.58M | 0.05% | +789+5.4% | Added |
| Altfest L J & Co Inc | 15,450 | $2.59M | 0.32% | +4,272+38.2% | Added |
| BXM Wealth LLC | 15,413 | $2.59M | 3.11% | +551+3.7% | Added |
| Stanley-Laman Group, Ltd. | 15,479 | $2.59M | 0.40% | +1,330+9.4% | Added |
| Childress Capital Advisors, LLC | 15,482 | $2.59M | 0.75% | +406+2.7% | Added |
| Mirador Capital Partners LP | 15,548 | $2.60M | 0.46% | +5,245+50.9% | Added |
| MONECO Advisors, LLC | 15,551 | $2.60M | 0.27% | +140+0.9% | Added |
| Retirement Planning Co of New England, Inc. | 15,595 | $2.61M | 1.34% | −344−2.2% | Reduced |
| IFC Advisors LLC | 15,616 | $2.61M | 0.55% | −106−0.7% | Reduced |
| Strategic Blueprint, LLC | 15,621 | $2.62M | 0.14% | −440−2.7% | Reduced |
| SevenBridge Financial Group, LLC | 11,827 | $2.62M | 0.52% | +5,251+79.9% | Added |
| Angeles Wealth Management, LLC | 15,712 | $2.63M | 0.22% | +448+2.9% | Added |
| Elyxium Wealth, LLC | 15,714 | $2.63M | 1.17% | +12,692+420.0% | Added |
| Koss-Olinger Consulting, LLC | 15,712 | $2.63M | 0.22% | −2,829−15.3% | Reduced |
| Circle Wealth Management, LLC | 15,779 | $2.64M | 0.06% | −3,631−18.7% | Reduced |
| KRS Capital Management, LLC | 15,787 | $2.64M | 2.10% | +610+4.0% | Added |
| Garden State Investment Advisory Services LLC | 15,795 | $2.65M | 0.85% | +11,819+297.3% | Added |
| Eagle Bluffs Wealth Management LLC | 15,808 | $2.65M | 1.40% | +15,808 | New |
| Altus Wealth Group LLC | 15,822 | $2.65M | 1.24% | +599+3.9% | Added |
| Northern Financial Advisors Inc | 15,850 | $2.65M | 2.19% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 15,852 | $2.65M | 0.39% | +954+6.4% | Added |
| Physicians Financial Services, Inc. | 15,855 | $2.65M | 0.86% | −275−1.7% | Reduced |
| LaSalle St. Investment Advisors, LLC | 15,858 | $2.65M | 0.63% | +3,972+33.4% | Added |
| GraniteShares Advisors LLC | 15,882 | $2.66M | 1.69% | −2,151−11.9% | Reduced |
| Harvest Investment Services, LLC | 15,890 | $2.66M | 0.74% | −23,275−59.4% | Reduced |
| HighVista Strategies LLC | 15,900 | $2.66M | 1.03% | +6,800+74.7% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 15,824 | $2.67M | 0.21% | −18,359−53.7% | Reduced |
| Mathes Company, Inc. | 15,935 | $2.67M | 1.09% | +15,935 | New |
| Stokes Family Office, LLC | 16,026 | $2.68M | 0.30% | +1,196+8.1% | Added |
| Sigma Investment Counselors Inc | 16,041 | $2.69M | 0.16% | +973+6.5% | Added |
| Redwood Wealth Management Group, LLC | 16,077 | $2.69M | 1.37% | +3,876+31.8% | Added |
| Wolff Wiese Magana LLC | 16,096 | $2.69M | 1.83% | +452+2.9% | Added |
| M Holdings Securities, Inc. | 16,138 | $2.70M | 0.45% | +1,934+13.6% | Added |
| NewSquare Capital LLC | 16,221 | $2.72M | 0.22% | +1,233+8.2% | Added |
| Strategic Advisors LLC | 16,263 | $2.72M | 0.52% | +10,178+167.3% | Added |
| AA Financial Advisors, LLC | 16,272 | $2.72M | 0.66% | −994−5.8% | Reduced |
| Vega Investment Solutions | 15,551 | $2.73M | 0.53% | +15,551 | New |
| RFG - Bristol Wealth Advisors, LLC | 16,325 | $2.73M | 0.92% | −5,052−23.6% | Reduced |
| Wolf Group Capital Advisors | 16,338 | $2.74M | 0.92% | +13,958+586.5% | Added |
| First Washington CORP | 16,410 | $2.75M | 0.96% | −4,781−22.6% | Reduced |
| Advisor Resource Council | 20,783 | $2.75M | 0.22% | +20,783 | New |
| Camarda Financial Advisors, LLC | 16,481 | $2.76M | 1.24% | −1,443−8.1% | Reduced |
| Sym Financial Corp | 16,492 | $2.76M | 0.34% | +7,260+78.6% | Added |
| Trust Co of Vermont | 16,507 | $2.76M | 0.14% | +467+2.9% | Added |
| UBS Oconnor LLC | 16,576 | $2.78M | 0.07% | −18,098−52.2% | Reduced |
| Proquility Private Wealth Partners, LLC | 16,580 | $2.78M | 0.86% | −5,211−23.9% | Reduced |
| Lyell Wealth Management, LP | 16,594 | $2.78M | 0.26% | −20−0.1% | Reduced |
| Edgestream Partners, L.P. | 16,608 | $2.78M | 0.09% | +7,803+88.6% | Added |
| Tealwood Asset Management Inc | 16,668 | $2.79M | 1.29% | −7,663−31.5% | Reduced |
| BKM Wealth Management, LLC | 16,702 | $2.80M | 1.15% | +4,444+36.3% | Added |
| Lecap Asset Management Ltd | 16,723 | $2.80M | 0.65% | +16,723 | New |
| Quotient Wealth Partners, LLC | 16,744 | $2.80M | 0.09% | −368−2.2% | Reduced |
| Meadow Creek Wealth Advisors LLC | 16,767 | $2.81M | 2.09% | −160−0.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 16,768 | $2.81M | 0.05% | −532−3.1% | Reduced |
| Channel Wealth LLC | 16,783 | $2.81M | 0.87% | +1,378+8.9% | Added |
| Stillwater Wealth Management Group | 16,784 | $2.81M | 2.43% | −373−2.2% | Reduced |
| Callan Capital, LLC | 16,787 | $2.81M | 0.21% | +1,929+13.0% | Added |
| Creegan & Nassoura Financial Group, LLC | 16,840 | $2.82M | 1.88% | −100−0.6% | Reduced |
| Strong Tower Advisory Services | 18,293 | $2.82M | 0.69% | +4,127+29.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 16,883 | $2.83M | 0.42% | +1,163+7.4% | Added |
| Johnson & White Wealth Management, LLC | 16,896 | $2.83M | 1.59% | −238−1.4% | Reduced |
| SFMG, LLC | 16,897 | $2.83M | 0.22% | +1,268+8.1% | Added |
| Integrated Investment Consultants, LLC | 16,898 | $2.83M | 0.56% | +11,506+213.4% | Added |
| Arlington Trust Co LLC | 16,917 | $2.83M | 0.60% | +1,310+8.4% | Added |
| Good Life Advisors, LLC | 16,994 | $2.85M | 0.20% | +1,613+10.5% | Added |
| Wealth Alliance Advisory Group, LLC | 17,005 | $2.85M | 0.59% | −2,333−12.1% | Reduced |
| Garner Asset Management Corp | 17,027 | $2.85M | 1.25% | +14,541+584.9% | Added |
| Fort Point Capital Partners LLC | 17,041 | $2.85M | 0.32% | −158−0.9% | Reduced |
| Magnus Financial Group LLC | 17,044 | $2.85M | 0.28% | −1,392−7.6% | Reduced |
| Coastal Bridge Advisors, LLC | 17,048 | $2.85M | 0.41% | +14,664+615.1% | Added |
| SRS Capital Advisors, Inc. | 17,054 | $2.86M | 0.18% | +5,486+47.4% | Added |
| Valley Brook Capital Group | 17,066 | $2.86M | 2.24% | −184−1.1% | Reduced |
| Orca Wealth Management, LLC | 17,066 | $2.86M | 2.56% | −33−0.2% | Reduced |
| ICW Investment Advisors LLC | 17,068 | $2.86M | 1.16% | −325−1.9% | Reduced |
| Plimoth Trust Co LLC | 17,096 | $2.86M | 0.75% | +17,096 | New |
| Lynx Capital Group Ltd | 17,102 | $2.86M | 1.47% | −338−1.9% | Reduced |