Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 4,223 institutions that hold shares in the stock, with a total of 3.11 Billion shares, which have been reported (via 13F filing form) to have a value of $680 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
303
shares
|
$66,253
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
300
shares
|
$65,598
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
300
shares
|
$65,598
0.01% of portfolio
|
Q3 2024
Added 971.43%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
300
shares
|
$65,598
0.14% of portfolio
|
Q2 2023
Reduced 37.76%
|
|
|
Kieckhefer Group LLC
Mequon, WI |
Jan 13, 2025 Q4 2024 |
300
shares
|
$65,598
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
299
shares
|
$65,379
0.05% of portfolio
|
Q4 2024
Added 103.4%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
299
shares
|
$65,379
0.01% of portfolio
|
Q3 2021
Reduced 2.76%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
298
shares
|
$65,160
0.26% of portfolio
|
Q1 2024
Reduced 0.33%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
288
shares
|
$62,974
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Feb 14, 2025 Q4 2024 |
287
shares
|
$62,755
0.06% of portfolio
|
Q4 2024
Reduced 68.46%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
283
shares
|
$61,880
0.02% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Feb 14, 2025 Q4 2024 |
280
shares
|
$61,224
0.12% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
280
shares
|
$61,224
0.02% of portfolio
|
Q4 2024
Reduced 22.22%
|
|
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
Feb 12, 2025 Q4 2024 |
272
shares
|
$59,475
0.02% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
270
shares
|
$59,038
0.02% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
270
shares
|
$59,038
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
269
shares
|
$58,819
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
261
shares
|
$57,070
0.34% of portfolio
|
Q4 2023
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
257
shares
|
$56,195
0.17% of portfolio
|
Q1 2024
Reduced 12.88%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
256
shares
|
$55,976
0.37% of portfolio
|
Q3 2023
Reduced 5.54%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
253
shares
|
$55,320
0.25% of portfolio
|
Q2 2024
Reduced 80.51%
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
250
shares
|
$54,665
0.01% of portfolio
|
Q4 2024
Added 400.0%
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
250
shares
|
$54,665
0.01% of portfolio
|
Q2 2024
Added 900.0%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
243
shares
|
$53,134
0.46% of portfolio
|
Q2 2024
Reduced 1.22%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
241
shares
|
$52,697
0.09% of portfolio
|
Q3 2023
New holding
|