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Disclosery

AVGO BROADCOM INC

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COM (common), issuer CIK 1730168

4,021 managers (4,086 13F filers) reported a position in AVGO shares at 2025-06-30, 3,616,387,288 shares in all. 432 filers opened a position and 162 filers sold out during the quarter.

Managers
4,021
13F filers
4,086
New
432
Added
1,826
Reduced
1,499
Sold out
162
Shares held by filers
3,616,387,288

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RW Investment Management LLC5,687$1.57M0.17%+1,51613F-HRTimeline
Fairtree Asset Management (Pty) Ltd5,681$1.57M1.18%-1,95413F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.5,674$1.56M0.92%+23513F-HRTimeline
Hamilton Capital, LLC5,673$1.56M0.09%-1,01713F-HRTimeline
CIDEL ASSET MANAGEMENT INC5,670$1.56M0.09%-50613F-HRTimeline
Curbstone Financial Management Corp5,650$1.56M0.32%-54013F-HRTimeline
Krane Funds Advisors LLC5,636$1.55M0.06%+2,94013F-HRTimeline
M3 Advisory Group, LLC5,633$1.55M1.07%+49713F-HRTimeline
Corundum Group, Inc.5,625$1.55M0.69%+113F-HRTimeline
ROVIN CAPITAL /UT/ /ADV5,615$1.55M0.47%-8013F-HRTimeline
ROGCO, LP5,614$1.55M0.58%-70713F-HRTimeline
Guild Investment Management, Inc.5,600$1.54M1.34%013F-HRTimeline
MRWM Advisors, LLC5,598$1.54M0.97%+16213F-HRTimeline
Bullseye Investment Management, LLC9,214$1.54M0.94%013F-HRTimeline
Traveka Wealth, LLC5,578$1.54M0.81%-28413F-HRTimeline
PRIVATE CLIENT SERVICES, LLC5,564$1.53M0.6%+1,35513F-HRTimeline
Bain Capital Public Equity, LPin group Bain Capital Life Sciences In…5,560$1.53M1.01%new13F-HRTimelineGroup
TCI Wealth Advisors, Inc.5,560$1.53M0.11%+29813F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC5,545$1.53M0.98%-21313F-HRTimeline
Compass Wealth Management, LLC/GA5,541$1.53M0.82%13F-HRTimeline
Thrive Wealth Management, LLC5,537$1.53M0.25%-19013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC5,530$1.52M1.11%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC4,871$1.52M0.49%+44313F-HRTimeline
Notis-McConarty Edward5,522$1.52M0.74%013F-HRTimeline
Holistic Financial Partners5,516$1.52M0.67%-18613F-HRTimeline
Game Plan Financial Advisors, LLC5,510$1.52M0.66%-12,44513F-HRTimeline
Rosenberg Matthew Hamilton5,497$1.52M0.35%-45113F-HRTimeline
Addison Advisors LLC5,496$1.51M0.38%+16313F-HRTimeline
OXFORD ASSET MANAGEMENT LLP5,490$1.51M0.5%-3,98813F-HRTimeline
L.M. KOHN & COMPANY5,475$1.51M0.41%-1,38013F-HRTimeline
RAM Investment Partners, LLC5,468$1.51M0.32%+37713F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co5,465$1.51M0.35%+19013F-HRTimeline
Sulzberger Capital Advisors, Inc.5,461$1.51M1.76%-24213F-HRTimeline
LPWM LLC5,457$1.5M0.44%+413F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC5,441$1.5M1.18%-7513F-HRTimeline
Caitlin John, LLC5,433$1.5M1.36%+1,18513F-HRTimeline
Solitude Financial Services5,429$1.5M0.54%+2,53013F-HRTimeline
Crown Wealth Group, LLC5,427$1.5M0.56%+70113F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC5,418$1.49M0.33%+43613F-HRTimeline
AMERIFLEX GROUP, INC.5,526$1.49M0.78%-13,89813F-HRTimeline
Cassia Capital Partners, LLC5,413$1.49M0.9%-12813F-HRTimeline
GSG Advisors LLC5,410$1.49M0.43%+57113F-HRTimeline
Private Wealth Asset Management, LLC5,399$1.49M0.2%-1,00613F-HRTimeline
HARTLINE INVESTMENT CORP/5,394$1.49M0.17%-15013F-HRTimeline
Semus Wealth Partners LLC5,393$1.49M0.96%+23413F-HRTimeline
D.B. Root & Company, LLC5,388$1.49M0.44%+88713F-HRTimeline
Morton Brown Family Wealth, LLC5,387$1.48M0.45%-93513F-HRTimeline
Synergy Financial Group, LTD5,370$1.48M1.09%-613F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC5,365$1.48M0.5%+2913F-HRTimeline
Peak Planning Group, LLC5,359$1.48M0.95%-1,12713F-HRTimeline
Argyle Capital Management, LLC5,358$1.48M0.54%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV5,356$1.48M0.53%-12413F-HRTimeline
Aletheian Wealth Advisors LLC5,356$1.48M0.73%-8213F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC5,354$1.48M0.74%-18413F-HRTimeline
DT Investment Partners, LLC5,347$1.47M0.13%-5013F-HRTimeline
Rossby Financial, LCC5,346$1.47M0.55%-2813F-HRTimeline
POM Investment Strategies, LLC5,345$1.47M1.05%+5,29013F-HRTimeline
Resurgent Financial Advisors LLC5,344$1.47M0.81%+17413F-HRTimeline
Curated Wealth Partners LLC5,338$1.47M0.17%+1,39813F-HRTimeline
Coastline Trust Co5,320$1.47M0.17%-80313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ENDEAVOR PRIVATE WEALTH, INC.5,315$1.47M0.69%-23213F-HRTimeline
ARVEST INVESTMENTS, INC.5,311$1.46M0.22%new13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP5,310$1.46M0.22%+30613F-HRTimeline
PETRA FINANCIAL ADVISORS INC5,302$1.46M0.93%+2,95813F-HRTimeline
Kensington Investment Counsel, LLC5,299$1.46M0.63%+6913F-HRTimeline
Saxony Capital Management, LLC5,287$1.46M1.12%-66113F-HRTimeline
FPC INVESTMENT ADVISORY, INC.4,892$1.45M0.91%-16013F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…5,270$1.45M0.67%013F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC5,266$1.45M0.03%+44613F-HRTimeline
Goldstone Financial Group, LLC5,273$1.45M0.19%+56713F-HRTimeline
FIRST COMMUNITY TRUST NA5,257$1.45M1.18%-1013F-HRTimeline
Boreal Capital Management LLC5,233$1.44M1.19%13F-HRTimeline
STANCE CAPITAL LLC5,225$1.44M0.54%new13F-HRTimeline
Ascent Capital Management, LLC5,210$1.44M1.28%+16013F-HRTimeline
Concentrum Wealth Management5,186$1.43M0.45%+16313F-HRTimeline
Curran Financial Partners, LLC5,185$1.43M0.32%new13F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.5,183$1.43M1%+85713F-HRTimeline
Security Financial Services, INC.5,164$1.42M0.25%+60213F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC5,163$1.42M0.6%+1,31113F-HRTimeline
Secure Asset Management, LLC5,158$1.42M0.26%-1,11613F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD5,150$1.42M1.13%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,151$1.42M0.1%+19013F-HRTimeline
Rothschild Capital Partners, LLC5,150$1.42M0.37%013F-HRTimeline
Scott Marsh Financial, LLC5,150$1.42M0.53%13F-HRTimeline
EdgeRock Capital LLC5,131$1.41M0.45%-45713F-HRTimeline
ROBERTS GLORE & CO INC /IL/5,130$1.41M0.41%-67013F-HRTimeline
MRA Advisory Group5,121$1.41M0.66%-1,27113F-HRTimeline
Redmond Asset Management, LLC5,120$1.41M0.34%-1013F-HRTimeline
Lifeworks Advisors, LLC5,119$1.41M0.21%-13,97913F-HRTimeline
Northwest Bancshares, Inc.5,105$1.41M0.25%-28513F-HRTimeline
UNION SAVINGS BANK4,785$1.41M0.65%-21013F-HRTimeline
Omnia Family Wealth, LLC5,097$1.4M0.51%+62913F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC5,216$1.4M0.5%+23213F-HRTimeline
Hansen & Associates Financial Group, In…5,215$1.4M0.76%new13F-HRTimeline
TOWER TRUST & INVESTMENT Co5,080$1.4M1%+4,21013F-HRTimeline
Ipsen Advisor Group LLC5,071$1.4M1.06%-1,53913F-HRTimeline
FWG Holdings, LLC4,689$1.4M0.66%+4413F-HRTimeline
Virtue Capital Management, LLC5,063$1.4M0.26%-1,21913F-HRTimeline
ROMAN BUTLER FULLERTON & CO4,818$1.4M0.41%+73513F-HRTimeline
FOCUS Wealth Advisors, LLC5,060$1.39M0.72%-29013F-HRTimeline
Goldstein Advisors, LLC5,032$1.39M0.19%-1,13013F-HRTimeline
Atala Financial Inc5,021$1.38M0.95%-9413F-HRTimeline
Aventura Private Wealth, LLC5,009$1.38M0.6%+39113F-HRTimeline
GWN SECURITIES INC.4,980$1.38M0.26%-6,29513F-HRTimeline
MOTIVE WEALTH ADVISORS5,005$1.38M0.63%+65113F-HRTimeline
OV Management LLC5,005$1.38M1.16%-8,34313F-HRTimeline
Ulysses Management LLC5,000$1.38M0.3%new13F-HRTimeline
FDx Advisors, Inc.4,993$1.38M0.42%-1,11513F-HRTimeline
My Legacy Advisors, LLC4,992$1.37M0.49%+60813F-HRTimeline
Bordeaux Wealth Advisors LLC4,982$1.37M0.18%+42313F-HRTimeline
Paladin Advisory Group, LLC4,979$1.37M1.05%-21113F-HRTimeline
OLD NATIONAL BANCORP /IN/4,971$1.37M0.02%new13F-HRTimeline
CORDA Investment Management, LLC.4,946$1.36M0.1%new13F-HRTimeline
Wealthstream Advisors, Inc.4,929$1.36M0.23%+86213F-HRTimeline
1858 WEALTH MANAGEMENT, LLC4,915$1.35M1%-38013F-HRTimeline
Family Capital Management, Inc.4,909$1.35M0.71%+94713F-HRTimeline
Trail Ridge Investment Advisors, LLC4,607$1.35M0.65%-5213F-HRTimeline
Acorns Advisers, LLC4,904$1.35M0.01%+72013F-HRTimeline
Kellett Wealth Advisors, LLC4,886$1.35M0.88%+82013F-HRTimeline
Driehaus Capital Management LLC4,878$1.34M0.01%-78413F-HRTimeline
Granite Harbor Advisors, Inc.4,863$1.34M0.63%+20613F-HRTimeline
Principle Wealth Partners LLC4,861$1.34M0.08%+1,37613F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC4,866$1.34M0.92%+19613F-HRTimeline
K2 PRINCIPAL FUND, L.P.4,854$1.34M0.25%+78213F-HRTimeline
National Wealth Management Group, LLC4,849$1.34M0.75%new13F-HRTimeline
Berkeley Capital Partners, LLC4,846$1.34M0.34%+19013F-HRTimeline
Advisory Resource Group4,838$1.33M0.26%-1,30113F-HRTimeline
T. Rowe Price Investment Management, In…4,834$1.33M<0.01%-2,771,67913F-HRTimeline
Wealth Group, Ltd.4,830$1.33M1.32%-1,80813F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC4,824$1.33M0.61%-24413F-HRTimeline
Verity Asset Management, Inc.4,823$1.33M0.63%-1413F-HRTimeline
Inlet Private Wealth, LLC4,817$1.33M0.33%013F-HRTimeline
Aventus Investment Advisors, Inc.4,806$1.32M1.19%13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/4,797$1.32M0.07%+3413F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC4,794$1.32M0.25%+2,36913F-HRTimelineGroup
AllSquare Wealth Management LLC4,792$1.32M0.74%-34813F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC4,784$1.32M0.55%-1,80713F-HRTimeline
Cascade Financial Partners, LLC4,785$1.32M0.16%+17013F-HRTimeline
Advisor Resource Council4,770$1.31M0.65%-16,01313F-HRTimeline
MFA Wealth Services4,762$1.31M0.99%+7613F-HRTimeline
Nicholas Wealth, LLC.4,755$1.31M1.15%-56013F-HR/ATimeline
ARTHUR M. COHEN & ASSOCIATES, LLC4,751$1.31M0.23%013F-HRTimeline
Net Worth Advisory Group4,747$1.31M0.29%+59213F-HRTimeline
Autumn Glory Partners, LLC4,736$1.31M0.61%+33113F-HRTimeline
Invera Wealth Advisors, LLC4,730$1.3M0.85%-16713F-HRTimeline
SkyView Investment Advisors, LLC4,781$1.29M0.19%+1,04013F-HRTimeline
Mascagni Wealth Management, Inc.4,694$1.29M1.1%-5513F-HRTimeline
RATIONAL ADVISORS, INC.4,691$1.29M0.13%-1313F-HRTimeline
Smart Money Group LLC4,674$1.29M0.4%+32213F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK4,674$1.29M0.7%013F-HRTimeline
Forefront Wealth Partners, LLC5,548$1.29M0.88%-20213F-HRTimeline
Abbot Financial Management, Inc.4,661$1.28M0.59%-4913F-HRTimeline
Precision Wealth Strategies, LLC4,653$1.28M0.42%-10,73413F-HRTimeline
Beacon Bridge Wealth Partners, LLC4,649$1.28M0.51%-313F-HRTimeline
Balentine LLC4,629$1.28M0.05%+2,18213F-HRTimeline
Running Point Capital Advisors, LLC4,608$1.27M0.35%-14313F-HRTimeline
SkyOak Wealth, LLC4,592$1.27M0.25%-67813F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P4,590$1.27M0.03%+71413F-HRTimeline
Greenfield Savings Bank4,585$1.26M0.57%+17713F-HRTimeline
McNaughton Wealth Management, LLC4,583$1.26M0.56%-9013F-HRTimeline
LifeWealth Investments, LLC4,582$1.26M0.46%+76613F-HR/ATimeline
GILL CAPITAL PARTNERS, LLC4,577$1.26M0.41%+15113F-HRTimeline
Bangor Savings Bank4,577$1.26M0.11%-8913F-HRTimeline
KINTRA WEALTH, LLC4,576$1.26M0.76%+2,11713F-HRTimeline
Columbia Bank4,617$1.25M0.38%+2,77313F-HRTimeline
OmniStar Financial Group, Inc.4,545$1.25M0.94%+15613F-HRTimeline
Bay Capital Advisors, LLC4,545$1.25M0.95%-16813F-HRTimeline
Cyr Financial Inc.4,525$1.25M0.96%+1,74713F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV4,512$1.24M0.54%013F-HRTimeline
Samalin Investment Counsel, LLC4,506$1.24M0.48%-8713F-HRTimeline
WINCAP FINANCIAL LLC4,494$1.24M1%-37613F-HRTimeline
Tripletail Wealth Management, LLC4,030$1.24M1.77%13F-HRTimeline
Keystone Financial Services4,488$1.24M0.42%+1,66313F-HRTimeline
Smith Anglin Financial, LLC4,478$1.23M0.11%-17213F-HRTimeline
Rothschild Wealth LLC4,470$1.23M0.3%+43013F-HRTimeline
Horan Securities, Inc.4,463$1.23M0.43%+37113F-HRTimeline
WealthBridge Capital Management, LLC4,460$1.23M0.31%-16613F-HRTimeline
Aries Wealth Management4,460$1.23M0.32%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp4,434$1.22M0.03%-92913F-HRTimelineGroup
Red Wave Investments LLC4,434$1.22M0.4%013F-HRTimeline
Fortitude Family Office, LLC4,426$1.22M0.4%+35613F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC4,483$1.22M0.14%+27913F-HRTimeline
NORTH DALLAS BANK & TRUST CO4,420$1.22M0.92%13F-HRTimeline
Encompass More Asset Management4,416$1.22M0.28%-46113F-HRTimeline
Ellevest, Inc.4,398$1.21M0.19%+78313F-HRTimeline
Morton Capital Management LLC/CA4,396$1.21M0.21%-7313F-HRTimeline
one8zero8, LLC4,391$1.21M0.29%-22213F-HRTimeline
Invst, LLC4,391$1.21M0.15%+24613F-HRTimeline
Horizon Family Wealth, Inc.4,390$1.21M0.74%-46813F-HRTimeline
Telos Capital Management, Inc.4,384$1.21M0.12%+44913F-HRTimeline
Stenger Family Office, LLC3,987$1.21M0.31%13F-HRTimeline
Hamilton Wealth, LLC4,376$1.21M0.27%+41513F-HRTimeline
LEIGH BALDWIN & CO., LLC4,371$1.2M0.79%-10113F-HRTimeline
Riverview Trust Co4,370$1.2M1.5%-3,52313F-HRTimeline
Capstone Financial Advisors, Inc.4,369$1.2M0.07%+2,54713F-HRTimeline
Warwick Investment Management, Inc.4,369$1.2M0.23%+65213F-HRTimeline
J. L. Bainbridge & Co., Inc.4,356$1.2M0.11%013F-HRTimeline
Beacon Capital Management, LLC4,344$1.2M0.16%-13113F-HRTimeline
Cottage Street Advisors LLC4,340$1.2M0.62%+12913F-HRTimeline
Elevated Capital Advisors, LLC7,140$1.2M0.33%013F-HRTimeline