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Disclosery

AVGO BROADCOM INC

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COM (common), issuer CIK 1730168

3,751 managers (3,818 13F filers) reported a position in AVGO shares at 2025-03-31, 3,570,963,340 shares in all. 200 filers opened a position and 273 filers sold out during the quarter.

Managers
3,751
13F filers
3,818
New
200
Added
1,771
Reduced
1,541
Sold out
273
Shares held by filers
3,570,963,340

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…60,320$10.1M1.05%+1,33313F-HRTimelineGroup
INTRUST BANK NA60,309$10.1M1%+1,37613F-HRTimeline
First National Bank of Mount Dora, Trus…60,173$10.1M2.46%-8,38413F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC60,162$10.1M1.05%+1,15613F-HRTimeline
KP Management LLC60,000$10M3.86%-7,50013F-HRTimeline
Westwood Wealth Management59,900$10M4.32%+1,15013F-HRTimeline
Curi Capital, LLC59,649$9.99M0.25%+45,13313F-HRTimeline
Patton Albertson Miller Group, LLC59,624$9.98M1.48%-3,70413F-HR/ATimeline
DUPONT CAPITAL MANAGEMENT CORP59,431$9.95M1.1%+4,30713F-HRTimeline
Canal Capital Management, LLC59,422$9.95M1.67%-3,25013F-HRTimeline
Maxi Investments CY Ltd59,424$9.95M1.98%+24,96113F-HRTimeline
Orange Investment Advisors, Inc.59,374$9.94M1.19%-3,05913F-HRTimeline
DENALI ADVISORS LLC59,260$9.92M1.13%-2,14613F-HRTimeline
Cooper Financial Group59,243$9.92M1.31%+76813F-HRTimeline
Glassy Mountain Advisors, Inc.59,087$9.89M3.5%-3,39413F-HRTimeline
IFG Advisory, LLC59,047$9.89M0.55%+68813F-HRTimeline
Grand Alliance Asset Management Ltd59,000$9.88M11.42%+25,00013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA58,956$9.87M2.32%-31713F-HRTimeline
Citizens Business Bank58,953$9.87M2.14%+16,39313F-HRTimeline
Coppell Advisory Solutions LLC51,562$9.86M1.38%-41,06713F-HRTimeline
Onex Canada Asset Management Inc.58,796$9.84M1.27%-18613F-HRTimeline
Spectrum Wealth Counsel, LLC58,499$9.79M1.18%-29,15113F-HRTimeline
Columbia Asset Management58,178$9.74M1.98%-5,72913F-HRTimeline
Bay Rivers Group57,743$9.67M5.07%-6,74013F-HRTimeline
GKV Capital Management Co., Inc.57,470$9.62M4.78%-4,03013F-HR/ATimeline
Graypoint LLC57,457$9.62M0.6%-2,50513F-HRTimeline
Headlands Technologies LLC57,336$9.6M1.09%new13F-HRTimeline
SPINNAKER TRUST57,180$9.57M0.62%-1,20813F-HRTimeline
FFG Partners, LLC57,134$9.57M3.94%+55,15313F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC56,940$9.53M2.54%+8713F-HRTimeline
Truvestments Capital LLC56,758$9.5M2.06%+6,08413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC56,593$9.48M0.32%-6,66313F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC56,575$9.47M1.31%013F-HRTimeline
Koshinski Asset Management, Inc.56,515$9.46M0.8%-2,67413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC56,496$9.46M0.08%-7,63013F-HR/ATimelineGroup
Intellus Advisors LLC56,493$9.46M1.65%+1713F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC49,156$9.45M1%+18813F-HRTimeline
VALICENTI ADVISORY SERVICES INC56,429$9.45M2.43%+3,36413F-HRTimeline
Geneva Partners, LLC56,055$9.39M4.84%-5,74613F-HRTimeline
CONNORS INVESTOR SERVICES INC55,985$9.37M0.93%+1,49313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…55,820$9.35M0.82%+6,01713F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…55,803$9.34M1.44%-58513F-HRTimeline
Boston Trust Walden Corpgroup of 2 filers holding55,628$9.31M-5,068Timeline
GREENWOOD CAPITAL ASSOCIATES LLC55,554$9.3M1.25%+8,55913F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC55,497$9.29M6.09%-2,55613F-HRTimeline
Financial Enhancement Group LLC54,748$9.28M1.45%+91813F-HRTimeline
CastleKnight Management LP55,400$9.28M0.99%+35,70013F-HRTimeline
Qtron Investments LLC55,084$9.22M1.38%-49113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV55,017$9.21M0.7%-12513F-HRTimeline
RMR Wealth Builders55,013$9.21M0.97%-15,35713F-HRTimeline
Kendall Capital Management54,887$9.19M2.7%-2,98013F-HRTimeline
RWQ Financial Management Services, Inc.54,225$9.08M6.01%-26,46313F-HRTimeline
Brookwood Investment Group LLC53,967$9.04M1.55%13F-HRTimeline
Gladstone Institutional Advisory LLC53,869$9.02M0.42%+3,92213F-HRTimeline
Bell Asset Management Ltd53,859$9.02M1.66%+15,26713F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH53,829$9.01M2.88%-6,08513F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.53,824$9.01M4.18%+2,26213F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group53,799$9.01M1.18%+26113F-HRTimelineGroup
Trust Asset Management LLC53,767$9M0.74%+5,37713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC53,730$9M0.82%-90213F-HR/ATimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC53,654$8.98M0.56%+1,56213F-HRTimelineGroup
Qsemble Capital Management, LP53,627$8.98M0.95%new13F-HRTimeline
JAT Capital Mgmt LP53,500$8.96M3.42%new13F-HRTimeline
IFP Advisors, Inc53,421$8.95M0.28%+5,02313F-HRTimeline
Asio Capital, LLC53,370$8.94M1.73%+21113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding53,270$8.92M-1,937Timeline
HOEY INVESTMENTS, INC53,017$8.88M1.76%+9,19513F-HRTimeline
Harbour Capital Advisors, LLC57,380$8.84M2.18%-6,48813F-HRTimeline
NICHOLAS COMPANY, INC.52,762$8.83M0.15%-2,02113F-HRTimeline
Badgley Phelps Wealth Managers, LLC52,626$8.81M0.21%+37,01813F-HRTimeline
Goldstream Capital Management Ltd52,556$8.8M5.91%-30,33913F-HRTimeline
Avantax Planning Partners, Inc.52,524$8.79M0.31%-2,82813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC52,341$8.76M1.18%-64313F-HRTimeline
HAMILTON CAPITAL PARTNERS, LLC52,313$8.76M5.55%+8,96813F-HRTimeline
CLOUGH CAPITAL PARTNERS L Pin group CLOUGH CAPITAL PARTNERS L P52,295$8.76M1.1%-38,79013F-HRTimelineGroup
CASTLEARK MANAGEMENT LLC52,010$8.71M0.3%-208,81013F-HRTimeline
Y-Intercept (Hong Kong) Ltd51,932$8.69M0.59%+5,37113F-HRTimeline
MONETARY MANAGEMENT GROUP INC51,375$8.6M2.32%-1,43513F-HRTimeline
Sandhill Capital Partners LLC51,084$8.55M0.7%-42413F-HRTimeline
Talbot Financial, LLC51,054$8.55M1.07%-49713F-HRTimeline
INSPIRE TRUST CO, N.A.51,000$8.54M2.03%+11,60013F-HRTimeline
Sound View Wealth Advisors Group, LLC50,996$8.54M0.7%-1,59213F-HRTimeline
MATHER GROUP, LLC.50,737$8.49M0.1%+3,12813F-HRTimeline
Independent Solutions Wealth Management…50,246$8.41M1.88%-89413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management49,919$8.36M0.12%+10,91213F-HRTimelineGroup
GERMAN AMERICAN BANCORP, INC.49,797$8.34M0.9%+44,96813F-HRTimeline
JPL Wealth Management, LLC49,777$8.33M2.38%-8,32513F-HR/ATimeline
EFG Asset Management (North America) Co…49,672$8.32M1.38%-3,76113F-HRTimeline
NorthRock Partners, LLC49,638$8.31M0.28%+44013F-HRTimeline
L & S Advisors Inc49,469$8.28M1.02%-18,10613F-HRTimeline
PFG Advisors49,421$8.27M0.46%+12,16013F-HRTimeline
EQUITABLE TRUST CO49,369$8.27M0.46%+10,49713F-HRTimeline
AMJ Financial Wealth Management49,236$8.24M2.47%-6,62013F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC49,165$8.23M2.42%-86513F-HRTimeline
RDA Financial Network49,072$8.22M2.45%-2,50413F-HRTimeline
Watchtower Advisors, LP48,950$8.2M5.95%-21,05013F-HRTimeline
Rossmore Private Capital48,796$8.17M1.01%+75713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC48,789$8.17M0.43%+3,40713F-HRTimeline
EFG Private Wealth Management (Americas…48,428$8.11M1.64%+28,12113F-HRTimeline
Morningstar Investment Management LLCgroup of 2 filers holding48,398$8.1M+45,850Timeline
Prosperity Consulting Group, LLC48,358$8.1M0.63%+4,87013F-HRTimeline
Horan Capital Advisors, LLC.48,293$8.09M2.73%-15813F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding48,254$8.08M+2,498Timeline
Cambridge Financial Group, Inc.48,194$8.07M3.5%-9,66513F-HRTimeline
Westmount Partners, LLC48,186$8.07M2.46%-23313F-HRTimeline
Strategic Global Advisors, LLC48,069$8.05M1.59%-43913F-HRTimeline
Hiddenite Capital Partners LP47,970$8.03M6.7%+10,00013F-HRTimeline
Confluence Wealth Services, Inc.45,269$8.01M0.5%+4,11913F-HRTimeline
Mystic Asset Management, Inc.47,790$8M2.11%-60513F-HRTimeline
PAYDEN & RYGEL47,400$7.94M0.68%+30,20013F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.47,379$7.93M1.21%-36613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC47,189$7.9M0.12%-13013F-HRTimeline
SANDERS MORRIS HARRIS LLC46,850$7.89M1.22%+26,00013F-HRTimeline
J.W. COLE ADVISORS, INC.46,902$7.85M0.24%+10,19413F-HRTimeline
Checchi Capital Advisers, LLC46,895$7.85M0.56%+25513F-HRTimeline
BEARING POINT CAPITAL, LLC46,848$7.84M1.67%-4,42613F-HRTimeline
RFG Advisory, LLC46,773$7.83M0.21%-82013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC46,744$7.83M0.79%+14,16213F-HRTimeline
Community Bank, N.A.46,056$7.71M1.03%-3,36213F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW46,023$7.71M1.44%-42313F-HRTimelineGroup
Berry Wealth Group, LP45,927$7.69M6.02%-1,44713F-HRTimeline
Generali Investments CEE, investicni sp…45,799$7.67M0.71%+26,59913F-HRTimeline
Fortis Capital Management LLC45,689$7.65M1.49%-77013F-HRTimeline
Interval Partners, LP45,507$7.62M0.27%+41,68413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC45,406$7.6M0.1%-6713F-HRTimeline
FAS Wealth Partners, Inc.45,390$7.6M0.62%-1,64113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.45,313$7.59M0.96%-8,30313F-HRTimeline
GREENWOOD GEARHART LLC45,296$7.58M0.52%-6013F-HRTimeline
Rathbones Group PLC45,254$7.58M0.04%-1,61013F-HRTimeline
PRIVATE TRUST CO NA45,217$7.57M0.78%+1,47313F-HRTimeline
Capital Investment Advisory Services, L…45,209$7.57M0.68%+2,84713F-HRTimeline
Waterloo Capital, L.P.45,181$7.56M0.7%-1,28913F-HRTimeline
Schear Investment Advisers, LLC45,086$7.55M4.35%+4,47213F-HRTimeline
MMBG INVESTMENT ADVISORS CO.44,816$7.5M0.85%+4,16813F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …44,794$7.5M1.08%+5,86413F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding44,722$7.49M-1,522Timeline
Banque Transatlantique SAin group Banque Transatlantique SA44,619$7.47M0.23%+16,62213F-HR/ATimelineGroup
ROTHSCHILD INVESTMENT LLC44,598$7.47M0.5%-1,54213F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC44,598$7.47M1.45%-1,93813F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC44,534$7.46M0.06%-7,43913F-HRTimelineGroup
INGALLS & SNYDER LLC44,409$7.43M0.25%+3,78513F-HRTimeline
Clean Yield Group44,266$7.41M2.41%+58813F-HRTimeline
SCS Capital Management LLC44,250$7.41M0.09%new13F-HR/ATimeline
CRAMER ROSENTHAL MCGLYNN LLC44,099$7.38M0.53%-32,78213F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding44,043$7.37M+39,313Timeline
Evercore Wealth Management, LLC44,024$7.37M0.12%-17313F-HRTimeline
DOHENY ASSET MANAGEMENT /CA43,978$7.36M5.77%+5813F-HRTimeline
VestGen Advisors, LLC43,851$7.34M0.33%13F-HRTimeline
Rockline Wealth Management, LLC43,809$7.33M2.04%+17,90413F-HRTimeline
Royal Fund Management, LLC43,566$7.3M0.87%-76713F-HRTimeline
BRADY FAMILY WEALTH, LLC43,617$7.3M2.34%-1,02913F-HRTimeline
Purus Wealth Management, LLC43,580$7.3M3.1%+39313F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC43,566$7.29M1.37%13F-HRTimeline
AZZAD ASSET MANAGEMENT INC /ADV43,438$7.27M0.86%+6,03813F-HR/ATimeline
Midwest Professional Planners, LTD.43,322$7.25M2.26%-5,63613F-HRTimeline
Soltis Investment Advisors LLC43,261$7.24M0.65%+69413F-HRTimeline
Wealthspire Advisors, LLC43,162$7.23M0.04%+1,65413F-HRTimeline
Smartleaf Asset Management LLC42,628$7.21M0.7%-23613F-HRTimeline
Peterson Wealth Services42,995$7.2M2.23%-13,09213F-HRTimeline
Avestar Capital, LLC42,866$7.18M0.68%+6,81613F-HRTimeline
Baker Ellis Asset Management LLC42,855$7.18M1.04%-1,24513F-HRTimeline
Quantbot Technologies LP42,728$7.15M0.23%+19,00813F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …42,660$7.14M2.45%-36413F-HRTimeline
Impact Asset Management GmbH42,510$7.12M2.79%-10,30013F-HRTimeline
Cavalier Investments, LLC42,337$7.09M2.41%+40,00313F-HRTimeline
FORA Capital, LLC42,305$7.08M0.72%new13F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC42,242$7.07M0.9%-4,55413F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC42,201$7.07M0.17%-4,62513F-HRTimeline
Stonebrook Private Inc.42,166$7.06M1.84%+78413F-HRTimeline
Quantum Private Wealth, LLC42,102$7.05M2.67%-1,75313F-HRTimeline
CHILTON INVESTMENT CO INC.42,037$7.04M0.17%+27913F-HRTimeline
Telligent Fund, LP42,000$7.03M7.81%-4,00013F-HRTimeline
Portfolio Design Labs, LLC41,982$7.03M1.45%+2,53813F-HRTimeline
STF Management LP41,922$7.02M3.37%+6,95113F-HRTimeline
Weaver Capital Management LLC41,899$7.02M1.87%+8,95013F-HRTimeline
NEVILLE RODIE & SHAW INC41,583$6.96M0.55%+31813F-HRTimeline
Callan Family Office, LLC41,537$6.95M0.52%-12,70413F-HRTimeline
Turtle Creek Wealth Advisors, LLC41,443$6.94M1.04%-8,86213F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…41,439$6.94M0.27%-16,40313F-HRTimelineGroup
WRIGHT INVESTORS SERVICE INC41,409$6.93M2.29%-3,79113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
First Business Financial Services, Inc.40,983$6.86M0.67%+2,93013F-HRTimeline
FIRST AMERICAN TRUST, FSB40,790$6.83M0.63%+27,93313F-HRTimeline
CWA Asset Management Group, LLC40,724$6.82M0.33%+3,51413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…40,612$6.8M0.31%+7,89313F-HRTimeline
Alteri Wealth LLC40,511$6.78M2.98%-1,06013F-HRTimeline
Legato Capital Management LLC40,434$6.77M0.91%+10,40013F-HRTimeline
HAP Trading, LLC40,432$6.77M2.41%new13F-HRTimeline
NFSG Corp40,427$6.77M1.64%+10,35513F-HRTimeline
ICICI Prudential Asset Management Co Ltd40,417$6.77M0.88%-47013F-HRTimeline
Riggs Asset Managment Co. Inc.40,382$6.76M1.93%+7313F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC40,363$6.76M0.68%-13513F-HR/ATimelineGroup
IQ EQ FUND MANAGEMENT (IRELAND) Ltd40,325$6.75M0.79%-86113F-HRTimeline
Naviter Wealth, LLC39,612$6.72M0.81%-1,35913F-HRTimeline
Applied Finance Capital Management, LLC40,108$6.72M0.49%+47313F-HRTimeline
Proem Advisors LLC40,000$6.7M3.52%-30,00013F-HRTimeline
GM Advisory Group, LLC40,000$6.7M0.36%-1,62013F-HRTimeline
MainStreet Investment Advisors LLC39,762$6.66M0.97%-2,22713F-HRTimeline
Claro Advisors Inc.39,719$6.65M0.89%+78313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC39,667$6.64M0.53%-1,78613F-HRTimeline
Trifecta Capital Advisors, LLC39,623$6.63M1.39%+2,79513F-HRTimeline