Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 4,255 institutions that hold shares in the stock, with a total of 3.12 Billion shares, which have been reported (via 13F filing form) to have a value of $609 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adapt Investment Managers Sa
Geneva, V8 |
Feb 14, 2025 Q4 2024 |
148,970
shares
|
$29.1 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Feb 11, 2025 Q4 2024 |
148,296
shares
|
$29 Million
0.77% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
147,604
shares
|
$28.9 Million
5.85% of portfolio
|
Q4 2024
Reduced 11.45%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Feb 12, 2025 Q4 2024 |
146,897
shares
|
$28.7 Million
2.98% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
146,821
shares
|
$28.7 Million
1.41% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jan 23, 2025 Q4 2024 |
145,594
shares
|
$28.5 Million
3.27% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Feb 14, 2025 Q4 2024 |
145,151
shares
|
$28.4 Million
1.08% of portfolio
|
Q4 2024
Reduced 7.32%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
144,851
shares
|
$28.3 Million
0.64% of portfolio
|
Q4 2024
Added 30.05%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
144,304
shares
|
$28.2 Million
0.9% of portfolio
|
Q4 2024
Added 24.02%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
144,287
shares
|
$28.2 Million
6.6% of portfolio
|
Q4 2024
Reduced 10.52%
|
|
|
Moore Capital Management, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
144,090
shares
|
$28.2 Million
0.43% of portfolio
|
Q4 2024
Reduced 23.11%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
143,835
shares
|
$28.1 Million
0.26% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
143,438
shares
|
$28.1 Million
1.0% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
142,766
shares
|
$27.9 Million
0.78% of portfolio
|
Q4 2024
Reduced 17.36%
|
|
|
Rheos Capital Works Inc.
|
Jan 24, 2025 Q4 2024 |
142,000
shares
|
$27.8 Million
1.82% of portfolio
|
Q4 2024
Added 97.22%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
141,952
shares
|
$27.8 Million
1.15% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
141,473
shares
|
$27.7 Million
0.43% of portfolio
|
Q4 2024
Added 24.6%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
141,340
shares
|
$27.6 Million
1.93% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
141,235
shares
|
$27.6 Million
0.34% of portfolio
|
Q4 2024
Added 14.52%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
141,152
shares
|
$27.6 Million
1.62% of portfolio
|
Q4 2024
Reduced 7.93%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
140,100
shares
|
$27.4 Million
0.32% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
140,084
shares
|
$27.4 Million
2.21% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Cardinal Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
139,335
shares
|
$27.2 Million
1.39% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
139,168
shares
|
$27.2 Million
0.47% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
138,706
shares
|
$27.1 Million
0.47% of portfolio
|
Q4 2024
Reduced 2.27%
|