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 |
|---|---|---|---|---|---|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
2,282
shares
|
$635,742
0.34% of portfolio
|
Q1 2025
Reduced 18.32%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
2,281
shares
|
$635,463
0.2% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
2,277
shares
|
$634,349
0.28% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
2,276
shares
|
$634,070
0.44% of portfolio
|
Q1 2025
Reduced 15.98%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
2,275
shares
|
$633,792
0.14% of portfolio
|
Q2 2025
Reduced 62.67%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
2,264
shares
|
$630,727
0.24% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
2,261
shares
|
$629,891
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,260
shares
|
$629,613
0.11% of portfolio
|
Q2 2025
Added 53.85%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
2,260
shares
|
$629,613
0.05% of portfolio
|
Q1 2025
Added 33.73%
|
|
|
Anb Bank
Denver, CO |
May 06, 2025 Q1 2025 |
2,260
shares
|
$629,613
0.17% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
2,258
shares
|
$629,056
0.51% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,257
shares
|
$628,777
0.03% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jul 21, 2025 Q2 2025 |
2,257
shares
|
$628,777
0.22% of portfolio
|
Q2 2025
Reduced 86.5%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
2,254
shares
|
$627,941
0.06% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Crestmont Private Wealth LLC
|
Apr 10, 2025 Q1 2025 |
2,253
shares
|
$627,663
0.16% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
2,249
shares
|
$626,548
0.22% of portfolio
|
Q1 2025
Added 16.11%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
2,246
shares
|
$625,713
0.19% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
2,244
shares
|
$625,155
0.16% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
2,239
shares
|
$623,763
0.29% of portfolio
|
Q2 2025
Added 15.0%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,235
shares
|
$622,648
0.56% of portfolio
|
Q1 2024
Added 443.8%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
2,234
shares
|
$622,370
0.1% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
2,229
shares
|
$620,977
0.09% of portfolio
|
Q2 2025
Added 36.75%
|
|
|
Guardian Financial Partners, LLC
|
Apr 22, 2025 Q1 2025 |
2,223
shares
|
$619,305
0.23% of portfolio
|
Q1 2025
Added 51.53%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
2,220
shares
|
$618,469
0.15% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
2,219
shares
|
$618,191
0.1% of portfolio
|
Q2 2025
Reduced 0.89%
|