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 |
|---|---|---|---|---|---|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,907
shares
|
$340,132
0.09% of portfolio
|
Q4 2024
Added 21.46%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
1,905
shares
|
$339,775
0.31% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Waller Financial Planning Group, Inc
|
Apr 02, 2025 Q1 2025 |
1,904
shares
|
$339,597
0.09% of portfolio
|
Q1 2025
Added 56.19%
|
|
|
Sciencast Management LP
|
Feb 11, 2025 Q4 2024 |
1,901
shares
|
$339,062
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
1,900
shares
|
$338,884
0.07% of portfolio
|
Q1 2025
Reduced 12.2%
|
|
|
Tairen Capital LTD
Grand Cayman, E9 |
Feb 14, 2025 Q4 2024 |
1,900
shares
|
$338,884
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Jan 29, 2025 Q4 2024 |
1,900
shares
|
$338,884
1.79% of portfolio
|
Q4 2024
New holding
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Feb 13, 2025 Q4 2024 |
1,891
shares
|
$337,278
0.03% of portfolio
|
Q4 2024
Added 17.6%
|
|
|
Harrington Investments, Inc
|
Apr 11, 2025 Q1 2025 |
1,890
shares
|
$337,100
0.18% of portfolio
|
Q4 2024
Added 46.51%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,890
shares
|
$337,100
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Earnest Partners LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,888
shares
|
$336,743
0.0% of portfolio
|
Q3 2024
Added 807.69%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
1,882
shares
|
$335,673
0.21% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
1,879
shares
|
$335,138
0.08% of portfolio
|
Q3 2024
Added 961.58%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
1,871
shares
|
$333,711
0.08% of portfolio
|
Q4 2024
Added 11.5%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
1,865
shares
|
$332,641
0.17% of portfolio
|
Q4 2024
Added 21.1%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
1,863
shares
|
$332,284
0.04% of portfolio
|
Q4 2024
Reduced 66.55%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
1,863
shares
|
$332,284
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Jvl Associates LLC
|
Apr 03, 2025 Q1 2025 |
1,862
shares
|
$332,106
0.13% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
1,861
shares
|
$331,927
0.17% of portfolio
|
Q1 2025
Added 20.45%
|
|
|
Financial Council Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
1,860
shares
|
$331,749
0.22% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,859
shares
|
$331,571
0.02% of portfolio
|
Q4 2024
Reduced 16.82%
|
|
|
Innovator Capital Management, LLC
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
1,856
shares
|
$331,036
8.47% of portfolio
|
Q4 2024
Added 59.72%
|
|
|
Wulff, Hansen & Co.
|
Feb 10, 2025 Q4 2024 |
1,855
shares
|
$330,857
0.43% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
1,852
shares
|
$330,322
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
1,852
shares
|
$330,322
0.06% of portfolio
|
Q4 2024
New holding
|