Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 4,879 institutions that hold shares in the stock, with a total of 3.11 Billion shares, which have been reported (via 13F filing form) to have a value of $1.06 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
9
shares
|
$3,083
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
9
shares
|
$3,083
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
8
shares
|
$2,741
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
8
shares
|
$2,741
0.0% of portfolio
|
Q1 2024
Reduced 99.82%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
7
shares
|
$2,398
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
5
shares
|
$1,713
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Nov 10, 2025 Q3 2025 |
5
shares
|
$1,713
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
4
shares
|
$1,370
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
4
shares
|
$1,370
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
4
shares
|
$1,370
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3
shares
|
$1,027
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Brown Shipley& CO LTD
London, X0 |
Oct 20, 2025 Q3 2025 |
2
shares
|
$685
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
2
shares
|
$685
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1
shares
|
$342
0.0% of portfolio
|
Q2 2021
Reduced 99.01%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
1
shares
|
$342
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ransom Advisory, LTD
Providence, RI |
Oct 03, 2025 Q3 2025 |
0
shares
|
$0
0.01% of portfolio
|
Q3 2025
New holding
|
|