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 |
|---|---|---|---|---|---|
| Davis R M Inc | 15,428 | $2.58M | 0.05% | +789+5.4% | Added |
| Sabal Trust CO | 15,418 | $2.58M | 0.14% | +6,728+77.4% | Added |
| Catherine Avery Investment Management LLC | 15,406 | $2.58M | 2.31% | −5,560−26.5% | Reduced |
| Precision Wealth Strategies, LLC | 15,387 | $2.58M | 1.97% | +2,680+21.1% | Added |
| Clare Market Investments LLC | 15,373 | $2.57M | 0.68% | +4,403+40.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 15,367 | $2.57M | 0.35% | +1,119+7.9% | Added |
| Chesapeake Wealth Management | 15,285 | $2.56M | 0.91% | −862−5.3% | Reduced |
| Lighthouse Investment Partners, LLC | 15,253 | $2.55M | 0.12% | +7,724+102.6% | Added |
| Fox Run Management, L.L.C. | 15,220 | $2.55M | 0.39% | +15,220 | New |
| Dudley Capital Management, LLC | 15,196 | $2.54M | 1.35% | +3,126+25.9% | Added |
| Tritonpoint Wealth, LLC | 15,194 | $2.54M | 0.24% | +908+6.4% | Added |
| Moss Adams Wealth Advisors LLC | 15,182 | $2.54M | 0.27% | −592−3.8% | Reduced |
| Ogorek Anthony Joseph | 15,142 | $2.54M | 0.83% | +371+2.5% | Added |
| Dynamic Technology Lab Private Ltd | 15,122 | $2.53M | 0.37% | +15,122 | New |
| Canton Hathaway, LLC | 15,110 | $2.53M | 0.51% | +15,000+13,636.4% | Added |
| Heartland Bank & Trust Co | 15,046 | $2.52M | 1.29% | −2,089−12.2% | Reduced |
| Ausdal Financial Partners, Inc. | 15,044 | $2.52M | 0.19% | +7,402+96.9% | Added |
| Jefferies Financial Group Inc. | 14,971 | $2.51M | 0.04% | −117,044−88.7% | Reduced |
| Smithfield Trust Co | 15,008 | $2.50M | 0.13% | −182−1.2% | Reduced |
| Neo Ivy Capital Management | 14,952 | $2.50M | 0.80% | +8,805+143.2% | Added |
| HMS Capital Management, LLC | 16,186 | $2.49M | 1.38% | −14,883−47.9% | Reduced |
| Legacy Financial Advisors, Inc. | 14,893 | $2.49M | 0.42% | −678−4.4% | Reduced |
| HBW Advisory Services LLC | 14,867 | $2.49M | 0.35% | −15,414−50.9% | Reduced |
| Saxon Interests, Inc. | 14,837 | $2.48M | 1.16% | +335+2.3% | Added |
| Wellington Shields & Co., LLC | 14,828 | $2.48M | 0.78% | −300−2.0% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 14,828 | $2.48M | 1.13% | +2,442+19.7% | Added |
| CapitalatWork S.A. | 14,800 | $2.48M | 0.08% | +14,800 | New |
| Central Bank & Trust Co | 14,782 | $2.47M | 0.41% | +4,306+41.1% | Added |
| Parisi Gray Wealth Management | 14,781 | $2.47M | 0.81% | +2,628+21.6% | Added |
| Bard Financial Services, Inc. | 14,775 | $2.47M | 0.30% | −1,375−8.5% | Reduced |
| Sendero Wealth Management, LLC | 14,749 | $2.47M | 0.34% | +12,713+624.4% | Added |
| CWM Advisors, LLC | 14,740 | $2.47M | 0.29% | −2,865−16.3% | Reduced |
| Fiduciary Family Office, LLC | 14,715 | $2.46M | 0.82% | +14,715 | New |
| BSW Wealth Partners | 14,672 | $2.46M | 0.37% | −383−2.5% | Reduced |
| Magnolia Capital Advisors LLC | 14,663 | $2.46M | 0.67% | −602−3.9% | Reduced |
| Drive Wealth Management, LLC | 14,566 | $2.44M | 0.57% | +682+4.9% | Added |
| VCI Wealth Management LLC | 14,557 | $2.44M | 1.02% | −3,001−17.1% | Reduced |
| Nikulski Financial, Inc. | 14,503 | $2.43M | 0.73% | −522−3.5% | Reduced |
| Paradigm Asset Management Co LLC | 14,500 | $2.43M | 0.65% | 00.0% | Unchanged |
| NCP Inc. | 14,490 | $2.43M | 3.27% | +1,932+15.4% | Added |
| Raab & Moskowitz Asset Management LLC | 14,471 | $2.42M | 0.61% | +347+2.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 14,462 | $2.42M | 0.61% | −30−0.2% | Reduced |
| Colonial River Wealth Management, LLC | 14,425 | $2.42M | 1.33% | +561+4.0% | Added |
| Cutter & CO Brokerage, Inc. | 14,416 | $2.41M | 0.57% | −1,684−10.5% | Reduced |
| Balboa Wealth Partners | 14,380 | $2.41M | 0.58% | +3,117+27.7% | Added |
| Navellier & Associates Inc | 11,964 | $2.40M | 0.33% | −6,522−35.3% | Reduced |
| Aspen Grove Capital, LLC | 14,312 | $2.40M | 0.46% | +133+0.9% | Added |
| Stoneridge Investment Partners LLC | 14,310 | $2.40M | 2.02% | −16,387−53.4% | Reduced |
| Mendel Money Management | 14,295 | $2.39M | 1.13% | +390+2.8% | Added |
| Fjell Capital, LLC | 14,278 | $2.39M | 2.42% | +3,991+38.8% | Added |
| Shared Vision Wealth Group LLC | 14,263 | $2.39M | 1.30% | −1,631−10.3% | Reduced |
| Cornerstone Wealth Management, LLC | 14,257 | $2.39M | 0.16% | +4,179+41.5% | Added |
| Chapin Davis, Inc. | 14,218 | $2.38M | 0.81% | −1,195−7.8% | Reduced |
| Quent Capital, LLC | 14,213 | $2.38M | 0.25% | +612+4.5% | Added |
| Wealth Effects LLC | 14,192 | $2.38M | 1.00% | −307−2.1% | Reduced |
| Howard Financial Services, Ltd. | 14,192 | $2.38M | 0.32% | +736+5.5% | Added |
| Talon Private Wealth, LLC | 13,833 | $2.38M | 0.32% | +11,485+489.1% | Added |
| Henderson Brothers Financial Partners, LLC | 6,841 | $2.37M | 1.19% | +6,841 | New |
| Money Concepts Capital Corp | 14,079 | $2.36M | 0.18% | +981+7.5% | Added |
| Phoenix Wealth Advisors | 14,034 | $2.35M | 1.02% | −3,494−19.9% | Reduced |
| AdvisorNet Financial, Inc | 14,033 | $2.35M | 0.17% | −1,901−11.9% | Reduced |
| Roberts Capital Advisors, LLC | 13,990 | $2.34M | 2.05% | 00.0% | Unchanged |
| Madden Securities Corp | 13,975 | $2.34M | 0.91% | +7,532+116.9% | Added |
| Worth Asset Management, LLC | 13,915 | $2.33M | 1.27% | +11,616+505.3% | Added |
| Intrua Financial, LLC | 13,915 | $2.33M | 0.36% | −394−2.8% | Reduced |
| Triad Wealth Partners, LLC | 13,863 | $2.32M | 0.72% | +4,145+42.7% | Added |
| MCF Advisors LLC | 13,842 | $2.32M | 0.17% | −197−1.4% | Reduced |
| KPP Advisory Services LLC | 13,826 | $2.31M | 0.44% | +7,827+130.5% | Added |
| Capital Advisors Wealth Management, LLC | 13,826 | $2.31M | 0.41% | −3,067−18.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 13,807 | $2.31M | 0.31% | +530+4.0% | Added |
| Optimum Investment Advisors | 13,787 | $2.31M | 1.09% | +268+2.0% | Added |
| J.Safra Asset Management Corp | 13,785 | $2.31M | 0.19% | +5,674+70.0% | Added |
| Lederer & Associates Investment Counsel | 13,757 | $2.30M | 1.69% | +645+4.9% | Added |
| Cookson Peirce & Co Inc | 13,752 | $2.30M | 0.12% | +2,685+24.3% | Added |
| Investor's Fiduciary Advisor Network, LLC | 13,692 | $2.29M | 1.08% | −2,137−13.5% | Reduced |
| Alpine Bank Wealth Management | 13,673 | $2.29M | 0.37% | +13,673 | New |
| Kane Investment Management, Inc. | 13,673 | $2.29M | 1.11% | +2,253+19.7% | Added |
| Matrix Trust Co | 13,653 | $2.29M | 0.39% | +351+2.6% | Added |
| G&S Capital LLC | 13,563 | $2.27M | 0.96% | −200−1.5% | Reduced |
| SlateStone Wealth, LLC | 13,550 | $2.27M | 0.23% | −282−2.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 12,983 | $2.27M | 1.63% | +1,174+9.9% | Added |
| Doliver Advisors, LP | 13,533 | $2.27M | 0.64% | +93+0.7% | Added |
| Bolthouse Investments, LLC | 13,512 | $2.26M | 2.36% | −1,868−12.1% | Reduced |
| West Paces Advisors Inc. | 13,501 | $2.26M | 0.51% | −2,493−15.6% | Reduced |
| AlphaCore Capital LLC | 13,447 | $2.25M | 0.19% | +5,052+60.2% | Added |
| Woodard & Co Asset Management Group Inc | 13,405 | $2.24M | 0.47% | +1,453+12.2% | Added |
| Greenwich Wealth Management LLC | 13,384 | $2.24M | 0.17% | −1,255−8.6% | Reduced |
| Murphy & Mullick Capital Management Corp | 13,374 | $2.24M | 2.17% | −33−0.2% | Reduced |
| Cypress Capital, LLC | 13,368 | $2.24M | 0.65% | +536+4.2% | Added |
| SWP Investment Management LLC | 13,360 | $2.24M | 2.79% | +13,360 | New |
| OV Management LLC | 13,348 | $2.23M | 1.05% | −95−0.7% | Reduced |
| Hanson & Doremus Investment Management | 13,330 | $2.23M | 0.33% | +12,970+3,602.8% | Added |
| Ramirez Asset Management, Inc. | 13,322 | $2.23M | 0.46% | +5,892+79.3% | Added |
| 1 North Wealth Services LLC | 13,304 | $2.23M | 1.03% | −1,110−7.7% | Reduced |
| Hartford Financial Management Inc. | 13,297 | $2.23M | 0.46% | −25−0.2% | Reduced |
| Snider Financial Group | 13,292 | $2.23M | 0.72% | +2,783+26.5% | Added |
| Fountainhead AM, LLC | 13,270 | $2.22M | 0.36% | +2,578+24.1% | Added |
| Jeppson Wealth Management, LLC | 13,241 | $2.22M | 0.81% | +599+4.7% | Added |
| Principal Street Partners, LLC | 13,238 | $2.22M | 0.41% | −1,083−7.6% | Reduced |
| First Foundation Advisors | 13,216 | $2.21M | 0.09% | −2,602−16.4% | Reduced |