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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
15,934
shares
|
$3.7 Million
0.33% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
15,910
shares
|
$3.69 Million
2.06% of portfolio
|
Q2 2024
Reduced 9.14%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
15,894
shares
|
$3.69 Million
1.94% of portfolio
|
Q4 2024
Reduced 9.84%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
15,883
shares
|
$3.68 Million
0.77% of portfolio
|
Q3 2024
Added 866.12%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
15,850
shares
|
$3.68 Million
2.94% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
15,845
shares
|
$3.68 Million
0.06% of portfolio
|
Q3 2024
Added 1233.75%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
15,806
shares
|
$3.67 Million
0.43% of portfolio
|
Q4 2024
Added 12.55%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
15,774
shares
|
$3.66 Million
0.39% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
15,725
shares
|
$3.65 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
15,695
shares
|
$3.64 Million
0.22% of portfolio
|
Q3 2024
Added 1221.13%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
15,688
shares
|
$3.64 Million
2.27% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
15,680
shares
|
$3.64 Million
0.66% of portfolio
|
Q3 2024
Added 1516.49%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
15,644
shares
|
$3.63 Million
2.49% of portfolio
|
Q4 2024
Reduced 12.45%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
15,641
shares
|
$3.63 Million
0.13% of portfolio
|
Q4 2024
Added 9.8%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
15,607
shares
|
$3.62 Million
0.77% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
15,421
shares
|
$3.58 Million
0.5% of portfolio
|
Q3 2024
Added 1015.04%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
15,413
shares
|
$3.58 Million
0.87% of portfolio
|
Q3 2024
Added 222.92%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
15,411
shares
|
$3.58 Million
0.39% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
15,405
shares
|
$3.57 Million
1.16% of portfolio
|
Q4 2024
Added 11.36%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
15,381
shares
|
$3.57 Million
0.27% of portfolio
|
Q4 2024
Reduced 51.35%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
15,355
shares
|
$3.56 Million
1.14% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jan 23, 2025 Q4 2024 |
15,354
shares
|
$3.56 Million
0.24% of portfolio
|
Q4 2024
Added 26.79%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
15,332
shares
|
$3.56 Million
0.37% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
15,324
shares
|
$3.56 Million
0.85% of portfolio
|
Q3 2024
Added 383.41%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
15,273
shares
|
$3.54 Million
1.66% of portfolio
|
Q4 2024
Added 11.26%
|