Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 4,255 institutions that hold shares in the stock, with a total of 3.12 Billion shares, which have been reported (via 13F filing form) to have a value of $609 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,343
shares
|
$458,220
0.07% of portfolio
|
Q3 2022
Reduced 1.6%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
2,343
shares
|
$458,220
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Feb 07, 2025 Q4 2024 |
2,342
shares
|
$458,024
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
2,341
shares
|
$457,829
0.1% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
2,336
shares
|
$456,851
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
2,335
shares
|
$456,655
0.26% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
2,335
shares
|
$456,655
0.11% of portfolio
|
Q4 2024
Added 32.67%
|
|
|
Cavalier Investments, LLC
|
Feb 04, 2025 Q4 2024 |
2,334
shares
|
$456,460
0.18% of portfolio
|
Q4 2024
Reduced 95.47%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Feb 21, 2025 Q4 2024 |
2,330
shares
|
$455,678
3.04% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Feb 07, 2025 Q4 2024 |
2,327
shares
|
$455,091
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
2,322
shares
|
$454,113
0.13% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
2,321
shares
|
$453,917
0.2% of portfolio
|
Q4 2024
Reduced 23.17%
|
|
|
Hemenway Trust CO LLC
|
Feb 12, 2025 Q4 2024 |
2,320
shares
|
$453,722
0.05% of portfolio
|
Q4 2024
Added 37.28%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
2,317
shares
|
$453,135
0.15% of portfolio
|
Q4 2022
Added 0.13%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
2,311
shares
|
$451,962
0.13% of portfolio
|
Q3 2024
Added 1317.79%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
2,305
shares
|
$450,788
0.18% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Roth Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
2,300
shares
|
$449,811
0.21% of portfolio
|
Q4 2024
Added 900.0%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
2,300
shares
|
$449,811
1.93% of portfolio
|
Q2 2024
Added 900.0%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
2,300
shares
|
$449,811
0.24% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
2,299
shares
|
$449,615
0.3% of portfolio
|
Q4 2024
Reduced 86.55%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
2,296
shares
|
$449,028
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
2,293
shares
|
$448,442
0.34% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
2,292
shares
|
$448,246
0.35% of portfolio
|
Q4 2024
Reduced 57.31%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
2,292
shares
|
$448,246
0.04% of portfolio
|
Q4 2024
Reduced 44.06%
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
2,290
shares
|
$447,855
0.04% of portfolio
|
Q3 2024
Added 900.0%
|