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 |
|---|---|---|---|---|---|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
10,303
shares
|
$2.38 Million
0.45% of portfolio
|
Q4 2024
Reduced 10.78%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
10,300
shares
|
$2.38 Million
1.95% of portfolio
|
Q3 2024
Added 842.36%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Feb 04, 2025 Q4 2024 |
10,287
shares
|
$2.38 Million
2.46% of portfolio
|
Q4 2024
New holding
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
10,250
shares
|
$2.37 Million
1.31% of portfolio
|
Q4 2024
Reduced 8.78%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
10,240
shares
|
$2.37 Million
1.19% of portfolio
|
Q3 2024
Added 1139.71%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
10,235
shares
|
$2.37 Million
1.3% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
10,235
shares
|
$2.37 Million
0.58% of portfolio
|
Q3 2024
Added 382.1%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
10,234
shares
|
$2.37 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Investment House LLC
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
10,230
shares
|
$2.37 Million
0.1% of portfolio
|
Q3 2024
Added 844.6%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Jan 29, 2025 Q4 2024 |
10,200
shares
|
$2.36 Million
0.8% of portfolio
|
Q4 2024
Reduced 39.98%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
10,150
shares
|
$2.35 Million
0.47% of portfolio
|
Q4 2024
Added 12.15%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
10,136
shares
|
$2.35 Million
0.15% of portfolio
|
Q3 2024
Added 943.87%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Jan 31, 2025 Q4 2024 |
10,130
shares
|
$2.34 Million
1.17% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Brown Financial Advisors
Milford, OH |
Feb 04, 2025 Q4 2024 |
10,125
shares
|
$2.34 Million
0.94% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
10,124
shares
|
$2.34 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
10,078
shares
|
$2.33 Million
0.12% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
10,078
shares
|
$2.33 Million
0.16% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
10,078
shares
|
$2.33 Million
1.36% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
10,074
shares
|
$2.33 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
10,069
shares
|
$2.33 Million
0.19% of portfolio
|
Q3 2022
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
10,020
shares
|
$2.32 Million
1.06% of portfolio
|
Q4 2024
Reduced 9.07%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
9,947
shares
|
$2.3 Million
0.43% of portfolio
|
Q3 2024
Added 908.82%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
9,933
shares
|
$2.3 Million
0.02% of portfolio
|
Q3 2024
Added 499.46%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
9,899
shares
|
$2.29 Million
0.2% of portfolio
|
Q3 2024
Added 2704.25%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
9,871
shares
|
$2.28 Million
2.04% of portfolio
|
Q3 2022
Added 0.34%
|