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 |
|---|---|---|---|---|---|
| Pacific Global Investment Management CO | 1,315 | $220.2K | 0.31% | −271−17.1% | Reduced |
| International Private Wealth Advisors LLC | 1,317 | $220.5K | 0.21% | +232+21.4% | Added |
| J Hagan Capital, Inc. | 952 | $220.7K | 0.18% | +952 | New |
| HRC Wealth Management, LLC | 1,319 | $220.8K | 0.14% | +44+3.5% | Added |
| Bryant Woods Investment Advisors, LLC | 1,320 | $221.1K | 0.11% | +3+0.2% | Added |
| Rather & Kittrell, Inc. | 1,321 | $221.2K | 0.05% | +27+2.1% | Added |
| Intelligence Driven Advisers, LLC | 1,322 | $221.3K | 0.04% | −2,188−62.3% | Reduced |
| Eight 31 Financial LLC | 1,323 | $221.5K | 0.14% | −1,327−50.1% | Reduced |
| Guidance Capital, Inc | 1,088 | $221.6K | 0.07% | +4+0.4% | Added |
| Momentous Wealth Management, Inc. | 1,325 | $221.8K | 0.16% | +128+10.7% | Added |
| Wescott Financial Advisory Group, LLC | 1,326 | $222.0K | 0.02% | +48+3.8% | Added |
| Advantage Trust Co | 1,326 | $222.0K | 0.13% | +726+121.0% | Added |
| Burford Brothers, Inc. | 1,330 | $222.7K | 0.11% | +169+14.6% | Added |
| Founders Grove Wealth Partners, LLC | 1,332 | $223.0K | 0.06% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 1,337 | $223.9K | 0.05% | −67−4.8% | Reduced |
| BlueChip Wealth Advisors LLC | 1,337 | $223.9K | 0.11% | +329+32.6% | Added |
| Wendell David Associates Inc | 1,336 | $224.0K | 0.02% | 00.0% | Unchanged |
| Betterment LLC | 1,336 | $224.0K | 0.00% | +76+6.0% | Added |
| Powers Advisory Group, LLC | 1,339 | $224.2K | 0.11% | +244+22.3% | Added |
| Alpha Zero LLC | 1,340 | $224.4K | 0.17% | 00.0% | Unchanged |
| Bey-Douglas LLC | 1,342 | $224.7K | 0.20% | −301−18.3% | Reduced |
| TABR Capital Management, LLC | 1,345 | $225.3K | 0.23% | −103−7.1% | Reduced |
| Alliance Wealth Advisors, LLC | 1,349 | $225.9K | 0.13% | −2,248−62.5% | Reduced |
| Wall Street Access Asset Management, LLC | 1,350 | $226.0K | 0.09% | −1,055−43.9% | Reduced |
| Wingate Wealth Advisors, Inc. | 1,350 | $226.0K | 0.26% | 00.0% | Unchanged |
| O'Connor Financial Group LLC | 1,356 | $227.0K | 0.12% | +10+0.7% | Added |
| LMG Wealth Partners, LLC | 1,360 | $227.7K | 0.05% | 00.0% | Unchanged |
| Custos Family Office, LLC | 1,364 | $228.4K | 0.08% | +463+51.4% | Added |
| Phillips Financial Management, LLC | 1,366 | $228.7K | 0.02% | +48+3.6% | Added |
| Tortoise Investment Management, LLC | 1,371 | $229.6K | 0.02% | −1,704−55.4% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 1,380 | $231.0K | 0.08% | −59−4.1% | Reduced |
| Montgomery Investment Management Inc | 1,380 | $231.1K | 0.09% | 00.0% | Unchanged |
| Financial Symmetry Inc | 1,382 | $231.4K | 0.14% | −603−30.4% | Reduced |
| Waterfront Wealth Inc. | 1,386 | $232.1K | 0.06% | +26+1.9% | Added |
| Strive Asset Management, LLC | 1,396 | $233.7K | 0.16% | +410+41.6% | Added |
| S&CO Inc | 1,400 | $234.0K | 0.02% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 1,400 | $234.0K | 0.28% | +1,400 | New |
| Eq LLC | 1,400 | $234.4K | 0.11% | 00.0% | Unchanged |
| City State Bank | 1,400 | $234.4K | 0.08% | +10+0.7% | Added |
| Sageworth Trust Co of South Dakota | 1,400 | $234.4K | 0.28% | +1,400 | New |
| Brown Wealth Management, LLC | 1,401 | $234.6K | 0.08% | +90+6.9% | Added |
| Corbyn Investment Management Inc | 1,407 | $235.6K | 0.09% | −171−10.8% | Reduced |
| Claret Asset Management Corp | – | $236.0K | 0.03% | – | – |
| Veridan Wealth LLC | 1,412 | $236.5K | 0.11% | +35+2.5% | Added |
| DAGCO, Inc. | 1,413 | $236.6K | 0.08% | +1,413 | New |
| Lodestar Private Asset Management LLC | 1,415 | $236.9K | 0.03% | +280+24.7% | Added |
| Old North State Wealth Management, LLC | 1,409 | $237.0K | 0.13% | −49−3.4% | Reduced |
| Morris Financial Concepts, Inc. | 1,419 | $237.6K | 0.10% | +114+8.7% | Added |
| First National Corp | 1,420 | $237.7K | 0.05% | 00.0% | Unchanged |
| SilverOak Wealth Management LLC | 1,420 | $237.8K | 0.05% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 1,420 | $237.8K | 0.12% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,424 | $238.4K | 0.06% | −180−11.2% | Reduced |
| Marathon Capital Management | 1,425 | $238.6K | 0.06% | −25−1.7% | Reduced |
| Heritage Wealth Management, Inc./Texas | 1,430 | $239.4K | 0.14% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,430 | $239.4K | 0.02% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 1,432 | $239.7K | 0.03% | +52+3.8% | Added |
| Bell Investment Advisors, Inc | 1,432 | $239.8K | 0.04% | +6+0.4% | Added |
| Clune & Associates, Ltd. | 1,434 | $240.1K | 0.07% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,437 | $240.6K | 0.02% | +4+0.3% | Added |
| Willis Johnson & Associates, Inc. | 1,438 | $240.7K | 0.02% | −41−2.8% | Reduced |
| Aspiring Ventures, LLC | 1,181 | $241.9K | 0.14% | +192+19.4% | Added |
| Post Resch Tallon Group Inc. | 1,465 | $242.2K | 0.25% | −75−4.9% | Reduced |
| Plan A Wealth LLC | 1,449 | $242.6K | 0.19% | +1,449 | New |
| Blue Edge Capital, LLC | 1,450 | $242.8K | 0.04% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 1,450 | $242.8K | 0.05% | 00.0% | Unchanged |
| Note Advisors, LLC | 1,450 | $242.8K | 0.20% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 1,450 | $242.8K | 0.16% | +450+45.0% | Added |
| LifePlan Investment Advisors, Inc. | 1,452 | $243.1K | 0.14% | −7−0.5% | Reduced |
| Bernard Wealth Management Corp. | 1,452 | $243.1K | 0.12% | +72+5.2% | Added |
| MBE Wealth Management, LLC | 1,454 | $243.5K | 0.12% | +569+64.3% | Added |
| Partners in Financial Planning | 1,457 | $243.9K | 0.05% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 1,456 | $244.0K | 0.22% | −1,561−51.7% | Reduced |
| Prasad Wealth Partners, LLC | 1,457 | $244.0K | 0.08% | +139+10.5% | Added |
| Cadinha & Co LLC | 1,465 | $245.3K | 0.05% | −43−2.9% | Reduced |
| Capital Advantage, Inc. | 1,059 | $245.5K | 0.04% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 1,469 | $246.0K | 0.04% | +589+66.9% | Added |
| Goepper Burkhardt LLC | 1,470 | $246.1K | 0.10% | +40+2.8% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,471 | $246.4K | 0.09% | +328+28.7% | Added |
| Wallace Hart LLC | 1,473 | $246.6K | 0.62% | −1,205−45.0% | Reduced |
| Elevate Capital Advisors, LLC | 1,476 | $247.1K | 0.23% | +156+11.8% | Added |
| SOA Wealth Advisors, LLC. | 18,221 | $248.2K | 0.05% | +17,165+1,625.5% | Added |
| Copley Financial Group, Inc. | 1,483 | $248.3K | 0.19% | −20−1.3% | Reduced |
| Obsidian Personal Planning Solutions LLC | 1,291 | $248.5K | 0.11% | −12−0.9% | Reduced |
| Grey Fox Wealth Advisors, LLC | 1,488 | $249.1K | 0.07% | +524+54.4% | Added |
| Symmetry Partners, LLC | 1,489 | $249.3K | 0.03% | +132+9.7% | Added |
| Montag & Caldwell, LLC | 1,490 | $249.5K | 0.06% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 1,494 | $250.2K | 0.20% | +1,494 | New |
| LBMC Investment Advisors, LLC | 1,494 | $250.2K | 0.02% | +500+50.3% | Added |
| Goodman Financial Corp | 1,495 | $250.4K | 0.05% | −2,160−59.1% | Reduced |
| Robeco Schweiz AG | 1,500 | $251.1K | 0.01% | −45,100−96.8% | Reduced |
| Arbor Investment Advisors, LLC | 1,500 | $251.1K | 0.03% | +10+0.7% | Added |
| Noesis Capital Mangement Corp | 1,501 | $251.3K | 0.05% | +24+1.6% | Added |
| Wealth Watch Advisors, INC | 1,495 | $252.0K | 0.20% | −703−32.0% | Reduced |
| Acorn Financial Advisory Services Inc | 1,505 | $252.0K | 0.05% | +69+4.8% | Added |
| Index Fund Advisors, Inc. | 1,507 | $252.3K | 0.02% | −10−0.7% | Reduced |
| SNS Financial Group, LLC | 1,515 | $253.7K | 0.03% | +127+9.1% | Added |
| First National Bank Sioux Falls | 1,520 | $254.5K | 0.10% | −1,000−39.7% | Reduced |
| Mount Lucas Management LP | 1,523 | $255.0K | 0.12% | +49+3.3% | Added |
| Strategic Financial Concepts, LLC | 1,533 | $256.8K | 0.05% | −716−31.8% | Reduced |
| S.A. Mason LLC | 1,537 | $257.3K | 0.14% | +27+1.8% | Added |