Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 4,560 institutions that hold shares in the stock, with a total of 3.17 Billion shares, which have been reported (via 13F filing form) to have a value of $991 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
201
shares
|
$62,878
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
200
shares
|
$62,566
0.01% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
181
shares
|
$56,622
0.03% of portfolio
|
Q2 2025
Reduced 59.78%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
180
shares
|
$56,309
0.02% of portfolio
|
Q1 2025
Added 51.26%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
178
shares
|
$55,683
0.03% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
177
shares
|
$55,370
0.01% of portfolio
|
Q1 2025
Added 342.5%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
172
shares
|
$53,806
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
171
shares
|
$53,493
0.01% of portfolio
|
Q2 2025
Added 140.85%
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
170
shares
|
$53,181
0.04% of portfolio
|
Q2 2025
Added 142.86%
|
|
|
Mizuho Securities Co. Ltd.
|
Apr 21, 2025 Q1 2025 |
170
shares
|
$53,181
0.38% of portfolio
|
Q1 2025
Reduced 56.41%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
170
shares
|
$53,181
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
169
shares
|
$52,868
0.01% of portfolio
|
Q3 2022
Reduced 15.92%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
168
shares
|
$52,555
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
168
shares
|
$52,555
0.02% of portfolio
|
Q2 2024
Reduced 19.62%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
160
shares
|
$50,052
0.02% of portfolio
|
Q4 2024
Added 900.0%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
150
shares
|
$46,924
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
150
shares
|
$46,924
0.02% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
150
shares
|
$46,924
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
149
shares
|
$46,611
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
147
shares
|
$45,986
0.02% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
143
shares
|
$44,734
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
137
shares
|
$42,857
0.02% of portfolio
|
Q2 2025
Added 38.38%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
133
shares
|
$41,606
0.01% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
133
shares
|
$41,606
0.01% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
131
shares
|
$40,980
0.22% of portfolio
|
Q2 2022
New holding
|