Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 4,428 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 $892 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
68,900
shares
|
$19.9 Million
0.03% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Vantage Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
68,834
shares
|
$19.9 Million
1.44% of portfolio
|
Q2 2025
Reduced 11.47%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
68,706
shares
|
$19.8 Million
1.07% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
68,682
shares
|
$19.8 Million
1.62% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
68,469
shares
|
$19.8 Million
0.42% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
68,126
shares
|
$19.7 Million
1.13% of portfolio
|
Q1 2025
Reduced 6.7%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Feb 24, 2025 Q4 2024 |
67,501
shares
|
$19.5 Million
4.04% of portfolio
|
Q4 2024
Added 954.7%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jul 18, 2025 Q2 2025 |
67,370
shares
|
$19.5 Million
3.69% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
66,693
shares
|
$19.3 Million
3.0% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
66,310
shares
|
$19.1 Million
1.73% of portfolio
|
Q2 2025
Added 29.88%
|
|
|
Paradiem, LLC
|
Jul 17, 2025 Q2 2025 |
66,250
shares
|
$19.1 Million
5.12% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
66,057
shares
|
$19.1 Million
2.5% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
65,740
shares
|
$19 Million
6.82% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
65,718
shares
|
$19 Million
0.29% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
65,509
shares
|
$18.9 Million
0.33% of portfolio
|
Q1 2025
Reduced 23.12%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
65,484
shares
|
$18.9 Million
0.92% of portfolio
|
Q1 2025
Added 772.31%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
65,411
shares
|
$18.9 Million
2.39% of portfolio
|
Q1 2025
Reduced 34.42%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
65,093
shares
|
$18.8 Million
0.18% of portfolio
|
Q1 2025
Reduced 24.17%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
65,087
shares
|
$18.8 Million
0.73% of portfolio
|
Q2 2025
Reduced 14.68%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
65,025
shares
|
$18.8 Million
0.7% of portfolio
|
Q1 2025
Reduced 9.71%
|
|
|
Aragon Global Management, LP
Miami, FL |
May 15, 2025 Q1 2025 |
64,920
shares
|
$18.7 Million
4.18% of portfolio
|
Q1 2025
Added 18.51%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
64,703
shares
|
$18.7 Million
0.78% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
64,592
shares
|
$18.6 Million
3.05% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
64,491
shares
|
$18.6 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
64,424
shares
|
$18.6 Million
0.44% of portfolio
|
Q1 2025
New holding
|