Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 3,952 institutions that hold shares in the stock, with a total of 3.01 Billion shares, which have been reported (via 13F filing form) to have a value of $696 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
4,190
shares
|
$969,398
0.26% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Sandler Capital Management
New York, NY |
Nov 14, 2024 Q3 2024 |
4,190
shares
|
$969,398
0.1% of portfolio
|
Q3 2024
Added 8.3%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
4,180
shares
|
$967,084
0.15% of portfolio
|
Q3 2024
Added 963.61%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
4,179
shares
|
$966,853
0.18% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
4,178
shares
|
$966,622
0.27% of portfolio
|
Q4 2024
Added 15.29%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Feb 03, 2025 Q4 2024 |
4,171
shares
|
$965,002
0.12% of portfolio
|
Q3 2024
Added 854.46%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
4,170
shares
|
$964,771
0.19% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
4,168
shares
|
$964,308
0.37% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
4,167
shares
|
$964,077
0.28% of portfolio
|
Q4 2024
Reduced 12.2%
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,164
shares
|
$963,383
0.38% of portfolio
|
Q4 2024
Added 15.67%
|
|
|
Central Asset Investments & Management Holdings (Hk) LTD
|
Feb 05, 2025 Q4 2024 |
4,150
shares
|
$960,144
0.68% of portfolio
|
Q4 2024
Added 245.83%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
4,150
shares
|
$960,144
0.34% of portfolio
|
Q4 2024
Added 9.79%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
4,139
shares
|
$957,599
0.07% of portfolio
|
Q3 2024
Added 945.2%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
4,135
shares
|
$956,673
0.38% of portfolio
|
Q4 2024
Added 18.45%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
4,130
shares
|
$955,516
0.1% of portfolio
|
Q3 2024
Added 261.96%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,126
shares
|
$954,591
0.2% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jan 15, 2025 Q4 2024 |
4,120
shares
|
$953,203
0.17% of portfolio
|
Q3 2024
Added 924.88%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,108
shares
|
$950,426
0.31% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
4,100
shares
|
$948,576
0.19% of portfolio
|
Q3 2024
Added 376.19%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
4,092
shares
|
$946,725
0.29% of portfolio
|
Q3 2023
Added 4.04%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
4,067
shares
|
$940,941
0.08% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
4,066
shares
|
$940,709
0.27% of portfolio
|
Q3 2024
Added 899.02%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
4,061
shares
|
$939,552
0.05% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,059
shares
|
$939,090
0.22% of portfolio
|
Q4 2022
Added 2.32%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 21, 2025 Q4 2024 |
4,057
shares
|
$938,627
0.18% of portfolio
|
Q4 2024
Reduced 2.76%
|