Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 4,420 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
76,426
shares
|
$21.3 Million
0.63% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
76,424
shares
|
$21.3 Million
0.52% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
76,188
shares
|
$21.2 Million
0.59% of portfolio
|
Q2 2025
Reduced 9.59%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
76,181
shares
|
$21.2 Million
0.55% of portfolio
|
Q1 2025
Reduced 25.89%
|
|
|
First Long Island Investors, LLC
|
Jun 06, 2025 Q1 2025 |
76,117
shares
|
$21.2 Million
1.05% of portfolio
|
Q1 2025
Added 8264.51%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
75,839
shares
|
$21.1 Million
0.65% of portfolio
|
Q4 2022
Added 1.84%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
75,627
shares
|
$21.1 Million
2.39% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
May 12, 2025 Q1 2025 |
75,570
shares
|
$21.1 Million
5.79% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
75,490
shares
|
$21 Million
0.69% of portfolio
|
Q1 2025
Reduced 15.38%
|
|
|
Napean Trading & Investment CO (Singapore) Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
74,991
shares
|
$20.9 Million
3.67% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
74,858
shares
|
$20.9 Million
0.41% of portfolio
|
Q1 2025
Added 22.68%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
74,645
shares
|
$20.8 Million
1.33% of portfolio
|
Q1 2025
Added 4001.37%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
May 13, 2025 Q1 2025 |
74,100
shares
|
$20.6 Million
2.34% of portfolio
|
Q1 2025
New holding
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Apr 10, 2025 Q1 2025 |
73,810
shares
|
$20.6 Million
0.2% of portfolio
|
Q1 2025
Added 47.45%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
73,647
shares
|
$20.5 Million
0.23% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
73,516
shares
|
$20.5 Million
3.12% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Nutshell Asset Management LTD
Sevenoaks, X0 |
May 12, 2025 Q1 2025 |
73,500
shares
|
$20.5 Million
6.41% of portfolio
|
Q1 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
73,367
shares
|
$20.4 Million
0.84% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Dock Street Asset Management Inc
|
May 01, 2025 Q1 2025 |
73,295
shares
|
$20.4 Million
1.49% of portfolio
|
Q1 2025
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
73,218
shares
|
$20.4 Million
0.99% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
73,216
shares
|
$20.4 Million
0.02% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
73,108
shares
|
$20.4 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
73,095
shares
|
$20.4 Million
0.31% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Advisory Research Inc
Chicago, IL |
May 14, 2025 Q1 2025 |
72,902
shares
|
$20.3 Million
2.32% of portfolio
|
Q1 2025
Reduced 25.07%
|