Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 3,918 institutions that hold shares in the stock, with a total of 2.99 Billion shares, which have been reported (via 13F filing form) to have a value of $664 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
200
shares
|
$44,486
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
190
shares
|
$42,261
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Glynn Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
187
shares
|
$41,594
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
185
shares
|
$41,149
0.02% of portfolio
|
Q3 2024
Added 1323.08%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
180
shares
|
$40,037
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
172
shares
|
$38,257
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
170
shares
|
$37,813
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
169
shares
|
$37,590
0.01% of portfolio
|
Q3 2022
Reduced 15.92%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
168
shares
|
$37,368
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
168
shares
|
$37,368
0.02% of portfolio
|
Q2 2024
Reduced 19.62%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
166
shares
|
$36,923
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
150
shares
|
$33,364
0.0% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
150
shares
|
$33,364
0.02% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
150
shares
|
$33,364
0.01% of portfolio
|
Q4 2024
Reduced 93.86%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
146
shares
|
$32,474
0.05% of portfolio
|
Q2 2024
Reduced 5.81%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
146
shares
|
$32,474
0.01% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
143
shares
|
$31,807
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
131
shares
|
$29,138
0.22% of portfolio
|
Q2 2022
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
130
shares
|
$28,915
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
128
shares
|
$28,471
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
125
shares
|
$27,803
0.04% of portfolio
|
Q2 2022
Added 25.0%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
123
shares
|
$27,358
0.01% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
123
shares
|
$27,358
0.01% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
120
shares
|
$26,691
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
120
shares
|
$26,691
0.01% of portfolio
|
Q3 2024
Added 900.0%
|