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 |
|---|---|---|---|---|---|
|
Abacus Planning Group, Inc.
|
Jul 14, 2025 Q2 2025 |
727
shares
|
$208,249
0.07% of portfolio
|
Q2 2025
Reduced 79.74%
|
|
|
Kooman & Associates
Altoona, PA |
Jul 16, 2025 Q2 2025 |
727
shares
|
$208,249
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Jul 10, 2025 Q2 2025 |
726
shares
|
$207,962
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
713
shares
|
$204,238
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Knott David M Jr
Syosset, NY |
May 12, 2025 Q1 2025 |
710
shares
|
$203,379
0.07% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
710
shares
|
$203,379
0.02% of portfolio
|
Q1 2022
Reduced 19.13%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
704
shares
|
$201,660
0.01% of portfolio
|
Q1 2025
Added 633.33%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
702
shares
|
$201,087
0.11% of portfolio
|
Q1 2025
Reduced 15.93%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
700
shares
|
$200,515
0.04% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Promethos Capital, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
694
shares
|
$198,796
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
690
shares
|
$197,650
0.3% of portfolio
|
Q1 2023
Added 7.64%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
685
shares
|
$196,218
0.04% of portfolio
|
Q1 2025
Added 52.22%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
683
shares
|
$195,645
0.15% of portfolio
|
Q1 2025
Added 7.05%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
679
shares
|
$194,499
0.18% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
674
shares
|
$193,067
0.05% of portfolio
|
Q2 2025
Added 97.65%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
673
shares
|
$192,780
0.04% of portfolio
|
Q1 2025
Reduced 31.81%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
665
shares
|
$190,489
0.36% of portfolio
|
Q4 2022
Added 1.53%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
650
shares
|
$186,192
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
648
shares
|
$185,619
0.07% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
644
shares
|
$184,473
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
641
shares
|
$183,614
0.07% of portfolio
|
Q1 2025
Added 20.94%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
640
shares
|
$183,328
0.06% of portfolio
|
Q4 2024
Added 10.34%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
621
shares
|
$177,885
0.09% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
620
shares
|
$177,599
0.48% of portfolio
|
Q3 2022
Reduced 16.67%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
619
shares
|
$177,312
0.01% of portfolio
|
Q1 2025
New holding
|