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 |
|---|---|---|---|---|---|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
236
shares
|
$51,603
0.06% of portfolio
|
Q3 2023
Reduced 4.07%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
234
shares
|
$51,166
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
232
shares
|
$50,729
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
230
shares
|
$50,291
0.02% of portfolio
|
Q2 2024
Added 900.0%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
229
shares
|
$50,073
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
225
shares
|
$49,198
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
224
shares
|
$48,979
0.01% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
224
shares
|
$48,979
0.02% of portfolio
|
Q2 2023
Reduced 15.15%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
224
shares
|
$48,979
0.02% of portfolio
|
Q2 2023
Reduced 15.15%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
224
shares
|
$48,979
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
222
shares
|
$48,542
0.1% of portfolio
|
Q4 2024
Reduced 57.79%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
221
shares
|
$48,323
0.05% of portfolio
|
Q4 2024
Reduced 14.67%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
220
shares
|
$48,105
0.0% of portfolio
|
Q3 2024
Added 816.67%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
218
shares
|
$47,667
0.06% of portfolio
|
Q1 2023
Added 1.4%
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
218
shares
|
$47,667
0.48% of portfolio
|
Q4 2023
Reduced 12.1%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
218
shares
|
$47,667
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
215
shares
|
$47,011
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
214
shares
|
$46,793
0.02% of portfolio
|
Q2 2023
Added 193.15%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
213
shares
|
$46,574
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
211
shares
|
$46,137
0.02% of portfolio
|
Q3 2024
Added 502.86%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
201
shares
|
$43,950
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
200
shares
|
$43,732
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
190
shares
|
$41,545
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
S&T Bank
Indiana, PA |
Feb 14, 2025 Q4 2024 |
189
shares
|
$41,326
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Glynn Capital Management LLC
|
Feb 10, 2025 Q4 2024 |
187
shares
|
$40,889
0.01% of portfolio
|
Q3 2024
New holding
|