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 |
|---|---|---|---|---|---|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
150
shares
|
$42,967
0.02% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
150
shares
|
$42,967
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
150
shares
|
$42,967
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
147
shares
|
$42,108
0.02% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
145
shares
|
$41,535
0.0% of portfolio
|
Q1 2025
Reduced 23.68%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
143
shares
|
$40,962
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
137
shares
|
$39,243
0.02% of portfolio
|
Q2 2025
Added 38.38%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
133
shares
|
$38,097
0.01% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
131
shares
|
$37,524
0.22% of portfolio
|
Q2 2022
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
130
shares
|
$37,238
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
128
shares
|
$36,665
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
125
shares
|
$35,806
0.04% of portfolio
|
Q2 2022
Added 25.0%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
122
shares
|
$34,946
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
121
shares
|
$34,660
0.01% of portfolio
|
Q1 2025
Added 476.19%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
120
shares
|
$34,374
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
119
shares
|
$34,087
0.02% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
116
shares
|
$33,228
0.03% of portfolio
|
Q3 2023
Added 5.45%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
115
shares
|
$32,941
0.02% of portfolio
|
Q2 2023
Added 15.0%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
112
shares
|
$32,082
0.0% of portfolio
|
Q2 2025
Reduced 46.15%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
110
shares
|
$31,509
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
110
shares
|
$31,509
0.01% of portfolio
|
Q1 2025
Reduced 31.25%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
105
shares
|
$30,077
0.2% of portfolio
|
Q1 2024
Added 40.0%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
102
shares
|
$29,217
0.01% of portfolio
|
Q1 2025
Added 34.21%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
101
shares
|
$28,931
0.01% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
100
shares
|
$28,645
0.01% of portfolio
|
Q1 2025
New holding
|