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 |
|---|---|---|---|---|---|
| Fairview Capital Investment Management, LLC | 4,110 | $1.13M | 0.06% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 4,113 | $1.13M | 0.88% | +207+5.3% | Added |
| Congress Park Capital LLC | 4,115 | $1.13M | 0.37% | −190−4.4% | Reduced |
| WJ Wealth Management, LLC | 4,122 | $1.14M | 0.36% | +264+6.8% | Added |
| Western Financial Corp | 4,128 | $1.14M | 0.61% | −6,494−61.1% | Reduced |
| Talisman Wealth Advisors LLC | 4,136 | $1.14M | 1.04% | −54−1.3% | Reduced |
| Opinicus Capital, Inc. | 4,141 | $1.14M | 0.87% | +788+23.5% | Added |
| Intergy Private Wealth, LLC | 4,142 | $1.14M | 0.39% | +138+3.4% | Added |
| Miller Howard Investments Inc | 4,153 | $1.14M | 0.04% | −749−15.3% | Reduced |
| McDaniel Terry & Co | 4,156 | $1.15M | 0.09% | −66−1.6% | Reduced |
| Clarity Wealth Advisors, LLC | 4,167 | $1.15M | 0.28% | +140+3.5% | Added |
| Gilman Hill Asset Management, LLC | 4,171 | $1.15M | 0.19% | +471+12.7% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 4,173 | $1.15M | 0.52% | +4,173 | New |
| Hall Capital Management Co Inc | 4,181 | $1.15M | 0.49% | +171+4.3% | Added |
| Key Client Fiduciary Advisors, LLC | 4,186 | $1.15M | 0.47% | +319+8.2% | Added |
| Hidden Cove Wealth Management, LLC | 4,191 | $1.16M | 0.84% | +878+26.5% | Added |
| KilterHowling LLC | 4,201 | $1.16M | 0.69% | −10−0.2% | Reduced |
| Walter & Keenan Financial Consulting Co | 4,215 | $1.16M | 0.34% | +1,389+49.2% | Added |
| Beacon Financial Advisory LLC | 4,224 | $1.16M | 0.30% | +82+2.0% | Added |
| Scholtz & Company, LLC | 4,234 | $1.17M | 0.51% | +18+0.4% | Added |
| Hofer & Associates. Inc | 4,234 | $1.17M | 0.73% | −29−0.7% | Reduced |
| Private Wealth Partners, LLC | 4,243 | $1.17M | 0.09% | +24+0.6% | Added |
| Win Advisors, Inc | 4,248 | $1.17M | 0.56% | −841−16.5% | Reduced |
| Keudell/Morrison Wealth Management | 4,260 | $1.17M | 0.26% | −154−3.5% | Reduced |
| Whelan Financial | 4,273 | $1.18M | 0.43% | −151−3.4% | Reduced |
| Delta Investment Management, LLC | 4,277 | $1.18M | 0.23% | −484−10.2% | Reduced |
| Catalina Capital Group, LLC | 4,286 | $1.18M | 0.80% | −2,096−32.8% | Reduced |
| Oder Investment Management, LLC | 4,289 | $1.18M | 0.89% | +20.0% | Added |
| Global Trust Asset Management, LLC | 4,296 | $1.18M | 0.63% | +1,720+66.8% | Added |
| Charter Oak Capital Management, LLC | 4,302 | $1.19M | 0.10% | −303−6.6% | Reduced |
| Green Square Capital Advisors LLC | 4,303 | $1.19M | 0.14% | +10.0% | Added |
| Sound Income Strategies, LLC | 4,304 | $1.19M | 0.07% | +2,663+162.3% | Added |
| Park Capital Management, LLC | 4,308 | $1.19M | 1.10% | +2,020+88.3% | Added |
| Legacy Financial Strategies, LLC | 4,312 | $1.19M | 0.23% | +2,299+114.2% | Added |
| Elevated Capital Advisors, LLC | 7,140 | $1.20M | 0.33% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 4,340 | $1.20M | 0.62% | +129+3.1% | Added |
| Beacon Capital Management, LLC | 4,344 | $1.20M | 0.16% | −131−2.9% | Reduced |
| J. L. Bainbridge & Co., Inc. | 4,356 | $1.20M | 0.11% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 4,369 | $1.20M | 0.23% | +652+17.5% | Added |
| Capstone Financial Advisors, Inc. | 4,369 | $1.20M | 0.07% | +2,547+139.8% | Added |
| Riverview Trust Co | 4,370 | $1.20M | 1.50% | −3,523−44.6% | Reduced |
| Leigh Baldwin & Co., LLC | 4,371 | $1.20M | 0.79% | −101−2.3% | Reduced |
| Hamilton Wealth, LLC | 4,376 | $1.21M | 0.27% | +415+10.5% | Added |
| Stenger Family Office, LLC | 3,987 | $1.21M | 0.32% | +3,987 | New |
| Telos Capital Management, Inc. | 4,384 | $1.21M | 0.12% | +449+11.4% | Added |
| Horizon Family Wealth, Inc. | 4,390 | $1.21M | 0.74% | −468−9.6% | Reduced |
| Invst, LLC | 4,391 | $1.21M | 0.15% | +246+5.9% | Added |
| one8zero8, LLC | 4,391 | $1.21M | 0.29% | −222−4.8% | Reduced |
| Voya Financial Advisors, Inc. | 4,498 | $1.21M | 0.12% | −32−0.7% | Reduced |
| Morton Capital Management LLC | 4,396 | $1.21M | 0.21% | −73−1.6% | Reduced |
| Ellevest, Inc. | 4,398 | $1.21M | 0.19% | +783+21.7% | Added |
| Encompass More Asset Management | 4,416 | $1.22M | 0.28% | −461−9.5% | Reduced |
| North Dallas Bank & Trust Co | 4,420 | $1.22M | 0.92% | +4,420 | New |
| Jackson Thornton Asset Management, LLC | 4,483 | $1.22M | 0.14% | +279+6.6% | Added |
| Fortitude Family Office, LLC | 4,426 | $1.22M | 0.40% | +356+8.7% | Added |
| Associated Banc-Corp | 4,434 | $1.22M | 0.03% | −929−17.3% | Reduced |
| Red Wave Investments LLC | 4,434 | $1.22M | 0.40% | 00.0% | Unchanged |
| Aries Wealth Management | 4,460 | $1.23M | 0.32% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 4,460 | $1.23M | 0.31% | −166−3.6% | Reduced |
| Horan Securities, Inc. | 4,463 | $1.23M | 0.43% | +371+9.1% | Added |
| Sentinus, LLC | 4,470 | $1.23M | 0.30% | +430+10.6% | Added |
| Smith Anglin Financial, LLC | 4,478 | $1.23M | 0.11% | −172−3.7% | Reduced |
| Keystone Financial Services | 4,488 | $1.24M | 0.42% | +1,663+58.9% | Added |
| Tripletail Wealth Management, LLC | 4,030 | $1.24M | 1.77% | +4,030 | New |
| Wincap Financial LLC | 4,494 | $1.24M | 1.00% | −376−7.7% | Reduced |
| Samalin Investment Counsel, LLC | 4,506 | $1.24M | 0.48% | −87−1.9% | Reduced |
| Smith Shellnut Wilson LLC | 4,512 | $1.24M | 0.54% | 00.0% | Unchanged |
| Cyr Financial Inc. | 4,525 | $1.25M | 0.96% | +1,747+62.9% | Added |
| Bay Capital Advisors, LLC | 4,545 | $1.25M | 0.95% | −168−3.6% | Reduced |
| OmniStar Financial Group, Inc. | 4,545 | $1.25M | 0.94% | +156+3.6% | Added |
| Umpqua Bank | 4,617 | $1.25M | 0.38% | +2,773+150.4% | Added |
| Evergreen Wealth Solutions, LLC | 4,576 | $1.26M | 0.76% | +2,117+86.1% | Added |
| Bangor Savings Bank | 4,577 | $1.26M | 0.11% | −89−1.9% | Reduced |
| Gill Capital Partners, LLC | 4,577 | $1.26M | 0.41% | +151+3.4% | Added |
| McNaughton Wealth Management, LLC | 4,583 | $1.26M | 0.56% | −90−1.9% | Reduced |
| Greenfield Savings Bank | 4,585 | $1.26M | 0.57% | +177+4.0% | Added |
| Martingale Asset Management L P | 4,590 | $1.27M | 0.03% | +714+18.4% | Added |
| SkyOak Wealth, LLC | 4,592 | $1.27M | 0.25% | −678−12.9% | Reduced |
| Running Point Capital Advisors, LLC | 4,608 | $1.27M | 0.35% | −143−3.0% | Reduced |
| Balentine LLC | 4,629 | $1.28M | 0.05% | +2,182+89.2% | Added |
| Beacon Bridge Wealth Partners, LLC | 4,649 | $1.28M | 0.51% | −3−0.1% | Reduced |
| Precision Wealth Strategies, LLC | 4,653 | $1.28M | 0.42% | −10,734−69.8% | Reduced |
| Abbot Financial Management, Inc. | 4,661 | $1.28M | 0.59% | −49−1.0% | Reduced |
| Forefront Wealth Partners, LLC | 5,548 | $1.29M | 0.88% | −202−3.5% | Reduced |
| Security National Bank of So Dak | 4,674 | $1.29M | 0.70% | 00.0% | Unchanged |
| Smart Money Group LLC | 4,674 | $1.29M | 0.40% | +322+7.4% | Added |
| Rational Advisors LLC | 4,691 | $1.29M | 0.13% | −13−0.3% | Reduced |
| Mascagni Wealth Management, Inc. | 4,694 | $1.29M | 1.10% | −55−1.2% | Reduced |
| SkyView Investment Advisors, LLC | 4,781 | $1.29M | 0.19% | +1,040+27.8% | Added |
| Invera Wealth Advisors, LLC | 4,730 | $1.30M | 0.85% | −167−3.4% | Reduced |
| Autumn Glory Partners, LLC | 4,736 | $1.31M | 0.61% | +331+7.5% | Added |
| Net Worth Advisory Group | 4,747 | $1.31M | 0.29% | +592+14.2% | Added |
| Arthur M. Cohen & Associates, LLC | 4,751 | $1.31M | 0.23% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 4,755 | $1.31M | 1.15% | −560−10.5% | Reduced |
| MFA Wealth Services | 4,762 | $1.31M | 0.99% | +76+1.6% | Added |
| Advisor Resource Council | 4,770 | $1.31M | 0.65% | −16,013−77.0% | Reduced |
| Cascade Financial Partners, LLC | 4,785 | $1.32M | 0.16% | +170+3.7% | Added |
| Wealthedge Investment Advisors, LLC | 4,784 | $1.32M | 0.55% | −1,807−27.4% | Reduced |
| AllSquare Wealth Management LLC | 4,792 | $1.32M | 0.74% | −348−6.8% | Reduced |
| Lebenthal Global Advisors, LLC | 4,794 | $1.32M | 0.25% | +2,369+97.7% | Added |