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 |
|---|---|---|---|---|---|
|
Vantage Investment Partners, LLC
|
Jan 22, 2025 Q4 2024 |
86,140
shares
|
$19.2 Million
1.74% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
85,308
shares
|
$19 Million
1.26% of portfolio
|
Q4 2024
Added 44.05%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
85,250
shares
|
$19 Million
0.94% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
84,892
shares
|
$18.9 Million
0.38% of portfolio
|
Q3 2024
Added 951.29%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
84,831
shares
|
$18.9 Million
1.76% of portfolio
|
Q3 2024
Added 1129.08%
|
|
|
Ardsley Advisory Partners LP
Stamford, CT |
Nov 14, 2024 Q3 2024 |
84,500
shares
|
$18.8 Million
2.59% of portfolio
|
Q3 2024
New holding
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
83,764
shares
|
$18.6 Million
2.96% of portfolio
|
Q4 2024
Added 9.73%
|
|
|
Marsico Capital Management LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
83,584
shares
|
$18.6 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Kp Management LLC
Edina, MN |
Oct 24, 2024 Q3 2024 |
83,500
shares
|
$18.6 Million
4.64% of portfolio
|
Q3 2024
Added 827.78%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 13, 2025 Q4 2024 |
83,445
shares
|
$18.6 Million
2.85% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
83,358
shares
|
$18.5 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
83,178
shares
|
$18.5 Million
1.0% of portfolio
|
Q3 2024
Added 1073.84%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
82,873
shares
|
$18.4 Million
2.1% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
82,404
shares
|
$18.3 Million
0.57% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
82,265
shares
|
$18.3 Million
0.33% of portfolio
|
Q4 2024
Added 8.54%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
81,711
shares
|
$18.2 Million
0.31% of portfolio
|
Q3 2024
Added 1133.19%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
81,601
shares
|
$18.2 Million
0.62% of portfolio
|
Q3 2024
Added 1162.98%
|
|
|
Greystone Financial Group, LLC
|
Feb 03, 2025 Q4 2024 |
81,462
shares
|
$18.1 Million
3.33% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
81,378
shares
|
$18.1 Million
3.62% of portfolio
|
Q3 2024
Added 889.04%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
80,962
shares
|
$18 Million
0.9% of portfolio
|
Q3 2024
Added 515.03%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
80,937
shares
|
$18 Million
5.46% of portfolio
|
Q3 2024
Added 893.46%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
80,875
shares
|
$18 Million
0.29% of portfolio
|
Q3 2024
Added 52759.48%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
80,531
shares
|
$17.9 Million
1.14% of portfolio
|
Q2 2023
Reduced 27.39%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
80,501
shares
|
$17.9 Million
1.0% of portfolio
|
Q3 2024
Added 725.65%
|
|
|
Torray LLC
|
Nov 05, 2024 Q3 2024 |
80,472
shares
|
$17.9 Million
2.05% of portfolio
|
Q3 2024
Added 946.72%
|