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 |
|---|---|---|---|---|---|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,609
shares
|
$463,729
0.28% of portfolio
|
Q4 2024
Reduced 79.23%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
1,603
shares
|
$462,000
0.2% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
1,602
shares
|
$461,712
0.06% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Apr 28, 2025 Q1 2025 |
1,600
shares
|
$461,135
1.58% of portfolio
|
Q1 2025
Reduced 15.79%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
1,600
shares
|
$461,135
0.33% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
1,600
shares
|
$461,135
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
1,598
shares
|
$460,559
0.23% of portfolio
|
Q1 2025
Reduced 10.97%
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
1,595
shares
|
$459,694
0.22% of portfolio
|
Q1 2025
Reduced 19.44%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
1,592
shares
|
$458,830
0.2% of portfolio
|
Q2 2025
Reduced 11.95%
|
|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
1,590
shares
|
$458,253
0.05% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Nelson Capital Management, LLC
|
May 05, 2025 Q1 2025 |
1,585
shares
|
$456,812
0.05% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
1,584
shares
|
$456,524
0.17% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Sage Advisors, LLC
Boulder, CO |
Apr 25, 2025 Q1 2025 |
1,582
shares
|
$455,948
0.19% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
May 06, 2025 Q1 2025 |
1,578
shares
|
$454,795
0.34% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Mizuho Markets Cayman LP
|
May 12, 2025 Q1 2025 |
1,576
shares
|
$454,218
1.1% of portfolio
|
Q1 2025
New holding
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,575
shares
|
$453,930
0.06% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
1,574
shares
|
$453,642
0.17% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
1,574
shares
|
$453,642
0.16% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jul 22, 2025 Q2 2025 |
1,572
shares
|
$453,066
0.21% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
1,566
shares
|
$451,336
0.11% of portfolio
|
Q1 2025
Added 49.14%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
1,562
shares
|
$450,184
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
1,555
shares
|
$448,166
0.16% of portfolio
|
Q1 2025
Added 43.45%
|
|
|
George Kaiser Family Foundation
|
May 13, 2025 Q1 2025 |
1,552
shares
|
$447,301
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
May 07, 2025 Q1 2025 |
1,552
shares
|
$447,301
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
1,550
shares
|
$446,725
0.11% of portfolio
|
Q4 2024
Added 33.62%
|