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 |
|---|---|---|---|---|---|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
1,804
shares
|
$321,761
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
1,800
shares
|
$321,048
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
1,799
shares
|
$320,869
0.24% of portfolio
|
Q1 2025
Reduced 28.27%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
1,797
shares
|
$320,512
0.24% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
1,795
shares
|
$320,156
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
1,790
shares
|
$319,264
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
1,788
shares
|
$318,907
0.04% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
1,787
shares
|
$318,729
0.06% of portfolio
|
Q4 2024
Reduced 11.09%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 22, 2025 Q4 2024 |
1,784
shares
|
$318,194
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Feb 12, 2025 Q4 2024 |
1,782
shares
|
$317,837
0.29% of portfolio
|
Q3 2024
Added 1057.14%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
1,780
shares
|
$317,480
0.63% of portfolio
|
Q2 2022
Reduced 25.68%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
1,771
shares
|
$315,875
0.14% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Hollow Brook Wealth Management LLC
|
Feb 12, 2025 Q4 2024 |
1,770
shares
|
$315,697
0.13% of portfolio
|
Q3 2024
Added 1064.47%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
1,770
shares
|
$315,697
0.04% of portfolio
|
Q4 2024
Reduced 26.89%
|
|
|
Parkside Investments, LLC
|
Jan 22, 2025 Q4 2024 |
1,767
shares
|
$315,162
0.06% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
1,766
shares
|
$314,983
0.16% of portfolio
|
Q4 2024
Reduced 25.89%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,761
shares
|
$314,091
0.11% of portfolio
|
Q3 2024
Added 857.07%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
1,761
shares
|
$314,091
0.12% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Apr 10, 2025 Q1 2025 |
1,760
shares
|
$313,913
0.09% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
1,756
shares
|
$313,200
0.17% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
1,756
shares
|
$313,200
0.12% of portfolio
|
Q3 2024
Added 903.43%
|
|
|
Ndvr, Inc.
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,753
shares
|
$312,665
0.39% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
Mill Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
1,750
shares
|
$312,130
0.03% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
1,744
shares
|
$311,059
0.06% of portfolio
|
Q4 2024
Added 24.66%
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
1,741
shares
|
$310,524
0.24% of portfolio
|
Q4 2024
Added 9.63%
|