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, 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
- 4,091
- +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
- 1,502 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 | 4,854 | $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, 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 |
|---|---|---|---|---|---|
| Hamilton Point Investment Advisors, LLC | 1,883 | $519.2K | 0.09% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 1,884 | $519.3K | 0.05% | +192+11.3% | Added |
| Earnest Partners LLC | 1,888 | $520.4K | 0.00% | 00.0% | Unchanged |
| Panoramic Capital Partners, LLC | 1,895 | $521.5K | 0.36% | +211+12.5% | Added |
| Lansing Street Advisors | 1,895 | $522.3K | 0.16% | +246+14.9% | Added |
| Blue Rock Wealth Management LLC | 1,900 | $523.7K | 0.36% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 1,901 | $523.9K | 0.12% | +201+11.8% | Added |
| Alpha Financial Partners, LLC | 1,902 | $524.3K | 0.38% | +408+27.3% | Added |
| Uptown Financial Advisors LLC | 1,905 | $525.1K | 0.49% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 1,908 | $525.9K | 0.32% | −637−25.0% | Reduced |
| Collective Family Office LLC | 1,910 | $526.5K | 0.14% | −349−15.4% | Reduced |
| Sterling Financial Group, Inc. | 1,910 | $526.5K | 0.18% | +22+1.2% | Added |
| Nicollet Investment Management, Inc. | 1,911 | $527.0K | 0.18% | −225−10.5% | Reduced |
| Smallwood Wealth Investment Management, LLC | 1,915 | $527.9K | 0.30% | +10+0.5% | Added |
| Centricity Wealth Management, LLC | 1,915 | $527.9K | 0.42% | −35−1.8% | Reduced |
| Hills Bank & Trust Co | 1,918 | $528.7K | 0.03% | +1,918 | New |
| Seldon Capital LP | 1,920 | $529.2K | 0.23% | 00.0% | Unchanged |
| Harold Davidson & Associates Inc. | 1,922 | $529.8K | 0.34% | +76+4.1% | Added |
| Farmers Trust Co | 1,927 | $531.2K | 0.10% | −78−3.9% | Reduced |
| Gables Capital Management Inc. | 1,930 | $532.0K | 0.25% | −400−17.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 1,930 | $532.0K | 0.13% | 00.0% | Unchanged |
| Carrera Capital Advisors | 1,933 | $532.9K | 0.11% | +1,933 | New |
| Symphony Financial Services, Inc. | 1,934 | $533.1K | 0.32% | +1,934 | New |
| Wiser Wealth Management, Inc | 1,937 | $533.9K | 0.13% | +218+12.7% | Added |
| Wealth Quarterback LLC | 1,938 | $534.3K | 0.25% | +104+5.7% | Added |
| Redwood Financial Network Corp | 1,939 | $534.6K | 0.36% | +33+1.7% | Added |
| Pandora Wealth, Inc. | 1,942 | $535.3K | 0.33% | +12+0.6% | Added |
| Tobias Financial Advisors, Inc. | 1,946 | $536.5K | 0.09% | +189+10.8% | Added |
| Alan B. Lancz & Associates, Inc. | 1,950 | $537.5K | 0.54% | +100+5.4% | Added |
| Phillips Financial Management, LLC | 1,951 | $537.8K | 0.04% | +585+42.8% | Added |
| Peoples Bank | 1,959 | $540.0K | 0.33% | −149−7.1% | Reduced |
| Arlington Capital Management, Inc. | 1,960 | $540.2K | 0.47% | +51+2.7% | Added |
| Martel Wealth Advisors Inc | 1,960 | $540.3K | 0.10% | 00.0% | Unchanged |
| Avion Wealth | 1,965 | $541.0K | 0.12% | +481+32.4% | Added |
| Binnacle Investments Inc | 1,965 | $541.7K | 0.35% | +55+2.9% | Added |
| Roberts Wealth Advisors, LLC | 1,965 | $541.7K | 0.16% | −150−7.1% | Reduced |
| Tarbox Family Office, Inc. | 1,966 | $541.9K | 0.08% | −1−0.1% | Reduced |
| Vestia Personal Wealth Advisors | 1,968 | $542.5K | 0.37% | −20−1.0% | Reduced |
| Blue Barn Wealth, LLC | 1,969 | $542.9K | 0.26% | +303+18.2% | Added |
| Tower Wealth Partners, Inc. | 1,972 | $543.6K | 0.32% | +111+6.0% | Added |
| Ergawealth Advisors, Inc. | 1,976 | $544.7K | 0.25% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 1,977 | $544.9K | 0.57% | +1,977 | New |
| Pioneer Trust Bank N A | 1,982 | $546.3K | 0.14% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 1,983 | $546.5K | 0.05% | +1,124+130.8% | Added |
| Strive Asset Management, LLC | 1,984 | $546.9K | 0.33% | +588+42.1% | Added |
| Alley Investment Management Company, LLC | 1,985 | $547.2K | 0.07% | +95+5.0% | Added |
| Heritage Investment Group, Inc. | 1,991 | $548.9K | 0.09% | 00.0% | Unchanged |
| Traub Capital Management LLC | 1,992 | $549.0K | 0.51% | +1,992 | New |
| Compass Capital Corp | 1,799 | $549.3K | 0.26% | −2,275−55.8% | Reduced |
| O'Rourke & Company, Inc | 1,996 | $550.2K | 0.26% | 00.0% | Unchanged |
| EMC Capital Management | 2,000 | $551.0K | 0.30% | +2,000 | New |
| Valued Retirements, Inc. | 2,000 | $551.3K | 0.62% | 00.0% | Unchanged |
| Liberty Square Wealth Partners LLC | 2,000 | $551.3K | 0.19% | 00.0% | Unchanged |
| West Tower Group, LLC | 2,000 | $551.3K | 1.20% | +2,000 | New |
| Founders Grove Wealth Partners, LLC | 2,003 | $552.1K | 0.14% | +671+50.4% | Added |
| Palumbo Wealth Management LLC | 2,006 | $553.1K | 0.17% | +2,006 | New |
| Aspen Investment Management Inc | 2,012 | $555.0K | 0.23% | +2,012 | New |
| Fourth Dimension Wealth, LLC | 2,014 | $555.3K | 0.23% | +1,714+571.3% | Added |
| Gallagher Capital Advisors, LLC | 1,870 | $555.7K | 0.45% | +4+0.2% | Added |
| Ehrlich Financial Group | 2,019 | $556.5K | 0.36% | −74−3.5% | Reduced |
| Carson Advisory Inc. | 2,023 | $557.7K | 0.35% | +39+2.0% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,032 | $560.1K | 0.00% | +2,032 | New |
| Madrona Financial Services, LLC | 2,034 | $560.7K | 0.13% | +296+17.0% | Added |
| Activest Wealth Management | 2,035 | $560.9K | 0.14% | +103+5.3% | Added |
| Kerntke Otto McGlone Wealth Management Group | 2,037 | $561.4K | 0.44% | +375+22.6% | Added |
| High Note Wealth, LLC | 2,040 | $562.3K | 0.13% | −64−3.0% | Reduced |
| Sierra Ocean, LLC | 2,044 | $563.7K | 0.41% | −45−2.2% | Reduced |
| M. Kulyk & Associates, LLC | 2,045 | $563.7K | 0.12% | +247+13.7% | Added |
| Idaho Trust Bank | 2,049 | $564.8K | 0.20% | −1,408−40.7% | Reduced |
| Innova Wealth Partners | 2,052 | $565.7K | 0.33% | +515+33.5% | Added |
| Sage Advisors, LLC | 2,055 | $566.3K | 0.40% | +473+29.9% | Added |
| GFS Advisors, LLC | 2,057 | $567.0K | 0.08% | +2,057 | New |
| First Nebraska Trust Co | 2,060 | $567.8K | 0.05% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 2,062 | $568.4K | 0.10% | +2+0.1% | Added |
| Bank of Nova Scotia Trust Co | 2,070 | $570.6K | 0.06% | +2+0.1% | Added |
| VanderPol Investments L.L.C. | 2,071 | $570.9K | 1.20% | −114−5.2% | Reduced |
| Wick Capital Partners, LLC | 4,253 | $571.1K | 0.15% | +4,253 | New |
| Solstein Capital, LLC | 2,076 | $572.2K | 0.29% | +956+85.4% | Added |
| Western Pacific Wealth Management, LP | 2,076 | $572.3K | 0.55% | −175−7.8% | Reduced |
| Strata Wealth Advisors, LLC | 2,079 | $573.1K | 0.16% | +837+67.4% | Added |
| WPG Advisers, LLC | 2,084 | $574.5K | 0.48% | −201−8.8% | Reduced |
| ZEGA Investments, LLC | 2,085 | $574.8K | 0.14% | −1,244−37.4% | Reduced |
| CBIZ Investment Advisory Services, LLC | 2,088 | $575.6K | 0.03% | −248−10.6% | Reduced |
| New England Professional Planning Group Inc. | 2,090 | $576.1K | 0.26% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 2,099 | $578.7K | 0.17% | +878+71.9% | Added |
| Laidlaw Wealth Management LLC | 2,100 | $578.9K | 1.67% | −2,126−50.3% | Reduced |
| Brass Tax Wealth Management, Inc | 2,101 | $579.1K | 0.11% | −298−12.4% | Reduced |
| Bourgeon Capital Management LLC | 2,101 | $579.1K | 0.11% | +2,101 | New |
| Investment Advisory Services Inc | 2,103 | $579.6K | 0.19% | +27+1.3% | Added |
| Mechanics Financial Corp | 2,103 | $579.7K | 0.25% | +95+4.7% | Added |
| Three Seasons Wealth, LLC | 2,103 | $579.7K | 0.07% | +903+75.3% | Added |
| TCTC Holdings, LLC | 2,107 | $580.8K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 2,106 | $581.0K | 0.34% | −589−21.9% | Reduced |
| Innovator Capital Management, LLC | 2,109 | $581.3K | 8.93% | −73−3.3% | Reduced |
| TrueWealth Advisors, LLC | 2,110 | $581.6K | 0.17% | +109+5.4% | Added |
| Integrated Quantitative Investments LLC | 2,110 | $581.6K | 0.17% | +2,110 | New |
| Wellington Capital Management, Inc. | 839 | $582.0K | 0.88% | +839 | New |
| Argent Advisors, Inc. | 2,113 | $582.4K | 0.18% | −148−6.5% | Reduced |
| TFC Financial Management | 2,115 | $583.0K | 0.08% | −139−6.2% | Reduced |
| Hudock, Inc. | 2,117 | $583.6K | 0.09% | −364−14.7% | Reduced |