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 |
|---|---|---|---|---|---|
|
Dupree Financial Group, LLC
Lexington, KY |
Apr 29, 2025 Q1 2025 |
1,253
shares
|
$361,127
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
1,251
shares
|
$360,550
0.01% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
1,250
shares
|
$360,262
0.06% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
1,249
shares
|
$359,974
0.06% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
1,248
shares
|
$359,686
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,247
shares
|
$359,397
0.24% of portfolio
|
Q2 2024
Reduced 35.52%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
1,246
shares
|
$359,109
0.06% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
1,246
shares
|
$359,109
0.13% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
May 09, 2025 Q1 2025 |
1,245
shares
|
$358,821
0.15% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
1,242
shares
|
$357,956
0.06% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
1,242
shares
|
$357,956
0.16% of portfolio
|
Q2 2025
Reduced 83.01%
|
|
|
Altus Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,240
shares
|
$357,380
0.16% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
1,240
shares
|
$357,380
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
1,239
shares
|
$357,092
0.03% of portfolio
|
Q2 2025
Added 12.13%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
1,233
shares
|
$355,362
0.16% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
1,229
shares
|
$354,210
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
1,228
shares
|
$353,921
0.11% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Hendershot Investments Inc.
|
May 06, 2025 Q1 2025 |
1,223
shares
|
$352,480
0.03% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
1,222
shares
|
$352,192
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
1,221
shares
|
$351,904
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
1,219
shares
|
$351,327
0.02% of portfolio
|
Q1 2025
Added 8.26%
|
|
|
Consolidated Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
1,214
shares
|
$349,886
0.12% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Ariston Services Group
San Diego, CA |
May 14, 2025 Q1 2025 |
1,214
shares
|
$349,886
0.17% of portfolio
|
Q4 2024
Reduced 16.51%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
1,210
shares
|
$348,734
0.14% of portfolio
|
Q1 2025
Added 39.56%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
1,209
shares
|
$348,445
0.08% of portfolio
|
Q2 2025
Reduced 36.5%
|