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 |
|---|---|---|---|---|---|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
157,469
shares
|
$35.4 Million
1.0% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
157,447
shares
|
$35.4 Million
2.3% of portfolio
|
Q4 2024
Reduced 9.67%
|
|
|
Generate Investment Management LTD
Auckland, Q2 |
Jan 28, 2025 Q4 2024 |
157,435
shares
|
$35.4 Million
2.55% of portfolio
|
Q4 2024
Reduced 17.02%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2024 Q3 2024 |
156,619
shares
|
$35.2 Million
0.84% of portfolio
|
Q3 2024
Added 829.16%
|
|
|
Ctf Capital Management, LP
Old Greenwich, CT |
Nov 14, 2024 Q3 2024 |
155,471
shares
|
$35 Million
14.28% of portfolio
|
Q3 2024
Added 460.86%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
154,560
shares
|
$34.8 Million
1.11% of portfolio
|
Q3 2024
Added 881.77%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
153,273
shares
|
$34.5 Million
0.46% of portfolio
|
Q3 2024
Added 948.09%
|
|
|
Sienna Gestion
Paris, I0 |
Nov 14, 2024 Q3 2024 |
153,255
shares
|
$34.5 Million
1.76% of portfolio
|
Q3 2024
Added 1160.22%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
152,944
shares
|
$34.4 Million
3.68% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
152,886
shares
|
$34.4 Million
3.67% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
152,491
shares
|
$34.3 Million
0.89% of portfolio
|
Q4 2024
Added 45.44%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
152,414
shares
|
$34.3 Million
0.51% of portfolio
|
Q4 2024
Added 500.76%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
152,217
shares
|
$34.2 Million
0.4% of portfolio
|
Q4 2024
Reduced 11.09%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
151,689
shares
|
$34.1 Million
0.31% of portfolio
|
Q3 2024
Added 4460.7%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
151,627
shares
|
$34.1 Million
1.08% of portfolio
|
Q3 2024
Added 1377.85%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
151,198
shares
|
$34 Million
0.61% of portfolio
|
Q4 2024
Reduced 10.05%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
151,145
shares
|
$34 Million
0.55% of portfolio
|
Q3 2024
Added 2954.67%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
151,061
shares
|
$34 Million
3.93% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
150,629
shares
|
$33.9 Million
1.84% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
150,308
shares
|
$33.8 Million
0.36% of portfolio
|
Q4 2024
Added 14.98%
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
148,981
shares
|
$33.5 Million
3.82% of portfolio
|
Q4 2024
Reduced 17.64%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
148,774
shares
|
$33.5 Million
0.41% of portfolio
|
Q3 2024
Added 870.73%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
147,604
shares
|
$33.2 Million
5.85% of portfolio
|
Q4 2024
Reduced 11.45%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
147,530
shares
|
$33.2 Million
0.6% of portfolio
|
Q3 2024
Added 964.2%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 13, 2024 Q3 2024 |
147,497
shares
|
$33.2 Million
3.82% of portfolio
|
Q2 2024
Reduced 0.36%
|