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 |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
89
shares
|
$27,841
0.01% of portfolio
|
Q2 2025
Reduced 59.55%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
88
shares
|
$27,529
0.04% of portfolio
|
Q4 2023
Reduced 42.11%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
83
shares
|
$25,964
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
83
shares
|
$25,964
0.01% of portfolio
|
Q2 2025
Added 730.0%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 14, 2025 Q2 2025 |
82
shares
|
$25,652
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
81
shares
|
$25,339
0.01% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
80
shares
|
$25,026
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
80
shares
|
$25,026
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
79
shares
|
$24,713
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
79
shares
|
$24,713
1.06% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
77
shares
|
$24,087
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
76
shares
|
$23,775
0.0% of portfolio
|
Q1 2021
Added 375.0%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
70
shares
|
$21,898
0.13% of portfolio
|
Q2 2023
Added 7.69%
|
|
|
Wells Financial Advisors Inc
|
Jul 25, 2025 Q2 2025 |
70
shares
|
$21,898
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
70
shares
|
$21,898
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
70
shares
|
$21,898
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
70
shares
|
$21,898
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
69
shares
|
$21,585
0.0% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
64
shares
|
$20,021
0.01% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
60
shares
|
$18,769
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
53
shares
|
$16,579
0.0% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
50
shares
|
$15,641
0.01% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
50
shares
|
$15,641
0.01% of portfolio
|
Q2 2024
Added 900.0%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
50
shares
|
$15,641
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
46
shares
|
$14,390
0.01% of portfolio
|
Q2 2025
Reduced 99.64%
|