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 |
|---|---|---|---|---|---|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
3,608
shares
|
$834,746
0.27% of portfolio
|
Q4 2024
Added 34.33%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
3,600
shares
|
$832,896
0.17% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
3,597
shares
|
$832,201
0.44% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
3,596
shares
|
$831,970
0.21% of portfolio
|
Q3 2024
Added 904.47%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
3,594
shares
|
$831,507
0.06% of portfolio
|
Q4 2024
Added 41.33%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
3,582
shares
|
$828,731
2.42% of portfolio
|
Q1 2024
Reduced 6.96%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
3,575
shares
|
$827,112
0.21% of portfolio
|
Q4 2024
Added 11.93%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
3,571
shares
|
$826,186
0.17% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jan 14, 2025 Q4 2024 |
3,570
shares
|
$825,955
0.57% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,569
shares
|
$825,723
0.14% of portfolio
|
Q3 2024
Added 959.05%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
3,560
shares
|
$823,641
0.65% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
3,558
shares
|
$823,178
0.29% of portfolio
|
Q4 2024
Added 13.93%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
3,555
shares
|
$822,484
0.13% of portfolio
|
Q4 2024
Added 30.55%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Nov 14, 2024 Q3 2024 |
3,549
shares
|
$821,096
0.48% of portfolio
|
Q3 2024
Added 725.35%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
3,545
shares
|
$820,171
0.08% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
3,528
shares
|
$816,238
0.17% of portfolio
|
Q4 2024
Added 22.08%
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
3,526
shares
|
$815,775
0.19% of portfolio
|
Q4 2024
Added 12.72%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
3,526
shares
|
$815,775
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
3,520
shares
|
$814,387
0.48% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
3,518
shares
|
$813,924
0.27% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
3,517
shares
|
$813,693
0.11% of portfolio
|
Q4 2024
Added 11.26%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
3,514
shares
|
$812,999
0.09% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
3,510
shares
|
$812,073
0.15% of portfolio
|
Q4 2024
Reduced 24.55%
|
|
|
Harbor Advisors LLC
|
Nov 14, 2024 Q3 2024 |
3,500
shares
|
$809,760
0.1% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
3,493
shares
|
$808,140
0.07% of portfolio
|
Q4 2024
Added 5.46%
|