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 |
|---|---|---|---|---|---|
| AlphaCore Capital LLC | 20,787 | $5.73M | 0.22% | +7,340+54.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 20,786 | $5.73M | 0.66% | +5,419+35.3% | Added |
| L2 Asset Management, LLC | 20,674 | $5.70M | 0.93% | +941+4.8% | Added |
| Orca Investment Management, LLC | 20,658 | $5.69M | 5.14% | +77+0.4% | Added |
| Legacy Wealth Asset Management, LLC | 20,631 | $5.69M | 1.45% | −811−3.8% | Reduced |
| Root Financial Partners, LLC | 20,576 | $5.67M | 0.55% | +15,127+277.6% | Added |
| Modern Wealth Management, LLC | 20,567 | $5.67M | 0.14% | −572−2.7% | Reduced |
| Apollon Financial, LLC | 20,565 | $5.67M | 1.18% | +707+3.6% | Added |
| Means Investment Co., Inc. | 20,555 | $5.67M | 0.54% | +3,194+18.4% | Added |
| Perennial Investment Advisors, LLC | 20,532 | $5.66M | 0.55% | −340−1.6% | Reduced |
| Hollencrest Capital Management | 20,508 | $5.65M | 0.24% | +9,473+85.8% | Added |
| Alps Advisors Inc | 20,498 | $5.65M | 0.03% | −3,333−14.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 20,473 | $5.64M | 0.52% | −136−0.7% | Reduced |
| Chicago Partners Investment Group LLC | 19,884 | $5.64M | 0.16% | +2,824+16.6% | Added |
| Balboa Wealth Partners | 20,463 | $5.64M | 1.13% | +6,083+42.3% | Added |
| Mattson Financial Services, LLC | 20,434 | $5.63M | 1.52% | +2,879+16.4% | Added |
| Foresight Capital Management Advisors, Inc. | 20,429 | $5.63M | 3.27% | −1,094−5.1% | Reduced |
| IAM Advisory, LLC | 20,374 | $5.62M | 1.35% | −350−1.7% | Reduced |
| Commons Capital, LLC | 20,328 | $5.60M | 4.27% | +413+2.1% | Added |
| Marshall Financial Group LLC | 20,415 | $5.60M | 1.10% | −1,611−7.3% | Reduced |
| Essex Financial Services, Inc. | 20,268 | $5.59M | 0.37% | +1,220+6.4% | Added |
| Triangle Securities Wealth Management | 20,189 | $5.57M | 1.37% | +72+0.4% | Added |
| Insight Wealth Strategies, LLC | 20,943 | $5.54M | 0.70% | −4,022−16.1% | Reduced |
| Telligent Fund, LP | 20,000 | $5.51M | 5.04% | −22,000−52.4% | Reduced |
| Intrinsic Edge Capital Management LLC | 20,000 | $5.51M | 0.83% | +20,000 | New |
| Key Financial Inc | 19,988 | $5.51M | 1.11% | +73+0.4% | Added |
| Wealth Alliance Advisory Group, LLC | 19,956 | $5.50M | 1.05% | +2,951+17.4% | Added |
| Coastal Investment Advisors, Inc. | 19,928 | $5.49M | 2.17% | +66+0.3% | Added |
| Gsa Capital Partners LLP | 19,853 | $5.47M | 0.38% | +14,804+293.2% | Added |
| Berkshire Asset Management LLC | 19,850 | $5.47M | 0.25% | −1,983−9.1% | Reduced |
| Sphera Management Technology Funds Ltd | 19,850 | $5.47M | 3.36% | −2,150−9.8% | Reduced |
| Baader Bank INC | 19,844 | $5.47M | 0.47% | +582+3.0% | Added |
| Precedent Wealth Partners, LLC | 19,716 | $5.43M | 1.33% | +1,653+9.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 19,716 | $5.43M | 0.71% | +2,833+16.8% | Added |
| Cerro Pacific Wealth Advisors LLC | 19,678 | $5.42M | 1.51% | +540+2.8% | Added |
| Aubrey Capital Management Ltd | 19,600 | $5.40M | 1.96% | 00.0% | Unchanged |
| Leisure Capital Management | 19,584 | $5.40M | 2.04% | −423−2.1% | Reduced |
| Gardner Lewis Asset Management L P | 19,518 | $5.38M | 1.34% | −597−3.0% | Reduced |
| Jasper Ridge Partners, L.P. | 19,500 | $5.38M | 0.13% | 00.0% | Unchanged |
| Caption Management, LLC | 19,500 | $5.38M | 0.49% | +19,500 | New |
| Camden Capital, LLC | 19,514 | $5.37M | 0.51% | −2,162−10.0% | Reduced |
| WealthShield Partners, LLC | 19,481 | $5.37M | 0.65% | +761+4.1% | Added |
| Menard Financial Group LLC | 19,427 | $5.35M | 3.18% | +780+4.2% | Added |
| Angeles Wealth Management, LLC | 19,329 | $5.33M | 0.37% | +3,617+23.0% | Added |
| Whitford Management LLC | 19,308 | $5.32M | 5.65% | +302+1.6% | Added |
| Foster & Motley Inc | 19,268 | $5.31M | 0.31% | −945−4.7% | Reduced |
| Darden Wealth Group Inc | 19,259 | $5.31M | 3.20% | −186−1.0% | Reduced |
| Independence Bank of Kentucky | 19,211 | $5.30M | 0.75% | +436+2.3% | Added |
| Counterweight Ventures, LLC | 19,114 | $5.27M | 3.44% | +270+1.4% | Added |
| Riverstone Advisors, LLC | 19,074 | $5.26M | 2.84% | +160+0.8% | Added |
| Gunderson Capital Management Inc. | 19,070 | $5.26M | 2.20% | +19,070 | New |
| Wrapmanager Inc | 19,057 | $5.25M | 1.28% | −387−2.0% | Reduced |
| Patten & Patten Inc | 19,020 | $5.24M | 0.34% | −2,191−10.3% | Reduced |
| Parsonex Advisory Services, Inc. | 19,019 | $5.24M | 4.37% | +19,019 | New |
| GeoWealth Management, LLC | 19,017 | $5.24M | 0.20% | −328−1.7% | Reduced |
| Castle Rock Wealth Management, LLC | 18,159 | $5.24M | 1.22% | −5,405−22.9% | Reduced |
| CSU Producer Resources, Inc. | 19,000 | $5.24M | 16.35% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 18,999 | $5.24M | 0.32% | +931+5.2% | Added |
| Eagle Harbor Asset Management Inc | 18,986 | $5.23M | 5.05% | −434−2.2% | Reduced |
| LRI Investments, LLC | 18,984 | $5.23M | 0.44% | −1,242−6.1% | Reduced |
| Garden State Investment Advisory Services LLC | 18,956 | $5.23M | 1.42% | +3,161+20.0% | Added |
| Bell Bank | 18,953 | $5.22M | 0.24% | +306+1.6% | Added |
| West Family Investments, Inc. | 18,945 | $5.22M | 1.36% | +9,144+93.3% | Added |
| Bridgewater Advisors Inc. | 17,449 | $5.19M | 0.39% | +979+5.9% | Added |
| Ameliora Wealth Management Ltd. | 18,826 | $5.19M | 1.86% | −3,069−14.0% | Reduced |
| Sigma Investment Counselors Inc | 18,804 | $5.18M | 0.29% | +2,763+17.2% | Added |
| YHB Investment Advisors, Inc. | 18,777 | $5.18M | 0.40% | +451+2.5% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 18,767 | $5.17M | 0.37% | −2,038−9.8% | Reduced |
| Heritage Wealth Management, Inc. | 18,723 | $5.16M | 3.91% | +29+0.2% | Added |
| Pettyjohn, Wood & White, Inc | 18,718 | $5.16M | 0.92% | +550+3.0% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 18,702 | $5.16M | 0.34% | +2,878+18.2% | Added |
| Ring Mountain Capital, LLC | 18,156 | $5.14M | 3.13% | +551+3.1% | Added |
| Lincoln Capital Corp | 18,626 | $5.13M | 1.97% | −993−5.1% | Reduced |
| Slagle Financial, LLC | 18,577 | $5.12M | 2.06% | +5,591+43.1% | Added |
| Plimoth Trust Co LLC | 18,572 | $5.12M | 1.23% | +1,476+8.6% | Added |
| Strong Tower Advisory Services | 18,571 | $5.12M | 1.01% | +278+1.5% | Added |
| Mirabella Financial Services LLP | 18,479 | $5.12M | 0.54% | −109,611−85.6% | Reduced |
| AA Financial Advisors, LLC | 18,514 | $5.10M | 1.10% | +2,242+13.8% | Added |
| Spinnaker Investment Group, LLC | 18,493 | $5.10M | 1.20% | −1,692−8.4% | Reduced |
| Griffin Asset Management, Inc. | 18,396 | $5.07M | 0.60% | −281−1.5% | Reduced |
| Quotient Wealth Partners, LLC | 18,391 | $5.07M | 0.15% | +1,647+9.8% | Added |
| Hudson Canyon Capital Management | 18,349 | $5.06M | 3.15% | −401−2.1% | Reduced |
| Advisors Management Group Inc | 18,323 | $5.05M | 0.95% | +6,769+58.6% | Added |
| Iowa State Bank | 18,272 | $5.04M | 1.00% | +271+1.5% | Added |
| Magnus Financial Group LLC | 18,263 | $5.03M | 0.44% | +1,219+7.2% | Added |
| Forte Capital LLC | 18,243 | $5.03M | 0.54% | −223−1.2% | Reduced |
| Elm3 Financial Group, LLC | 18,243 | $5.03M | 4.18% | −182−1.0% | Reduced |
| Roberts Capital Advisors, LLC | 18,155 | $5.00M | 3.70% | +4,165+29.8% | Added |
| Purkiss Capital Advisors LLC | 18,132 | $5.00M | 2.78% | +11,871+189.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 18,108 | $4.99M | 1.56% | −2,851−13.6% | Reduced |
| Violich Capital Management, Inc. | 18,085 | $4.99M | 0.70% | −190−1.0% | Reduced |
| Pure Financial Advisors, Inc. | 18,080 | $4.98M | 0.09% | +7,953+78.5% | Added |
| MTM Investment Management, LLC | 18,016 | $4.97M | 1.67% | +456+2.6% | Added |
| JBF Capital, Inc. | 18,000 | $4.96M | 0.79% | 00.0% | Unchanged |
| Anderson Hoagland & Co | 17,990 | $4.96M | 0.47% | −2,922−14.0% | Reduced |
| Mechanics Bank Trust Department | 17,986 | $4.96M | 0.71% | −411−2.2% | Reduced |
| Birinyi Associates Inc | 17,924 | $4.94M | 1.45% | −595−3.2% | Reduced |
| Altman Advisors, Inc. | 18,589 | $4.92M | 2.01% | −50−0.3% | Reduced |
| Archer Investment Corp | 17,784 | $4.90M | 1.17% | +67+0.4% | Added |
| Meadow Creek Wealth Advisors LLC | 17,746 | $4.89M | 3.30% | +979+5.8% | Added |