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 |
|---|---|---|---|---|---|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
256
shares
|
$73,331
0.37% of portfolio
|
Q3 2023
Reduced 5.54%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
255
shares
|
$73,044
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
253
shares
|
$72,471
0.25% of portfolio
|
Q2 2024
Reduced 80.51%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
253
shares
|
$72,471
0.16% of portfolio
|
Q2 2025
Added 10.96%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
250
shares
|
$71,612
0.01% of portfolio
|
Q4 2024
Added 400.0%
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
250
shares
|
$71,612
0.01% of portfolio
|
Q2 2024
Added 900.0%
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
250
shares
|
$71,612
0.03% of portfolio
|
Q1 2025
Reduced 51.92%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
243
shares
|
$69,607
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
243
shares
|
$69,607
0.46% of portfolio
|
Q2 2024
Reduced 1.22%
|
|
|
Glynn Capital Management LLC
|
May 06, 2025 Q1 2025 |
242
shares
|
$69,320
0.01% of portfolio
|
Q1 2025
Added 29.41%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
241
shares
|
$69,034
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
236
shares
|
$67,602
0.06% of portfolio
|
Q3 2023
Reduced 4.07%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
235
shares
|
$67,315
0.01% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
234
shares
|
$67,029
0.01% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
232
shares
|
$66,456
0.03% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
230
shares
|
$65,883
0.03% of portfolio
|
Q1 2025
Added 76.92%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
229
shares
|
$65,597
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
224
shares
|
$64,164
0.02% of portfolio
|
Q2 2023
Reduced 15.15%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
224
shares
|
$64,164
0.02% of portfolio
|
Q2 2023
Reduced 15.15%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
224
shares
|
$64,164
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
221
shares
|
$63,305
0.05% of portfolio
|
Q4 2024
Reduced 14.67%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
220
shares
|
$63,019
0.01% of portfolio
|
Q1 2025
Added 50.68%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
218
shares
|
$62,446
0.06% of portfolio
|
Q1 2023
Added 1.4%
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
218
shares
|
$62,446
0.48% of portfolio
|
Q4 2023
Reduced 12.1%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
218
shares
|
$62,446
0.15% of portfolio
|
Q4 2023
New holding
|