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 |
|---|---|---|---|---|---|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
502
shares
|
$143,797
0.06% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
501
shares
|
$143,511
0.07% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
500
shares
|
$143,225
0.27% of portfolio
|
Q2 2022
New holding
|
|
|
Campbell Capital Management Inc
|
May 09, 2025 Q1 2025 |
500
shares
|
$143,225
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
500
shares
|
$143,225
0.08% of portfolio
|
Q4 2024
Added 92.31%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
499
shares
|
$142,938
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
May 14, 2025 Q1 2025 |
498
shares
|
$142,652
0.04% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
495
shares
|
$141,792
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
487
shares
|
$139,501
0.02% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
479
shares
|
$137,209
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
470
shares
|
$134,631
0.03% of portfolio
|
Q4 2024
Added 113.64%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
464
shares
|
$132,912
0.06% of portfolio
|
Q1 2025
Reduced 11.45%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
463
shares
|
$132,626
0.17% of portfolio
|
Q2 2022
Reduced 2.11%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
463
shares
|
$132,626
0.04% of portfolio
|
Q2 2025
Reduced 21.39%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
462
shares
|
$132,339
0.06% of portfolio
|
Q2 2023
Added 2.21%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
459
shares
|
$131,480
0.27% of portfolio
|
Q4 2021
New holding
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
458
shares
|
$131,194
0.26% of portfolio
|
Q2 2023
Reduced 31.74%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
455
shares
|
$130,334
0.07% of portfolio
|
Q1 2025
Added 28.17%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
451
shares
|
$129,188
0.06% of portfolio
|
Q4 2022
Reduced 18.15%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
450
shares
|
$128,902
0.24% of portfolio
|
Q4 2021
New holding
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
450
shares
|
$128,902
0.04% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
450
shares
|
$128,902
0.04% of portfolio
|
Q1 2025
Added 164.71%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
448
shares
|
$128,329
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
448
shares
|
$128,329
0.06% of portfolio
|
Q1 2025
Added 12728.13%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
441
shares
|
$126,324
0.03% of portfolio
|
Q1 2025
Reduced 24.49%
|