DOSSIER · 13F Holders · Q2 2025

Broadcom Ltd

7 institutions still hold Broadcom Ltd as of Q2 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP Y09827109·7 13F holders·last filed Jun 30, 2025
Market cap
13F value held
$80M
visible holders
Holders
7
filers reporting
Concentration
91.56%
Grassi Investment Management #1
top holder share
AI Holders Summary · Q2 2025

7 institutions reported Broadcom Ltd in Q2 2025. Grassi Investment Management leads at 91.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Grassi Investment Management
CIK 0001608531
$73M266K5.82%Q2 2025
02
U S WEALTH GROUP, LLC.
CIK 0001554427
$4M12K2.62%Q4 2025
03
MONTCHANIN ASSET MANAGEMENT, LLC
CIK 0001940660
$2M6K2.11%Q1 2026
04
HORIZON FINANCIAL SERVICES, LLC
CIK 0001674020
$637K2K0.24%Q2 2026
05
West Oak Capital, LLC
CIK 0001387399
$107K32K4.25%Q3 2025
06
LAM GROUP, INC.
CIK 0001961944
$42K1100.02%Q2 2026
07
Cyrus J. Lawrence, LLC
CIK 0001919920
$7745K2.93%Q1 2025