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 |
|---|---|---|---|---|---|
| Kadensa Capital Ltd | 185,293 | $31.0M | 3.85% | +185,293 | New |
| Oak Associates, Ltd | 185,042 | $31.0M | 2.32% | +7,202+4.0% | Added |
| Steel Peak Wealth Management LLC | 184,915 | $31.0M | 1.32% | +24,239+15.1% | Added |
| Kirr Marbach & Co LLC | 184,913 | $31.0M | 7.18% | +283+0.2% | Added |
| Americana Partners, LLC | 184,136 | $30.8M | 1.20% | +1,519+0.8% | Added |
| Penobscot Investment Management Company, Inc. | 183,055 | $30.6M | 2.88% | −2,725−1.5% | Reduced |
| Sterling Capital Management LLC | 181,823 | $30.4M | 0.47% | −12,065−6.2% | Reduced |
| Cumberland Partners Ltd | 181,098 | $30.3M | 2.34% | +14,668+8.8% | Added |
| Burney Co | 180,601 | $30.2M | 1.10% | −7,758−4.1% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 180,216 | $30.2M | 0.88% | +774+0.4% | Added |
| Tree Line Advisors (Hong Kong) Ltd. | 180,000 | $30.1M | 7.52% | −115,000−39.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 179,551 | $30.1M | 1.73% | +61,391+52.0% | Added |
| Allianz SE | 179,437 | $30.0M | 0.80% | +1,348+0.8% | Added |
| Howe & Rusling Inc | 178,490 | $29.9M | 2.51% | −22,064−11.0% | Reduced |
| Senator Investment Group LP | 177,737 | $29.8M | 1.58% | +177,737 | New |
| Cohen Klingenstein LLC | 177,555 | $29.7M | 1.08% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 177,136 | $29.7M | 0.72% | +86,492+95.4% | Added |
| Gradient Investments LLC | 176,792 | $29.6M | 0.60% | +7,881+4.7% | Added |
| Jacobs Levy Equity Management, Inc | 176,099 | $29.5M | 0.12% | −189,593−51.8% | Reduced |
| Jackson Wealth Management, LLC | 175,816 | $29.4M | 3.58% | −5,398−3.0% | Reduced |
| Capital Advisors Inc | 175,346 | $29.4M | 0.58% | −15,087−7.9% | Reduced |
| Renaissance Group LLC | 174,333 | $29.2M | 1.29% | −56,360−24.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 174,207 | $29.2M | 2.68% | −1,234−0.7% | Reduced |
| Welch & Forbes LLC | 174,158 | $29.2M | 0.38% | +32,685+23.1% | Added |
| ExodusPoint Capital Management, LP | 173,902 | $29.1M | 0.38% | −255,718−59.5% | Reduced |
| Addenda Capital Inc. | 173,688 | $29.1M | 1.08% | −37,692−17.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 173,520 | $29.1M | 2.50% | −3,117−1.8% | Reduced |
| Calamos Wealth Management LLC | 172,751 | $28.9M | 1.44% | +7,887+4.8% | Added |
| Snowden Capital Advisors LLC | 172,604 | $28.9M | 0.92% | +3,127+1.8% | Added |
| Cornerstone Advisors, LLC | 172,400 | $28.9M | 1.24% | +4,300+2.6% | Added |
| Chilton Capital Management LLC | 172,104 | $28.8M | 1.25% | +161,003+1,450.3% | Added |
| Benchstone Capital Management LP | 171,818 | $28.8M | 3.06% | +171,818 | New |
| Transform Wealth, LLC | 170,848 | $28.6M | 1.73% | −11,124−6.1% | Reduced |
| Citizens Financial Group Inc | 170,524 | $28.6M | 0.56% | +54,563+47.1% | Added |
| Cypress Funds LLC | 169,111 | $28.3M | 3.94% | 00.0% | Unchanged |
| Shell Asset Management Co | 169,017 | $28.3M | 1.34% | −1,881−1.1% | Reduced |
| Godsey & Gibb Associates | 167,410 | $28.0M | 2.75% | −8,167−4.7% | Reduced |
| China Universal Asset Management Co., Ltd. | 167,320 | $28.0M | 2.61% | +21,726+14.9% | Added |
| Spears Abacus Advisors LLC | 165,891 | $27.8M | 0.60% | −39,650−19.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 165,256 | $27.7M | 0.07% | +6,467+4.1% | Added |
| ARS Wealth Advisors Group, LLC | 165,198 | $27.7M | 3.91% | −6,452−3.8% | Reduced |
| Annex Advisory Services, LLC | 163,248 | $27.3M | 0.78% | +124,583+322.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 161,788 | $27.2M | 0.36% | +82,206+103.3% | Added |
| Phoenix Holdings Ltd. | 160,549 | $26.9M | 0.41% | −41,259−20.4% | Reduced |
| Stony Point Capital LLC | 160,766 | $26.9M | 2.91% | +103,568+181.1% | Added |
| Triglav Skladi, D.O.O. | 160,569 | $26.9M | 2.27% | +33,907+26.8% | Added |
| Park Avenue Securities LLC | 160,041 | $26.8M | 0.33% | +9,733+6.5% | Added |
| Perfromance Wealth Partners, LLC | 158,936 | $26.6M | 0.95% | +22,007+16.1% | Added |
| Boston Common Asset Management, LLC | 158,900 | $26.6M | 0.81% | −27,348−14.7% | Reduced |
| Pensionmark Financial Group, LLC | 158,084 | $26.5M | 0.69% | +4,461+2.9% | Added |
| Linscomb & Williams, Inc. | 158,019 | $26.5M | 1.32% | −5,675−3.5% | Reduced |
| Rheos Capital Works Inc. | 158,000 | $26.5M | 2.15% | +16,000+11.3% | Added |
| Atlantic Union Bankshares Corp | 157,704 | $26.4M | 1.60% | −1,362−0.9% | Reduced |
| Bleakley Financial Group, LLC | 157,120 | $26.3M | 0.84% | +13,682+9.5% | Added |
| Stonegate Investment Group, LLC | 156,116 | $26.1M | 0.70% | −1,353−0.9% | Reduced |
| TruWealth Advisors, LLC | 155,674 | $26.1M | 1.58% | −1,773−1.1% | Reduced |
| Alerus Financial NA | 155,842 | $26.1M | 2.09% | −13,834−8.2% | Reduced |
| Longbow Finance SA | 155,818 | $26.1M | 3.13% | +30,444+24.3% | Added |
| Carmel Capital Management L.L.C. | 155,730 | $26.1M | 10.59% | −11,845−7.1% | Reduced |
| Concurrent Investment Advisors, LLC | 154,261 | $25.8M | 0.63% | +9,957+6.9% | Added |
| Allstate Corp | 153,346 | $25.7M | 0.75% | +21,679+16.5% | Added |
| Bridgeway Capital Management, LLC | 152,653 | $25.6M | 0.64% | +9,887+6.9% | Added |
| Novare Capital Management LLC | 152,422 | $25.5M | 2.23% | −7,578−4.7% | Reduced |
| Perigon Wealth Management, LLC | 152,258 | $25.5M | 0.65% | −233−0.2% | Reduced |
| Appleton Partners Inc | 151,953 | $25.4M | 1.97% | −10,370−6.4% | Reduced |
| Ibex Wealth Advisors | 151,869 | $25.4M | 3.36% | −18,308−10.8% | Reduced |
| Leonteq Securities AG | 152,504 | $25.4M | 1.94% | +126,923+496.2% | Added |
| Diversified Trust Co | 151,002 | $25.3M | 0.63% | −31,264−17.2% | Reduced |
| Univest Financial Corp | 150,873 | $25.3M | 1.65% | −2,228−1.5% | Reduced |
| Arcadia Investment Management Corp | 150,118 | $25.1M | 4.55% | −36,039−19.4% | Reduced |
| Hallmark Capital Management Inc | 150,067 | $25.1M | 1.91% | −80,293−34.9% | Reduced |
| FourThought Financial Partners, LLC | 149,485 | $25.0M | 2.62% | −3,459−2.3% | Reduced |
| RNC Capital Management LLC | 149,319 | $25.0M | 1.28% | −140,651−48.5% | Reduced |
| Daymark Wealth Partners, LLC | 149,218 | $25.0M | 1.07% | +13,833+10.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 149,081 | $25.0M | 0.40% | +785+0.5% | Added |
| RSM US Wealth Management LLC | 148,645 | $24.9M | 0.39% | +9,477+6.8% | Added |
| APG Asset Management US Inc. | 146,978 | $24.8M | 0.19% | +3,143+2.2% | Added |
| Janney Capital Management LLC | 147,622 | $24.7M | 1.70% | −22,700−13.3% | Reduced |
| Freestone Capital Holdings, LLC | 147,269 | $24.7M | 0.92% | +5,317+3.7% | Added |
| Traynor Capital Management, Inc. | 146,351 | $24.5M | 2.07% | +6,267+4.5% | Added |
| Atria Wealth Solutions, Inc. | 146,101 | $24.5M | 0.29% | −6,116−4.0% | Reduced |
| Covington Investment Advisors Inc. | 145,357 | $24.3M | 3.78% | −1,540−1.0% | Reduced |
| Diversify Advisory Services, LLC | 126,910 | $24.3M | 1.52% | +32,142+33.9% | Added |
| Tocqueville Asset Management L.P. | 144,642 | $24.2M | 0.40% | −7,724−5.1% | Reduced |
| Crawford Investment Counsel Inc | 144,266 | $24.2M | 0.43% | −10,579−6.8% | Reduced |
| BLI - Banque de Luxembourg Investments | 142,320 | $24.0M | 0.73% | −120,570−45.9% | Reduced |
| Johnson Investment Counsel Inc | 143,457 | $24.0M | 0.23% | +3,357+2.4% | Added |
| Edmond de Rothschild Holding S.A. | 143,426 | $24.0M | 0.42% | −30,131−17.4% | Reduced |
| Middleton & Co Inc | 143,285 | $24.0M | 2.80% | −7,776−5.1% | Reduced |
| Empirical Finance, LLC | 143,070 | $24.0M | 1.45% | +1,730+1.2% | Added |
| Sawgrass Asset Management LLC | 142,994 | $23.9M | 2.94% | −5,987−4.0% | Reduced |
| Tower Bridge Advisors | 142,858 | $23.9M | 2.67% | +550.0% | Added |
| Ledyard National Bank | 142,797 | $23.9M | 2.37% | −35,193−19.8% | Reduced |
| Pallas Capital Advisors LLC | 140,191 | $23.5M | 0.97% | +2,852+2.1% | Added |
| Davidson Investment Advisors | 140,055 | $23.4M | 1.16% | +3,969+2.9% | Added |
| Sumitomo Life Insurance Co | 139,062 | $23.3M | 0.83% | −5,789−4.0% | Reduced |
| Bragg Financial Advisors, Inc | 139,041 | $23.3M | 0.96% | −7,780−5.3% | Reduced |
| Motco | 138,508 | $23.2M | 2.45% | −14,378−9.4% | Reduced |
| Andra AP-fonden | 137,857 | $23.1M | 0.38% | −122,743−47.1% | Reduced |
| CAPROCK Group, Inc. | 136,319 | $22.8M | 0.70% | +14,384+11.8% | Added |