Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 4,404 institutions that hold shares in the stock, with a total of 3.09 Billion shares, which have been reported (via 13F filing form) to have a value of $860 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
96,952
shares
|
$27 Million
1.43% of portfolio
|
Q1 2025
Reduced 20.16%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
96,877
shares
|
$27 Million
0.53% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
96,875
shares
|
$27 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
96,775
shares
|
$27 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Jul 22, 2025 Q2 2025 |
96,181
shares
|
$26.8 Million
14.12% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
96,086
shares
|
$26.8 Million
0.45% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
95,399
shares
|
$26.6 Million
1.03% of portfolio
|
Q2 2025
Reduced 9.46%
|
|
|
Deltec Asset Management LLC
|
Jul 18, 2025 Q2 2025 |
95,275
shares
|
$26.5 Million
5.05% of portfolio
|
Q2 2025
Reduced 13.81%
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
95,157
shares
|
$26.5 Million
3.18% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
94,969
shares
|
$26.5 Million
1.43% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Consolidated Investment Group LLC
|
Jul 21, 2025 Q2 2025 |
94,700
shares
|
$26.4 Million
3.52% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
94,624
shares
|
$26.4 Million
1.64% of portfolio
|
Q1 2025
Reduced 16.11%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
93,529
shares
|
$26.1 Million
0.44% of portfolio
|
Q1 2025
Added 128.74%
|
|
|
Ddd Partners, LLC
|
May 02, 2025 Q1 2025 |
93,475
shares
|
$26 Million
1.91% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
93,356
shares
|
$26 Million
1.09% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
92,881
shares
|
$25.9 Million
0.58% of portfolio
|
Q1 2025
Added 17.76%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
92,819
shares
|
$25.9 Million
3.24% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
92,219
shares
|
$25.7 Million
1.75% of portfolio
|
Q1 2025
Added 22.51%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
92,165
shares
|
$25.7 Million
0.33% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
91,794
shares
|
$25.6 Million
2.86% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
91,667
shares
|
$25.5 Million
1.0% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
91,378
shares
|
$25.5 Million
0.52% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
91,365
shares
|
$25.5 Million
2.0% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
91,132
shares
|
$25.4 Million
0.69% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
May 07, 2025 Q1 2025 |
90,517
shares
|
$25.2 Million
1.3% of portfolio
|
Q4 2024
New holding
|