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 |
|---|---|---|---|---|---|
|
Security National Bank Of So Dak
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
3,260
shares
|
$754,233
0.33% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
3,257
shares
|
$753,539
0.01% of portfolio
|
Q4 2024
Reduced 10.45%
|
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
3,255
shares
|
$753,076
0.02% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
3,254
shares
|
$752,845
0.11% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Feb 03, 2025 Q4 2024 |
3,252
shares
|
$752,382
0.26% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
3,250
shares
|
$751,920
0.17% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
3,227
shares
|
$746,598
0.03% of portfolio
|
Q3 2024
Added 902.17%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,224
shares
|
$745,904
0.05% of portfolio
|
Q3 2024
Added 2941.51%
|
|
|
Unified Investment Management
Atlanta, GA |
Feb 06, 2025 Q4 2024 |
3,220
shares
|
$744,979
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
3,217
shares
|
$744,285
0.03% of portfolio
|
Q4 2023
Added 86.96%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
3,199
shares
|
$740,120
0.14% of portfolio
|
Q4 2024
Added 91.9%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,189
shares
|
$737,807
0.57% of portfolio
|
Q4 2024
Reduced 24.88%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
3,189
shares
|
$737,807
0.52% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Bellecapital International Ltd.
|
Feb 06, 2025 Q4 2024 |
3,187
shares
|
$737,344
0.14% of portfolio
|
Q4 2024
Added 27.48%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
3,182
shares
|
$736,187
0.17% of portfolio
|
Q3 2024
Added 1188.26%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
3,175
shares
|
$734,568
0.26% of portfolio
|
Q4 2024
Added 171.37%
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
3,174
shares
|
$734,336
0.15% of portfolio
|
Q4 2024
Added 9.49%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
3,170
shares
|
$733,411
0.1% of portfolio
|
Q3 2024
Added 840.65%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
3,169
shares
|
$733,179
5.06% of portfolio
|
Q4 2023
Reduced 0.63%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,163
shares
|
$731,791
0.1% of portfolio
|
Q4 2024
Added 10.59%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
3,161
shares
|
$731,328
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mas Advisors LLC
Miami, FL |
Jan 27, 2025 Q4 2024 |
3,160
shares
|
$731,097
1.25% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
3,156
shares
|
$730,172
0.02% of portfolio
|
Q3 2024
Added 969.83%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Feb 05, 2025 Q4 2024 |
3,149
shares
|
$728,552
0.32% of portfolio
|
Q4 2024
Added 26.72%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 28, 2025 Q4 2024 |
3,143
shares
|
$727,164
0.53% of portfolio
|
Q4 2024
Reduced 7.48%
|