Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 4,393 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 $890 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Apr 24, 2025 Q1 2025 |
1,828
shares
|
$526,847
0.32% of portfolio
|
Q1 2025
Added 33.63%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,825
shares
|
$525,983
0.08% of portfolio
|
Q3 2024
Added 897.27%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Jul 21, 2025 Q2 2025 |
1,824
shares
|
$525,695
0.16% of portfolio
|
Q2 2025
Added 33.72%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
1,823
shares
|
$525,406
0.19% of portfolio
|
Q1 2025
Reduced 11.46%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
1,822
shares
|
$525,118
0.02% of portfolio
|
Q1 2025
Reduced 40.01%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
1,822
shares
|
$525,118
0.54% of portfolio
|
Q1 2025
Reduced 43.42%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
May 13, 2025 Q1 2025 |
1,819
shares
|
$524,253
0.16% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
1,814
shares
|
$522,812
0.09% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
1,814
shares
|
$522,812
0.04% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
1,813
shares
|
$522,524
2.19% of portfolio
|
Q4 2023
New holding
|
|
|
Numerai Gp LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,808
shares
|
$521,083
0.06% of portfolio
|
Q1 2025
Reduced 40.74%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
1,807
shares
|
$520,795
0.03% of portfolio
|
Q1 2025
Added 32.77%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
1,806
shares
|
$520,507
0.04% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Cross Staff Investments Inc
|
Apr 22, 2025 Q1 2025 |
1,804
shares
|
$519,930
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
1,800
shares
|
$518,777
0.09% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
1,799
shares
|
$518,489
0.13% of portfolio
|
Q2 2025
Added 44.04%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jul 09, 2025 Q2 2025 |
1,799
shares
|
$518,489
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
M. Kulyk & Associates, LLC
|
May 06, 2025 Q1 2025 |
1,798
shares
|
$518,201
0.07% of portfolio
|
Q1 2025
Reduced 15.27%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jul 16, 2025 Q2 2025 |
1,792
shares
|
$516,472
0.26% of portfolio
|
Q2 2025
Added 27.18%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
1,790
shares
|
$515,895
0.14% of portfolio
|
Q1 2025
Added 75.49%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Jul 21, 2025 Q2 2025 |
1,786
shares
|
$514,743
0.3% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Jul 17, 2025 Q2 2025 |
1,786
shares
|
$514,743
0.44% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jul 14, 2025 Q2 2025 |
1,785
shares
|
$514,454
0.11% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Jul 16, 2025 Q2 2025 |
1,782
shares
|
$513,590
0.4% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
1,780
shares
|
$513,013
0.63% of portfolio
|
Q2 2022
Reduced 25.68%
|