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 |
|---|---|---|---|---|---|
|
Torray LLC
|
Nov 05, 2024 Q3 2024 |
80,472
shares
|
$17.9 Million
2.05% of portfolio
|
Q3 2024
Added 946.72%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
80,459
shares
|
$17.9 Million
0.94% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
80,073
shares
|
$17.8 Million
0.74% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
79,812
shares
|
$17.8 Million
0.93% of portfolio
|
Q3 2024
Added 827.94%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
79,582
shares
|
$17.7 Million
0.3% of portfolio
|
Q4 2024
Reduced 17.42%
|
|
|
Ubs Oconnor LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
79,498
shares
|
$17.7 Million
0.94% of portfolio
|
Q3 2024
Added 542.15%
|
|
|
Savoie Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
79,290
shares
|
$17.6 Million
1.67% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
79,227
shares
|
$17.6 Million
0.47% of portfolio
|
Q3 2024
Added 915.34%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
78,977
shares
|
$17.6 Million
0.26% of portfolio
|
Q3 2024
Added 913.05%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
78,476
shares
|
$17.5 Million
0.57% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
78,325
shares
|
$17.4 Million
2.54% of portfolio
|
Q4 2024
Added 64.35%
|
|
|
La Fleur & Godfrey LLC
|
Jan 16, 2025 Q4 2024 |
78,265
shares
|
$17.4 Million
2.5% of portfolio
|
Q4 2024
Added 18.73%
|
|
|
Scott & Selber, Inc.
|
Nov 01, 2024 Q3 2024 |
78,085
shares
|
$17.4 Million
4.18% of portfolio
|
Q3 2024
Added 891.93%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
77,894
shares
|
$17.3 Million
0.38% of portfolio
|
Q4 2024
Added 43.56%
|
|
|
Hillman CO
|
Jan 21, 2025 Q4 2024 |
77,850
shares
|
$17.3 Million
8.92% of portfolio
|
Q4 2024
New holding
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
77,531
shares
|
$17.2 Million
5.52% of portfolio
|
Q3 2024
Added 890.05%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
77,194
shares
|
$17.2 Million
3.84% of portfolio
|
Q3 2024
Added 918.12%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
76,937
shares
|
$17.1 Million
1.02% of portfolio
|
Q3 2024
Added 889.67%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
76,424
shares
|
$17 Million
0.52% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
76,387
shares
|
$17 Million
2.74% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
75,933
shares
|
$16.9 Million
1.55% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
75,902
shares
|
$16.9 Million
0.3% of portfolio
|
Q3 2024
Added 1312.66%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
75,839
shares
|
$16.9 Million
0.65% of portfolio
|
Q4 2022
Added 1.84%
|
|
|
Eagle Capital Management, LLC
|
Jan 17, 2025 Q4 2024 |
75,518
shares
|
$16.8 Million
7.06% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
75,468
shares
|
$16.8 Million
2.54% of portfolio
|
Q3 2024
Added 961.43%
|