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 |
|---|---|---|---|---|---|
| TrueWealth Advisors, LLC | 2,001 | $335.0K | 0.11% | −72−3.5% | Reduced |
| Farmers Trust Co | 2,005 | $335.7K | 0.06% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 2,007 | $336.0K | 0.12% | −247−11.0% | Reduced |
| Mechanics Financial Corp | 2,008 | $336.2K | 0.15% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 2,008 | $336.2K | 0.03% | −70−3.4% | Reduced |
| Legacy Financial Strategies, LLC | 2,013 | $337.1K | 0.07% | +378+23.1% | Added |
| Blalock Williams, LLC | 2,015 | $337.4K | 0.38% | +103+5.4% | Added |
| TFG Advisers LLC | 2,019 | $338.1K | 0.12% | +755+59.7% | Added |
| White Lighthouse Investment Management Inc. | 2,026 | $339.3K | 0.06% | −335−14.2% | Reduced |
| Uhlmann Price Securities, LLC | 2,029 | $339.7K | 0.25% | +8+0.4% | Added |
| NWF Advisory Services Inc. | 2,030 | $339.9K | 0.05% | −145−6.7% | Reduced |
| Northwest Financial Advisors | 2,031 | $340.0K | 0.28% | +837+70.1% | Added |
| Riverwater Partners LLC | 2,044 | $342.2K | 0.18% | +643+45.9% | Added |
| WNY Asset Management, LLC | 2,053 | $343.8K | 0.04% | +542+35.9% | Added |
| Avion Wealth | 1,484 | $344.0K | 0.09% | 00.0% | Unchanged |
| Exchange Bank | 2,059 | $344.7K | 0.28% | 00.0% | Unchanged |
| Kingsman Wealth Management, Inc. | 2,060 | $344.8K | 0.25% | +2,060 | New |
| Pasadena Private Wealth, LLC | 2,060 | $344.9K | 0.07% | −9−0.4% | Reduced |
| First Nebraska Trust Co | 2,060 | $344.9K | 0.03% | 00.0% | Unchanged |
| Byrne Financial Freedom, LLC | 2,061 | $345.0K | 0.20% | +452+28.1% | Added |
| Bank of Nova Scotia Trust Co | 2,068 | $346.2K | 0.04% | +144+7.5% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 2,067 | $346.4K | 0.24% | +2,067 | New |
| B.O.S.S. Retirement Advisors, LLC | 2,070 | $346.6K | 0.10% | +109+5.6% | Added |
| Investment Advisory Services Inc | 2,076 | $347.6K | 0.13% | +447+27.4% | Added |
| Warther Private Wealth, LLC | 2,089 | $349.8K | 0.12% | −8,111−79.5% | Reduced |
| Sierra Ocean, LLC | 2,089 | $349.9K | 0.28% | +299+16.7% | Added |
| New England Professional Planning Group Inc. | 2,090 | $349.9K | 0.17% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 2,091 | $350.0K | 0.04% | +43+2.1% | Added |
| Bristlecone Advisors, LLC | 2,091 | $350.1K | 0.03% | −259−11.0% | Reduced |
| Chiron Capital Management, LLC | 2,092 | $350.3K | 0.32% | +110+5.5% | Added |
| Ehrlich Financial Group | 2,093 | $350.4K | 0.26% | −180−7.9% | Reduced |
| Opal Wealth Advisors, LLC | 2,098 | $351.2K | 0.11% | −266−11.3% | Reduced |
| Beta Wealth Group, Inc. | 2,098 | $351.3K | 0.13% | 00.0% | Unchanged |
| BIP Alliance, LLC | 2,101 | $351.8K | 0.15% | +76+3.8% | Added |
| First Dallas Securities Inc. | 2,100 | $352.0K | 0.15% | 00.0% | Unchanged |
| High Note Wealth, LLC | 2,104 | $352.3K | 0.09% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 2,105 | $352.4K | 0.32% | +250+13.5% | Added |
| TCTC Holdings, LLC | 2,107 | $352.8K | 0.01% | +67+3.3% | Added |
| Peoples Bank | 2,108 | $352.9K | 0.23% | −442−17.3% | Reduced |
| Duncan Williams Asset Management, LLC | 2,109 | $353.1K | 0.13% | +10.0% | Added |
| Roberts Wealth Advisors, LLC | 2,115 | $354.1K | 0.11% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 2,120 | $355.0K | 0.09% | 00.0% | Unchanged |
| GQG Partners LLC | 2,121 | $355.1K | 0.00% | −10,211,039−100.0% | Reduced |
| Jackson Hole Capital Partners, LLC | 2,122 | $355.3K | 0.07% | −276−11.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 2,130 | $356.6K | 0.03% | +50+2.4% | Added |
| Clark Asset Management, LLC | 2,131 | $356.8K | 0.06% | +536+33.6% | Added |
| Pinnacle Bancorp, Inc. | 2,132 | $357.0K | 0.12% | +312+17.1% | Added |
| Cannon Wealth Management Services, LLC | 1,743 | $357.0K | 0.32% | +451+34.9% | Added |
| Old Mission Investment Co LLC | 2,135 | $357.4K | 0.11% | −41−1.9% | Reduced |
| Hexagon Capital Partners LLC | 2,136 | $357.6K | 0.07% | +187+9.6% | Added |
| Vienna Asset Management LLC | 2,138 | $357.9K | 0.28% | −1,417−39.9% | Reduced |
| Nicollet Investment Management, Inc. | 2,136 | $358.0K | 0.13% | +205+10.6% | Added |
| Integrity Wealth Solutions LLC | 2,142 | $358.6K | 0.19% | +21+1.0% | Added |
| Independence Financial Advisors, LLC | 2,145 | $359.1K | 0.14% | +2,145 | New |
| EntryPoint Capital, LLC | 2,147 | $359.5K | 0.16% | −52−2.4% | Reduced |
| Global Value Investment Corp. | 2,150 | $360.0K | 0.47% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 2,159 | $361.6K | 0.24% | +832+62.7% | Added |
| Albert D Mason Inc | 2,170 | $363.3K | 0.25% | +331+18.0% | Added |
| Manske Wealth Management | 2,174 | $364.0K | 0.14% | +639+41.6% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 2,178 | $364.7K | 0.12% | +893+69.5% | Added |
| Waverton Investment Management Ltd | 2,180 | $365.1K | 0.01% | 00.0% | Unchanged |
| Innovator Capital Management, LLC | 2,182 | $365.3K | 6.83% | +326+17.6% | Added |
| Advanced Portfolio Management, LLC | 2,182 | $365.3K | 0.74% | +2,182 | New |
| Midwest Financial Group LLC | 2,185 | $365.8K | 0.21% | −39−1.8% | Reduced |
| VanderPol Investments L.L.C. | 2,185 | $365.8K | 0.77% | −14−0.6% | Reduced |
| Harbour Trust & Investment Management Co | 2,185 | $365.8K | 0.04% | +333+18.0% | Added |
| Summit Global Investments | 2,191 | $367.0K | 0.03% | +44+2.0% | Added |
| Long Island Wealth Management, Inc. | 2,192 | $367.0K | 0.22% | +2,192 | New |
| Swan Global Investments, LLC | 2,197 | $367.8K | 0.02% | +681+44.9% | Added |
| Panoramic Investment Advisors, LLC | 2,199 | $368.2K | 0.25% | +2,199 | New |
| Hemenway Trust Co LLC | 2,200 | $368.3K | 0.03% | −120−5.2% | Reduced |
| Tandem Wealth Advisors LLC | 2,203 | $368.8K | 0.19% | −1,412−39.1% | Reduced |
| Mayfair Advisory Group, LLC | 2,209 | $369.8K | 0.21% | −192−8.0% | Reduced |
| Stansberry Asset Management, LLC | 2,210 | $370.0K | 0.04% | 00.0% | Unchanged |
| Golden Road Advisors LLC | 2,212 | $370.4K | 0.29% | −52−2.3% | Reduced |
| Triumph Capital Management | 2,215 | $370.9K | 0.12% | +2,215 | New |
| Navis Wealth Advisors, LLC | 2,216 | $371.0K | 0.36% | −67−2.9% | Reduced |
| Whitener Capital Management, Inc. | 2,218 | $371.4K | 0.11% | +1,014+84.2% | Added |
| Eagle Strategies LLC | 2,219 | $371.5K | 0.06% | −28−1.2% | Reduced |
| FMB Wealth Management | 2,222 | $372.0K | 0.21% | −19−0.8% | Reduced |
| Guardian Financial Partners, LLC | 2,223 | $372.2K | 0.18% | +756+51.5% | Added |
| IMZ Advisory Inc | 2,225 | $372.6K | 0.17% | −447−16.7% | Reduced |
| Exchange Capital Management, Inc. | 2,239 | $374.9K | 0.06% | +167+8.1% | Added |
| Etesian Wealth Advisors, Inc. | 2,244 | $375.7K | 0.16% | +25+1.1% | Added |
| Legacy Trust | 2,244 | $375.7K | 0.09% | +830+58.7% | Added |
| JBR Co Financial Management Inc | 2,249 | $376.6K | 0.22% | +312+16.1% | Added |
| Eagle Bay Advisors LLC | 2,250 | $376.7K | 0.32% | −43−1.9% | Reduced |
| Western Pacific Wealth Management, LP | 2,251 | $376.9K | 0.34% | +1,146+103.7% | Added |
| Crestmont Private Wealth LLC | 2,253 | $377.2K | 0.16% | +31+1.4% | Added |
| TFC Financial Management | 2,254 | $377.3K | 0.06% | +61+2.8% | Added |
| BBR Partners, LLC | 2,257 | $377.9K | 0.03% | +87+4.0% | Added |
| Cathy Pareto & Associates, Inc | 2,257 | $378.0K | 0.33% | −23−1.0% | Reduced |
| Collective Family Office LLC | 2,259 | $378.2K | 0.10% | −751−25.0% | Reduced |
| Anb Bank | 2,260 | $378.4K | 0.17% | +76+3.5% | Added |
| HHM Wealth Advisors, LLC | 2,260 | $378.4K | 0.05% | +570+33.7% | Added |
| Argent Advisors, Inc. | 2,261 | $378.6K | 0.13% | +2,261 | New |
| Independent Wealth Network Inc. | 2,270 | $380.1K | 0.15% | −94−4.0% | Reduced |
| Partners Wealth Management, LLC | 2,276 | $381.1K | 0.43% | −433−16.0% | Reduced |
| Baron Wealth Management LLC | 2,278 | $381.3K | 0.17% | +396+21.0% | Added |
| Disciplined Investors, L.L.C. | 2,282 | $382.0K | 0.34% | −512−18.3% | Reduced |