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 |
|---|---|---|---|---|---|
| Badgley Phelps Wealth Managers, LLC | 52,626 | $8.81M | 0.21% | +37,018+237.2% | Added |
| Goldstream Capital Management Ltd | 52,556 | $8.80M | 5.91% | −30,339−36.6% | Reduced |
| Avantax Planning Partners, Inc. | 52,524 | $8.79M | 0.31% | −2,828−5.1% | Reduced |
| Signet Financial Management, LLC | 52,341 | $8.76M | 1.18% | −643−1.2% | Reduced |
| Hamilton Capital Partners, LLC | 52,313 | $8.76M | 5.55% | +8,968+20.7% | Added |
| Clough Capital Partners L P | 52,295 | $8.76M | 1.10% | −38,790−42.6% | Reduced |
| Castleark Management LLC | 52,010 | $8.71M | 0.30% | −208,810−80.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 51,932 | $8.69M | 0.59% | +5,371+11.5% | Added |
| Monetary Management Group Inc | 51,375 | $8.60M | 2.32% | −1,435−2.7% | Reduced |
| Sandhill Capital Partners LLC | 51,084 | $8.55M | 0.70% | −424−0.8% | Reduced |
| Talbot Financial, LLC | 51,054 | $8.55M | 1.07% | −497−1.0% | Reduced |
| Inspire Trust Co, N.A. | 51,000 | $8.54M | 2.03% | +11,600+29.4% | Added |
| Sound View Wealth Advisors Group, LLC | 50,996 | $8.54M | 0.70% | −1,592−3.0% | Reduced |
| Mather Group, LLC. | 50,737 | $8.49M | 0.10% | +3,128+6.6% | Added |
| Independent Solutions Wealth Management, LLC | 50,246 | $8.41M | 1.88% | −894−1.7% | Reduced |
| Brookstone Capital Management | 49,919 | $8.36M | 0.12% | +10,912+28.0% | Added |
| German American Bancorp, Inc. | 49,797 | $8.34M | 0.90% | +44,968+931.2% | Added |
| JPL Wealth Management, LLC | 49,777 | $8.33M | 2.38% | −8,325−14.3% | Reduced |
| EFG Asset Management (North America) Corp. | 49,672 | $8.32M | 1.38% | −3,761−7.0% | Reduced |
| NorthRock Partners, LLC | 49,638 | $8.31M | 0.28% | +440+0.9% | Added |
| L & S Advisors Inc | 49,469 | $8.28M | 1.02% | −18,106−26.8% | Reduced |
| PFG Advisors | 49,421 | $8.27M | 0.46% | +12,160+32.6% | Added |
| Equitable Trust Co | 49,369 | $8.27M | 0.46% | +10,497+27.0% | Added |
| AMJ Financial Wealth Management | 49,236 | $8.24M | 2.47% | −6,620−11.9% | Reduced |
| Beck Capital Management, LLC | 49,165 | $8.23M | 2.42% | −865−1.7% | Reduced |
| RDA Financial Network | 49,072 | $8.22M | 2.45% | −2,504−4.9% | Reduced |
| CTF Capital Management, LP | 48,950 | $8.20M | 5.95% | −21,050−30.1% | Reduced |
| Rossmore Private Capital | 48,796 | $8.17M | 1.01% | +757+1.6% | Added |
| Flagship Harbor Advisors, LLC | 48,789 | $8.17M | 0.43% | +3,407+7.5% | Added |
| EFG Asset Management (Americas) Corp. | 48,428 | $8.11M | 1.64% | +28,121+138.5% | Added |
| Morningstar Investment Management LLC | 48,398 | $8.10M | 0.69% | +46,818+2,963.2% | Added |
| Prosperity Consulting Group, LLC | 48,358 | $8.10M | 0.63% | +4,870+11.2% | Added |
| Horan Capital Advisors, LLC. | 48,293 | $8.09M | 2.73% | −158−0.3% | Reduced |
| Cambridge Financial Group, Inc. | 48,194 | $8.07M | 3.50% | −9,665−16.7% | Reduced |
| Westmount Partners, LLC | 48,186 | $8.07M | 2.46% | −233−0.5% | Reduced |
| Strategic Global Advisors, LLC | 48,069 | $8.05M | 1.59% | −439−0.9% | Reduced |
| Hiddenite Capital Partners LP | 47,970 | $8.03M | 6.70% | +10,000+26.3% | Added |
| Confluence Wealth Services, Inc. | 45,269 | $8.01M | 0.50% | +4,119+10.0% | Added |
| Mystic Asset Management, Inc. | 47,790 | $8.00M | 2.11% | −605−1.3% | Reduced |
| Payden & Rygel | 47,400 | $7.94M | 0.68% | +30,200+175.6% | Added |
| Jamison Private Wealth Management, Inc. | 47,379 | $7.93M | 1.21% | −366−0.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 47,189 | $7.90M | 0.12% | −130−0.3% | Reduced |
| Sanders Morris Harris LLC | 46,850 | $7.89M | 1.22% | +26,000+124.7% | Added |
| J.W. Cole Advisors, Inc. | 46,902 | $7.85M | 0.24% | +10,194+27.8% | Added |
| Checchi Capital Advisers, LLC | 46,895 | $7.85M | 0.56% | +255+0.5% | Added |
| Bearing Point Capital, LLC | 46,848 | $7.84M | 1.67% | −4,426−8.6% | Reduced |
| RFG Advisory, LLC | 46,773 | $7.83M | 0.21% | −820−1.7% | Reduced |
| Prelude Capital Management, LLC | 46,744 | $7.83M | 0.79% | +14,162+43.5% | Added |
| Community Bank, N.A. | 46,056 | $7.71M | 1.03% | −3,362−6.8% | Reduced |
| Cigna Investments Inc | 46,023 | $7.71M | 1.44% | −423−0.9% | Reduced |
| Berry Wealth Group, LP | 45,927 | $7.69M | 6.02% | −1,447−3.1% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 45,799 | $7.67M | 0.71% | +26,599+138.5% | Added |
| Fortis Capital Management LLC | 45,689 | $7.65M | 1.49% | −770−1.7% | Reduced |
| Interval Partners, LP | 45,507 | $7.62M | 0.27% | +41,684+1,090.3% | Added |
| Moneta Group Investment Advisors LLC | 45,406 | $7.60M | 0.10% | −67−0.1% | Reduced |
| Wealthcare Advisory Partners LLC | 45,398 | $7.60M | 0.20% | +1,938+4.5% | Added |
| Financial Advisory Service, Inc. | 45,390 | $7.60M | 0.62% | −1,641−3.5% | Reduced |
| James Investment Research Inc | 45,313 | $7.59M | 0.96% | −8,303−15.5% | Reduced |
| Greenwood Gearhart Inc | 45,296 | $7.58M | 0.52% | −60−0.1% | Reduced |
| Rathbone Brothers plc | 45,254 | $7.58M | 0.04% | −1,610−3.4% | Reduced |
| Private Trust Co NA | 45,217 | $7.57M | 0.78% | +1,473+3.4% | Added |
| Capital Investment Advisory Services, LLC | 45,209 | $7.57M | 0.68% | +2,847+6.7% | Added |
| Waterloo Capital, L.P. | 45,181 | $7.56M | 0.70% | −1,289−2.8% | Reduced |
| Schear Investment Advisers, LLC | 45,086 | $7.55M | 4.35% | +4,472+11.0% | Added |
| MMBG Investment Advisors Co. | 44,816 | $7.50M | 0.85% | +4,168+10.3% | Added |
| Parr McKnight Wealth Management Group, LLC | 44,794 | $7.50M | 1.08% | +5,864+15.1% | Added |
| Banque Transatlantique SA | 44,619 | $7.47M | 0.23% | +16,622+59.4% | Added |
| Rothschild Investment LLC | 44,598 | $7.47M | 0.50% | −1,542−3.3% | Reduced |
| Hohimer Wealth Management, LLC | 44,598 | $7.47M | 1.45% | −1,938−4.2% | Reduced |
| Westwood Holdings Group Inc. | 44,534 | $7.46M | 0.06% | −7,439−14.3% | Reduced |
| Ingalls & Snyder LLC | 44,409 | $7.43M | 0.25% | +3,785+9.3% | Added |
| Clean Yield Group | 44,266 | $7.41M | 2.41% | +588+1.3% | Added |
| SCS Capital Management LLC | 44,250 | $7.41M | 0.09% | +44,250 | New |
| Cramer Rosenthal McGlynn LLC | 44,099 | $7.38M | 0.53% | −32,782−42.6% | Reduced |
| Evercore Wealth Management, LLC | 44,024 | $7.37M | 0.12% | −173−0.4% | Reduced |
| Doheny Asset Management | 43,978 | $7.36M | 5.77% | +58+0.1% | Added |
| VestGen Advisors, LLC | 43,851 | $7.34M | 0.33% | +43,851 | New |
| Rockline Wealth Management, LLC | 43,809 | $7.33M | 2.04% | +17,904+69.1% | Added |
| Royal Fund Management, LLC | 43,566 | $7.30M | 0.87% | −767−1.7% | Reduced |
| Brady Family Wealth, LLC | 43,617 | $7.30M | 2.34% | −1,029−2.3% | Reduced |
| Purus Wealth Management, LLC | 43,580 | $7.30M | 3.10% | +393+0.9% | Added |
| Tounjian Advisory Partners, LLC | 43,566 | $7.29M | 1.37% | +43,566 | New |
| Azzad Asset Management Inc | 43,438 | $7.27M | 0.86% | +6,038+16.1% | Added |
| Diversify Wealth Management, LLC | 38,016 | $7.27M | 0.54% | +2,016+5.6% | Added |
| Midwest Professional Planners, LTD. | 43,322 | $7.25M | 2.26% | −5,636−11.5% | Reduced |
| Soltis Investment Advisors LLC | 43,261 | $7.24M | 0.65% | +694+1.6% | Added |
| Wealthspire Advisors, LLC | 43,162 | $7.23M | 0.04% | +1,654+4.0% | Added |
| Smartleaf Asset Management LLC | 42,628 | $7.21M | 0.70% | −236−0.6% | Reduced |
| Peterson Wealth Services | 42,995 | $7.20M | 2.23% | −13,092−23.3% | Reduced |
| Avestar Capital, LLC | 42,866 | $7.18M | 0.68% | +6,816+18.9% | Added |
| Baker Ellis Asset Management LLC | 42,855 | $7.18M | 1.04% | −1,245−2.8% | Reduced |
| Quantbot Technologies LP | 42,728 | $7.15M | 0.23% | +19,008+80.1% | Added |
| Argonautica Private Wealth Management, Inc | 42,660 | $7.14M | 2.45% | −364−0.8% | Reduced |
| Impact Asset Management GmbH | 42,510 | $7.12M | 2.79% | −10,300−19.5% | Reduced |
| Cavalier Investments, LLC | 42,337 | $7.09M | 2.41% | +40,003+1,713.9% | Added |
| FORA Capital, LLC | 42,305 | $7.08M | 0.72% | +42,305 | New |
| Mattern Capital Management, LLC | 42,242 | $7.07M | 0.90% | −4,554−9.7% | Reduced |
| Kennedy Capital Management, Inc. | 42,201 | $7.07M | 0.17% | −4,625−9.9% | Reduced |
| Stonebrook Private Inc. | 42,166 | $7.06M | 1.84% | +784+1.9% | Added |
| Quantum Private Wealth, LLC | 42,102 | $7.05M | 2.67% | −1,753−4.0% | Reduced |