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 |
|---|---|---|---|---|---|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2025 Q4 2024 |
2,729
shares
|
$613,670
0.59% of portfolio
|
Q4 2024
Reduced 61.35%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
2,727
shares
|
$613,220
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
2,721
shares
|
$611,871
0.13% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,717
shares
|
$610,971
0.05% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,710
shares
|
$609,397
0.1% of portfolio
|
Q4 2024
Reduced 24.11%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
2,709
shares
|
$609,172
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
2,690
shares
|
$604,900
0.03% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
2,684
shares
|
$603,551
0.4% of portfolio
|
Q4 2024
Added 6.47%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
2,682
shares
|
$603,101
0.44% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
2,681
shares
|
$602,876
0.14% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,680
shares
|
$602,651
0.05% of portfolio
|
Q3 2024
Added 1030.8%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
2,680
shares
|
$602,651
0.03% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
2,680
shares
|
$602,651
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
2,679
shares
|
$602,426
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Wallace Hart LLC
Lexington, KY |
Feb 07, 2025 Q4 2024 |
2,678
shares
|
$602,201
0.5% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
Echo45 Advisors LLC
|
Jan 17, 2025 Q4 2024 |
2,675
shares
|
$601,527
0.43% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jan 13, 2025 Q4 2024 |
2,672
shares
|
$600,852
0.28% of portfolio
|
Q4 2024
Reduced 35.57%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
2,668
shares
|
$599,953
0.09% of portfolio
|
Q4 2024
Added 100.6%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
2,665
shares
|
$599,278
0.09% of portfolio
|
Q3 2024
Added 1295.29%
|
|
|
Montz Harcus Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
2,661
shares
|
$598,379
0.35% of portfolio
|
Q4 2024
Reduced 8.15%
|
|
|
Gfg Capital, LLC
|
Jan 30, 2025 Q4 2024 |
2,661
shares
|
$598,379
0.16% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
2,650
shares
|
$595,905
0.13% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,648
shares
|
$595,455
0.12% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,646
shares
|
$595,006
0.04% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
2,646
shares
|
$595,006
0.33% of portfolio
|
Q4 2024
Reduced 13.02%
|