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 |
|---|---|---|---|---|---|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
1,500
shares
|
$432,314
0.03% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Robeco Schweiz Ag
|
Apr 30, 2025 Q1 2025 |
1,500
shares
|
$432,314
0.01% of portfolio
|
Q1 2025
Reduced 96.78%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
1,496
shares
|
$431,162
0.18% of portfolio
|
Q2 2025
Added 11.73%
|
|
|
Goodman Financial Corp
Houston, TX |
May 08, 2025 Q1 2025 |
1,495
shares
|
$430,873
0.06% of portfolio
|
Q1 2025
Reduced 59.1%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
1,495
shares
|
$430,873
0.2% of portfolio
|
Q1 2025
Reduced 31.98%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,494
shares
|
$430,585
0.03% of portfolio
|
Q1 2025
Added 50.3%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
1,494
shares
|
$430,585
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
1,490
shares
|
$429,432
0.06% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
1,488
shares
|
$428,856
0.07% of portfolio
|
Q1 2025
Added 54.36%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
1,484
shares
|
$427,703
0.09% of portfolio
|
Q4 2024
Added 9.44%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,476
shares
|
$425,397
0.21% of portfolio
|
Q4 2022
Added 358.39%
|
|
|
New Capital Management LP
|
Jul 07, 2025 Q2 2025 |
1,474
shares
|
$424,821
0.13% of portfolio
|
Q2 2025
Reduced 20.28%
|
|
|
Wallace Hart LLC
Lexington, KY |
May 14, 2025 Q1 2025 |
1,473
shares
|
$424,533
0.62% of portfolio
|
Q1 2025
Reduced 45.0%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
1,470
shares
|
$423,668
0.1% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
May 09, 2025 Q1 2025 |
1,466
shares
|
$422,515
0.16% of portfolio
|
Q1 2025
Added 32.31%
|
|
|
Cadinha & CO LLC
|
Apr 03, 2025 Q1 2025 |
1,465
shares
|
$422,227
0.05% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
May 12, 2025 Q1 2025 |
1,457
shares
|
$419,921
0.08% of portfolio
|
Q1 2025
Added 10.55%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
1,457
shares
|
$419,921
0.05% of portfolio
|
Q3 2024
Reduced 17.64%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
1,456
shares
|
$419,633
0.22% of portfolio
|
Q1 2025
Reduced 51.74%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
1,453
shares
|
$418,769
0.06% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
1,452
shares
|
$418,480
0.14% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
1,452
shares
|
$418,480
0.12% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
1,450
shares
|
$417,904
0.16% of portfolio
|
Q1 2025
Added 45.0%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
1,450
shares
|
$417,904
0.04% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
1,450
shares
|
$417,904
0.07% of portfolio
|
Q3 2024
Added 900.0%
|