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 |
|---|---|---|---|---|---|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
21
shares
|
$6,015
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
20
shares
|
$5,729
0.02% of portfolio
|
Q1 2024
Reduced 4.76%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
20
shares
|
$5,729
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
19
shares
|
$5,442
0.0% of portfolio
|
Q1 2025
Added 533.33%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
17
shares
|
$4,869
0.01% of portfolio
|
Q3 2022
Added 70.0%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
17
shares
|
$4,869
0.0% of portfolio
|
Q1 2025
Reduced 80.0%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
15
shares
|
$4,296
0.0% of portfolio
|
Q1 2025
Reduced 99.9%
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
11
shares
|
$3,150
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
10
shares
|
$2,864
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
May 13, 2025 Q1 2025 |
10
shares
|
$2,864
0.0% of portfolio
|
Q1 2025
Reduced 99.99%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
9
shares
|
$2,578
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
9
shares
|
$2,578
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
8
shares
|
$2,291
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
8
shares
|
$2,291
0.0% of portfolio
|
Q1 2024
Reduced 99.82%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
7
shares
|
$2,005
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
7
shares
|
$2,005
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
6
shares
|
$1,718
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
5
shares
|
$1,432
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
5
shares
|
$1,432
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
4
shares
|
$1,145
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
4
shares
|
$1,145
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
4
shares
|
$1,145
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3
shares
|
$859
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Brown Shipley& CO LTD
London, X0 |
Jul 18, 2025 Q2 2025 |
2
shares
|
$572
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1
shares
|
$286
0.0% of portfolio
|
Q2 2021
Reduced 99.01%
|