Broadcom (AVGO) Institutional Ownership

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$381.91 -10.22 (-2.61%)
As of 02:07 PM Eastern
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Institutional Ownership Changes (13F Filings) for Broadcom (NASDAQ:AVGO)

Current
Institutional Ownership
Percentage
76.43%
Number of
Institutional Buyers
(last 12 months)
3713
Total
Institutional Inflows
(last 12 months)
$123.39B
Number of
Institutional Sellers
(last 12 months)
2644
Total
Institutional Outflows
(last 12 months)
$66.45B
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AVGO Institutional Buying and Selling by Quarter

Broadcom Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/22/2026 Sapient Capital LLC480,816$148.73M2.2%-19.2%0.010%
6/22/2026Vilga Financial Planning LLC2,672$827K0.7%+1.3%0.000%
6/18/2026 Western Wealth Management LLC88,661$27.44M1.0%+24.3%0.002%
6/18/2026 Southern Financial Group LLC1,158$358K0.1%+5.3%0.000%
6/16/2026 PVG Asset Management Corp2,168$671K0.5%-4.9%0.000%
6/15/2026 Carmignac Gestion541,651$167.45M2.6%+271.6%0.011%
6/15/2026 Lombard Odier Asset Management Europe Ltd29,432$9.11M0.1%-30.6%0.001%
6/12/2026 Militia Capital Management LLC1,799$557K0.1%N/A0.000%
6/12/2026 Shariaportfolio Inc.6,683$2.07M0.9%N/A0.000%
6/11/2026 E Wealth Partners LLC940$291K0.2%+16.9%0.000%
6/11/2026 LFG Wealth Partners LLC9,511$2.94M1.8%-22.1%0.000%
6/10/2026 Dakota Community Bank & Trust NA2,452$759K2.6%-4.9%0.000%
6/10/2026 US Asset Management LLC9,028$2.79M2.4%-6.4%0.000%
6/9/2026 Rathbones Group PLC1,132,778$350.61M1.4%+17.2%0.024%
6/9/2026 Robinswood Financial LLC538$166K0.2%N/A0.000%
6/8/2026 First National Bank of Mount Dora Trust Investment Services41,317$12.79M2.8%-11.6%0.001%
6/8/2026 Pine Valley Investments Ltd Liability Co9,972$3.09M0.1%+11.3%0.000%
6/8/2026 Farmers National Bank60,532$18.74M4.1%-0.5%0.001%
6/4/2026 Evansbrook LLC1,114$345K0.2%+9.9%0.000%
6/3/2026 Wealthquest Corp5,649$1.75M0.1%+14.4%0.000%
6/3/2026 Parallel Advisors LLC109,497$33.89M0.6%+2.5%0.002%
6/3/2026 NewEdge Advisors LLC948,027$293.42M1.1%-15.9%0.020%
6/2/2026 Blue Edge Capital LLC1,915$593K0.1%+2.6%0.000%
6/1/2026 Caerus Investment Advisors LLC4,519$1.40M0.6%+39.5%0.000%
6/1/2026 First Nebraska Trust Co2,187$677K0.1%N/A0.000%
6/1/2026 Flagship Wealth Advisors LLC149$46K0.0%-39.9%0.000%
6/1/2026 Foguth Wealth Management LLC.1,970$610K0.1%-13.1%0.000%
6/1/2026 Concorde Asset Management LLC2,072$641K0.3%-20.5%0.000%
6/1/2026 Financial Solutions Advisory Group Inc.43,160$13.36M1.8%N/A0.001%
6/1/2026 Integrated Investment Consultants LLC4,342$1.34M0.3%+4.1%0.000%
6/1/2026 Dala Group LLC695$215K0.2%N/A0.000%
6/1/2026 Keel Point LLC19,393$6.00M0.4%-31.0%0.000%
5/29/2026 Krane Financial Solutions LLC3,118$965K0.7%N/A0.000%
5/29/2026 Asset Dedication LLC34,047$10.54M0.7%-4.1%0.001%
5/28/2026 Cozad Asset Management Inc.77,071$23.85M1.9%-1.3%0.002%
5/28/2026 Lavelle Capital LP1,186$367K0.2%N/A0.000%
5/28/2026 Blue Fin Capital Inc.36,854$11.41M1.9%+6.1%0.001%
5/28/2026 Challenger Wealth Management7,105$2.20M1.8%+0.8%0.000%
5/28/2026 Maripau Wealth Management LLC1,516$469K0.2%+2.7%0.000%
5/27/2026 Alpine Woods Capital Investors LLC50,392$15.60M3.7%-27.2%0.001%
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5/27/2026 Allen Capital Group LLC9,046$2.80M0.3%-11.4%0.000%
5/27/2026 Westshore Wealth LLC2,566$794K0.3%-3.1%0.000%
5/26/2026 Glenmede Trust Co. NA408,230$126.35M0.6%+3.5%0.009%
5/26/2026 Summit Financial Wealth Advisors LLC8,227$2.55M0.4%+0.8%0.000%
5/26/2026 Ruggaard & Associates LLC1,587$491K0.2%-2.6%0.000%
5/26/2026 Axiom Investment Management LLC2,073$642K0.5%N/A0.000%
5/22/2026 Summitry LLC19,559$6.05M0.2%+167.1%0.000%
5/22/2026 Groupama Asset Managment854,556$264.49M3.8%-1.4%0.018%
5/22/2026 WNY Asset Management LLC2,031$658K0.1%N/A0.000%
5/22/2026 Segall Bryant & Hamill LLC308,119$105.24M1.3%N/A0.007%
5/22/2026 Wellington Grp LLC9,670$2.99M0.9%+10.6%0.000%
5/22/2026 Verus Capital Partners LLC8,676$2.69M0.2%-4.5%0.000%
5/22/2026 Evolutionary Tree Capital Management LLC6,499$2.01M3.8%N/A0.000%
5/21/2026 Raab & Moskowitz Asset Management LLC11,425$3.54M0.8%-6.2%0.000%
5/21/2026 Compass Capital Management Inc.5,186$1.61M0.1%-62.0%0.000%
5/21/2026 GKV Capital Management Co. Inc.50,936$15.77M5.7%-2.0%0.001%
5/21/2026 Argent Capital Management LLC313,580$97.06M3.1%-8.1%0.007%
5/21/2026 CTC Alternative Strategies Ltd.6,228$1.93M4.4%+3.5%0.000%
5/21/2026 Essential Partners LLC7,496$2.32M0.8%+3.3%0.000%
5/21/2026 Vestor Capital LLC125,591$38.87M2.8%+105.3%0.003%
5/21/2026 J. Derek Lewis & Associates Inc.11,476$3.55M0.8%-6.6%0.000%
5/21/2026 BankChampaign National Association8,077$2.50M2.5%N/A0.000%
5/21/2026 JDM Financial Group LLC519$161K0.0%+18.5%0.000%
5/20/2026 CCM Investment Advisers LLC99,446$30.78M2.9%-1.2%0.002%
5/20/2026 Liontrust Investment Partners LLP619,552$191.76M2.7%+143.6%0.013%
5/20/2026 Hobbs Group Advisors LLC1,160$359K0.1%+17.4%0.000%
5/20/2026 SHUTTLEWORTH & Co8,437$2.61M2.4%-0.8%0.000%
5/20/2026 Arete Wealth Advisors LLC35,938$11.12M0.7%-14.8%0.001%
5/20/2026 Union Heritage Capital LLC20,200$6.25M2.3%+77.2%0.000%
5/20/2026 SOA Wealth Advisors LLC.17,267$5.34M0.6%-2.1%0.000%
5/20/2026 TrueWealth Financial Partners1,203$372K0.1%N/A0.000%
5/20/2026 Pathway Wealth Management LLC48,441$14.99M14.2%+5.0%0.001%
5/20/2026 Norris Financial Group LLC983$304K0.1%N/A0.000%
5/19/2026 Front Row Advisors LLC49,378$15.28M5.2%-1.0%0.001%
5/19/2026 Western Wealth Management LLC88,661$27.44M1.0%+24.3%0.002%
5/19/2026 Winnow Wealth LLC2,776$859K0.7%-3.0%0.000%
5/19/2026 Mascagni Wealth Management Inc.4,821$1.49M1.1%+0.8%0.000%
5/19/2026 Sonoma Allocations LLC5,282$1.76M0.6%-11.3%0.000%
5/19/2026 Eley Financial Management Inc18,406$5.70M2.0%-0.2%0.000%
5/19/2026 Orographic Financial Advisors LLC1,406$435K0.3%N/A0.000%
5/19/2026 Cim Investment Management Inc.20,868$6.46M1.7%-0.4%0.000%
5/19/2026 Silicon Valley Capital Partners111,138$34.40M3.4%+51.6%0.002%
5/19/2026 Paragon Private Wealth Management LLC21,613$6.69M2.1%+9.3%0.000%
5/19/2026 Ariadne Wealth Management LP9,489$2.94M1.3%-0.3%0.000%
5/19/2026 Bank of America Corp DE58,737,097$18.18B1.3%+1.5%1.241%
5/19/2026 Hamilton Wealth LLC13,479$4.17M0.3%+224.2%0.000%
5/19/2026 Genesis Financial Group LLC5,363$1.66M1.0%-37.4%0.000%
5/19/2026 Edgestream Partners L.P.4,292$1.33M0.0%-64.4%0.000%
5/19/2026 Financial Insights Inc.3,850$1.19M0.4%+4.9%0.000%
5/19/2026 Kensington Investment Counsel LLC6,327$1.96M0.9%-6.6%0.000%
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5/19/2026 Chesapeake Wealth Management13,501$4.18M1.3%-2.5%0.000%
5/19/2026 Janus Henderson Group PLC19,350,859$5.96B2.8%-4.3%0.409%
5/19/2026 Centaurus Financial Inc.96,284$29.80M1.4%+1.4%0.002%
5/19/2026 Oddo BHF Asset Management Sas401,348$124.21M4.9%+31.4%0.008%
5/19/2026 Bull Harbor Capital LLC11,251$3.48M0.9%N/A0.000%
5/19/2026 Strategic Investment Advisors MI29,731$9.20M0.6%+21.4%0.001%
5/19/2026 Ashton Thomas Securities LLC19,004$5.88M0.7%+30.0%0.000%
5/19/2026 Arkadios Wealth Advisors144,888$44.84M0.7%+4.9%0.003%
5/19/2026 South Dakota Investment Council132,026$40.86M0.8%+24.2%0.003%
5/19/2026 IFS Group LLC1,571$486K0.4%N/A0.000%


AVGO Institutional Ownership - Frequently Asked Questions

During the previous two years, 5,106 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 4,832 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 390,632,695 shares in the last 24 months. This purchase volume represents approximately $123.39B in transactions.

Of the 2,644 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. ($11.37M), 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 205,505,408 shares in the last 24 months. This volume of shares sold represents approximately $66.45B in transactions.



This page (NASDAQ:AVGO) was last updated on 6/23/2026 by MarketBeat.com Staff.
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