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 |
|---|---|---|---|---|---|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
12,135
shares
|
$2.82 Million
1.58% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
12,068
shares
|
$2.8 Million
1.58% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Lcm Capital Management Inc
|
Jan 27, 2025 Q4 2024 |
12,066
shares
|
$2.8 Million
1.62% of portfolio
|
Q4 2024
Added 9.66%
|
|
|
Eads & Heald Wealth Management
|
Jan 17, 2025 Q4 2024 |
12,044
shares
|
$2.79 Million
1.37% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
11,987
shares
|
$2.78 Million
1.84% of portfolio
|
Q1 2024
Reduced 92.68%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
11,976
shares
|
$2.78 Million
2.91% of portfolio
|
Q4 2024
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
11,952
shares
|
$2.77 Million
0.62% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
11,947
shares
|
$2.77 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.01%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
11,918
shares
|
$2.76 Million
0.98% of portfolio
|
Q4 2024
Added 210.36%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
11,912
shares
|
$2.76 Million
0.1% of portfolio
|
Q4 2024
Added 8.9%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
11,907
shares
|
$2.76 Million
0.21% of portfolio
|
Q4 2024
Added 7.39%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
11,902
shares
|
$2.76 Million
1.54% of portfolio
|
Q4 2024
Reduced 11.49%
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
11,846
shares
|
$2.75 Million
1.01% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
11,827
shares
|
$2.74 Million
0.38% of portfolio
|
Q3 2024
Added 1095.85%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
11,811
shares
|
$2.74 Million
0.91% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
11,809
shares
|
$2.74 Million
1.68% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
11,798
shares
|
$2.74 Million
0.16% of portfolio
|
Q3 2022
Added 0.54%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
11,792
shares
|
$2.74 Million
0.61% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
11,756
shares
|
$2.73 Million
0.24% of portfolio
|
Q4 2024
Added 15.22%
|
|
|
Value Partners Investments Inc.
|
Oct 07, 2024 Q3 2024 |
11,674
shares
|
$2.71 Million
0.17% of portfolio
|
Q3 2024
Added 1012.87%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
11,671
shares
|
$2.71 Million
1.97% of portfolio
|
Q1 2023
Added 5.47%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
11,666
shares
|
$2.71 Million
1.08% of portfolio
|
Q4 2024
Added 13.8%
|
|
|
Main Management ETF Advisors, LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
11,640
shares
|
$2.7 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
11,622
shares
|
$2.7 Million
0.09% of portfolio
|
Q3 2024
Added 913.25%
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
11,615
shares
|
$2.69 Million
0.34% of portfolio
|
Q3 2024
Added 899.57%
|