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 |
|---|---|---|---|---|---|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
86,060
shares
|
$24 Million
2.89% of portfolio
|
Q1 2025
Reduced 21.49%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
85,791
shares
|
$23.9 Million
0.64% of portfolio
|
Q1 2025
Reduced 18.69%
|
|
|
Jackson Square Capital, LLC
|
Jul 09, 2025 Q2 2025 |
85,697
shares
|
$23.9 Million
5.76% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
85,406
shares
|
$23.8 Million
5.81% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Miramar Capital, LLC
|
May 13, 2025 Q1 2025 |
85,014
shares
|
$23.7 Million
3.48% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Mufg Securities Emea PLC
London, X0 |
May 12, 2025 Q1 2025 |
84,999
shares
|
$23.7 Million
0.33% of portfolio
|
Q1 2025
Reduced 80.0%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
84,660
shares
|
$23.6 Million
0.96% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
84,170
shares
|
$23.4 Million
3.28% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
84,136
shares
|
$23.4 Million
0.99% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
84,121
shares
|
$23.4 Million
1.03% of portfolio
|
Q2 2025
Reduced 8.84%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
84,066
shares
|
$23.4 Million
0.65% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
84,014
shares
|
$23.4 Million
0.41% of portfolio
|
Q2 2025
Added 12.16%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
82,973
shares
|
$23.1 Million
1.61% of portfolio
|
Q1 2025
Added 20.35%
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
82,955
shares
|
$23.1 Million
0.34% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
82,931
shares
|
$23.1 Million
1.44% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Alpine Woods Capital Investors, LLC
|
Apr 30, 2025 Q1 2025 |
82,663
shares
|
$23 Million
3.46% of portfolio
|
Q1 2025
Reduced 16.8%
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
82,508
shares
|
$23 Million
3.43% of portfolio
|
Q1 2025
Added 40.4%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
82,331
shares
|
$22.9 Million
4.57% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Adapt Investment Managers Sa
Geneva, V8 |
May 14, 2025 Q1 2025 |
82,268
shares
|
$22.9 Million
0.47% of portfolio
|
Q1 2025
Reduced 44.78%
|
|
|
Delta Global Management LP
New York, NY |
May 15, 2025 Q1 2025 |
82,165
shares
|
$22.9 Million
0.99% of portfolio
|
Q1 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
81,898
shares
|
$22.8 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
81,597
shares
|
$22.7 Million
1.07% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
81,576
shares
|
$22.7 Million
1.78% of portfolio
|
Q1 2025
Added 24.86%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
81,433
shares
|
$22.7 Million
1.36% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Haven Capital Group, Inc.
Camarillo, CA |
May 15, 2025 Q1 2025 |
81,097
shares
|
$22.6 Million
14.96% of portfolio
|
Q1 2025
Reduced 1.9%
|