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, Q4 2025
Institutional positions in Broadcom Inc. as of Dec 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
- 4,729
- +532 vs. Q3 2025
- Shares held
- 3.68B
- +147.7M (+4.2%) vs. Q3 2025
- Total value
- $1.27T
- +$108.2B (+9.3%) vs. Q3 2025
- New holders
- 649
- 1,927 more added
- Sold out
- 117
- 1,850 more reduced
98 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Broadcom Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Wealth & Retirement Planning, Inc. | 6,364 | $2.20M | 0.52% | −14−0.2% | Reduced |
| Athena Investment Management | 6,351 | $2.20M | 1.13% | +135+2.2% | Added |
| Balentine LLC | 6,351 | $2.20M | 0.08% | +1,370+27.5% | Added |
| Goldenstone Wealth Management LLC | 6,349 | $2.20M | 1.64% | +6,349 | New |
| Lebenthal Global Advisors, LLC | 6,333 | $2.19M | 0.34% | +1,318+26.3% | Added |
| Englebert Financial Advisers, LLC | 6,323 | $2.19M | 2.52% | +6,323 | New |
| Crew Capital Management, Ltd. | 6,323 | $2.19M | 1.38% | +42+0.7% | Added |
| BTG Pactual Asset Management US LLC | 6,321 | $2.19M | 0.24% | +2,598+69.8% | Added |
| Chatham Capital Group, Inc. | 6,320 | $2.19M | 0.31% | −130−2.0% | Reduced |
| United Community Bank | 6,318 | $2.19M | 0.83% | +204+3.3% | Added |
| Financial Advisors Network, Inc. | 6,308 | $2.18M | 0.30% | +478+8.2% | Added |
| Haven Private, LLC | 6,307 | $2.18M | 0.96% | +25+0.4% | Added |
| Wealth Dimensions Group, Ltd. | 6,305 | $2.18M | 0.43% | −1,676−21.0% | Reduced |
| Pincus Capital Management, LP | 6,276 | $2.17M | 1.45% | +6,276 | New |
| Lafayette Investments, Inc. | 6,274 | $2.17M | 0.41% | +300+5.0% | Added |
| Holistic Financial Partners | 6,251 | $2.16M | 0.78% | +80+1.3% | Added |
| Worth Asset Management, LLC | 6,230 | $2.16M | 0.91% | +3,479+126.5% | Added |
| Harbour Wealth Management Group, Inc. | 6,228 | $2.16M | 1.69% | +6,228 | New |
| Evernest Financial Advisors, LLC | 6,267 | $2.16M | 0.45% | −1,636−20.7% | Reduced |
| Gsa Capital Partners LLP | 6,216 | $2.15M | 0.19% | +497+8.7% | Added |
| LGT Capital Partners Ltd. | 6,200 | $2.15M | 0.11% | +6,200 | New |
| Xxi Wealth, LLC | 6,189 | $2.14M | 1.30% | +6,189 | New |
| Compass Capital Corp | 6,278 | $2.14M | 0.82% | +1,030+19.6% | Added |
| Blackstone Group Inc. | 6,182 | $2.14M | 0.01% | +6,182 | New |
| Heritage Investment Group, Inc. | 6,181 | $2.14M | 0.33% | +3,890+169.8% | Added |
| waypoint wealth counsel | 6,181 | $2.14M | 0.78% | +144+2.4% | Added |
| Cahaba Wealth Management, Inc. | 6,179 | $2.14M | 0.15% | −20−0.3% | Reduced |
| Willner & Heller, LLC | 6,174 | $2.14M | 1.54% | −2,574−29.4% | Reduced |
| Mechanics Financial Corp | 6,166 | $2.13M | 0.79% | +1,503+32.2% | Added |
| Greenland Capital Management LP | 6,157 | $2.13M | 0.31% | +5,115+490.9% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 6,155 | $2.13M | 1.66% | +6,155 | New |
| Acorns Advisers, LLC | 6,152 | $2.13M | 0.02% | +686+12.6% | Added |
| EdgeRock Capital LLC | 6,150 | $2.13M | 0.57% | +799+14.9% | Added |
| Retirement Planning Group | 6,147 | $2.13M | 0.07% | +425+7.4% | Added |
| Westco Advisory Services Inc | 6,128 | $2.12M | 1.30% | +6,128 | New |
| Weaver C. Barksdale & Associates, Inc. | 6,125 | $2.12M | 2.22% | −959−13.5% | Reduced |
| Park Place Capital Corp | 6,115 | $2.12M | 0.44% | −160−2.5% | Reduced |
| Chancellor Financial Group WB LP | 6,104 | $2.11M | 1.45% | +131+2.2% | Added |
| BOS Asset Management, LLC | 6,095 | $2.11M | 0.56% | +18+0.3% | Added |
| TCFG Wealth Management, LLC | 6,092 | $2.11M | 0.82% | −223−3.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 6,087 | $2.11M | 0.04% | +579+10.5% | Added |
| Secure Asset Management, LLC | 6,086 | $2.11M | 0.33% | +602+11.0% | Added |
| Sterling Investment Counsel, LLC | 6,437 | $2.11M | 0.60% | +1,300+25.3% | Added |
| Auxano Advisors, LLC | 6,082 | $2.11M | 0.42% | +220+3.8% | Added |
| Courier Capital LLC | 6,069 | $2.10M | 0.12% | −329−5.1% | Reduced |
| SkyOak Wealth, LLC | 6,060 | $2.10M | 0.38% | +1,451+31.5% | Added |
| Net Worth Advisory Group | 6,060 | $2.10M | 0.42% | +911+17.7% | Added |
| Thrive Wealth Management, LLC | 6,054 | $2.10M | 0.31% | +500+9.0% | Added |
| Advanced Portfolio Management, LLC | 6,052 | $2.09M | 6.39% | −12,138−66.7% | Reduced |
| Red Reef Advisors LLC | 6,047 | $2.09M | 2.13% | +6,047 | New |
| Sterling Investment Advisors LLC | 6,046 | $2.09M | 1.01% | +11+0.2% | Added |
| Benchmark Financial Wealth Advisors, LLC | 6,046 | $2.09M | 0.60% | −350−5.5% | Reduced |
| Financial Security Advisor, Inc. | 6,045 | $2.09M | 0.40% | +257+4.4% | Added |
| Odyssey Capital Advisors, Inc. | 6,042 | $2.09M | 1.86% | +6,042 | New |
| Mosaic Financial Group, LLC | 6,041 | $2.09M | 1.43% | −824−12.0% | Reduced |
| Heritage Financial Services, LLC | 6,035 | $2.09M | 0.17% | −2,191−26.6% | Reduced |
| CTC Alternative Strategies, Ltd. | 6,020 | $2.08M | 3.90% | +4,422+276.7% | Added |
| Centric Wealth Management | 6,288 | $2.08M | 0.44% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 6,015 | $2.08M | 0.15% | −6,446−51.7% | Reduced |
| Traveka Wealth, LLC | 6,006 | $2.08M | 0.85% | +48+0.8% | Added |
| Proficio Capital Partners LLC | 6,006 | $2.08M | 0.15% | −532−8.1% | Reduced |
| Papamarkou Wellner Asset Management inc. | 6,002 | $2.08M | 1.25% | +13+0.2% | Added |
| Tannin Capital LLC | 6,001 | $2.08M | 1.86% | +6,001 | New |
| Semus Wealth Partners LLC | 5,990 | $2.07M | 1.12% | +357+6.3% | Added |
| Creative Financial Designs Inc | 5,959 | $2.06M | 0.13% | +526+9.7% | Added |
| Bedell Frazier Investment Counseling, LLC | 5,952 | $2.06M | 0.40% | −79−1.3% | Reduced |
| Global Trust Wealth Management LLC | 5,948 | $2.06M | 1.53% | +5,948 | New |
| Financial Management Professionals, Inc. | 5,943 | $2.06M | 0.21% | +16+0.3% | Added |
| Brucke Financial, Inc. | 5,942 | $2.06M | 1.12% | −440−6.9% | Reduced |
| M3 Advisory Group, LLC | 5,941 | $2.06M | 1.25% | +65+1.1% | Added |
| Intrepid Financial Planning Group LLC | 5,940 | $2.06M | 0.78% | −187−3.1% | Reduced |
| Long Run Wealth Advisors, LLC | 5,937 | $2.05M | 0.39% | +151+2.6% | Added |
| Stegent Equity Advisors, Inc. | 5,930 | $2.05M | 1.60% | −1,739−22.7% | Reduced |
| Barr E S & Co | 5,928 | $2.05M | 0.11% | +162+2.8% | Added |
| Apella Capital, LLC | 5,916 | $2.05M | 0.04% | +790+15.4% | Added |
| Tranquility Partners, LLC | 5,908 | $2.04M | 0.74% | −953−13.9% | Reduced |
| Green Alpha Advisors, LLC | 5,908 | $2.04M | 1.87% | −299−4.8% | Reduced |
| Goldstone Financial Group, LLC | 5,889 | $2.04M | 0.23% | +191+3.4% | Added |
| United Advisor Group, LLC | 5,860 | $2.03M | 0.26% | +1,381+30.8% | Added |
| VeraBank, N.A. | 5,838 | $2.02M | 0.37% | +29+0.5% | Added |
| Mill Creek Capital Advisors, LLC | 5,832 | $2.02M | 0.04% | −2,704−31.7% | Reduced |
| Pinnbrook Capital Management LP | 5,815 | $2.01M | 0.52% | −30,047−83.8% | Reduced |
| Wedge Capital Management L L P | 5,794 | $2.01M | 0.04% | +233+4.2% | Added |
| Sulzberger Capital Advisors, Inc. | 5,790 | $2.00M | 2.02% | +244+4.4% | Added |
| Umpqua Bank | 5,782 | $2.00M | 0.56% | +280+5.1% | Added |
| LPWM LLC | 5,779 | $2.00M | 0.50% | +308+5.6% | Added |
| Waddell & Associates, LLC | 5,777 | $2.00M | 0.13% | +748+14.9% | Added |
| Sage Rhino Capital LLC | 5,773 | $2.00M | 0.38% | −591−9.3% | Reduced |
| Coquina Private Wealth LLC | 5,761 | $1.99M | 1.60% | +5,761 | New |
| BluePath Capital Management, LLC | 5,759 | $1.99M | 1.35% | +448+8.4% | Added |
| Trueblood Wealth Management, LLC | 5,757 | $1.99M | 0.78% | −356−5.8% | Reduced |
| Tiemann Investment Advisors, LLC | 5,755 | $1.99M | 0.77% | −660−10.3% | Reduced |
| Greenspring Advisors, LLC | 5,732 | $1.98M | 0.12% | +2,702+89.2% | Added |
| Legacy Capital Wealth Partners, LLC | 5,715 | $1.98M | 0.42% | −298−5.0% | Reduced |
| GSG Advisors LLC | 5,703 | $1.97M | 0.51% | +181+3.3% | Added |
| Delta Investment Management, LLC | 5,703 | $1.97M | 0.34% | +1,456+34.3% | Added |
| Solitude Financial Services | 5,699 | $1.97M | 0.65% | +400+7.5% | Added |
| Sentinus, LLC | 5,699 | $1.97M | 0.19% | +781+15.9% | Added |
| Sonoma Allocations LLC | 5,952 | $1.97M | 0.65% | −564−8.7% | Reduced |
| Chesapeake Asset Management LLC | 5,681 | $1.97M | 1.63% | −1,528−21.2% | Reduced |