Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 4,558 institutions that hold shares in the stock, with a total of 3.18 Billion shares, which have been reported (via 13F filing form) to have a value of $994 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eisler Capital Management Ltd.
London, X0 |
Aug 12, 2025 Q2 2025 |
46
shares
|
$14,390
0.0% of portfolio
|
Q2 2025
Reduced 99.98%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
44
shares
|
$13,764
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
43
shares
|
$13,451
0.01% of portfolio
|
Q2 2025
Reduced 64.46%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
43
shares
|
$13,451
0.02% of portfolio
|
Q3 2024
Added 207.14%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
42
shares
|
$13,138
0.01% of portfolio
|
Q4 2024
Reduced 47.5%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
41
shares
|
$12,826
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
40
shares
|
$12,513
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
40
shares
|
$12,513
0.0% of portfolio
|
Q2 2025
Added 3900.0%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
39
shares
|
$12,200
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
37
shares
|
$11,574
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
35
shares
|
$10,949
0.0% of portfolio
|
Q2 2025
Reduced 77.12%
|
|
|
Altshuler Shaham LTD
|
Aug 14, 2025 Q2 2025 |
34
shares
|
$10,636
0.0% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
32
shares
|
$10,010
0.02% of portfolio
|
Q1 2023
Reduced 96.61%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
30
shares
|
$9,384
0.0% of portfolio
|
Q4 2024
Added 900.0%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
29
shares
|
$9,072
0.15% of portfolio
|
Q3 2024
Reduced 99.24%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
28
shares
|
$8,759
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
25
shares
|
$7,820
0.0% of portfolio
|
Q2 2025
Reduced 95.06%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
25
shares
|
$7,820
0.01% of portfolio
|
Q1 2025
Reduced 95.24%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
24
shares
|
$7,507
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
24
shares
|
$7,507
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
21
shares
|
$6,569
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Evelyn Partners Asset Management LTD
London, |
Aug 12, 2025 Q2 2025 |
21
shares
|
$6,569
0.0% of portfolio
|
Q2 2025
Reduced 100.0%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
20
shares
|
$6,256
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
20
shares
|
$6,256
0.0% of portfolio
|
Q2 2025
Added 233.33%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
20
shares
|
$6,256
0.02% of portfolio
|
Q1 2024
Reduced 4.76%
|