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 |
|---|---|---|---|---|---|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
1,403
shares
|
$404,358
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
1,401
shares
|
$403,782
0.08% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
S&Co Inc
Boston, MA |
May 08, 2025 Q1 2025 |
1,400
shares
|
$403,494
0.02% of portfolio
|
Q4 2024
Reduced 17.65%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
1,400
shares
|
$403,494
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
1,400
shares
|
$403,494
0.08% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
May 13, 2025 Q1 2025 |
1,400
shares
|
$403,494
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
1,396
shares
|
$402,341
0.16% of portfolio
|
Q1 2025
Added 41.58%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
1,387
shares
|
$399,747
0.17% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,387
shares
|
$399,747
0.11% of portfolio
|
Q3 2022
Added 2.06%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
1,386
shares
|
$399,459
0.06% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Montgomery Investment Management Inc
|
Jul 18, 2025 Q2 2025 |
1,383
shares
|
$398,594
0.15% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
1,382
shares
|
$398,306
0.14% of portfolio
|
Q1 2025
Reduced 30.38%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
1,380
shares
|
$397,729
0.09% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
1,378
shares
|
$397,153
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
1,374
shares
|
$396,000
0.25% of portfolio
|
Q1 2023
Added 1.03%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
1,371
shares
|
$395,135
0.03% of portfolio
|
Q1 2025
Reduced 55.41%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
1,367
shares
|
$393,983
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,366
shares
|
$393,694
0.02% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
1,365
shares
|
$393,406
0.28% of portfolio
|
Q2 2025
Added 7.4%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jul 17, 2025 Q2 2025 |
1,363
shares
|
$392,830
0.32% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
1,360
shares
|
$391,965
0.05% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,350
shares
|
$389,083
0.09% of portfolio
|
Q1 2025
Reduced 43.87%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
1,350
shares
|
$389,083
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Bey Douglas LLC
Marietta, GA |
May 15, 2025 Q1 2025 |
1,342
shares
|
$386,777
0.21% of portfolio
|
Q1 2025
Reduced 18.32%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
1,340
shares
|
$386,201
0.18% of portfolio
|
Q2 2025
Reduced 7.84%
|