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 |
|---|---|---|---|---|---|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
81,019
shares
|
$22.6 Million
0.51% of portfolio
|
Q2 2025
Added 22.6%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
81,014
shares
|
$22.6 Million
0.87% of portfolio
|
Q1 2025
Reduced 59.81%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
80,836
shares
|
$22.5 Million
1.15% of portfolio
|
Q1 2025
Reduced 25.45%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
80,531
shares
|
$22.4 Million
1.14% of portfolio
|
Q2 2023
Reduced 27.39%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
80,046
shares
|
$22.3 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
May 15, 2025 Q1 2025 |
80,000
shares
|
$22.3 Million
4.67% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
79,971
shares
|
$22.3 Million
0.34% of portfolio
|
Q1 2025
Reduced 26.17%
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
79,724
shares
|
$22.2 Million
3.54% of portfolio
|
Q1 2025
Reduced 18.91%
|
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
79,614
shares
|
$22.2 Million
0.19% of portfolio
|
Q1 2025
Reduced 12.05%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
79,394
shares
|
$22.1 Million
0.44% of portfolio
|
Q2 2025
Added 31.41%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
78,825
shares
|
$22 Million
1.63% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
78,742
shares
|
$21.9 Million
0.13% of portfolio
|
Q1 2025
Added 18.42%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
78,476
shares
|
$21.9 Million
0.57% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
May 12, 2025 Q1 2025 |
78,348
shares
|
$21.8 Million
6.56% of portfolio
|
Q1 2025
Added 12.36%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
78,284
shares
|
$21.8 Million
0.46% of portfolio
|
Q1 2025
Added 95.99%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jul 11, 2025 Q2 2025 |
77,822
shares
|
$21.7 Million
1.88% of portfolio
|
Q2 2025
Added 29.35%
|
|
|
Spear Holdings Rsc LTD
Abu Dhabi, C0 |
Jul 23, 2025 Q2 2025 |
77,800
shares
|
$21.7 Million
1.57% of portfolio
|
Q2 2025
Reduced 80.48%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
May 15, 2025 Q1 2025 |
77,694
shares
|
$21.6 Million
0.17% of portfolio
|
Q1 2025
Added 933.03%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
77,463
shares
|
$21.6 Million
0.42% of portfolio
|
Q1 2025
Added 23.1%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
77,147
shares
|
$21.5 Million
0.34% of portfolio
|
Q2 2025
Reduced 78.94%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
76,937
shares
|
$21.4 Million
1.02% of portfolio
|
Q3 2024
Added 889.67%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
76,785
shares
|
$21.4 Million
0.96% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Capital City Trust CO
|
Jul 22, 2025 Q2 2025 |
76,673
shares
|
$21.4 Million
5.83% of portfolio
|
Q2 2025
Reduced 11.43%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
76,566
shares
|
$21.3 Million
0.61% of portfolio
|
Q1 2025
Added 75.69%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
76,549
shares
|
$21.3 Million
0.65% of portfolio
|
Q1 2025
Added 2.99%
|