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Disclosery

AVGO BROADCOM INC

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COM (common), issuer CIK 1730168

4,645 managers (4,728 13F filers) reported a position in AVGO shares at 2025-12-31, 3,682,163,435 shares in all. 225 filers opened a position and 118 filers sold out during the quarter.

Managers
4,645
13F filers
4,728
New
225
Added
1,928
Reduced
1,847
Sold out
118
Shares held by filers
3,682,163,435

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Unique Wealth Strategies, LLC2,942$1.02M0.4%-22113F-HRTimeline
ATLAS CAPITAL ADVISORS INC.2,941$1.02M0.11%13F-HRTimeline
Pathway Financial Advisors LLC2,960$1.02M0.13%013F-HRTimeline
Lifestyle Asset Management, Inc.2,940$1.02M0.33%-69113F-HRTimeline
Crusonia Wealth Advisors LLC2,939$1.02M0.22%13F-HRTimeline
Allied Investment Advisors, LLC2,938$1.02M0.16%+5513F-HRTimeline
Quantessence Capital LLC2,938$1.02M11.76%new13F-HRTimeline
Radnor Capital Management, LLC2,937$1.02M0.15%-3,81413F-HRTimeline
Exchange Bank2,935$1.02M0.7%-32913F-HRTimeline
Mainstream Capital Management LLC2,927$1.01M0.66%-7413F-HRTimeline
WMG Financial Advisors, LLC2,926$1.01M0.42%-5,02213F-HRTimeline
Accelerate Investment Advisors LLC2,918$1.01M0.68%+17613F-HRTimeline
WHITE PINE CAPITAL LLC2,911$1.01M0.28%-14013F-HRTimeline
SilverOak Wealth Management LLC2,906$1.01M0.16%-14213F-HRTimeline
Sunburst Financial Group, LLC2,898$1M0.2%+1,07713F-HRTimeline
Cedarwood Wealth LLC3,086$1M1.12%13F-HRTimeline
Echo45 Advisors LLC2,892$1M0.57%-8913F-HRTimeline
MYECFO, LLC2,890$1M0.42%new13F-HRTimeline
O'Brien Greene & Co. Inc2,889$1000K0.3%-11113F-HRTimeline
Oakwell Private Wealth Management, LLC2,872$994K0.19%+4913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SOA Wealth Advisors, LLC.17,645$993K0.17%+67813F-HRTimeline
WINNACLE WEALTH LLC2,861$993K0.73%-89013F-HRTimeline
Yoder Wealth Management, Inc.2,863$991K0.45%+16513F-HRTimeline
First Command Advisory Services, Inc.2,860$990K0.01%-62313F-HRTimeline
Clearwater Capital Advisors, LLC2,851$987K0.08%-1,11113F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA2,848$986K0.61%+37313F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,846$985K0.1%new13F-HRTimeline
WIN ADVISORS, INC2,845$985K0.42%+1,58013F-HRTimeline
High Net Worth Advisory Group LLC2,845$985K0.23%+18313F-HRTimeline
Vermillion & White Wealth Management Gr…2,843$984K0.54%+213F-HRTimeline
BLKBRD Asset Management, LP2,836$982K1.32%-54,10413F-HRTimeline
Kaufman Rossin Wealth, LLC2,832$980K0.51%-28413F-HRTimeline
Bernardo Wealth Planning LLC2,830$979K0.19%+1,66713F-HRTimeline
North Capital, Inc.2,828$979K0.84%+1913F-HR/ATimeline
CAHILL FINANCIAL ADVISORS INC2,823$977K0.11%-3713F-HRTimeline
Midwest Financial Group LLC2,823$977K0.43%-413F-HRTimeline
M1 Capital Management LLC2,813$973K0.41%+9813F-HRTimeline
KICKSTAND VENTURES, LLC.2,809$972K0.2%013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…2,809$972K0.59%+43213F-HRTimelineGroup
Hudock, Inc.2,805$971K0.14%+57913F-HRTimeline
Eldridge Investment Advisors, Inc.2,805$971K0.21%013F-HRTimeline
Campion Asset Management2,805$971K0.67%013F-HRTimeline
BARINGS LLCin group BARINGS LLC2,803$970K0.02%-213F-HRTimelineGroup
SC&H Financial Advisors, Inc.2,802$970K0.15%-61413F-HRTimeline
Broadway Wealth Solutions, Inc.2,802$970K0.52%+19813F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.2,800$969K0.07%-4513F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC2,795$967K0.14%-27313F-HRTimeline
Andrews Advisory Associates, LLC2,794$967K0.51%13F-HRTimeline
Opus Capital Group, LLC2,791$966K0.1%-11313F-HRTimeline
Aigen Investment Management, LP2,788$965K0.22%-3,40213F-HRTimeline
Friedenthal Financial2,787$965K0.5%+2,71013F-HRTimeline
AlphaQuest LLC2,782$963K0.05%+1,72513F-HRTimeline
Insight Inv LLC2,773$960K0.54%+69513F-HRTimeline
BLALOCK WILLIAMS, LLC2,764$957K0.77%+2213F-HRTimeline
One Charles Private Wealth Services, LLC2,760$955K0.25%-8513F-HRTimeline
Financial Sense Advisors, Inc.2,755$954K0.18%013F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC2,730$945K0.1%-4,22113F-HRTimeline
Tillman Hartley LLC2,729$945K0.24%+66413F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC2,725$943K0.73%-27013F-HRTimeline
BBR PARTNERS, LLC2,724$943K0.05%+29513F-HRTimeline
Shum Financial Group, Inc.2,724$943K0.68%+1,05313F-HRTimeline
Pine Haven Investment Counsel, Inc2,710$938K0.67%-2513F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department2,706$937K0.25%-20813F-HRTimelineGroup
Cross Staff Investments Inc2,705$936K0.52%013F-HRTimeline
King Wealth Management Group2,703$936K0.11%-7213F-HRTimeline
Gilbert Capital Group, Inc.2,700$934K0.7%-9013F-HRTimeline
Empirical Asset Management, LLC8,726$934K0.26%+4513F-HRTimeline
American Institute for Advanced Investm…2,692$931K0.6%-14313F-HRTimeline
Omnitrust Wealth Management, Inc2,683$929K1.18%13F-HRTimeline
EAGLE WEALTH STRATEGIES LLC2,678$927K0.43%-9213F-HRTimeline
Timothy G. Youngquist 2020 Irrevocable …2,676$926K0.79%13F-HRTimeline
Cornell Pochily Investment Advisors, In…2,674$926K0.27%+10713F-HRTimeline
Tenzing Financial LLC2,673$925K0.75%13F-HRTimeline
WAYSTONE ADVISORS LLC2,666$923K0.79%13F-HRTimeline
Pinnacle Bancorp, Inc.2,666$923K0.27%-2313F-HRTimeline
Live Oak Investment Partners2,664$922K0.57%-30013F-HRTimeline
Rather & Kittrell, Inc.2,663$922K0.15%+35813F-HRTimeline
RVW Wealth, LLC2,661$921K0.07%+1513F-HRTimeline
Tandem Wealth Advisors LLC2,660$921K0.41%+42813F-HRTimeline
Wise Wealth Partners2,658$920K1.32%013F-HRTimeline
Horizon Family Wealth, Inc.2,657$920K0.49%-44413F-HRTimeline
Pettinga Financial Advisors LLC2,653$918K0.17%+2513F-HRTimeline
PeakShares LLC2,652$918K0.9%13F-HRTimeline
High Falls Advisors, Inc2,651$918K0.19%-15613F-HRTimeline
Centurion Wealth Management LLC2,650$917K0.2%013F-HRTimeline
Clark Asset Management, LLC2,648$917K0.1%+64813F-HRTimeline
Westshore Wealth, LLC2,648$916K0.3%-18513F-HRTimeline
A. D. Beadell Investment Counsel, Inc.2,649$916K0.59%013F-HRTimeline
PICTET BANK & TRUST Ltd2,645$915K1.1%new13F-HRTimeline
BENNETT SELBY INVESTMENTS LP2,640$914K0.29%013F-HRTimeline
Yeomans Consulting Group, Inc.2,640$914K0.27%-95213F-HRTimeline
Vilga Financial Planning LLC2,639$913K0.87%13F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC2,638$913K0.45%13F-HRTimeline
Triumph Capital Management2,632$911K0.2%-3,36513F-HRTimeline
Royal Capital Wealth Management, LLC2,630$910K0.54%013F-HRTimeline
Leonard Rickey Investment Advisors P.L.…2,624$908K0.16%+2113F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,624$908K0.06%-36113F-HRTimeline
Rollins Financial Advisors, LLC2,623$908K0.13%+18713F-HRTimeline
Financial Planning Hawaii, Inc.2,612$904K0.52%13F-HRTimeline
CAP Partners, LLC2,611$904K0.51%-6313F-HRTimeline
Ellis Investment Partners, LLC2,609$903K0.16%+2513F-HRTimeline
MA Private Wealth2,607$902K0.15%+26113F-HRTimeline
Sentry LLC2,607$902K0.25%013F-HRTimeline
Arta Finance Wealth Management LLC2,607$902K0.46%13F-HRTimeline
TWO SIGMA SECURITIES, LLC2,605$902K0.12%-1,31813F-HRTimeline
Concorde Asset Management, LLC2,605$902K0.36%-19413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,602$901K0.06%-2913F-HRTimeline
Schneider Downs Wealth Management Advis…2,601$900K0.1%new13F-HRTimeline
ASHFORD CAPITAL MANAGEMENT INC2,600$900K0.1%-50013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…2,591$897K0.14%+30513F-HRTimeline
Summa Corp.2,591$897K0.38%-7213F-HRTimeline
Park Capital Management, LLC / WI2,587$895K0.64%-2,04513F-HRTimeline
Nova Wealth Management, Inc.2,584$894K0.61%+13013F-HRTimeline
Estate Planners Group, LLC2,582$894K0.39%13F-HRTimeline
First Heartland Consultants, Inc.2,581$893K0.07%-3913F-HRTimeline
MFA WEALTH ADVISORS, LLC2,580$893K0.19%-60113F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC2,579$893K0.41%-43013F-HRTimeline
Dakota Community Bank & Trust NA2,579$893K3.06%+42413F-HRTimeline
McIlrath & Eck, LLC2,564$887K0.08%+61713F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …2,560$886K0.1%+5113F-HRTimeline
Signature Wealth Management Partners, L…2,560$886K0.44%+1113F-HRTimeline
Frederick Financial Consultants, LLC2,557$885K0.48%+1,11513F-HRTimeline
CBIZ Investment Advisory Services, LLC2,557$885K0.03%+35513F-HRTimeline
Oxler Private Wealth LLC2,552$883K0.26%+513F-HRTimeline
Second Line Capital, LLC2,550$882K0.18%-8313F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC2,544$881K0.23%-1,04113F-HRTimelineGroup
Wick Capital Partners, LLC2,544$880K0.16%+49113F-HR/ATimeline
Legacy Capital Group California, Inc.2,539$879K0.21%+2313F-HRTimeline
Harbour Trust & Investment Management Co2,537$878K0.09%+1313F-HRTimeline
Chemistry Wealth Management LLC2,531$876K0.16%-11813F-HRTimeline
GOLDEN ROAD ADVISORS LLC2,530$876K0.5%+613F-HRTimeline
Bouchey Financial Group, Ltd.2,526$874K0.07%+40313F-HRTimeline
Hutchens & Kramer Investment Management…2,526$874K0.3%-5213F-HRTimeline
Montz Harcus Wealth Management LLC2,525$874K0.35%+1013F-HRTimeline
Legacy Advisory Services, LLC2,524$873K0.66%+313F-HRTimeline
Wescott Financial Advisory Group, LLC2,520$872K0.08%+61213F-HRTimeline
WELLINGTON-ALTUS USA INC.2,504$867K0.64%13F-HRTimeline
Bawa N Mallick Trust2,500$865K0.32%013F-HRTimeline
EMC Capital Management2,500$862K0.38%+50013F-HRTimeline
Redwood Family Wealth LLC2,485$860K0.85%13F-HRTimeline
Cornerstone Planning Group LLC2,582$860K0.13%-16513F-HRTimeline
Riverwater Partners LLC2,480$858K0.33%+7613F-HRTimeline
Banque de Luxembourg S.A.2,479$858K0.37%+63113F-HRTimeline
CacheTech Inc.2,476$857K0.16%+41313F-HRTimeline
Atlas Private Wealth Advisors2,476$857K0.2%+2913F-HRTimeline
SGL Investment Advisors, Inc.2,758$856K0.34%+1,15913F-HRTimeline
Strata Wealth Advisors, LLC2,474$856K0.24%+35913F-HRTimeline
Cohen Capital Management, Inc.2,470$855K0.13%013F-HRTimeline
Carter Financial Group, INC.2,466$854K0.51%-8513F-HRTimeline
Burns Matteson Capital Management, LLC2,460$852K0.34%-9413F-HRTimeline
KELLEHER FINANCIAL ADVISORS2,460$851K0.2%-15513F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC2,460$851K0.48%+13313F-HRTimeline
Certified Advisory Corp2,457$851K0.08%-70913F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…2,450$848K0.27%+43013F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC2,450$848K0.7%13F-HRTimeline
EDENTREE ASSET MANAGEMENT Ltd2,450$848K0.26%-35013F-HRTimeline
Capula Management Ltdin group Capula Management Ltd2,447$847K0.01%-28,33813F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
JBR Co Financial Management Inc2,438$844K0.35%+7413F-HRTimeline
KFG WEALTH MANAGEMENT, LLC2,434$842K0.11%-42413F-HRTimeline
Investors Research Corp2,423$839K0.15%+313F-HRTimeline
Total Clarity Wealth Management, Inc.2,422$838K0.2%+15613F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…2,419$837K0.25%+4413F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,416$836K0.21%-9613F-HRTimeline
Good Steward Wealth Advisors,LLC2,414$835K0.55%-24713F-HRTimeline
PRIVATE MANAGEMENT GROUP INC2,408$833K0.02%-213F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…2,408$833K0.29%013F-HRTimeline
AMG Asset Management Group, Inc.2,406$833K2.68%13F-HRTimeline
Reliant Investment Partners, LLC2,405$832K0.65%-5613F-HRTimeline
Wealthspire Retirement, LLC2,403$832K0.05%-2713F-HRTimeline
Praxis Capital Management LLC2,400$831K2.97%13F-HRTimeline
Lansing Street Advisors2,400$831K0.21%+3613F-HRTimeline
Guidance Point Advisors, LLC2,398$830K0.19%-1,74313F-HRTimeline
BLVD Private Wealth, LLC2,398$830K0.72%-1813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,397$830K0.03%+36813F-HRTimelineGroup
Auto-Owners Insurance Coin group Auto-Owners Insurance Co2,390$827K0.02%013F-HR/ATimelineGroup
Manske Wealth Management2,389$827K0.24%-3713F-HRTimeline
Avid Wealth Partners LLC2,375$822K0.4%+54913F-HRTimeline
DIVERSIFIED MANAGEMENT INC2,369$820K0.19%13F-HRTimeline
Leslie Global Wealth, LLC2,369$820K0.37%-9913F-HRTimeline
BostonPremier Wealth LLC2,369$820K0.42%+1913F-HRTimeline
Wealth Group Ltd2,366$819K0.18%+58113F-HRTimeline
Core Wealth Advisors, Inc.2,363$818K0.21%+10113F-HRTimeline
DB Fitzpatrick & Co, Inc2,362$817K0.73%-4813F-HRTimeline
Inman Jager Wealth Management, LLC2,361$817K0.5%-68213F-HRTimeline
Persium Advisors, LLC2,359$816K0.6%+2613F-HRTimeline
Prospect Financial Services LLC2,352$814K0.47%+27813F-HRTimeline
Lakewood Asset Management LLC2,350$813K0.48%-6213F-HRTimeline
Sather Financial Group Inc2,345$812K0.04%+13413F-HRTimeline
Ironsides Asset Advisors, LLC2,344$811K0.21%013F-HRTimeline
Clifford Group, LLC2,343$811K0.63%013F-HRTimeline
Goepper Burkhardt LLC2,342$811K0.26%+69413F-HRTimeline
Aspire Growth Partners LLC2,340$810K0.56%+3713F-HRTimeline
CapWealth Advisors, LLC2,339$810K0.06%+6313F-HR/ATimeline
Aspen Investment Management Inc2,335$808K0.24%+28313F-HRTimeline
Covestor Ltd2,326$805K0.42%+11213F-HRTimeline
Betterment LLC2,321$803K<0.01%+63113F-HRTimeline
Enclave Advisors LLC2,316$802K0.11%+9813F-HRTimeline
Guardian Financial Partners, LLC2,311$800K0.34%+61413F-HRTimeline
Fourth Dimension Wealth, LLC2,304$797K0.29%+13613F-HRTimeline
Roth Financial Partners LLC2,300$796K0.26%013F-HRTimeline