AVGO · Company research
Broadcom Inc. (AVGO): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 83364 | 29276603000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 778 | 273226000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Orrstown Financial Services Inc | 826154 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7482 | 2627604 | — | — | — | Oct 14, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9045 | 3176514 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Concord Investment Counsel Inc. | 2022154 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13528 | 5110232 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CBIZ Investment Advisory Services, LLC | 1795934 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1561 | 483211 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 334832 | 126482737 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| FIDUCIARY FINANCIAL ADVISORS | 2116119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 130 | 49108 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DIXON FNANCIAL SERVICES, INC. | 1909993 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1140 | 430635 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Maniro Ltd | 2102426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14446 | 5456976 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Blue Sparrow, LLC /DE | 2104539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1952426 | 737528922 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Heartland Bank & Trust Co | 1866040 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15215 | 5747466 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Voleon Capital Management LP | 1479847 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 192127 | 72575974 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HighPoint Advisor Group LLC | 1616034 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33649 | 12710835 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| BLODGETT WEALTH ADVISORS, LLC | 1907826 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3647 | 1377558 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Lynch Asset Management, Inc. | 1906719 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19700 | 7441675 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Integrated Financial Solutions, Inc. | 2086529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77110 | 29130662 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| WCG Wealth Advisors LLC | 1855713 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74686 | 28212449 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2537379 | 958495105 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12935 | 4886196 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Avanda Investment Management Pte. Ltd. | 1650258 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12570 | 4748318 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Employees Retirement System of Texas | 1398739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 790055 | 298443 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SIT INVESTMENT ASSOCIATES INC | 769317 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 415970 | 157133 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Explore Capital Management, LLC | 2026286 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11400 | 4306350 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Goldenstone Wealth Management LLC | 2109094 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6759 | 2553071 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| MILLENNIUM MANAGEMENT LLC | 1273087 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3599400 | 1359673350 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GC Wealth Management RIA, LLC | 2011169 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81883 | 30931303 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| George Kaiser Family Foundation | 1265376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4855 | 1833976 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| King Wealth Management Group | 1568235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2786 | 1053 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Chevy Chase Trust Holdings, LLC | 1462020 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2609288 | 985658722 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Oxbow Advisors, LLC | 1564770 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7438 | 2809682 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Westend Capital Management, LLC | 1331997 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 509 | 192275 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Schneider Downs Wealth Management Advisors, LP | 1665359 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2721 | 1027858 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Broadway Wealth Solutions, Inc. | 2021265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3207 | 1211489 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| WULFF, HANSEN & CO. | 108634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3287 | 1241664 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| LGT CAPITAL PARTNERS LTD. | 1641992 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 124700 | 47105425 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Capital Advantage, Inc. | 1628896 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 697 | 263292 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Wealthfront Advisers LLC | 1763921 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 654462 | 247223201 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| HCR Wealth Advisors | 1697715 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27285 | 10306940 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 2103310 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 307830 | 116282783 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| BRADY FAMILY WEALTH, LLC | 1971456 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41235 | 15576394 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| HMV Wealth Advisors, LLC | 2054904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2070 | 781943 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Strategic Wealth Advisors LLC | 2107449 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 71 | 24 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| CYPRESS ASSET MANAGEMENT INC/TX | 1030618 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66951 | 25290740 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Voya Financial Advisors, Inc. | 1424367 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3901 | 1452927 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| LiftPoint Family Wealth Advisors LLC | 2110810 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1629 | 615355 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Winthrop Partners - WNY, LLC | 1734109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27073 | 10226826 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| M. Kulyk & Associates, LLC | 1842370 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21647 | 8177313 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Pacifica Partners Inc. | 1799900 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 178 | 64130 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Texas Capital Bank Wealth Management Services Inc | 1802655 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16463 | 6218898 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Banco BTG Pactual S.A. | 1536080 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70366 | 26580757 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Tortoise Investment Management, LLC | 1599511 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2363 | 892744 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Alaska Wealth Advisors, LLC | 1731601 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2280 | 861270 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 2026926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41722 | 15760558 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SHELTON CAPITAL MANAGEMENT | 1002784 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 287021 | 108422183 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AFFINITY INVESTMENT ADVISORS, LLC | 1520601 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8430 | 3184433 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| BayBridge Capital Group, LLC | 1898297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6180 | 2334576 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| VIKING FUND MANAGEMENT LLC | 1169069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 109500 | 41363625 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Auxano Advisors, LLC | 1811491 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5893 | 2226135 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Aurelius Family Office LLC | 2053738 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 620 | 234205 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| COATUE MANAGEMENT LLC | 1135730 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2932392 | 1107711078 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Redmond Asset Management, LLC | 1567890 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4931 | 1862685 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Quent Capital, LLC | 1912338 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16900 | 6384133 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 85 | 32109 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| CenterStar Asset Management, LLC | 1722053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10300 | 3890825 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1633240 | 616956410 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FOCUSED ALPHA, LLC | 2105062 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5052 | 1908217 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| OAKTOP CAPITAL MANAGEMENT II, L.P. | 1550660 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 362760 | 137032590 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| ANB BANK | 2067126 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3476 | 1313059 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Roth Financial Partners LLC | 1840888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1070 | 404193 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Centurion Wealth Management LLC | 1951368 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2934 | 1108359 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Stanley-Laman Group, Ltd. | 1601489 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35446 | 13389727 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| DUDLEY CAPITAL MANAGEMENT, LLC | 1965760 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15487 | 5850271 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| BRANDYWINE MANAGERS, LLC | 1135121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1967 | 743034 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bare Financial Services, Inc | 2009426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 275 | 103881 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| NORTHSTAR ASSET MANAGEMENT Co | 1132708 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5575 | 2129204 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| CREDIT AGRICOLE S A | 1191672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2510031 | 948164210 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Hancock Prospecting Pty Ltd | 2017993 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 140000 | 52885000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Smithfield Trust Co | 1019754 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 334 | 126 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| AMICA MUTUAL INSURANCE CO | 857508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29464 | 11130 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.