Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 4,249 institutions that hold shares in the stock, with a total of 3.12 Billion shares, which have been reported (via 13F filing form) to have a value of $609 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
40,309
shares
|
$7.88 Million
2.6% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jan 27, 2025 Q4 2024 |
40,229
shares
|
$7.87 Million
3.1% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Peregrine Investment Management Inc
Toronto, A6 |
Jan 30, 2025 Q4 2024 |
40,000
shares
|
$7.82 Million
5.38% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
39,942
shares
|
$7.81 Million
0.35% of portfolio
|
Q4 2024
Added 80.76%
|
|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
39,935
shares
|
$7.81 Million
0.19% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Feb 13, 2025 Q4 2024 |
39,635
shares
|
$7.75 Million
0.4% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
39,444
shares
|
$7.71 Million
1.88% of portfolio
|
Q4 2024
Added 24.1%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Feb 18, 2025 Q4 2024 |
39,400
shares
|
$7.7 Million
2.33% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
39,380
shares
|
$7.7 Million
1.44% of portfolio
|
Q3 2024
Added 886.97%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
39,338
shares
|
$7.69 Million
5.35% of portfolio
|
Q4 2024
Added 6.86%
|
|
|
Whitford Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
39,270
shares
|
$7.68 Million
2.44% of portfolio
|
Q4 2024
New holding
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
39,255
shares
|
$7.68 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
39,165
shares
|
$7.66 Million
2.37% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
39,155
shares
|
$7.66 Million
1.29% of portfolio
|
Q4 2024
Added 20.92%
|
|
|
Morton Community Bank
East Peoria, IL |
Feb 07, 2025 Q4 2024 |
39,067
shares
|
$7.64 Million
2.39% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
39,007
shares
|
$7.63 Million
0.15% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
38,962
shares
|
$7.62 Million
1.01% of portfolio
|
Q3 2024
Added 892.92%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Feb 12, 2025 Q4 2024 |
38,948
shares
|
$7.62 Million
6.15% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
38,936
shares
|
$7.61 Million
1.36% of portfolio
|
Q4 2024
Reduced 15.12%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Feb 18, 2025 Q4 2024 |
38,930
shares
|
$7.61 Million
1.29% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
38,872
shares
|
$7.6 Million
0.52% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
38,866
shares
|
$7.6 Million
0.65% of portfolio
|
Q4 2024
Added 30.49%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
38,723
shares
|
$7.57 Million
1.4% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
38,721
shares
|
$7.57 Million
4.2% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
38,665
shares
|
$7.56 Million
0.3% of portfolio
|
Q4 2024
Reduced 3.49%
|