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 |
|---|---|---|---|---|---|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
2,159
shares
|
$601,475
0.24% of portfolio
|
Q1 2025
Added 62.7%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
2,155
shares
|
$600,361
1.32% of portfolio
|
Q4 2023
Added 1.7%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
2,150
shares
|
$598,968
0.21% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Entry Point Capital, LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,147
shares
|
$598,132
0.17% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
May 08, 2025 Q1 2025 |
2,145
shares
|
$597,575
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
2,142
shares
|
$596,739
0.19% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
2,140
shares
|
$596,182
0.26% of portfolio
|
Q3 2024
Added 1245.91%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
2,139
shares
|
$595,904
1.36% of portfolio
|
Q1 2024
New holding
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
May 15, 2025 Q1 2025 |
2,138
shares
|
$595,625
0.32% of portfolio
|
Q1 2025
Reduced 39.86%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
2,136
shares
|
$595,068
0.07% of portfolio
|
Q1 2025
Added 9.59%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
May 12, 2025 Q1 2025 |
2,136
shares
|
$595,068
0.13% of portfolio
|
Q1 2025
Added 10.62%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
2,131
shares
|
$593,675
0.06% of portfolio
|
Q1 2025
Added 33.61%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Jul 22, 2025 Q2 2025 |
2,128
shares
|
$592,839
0.14% of portfolio
|
Q2 2025
Reduced 80.88%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
2,122
shares
|
$591,167
0.07% of portfolio
|
Q1 2025
Reduced 11.51%
|
|
|
Gqg Partners LLC
Ft. Lauderdale, FL |
May 12, 2025 Q1 2025 |
2,121
shares
|
$590,889
0.0% of portfolio
|
Q1 2025
Reduced 99.98%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
2,121
shares
|
$590,889
0.48% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
|
Bienville Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,120
shares
|
$590,610
0.1% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
2,119
shares
|
$590,332
0.46% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
2,110
shares
|
$587,824
0.21% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
2,107
shares
|
$586,989
0.01% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Wulff, Hansen & Co.
|
May 14, 2025 Q1 2025 |
2,105
shares
|
$586,431
0.35% of portfolio
|
Q1 2025
Added 13.48%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jul 23, 2025 Q2 2025 |
2,105
shares
|
$586,431
0.24% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
2,103
shares
|
$585,874
0.25% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
2,103
shares
|
$585,874
0.2% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jul 10, 2025 Q2 2025 |
2,103
shares
|
$585,874
0.07% of portfolio
|
Q2 2025
Added 75.25%
|