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 |
|---|---|---|---|---|---|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
20
shares
|
$6,256
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Value Aligned Research Advisors, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
19
shares
|
$5,943
0.0% of portfolio
|
Q2 2025
Reduced 99.68%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
19
shares
|
$5,943
0.0% of portfolio
|
Q1 2025
Added 533.33%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
17
shares
|
$5,318
0.01% of portfolio
|
Q3 2022
Added 70.0%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
16
shares
|
$5,005
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
14
shares
|
$4,379
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
11
shares
|
$3,441
0.0% of portfolio
|
Q2 2025
Reduced 99.94%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
11
shares
|
$3,441
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
10
shares
|
$3,128
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
9
shares
|
$2,815
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
9
shares
|
$2,815
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
8
shares
|
$2,502
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
8
shares
|
$2,502
0.0% of portfolio
|
Q1 2024
Reduced 99.82%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
7
shares
|
$2,189
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
7
shares
|
$2,189
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
5
shares
|
$1,564
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Aug 15, 2025 Q2 2025 |
5
shares
|
$1,564
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
4
shares
|
$1,251
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
4
shares
|
$1,251
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
4
shares
|
$1,251
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3
shares
|
$938
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Brown Shipley& CO LTD
London, X0 |
Jul 18, 2025 Q2 2025 |
2
shares
|
$625
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1
shares
|
$312
0.0% of portfolio
|
Q2 2021
Reduced 99.01%
|
|
|
Lazard Freres Gestion S.A.S.
|
Jul 31, 2025 Q2 2025 |
0
shares
|
$0
1.11% of portfolio
|
Q2 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|