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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
14,823
shares
|
$3.44 Million
0.06% of portfolio
|
Q3 2024
Added 1193.46%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,796
shares
|
$3.43 Million
0.4% of portfolio
|
Q3 2024
Added 2784.21%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
14,771
shares
|
$3.43 Million
1.09% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,771
shares
|
$3.43 Million
0.28% of portfolio
|
Q2 2020
Reduced 0.73%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
14,683
shares
|
$3.41 Million
0.46% of portfolio
|
Q4 2024
Added 13.84%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
14,680
shares
|
$3.41 Million
0.29% of portfolio
|
Q3 2024
Added 898.64%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
14,635
shares
|
$3.4 Million
1.69% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
14,610
shares
|
$3.39 Million
1.15% of portfolio
|
Q3 2024
Added 883.18%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Jan 27, 2025 Q4 2024 |
14,574
shares
|
$3.38 Million
1.6% of portfolio
|
Q4 2024
Reduced 7.24%
|
|
|
Nippon Life Global Investors Americas, Inc.
|
Nov 14, 2024 Q3 2024 |
14,540
shares
|
$3.37 Million
0.11% of portfolio
|
Q3 2024
Added 755.29%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
14,502
shares
|
$3.36 Million
1.52% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
14,500
shares
|
$3.36 Million
1.36% of portfolio
|
Q4 2024
Reduced 35.56%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
14,499
shares
|
$3.36 Million
1.32% of portfolio
|
Q4 2024
Added 11.0%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
14,492
shares
|
$3.36 Million
0.92% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Ams Capital Ltda
|
Jan 30, 2025 Q4 2024 |
14,474
shares
|
$3.36 Million
1.69% of portfolio
|
Q4 2024
Reduced 68.2%
|
|
|
Myriad Asset Management Us LP
|
Jan 30, 2025 Q4 2024 |
14,464
shares
|
$3.36 Million
2.34% of portfolio
|
Q4 2024
New holding
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
14,440
shares
|
$3.35 Million
0.55% of portfolio
|
Q3 2024
Added 862.67%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
14,413
shares
|
$3.34 Million
0.64% of portfolio
|
Q3 2024
Added 1042.98%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
14,405
shares
|
$3.34 Million
1.37% of portfolio
|
Q3 2024
New holding
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
14,369
shares
|
$3.33 Million
1.7% of portfolio
|
Q3 2024
Added 899.93%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
14,355
shares
|
$3.33 Million
0.53% of portfolio
|
Q3 2022
Added 0.09%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
14,286
shares
|
$3.31 Million
0.3% of portfolio
|
Q4 2024
Added 17.25%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
14,254
shares
|
$3.31 Million
0.05% of portfolio
|
Q3 2024
Added 921.79%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
14,248
shares
|
$3.31 Million
0.47% of portfolio
|
Q4 2024
Added 3.18%
|