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, Q2 2025
Institutional positions in Broadcom Inc. as of Jun 30, 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
- 4,090
- +328 vs. Q1 2025
- Shares held
- 3.62B
- +50.6M (+1.4%) vs. Q1 2025
- Total value
- $996.4B
- +$399.8B (+67.0%) vs. Q1 2025
- New holders
- 490
- 1,827 more added
- Sold out
- 162
- 1,501 more reduced
63 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Broadcom Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tandem Wealth Advisors LLC | 3,620 | $997.9K | 0.49% | +1,417+64.3% | Added |
| Glass Jacobson Investment Advisors llc | 3,625 | $999.4K | 0.39% | −30−0.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 3,638 | $1.00M | 0.36% | −13−0.4% | Reduced |
| Missouri Trust & Investment Co | 3,640 | $1.00M | 0.33% | +73+2.0% | Added |
| New Covenant Trust Company, N.A. | 3,731 | $1.00M | 0.90% | −34−0.9% | Reduced |
| Wetzel Investment Advisors, Inc. | 3,651 | $1.01M | 0.46% | −169−4.4% | Reduced |
| Atwood & Palmer Inc | 3,660 | $1.01M | 0.06% | +290+8.6% | Added |
| Truepoint, Inc. | 3,665 | $1.01M | 0.03% | −200−5.2% | Reduced |
| Three Bridge Wealth Advisors, LLC | 3,667 | $1.01M | 0.27% | +3,667 | New |
| AXS Investments LLC | 3,669 | $1.01M | 0.41% | −4,144−53.0% | Reduced |
| Cannon Advisors, Inc. | 3,672 | $1.01M | 0.81% | +8+0.2% | Added |
| IVC Wealth Advisors LLC | 3,673 | $1.01M | 0.49% | +221+6.4% | Added |
| Benin Management CORP | 3,676 | $1.01M | 0.26% | +460+14.3% | Added |
| Walled Lake Planning & Wealth Management, LLC | 3,682 | $1.01M | 0.33% | +2,302+166.8% | Added |
| Wayfinding Financial, LLC | 3,420 | $1.02M | 0.46% | −185−5.1% | Reduced |
| Spirit of America Management Corp | 3,700 | $1.02M | 0.21% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 3,704 | $1.02M | 0.39% | +3,704 | New |
| Core Alternative Capital | 3,717 | $1.02M | 0.28% | −8,275−69.0% | Reduced |
| Lion Street Advisors, LLC | 3,719 | $1.03M | 0.31% | −188−4.8% | Reduced |
| Finer Wealth Management, Inc. | 3,722 | $1.03M | 0.55% | +69+1.9% | Added |
| Catalyst Capital Advisors LLC | 3,725 | $1.03M | 0.02% | −2,399−39.2% | Reduced |
| Rockland Trust Co | 3,726 | $1.03M | 0.05% | +684+22.5% | Added |
| Marion Wealth Management | 3,744 | $1.03M | 0.26% | +501+15.4% | Added |
| MEMBERS Trust Co | 3,747 | $1.03M | 0.04% | +674+21.9% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 3,750 | $1.03M | 0.17% | +91+2.5% | Added |
| Cherrydale Wealth Management, LLC | 3,754 | $1.03M | 0.36% | −100−2.6% | Reduced |
| Financial Sense Advisors, Inc. | 3,755 | $1.04M | 0.25% | −487−11.5% | Reduced |
| BWM Planning, LLC | 3,759 | $1.04M | 0.36% | +128+3.5% | Added |
| LJI Wealth Management, LLC | 3,760 | $1.04M | 0.18% | −67−1.8% | Reduced |
| Aurora Private Wealth, Inc. | 3,764 | $1.04M | 0.77% | −63−1.6% | Reduced |
| Prelude Capital Management, LLC | 3,767 | $1.04M | 0.10% | −42,977−91.9% | Reduced |
| MeadowBrook Investment Advisors LLC | 3,775 | $1.04M | 0.97% | +290+8.3% | Added |
| Unique Wealth Strategies, LLC | 3,775 | $1.04M | 0.44% | +3,775 | New |
| Ssi Investment Management LLC | 3,778 | $1.04M | 0.07% | −2,680−41.5% | Reduced |
| SilverOak Wealth Management LLC | 3,784 | $1.04M | 0.20% | +2,364+166.5% | Added |
| Falcon Wealth Planning | 3,788 | $1.04M | 0.11% | +534+16.4% | Added |
| Transcendent Capital Group LLC | 3,790 | $1.04M | 0.54% | +182+5.0% | Added |
| Stableford Capital II LLC | 3,602 | $1.05M | 0.39% | −1,003−21.8% | Reduced |
| Ridgecrest Wealth Partners, LLC | 3,793 | $1.05M | 0.55% | −24,609−86.6% | Reduced |
| Fortress Financial Solutions, LLC | 3,799 | $1.05M | 1.31% | +576+17.9% | Added |
| Allium Financial Advisors, LLC | 3,800 | $1.05M | 0.91% | +66+1.8% | Added |
| Hibernia Wealth Partners, LLC | 3,805 | $1.05M | 0.38% | +3,805 | New |
| ORG Partners LLC | 3,919 | $1.05M | 0.22% | +915+30.5% | Added |
| Coordinated Financial Services, Inc. | 3,815 | $1.05M | 0.73% | +3,815 | New |
| Firethorn Wealth Partners, LLC | 3,820 | $1.05M | 0.46% | +56+1.5% | Added |
| Smith Chas P & Associates Pa Cpas | 3,822 | $1.05M | 0.06% | −208−5.2% | Reduced |
| Lee Danner & Bass Inc | 3,824 | $1.05M | 0.08% | −160−4.0% | Reduced |
| Apella Capital, LLC | 3,855 | $1.06M | 0.03% | +591+18.1% | Added |
| Capital Markets Trading UK LLP | 3,838 | $1.06M | 1.20% | +3,838 | New |
| Hill Island Financial LLC | 3,840 | $1.06M | 0.30% | +1,241+47.7% | Added |
| MV Capital Management, Inc. | 3,841 | $1.06M | 0.11% | +159+4.3% | Added |
| Dohj, LLC | 5,989 | $1.06M | 0.31% | +649+12.2% | Added |
| Sutton Place Investors LLC | 3,845 | $1.06M | 0.64% | +775+25.2% | Added |
| Hemington Wealth Management | 3,847 | $1.06M | 0.15% | +105+2.8% | Added |
| WoodTrust Financial Corp | 3,855 | $1.06M | 0.15% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 3,856 | $1.06M | 0.69% | −1,037−21.2% | Reduced |
| Invenio Wealth Partners LLC | 3,859 | $1.06M | 0.42% | −2,179−36.1% | Reduced |
| Juncture Wealth Strategies, LLC | 3,859 | $1.06M | 0.38% | −199−4.9% | Reduced |
| Clark Wealth Partners | 3,874 | $1.07M | 0.72% | +66+1.7% | Added |
| Guidance Point Advisors, LLC | 3,877 | $1.07M | 0.27% | +14+0.4% | Added |
| Meridian Wealth Partners, LLC | 3,878 | $1.07M | 0.15% | +12+0.3% | Added |
| Elite Wealth Management, Inc. | 3,879 | $1.07M | 0.35% | −31,023−88.9% | Reduced |
| Elgethun Capital Management | 3,880 | $1.07M | 0.22% | 00.0% | Unchanged |
| Austin Wealth Management, LLC | 3,646 | $1.07M | 0.19% | +777+27.1% | Added |
| Kavar Capital Partners Group, LLC | 3,886 | $1.07M | 0.15% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 3,888 | $1.07M | 0.20% | +938+31.8% | Added |
| Financial Insights, Inc. | 3,895 | $1.07M | 0.39% | −1,180−23.3% | Reduced |
| PAX Financial Group, LLC | 3,907 | $1.08M | 0.21% | −1,919−32.9% | Reduced |
| Summitry LLC | 3,909 | $1.08M | 0.05% | +356+10.0% | Added |
| Walkner Condon Financial Advisors LLC | 3,944 | $1.09M | 0.20% | +38+1.0% | Added |
| Legacy Capital Group California, Inc. | 3,954 | $1.09M | 0.30% | −165−4.0% | Reduced |
| PFW Advisors LLC | 3,958 | $1.09M | 0.34% | −1,588−28.6% | Reduced |
| TigerOak Management, L.L.C. | 3,962 | $1.09M | 0.37% | +329+9.1% | Added |
| First Western Trust Bank | 3,969 | $1.09M | 0.05% | +185+4.9% | Added |
| Retirement Planning Group | 3,973 | $1.10M | 0.05% | +135+3.5% | Added |
| Medallion Wealth Advisors, LLC | 4,111 | $1.10M | 0.42% | +22+0.5% | Added |
| Capital Planning LLC | 3,983 | $1.10M | 0.34% | +378+10.5% | Added |
| Ally Financial Inc. | 4,000 | $1.10M | 0.12% | −24,000−85.7% | Reduced |
| Lattice Capital Management, LLC | 4,000 | $1.10M | 1.21% | 00.0% | Unchanged |
| Corient IA LLC | 4,000 | $1.10M | 0.65% | 00.0% | Unchanged |
| Anson Funds Management LP | 4,000 | $1.10M | 0.20% | +4,000 | New |
| Catalyst Private Wealth, LLC | 4,003 | $1.10M | 0.49% | −14−0.3% | Reduced |
| Atlas Legacy Advisors, LLC | 4,004 | $1.10M | 0.24% | +1,204+43.0% | Added |
| Affinity Wealth Management LLC | 4,012 | $1.11M | 0.18% | −17−0.4% | Reduced |
| Gilbert & Cook, Inc. | 4,014 | $1.11M | 0.15% | +50+1.3% | Added |
| Rockport Wealth LLC | 4,017 | $1.11M | 0.26% | +4,017 | New |
| Ullmann Financial Group, Inc. | 4,019 | $1.11M | 0.13% | +467+13.1% | Added |
| Riversedge Advisors, LLC | 4,029 | $1.11M | 0.22% | +867+27.4% | Added |
| Modus Advisors, LLC | 4,032 | $1.11M | 0.33% | +66+1.7% | Added |
| PKS Advisory Services, LLC | 4,033 | $1.11M | 0.27% | +48+1.2% | Added |
| Full Sail Capital, LLC | 4,034 | $1.11M | 0.06% | −523−11.5% | Reduced |
| Keystone Wealth Services, LLC | 4,050 | $1.12M | 0.27% | +507+14.3% | Added |
| Reyes Financial Architecture, Inc. | 4,064 | $1.12M | 0.97% | +699+20.8% | Added |
| Ipswich Investment Management Co., Inc. | 4,067 | $1.12M | 0.27% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 4,072 | $1.12M | 0.52% | −117−2.8% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 4,075 | $1.12M | 0.96% | −10−0.2% | Reduced |
| Nicolet Bankshares Inc | 4,076 | $1.12M | 0.19% | +1,081+36.1% | Added |
| RKL Wealth Management LLC | 4,078 | $1.12M | 0.10% | −223−5.2% | Reduced |
| Trust Co of the South | 4,082 | $1.13M | 0.20% | +66+1.6% | Added |
| Syverson Strege & Co | 4,108 | $1.13M | 0.27% | +4,108 | New |