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 |
|---|---|---|---|---|---|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
2,095
shares
|
$373,664
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
2,093
shares
|
$373,307
0.26% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
New England Professional Planning Group Inc.
|
Feb 03, 2025 Q4 2024 |
2,090
shares
|
$372,772
0.24% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Feb 13, 2025 Q4 2024 |
2,082
shares
|
$371,345
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
2,081
shares
|
$371,167
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
2,080
shares
|
$370,988
0.03% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
2,078
shares
|
$370,632
0.04% of portfolio
|
Q4 2024
Reduced 18.45%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
2,072
shares
|
$369,561
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,071
shares
|
$369,383
0.15% of portfolio
|
Q4 2023
Reduced 0.43%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
2,070
shares
|
$369,205
0.42% of portfolio
|
Q4 2024
Added 58.74%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
2,069
shares
|
$369,026
0.1% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
2,059
shares
|
$367,243
0.38% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
2,050
shares
|
$365,638
0.09% of portfolio
|
Q3 2024
Added 951.28%
|
|
|
First National Advisers, LLC
Omaha, NE |
Feb 10, 2025 Q4 2024 |
2,050
shares
|
$365,638
0.08% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
2,049
shares
|
$365,459
0.12% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Waddell & Associates, LLC
|
Feb 13, 2025 Q4 2024 |
2,048
shares
|
$365,281
0.05% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
2,048
shares
|
$365,281
0.04% of portfolio
|
Q4 2024
Reduced 42.37%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
2,043
shares
|
$364,389
0.03% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
2,040
shares
|
$363,854
0.02% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
2,039
shares
|
$363,676
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
2,034
shares
|
$362,784
0.04% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
2,031
shares
|
$362,249
0.28% of portfolio
|
Q1 2025
Added 70.1%
|
|
|
Meridian Management CO
|
Feb 12, 2025 Q4 2024 |
2,028
shares
|
$361,714
0.13% of portfolio
|
Q4 2024
Added 13.55%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jan 29, 2025 Q4 2024 |
2,027
shares
|
$361,535
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
2,026
shares
|
$361,357
0.02% of portfolio
|
Q4 2024
Added 5.52%
|