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 |
|---|---|---|---|---|---|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
15,264
shares
|
$3.54 Million
0.29% of portfolio
|
Q4 2024
Added 21.28%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
15,257
shares
|
$3.54 Million
1.81% of portfolio
|
Q2 2023
Added 0.24%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
15,210
shares
|
$3.53 Million
0.82% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
15,208
shares
|
$3.53 Million
1.48% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
15,196
shares
|
$3.53 Million
1.14% of portfolio
|
Q3 2024
Added 985.43%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
15,190
shares
|
$3.52 Million
0.18% of portfolio
|
Q3 2024
Added 834.77%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
15,177
shares
|
$3.52 Million
2.52% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
15,115
shares
|
$3.51 Million
0.93% of portfolio
|
Q4 2024
Reduced 10.38%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
15,106
shares
|
$3.5 Million
0.51% of portfolio
|
Q3 2024
Added 902.39%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
15,076
shares
|
$3.5 Million
0.99% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
15,068
shares
|
$3.5 Million
0.21% of portfolio
|
Q4 2024
Added 286.85%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
15,055
shares
|
$3.49 Million
0.52% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
15,050
shares
|
$3.49 Million
0.54% of portfolio
|
Q4 2024
Added 9.93%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
15,025
shares
|
$3.49 Million
1.05% of portfolio
|
Q4 2024
Reduced 9.93%
|
|
|
Advent Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
15,000
shares
|
$3.48 Million
1.67% of portfolio
|
Q3 2024
New holding
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
14,988
shares
|
$3.48 Million
0.28% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
14,910
shares
|
$3.46 Million
1.04% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Nov 13, 2024 Q3 2024 |
14,901
shares
|
$3.46 Million
2.32% of portfolio
|
Q3 2024
Added 862.6%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
14,898
shares
|
$3.46 Million
0.52% of portfolio
|
Q4 2024
Added 641.56%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
14,887
shares
|
$3.45 Million
0.22% of portfolio
|
Q3 2024
Added 19.94%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
14,869
shares
|
$3.45 Million
0.46% of portfolio
|
Q4 2023
Added 2.58%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 30, 2025 Q4 2024 |
14,862
shares
|
$3.45 Million
4.82% of portfolio
|
Q4 2024
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
14,858
shares
|
$3.45 Million
0.25% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
14,852
shares
|
$3.45 Million
0.18% of portfolio
|
Q3 2024
Added 973.9%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
14,840
shares
|
$3.44 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.17%
|