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 |
|---|---|---|---|---|---|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
90,337
shares
|
$25.2 Million
1.64% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Holocene Advisors, LP
New York, NY |
May 15, 2025 Q1 2025 |
90,334
shares
|
$25.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 93.99%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
90,323
shares
|
$25.2 Million
0.97% of portfolio
|
Q1 2025
Reduced 7.13%
|
|
|
Melqart Asset Management (Uk) LTD
London, X0 |
May 15, 2025 Q1 2025 |
90,294
shares
|
$25.2 Million
2.04% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Mitchell Capital Management CO
|
May 09, 2025 Q1 2025 |
90,140
shares
|
$25.1 Million
2.99% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
90,098
shares
|
$25.1 Million
0.46% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
89,556
shares
|
$24.9 Million
0.92% of portfolio
|
Q1 2025
Reduced 8.51%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
May 15, 2025 Q1 2025 |
89,360
shares
|
$24.9 Million
0.32% of portfolio
|
Q1 2025
Added 448.73%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
89,346
shares
|
$24.9 Million
0.56% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
89,206
shares
|
$24.9 Million
2.89% of portfolio
|
Q2 2025
Added 31.76%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
88,932
shares
|
$24.8 Million
2.0% of portfolio
|
Q4 2024
Added 21.7%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
88,891
shares
|
$24.8 Million
0.09% of portfolio
|
Q1 2025
Added 4529.74%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
May 14, 2025 Q1 2025 |
88,664
shares
|
$24.7 Million
2.11% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
87,995
shares
|
$24.5 Million
2.44% of portfolio
|
Q1 2025
Reduced 13.19%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
87,992
shares
|
$24.5 Million
3.09% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
John G Ullman & Associates Inc
|
May 06, 2025 Q1 2025 |
87,990
shares
|
$24.5 Million
2.45% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
87,773
shares
|
$24.5 Million
0.36% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Hillman CO
|
Jul 22, 2025 Q2 2025 |
87,609
shares
|
$24.4 Million
10.43% of portfolio
|
Q1 2025
Added 12.54%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
87,276
shares
|
$24.3 Million
0.11% of portfolio
|
Q1 2025
Added 36.1%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
87,202
shares
|
$24.3 Million
0.88% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
86,871
shares
|
$24.2 Million
1.39% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
86,845
shares
|
$24.2 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
86,562
shares
|
$24.1 Million
1.2% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
86,447
shares
|
$24.1 Million
0.45% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
86,199
shares
|
$24 Million
0.51% of portfolio
|
Q3 2024
Added 726.45%
|