Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 4,404 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 |
|---|---|---|---|---|---|
|
Bourgeon Capital Management LLC
|
Jul 18, 2025 Q2 2025 |
2,101
shares
|
$585,317
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Bip Alliance, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
2,101
shares
|
$585,317
0.15% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
First Dallas Securities Inc.
|
May 15, 2025 Q1 2025 |
2,100
shares
|
$585,039
0.15% of portfolio
|
Q4 2024
Reduced 13.22%
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
2,098
shares
|
$584,481
0.18% of portfolio
|
Q4 2024
Reduced 57.19%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
2,095
shares
|
$583,646
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Chiron Capital Management, LLC
|
May 15, 2025 Q1 2025 |
2,092
shares
|
$582,810
0.32% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
2,091
shares
|
$582,531
0.03% of portfolio
|
Q1 2025
Reduced 11.02%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
2,091
shares
|
$582,531
0.05% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
New England Professional Planning Group Inc.
|
Jul 22, 2025 Q2 2025 |
2,090
shares
|
$582,253
0.26% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Apr 17, 2025 Q1 2025 |
2,089
shares
|
$581,974
0.11% of portfolio
|
Q1 2025
Reduced 79.52%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
2,089
shares
|
$581,974
0.28% of portfolio
|
Q1 2025
Added 16.7%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Apr 24, 2025 Q1 2025 |
2,082
shares
|
$580,024
0.55% of portfolio
|
Q1 2025
Reduced 8.02%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
2,081
shares
|
$579,745
0.07% of portfolio
|
Q1 2025
Reduced 57.36%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
2,076
shares
|
$578,352
0.58% of portfolio
|
Q2 2025
Reduced 7.77%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,071
shares
|
$576,959
0.15% of portfolio
|
Q4 2023
Reduced 0.43%
|
|
|
Bank Of Nova Scotia Trust CO
|
May 09, 2025 Q1 2025 |
2,068
shares
|
$576,124
0.04% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
2,067
shares
|
$575,845
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
2,061
shares
|
$574,173
0.2% of portfolio
|
Q1 2025
Added 28.09%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
2,060
shares
|
$573,895
0.07% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
2,053
shares
|
$571,945
0.04% of portfolio
|
Q1 2025
Added 35.87%
|
|
|
Riverwater Partners LLC
|
Apr 21, 2025 Q1 2025 |
2,044
shares
|
$569,437
0.2% of portfolio
|
Q1 2025
Added 45.9%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
2,037
shares
|
$567,487
0.45% of portfolio
|
Q2 2025
Added 22.56%
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
2,034
shares
|
$566,652
0.14% of portfolio
|
Q2 2025
Added 17.03%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
2,031
shares
|
$565,816
0.28% of portfolio
|
Q1 2025
Added 70.1%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 16, 2025 Q1 2025 |
2,029
shares
|
$565,259
0.25% of portfolio
|
Q1 2025
Added 0.4%
|