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 |
|---|---|---|---|---|---|
|
Deltec Asset Management LLC
|
Jan 27, 2025 Q4 2024 |
113,039
shares
|
$25.1 Million
5.59% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
112,974
shares
|
$25.1 Million
2.8% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Elk River Wealth Management, LLC
|
Feb 03, 2025 Q4 2024 |
112,455
shares
|
$25 Million
4.82% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
112,044
shares
|
$24.9 Million
4.61% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
111,802
shares
|
$24.9 Million
0.55% of portfolio
|
Q4 2024
Added 14.24%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
111,238
shares
|
$24.7 Million
0.47% of portfolio
|
Q4 2024
Added 79.26%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
110,800
shares
|
$24.6 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
110,713
shares
|
$24.6 Million
1.01% of portfolio
|
Q3 2024
Added 894.9%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
110,703
shares
|
$24.6 Million
1.55% of portfolio
|
Q3 2024
Added 881.41%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Nov 07, 2024 Q3 2024 |
110,480
shares
|
$24.6 Million
10.53% of portfolio
|
Q3 2024
Added 903.72%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
110,157
shares
|
$24.5 Million
2.81% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
109,875
shares
|
$24.4 Million
1.58% of portfolio
|
Q4 2022
Added 0.08%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
109,390
shares
|
$24.3 Million
0.46% of portfolio
|
Q3 2022
Reduced 2.68%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2024 Q3 2024 |
109,337
shares
|
$24.3 Million
1.65% of portfolio
|
Q3 2024
Added 966.91%
|
|
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
Nov 06, 2024 Q3 2024 |
109,000
shares
|
$24.2 Million
1.78% of portfolio
|
Q3 2024
New holding
|
|
|
Consolidated Investment Group LLC
|
Jan 21, 2025 Q4 2024 |
108,740
shares
|
$24.2 Million
3.53% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
108,558
shares
|
$24.1 Million
2.97% of portfolio
|
Q4 2024
Added 91.0%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
108,527
shares
|
$24.1 Million
1.09% of portfolio
|
Q4 2024
Reduced 10.88%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
108,354
shares
|
$24.1 Million
1.18% of portfolio
|
Q4 2024
Added 57.78%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
108,345
shares
|
$24.1 Million
0.68% of portfolio
|
Q3 2024
Added 770.31%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
108,104
shares
|
$24 Million
0.53% of portfolio
|
Q3 2024
Added 1034.47%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
107,798
shares
|
$24 Million
2.96% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
107,710
shares
|
$24 Million
1.1% of portfolio
|
Q3 2024
Added 172.43%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
107,635
shares
|
$23.9 Million
0.99% of portfolio
|
Q3 2024
Added 4792.5%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
107,502
shares
|
$23.9 Million
1.09% of portfolio
|
Q4 2024
Added 0.88%
|