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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
WealthShield Partners, LLC19,481$5.37M0.65%+76113F-HRTimeline
Menard Financial Group LLC19,427$5.35M3.18%+78013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC19,329$5.33M0.37%+3,61713F-HRTimelineGroup
Whitford Management LLC19,308$5.32M5.65%+30213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FOSTER & MOTLEY INC19,268$5.31M0.31%-94513F-HRTimeline
Darden Wealth Group Inc19,259$5.31M3.2%-18613F-HRTimeline
Independence Bank of Kentucky19,211$5.3M0.75%+43613F-HRTimeline
Counterweight Ventures, LLC19,114$5.27M3.44%+27013F-HRTimeline
Riverstone Advisors, LLC19,074$5.26M2.84%+16013F-HRTimeline
Gunderson Capital Management LLC19,070$5.26M2.2%new13F-HRTimeline
WRAPMANAGER INC19,057$5.25M1.28%-38713F-HRTimeline
PATTEN & PATTEN INC/TN19,020$5.24M0.34%-2,19113F-HRTimeline
Parsonex Advisory Services, Inc.19,019$5.24M4.37%13F-HRTimeline
GeoWealth Management, LLC19,017$5.24M0.2%-32813F-HRTimeline
Castle Rock Wealth Management, LLC18,159$5.24M1.22%-5,40513F-HRTimeline
CSU Producer Resources, Inc.19,000$5.24M16.35%013F-HRTimeline
Rehmann Capital Advisory Group18,999$5.24M0.32%+93113F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV18,986$5.23M5.07%-43413F-HRTimeline
LRI Investments, LLC18,984$5.23M0.44%-1,24213F-HRTimeline
Garden State Investment Advisory Servic…18,956$5.23M1.42%+3,16113F-HRTimeline
Bell Bank18,953$5.22M0.24%+30613F-HRTimeline
West Family Investments, Inc.18,945$5.22M1.36%+9,14413F-HRTimeline
Bridgewater Advisors Inc.17,449$5.19M0.39%+97913F-HRTimeline
Ameliora Wealth Management Ltd.18,826$5.19M1.86%-3,06913F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC18,804$5.18M0.29%+2,76313F-HRTimeline
YHB Investment Advisors, Inc.18,777$5.18M0.4%+45113F-HRTimeline
Heritage Wealth Management, Inc. /CA/18,723$5.16M3.91%+2913F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC18,718$5.16M0.92%+55013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …18,702$5.16M0.34%+2,87813F-HR/ATimeline
Ring Mountain Capital, LLC18,156$5.14M3.13%+55113F-HRTimeline
LINCOLN CAPITAL CORP18,626$5.13M1.97%-99313F-HRTimeline
Slagle Financial, LLC18,577$5.12M2.06%+5,59113F-HRTimeline
PLIMOTH TRUST CO LLC18,572$5.12M1.23%+1,47613F-HRTimeline
Strong Tower Advisory Services18,571$5.12M1.01%+27813F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP18,479$5.12M0.54%-109,61113F-HRTimeline
AA Financial Advisors, LLC18,514$5.1M1.1%+2,24213F-HRTimeline
Spinnaker Investment Group, LLC18,493$5.1M1.2%-1,69213F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.18,396$5.07M0.6%-28113F-HRTimeline
Quotient Wealth Partners, LLC18,391$5.07M0.15%+1,64713F-HRTimeline
Hudson Canyon Capital Management18,349$5.06M3.15%-40113F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV18,323$5.05M0.95%+6,76913F-HRTimeline
Iowa State Bank18,272$5.04M1%+27113F-HRTimeline
Magnus Financial Group LLC18,263$5.03M0.44%+1,21913F-HRTimeline
FORTE CAPITAL LLC /ADV18,243$5.03M0.54%-22313F-HRTimeline
Elm3 Financial Group, LLC18,243$5.03M4.18%-18213F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding18,217$5.02M+921Timeline
Roberts Capital Advisors, LLC18,155$5M3.7%+4,16513F-HRTimeline
Purkiss Capital Advisors LLC18,132$5M2.78%+11,87113F-HRTimeline
Farmers & Merchants Trust Co of Chamber…18,108$4.99M1.56%-2,85113F-HRTimeline
Violich Capital Management, Inc.18,085$4.99M0.7%-19013F-HRTimeline
Pure Financial Advisors, LLC18,080$4.98M0.09%+7,95313F-HRTimeline
MTM Investment Management, LLC18,016$4.97M1.67%+45613F-HRTimeline
JBF Capital, Inc.18,000$4.96M0.79%013F-HRTimeline
ANDERSON HOAGLAND & CO17,990$4.96M0.47%-2,92213F-HRTimeline
Mechanics Bank Trust Department17,986$4.96M0.71%-41113F-HRTimeline
BIRINYI ASSOCIATES INC17,924$4.94M1.45%-59513F-HRTimeline
Altman Advisors, Inc.18,589$4.92M2.01%-5013F-HRTimeline
Archer Investment Corp17,784$4.9M1.17%+6713F-HRTimeline
Meadow Creek Wealth Advisors LLC17,746$4.89M3.3%+97913F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC17,740$4.89M0.76%+8013F-HRTimeline
Moss Adams Wealth Advisors LLC17,726$4.89M0.44%+2,54413F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding17,058$4.87M+2,206Timeline
Good Life Advisors, LLC17,644$4.86M0.3%+65013F-HRTimeline
Inspire Investing, LLCgroup of 2 filers holding17,644$4.86M+1,044Timeline
Strategic Advisors LLC17,633$4.86M0.96%+1,37013F-HRTimeline
RoundAngle Advisors LLC17,605$4.85M4.05%-11813F-HRTimeline
Silphium Asset Management Ltdin group Silphium Asset Management Ltd17,605$4.85M1.73%+40313F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC17,604$4.85M1.19%-5,31413F-HRTimeline
Main Management ETF Advisors, LLCin group Main Management ETF Advisors,…17,592$4.85M0.2%+28813F-HRTimelineGroup
Csenge Advisory Group19,996$4.84M0.25%-23313F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS17,499$4.82M0.18%+4,28313F-HRTimelineGroup
Momentum Wealth Planning, LLC17,488$4.82M4.1%13F-HRTimeline
GROESBECK INVESTMENT MANAGEMENT CORP /N…17,475$4.82M8.45%-1,37913F-HRTimeline
MADDEN SECURITIES Corp17,458$4.81M1.61%+3,48313F-HRTimeline
ICW Investment Advisors LLC17,307$4.77M1.88%+23913F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC17,301$4.77M1.62%-52013F-HRTimeline
Fort Point Capital Partners LLC17,278$4.76M0.48%+23713F-HRTimeline
SFMG, LLC17,253$4.76M0.36%+35613F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC17,203$4.74M0.95%-1,76313F-HRTimeline
Somerset Trust Co17,167$4.73M1.54%new13F-HRTimeline
Stamos Capital Partners, L.P.17,114$4.72M0.85%-1,99713F-HRTimeline
Codex Capital Asset Management L.L.C.17,000$4.69M1.87%new13F-HRTimeline
Quintet Private Bank (Europe) S.A.16,924$4.67M0.27%-2,09213F-HRTimeline
CNB Bank16,911$4.66M2.21%-49913F-HRTimeline
Lynch Asset Management, Inc.16,900$4.66M1.64%new13F-HRTimeline
Clare Market Investments LLC16,870$4.65M1.03%+1,49713F-HRTimeline
NewSquare Capital LLC16,812$4.63M0.34%+59113F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV16,793$4.63M2.23%-30913F-HRTimeline
Probity Advisors, Inc.16,790$4.63M0.81%-1,20713F-HRTimeline
BKM Wealth Management, LLC16,786$4.63M1.81%+8413F-HRTimeline
Orca Wealth Management, LLC16,779$4.63M3.9%-28713F-HRTimeline
WealthPlan Investment Management, LLC16,757$4.62M0.34%+3,70213F-HRTimeline
TRUST CO OF VERMONT16,682$4.6M0.22%+17513F-HRTimeline
Golden State Wealth Management, LLC16,669$4.59M0.56%+81713F-HRTimeline
SYM FINANCIAL Corp16,656$4.59M0.51%+16413F-HRTimeline
Legacy Financial Advisors, Inc.16,642$4.59M0.72%+1,74913F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC16,621$4.58M1.15%+1,13913F-HRTimeline
Catherine Avery Investment Management L…16,620$4.58M3.48%+1,21413F-HRTimeline
RiverFront Investment Group, LLC16,524$4.55M0.09%+8,56613F-HRTimeline
LYELL WEALTH MANAGEMENT, LP16,490$4.55M0.36%-10413F-HRTimeline
First Washington CORP16,410$4.52M1.46%013F-HRTimeline
Johnson & White Wealth Management, LLC16,394$4.52M2.28%-50213F-HRTimeline
BURNS J W & CO INC/NY16,385$4.52M0.55%+5,43013F-HRTimeline
Freedom Day Solutions, LLC16,380$4.52M1.34%-1,47113F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC16,372$4.51M1.5%+4,25013F-HR/ATimeline
SevenBridge Financial Group, LLC14,404$4.51M0.79%+2,57713F-HRTimeline
Cambria Investment Management, L.P.16,344$4.51M0.3%new13F-HRTimeline
Triad Wealth Partners, LLC16,331$4.5M0.91%+2,46813F-HRTimeline
Aspen Grove Capital, LLC16,329$4.5M0.77%+2,01713F-HRTimeline
KRS Capital Management, LLC16,275$4.49M3%+48813F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding16,271$4.49M+2,259Timeline
PHYSICIANS FINANCIAL SERVICES, INC.16,255$4.48M1.33%+40013F-HRTimeline
Creegan & Nassoura Financial Group, LLC16,250$4.48M2.92%-59013F-HRTimeline
Redwood Wealth Management Group, LLC16,240$4.48M2.01%+16313F-HRTimeline
HMS Capital Management, LLC16,237$4.48M2.02%+5113F-HRTimeline
Stokes Family Office, LLC16,229$4.47M0.47%+20313F-HRTimeline
Valley Brook Capital Group, Inc.16,191$4.46M3.34%-87513F-HRTimeline
Capital Wealth Planning, LLC16,171$4.46M0.04%+10,45113F-HRTimeline
Sargent Investment Group, LLC14,773$4.46M0.6%+3,54813F-HRTimeline
KPP Advisory Services LLC16,158$4.45M0.73%+2,33213F-HR/ATimeline
MONECO ADVISORS, LLC16,121$4.44M0.41%+57013F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC16,093$4.44M1.97%-57513F-HRTimeline
Matthew Goff Investment Advisor, LLC16,090$4.44M0.82%new13F-HRTimeline
Elyxium Wealth, LLC16,037$4.42M1.66%+32313F-HRTimeline
St. Louis Financial Planners Asset Mana…16,032$4.42M3.37%new13F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP16,014$4.41M0.18%-17,83113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC16,005$4.41M0.86%-91213F-HRTimelineGroup
DELTA FINANCIAL ADVISORS LLC15,993$4.41M1.55%-1,43413F-HRTimeline
Canton Hathaway, LLC15,910$4.39M0.89%+80013F-HRTimeline
Retirement Planning Co of New England, …15,893$4.38M1.95%+29813F-HRTimeline
Northern Financial Advisors Inc15,880$4.38M3.29%+3013F-HRTimeline
Koss-Olinger Consulting, LLC15,872$4.38M0.36%+16013F-HRTimeline
Cornerstone Wealth Management, LLC15,855$4.37M0.27%+1,59813F-HRTimeline
PINNBROOK CAPITAL MANAGEMENT LP15,819$4.36M1.14%new13F-HRTimeline
Eaton Financial Holdings Company, LLC15,805$4.36M1.34%new13F-HRTimeline
WOLFF WIESE MAGANA LLC15,743$4.34M2.69%-35313F-HRTimeline
Eagle Bluffs Wealth Management LLC15,733$4.34M2.06%-7513F-HRTimeline
Circle Wealth Management, LLC15,729$4.34M0.1%-5013F-HRTimeline
Quent Capital, LLC15,707$4.33M0.42%+1,49413F-HRTimeline
Leo Wealth, LLC15,716$4.32M0.34%+5,31313F-HRTimeline
Douglass Winthrop Advisors, LLC15,672$4.32M0.08%-1,09613F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC15,588$4.3M0.4%+39413F-HRTimelineGroup
DUDLEY CAPITAL MANAGEMENT, LLC15,571$4.29M2.15%+37513F-HRTimeline
MCF Advisors LLC15,532$4.28M0.28%+1,69013F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC15,524$4.28M0.74%+9,20513F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…15,474$4.27M0.91%+1,01213F-HRTimeline
Ignite Planners, LLC14,928$4.23M0.74%+18713F-HR/ATimeline
Parisi Gray Wealth Management15,333$4.23M1.21%+55213F-HRTimeline
Mathes Company, Inc.15,330$4.23M1.57%-60513F-HRTimeline
SYNTAX RESEARCH, INC.15,327$4.22M3%-2,02513F-HRTimeline
Garner Asset Management Corp15,326$4.22M1.95%-1,70113F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd15,332$4.22M0.29%+5,62213F-HRTimelineGroup
Hanson & Doremus Investment Management15,318$4.22M0.56%+1,98813F-HRTimeline
Shared Vision Wealth Group LLC14,337$4.21M2.1%+7413F-HRTimeline
J.Safra Asset Management Corp15,226$4.2M0.29%+1,44113F-HR/ATimeline
AAFMAA Wealth Management & Trust LLC15,211$4.19M1.73%+38313F-HRTimeline
VCI Wealth Management LLC15,168$4.18M1.46%+61113F-HRTimeline
IFC Advisors LLC15,153$4.18M0.78%-46313F-HRTimeline
Relyea Zuckerberg Hanson LLC15,121$4.17M0.49%+1,31413F-HRTimeline
CENTRAL BANK & TRUST CO15,115$4.17M0.68%+33313F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…15,115$4.17M0.74%-4,62813F-HRTimelineGroup
Hilltop National Bank15,110$4.17M1.09%13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV15,022$4.14M1.28%-12013F-HRTimeline
ADVENT CAPITAL MANAGEMENT /DE/15,000$4.13M0.09%-15,00013F-HRTimeline
TOBAM14,934$4.12M1.61%-2,61413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RFG - Bristol Wealth Advisors, LLC14,918$4.11M1.28%-1,40713F-HRTimeline
Smithfield Trust Co14,842$4.1M0.19%-16613F-HRTimeline
Parkside Advisors LLC14,815$4.08M0.9%+2,64213F-HRTimeline
Stanley-Laman Group, Ltd.14,796$4.08M0.61%-68313F-HRTimeline
Heartland Bank & Trust Co14,781$4.07M1.91%-26513F-HRTimeline
EMERALD ADVISERS, LLCgroup of 2 filers holding14,717$4.06M-696Timeline
Nikulski Financial, Inc.14,710$4.05M1.11%+20713F-HRTimeline
Roundview Capital LLC14,708$4.05M0.27%-3,57213F-HRTimeline
Murphy & Mullick Capital Management Corp13,859$4.05M3.29%+48513F-HRTimeline
Advyzon Investment Management, LLC14,690$4.05M0.9%+7,77413F-HRTimeline
Talon Private Wealth, LLC14,626$4.03M0.56%+79313F-HRTimeline
BSW Wealth Partners14,588$4.02M0.55%-8413F-HRTimeline
AdvisorNet Financial, Inc14,576$4.02M0.26%+54313F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC14,564$4.01M1.31%-15113F-HRTimeline
Altus Wealth Group LLC14,551$4.01M1.77%-1,27113F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC14,518$4M0.7%+5,40013F-HRTimeline
Matrix Trust Co14,486$3.99M0.64%+83313F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management14,477$3.99M0.6%+80413F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.14,452$3.98M0.27%+2,18713F-HRTimelineGroup
Bancreek Capital Management, LPin group Bancreek Capital Management, …14,450$3.98M6.83%-13,92413F-HRTimelineGroup
HBW ADVISORY SERVICES LLC14,446$3.98M0.49%-42113F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC14,442$3.98M1%-22113F-HRTimeline
WEALTH EFFECTS LLC14,435$3.98M1.49%+24313F-HRTimeline
Bard Financial Services, Inc.14,400$3.97M0.47%-37513F-HRTimeline
BXM Wealth LLC14,396$3.97M4.72%-1,01713F-HRTimeline
Prudent Man Advisors, LLC14,315$3.95M1.25%+2,49013F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC14,310$3.94M2.97%013F-HRTimeline
PETERSON WEALTH MANAGEMENT14,288$3.94M2.34%+5,86313F-HRTimeline
Mirador Capital Partners LP14,266$3.93M0.64%-1,28213F-HRTimeline
SLT Holdings LLC14,255$3.93M2.93%+2,06613F-HRTimeline
Sciencast Management LP14,210$3.92M0.81%+4,83713F-HRTimeline
Mirabaud & Cie SA14,205$3.92M1.25%-19,38213F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.14,204$3.92M0.51%+1213F-HRTimeline
Everest Private Wealth14,203$3.92M2.81%-6,37413F-HRTimeline
Trilogy Capital Inc.14,186$3.91M0.19%+1,11013F-HRTimeline