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 3.09 Billion shares, which have been reported (via 13F filing form) to have a value of $551 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
2,258
shares
|
$402,736
0.33% of portfolio
|
Q4 2024
Added 63.86%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Feb 14, 2025 Q4 2024 |
2,258
shares
|
$402,736
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Apr 10, 2025 Q1 2025 |
2,257
shares
|
$402,558
0.33% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
2,256
shares
|
$402,380
0.09% of portfolio
|
Q4 2024
Added 29.8%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
2,254
shares
|
$402,023
0.18% of portfolio
|
Q4 2024
Reduced 13.07%
|
|
|
Crestmont Private Wealth LLC
|
Apr 10, 2025 Q1 2025 |
2,253
shares
|
$401,845
0.16% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,247
shares
|
$400,774
0.09% of portfolio
|
Q4 2024
Reduced 25.15%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
2,242
shares
|
$399,883
0.16% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
2,241
shares
|
$399,704
0.29% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,235
shares
|
$398,634
0.56% of portfolio
|
Q1 2024
Added 443.8%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
2,234
shares
|
$398,456
0.2% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
2,225
shares
|
$396,851
0.28% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Apr 09, 2025 Q1 2025 |
2,225
shares
|
$396,851
0.17% of portfolio
|
Q1 2025
Reduced 16.73%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
2,224
shares
|
$396,672
0.3% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
Feb 12, 2025 Q4 2024 |
2,220
shares
|
$395,959
1.97% of portfolio
|
Q1 2024
Reduced 50.56%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
2,219
shares
|
$395,780
0.23% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,210
shares
|
$394,175
0.07% of portfolio
|
Q3 2024
Added 828.57%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
2,210
shares
|
$394,175
0.08% of portfolio
|
Q4 2024
Reduced 46.49%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
2,209
shares
|
$393,997
0.15% of portfolio
|
Q4 2024
Reduced 16.64%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
2,209
shares
|
$393,997
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
2,203
shares
|
$392,927
0.09% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Entry Point Capital, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
2,199
shares
|
$392,213
0.23% of portfolio
|
Q4 2024
Reduced 34.77%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jan 23, 2025 Q4 2024 |
2,199
shares
|
$392,213
1.11% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
2,198
shares
|
$392,035
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
2,196
shares
|
$391,678
0.29% of portfolio
|
Q4 2024
Reduced 6.87%
|