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 |
|---|---|---|---|---|---|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
145,517
shares
|
$32.4 Million
0.31% of portfolio
|
Q3 2024
Added 1299.87%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
145,389
shares
|
$32.3 Million
1.66% of portfolio
|
Q3 2024
Added 3763.65%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
144,851
shares
|
$32.2 Million
0.64% of portfolio
|
Q4 2024
Added 30.05%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
144,304
shares
|
$32.1 Million
0.9% of portfolio
|
Q4 2024
Added 24.02%
|
|
|
Berkley W R Corp
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
144,300
shares
|
$32.1 Million
1.61% of portfolio
|
Q3 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
144,287
shares
|
$32.1 Million
6.6% of portfolio
|
Q4 2024
Reduced 10.52%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
143,564
shares
|
$31.9 Million
0.85% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
143,438
shares
|
$31.9 Million
1.0% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
142,709
shares
|
$31.7 Million
0.17% of portfolio
|
Q3 2024
Reduced 10.1%
|
|
|
Rheos Capital Works Inc.
|
Jan 24, 2025 Q4 2024 |
142,000
shares
|
$31.6 Million
1.82% of portfolio
|
Q4 2024
Added 97.22%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
141,934
shares
|
$31.6 Million
0.35% of portfolio
|
Q3 2024
Added 1049.17%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
141,340
shares
|
$31.4 Million
1.93% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
141,235
shares
|
$31.4 Million
0.34% of portfolio
|
Q4 2024
Added 14.52%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
140,084
shares
|
$31.2 Million
2.21% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Cardinal Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
139,335
shares
|
$31 Million
1.39% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
139,168
shares
|
$31 Million
0.47% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Point72 Italy, S.R.L.
Milan, L6 |
Nov 14, 2024 Q3 2024 |
138,852
shares
|
$30.9 Million
7.84% of portfolio
|
Q3 2024
Added 1477.86%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
138,687
shares
|
$30.8 Million
0.68% of portfolio
|
Q3 2024
Added 624.82%
|
|
|
Bdf Gestion
Paris, I0 |
Jan 17, 2025 Q4 2024 |
138,490
shares
|
$30.8 Million
2.96% of portfolio
|
Q4 2024
Reduced 11.49%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
138,371
shares
|
$30.8 Million
1.12% of portfolio
|
Q3 2024
Added 376.55%
|
|
|
Ccm Investment Advisers LLC
|
Jan 10, 2025 Q4 2024 |
137,905
shares
|
$30.7 Million
3.58% of portfolio
|
Q4 2024
Reduced 6.23%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
137,339
shares
|
$30.5 Million
1.44% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
136,929
shares
|
$30.5 Million
1.03% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
136,802
shares
|
$30.4 Million
2.23% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
136,783
shares
|
$30.4 Million
0.23% of portfolio
|
Q3 2024
Added 904.94%
|