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 |
|---|---|---|---|---|---|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
950
shares
|
$272,127
0.24% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
941
shares
|
$269,549
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
May 15, 2025 Q1 2025 |
940
shares
|
$269,263
0.04% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
940
shares
|
$269,263
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
937
shares
|
$268,403
0.04% of portfolio
|
Q1 2025
Added 59.08%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
936
shares
|
$268,117
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
930
shares
|
$266,398
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
929
shares
|
$266,112
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Seneca House Advisors
|
Jul 09, 2025 Q2 2025 |
924
shares
|
$264,679
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
922
shares
|
$264,106
0.06% of portfolio
|
Q1 2025
Added 29.49%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
916
shares
|
$262,388
0.08% of portfolio
|
Q1 2025
Reduced 27.99%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
914
shares
|
$261,815
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
913
shares
|
$261,528
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jul 14, 2025 Q2 2025 |
913
shares
|
$261,528
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
912
shares
|
$261,242
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
910
shares
|
$260,669
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
910
shares
|
$260,669
0.04% of portfolio
|
Q2 2025
Reduced 31.16%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
910
shares
|
$260,669
0.49% of portfolio
|
Q4 2023
Reduced 5.21%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
900
shares
|
$257,805
0.07% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
900
shares
|
$257,805
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
896
shares
|
$256,659
0.77% of portfolio
|
Q4 2022
Added 7.69%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
890
shares
|
$254,940
0.03% of portfolio
|
Q3 2024
Added 2242.11%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
890
shares
|
$254,940
0.1% of portfolio
|
Q1 2025
Added 34.85%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
890
shares
|
$254,940
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
889
shares
|
$254,654
0.16% of portfolio
|
Q1 2025
Added 6.59%
|