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 |
|---|---|---|---|---|---|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
1,450
shares
|
$403,955
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
1,449
shares
|
$403,676
0.13% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,445
shares
|
$402,562
0.05% of portfolio
|
Q3 2023
Reduced 0.21%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
1,445
shares
|
$402,562
0.17% of portfolio
|
Q2 2025
Added 64.39%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
1,439
shares
|
$400,891
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
1,438
shares
|
$400,612
0.02% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
1,436
shares
|
$400,055
0.08% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
1,434
shares
|
$399,498
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
1,432
shares
|
$398,940
0.04% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
1,431
shares
|
$398,662
1.29% of portfolio
|
Q2 2024
Reduced 20.85%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 21, 2025 Q1 2025 |
1,430
shares
|
$398,383
0.14% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
1,430
shares
|
$398,383
0.02% of portfolio
|
Q3 2024
Added 1017.19%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
May 15, 2025 Q1 2025 |
1,425
shares
|
$396,990
0.07% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
1,424
shares
|
$396,712
0.09% of portfolio
|
Q1 2025
Reduced 11.22%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
1,420
shares
|
$395,597
0.05% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Apr 24, 2025 Q1 2025 |
1,420
shares
|
$395,597
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
1,419
shares
|
$395,319
0.1% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
1,415
shares
|
$394,204
0.03% of portfolio
|
Q1 2025
Added 24.67%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
1,413
shares
|
$393,647
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
1,412
shares
|
$393,369
0.11% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
1,411
shares
|
$393,090
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
1,410
shares
|
$392,811
0.03% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
1,408
shares
|
$392,254
0.33% of portfolio
|
Q2 2025
Added 6.91%
|
|
|
Corbyn Investment Management Inc
|
May 09, 2025 Q1 2025 |
1,407
shares
|
$391,976
0.12% of portfolio
|
Q1 2025
Reduced 10.84%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
1,405
shares
|
$391,418
0.15% of portfolio
|
Q2 2025
Added 18.27%
|