Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 3,935 institutions that hold shares in the stock, with a total of 2.99 Billion shares, which have been reported (via 13F filing form) to have a value of $694 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
25,427
shares
|
$5.9 Million
0.8% of portfolio
|
Q4 2024
Reduced 14.32%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
25,405
shares
|
$5.89 Million
0.52% of portfolio
|
Q3 2024
Added 882.79%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jan 29, 2025 Q4 2024 |
25,399
shares
|
$5.89 Million
1.34% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
25,371
shares
|
$5.89 Million
1.4% of portfolio
|
Q3 2024
Added 1389.78%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
25,315
shares
|
$5.87 Million
1.24% of portfolio
|
Q3 2024
Added 894.3%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
25,272
shares
|
$5.86 Million
0.21% of portfolio
|
Q4 2024
Reduced 14.74%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
25,245
shares
|
$5.86 Million
0.76% of portfolio
|
Q4 2024
Reduced 6.23%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
25,244
shares
|
$5.86 Million
0.46% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
25,243
shares
|
$5.86 Million
4.86% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
25,236
shares
|
$5.85 Million
0.58% of portfolio
|
Q4 2024
Added 32.56%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
25,229
shares
|
$5.85 Million
0.32% of portfolio
|
Q3 2024
Added 969.03%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
25,194
shares
|
$5.85 Million
1.23% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
25,177
shares
|
$5.84 Million
2.07% of portfolio
|
Q3 2024
Added 686.04%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
25,160
shares
|
$5.84 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
25,123
shares
|
$5.83 Million
0.94% of portfolio
|
Q4 2024
Reduced 28.96%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
25,095
shares
|
$5.82 Million
1.36% of portfolio
|
Q4 2024
New holding
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
25,080
shares
|
$5.82 Million
0.19% of portfolio
|
Q3 2024
Added 810.01%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
25,047
shares
|
$5.81 Million
0.11% of portfolio
|
Q3 2024
Added 911.59%
|
|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
24,929
shares
|
$5.78 Million
1.09% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
24,820
shares
|
$5.76 Million
0.82% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
24,764
shares
|
$5.75 Million
0.09% of portfolio
|
Q2 2024
Added 17.93%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
24,719
shares
|
$5.73 Million
0.13% of portfolio
|
Q2 2023
Reduced 45.29%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Nov 14, 2024 Q3 2024 |
24,682
shares
|
$5.73 Million
3.19% of portfolio
|
Q3 2024
Added 863.76%
|
|
|
Axecap Investments, LLC
Mason, OH |
Jan 29, 2025 Q4 2024 |
24,663
shares
|
$5.72 Million
4.31% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
24,585
shares
|
$5.7 Million
4.13% of portfolio
|
Q4 2024
Added 0.92%
|