Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 4,377 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 $884 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
1,200
shares
|
$343,740
0.08% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Hardman Johnston Global Advisors LLC
|
May 15, 2025 Q1 2025 |
1,200
shares
|
$343,740
0.01% of portfolio
|
Q3 2024
Added 400.0%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
May 15, 2025 Q1 2025 |
1,200
shares
|
$343,740
0.33% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jul 01, 2025 Q2 2025 |
1,200
shares
|
$343,740
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,200
shares
|
$343,740
0.12% of portfolio
|
Q3 2024
Added 727.59%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
1,197
shares
|
$342,880
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
May 08, 2025 Q1 2025 |
1,196
shares
|
$342,594
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,193
shares
|
$341,734
0.49% of portfolio
|
Q3 2023
Added 2.4%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
1,182
shares
|
$338,583
0.39% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
1,181
shares
|
$338,297
0.13% of portfolio
|
Q1 2025
Added 19.41%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,175
shares
|
$336,578
0.09% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,165
shares
|
$333,714
0.1% of portfolio
|
Q4 2024
Added 25.27%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
1,164
shares
|
$333,427
0.03% of portfolio
|
Q1 2023
Added 1.48%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
1,150
shares
|
$329,417
0.1% of portfolio
|
Q2 2025
Reduced 31.83%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
1,150
shares
|
$329,417
0.11% of portfolio
|
Q3 2024
Added 588.62%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
May 08, 2025 Q1 2025 |
1,149
shares
|
$329,131
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
1,137
shares
|
$325,693
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
1,132
shares
|
$324,261
0.2% of portfolio
|
Q1 2023
Added 0.62%
|
|
|
Stelac Advisory Services LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,131
shares
|
$323,974
0.08% of portfolio
|
Q1 2025
Added 135.63%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
1,130
shares
|
$323,688
0.15% of portfolio
|
Q2 2025
Reduced 58.46%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
1,120
shares
|
$320,824
0.11% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
1,114
shares
|
$319,105
0.04% of portfolio
|
Q2 2025
Reduced 14.31%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
1,107
shares
|
$317,100
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Jul 15, 2025 Q2 2025 |
1,107
shares
|
$317,100
0.22% of portfolio
|
Q2 2025
Reduced 12.97%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Jul 11, 2025 Q2 2025 |
1,101
shares
|
$315,381
0.11% of portfolio
|
Q2 2025
New holding
|