Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 3,918 institutions that hold shares in the stock, with a total of 2.99 Billion shares, which have been reported (via 13F filing form) to have a value of $664 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
170,177
shares
|
$37.9 Million
4.85% of portfolio
|
Q4 2024
New holding
|
|
|
Junto Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
169,085
shares
|
$37.6 Million
0.67% of portfolio
|
Q3 2024
New holding
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
168,911
shares
|
$37.6 Million
1.04% of portfolio
|
Q4 2024
Added 5.6%
|
|
|
Ars Investment Partners, LLC
|
Jan 16, 2025 Q4 2024 |
168,703
shares
|
$37.5 Million
4.13% of portfolio
|
Q4 2024
Reduced 10.63%
|
|
|
Carmel Capital Management L.L.C.
|
Jan 21, 2025 Q4 2024 |
167,575
shares
|
$37.3 Million
15.45% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
166,547
shares
|
$37 Million
1.43% of portfolio
|
Q3 2024
Added 859.15%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Feb 03, 2025 Q4 2024 |
166,430
shares
|
$37 Million
2.9% of portfolio
|
Q4 2024
Added 67.17%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
165,766
shares
|
$36.9 Million
2.08% of portfolio
|
Q3 2024
Added 863.31%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
165,612
shares
|
$36.8 Million
0.66% of portfolio
|
Q3 2024
Added 1375.65%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
164,864
shares
|
$36.7 Million
1.98% of portfolio
|
Q4 2024
Added 9.34%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
164,651
shares
|
$36.6 Million
0.59% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Digital Bridge Group, Inc.
Boca Raton, FL |
Nov 12, 2024 Q3 2024 |
164,181
shares
|
$36.5 Million
2.29% of portfolio
|
Q3 2024
Added 1392.83%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
162,323
shares
|
$36.1 Million
2.78% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Jan 22, 2025 Q4 2024 |
161,187
shares
|
$35.9 Million
2.75% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
160,706
shares
|
$35.7 Million
1.71% of portfolio
|
Q3 2024
Added 896.81%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
160,676
shares
|
$35.7 Million
1.54% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
160,661
shares
|
$35.7 Million
2.8% of portfolio
|
Q3 2024
Added 788.51%
|
|
|
Franklin Street Advisors Inc
|
Jan 10, 2025 Q4 2024 |
160,264
shares
|
$35.6 Million
2.47% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Alta Park Capital, LP
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
160,007
shares
|
$35.6 Million
3.65% of portfolio
|
Q3 2024
New holding
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
160,000
shares
|
$35.6 Million
3.17% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
159,774
shares
|
$35.5 Million
1.21% of portfolio
|
Q3 2024
Added 817.5%
|
|
|
Copeland Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
159,678
shares
|
$35.5 Million
0.71% of portfolio
|
Q4 2024
Reduced 20.96%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
159,127
shares
|
$35.4 Million
0.06% of portfolio
|
Q3 2024
Added 1001.07%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
157,469
shares
|
$35 Million
1.0% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
157,447
shares
|
$35 Million
2.3% of portfolio
|
Q4 2024
Reduced 9.67%
|