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 |
|---|---|---|---|---|---|
|
Perennial Advisors, LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
1,100
shares
|
$315,095
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,099
shares
|
$314,808
0.06% of portfolio
|
Q3 2024
Added 908.26%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
1,095
shares
|
$313,662
0.08% of portfolio
|
Q2 2025
Reduced 15.05%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
1,095
shares
|
$313,662
0.12% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,093
shares
|
$313,089
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
1,091
shares
|
$312,516
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
1,091
shares
|
$312,516
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
1,088
shares
|
$311,657
0.07% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
1,084
shares
|
$310,511
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
1,077
shares
|
$308,506
0.1% of portfolio
|
Q4 2022
Reduced 0.46%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
1,073
shares
|
$307,360
0.03% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,070
shares
|
$306,501
0.57% of portfolio
|
Q4 2023
New holding
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
1,065
shares
|
$305,069
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,064
shares
|
$304,782
0.1% of portfolio
|
Q4 2023
Added 6.51%
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
1,060
shares
|
$303,637
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
1,057
shares
|
$302,777
0.15% of portfolio
|
Q4 2024
Added 123.47%
|
|
|
Bka Wealth Consulting, Inc.
|
Jul 15, 2025 Q2 2025 |
1,054
shares
|
$301,918
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Manor Financial, LLC
|
Jul 09, 2025 Q2 2025 |
1,050
shares
|
$300,772
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
1,047
shares
|
$299,913
0.17% of portfolio
|
Q1 2025
Reduced 68.32%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
1,043
shares
|
$298,767
0.2% of portfolio
|
Q2 2022
Reduced 90.24%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
1,042
shares
|
$298,480
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
1,040
shares
|
$297,908
0.07% of portfolio
|
Q1 2025
Added 55.22%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Apr 28, 2025 Q1 2025 |
1,040
shares
|
$297,908
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
1,038
shares
|
$297,335
0.08% of portfolio
|
Q1 2025
Reduced 12.18%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
1,036
shares
|
$296,762
0.91% of portfolio
|
Q3 2023
Reduced 3.81%
|