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 |
|---|---|---|---|---|---|
|
Orca Investment Management, LLC
|
Oct 11, 2024 Q3 2024 |
21,574
shares
|
$5.01 Million
3.51% of portfolio
|
Q3 2024
Added 952.39%
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
21,539
shares
|
$5 Million
1.4% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
21,526
shares
|
$4.99 Million
1.13% of portfolio
|
Q3 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
21,493
shares
|
$4.99 Million
1.61% of portfolio
|
Q3 2024
Added 1110.87%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Feb 05, 2025 Q4 2024 |
21,469
shares
|
$4.98 Million
1.68% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 25, 2024 Q3 2024 |
21,467
shares
|
$4.98 Million
1.12% of portfolio
|
Q3 2024
Added 866.11%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
21,388
shares
|
$4.96 Million
0.35% of portfolio
|
Q3 2024
Added 924.33%
|
|
|
First Washington Corp
Seattle, WA |
Nov 13, 2024 Q3 2024 |
21,386
shares
|
$4.96 Million
1.56% of portfolio
|
Q3 2024
New holding
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
21,371
shares
|
$4.96 Million
0.51% of portfolio
|
Q3 2024
Added 898.64%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
21,354
shares
|
$4.95 Million
0.58% of portfolio
|
Q4 2024
Added 10.71%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
21,326
shares
|
$4.95 Million
2.61% of portfolio
|
Q2 2024
Reduced 5.72%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
21,293
shares
|
$4.94 Million
0.93% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
21,203
shares
|
$4.92 Million
1.38% of portfolio
|
Q4 2024
Reduced 21.54%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
21,182
shares
|
$4.91 Million
0.33% of portfolio
|
Q3 2024
Added 966.03%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
21,135
shares
|
$4.9 Million
0.26% of portfolio
|
Q3 2024
Added 940.62%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
21,080
shares
|
$4.89 Million
1.28% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
21,046
shares
|
$4.88 Million
1.34% of portfolio
|
Q3 2023
Reduced 33.07%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
20,996
shares
|
$4.87 Million
0.8% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Consolidated Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
20,973
shares
|
$4.87 Million
2.18% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
20,961
shares
|
$4.86 Million
0.22% of portfolio
|
Q3 2024
Added 982.14%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
20,955
shares
|
$4.86 Million
0.64% of portfolio
|
Q4 2024
Added 21.49%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
20,946
shares
|
$4.86 Million
1.71% of portfolio
|
Q3 2024
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
20,940
shares
|
$4.86 Million
0.04% of portfolio
|
Q3 2024
Added 925.97%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
20,926
shares
|
$4.85 Million
1.83% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
20,883
shares
|
$4.84 Million
0.87% of portfolio
|
Q4 2024
Added 0.24%
|