Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 4,243 institutions that hold shares in the stock, with a total of 3.11 Billion shares, which have been reported (via 13F filing form) to have a value of $592 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
499
shares
|
$96,920
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
497
shares
|
$96,532
0.02% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
495
shares
|
$96,143
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
490
shares
|
$95,172
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Stelac Advisory Services LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
480
shares
|
$93,230
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
479
shares
|
$93,036
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Feb 14, 2025 Q4 2024 |
472
shares
|
$91,676
0.05% of portfolio
|
Q3 2024
Added 904.26%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
470
shares
|
$91,288
0.07% of portfolio
|
Q4 2024
Added 113.64%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
467
shares
|
$90,705
0.02% of portfolio
|
Q4 2024
Added 41.95%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
463
shares
|
$89,928
0.17% of portfolio
|
Q2 2022
Reduced 2.11%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
462
shares
|
$89,734
0.06% of portfolio
|
Q2 2023
Added 2.21%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
459
shares
|
$89,151
0.27% of portfolio
|
Q4 2021
New holding
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
458
shares
|
$88,957
0.26% of portfolio
|
Q2 2023
Reduced 31.74%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
451
shares
|
$87,597
0.01% of portfolio
|
Q4 2024
Added 12.47%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
451
shares
|
$87,597
0.06% of portfolio
|
Q4 2022
Reduced 18.15%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
450
shares
|
$87,403
0.24% of portfolio
|
Q4 2021
New holding
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
450
shares
|
$87,403
0.06% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
450
shares
|
$87,403
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
446
shares
|
$86,626
0.61% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
421
shares
|
$81,770
0.13% of portfolio
|
Q2 2022
Reduced 85.02%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
413
shares
|
$80,216
0.09% of portfolio
|
Q2 2023
Reduced 37.61%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
411
shares
|
$79,828
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
402
shares
|
$78,080
0.46% of portfolio
|
Q2 2024
Added 4.42%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
400
shares
|
$77,692
0.07% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
393
shares
|
$76,332
0.18% of portfolio
|
Q2 2023
Reduced 2.48%
|