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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Washburn Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
3,491
shares
|
$807,677
0.42% of portfolio
|
Q4 2024
Added 63.51%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
3,482
shares
|
$805,595
0.04% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,473
shares
|
$803,513
0.3% of portfolio
|
Q3 2024
Added 872.83%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
3,458
shares
|
$800,042
0.19% of portfolio
|
Q4 2022
Added 215.22%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
3,446
shares
|
$797,266
0.16% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jan 27, 2025 Q4 2024 |
3,446
shares
|
$797,266
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
3,444
shares
|
$796,803
0.26% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Capital Wealth Planning, LLC
|
Feb 05, 2025 Q4 2024 |
3,430
shares
|
$793,564
0.01% of portfolio
|
Q4 2024
Reduced 33.35%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Nov 15, 2024 Q3 2024 |
3,410
shares
|
$788,937
0.08% of portfolio
|
Q3 2024
Added 814.21%
|
|
|
Greenfield Savings Bank
|
Jan 13, 2025 Q4 2024 |
3,403
shares
|
$787,318
0.38% of portfolio
|
Q4 2024
Added 21.62%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
3,400
shares
|
$786,624
0.15% of portfolio
|
Q3 2024
Added 930.3%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
3,398
shares
|
$786,161
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Carlyle Group Inc.
Washington, DC |
Nov 08, 2024 Q3 2024 |
3,397
shares
|
$785,929
0.09% of portfolio
|
Q3 2024
Added 349.93%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
3,396
shares
|
$785,698
0.65% of portfolio
|
Q4 2023
Added 0.21%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
3,392
shares
|
$784,773
0.43% of portfolio
|
Q4 2024
Reduced 91.18%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
3,391
shares
|
$784,541
0.08% of portfolio
|
Q3 2024
Added 717.11%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
3,376
shares
|
$781,071
2.32% of portfolio
|
Q2 2024
Reduced 7.48%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
3,375
shares
|
$780,840
0.09% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
3,373
shares
|
$780,377
0.1% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,371
shares
|
$779,914
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
3,370
shares
|
$779,683
0.14% of portfolio
|
Q3 2022
Reduced 24.73%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
3,370
shares
|
$779,683
1.41% of portfolio
|
Q4 2024
Added 902.98%
|