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 |
|---|---|---|---|---|---|
| Connable Office Inc | 20,197 | $3.38M | 0.36% | +1,725+9.3% | Added |
| Foster & Motley Inc | 20,213 | $3.38M | 0.21% | −24,884−55.2% | Reduced |
| LRI Investments, LLC | 20,226 | $3.39M | 0.33% | −1,069−5.0% | Reduced |
| Hourglass Capital, LLC | 20,390 | $3.41M | 0.89% | +585+3.0% | Added |
| Colton Groome Financial Advisors, LLC | 17,821 | $3.43M | 1.33% | −890−4.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 20,565 | $3.44M | 0.35% | +20,459+19,300.9% | Added |
| Everest Management Corp. | 20,577 | $3.45M | 3.14% | +12,577+157.2% | Added |
| Orca Investment Management, LLC | 20,581 | $3.45M | 3.44% | −467−2.2% | Reduced |
| Anchor Investment Management, LLC | 20,592 | $3.45M | 0.32% | −1,240−5.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 20,609 | $3.45M | 0.34% | +15+0.1% | Added |
| Csenge Advisory Group | 20,229 | $3.46M | 0.20% | −595−2.9% | Reduced |
| Dodge & Cox | 20,670 | $3.46M | 0.00% | −2,790−11.9% | Reduced |
| Left Brain Wealth Management, LLC | 20,710 | $3.47M | 1.51% | −57−0.3% | Reduced |
| IAM Advisory, LLC | 20,724 | $3.47M | 0.90% | −1,569−7.0% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 20,805 | $3.48M | 0.25% | −81,415−79.6% | Reduced |
| Chicago Partners Investment Group LLC | 17,060 | $3.49M | 0.12% | +1,419+9.1% | Added |
| Perennial Investment Advisors, LLC | 20,872 | $3.49M | 0.39% | +2,897+16.1% | Added |
| Dividend Assets Capital, LLC | 20,876 | $3.50M | 0.66% | +19,156+1,113.7% | Added |
| Copperwynd Financial, LLC | 20,878 | $3.50M | 0.96% | +2,527+13.8% | Added |
| Pines Wealth Management, LLC | 22,470 | $3.51M | 1.62% | +830+3.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 20,959 | $3.51M | 1.24% | +33+0.2% | Added |
| Cable Hill Partners, LLC | 18,237 | $3.51M | 0.34% | +291+1.6% | Added |
| Highview Capital Management LLC | 21,046 | $3.52M | 1.47% | −4,476−17.5% | Reduced |
| Montecito Bank & Trust | 21,100 | $3.53M | 0.63% | +336+1.6% | Added |
| Modern Wealth Management, LLC | 21,139 | $3.54M | 0.11% | −745−3.4% | Reduced |
| Patten & Patten Inc | 21,211 | $3.55M | 0.24% | +421+2.0% | Added |
| TFR Capital, LLC. | 21,243 | $3.56M | 1.48% | +11,681+122.2% | Added |
| Cim Investment Mangement Inc | 21,245 | $3.56M | 0.81% | −14−0.1% | Reduced |
| Valley National Advisers Inc | 21,276 | $3.56M | 0.64% | +393+1.9% | Added |
| Shoker Investment Counsel, Inc. | 21,290 | $3.56M | 1.20% | −179−0.8% | Reduced |
| MidWestOne Financial Group, Inc. | 21,331 | $3.57M | 0.51% | −5,572−20.7% | Reduced |
| Close Asset Management Ltd | 21,343 | $3.57M | 0.10% | +12,275+135.4% | Added |
| Empire Financial Management Company, LLC | 21,389 | $3.58M | 1.11% | +862+4.2% | Added |
| Altman Advisors, Inc. | 18,639 | $3.59M | 1.65% | −839−4.3% | Reduced |
| Tradition Wealth Management, LLC | 21,431 | $3.59M | 0.32% | −53−0.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 21,442 | $3.59M | 0.99% | −855−3.8% | Reduced |
| Foresight Capital Management Advisors, Inc. | 21,523 | $3.60M | 2.24% | −425−1.9% | Reduced |
| Simplicity Wealth,LLC | 21,540 | $3.61M | 0.28% | +15,208+240.2% | Added |
| Centennial Bank | 21,555 | $3.61M | 1.72% | −1,086−4.8% | Reduced |
| Peregrine Investment Management Inc | 21,670 | $3.63M | 2.71% | −18,330−45.8% | Reduced |
| McDonald Partners LLC | 21,686 | $3.63M | 0.95% | +606+2.9% | Added |
| Camden Capital, LLC | 21,676 | $3.64M | 0.38% | +2,843+15.1% | Added |
| Jaffetilchin Investment Partners, LLC | 21,752 | $3.64M | 0.26% | +1,646+8.2% | Added |
| Simmons Bank | 21,752 | $3.64M | 0.27% | +5,383+32.9% | Added |
| Lake Street Financial LLC | 21,802 | $3.65M | 0.59% | +806+3.8% | Added |
| Trust Co of Toledo NA | 21,838 | $3.66M | 0.48% | +1,580+7.8% | Added |
| Sitrin Capital Management LLC | 21,880 | $3.66M | 1.98% | +21,880 | New |
| Ameliora Wealth Management Ltd. | 21,895 | $3.67M | 1.38% | −9,570−30.4% | Reduced |
| Providence Wealth Advisors, LLC | 22,075 | $3.67M | 2.78% | −100.0% | Reduced |
| Palacios Wealth Management, LLC | 21,905 | $3.67M | 3.36% | +275+1.3% | Added |
| Zhang Financial LLC | 21,966 | $3.68M | 0.19% | −2,164−9.0% | Reduced |
| West Michigan Advisors, LLC | 21,970 | $3.68M | 1.22% | −438−2.0% | Reduced |
| Lee Financial Co | 21,983 | $3.68M | 0.56% | −2,837−11.4% | Reduced |
| Sphera Management Technology Funds Ltd | 22,000 | $3.68M | 2.93% | +2,000+10.0% | Added |
| PYA Waltman Capital, LLC | 22,010 | $3.69M | 1.16% | −71−0.3% | Reduced |
| Marshall Financial Group LLC | 22,026 | $3.69M | 0.81% | −475−2.1% | Reduced |
| Aft, Forsyth & Sober, LLC | 22,150 | $3.71M | 1.29% | +150+0.7% | Added |
| Agur Provident & Training Funds Management Ltd | 22,200 | $3.72M | 1.49% | +19,980+900.0% | Added |
| Paradigm Financial Partners, LLC | 22,197 | $3.72M | 0.46% | +296+1.4% | Added |
| Security National Bank | 22,263 | $3.73M | 0.70% | +1,159+5.5% | Added |
| LCNB Corp | 22,280 | $3.73M | 1.37% | −695−3.0% | Reduced |
| Menard Financial Group LLC | 18,647 | $3.73M | 2.45% | +4,297+29.9% | Added |
| Aurora Investment Managers, LLC. | 22,290 | $3.73M | 2.51% | −946−4.1% | Reduced |
| Haverford Trust Co | 22,312 | $3.74M | 0.04% | +897+4.2% | Added |
| Mayflower Financial Advisors, LLC | 22,347 | $3.74M | 0.57% | −3,246−12.7% | Reduced |
| CVA Family Office, LLC | 22,359 | $3.74M | 0.57% | −3,187−12.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 18,796 | $3.75M | 0.69% | −11,271−37.5% | Reduced |
| Accurate Wealth Management, LLC | 20,706 | $3.76M | 0.72% | +1,963+10.5% | Added |
| Red Door Wealth Management, LLC | 22,572 | $3.78M | 0.56% | +16,150+251.5% | Added |
| Pacitti Group Inc. | 22,623 | $3.79M | 1.80% | −2,946−11.5% | Reduced |
| Strategic Planning Group, LLC | 22,623 | $3.79M | 0.74% | −3,609−13.8% | Reduced |
| Ascent Wealth Partners, LLC | 22,626 | $3.79M | 0.51% | −7,151−24.0% | Reduced |
| Bensler, LLC | 22,680 | $3.80M | 0.48% | +3,338+17.3% | Added |
| FCG Investment Co | 22,717 | $3.80M | 2.39% | −1,277−5.3% | Reduced |
| Wellington Shields Capital Management, LLC | 22,726 | $3.80M | 0.69% | −386−1.7% | Reduced |
| Chicago Trust Co NA | 22,736 | $3.81M | 0.68% | +2,224+10.8% | Added |
| Keel Point, LLC | 22,791 | $3.82M | 0.30% | +5,096+28.8% | Added |
| BW Gestao de Investimentos Ltda. | 22,800 | $3.82M | 0.43% | −10.0% | Reduced |
| Family Firm, Inc. | 22,845 | $3.82M | 0.85% | +76+0.3% | Added |
| Strengthening Families & Communities, LLC | 21,667 | $3.83M | 2.34% | −304−1.4% | Reduced |
| AssuredPartners Investment Advisors, LLC | 22,918 | $3.84M | 0.74% | +1,317+6.1% | Added |
| Catalyst Financial Partners LLC | 22,970 | $3.85M | 0.71% | +1,677+7.9% | Added |
| Maytus Capital Management, LLC | 23,000 | $3.85M | 1.18% | +23,000 | New |
| Nwi Management LP | 23,000 | $3.85M | 0.51% | +23,000 | New |
| AlTi Global, Inc. | 23,094 | $3.87M | 0.10% | −870−3.6% | Reduced |
| Savvy Advisors, Inc. | 23,127 | $3.87M | 0.39% | +4,590+24.8% | Added |
| Brentview Investment Management LLC | 23,158 | $3.88M | 2.06% | +1,199+5.5% | Added |
| CWC Advisors, LLC. | 23,165 | $3.88M | 2.21% | +1,640+7.6% | Added |
| Brick & Kyle, Associates | 23,754 | $3.89M | 1.79% | +11,080+87.4% | Added |
| Aaron Wealth Advisors | 23,241 | $3.89M | 0.45% | +1,887+8.8% | Added |
| Eley Financial Management, Inc | 23,099 | $3.89M | 1.56% | −332−1.4% | Reduced |
| Oarsman Capital, Inc. | 23,278 | $3.90M | 0.70% | −3,605−13.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 22,040 | $3.90M | 0.04% | +160+0.7% | Added |
| Select Equity Group, L.P. | 23,317 | $3.90M | 0.02% | +13,249+131.6% | Added |
| Banco BTG Pactual S.A. | 23,392 | $3.92M | 0.98% | −24,353−51.0% | Reduced |
| Great Diamond Partners, LLC | 23,517 | $3.94M | 1.08% | +55+0.2% | Added |
| Castle Rock Wealth Management, LLC | 23,564 | $3.95M | 1.07% | −11,740−33.3% | Reduced |
| Partners Capital Investment Group, LLP | 23,606 | $3.95M | 0.07% | +23,606 | New |
| Cove Private Wealth, LLC | 23,640 | $3.96M | 2.08% | +140+0.6% | Added |
| Masso Torrence Wealth Management Inc. | 23,646 | $3.96M | 2.11% | −709−2.9% | Reduced |