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 |
|---|---|---|---|---|---|
|
Blue Square Asset Management, LLC
New York, NY |
May 01, 2025 Q1 2025 |
1,548
shares
|
$446,149
0.14% of portfolio
|
Q3 2024
Added 990.14%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,546
shares
|
$445,572
0.03% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
1,545
shares
|
$445,284
1.6% of portfolio
|
Q2 2022
Added 1.31%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
1,545
shares
|
$445,284
0.15% of portfolio
|
Q1 2025
Reduced 49.82%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
1,544
shares
|
$444,996
0.1% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
1,543
shares
|
$444,708
0.24% of portfolio
|
Q1 2025
Added 12.96%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
1,540
shares
|
$443,843
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
1,538
shares
|
$443,266
0.08% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
1,537
shares
|
$442,978
0.21% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Innova Wealth Partners
|
May 06, 2025 Q1 2025 |
1,537
shares
|
$442,978
0.18% of portfolio
|
Q1 2025
Added 29.7%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
1,533
shares
|
$441,825
0.05% of portfolio
|
Q1 2025
Reduced 31.84%
|
|
|
Rosenbaum Jay D.
Boston, MA |
Nov 07, 2024 Q3 2024 |
1,530
shares
|
$440,961
8.65% of portfolio
|
Q3 2024
Added 375.16%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jul 14, 2025 Q2 2025 |
1,529
shares
|
$440,673
0.43% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Tt International Asset Management LTD
London, X0 |
Jul 10, 2025 Q2 2025 |
1,524
shares
|
$439,232
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Mount Lucas Management LP
Newtown, PA |
May 06, 2025 Q1 2025 |
1,523
shares
|
$438,943
0.08% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Bath Savings Trust CO
|
Jul 10, 2025 Q2 2025 |
1,520
shares
|
$438,079
0.04% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
1,515
shares
|
$436,638
0.03% of portfolio
|
Q1 2025
Added 9.15%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
1,515
shares
|
$436,638
0.18% of portfolio
|
Q2 2025
Added 11.73%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
1,507
shares
|
$434,332
0.02% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
1,505
shares
|
$433,756
0.05% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
1,505
shares
|
$433,756
0.18% of portfolio
|
Q3 2024
Added 262.65%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Jun 27, 2025 Q1 2025 |
1,503
shares
|
$433,179
0.27% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
1,501
shares
|
$432,603
0.05% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
1,501
shares
|
$432,603
0.48% of portfolio
|
Q3 2023
Added 0.47%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
1,501
shares
|
$432,603
0.14% of portfolio
|
Q2 2025
Reduced 7.46%
|