13F Insight
DOSSIER · 13F Holders · Q4 2025Cheap mega-capRe-rated

Broadcom Limited

6 institutions still hold Broadcom Limited as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP y09827109·6 13F holders·last filed Dec 31, 2025
Market cap
—
▼ 9.5%
vs prior quarter
13F value held
$5M
49.0% inst. owned
of float
Holders
6
-25 QoQ
filers reporting
Activity
+83 / −24
+877 added · −675 reduced
this quarter
Concentration
87.64%
U S WEALTH GROUP, LLC. #1
top holder share
AI Holders Summary · Q4 2025

6 institutions reported Broadcom Limited in Q4 2025. U S WEALTH GROUP, LLC. leads at 87.6% of the visible book. -25 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
U S WEALTH GROUP, LLC.
CIK 0001554427
$4M12K2.62%Q4 202502
HORIZON FINANCIAL SERVICES, LLC
CIK 0001674020
$345,1901K0.15%Q1 202603
West Oak Capital, LLC
CIK 0001387399
$107,07232K4.25%Q3 202504
Grassi Investment Management
CIK 0001608531
$73,221266K5.82%Q2 202505
LAM GROUP, INC.
CIK 0001961944
$34,0461100.02%Q1 202606
MONTCHANIN ASSET MANAGEMENT, LLC
CIK 0001940660
$1,9866K2.11%Q1 2026