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 |
|---|---|---|---|---|---|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
430
shares
|
$123,173
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
429
shares
|
$122,887
0.08% of portfolio
|
Q1 2025
Added 124.61%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
427
shares
|
$122,314
0.02% of portfolio
|
Q1 2025
Added 50.88%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
422
shares
|
$120,881
0.03% of portfolio
|
Q2 2025
Reduced 65.75%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
421
shares
|
$120,595
0.13% of portfolio
|
Q2 2022
Reduced 85.02%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
413
shares
|
$118,303
0.09% of portfolio
|
Q2 2023
Reduced 37.61%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
409
shares
|
$117,158
0.02% of portfolio
|
Q2 2025
Added 15.21%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
402
shares
|
$115,152
0.46% of portfolio
|
Q2 2024
Added 4.42%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
400
shares
|
$114,580
0.05% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
393
shares
|
$112,574
0.18% of portfolio
|
Q2 2023
Reduced 2.48%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
392
shares
|
$112,288
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
387
shares
|
$110,856
0.03% of portfolio
|
Q4 2023
Added 10.26%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
377
shares
|
$107,991
0.05% of portfolio
|
Q2 2022
Reduced 68.19%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
370
shares
|
$105,986
0.03% of portfolio
|
Q3 2024
Added 1056.25%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
356
shares
|
$101,976
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
350
shares
|
$100,257
0.03% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
348
shares
|
$99,684
0.04% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
345
shares
|
$98,825
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
340
shares
|
$97,393
0.02% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
338
shares
|
$96,820
0.11% of portfolio
|
Q3 2023
Reduced 3.15%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
333
shares
|
$95,387
0.05% of portfolio
|
Q1 2025
Reduced 13.73%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
330
shares
|
$94,528
0.03% of portfolio
|
Q1 2025
Reduced 35.42%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
329
shares
|
$94,242
0.07% of portfolio
|
Q1 2025
Added 48.2%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
328
shares
|
$93,955
0.03% of portfolio
|
Q1 2025
Added 152.31%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
320
shares
|
$91,664
0.01% of portfolio
|
Q1 2025
Added 45.45%
|