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 |
|---|---|---|---|---|---|
|
Hartline Investment Corp
Winnetka, IL |
Jan 29, 2025 Q4 2024 |
3,754
shares
|
$868,525
0.1% of portfolio
|
Q3 2024
Added 901.07%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
3,750
shares
|
$867,600
0.17% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
3,748
shares
|
$867,137
0.06% of portfolio
|
Q3 2024
Added 319.24%
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
3,743
shares
|
$865,980
0.19% of portfolio
|
Q4 2024
Reduced 8.15%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
3,734
shares
|
$863,898
0.1% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
3,734
shares
|
$863,898
0.32% of portfolio
|
Q2 2023
Reduced 32.48%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
3,716
shares
|
$859,733
0.38% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
3,701
shares
|
$856,263
0.41% of portfolio
|
Q3 2024
Added 908.45%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
3,701
shares
|
$856,263
0.12% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
3,698
shares
|
$855,569
0.02% of portfolio
|
Q3 2024
Added 74.93%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
3,698
shares
|
$855,569
0.08% of portfolio
|
Q4 2024
Reduced 20.98%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
3,696
shares
|
$855,106
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
3,693
shares
|
$854,412
0.43% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
3,677
shares
|
$850,710
0.29% of portfolio
|
Q4 2024
Added 65.63%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
3,676
shares
|
$850,479
0.23% of portfolio
|
Q3 2024
Added 864.83%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Feb 06, 2025 Q4 2024 |
3,660
shares
|
$846,777
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,653
shares
|
$845,158
0.19% of portfolio
|
Q3 2024
Added 987.2%
|
|
|
Foundry Partners, LLC
|
Nov 08, 2024 Q3 2024 |
3,650
shares
|
$844,464
0.03% of portfolio
|
Q3 2024
Added 835.9%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 13, 2024 Q3 2024 |
3,650
shares
|
$844,464
0.39% of portfolio
|
Q3 2024
Added 891.85%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3,637
shares
|
$841,456
0.19% of portfolio
|
Q3 2024
Added 820.76%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
3,636
shares
|
$841,224
0.86% of portfolio
|
Q2 2024
Added 0.69%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
3,630
shares
|
$839,836
0.3% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
3,628
shares
|
$839,374
0.17% of portfolio
|
Q3 2024
Added 942.53%
|
|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
3,624
shares
|
$838,448
0.3% of portfolio
|
Q4 2024
Reduced 54.95%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
3,613
shares
|
$835,903
0.36% of portfolio
|
Q3 2024
New holding
|