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 |
|---|---|---|---|---|---|
|
Jpb Foundation
New York, NY |
May 15, 2025 Q1 2025 |
1,740
shares
|
$484,746
0.04% of portfolio
|
Q4 2024
Reduced 76.61%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
1,738
shares
|
$484,189
0.05% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
1,732
shares
|
$482,517
0.06% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
1,723
shares
|
$480,010
0.28% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
1,716
shares
|
$478,060
0.11% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
1,715
shares
|
$477,781
0.07% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jun 17, 2025 Q1 2025 |
1,712
shares
|
$476,946
0.14% of portfolio
|
Q3 2024
Added 907.06%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
1,710
shares
|
$476,388
0.06% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
1,709
shares
|
$476,110
0.25% of portfolio
|
Q1 2025
Added 71.41%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
1,708
shares
|
$475,831
0.1% of portfolio
|
Q1 2023
Added 1.97%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
1,708
shares
|
$475,831
0.27% of portfolio
|
Q1 2025
Added 35.99%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Jul 10, 2025 Q2 2025 |
1,708
shares
|
$475,831
0.16% of portfolio
|
Q1 2025
Reduced 13.39%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
1,706
shares
|
$475,274
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
1,700
shares
|
$473,602
0.07% of portfolio
|
Q1 2025
Reduced 43.84%
|
|
|
Credit Capital Investments LLC
Short Hills, NJ |
May 09, 2025 Q1 2025 |
1,700
shares
|
$473,602
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
1,699
shares
|
$473,324
0.06% of portfolio
|
Q1 2025
Added 27.36%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
1,692
shares
|
$471,374
0.03% of portfolio
|
Q1 2025
Added 9.51%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
1,687
shares
|
$469,981
0.13% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
1,687
shares
|
$469,981
0.21% of portfolio
|
Q1 2025
Added 45.81%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
1,685
shares
|
$469,424
1.38% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
1,684
shares
|
$469,145
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
1,682
shares
|
$468,588
0.15% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
May 01, 2025 Q1 2025 |
1,681
shares
|
$468,309
0.09% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Alamar Capital Management, LLC
|
May 15, 2025 Q1 2025 |
1,680
shares
|
$468,031
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
1,677
shares
|
$467,195
0.19% of portfolio
|
Q1 2025
Reduced 7.45%
|