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 |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
615
shares
|
$176,166
0.02% of portfolio
|
Q1 2025
Added 19.19%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
610
shares
|
$174,734
0.06% of portfolio
|
Q2 2024
Added 27.35%
|
|
|
Gladstone Capital Management LLP
London, X0 |
May 13, 2025 Q1 2025 |
610
shares
|
$174,734
0.01% of portfolio
|
Q1 2025
Reduced 98.97%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
605
shares
|
$173,302
0.04% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
599
shares
|
$171,583
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
590
shares
|
$169,005
0.15% of portfolio
|
Q2 2023
Reduced 3.91%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
586
shares
|
$167,859
0.85% of portfolio
|
Q2 2024
Added 89.03%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
585
shares
|
$167,573
0.26% of portfolio
|
Q4 2023
Added 37.32%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
580
shares
|
$166,141
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
576
shares
|
$164,995
0.05% of portfolio
|
Q1 2025
Reduced 18.64%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
573
shares
|
$164,135
0.12% of portfolio
|
Q1 2025
Added 245.18%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
570
shares
|
$163,276
0.19% of portfolio
|
Q2 2024
Added 3.64%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
564
shares
|
$161,557
0.03% of portfolio
|
Q3 2024
Added 824.59%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
560
shares
|
$160,412
0.04% of portfolio
|
Q3 2024
Added 882.46%
|
|
|
Lipe & Dalton
|
May 05, 2025 Q1 2025 |
554
shares
|
$158,693
0.05% of portfolio
|
Q4 2024
Reduced 47.24%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
554
shares
|
$158,693
0.01% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
549
shares
|
$157,261
0.27% of portfolio
|
Q1 2023
Added 0.73%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
549
shares
|
$157,261
0.05% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
543
shares
|
$155,542
0.02% of portfolio
|
Q1 2025
Reduced 17.48%
|
|
|
Bit Capital Gmb H
Berlin, 2M |
May 09, 2025 Q1 2025 |
531
shares
|
$152,104
0.01% of portfolio
|
Q1 2025
Added 51.71%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
529
shares
|
$151,532
0.1% of portfolio
|
Q2 2022
Reduced 7.03%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
529
shares
|
$151,532
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
520
shares
|
$148,954
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
515
shares
|
$147,521
0.05% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
504
shares
|
$144,370
0.16% of portfolio
|
Q4 2024
Added 12.0%
|