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 |
|---|---|---|---|---|---|
| Wealth Group Ltd | 1,760 | $294.7K | 0.09% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 1,760 | $294.7K | 0.10% | +4+0.2% | Added |
| Frisch Financial Group, Inc. | 1,763 | $295.0K | 0.08% | +2+0.1% | Added |
| FreeGulliver LLC | 1,764 | $295.3K | 0.15% | +79+4.7% | Added |
| DHK Financial Advisors, Inc. | 1,766 | $295.7K | 0.16% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 1,770 | $296.4K | 0.09% | 00.0% | Unchanged |
| Tillman Hartley LLC | 1,770 | $296.4K | 0.09% | +14+0.8% | Added |
| Parkside Investments, LLC | 1,773 | $296.8K | 0.04% | +6+0.3% | Added |
| Grandfield & Dodd, LLC | 1,775 | $297.2K | 0.02% | −205−10.4% | Reduced |
| IronBridge Private Wealth, LLC | 1,778 | $297.7K | 0.12% | +187+11.8% | Added |
| Stewardship Advisors, LLC | 1,778 | $297.7K | 0.08% | +203+12.9% | Added |
| Heartwood Wealth Advisors LLC | 1,788 | $299.4K | 0.03% | −18−1.0% | Reduced |
| Inspirion Wealth Advisors, LLC | 1,788 | $299.4K | 0.04% | 00.0% | Unchanged |
| Potentia Wealth | 1,790 | $299.7K | 0.14% | +770+75.5% | Added |
| Cape Ann Savings Bank | 1,791 | $299.9K | 0.19% | +98+5.8% | Added |
| Ellenbecker Investment Group | 1,793 | $300.2K | 0.05% | −78−4.2% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,797 | $300.9K | 0.02% | +1,797 | New |
| M. Kulyk & Associates, LLC | 1,798 | $301.0K | 0.07% | −324−15.3% | Reduced |
| Bruce G. Allen Investments, LLC | 1,799 | $301.2K | 0.24% | −709−28.3% | Reduced |
| Cross Staff Investments Inc | 1,804 | $302.1K | 0.23% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 1,806 | $302.4K | 0.04% | +65+3.7% | Added |
| Crescent Grove Advisors, LLC | 1,807 | $302.6K | 0.03% | +446+32.8% | Added |
| Caldwell Sutter Capital, Inc. | 1,808 | $302.7K | 0.14% | −202−10.0% | Reduced |
| JSF Financial, LLC | 1,808 | $302.7K | 0.08% | −6,538−78.3% | Reduced |
| Numerai GP LLC | 1,808 | $302.7K | 0.06% | −1,243−40.7% | Reduced |
| Mosaic Family Wealth Partners, LLC | 1,814 | $303.8K | 0.04% | +27+1.5% | Added |
| MPS Loria Financial Planners, LLC | 1,814 | $303.8K | 0.09% | +1+0.1% | Added |
| Wrenne Financial Planning LLC | 1,819 | $304.6K | 0.16% | +22+1.2% | Added |
| SGL Investment Advisors, Inc. | 1,466 | $304.6K | 0.16% | +358+32.3% | Added |
| Unified Investment Management | 1,822 | $305.1K | 0.36% | −1,398−43.4% | Reduced |
| Capstone Financial Advisors, Inc. | 1,822 | $305.1K | 0.02% | −1,215−40.0% | Reduced |
| Provenance Wealth Advisors, LLC | 1,826 | $305.7K | 0.04% | +636+53.4% | Added |
| Wall Street Financial Group, Inc. | 1,828 | $306.1K | 0.32% | +460+33.6% | Added |
| Bennett Associates Wealth Management | 1,833 | $306.9K | 0.25% | −639−25.8% | Reduced |
| Wealth Quarterback LLC | 1,834 | $307.1K | 0.17% | +6+0.3% | Added |
| Ifrah Financial Services, Inc. | 1,843 | $308.6K | 0.09% | −172−8.5% | Reduced |
| Umpqua Bank | 1,844 | $308.7K | 0.11% | +200+12.2% | Added |
| Harold Davidson & Associates Inc. | 1,846 | $309.1K | 0.17% | −140−7.0% | Reduced |
| New Capital Management LP | 1,849 | $309.6K | 0.09% | −3−0.2% | Reduced |
| Alan B. Lancz & Associates, Inc. | 1,850 | $309.7K | 0.33% | −100−5.1% | Reduced |
| Private Wealth Management Group, LLC | 1,857 | $310.9K | 0.11% | +695+59.8% | Added |
| First Heartland Consultants, Inc. | 1,858 | $311.1K | 0.03% | −5−0.3% | Reduced |
| Financial Council Asset Management Inc | 1,860 | $311.4K | 0.17% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 1,860 | $311.5K | 0.04% | −13,540−87.9% | Reduced |
| Tower Wealth Partners, Inc. | 1,861 | $311.6K | 0.17% | +316+20.5% | Added |
| jvl associates llc | 1,862 | $311.8K | 0.13% | −18−1.0% | Reduced |
| Gallagher Capital Advisors, LLC | 1,866 | $312.4K | 0.24% | +57+3.2% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,878 | $314.4K | 0.17% | +337+21.9% | Added |
| Northwest Wealth Management, LLC | 1,881 | $314.9K | 0.06% | −26−1.4% | Reduced |
| Hamilton Point Investment Advisors, LLC | 1,883 | $315.3K | 0.06% | +60+3.3% | Added |
| Earnest Partners LLC | 1,888 | $316.1K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Group, Inc. | 1,888 | $316.1K | 0.11% | +158+9.1% | Added |
| Alley Investment Management Company, LLC | 1,890 | $316.4K | 0.04% | −90−4.5% | Reduced |
| Harrington Investments, INC | 1,890 | $316.4K | 0.18% | 00.0% | Unchanged |
| Rollins Financial Advisors, LLC | 1,892 | $316.7K | 0.06% | −3,266−63.3% | Reduced |
| Sepio Capital, LP | 1,893 | $316.9K | 0.03% | +54+2.9% | Added |
| Safeguard Financial, LLC | 1,900 | $318.1K | 0.07% | −264−12.2% | Reduced |
| Novus Advisors, LLC | 1,900 | $318.1K | 0.32% | +100+5.6% | Added |
| Blue Rock Wealth Management LLC | 1,900 | $318.1K | 0.27% | +1,900 | New |
| Morling Financial Advisors, LLC | 1,901 | $318.3K | 0.11% | +1,901 | New |
| Waller Financial Planning Group, Inc | 1,904 | $318.8K | 0.09% | +685+56.2% | Added |
| Smallwood Wealth Investment Management, LLC | 1,905 | $319.0K | 0.20% | 00.0% | Unchanged |
| Uptown Financial Advisors LLC | 1,905 | $319.0K | 0.33% | +564+42.1% | Added |
| Redwood Financial Network Corp | 1,906 | $319.1K | 0.24% | +43+2.3% | Added |
| Arlington Capital Management, Inc. | 1,909 | $319.6K | 0.24% | −85−4.3% | Reduced |
| Binnacle Investments Inc | 1,910 | $319.8K | 0.23% | +1,910 | New |
| Instrumental Wealth, LLC | 1,664 | $319.9K | 0.29% | +292+21.3% | Added |
| Hobbs Wealth Management, LLC | 1,915 | $320.6K | 0.36% | −167−8.0% | Reduced |
| Seldon Capital LP | 1,920 | $321.5K | 0.20% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 1,928 | $322.8K | 0.21% | +1,928 | New |
| Ritter Daniher Financial Advisory LLC | 1,930 | $323.1K | 0.09% | −279−12.6% | Reduced |
| Pandora Wealth, Inc. | 1,930 | $323.1K | 0.21% | +1,930 | New |
| Activest Wealth Management | 1,932 | $323.5K | 0.09% | +896+86.5% | Added |
| Whipplewood Advisors, LLC | 1,823 | $324.0K | 0.19% | −236−11.5% | Reduced |
| River Wealth Advisors LLC | 1,939 | $324.6K | 0.05% | +87+4.7% | Added |
| New Jersey Better Educational Savings Trust | 1,940 | $324.8K | 0.63% | 00.0% | Unchanged |
| ACT Advisors, LLC. | 1,947 | $326.0K | 0.18% | +245+14.4% | Added |
| Centricity Wealth Management, LLC | 1,950 | $326.5K | 0.30% | −25−1.3% | Reduced |
| Maryland Capital Advisors Inc. | 1,950 | $326.5K | 0.14% | 00.0% | Unchanged |
| Brio Consultants, LLC | 1,950 | $326.5K | 0.05% | +206+11.8% | Added |
| Yarger Wealth Strategies, LLC | 1,955 | $327.4K | 0.19% | +142+7.8% | Added |
| Embree Financial Group | 1,959 | $327.9K | 0.05% | +235+13.6% | Added |
| Keebeck Alpha, LP | 1,959 | $328.0K | 0.38% | +1,959 | New |
| Martel Wealth Advisors Inc | 1,960 | $328.2K | 0.07% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,960 | $328.2K | 0.03% | +370+23.3% | Added |
| Wealthcare Capital Management LLC | 1,964 | $328.8K | 0.03% | +252+14.7% | Added |
| Tarbox Family Office, Inc. | 1,967 | $329.3K | 0.05% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 1,972 | $330.2K | 0.10% | 00.0% | Unchanged |
| Ergawealth Advisors, Inc. | 1,976 | $330.8K | 0.16% | −38−1.9% | Reduced |
| Radnor Capital Management, LLC | 1,975 | $331.0K | 0.06% | −45−2.2% | Reduced |
| Pioneer Trust Bank N A | 1,982 | $331.8K | 0.09% | 00.0% | Unchanged |
| Marest Capital, LLC | 1,983 | $332.1K | 0.28% | −2,556−56.3% | Reduced |
| Carson Advisory Inc. | 1,984 | $332.2K | 0.22% | +515+35.1% | Added |
| Vestia Personal Wealth Advisors | 1,988 | $332.8K | 0.26% | −454−18.6% | Reduced |
| Heritage Investment Group, Inc. | 1,991 | $333.4K | 0.06% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 1,996 | $334.2K | 0.17% | −26−1.3% | Reduced |
| Richards, Merrill & Peterson, Inc. | 1,998 | $334.5K | 0.17% | −83−4.0% | Reduced |
| Liberty Square Wealth Partners LLC | 2,000 | $334.9K | 0.13% | 00.0% | Unchanged |
| Valued Retirements, Inc. | 2,000 | $334.9K | 0.44% | 00.0% | Unchanged |
| Summit Partners Public Asset Management, LLC | 2,000 | $334.9K | 0.02% | +2,000 | New |