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 |
|---|---|---|---|---|---|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
9,144
shares
|
$2.12 Million
1.14% of portfolio
|
Q1 2023
Reduced 2.71%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
9,142
shares
|
$2.12 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
B Long Financial, LLC
Memphis, TN |
Jan 30, 2025 Q4 2024 |
9,120
shares
|
$2.11 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Place Financial Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
9,107
shares
|
$2.11 Million
1.29% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
9,106
shares
|
$2.11 Million
0.26% of portfolio
|
N/A
|
|
|
Oasis Management CO Ltd.
Grand Cayman, E9 |
Nov 14, 2024 Q3 2024 |
9,090
shares
|
$2.1 Million
0.34% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
9,087
shares
|
$2.1 Million
0.15% of portfolio
|
Q3 2024
Added 1129.63%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
9,077
shares
|
$2.1 Million
0.28% of portfolio
|
Q3 2024
Added 1050.44%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
9,068
shares
|
$2.1 Million
0.06% of portfolio
|
Q3 2024
Added 1115.55%
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
9,064
shares
|
$2.1 Million
0.02% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
9,054
shares
|
$2.09 Million
0.1% of portfolio
|
Q3 2024
Added 509.29%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
9,049
shares
|
$2.09 Million
0.19% of portfolio
|
Q4 2024
Added 134.49%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
9,045
shares
|
$2.09 Million
0.91% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
9,024
shares
|
$2.09 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
9,015
shares
|
$2.09 Million
0.02% of portfolio
|
Q3 2024
Added 896.13%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
8,970
shares
|
$2.08 Million
0.09% of portfolio
|
Q3 2024
Added 922.81%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Feb 05, 2025 Q4 2024 |
8,961
shares
|
$2.07 Million
1.38% of portfolio
|
Q4 2024
Reduced 46.52%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 08, 2025 Q4 2024 |
8,959
shares
|
$2.07 Million
1.46% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
8,955
shares
|
$2.07 Million
0.36% of portfolio
|
Q3 2024
Added 1001.48%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,954
shares
|
$2.07 Million
0.02% of portfolio
|
Q3 2024
Added 1029.13%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
8,934
shares
|
$2.07 Million
0.22% of portfolio
|
Q4 2024
Reduced 45.16%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
8,933
shares
|
$2.07 Million
0.41% of portfolio
|
Q4 2024
Added 12.15%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
8,927
shares
|
$2.07 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
8,918
shares
|
$2.06 Million
0.18% of portfolio
|
Q3 2024
Added 17.39%
|
|
|
High Vista Strategies LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,900
shares
|
$2.06 Million
0.6% of portfolio
|
Q3 2024
New holding
|