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 |
|---|---|---|---|---|---|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
100
shares
|
$28,645
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
100
shares
|
$28,645
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
100
shares
|
$28,645
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
94
shares
|
$26,926
0.01% of portfolio
|
Q2 2025
Added 62.07%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
92
shares
|
$26,353
0.01% of portfolio
|
Q2 2023
Added 16.46%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
90
shares
|
$25,780
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
90
shares
|
$25,780
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
88
shares
|
$25,207
0.04% of portfolio
|
Q4 2023
Reduced 42.11%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
87
shares
|
$24,921
0.0% of portfolio
|
Q1 2025
Added 24.29%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
86
shares
|
$24,634
0.0% of portfolio
|
Q1 2025
Reduced 99.91%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
83
shares
|
$23,775
0.01% of portfolio
|
Q2 2025
Added 730.0%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
80
shares
|
$22,916
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
80
shares
|
$22,916
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
80
shares
|
$22,916
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
79
shares
|
$22,629
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
77
shares
|
$22,056
0.74% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
76
shares
|
$21,770
0.0% of portfolio
|
Q1 2021
Added 375.0%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
74
shares
|
$21,197
0.0% of portfolio
|
Q1 2025
Added 252.38%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
71
shares
|
$20,337
0.0% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
70
shares
|
$20,051
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
70
shares
|
$20,051
0.13% of portfolio
|
Q2 2023
Added 7.69%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
70
shares
|
$20,051
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
70
shares
|
$20,051
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
May 15, 2025 Q1 2025 |
70
shares
|
$20,051
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
70
shares
|
$20,051
0.0% of portfolio
|
Q4 2024
New holding
|