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 |
|---|---|---|---|---|---|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
64,403
shares
|
$18.6 Million
0.73% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
64,247
shares
|
$18.5 Million
1.75% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
64,130
shares
|
$18.5 Million
0.37% of portfolio
|
Q1 2025
Reduced 32.64%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
64,009
shares
|
$18.5 Million
2.71% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Isthmus Partners, LLC
Madison, WI |
May 01, 2025 Q1 2025 |
63,874
shares
|
$18.4 Million
1.38% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
63,577
shares
|
$18.4 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
63,546
shares
|
$18.3 Million
1.04% of portfolio
|
Q1 2025
New holding
|
|
|
Night Owl Capital Management, LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
63,527
shares
|
$18.3 Million
1.49% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
63,489
shares
|
$18.3 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
62,990
shares
|
$18.2 Million
0.89% of portfolio
|
Q1 2025
Reduced 33.15%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
62,827
shares
|
$18.1 Million
2.39% of portfolio
|
Q1 2025
Reduced 14.9%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
62,757
shares
|
$18.1 Million
1.13% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
62,672
shares
|
$18.1 Million
2.45% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Oak Harvest Investment Services
|
May 14, 2025 Q1 2025 |
62,632
shares
|
$18.1 Million
1.51% of portfolio
|
Q1 2025
Reduced 20.04%
|
|
|
Stokes Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
62,629
shares
|
$18.1 Million
4.33% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
62,620
shares
|
$18.1 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Jul 23, 2025 Q2 2025 |
62,558
shares
|
$18.1 Million
5.57% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
62,530
shares
|
$18.1 Million
1.49% of portfolio
|
Q1 2025
Added 54.5%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
62,511
shares
|
$18 Million
2.87% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
62,333
shares
|
$18 Million
0.52% of portfolio
|
Q2 2025
Added 16.68%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
62,075
shares
|
$17.9 Million
0.43% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
61,879
shares
|
$17.9 Million
0.38% of portfolio
|
Q1 2025
Added 8.45%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
61,764
shares
|
$17.8 Million
2.16% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
61,746
shares
|
$17.8 Million
0.98% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
61,555
shares
|
$17.8 Million
1.21% of portfolio
|
Q2 2025
Reduced 21.22%
|