Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 3,952 institutions that hold shares in the stock, with a total of 3.01 Billion shares, which have been reported (via 13F filing form) to have a value of $696 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
9,435
shares
|
$2.18 Million
0.05% of portfolio
|
Q3 2024
Added 1504.59%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
9,423
shares
|
$2.18 Million
0.8% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 07, 2024 Q3 2024 |
9,393
shares
|
$2.17 Million
0.68% of portfolio
|
Q3 2024
Added 620.32%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
9,381
shares
|
$2.17 Million
0.53% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
9,379
shares
|
$2.17 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
9,367
shares
|
$2.17 Million
0.99% of portfolio
|
Q4 2024
Added 85.19%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
9,367
shares
|
$2.17 Million
0.85% of portfolio
|
Q3 2024
Added 369.29%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
9,363
shares
|
$2.17 Million
0.36% of portfolio
|
Q3 2024
Added 766.14%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
9,360
shares
|
$2.17 Million
0.71% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Feb 06, 2025 Q4 2024 |
9,360
shares
|
$2.17 Million
0.27% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
9,340
shares
|
$2.16 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 13, 2024 Q3 2024 |
9,305
shares
|
$2.15 Million
0.45% of portfolio
|
Q3 2024
Added 297.14%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
9,300
shares
|
$2.15 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Malaga Cove Capital, LLC
|
Oct 31, 2024 Q3 2024 |
9,300
shares
|
$2.15 Million
0.68% of portfolio
|
Q3 2024
Added 1296.4%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
9,280
shares
|
$2.15 Million
0.55% of portfolio
|
Q4 2024
Added 10.63%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
9,232
shares
|
$2.14 Million
0.28% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
9,194
shares
|
$2.13 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
9,193
shares
|
$2.13 Million
0.92% of portfolio
|
Q3 2024
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
9,191
shares
|
$2.13 Million
0.45% of portfolio
|
Q3 2024
Added 940.88%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
9,180
shares
|
$2.12 Million
0.27% of portfolio
|
Q4 2024
Added 31.33%
|
|
|
Hixon Zuercher, LLC
|
Jan 23, 2025 Q4 2024 |
9,179
shares
|
$2.12 Million
0.82% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
9,169
shares
|
$2.12 Million
2.05% of portfolio
|
Q4 2024
Reduced 20.3%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
9,166
shares
|
$2.12 Million
1.11% of portfolio
|
Q4 2024
Added 14.13%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
9,163
shares
|
$2.12 Million
0.55% of portfolio
|
Q4 2024
Added 9.57%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
9,146
shares
|
$2.12 Million
1.37% of portfolio
|
Q4 2022
Reduced 1.67%
|