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 |
|---|---|---|---|---|---|
|
Peoples Bank
|
Jul 22, 2025 Q2 2025 |
1,959
shares
|
$545,757
0.33% of portfolio
|
Q2 2025
Reduced 7.07%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
May 13, 2025 Q1 2025 |
1,959
shares
|
$545,757
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
1,955
shares
|
$544,643
0.22% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Brio Consultants, LLC
|
Jul 07, 2025 Q1 2025 |
1,950
shares
|
$543,250
0.05% of portfolio
|
Q1 2025
Reduced 61.18%
|
|
|
New Jersey Better Educational Savings Trust
|
May 09, 2025 Q1 2025 |
1,940
shares
|
$540,464
0.63% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
1,939
shares
|
$540,186
0.05% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
1,938
shares
|
$539,907
0.35% of portfolio
|
Q2 2023
Reduced 12.74%
|
|
|
Wiser Wealth Management, Inc
|
Jul 18, 2025 Q2 2025 |
1,937
shares
|
$539,628
0.13% of portfolio
|
Q2 2025
Added 12.68%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
1,932
shares
|
$538,235
0.09% of portfolio
|
Q1 2025
Added 86.49%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
1,930
shares
|
$537,678
0.1% of portfolio
|
Q1 2025
Reduced 12.63%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
1,930
shares
|
$537,678
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
1,927
shares
|
$536,842
0.1% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Seldon Capital LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,920
shares
|
$534,892
0.27% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
1,915
shares
|
$533,499
0.42% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,914
shares
|
$533,221
1.15% of portfolio
|
Q4 2023
Added 21.68%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
1,910
shares
|
$532,106
0.14% of portfolio
|
Q2 2025
Reduced 15.45%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
1,910
shares
|
$532,106
0.23% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
1,910
shares
|
$532,106
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
1,906
shares
|
$530,992
0.25% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
1,905
shares
|
$530,713
0.21% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
1,905
shares
|
$530,713
0.45% of portfolio
|
Q1 2025
Added 42.06%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,901
shares
|
$529,599
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
1,900
shares
|
$529,321
0.07% of portfolio
|
Q1 2025
Reduced 12.2%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
1,900
shares
|
$529,321
0.32% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
1,900
shares
|
$529,321
0.27% of portfolio
|
Q1 2025
New holding
|