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 |
|---|---|---|---|---|---|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,007
shares
|
$695,699
0.04% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
3,002
shares
|
$694,542
0.09% of portfolio
|
Q3 2024
Added 841.07%
|
|
|
Financial Sense Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
3,000
shares
|
$694,080
0.28% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Crystal Rock Capital Management
|
Feb 05, 2025 Q4 2024 |
3,000
shares
|
$694,080
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
2,992
shares
|
$692,229
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
2,967
shares
|
$686,445
0.73% of portfolio
|
Q4 2024
Reduced 44.24%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
2,966
shares
|
$686,213
0.04% of portfolio
|
Q3 2024
Added 875.66%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
2,956
shares
|
$683,900
0.03% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
2,950
shares
|
$682,512
0.37% of portfolio
|
Q3 2024
Added 821.88%
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
2,942
shares
|
$680,661
0.6% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
2,941
shares
|
$680,429
0.05% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
2,941
shares
|
$680,429
0.41% of portfolio
|
Q3 2024
Added 1590.23%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
2,939
shares
|
$679,967
0.12% of portfolio
|
Q3 2024
Added 1124.58%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
2,939
shares
|
$679,967
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
2,935
shares
|
$679,041
0.23% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,931
shares
|
$678,116
0.45% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
2,930
shares
|
$677,884
0.18% of portfolio
|
Q4 2024
Added 51.81%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
2,929
shares
|
$677,653
0.44% of portfolio
|
Q3 2024
Added 289.49%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,928
shares
|
$677,422
0.12% of portfolio
|
Q3 2022
Added 0.14%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
2,927
shares
|
$677,190
0.21% of portfolio
|
Q3 2024
Added 882.21%
|
|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
2,920
shares
|
$675,571
0.25% of portfolio
|
Q4 2024
Reduced 17.75%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
2,920
shares
|
$675,571
0.03% of portfolio
|
Q3 2024
Added 1420.83%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 13, 2024 Q3 2024 |
2,917
shares
|
$674,877
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,915
shares
|
$674,414
0.07% of portfolio
|
Q3 2024
Added 1000.0%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
2,912
shares
|
$673,720
0.24% of portfolio
|
Q3 2024
Added 907.61%
|