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 |
|---|---|---|---|---|---|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
May 15, 2025 Q1 2025 |
69
shares
|
$19,765
1.33% of portfolio
|
Q1 2025
Added 10711.59%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
64
shares
|
$18,332
0.01% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Lsv Asset Management
Chicago, IL |
May 08, 2025 Q1 2025 |
56
shares
|
$16,041
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
55
shares
|
$15,754
0.01% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
51
shares
|
$14,608
0.0% of portfolio
|
Q1 2025
Reduced 33.77%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
50
shares
|
$14,322
0.01% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
50
shares
|
$14,322
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
50
shares
|
$14,322
0.01% of portfolio
|
Q2 2024
Added 900.0%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
46
shares
|
$13,176
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
46
shares
|
$13,176
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
44
shares
|
$12,603
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
43
shares
|
$12,317
0.02% of portfolio
|
Q3 2024
Added 207.14%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
42
shares
|
$12,030
0.01% of portfolio
|
Q4 2024
Reduced 47.5%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
40
shares
|
$11,458
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
32
shares
|
$9,166
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
32
shares
|
$9,166
0.02% of portfolio
|
Q1 2023
Reduced 96.61%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
30
shares
|
$8,593
0.0% of portfolio
|
Q4 2024
Added 900.0%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
29
shares
|
$8,307
0.15% of portfolio
|
Q3 2024
Reduced 99.24%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
29
shares
|
$8,307
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
28
shares
|
$8,020
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
25
shares
|
$7,161
0.0% of portfolio
|
Q2 2025
Reduced 95.06%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
25
shares
|
$7,161
0.0% of portfolio
|
Q1 2025
Reduced 95.24%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
24
shares
|
$6,874
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
24
shares
|
$6,874
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
22
shares
|
$6,301
0.0% of portfolio
|
Q1 2025
Reduced 97.44%
|