Go Pro
→ PH: Do THESE 4 things to your bank account now … (From Weiss Ratings) (Ad)tc pixel Free AVGO Stock Alerts

Broadcom (AVGO) Institutional Ownership

Broadcom logo
$384.05 -15.92 (-3.98%)
Closing price 04:00 PM Eastern
Extended Trading
$384.38 +0.33 (+0.09%)
As of 06:40 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Broadcom (NASDAQ:AVGO)

Current
Institutional Ownership
Percentage
76.43%
Number of
Institutional Buyers
(last 12 months)
3686
Total
Institutional Inflows
(last 12 months)
$122.39B
Number of
Institutional Sellers
(last 12 months)
2636
Total
Institutional Outflows
(last 12 months)
$66.37B
Get AVGO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Broadcom stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

AVGO Institutional Buying and Selling by Quarter

Broadcom Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/12/2026 First Community Trust NA5,971$2.26M1.0%+1.9%0.000%
7/12/2026 Walker Asset Management LLC2,849$1.08M0.5%-5.0%0.000%
7/12/2026 Ballast Inc.1,667$630K0.1%+39.5%0.000%
7/10/2026 Regent Peak Wealth Advisors LLC16,174$6.11M1.1%+0.5%0.000%
7/10/2026 Buska Wealth Management LLC757$286K0.1%N/A0.000%
7/10/2026 Wedge Capital Management L L P NC7,176$2.71M0.0%+12.7%0.000%
7/10/2026 Abound Wealth Management20,872$7.88M1.6%+60.0%0.000%
7/10/2026 Northside Capital Management LLC6,456$2.44M0.2%+93.2%0.000%
7/10/2026 Investors Research Corp2,841$1.07M0.2%+16.1%0.000%
7/10/2026 Annex Advisory Services LLC215,440$81.38M1.4%-4.3%0.005%
7/10/2026 Insight Wealth Strategies LLC18,394$6.79M0.7%-7.9%0.000%
7/10/2026 Accel Wealth Management6,670$2.52M0.6%+0.6%0.000%
7/10/2026 Processus Wealth & Capital Management LLC10,354$3.91M2.3%+4.4%0.000%
7/10/2026 Whitener Capital Management Inc.3,594$1.36M0.3%+2.3%0.000%
7/10/2026 Heck Capital Advisors LLC23,975$9.06M0.5%+144.5%0.001%
7/10/2026 Taylor & Morgan Wealth Management LLC11,578$4.37M2.2%-2.2%0.000%
7/10/2026 JFS Wealth Advisors LLC3,449$1.30M0.1%+1.2%0.000%
7/10/2026 Cardinal Capital Management Inc.88,286$33.35M0.8%+18.4%0.002%
7/10/2026 Magnolia Capital Management Ltd.5,167$1.95M1.3%-2.9%0.000%
7/10/2026 Tema ETFs LLC51,702$19.53M0.6%+8.5%0.001%
7/10/2026 Haven Capital Group Inc.71,266$26.92M22.2%-4.3%0.001%
7/10/2026 Dagco Inc.2,229$842K0.2%+10.3%0.000%
7/10/2026 West Branch Capital LLC31,925$12.06M2.8%-0.5%0.001%
7/10/2026 Canvas Wealth Advisors LLC10,218$3.86M0.5%+0.7%0.000%
7/10/2026 Rise Advisors LLC3,297$1.25M0.4%+2.6%0.000%
7/10/2026 Fiduciary Financial Group LLC3,582$1.35M0.2%+11.3%0.000%
7/10/2026 Farrell Financial LLC767$290K0.2%N/A0.000%
7/10/2026 Stonekeep Investments LLC603$228K0.1%N/A0.000%
7/10/2026 G&S Capital LLC692$261K0.1%+4.8%0.000%
7/10/2026 Lederer & Associates Investment Counsel CA11,264$4.26M2.8%-2.5%0.000%
7/10/2026 Doliver Advisors LP10,071$3.80M0.9%+2.4%0.000%
7/10/2026 Diversified Management Inc.2,370$895K0.2%-58.0%0.000%
7/10/2026 Clarus Wealth Advisors1,422$553K0.2%+4.2%0.000%
7/10/2026 Generali Investments Management Co LLC47,351$17.89M3.9%+21.8%0.001%
7/10/2026 E. Ohman J or Asset Management AB502,788$189.93M4.4%-2.2%0.011%
7/10/2026 Handelsbanken Fonder AB2,485,199$938.78M2.7%-5.4%0.052%
7/10/2026 City Holding Co.23,513$8.88M1.0%+9.8%0.000%
7/10/2026 Orrstown Financial Services Inc.7,399$2.80M0.4%-1.5%0.000%
7/10/2026 Salvus Wealth Management LLC3,120$1.18M0.7%-9.8%0.000%
7/10/2026 Spinnaker Investment Group LLC15,585$5.89M0.9%-3.8%0.000%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
7/10/2026 Fulcrum Equity Management3,667$1.39M1.0%+17.4%0.000%
7/10/2026 KMG Fiduciary Partners LLC29,699$11.22M1.0%-20.5%0.001%
7/10/2026 Redhawk Wealth Advisors Inc.14,163$5.35M0.5%-3.9%0.000%
7/10/2026 Marquette Asset Management LLC227$86K0.0%-40.7%0.000%
7/10/2026 Sage Capital Advisors llc15,099$5.70M1.2%+1.5%0.000%
7/10/2026 LVM Capital Management Ltd. MI232,862$87.96M7.4%-2.5%0.005%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors21,959$8.30M0.9%-10.4%0.000%
7/10/2026 Community Financial Services Group LLC58,623$21.65M3.1%+4.7%0.001%
7/10/2026 Perkins Coie Trust Co34,783$13.14M2.2%-4.8%0.001%
7/10/2026 Fulton Bank N.A.89,944$33.98M1.0%+1.3%0.002%
7/10/2026 Wealthcare Advisory Partners LLC50,093$18.92M0.4%-4.2%0.001%
7/10/2026 Paladin Wealth LLC4,915$1.86M1.1%+12.5%0.000%
7/9/2026 Kraft Davis & Associates LLC2,176$846K0.2%+5.9%0.000%
7/9/2026 Financial Management Professionals Inc.5,762$2.18M0.2%-6.6%0.000%
7/9/2026 Harrell Investment Partners LLC90,374$34.14M7.4%-2.3%0.002%
7/9/2026 First Bank & Trust10,503$3.97M0.6%+17.2%0.000%
7/9/2026 Revolve Wealth Partners LLC13,415$5.07M0.5%+33.7%0.000%
7/9/2026 Centurion Wealth Management LLC2,934$1.11M0.3%-18.2%0.000%
7/9/2026 Bay Rivers Group45,376$17.14M5.9%-2.4%0.001%
7/9/2026 Finivi Inc.17,845$6.74M3.5%-12.7%0.000%
7/9/2026 Franklin Street Advisors Inc. NC220,186$83.18M4.6%-6.2%0.005%
7/9/2026 Matrix Trust Co9,948$3.76M0.5%-21.3%0.000%
7/9/2026 Wealthcare Capital Partners LLC4,407$1.67M0.7%+36.4%0.000%
7/9/2026 Tenzing Financial LLC2,666$997K0.7%+1.1%0.000%
7/9/2026 Veery Capital LLC1,900$718K0.2%+1.4%0.000%
7/9/2026 Steadtrust LLC615$232K0.1%N/A0.000%
7/9/2026 Contravisory Investment Management Inc.25,586$9.67M1.7%-1.2%0.001%
7/9/2026 Sapient Capital LLC468,080$176.82M2.3%-2.6%0.010%
7/9/2026 Shira Ridge Wealth Management1,481$559K0.2%+3.6%0.000%
7/9/2026 Atlas Brown Inc.2,387$902K0.2%+23.9%0.000%
7/9/2026 World Equity Group Inc.9,660$3.65M0.8%-49.9%0.000%
7/9/2026 Next Level Private LLC9,279$3.51M0.7%-2.1%0.000%
7/9/2026 Focus Financial Network Inc.20,920$7.90M0.2%+0.2%0.000%
7/9/2026 Legacy Wealth Asset Management LLC16,625$6.28M1.4%-1.6%0.000%
7/9/2026 Vertrix Wealth Management LLC14,111$5.33M1.8%-19.7%0.000%
7/9/2026 Alliance Wealth Advisors LLC2,406$909K0.3%+4.2%0.000%
7/9/2026 Allied Private Wealth LLC2,663$1.04M0.7%N/A0.000%
7/9/2026 Corepath Wealth Partners LLC553$215K0.1%N/A0.000%
7/9/2026 Herbst Group LLC2,400$907K0.5%N/A0.000%
7/9/2026 TOWER TRUST & INVESTMENT Co8,686$3.28M2.0%+61.2%0.000%
7/9/2026 StoneCrest Wealth Management Inc.11,333$4.28M1.4%+224.5%0.000%
7/9/2026 Deane Retirement Strategies Inc.12,590$4.76M2.0%N/A0.000%
7/9/2026 Wealth Science Advisors LLC14,871$5.62M2.5%+18.7%0.000%
7/9/2026 Arista Wealth Management LLC27,897$10.54M1.1%-3.4%0.001%
7/9/2026 GoalVest Advisory LLC4,749$1.79M0.3%-1.1%0.000%
7/9/2026 Aletheian Wealth Advisors LLC5,200$1.96M0.8%+10.9%0.000%
7/9/2026 Tactive Advisors LLC1,672$632K0.2%-8.3%0.000%
7/9/2026 Everhart Financial Group Inc.35,919$13.57M0.9%-9.1%0.001%
7/9/2026 Sax Wealth Advisors LLC12,365$4.67M0.2%+32.7%0.000%
7/9/2026 Oliver Luxxe Assets LLC16,829$6.36M0.9%+1.4%0.000%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
7/9/2026 Cardano Risk Management B.V.1,310,174$494.92M3.8%-0.7%0.028%
7/9/2026 Everpar Advisors LLC16,721$6.32M1.8%+4.3%0.000%
7/9/2026 Ehrlich Financial Group1,389$525K0.3%-8.9%0.000%
7/9/2026 Avity Investment Management Inc.2,637$996K0.1%-2.0%0.000%
7/9/2026 Adamsbrown Wealth Consultants LLC1,817$686K0.1%+86.0%0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.58,483$22.09M0.6%-7.5%0.001%
7/9/2026 Windsor Capital Management LLC5,598$2.12M0.5%-14.6%0.000%
7/9/2026 First National Bank of Mount Dora Trust Investment Services39,932$15.08M3.0%-3.4%0.001%
7/9/2026 Lexington Hill Partners LLC1,658$626K0.3%+18.9%0.000%
7/9/2026 Legacy Wealth Management LLC MS8,734$3.30M0.8%+7.3%0.000%


AVGO Institutional Ownership - Frequently Asked Questions

During the previous two years, 5,126 institutional investors and hedge funds held shares of Broadcom. The most heavily invested institutionals were Vanguard Group Inc. ($167.06B), State Street Corp ($65.79B), Capital International Investors ($49.10B), Capital World Investors ($42.66B), Geode Capital Management LLC ($38.40B), Capital Research Global Investors ($29.89B), and Price T Rowe Associates Inc. MD ($29.61B).Learn more on Broadcom's institutional investors.

76.43% of Broadcom's stock is owned by institutional investors. Learn more on AVGO's institutional investor holdings.

Of the 4,853 institutional investors that purchased Broadcom's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($210.34M), State Street Corp ($172.76M), Geode Capital Management LLC ($96.77M), FMR LLC ($85.87M), Nuveen LLC ($39.71M), Price T Rowe Associates Inc. MD ($35.65M), and Jennison Associates LLC ($33.07M).

Institutional investors have bought a total of 386,517,882 shares in the last 24 months. This purchase volume represents approximately $122.39B in transactions.

Of the 2,636 institutional investors that sold Broadcom's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital World Investors ($25.04M), Cardano Risk Management B.V. ($11.38M), Wellington Management Group LLP ($10.91M), Capital International Investors ($9.33M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($6.48M), Capital Research Global Investors ($5.18M), and Jennison Associates LLC ($4.87M).

Institutional investors have sold a total of 205,084,973 shares in the last 24 months. This volume of shares sold represents approximately $66.37B in transactions.


Related Companies

This page (NASDAQ:AVGO) was last updated on 7/13/2026 by MarketBeat.com Staff.
From Our Partners
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
Elon’s new "tollbooth"
The SpaceX IPO was valued at $1.75 trillion. But one analyst says fighting over those shares may be the wrong ...
Weiss Ratings | Sponsoredtc pixel
I paid $5,000 to hear Elon say this
One investor paid $5,000 to be in a private room with Elon Musk in Los Angeles - and what he heard confirmed a...
InvestorPlace | Sponsoredtc pixel