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 |
|---|---|---|---|---|---|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
13,010
shares
|
$3.02 Million
1.04% of portfolio
|
Q3 2024
Added 965.52%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
12,903
shares
|
$2.99 Million
0.57% of portfolio
|
Q3 2024
Added 744.44%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
12,887
shares
|
$2.99 Million
0.65% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
12,853
shares
|
$2.98 Million
1.55% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
12,849
shares
|
$2.98 Million
0.05% of portfolio
|
Q3 2024
Added 1131.93%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
12,835
shares
|
$2.98 Million
0.44% of portfolio
|
Q2 2022
Added 5.72%
|
|
|
Cypress Capital, LLC
|
Feb 03, 2025 Q4 2024 |
12,832
shares
|
$2.98 Million
0.85% of portfolio
|
Q4 2024
Reduced 24.35%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
12,800
shares
|
$2.97 Million
0.28% of portfolio
|
Q4 2024
Reduced 10.91%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
12,798
shares
|
$2.97 Million
0.22% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Prudent Man Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
12,785
shares
|
$2.97 Million
1.09% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Castellan Group
Louisville, KY |
Jan 29, 2025 Q4 2024 |
12,781
shares
|
$2.97 Million
1.3% of portfolio
|
Q4 2024
Reduced 26.45%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jan 24, 2025 Q4 2024 |
12,771
shares
|
$2.96 Million
1.26% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
12,750
shares
|
$2.96 Million
0.7% of portfolio
|
Q4 2024
Added 77.08%
|
|
|
Buckley Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
12,748
shares
|
$2.96 Million
0.69% of portfolio
|
Q3 2024
Added 1118.74%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
12,738
shares
|
$2.96 Million
0.22% of portfolio
|
Q3 2024
Added 906.96%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
12,712
shares
|
$2.95 Million
2.02% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
12,711
shares
|
$2.95 Million
0.05% of portfolio
|
Q3 2024
Added 1219.94%
|
|
|
Precision Wealth Strategies, LLC
|
Jan 24, 2025 Q4 2024 |
12,707
shares
|
$2.95 Million
3.03% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Ov Management LLC
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
12,692
shares
|
$2.94 Million
1.04% of portfolio
|
Q3 2024
Added 935.24%
|
|
|
Emerald Advisers, LLC
|
Oct 29, 2024 Q3 2024 |
12,670
shares
|
$2.94 Million
0.09% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
12,642
shares
|
$2.93 Million
1.06% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
12,633
shares
|
$2.93 Million
1.18% of portfolio
|
Q3 2024
Added 873.27%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
12,610
shares
|
$2.93 Million
1.9% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
12,607
shares
|
$2.92 Million
0.7% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
12,593
shares
|
$2.92 Million
0.35% of portfolio
|
Q4 2024
Reduced 6.6%
|