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 |
|---|---|---|---|---|---|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
3,357
shares
|
$776,675
0.04% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
3,354
shares
|
$775,981
0.01% of portfolio
|
Q3 2024
Added 787.3%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 14, 2024 Q3 2024 |
3,350
shares
|
$775,056
0.44% of portfolio
|
Q3 2024
Added 776.96%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
3,349
shares
|
$774,824
0.09% of portfolio
|
Q4 2024
Added 17.8%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
3,348
shares
|
$774,593
2.36% of portfolio
|
Q1 2024
Reduced 4.21%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,347
shares
|
$774,361
0.13% of portfolio
|
Q1 2024
Reduced 5.4%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
3,344
shares
|
$773,667
0.08% of portfolio
|
Q3 2024
Added 855.43%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
3,343
shares
|
$773,436
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
3,337
shares
|
$772,048
0.01% of portfolio
|
Q3 2024
Added 92.89%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
3,333
shares
|
$771,122
0.3% of portfolio
|
Q2 2024
Reduced 91.0%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
3,322
shares
|
$768,577
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
3,315
shares
|
$766,958
2.89% of portfolio
|
Q2 2022
Reduced 1.72%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
3,305
shares
|
$764,644
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Nichols & Pratt Advisers LLP
|
Feb 05, 2025 Q4 2024 |
3,300
shares
|
$763,488
0.05% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
3,300
shares
|
$763,488
0.01% of portfolio
|
Q3 2024
Added 971.43%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
3,300
shares
|
$763,488
0.16% of portfolio
|
Q4 2024
Added 83.33%
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Jan 14, 2025 Q4 2024 |
3,300
shares
|
$763,488
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
3,298
shares
|
$763,025
1.37% of portfolio
|
Q4 2024
Reduced 7.36%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
3,298
shares
|
$763,025
0.14% of portfolio
|
Q3 2024
Added 1352.86%
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,290
shares
|
$761,174
0.2% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
3,290
shares
|
$761,174
0.68% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
3,280
shares
|
$758,860
0.18% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
3,279
shares
|
$758,629
0.75% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
3,275
shares
|
$757,704
0.16% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
3,269
shares
|
$756,315
0.41% of portfolio
|
Q4 2024
Added 2.09%
|