Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 3,970 institutions that hold shares in the stock, with a total of 3 Billion shares, which have been reported (via 13F filing form) to have a value of $675 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moore Capital Management, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
187,394
shares
|
$42.1 Million
0.67% of portfolio
|
Q3 2024
Added 112787.95%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jan 15, 2025 Q4 2024 |
186,248
shares
|
$41.9 Million
2.54% of portfolio
|
Q4 2024
Added 9.39%
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
186,157
shares
|
$41.9 Million
6.93% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
184,840
shares
|
$41.6 Million
0.82% of portfolio
|
Q3 2024
Added 930.9%
|
|
|
Kirr Marbach & CO LLC
|
Jan 22, 2025 Q4 2024 |
184,630
shares
|
$41.5 Million
10.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
183,566
shares
|
$41.3 Million
1.0% of portfolio
|
Q3 2024
Added 804.13%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
182,617
shares
|
$41.1 Million
1.83% of portfolio
|
Q4 2024
Added 439.95%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
182,266
shares
|
$41 Million
1.28% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
181,972
shares
|
$40.9 Million
2.41% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
181,214
shares
|
$40.7 Million
6.58% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
180,971
shares
|
$40.7 Million
0.4% of portfolio
|
Q3 2024
Added 3114.4%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
180,542
shares
|
$40.6 Million
0.81% of portfolio
|
Q4 2024
Added 8.76%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
180,380
shares
|
$40.6 Million
2.74% of portfolio
|
Q3 2024
Added 897.07%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
177,990
shares
|
$40 Million
3.9% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Oak Associates LTD
Akron, OH |
Nov 12, 2024 Q3 2024 |
177,840
shares
|
$40 Million
2.07% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
176,743
shares
|
$39.7 Million
2.34% of portfolio
|
Q3 2024
Added 832.24%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
176,637
shares
|
$39.7 Million
3.6% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
175,577
shares
|
$39.5 Million
4.17% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
174,906
shares
|
$39.3 Million
0.5% of portfolio
|
Q3 2024
Added 6724.27%
|
|
|
Arnhold LLC
|
Nov 13, 2024 Q3 2024 |
174,410
shares
|
$39.2 Million
3.13% of portfolio
|
Q3 2024
Added 898.0%
|
|
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
Feb 03, 2025 Q4 2024 |
173,947
shares
|
$39.1 Million
11.78% of portfolio
|
Q4 2024
Added 403.48%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Jan 27, 2025 Q4 2024 |
173,340
shares
|
$39 Million
1.6% of portfolio
|
Q4 2024
Added 53.32%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
172,748
shares
|
$38.8 Million
0.67% of portfolio
|
Q3 2024
Added 918.02%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
172,652
shares
|
$38.8 Million
2.16% of portfolio
|
Q3 2024
Added 887.32%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
171,650
shares
|
$38.6 Million
5.58% of portfolio
|
Q4 2024
Reduced 3.66%
|