Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 4,428 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 $892 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Golden Road Advisors LLC
Tampa, FL |
Apr 21, 2025 Q1 2025 |
2,212
shares
|
$638,626
0.29% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
2,211
shares
|
$638,337
0.36% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,210
shares
|
$638,049
0.05% of portfolio
|
Q3 2024
Added 828.57%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
2,209
shares
|
$637,760
0.22% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
2,203
shares
|
$636,028
0.2% of portfolio
|
Q1 2025
Reduced 39.06%
|
|
|
Hemenway Trust CO LLC
|
Jul 23, 2025 Q2 2025 |
2,200
shares
|
$635,162
0.05% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
2,199
shares
|
$634,873
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Swan Global Investments, LLC
Durango, CO |
May 13, 2025 Q1 2025 |
2,197
shares
|
$634,295
0.02% of portfolio
|
Q1 2025
Added 44.92%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
May 13, 2025 Q1 2025 |
2,192
shares
|
$632,852
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
2,191
shares
|
$632,563
0.03% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
2,189
shares
|
$631,986
0.31% of portfolio
|
Q4 2022
Added 1.77%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
2,189
shares
|
$631,986
0.09% of portfolio
|
Q1 2025
Added 83.49%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
2,189
shares
|
$631,986
0.09% of portfolio
|
Q2 2025
Added 11.74%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
2,187
shares
|
$631,408
0.2% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
2,186
shares
|
$631,120
0.41% of portfolio
|
Q2 2025
Reduced 19.48%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Apr 28, 2025 Q1 2025 |
2,185
shares
|
$630,831
0.04% of portfolio
|
Q1 2025
Added 17.98%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
2,185
shares
|
$630,831
0.17% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,182
shares
|
$629,965
0.74% of portfolio
|
Q1 2025
New holding
|
|
|
Innovator Capital Management, LLC
Wheaton, IL |
May 15, 2025 Q1 2025 |
2,182
shares
|
$629,965
6.83% of portfolio
|
Q1 2025
Added 17.56%
|
|
|
Waverton Investment Management LTD
|
Apr 24, 2025 Q1 2025 |
2,180
shares
|
$629,387
0.01% of portfolio
|
Q4 2024
Added 68.99%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
2,178
shares
|
$628,810
0.13% of portfolio
|
Q1 2025
Added 69.49%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,175
shares
|
$627,944
0.11% of portfolio
|
Q2 2025
Added 15.63%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
2,175
shares
|
$627,944
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Albert D Mason Inc
|
Apr 16, 2025 Q1 2025 |
2,170
shares
|
$626,500
0.3% of portfolio
|
Q1 2025
Added 18.0%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
2,169
shares
|
$626,211
0.22% of portfolio
|
Q2 2025
Reduced 3.34%
|