Dakota Wealth Management Boosts Broadcom Stake

Institutional investor increases holdings in semiconductor giant by over 28%

Mar. 31, 2026 at 7:54am

Dakota Wealth Management, a financial services firm, has increased its stake in Broadcom Inc. (NASDAQ:AVGO) by 28.3% during the fourth quarter, according to a recent SEC filing. The fund now owns 147,361 shares of the semiconductor manufacturer's stock, valued at over $51 million.

Why it matters

Broadcom is a major player in the semiconductor industry, providing components and systems for a wide range of markets including communications, networking, and storage. Dakota Wealth Management's increased investment in the company signals confidence in Broadcom's continued growth and performance.

The details

According to the 13F filing, Dakota Wealth Management purchased an additional 32,473 shares of Broadcom during the fourth quarter, bringing its total holdings to 147,361 shares. This represents a 28.3% increase in the firm's position. Broadcom makes up 0.9% of Dakota Wealth Management's investment portfolio, making it the 18th largest holding.

  • The 13F filing covers the fourth quarter of 2025.
  • Dakota Wealth Management increased its Broadcom stake during this period.

The players

Dakota Wealth Management

A financial services firm that has increased its stake in semiconductor company Broadcom Inc.

Broadcom Inc.

A global technology company that designs, develops and supplies semiconductor and infrastructure software solutions for a broad range of markets.

Got photos? Submit your photos here. ›

The takeaway

Dakota Wealth Management's increased investment in Broadcom suggests the firm sees continued growth potential in the semiconductor company, which is a major player in the communications, networking, and storage industries.