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 |
|---|---|---|---|---|---|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Apr 22, 2025 Q1 2025 |
889
shares
|
$254,654
0.11% of portfolio
|
Q1 2025
Added 12.67%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
886
shares
|
$253,794
0.36% of portfolio
|
Q2 2024
Reduced 11.04%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jul 18, 2025 Q2 2025 |
884
shares
|
$253,221
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Martin Capital Partners, LLC
|
Jul 08, 2025 Q2 2025 |
883
shares
|
$252,935
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
871
shares
|
$249,497
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
870
shares
|
$249,211
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
870
shares
|
$249,211
0.1% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
May 14, 2025 Q1 2025 |
863
shares
|
$247,206
0.2% of portfolio
|
Q1 2025
Reduced 87.11%
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
861
shares
|
$246,633
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
860
shares
|
$246,347
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
859
shares
|
$246,060
0.02% of portfolio
|
Q1 2025
Added 15.61%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Apr 15, 2025 Q1 2025 |
856
shares
|
$245,201
0.03% of portfolio
|
Q1 2025
Added 27.19%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
856
shares
|
$245,201
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
850
shares
|
$243,482
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
845
shares
|
$242,050
0.12% of portfolio
|
Q1 2025
Added 9.74%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
845
shares
|
$242,050
0.13% of portfolio
|
Q2 2025
Reduced 90.09%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
831
shares
|
$238,039
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
828
shares
|
$237,180
0.04% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
827
shares
|
$236,894
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
819
shares
|
$234,602
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
819
shares
|
$234,602
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
813
shares
|
$232,883
0.25% of portfolio
|
Q4 2022
Added 24.5%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jul 07, 2025 Q2 2025 |
812
shares
|
$232,597
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
812
shares
|
$232,597
0.03% of portfolio
|
Q1 2025
Added 39.52%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
807
shares
|
$231,165
0.15% of portfolio
|
Q3 2023
Reduced 26.64%
|