Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 3,970 institutions that hold shares in the stock, with a total of 3 Billion shares, which have been reported (via 13F filing form) to have a value of $675 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
2,136
shares
|
$480,322
0.02% of portfolio
|
Q3 2024
Added 797.48%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
2,130
shares
|
$478,973
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
M. Kulyk & Associates, LLC
|
Feb 07, 2025 Q4 2024 |
2,122
shares
|
$477,174
0.11% of portfolio
|
Q4 2024
Reduced 15.12%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
2,121
shares
|
$476,949
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
2,120
shares
|
$476,724
0.34% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,120
shares
|
$476,724
0.13% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
2,120
shares
|
$476,724
0.27% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,115
shares
|
$475,600
0.16% of portfolio
|
Q4 2024
Reduced 12.6%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
2,108
shares
|
$474,025
0.19% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
2,104
shares
|
$473,126
0.1% of portfolio
|
Q3 2024
Added 897.16%
|
|
|
Jarislowsky, Fraser LTD
|
Nov 13, 2024 Q3 2024 |
2,100
shares
|
$472,227
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
First Dallas Securities Inc.
|
Jan 24, 2025 Q4 2024 |
2,100
shares
|
$472,227
0.2% of portfolio
|
Q4 2024
Reduced 13.22%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
2,099
shares
|
$472,002
0.11% of portfolio
|
Q3 2024
Added 970.92%
|
|
|
D. Scott Neal, Inc.
|
Jan 14, 2025 Q4 2024 |
2,098
shares
|
$471,777
0.27% of portfolio
|
Q3 2024
Added 908.65%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
2,098
shares
|
$471,777
0.24% of portfolio
|
Q4 2024
Reduced 57.19%
|
|
|
New England Professional Planning Group Inc.
|
Feb 03, 2025 Q4 2024 |
2,090
shares
|
$469,978
0.24% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
2,080
shares
|
$467,729
0.03% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
2,078
shares
|
$467,279
0.04% of portfolio
|
Q4 2024
Reduced 18.45%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
2,076
shares
|
$466,830
0.22% of portfolio
|
Q3 2024
Added 893.3%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,073
shares
|
$466,155
0.18% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
2,072
shares
|
$465,930
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,071
shares
|
$465,705
0.15% of portfolio
|
Q4 2023
Reduced 0.43%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
2,070
shares
|
$465,480
0.42% of portfolio
|
Q4 2024
Added 58.74%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
2,069
shares
|
$465,256
0.1% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Center Star Asset Management, LLC
|
Jan 27, 2025 Q4 2024 |
2,064
shares
|
$464,131
1.09% of portfolio
|
Q4 2024
Added 50.44%
|