Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 4,420 institutions that hold shares in the stock, with a total of 3.09 Billion shares, which have been reported (via 13F filing form) to have a value of $860 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
2,343
shares
|
$652,736
0.06% of portfolio
|
Q1 2025
Added 19.05%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
2,343
shares
|
$652,736
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
2,341
shares
|
$652,179
0.07% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
2,339
shares
|
$651,622
0.16% of portfolio
|
Q1 2025
Added 76.53%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
2,337
shares
|
$651,064
0.37% of portfolio
|
Q1 2025
Added 27.7%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
2,336
shares
|
$650,786
0.02% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
May 13, 2025 Q1 2025 |
2,335
shares
|
$650,507
0.23% of portfolio
|
Q1 2025
Added 110.55%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
2,334
shares
|
$650,229
0.03% of portfolio
|
Q1 2025
Added 17.46%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
2,330
shares
|
$649,114
0.2% of portfolio
|
Q1 2025
Added 27.32%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
2,326
shares
|
$648,000
0.06% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
2,317
shares
|
$645,493
0.15% of portfolio
|
Q4 2022
Added 0.13%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
2,314
shares
|
$644,657
0.25% of portfolio
|
Q1 2025
Reduced 15.14%
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
2,310
shares
|
$643,542
0.43% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
2,310
shares
|
$643,542
0.01% of portfolio
|
Q1 2025
Added 109.43%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
2,308
shares
|
$642,985
0.23% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Sentry LLC
Memphis, TN |
Apr 17, 2025 Q1 2025 |
2,307
shares
|
$642,707
0.08% of portfolio
|
Q1 2025
Added 16.52%
|
|
|
Roth Financial Partners LLC
|
Jul 09, 2025 Q2 2025 |
2,300
shares
|
$640,757
0.23% of portfolio
|
Q4 2024
Added 900.0%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
2,300
shares
|
$640,757
1.93% of portfolio
|
Q2 2024
Added 900.0%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
2,292
shares
|
$638,528
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
2,291
shares
|
$638,249
0.1% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
2,290
shares
|
$637,971
0.87% of portfolio
|
Q2 2025
New holding
|
|
|
Covenant Partners, LLC
|
May 13, 2025 Q1 2025 |
2,290
shares
|
$637,971
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
2,287
shares
|
$637,135
0.24% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
2,285
shares
|
$636,578
0.36% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
2,284
shares
|
$636,299
0.24% of portfolio
|
Q2 2025
Reduced 65.44%
|