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
- 3,826
- −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 | 4,854 | $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 |
|---|---|---|---|---|---|
| Gibson Capital, LLC | 856 | $143.3K | 0.03% | +183+27.2% | Added |
| Stonebridge Financial Group, LLC | 859 | $143.9K | 0.02% | +116+15.6% | Added |
| Virtus ETF Advisers LLC | 863 | $144.5K | 0.09% | −5,830−87.1% | Reduced |
| ORG Wealth Partners, LLC | 879 | $148.4K | 0.05% | +812+1,211.9% | Added |
| Quest 10 Wealth Builders, Inc. | 889 | $148.8K | 0.16% | +55+6.6% | Added |
| Davidson Kahn Capital Management, LLC | 889 | $148.9K | 0.12% | +100+12.7% | Added |
| Keener Financial Planning LLC | 890 | $149.0K | 0.10% | +230+34.8% | Added |
| Midwest Capital Advisors, LLC | 900 | $150.7K | 0.09% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 900 | $150.7K | 0.07% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 916 | $153.3K | 0.08% | −356−28.0% | Reduced |
| True Wealth Design, LLC | 922 | $154.4K | 0.06% | +210+29.5% | Added |
| Winch Advisory Services, LLC | 937 | $156.9K | 0.04% | +348+59.1% | Added |
| Turim 21 Investimentos Ltda. | 940 | $157.4K | 0.04% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 936 | $157.7K | 0.03% | +936 | New |
| Elite Financial, Inc. | 1,002 | $167.0K | 0.09% | +3+0.3% | Added |
| Semmax Financial Advisors Inc. | 803 | $167.1K | 0.05% | +26+3.3% | Added |
| Park Circle Co | 1,000 | $167.4K | 0.15% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 1,000 | $167.4K | 0.14% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 870 | $167.4K | 0.13% | +870 | New |
| Tidemark, LLC | 1,034 | $173.1K | 0.06% | −9−0.9% | Reduced |
| Dunhill Financial, LLC | 1,038 | $173.9K | 0.08% | −144−12.2% | Reduced |
| FWL Investment Management, LLC | 1,040 | $174.1K | 0.06% | +370+55.2% | Added |
| Comprehensive Financial Planning, Inc. | 1,047 | $175.3K | 0.17% | −2,258−68.3% | Reduced |
| Crowley Wealth Management, Inc. | 1,050 | $175.8K | 0.17% | +310+41.9% | Added |
| Ulland Investment Advisors, LLC | 1,057 | $177.0K | 0.15% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,073 | $179.7K | 0.02% | +73+7.3% | Added |
| ZRC Wealth Management, LLC | 1,095 | $183.3K | 0.08% | 00.0% | Unchanged |
| Solstein Capital, LLC | 1,120 | $187.5K | 0.11% | 00.0% | Unchanged |
| Bank & Trust Co | 1,121 | $187.7K | 0.15% | +171+18.0% | Added |
| Stelac Advisory Services LLC | 1,131 | $189.4K | 0.08% | +651+135.6% | Added |
| Fiduciary Wealth Partners, LLC | 1,149 | $192.4K | 0.17% | +1,149 | New |
| First United Bank Trust | 1,150 | $192.5K | 0.07% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,175 | $196.8K | 0.08% | +80+7.3% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,182 | $197.9K | 0.39% | +12+1.0% | Added |
| Global Financial Private Client, LLC | 1,188 | $198.9K | 0.08% | +42+3.7% | Added |
| Barlow Wealth Partners, Inc. | 1,040 | $200.0K | 0.03% | 00.0% | Unchanged |
| One Wealth Management Investment & Advisory Services, LLC | 1,196 | $200.2K | 0.33% | +1,196 | New |
| Brookmont Capital Management | 1,197 | $200.4K | 0.11% | +1+0.1% | Added |
| Three Seasons Wealth, LLC | 1,200 | $200.9K | 0.10% | −1,332−52.6% | Reduced |
| Cove Street Capital, LLC | 1,200 | $200.9K | 0.32% | −200−14.3% | Reduced |
| Hardman Johnston Global Advisors LLC | 1,200 | $200.9K | 0.01% | 00.0% | Unchanged |
| CogentBlue Wealth Advisors, LLC | 1,204 | $201.6K | 0.18% | +251+26.3% | Added |
| Proactive Wealth Strategies LLC | 1,206 | $202.0K | 0.11% | +312+34.9% | Added |
| SJS Investment Consulting Inc. | 1,207 | $202.1K | 0.03% | +740+158.5% | Added |
| Avid Wealth Partners LLC | 1,210 | $202.6K | 0.14% | +343+39.6% | Added |
| Ariston Services Group | 1,214 | $203.3K | 0.17% | 00.0% | Unchanged |
| Lutz Financial Services LLC | 1,219 | $204.1K | 0.02% | +93+8.3% | Added |
| WPWealth LLP | 1,220 | $204.3K | 0.04% | −26−2.1% | Reduced |
| Eclectic Associates Inc | 1,220 | $204.3K | 0.05% | −345−22.0% | Reduced |
| Legacy Wealth Management, Inc | 1,221 | $204.4K | 0.01% | −626−33.9% | Reduced |
| Core Wealth Advisors, Inc. | 1,221 | $204.4K | 0.07% | +1,221 | New |
| Hendershot Investments Inc. | 1,223 | $204.8K | 0.03% | −19−1.5% | Reduced |
| American Capital Advisory, LLC | 1,228 | $205.6K | 0.11% | +38+3.2% | Added |
| Guardian Asset Advisors, LLC | 1,229 | $205.8K | 0.13% | +1,229 | New |
| TruNorth Capital Management, LLC | 1,232 | $206.3K | 0.05% | +1,172+1,953.3% | Added |
| Resolute Wealth Strategies, LLC | 1,240 | $207.6K | 0.12% | +1,240 | New |
| Strata Wealth Advisors, LLC | 1,242 | $207.9K | 0.06% | +2+0.2% | Added |
| W.H. Cornerstone Investments Inc. | 1,245 | $208.4K | 0.14% | +5+0.4% | Added |
| Tudor Financial Inc. | 1,246 | $208.7K | 0.13% | +1+0.1% | Added |
| von Borstel & Associates, Inc. | 1,250 | $209.0K | 0.06% | −70−5.3% | Reduced |
| Diligent Investors, LLC | 1,249 | $209.1K | 0.05% | −66−5.0% | Reduced |
| Altus Wealth Management, LLC | 1,250 | $209.3K | 0.10% | +1+0.1% | Added |
| GenTrust, LLC | 1,251 | $209.5K | 0.01% | +14+1.1% | Added |
| Summit Financial Strategies, Inc. | 1,251 | $209.5K | 0.02% | +1,251 | New |
| Dupree Financial Group, LLC | 1,253 | $209.8K | 0.09% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 1,255 | $210.1K | 0.17% | −181−12.6% | Reduced |
| Wexford Capital LP | 1,256 | $210.3K | 0.05% | +270+27.4% | Added |
| Maple Capital Management, Inc. | 1,256 | $210.3K | 0.02% | −207−14.1% | Reduced |
| Wealth Preservation Advisors, LLC | 1,259 | $210.8K | 0.15% | +1,259 | New |
| Global Wealth Management Investment Advisory, Inc. | 1,260 | $211.0K | 0.04% | +40+3.3% | Added |
| Am Investment Strategies LLC | 1,263 | $211.0K | 0.05% | +61+5.1% | Added |
| BancFirst Trust & Investment Management | 1,250 | $211.4K | 0.11% | 00.0% | Unchanged |
| Citizens & Northern Corp | 1,263 | $211.5K | 0.06% | +63+5.3% | Added |
| Requisite Capital Management, LLC | 1,270 | $212.6K | 0.05% | −21−1.6% | Reduced |
| Baring Financial LLC | 1,271 | $212.7K | 0.18% | +1,271 | New |
| Capstone Capital Wealth Advisors | 1,272 | $213.0K | 0.17% | −253−16.6% | Reduced |
| Hoge Financial Services, LLC | 1,273 | $213.1K | 0.15% | +141+12.5% | Added |
| Consolidated Capital Management, LLC | 1,278 | $214.0K | 0.09% | −19,695−93.9% | Reduced |
| Barnes Wealth Management Group, Inc | 1,279 | $214.1K | 0.14% | −292−18.6% | Reduced |
| Kondo Wealth Advisors, Inc. | 1,282 | $214.6K | 0.11% | +78+6.5% | Added |
| Kraft, Davis & Associates, LLC | 1,275 | $214.7K | 0.07% | +1,275 | New |
| Seelaus Asset Management LLC | 1,285 | $215.1K | 0.21% | −15−1.2% | Reduced |
| Hobart Private Capital, LLC | 1,288 | $215.6K | 0.05% | +1,288 | New |
| Tempus Wealth Planning, LLC | 1,289 | $215.8K | 0.06% | −225−14.9% | Reduced |
| AIMZ Investment Advisors, LLC | 1,290 | $216.0K | 0.08% | 00.0% | Unchanged |
| Nabity-Jensen Investment Management Inc | 1,291 | $216.2K | 0.17% | +80+6.6% | Added |
| Kitching Partners, LLC | 1,292 | $216.3K | 0.25% | +1,292 | New |
| FSA Advisors, Inc. | 1,296 | $216.9K | 0.17% | −226−14.8% | Reduced |
| Financial Partners Group, Inc | 1,300 | $217.6K | 0.03% | +138+11.9% | Added |
| Carmel Capital Partners, LLC | 1,305 | $218.5K | 0.09% | +165+14.5% | Added |
| Atlas Brown,Inc. | 1,305 | $218.6K | 0.08% | +70+5.7% | Added |
| Towerpoint Wealth, LLC | 1,306 | $218.7K | 0.11% | −14−1.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 1,307 | $218.8K | 0.09% | +397+43.6% | Added |
| Gallacher Capital Management LLC | 1,309 | $219.2K | 0.11% | −61−4.5% | Reduced |
| PVG Asset Management Corp | 1,310 | $219.3K | 0.95% | −1,020−43.8% | Reduced |
| Rodgers Brothers Inc. | 1,310 | $219.3K | 0.03% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 1,310 | $219.3K | 0.16% | 00.0% | Unchanged |
| Fonville Wealth Management LLC | 1,311 | $219.5K | 0.06% | −289−18.1% | Reduced |
| Westport Asset Management Inc | 1,312 | $219.7K | 0.11% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 1,315 | $220.2K | 0.05% | +4+0.3% | Added |