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 |
|---|---|---|---|---|---|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
75,188
shares
|
$16.7 Million
1.75% of portfolio
|
Q3 2024
Added 926.6%
|
|
|
Davidson Kempner Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
75,000
shares
|
$16.7 Million
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Mane Global Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
75,000
shares
|
$16.7 Million
0.91% of portfolio
|
Q3 2024
New holding
|
|
|
Reliant Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
74,865
shares
|
$16.7 Million
8.1% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
74,330
shares
|
$16.5 Million
0.83% of portfolio
|
Q4 2024
Added 11.51%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
74,264
shares
|
$16.5 Million
1.1% of portfolio
|
Q3 2024
Added 953.99%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 04, 2024 Q3 2024 |
74,145
shares
|
$16.5 Million
5.47% of portfolio
|
Q3 2024
Added 898.18%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
73,550
shares
|
$16.4 Million
0.47% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
73,291
shares
|
$16.3 Million
0.31% of portfolio
|
Q4 2024
Added 30.74%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
73,077
shares
|
$16.3 Million
1.33% of portfolio
|
Q3 2024
Added 934.21%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
72,831
shares
|
$16.2 Million
1.36% of portfolio
|
Q3 2024
Added 931.89%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
71,962
shares
|
$16 Million
0.79% of portfolio
|
Q3 2024
Added 794.94%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
71,900
shares
|
$16 Million
3.3% of portfolio
|
Q4 2024
Added 29.28%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
71,802
shares
|
$16 Million
0.53% of portfolio
|
Q4 2024
Added 17.41%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Jan 27, 2025 Q4 2024 |
71,693
shares
|
$15.9 Million
8.35% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
71,431
shares
|
$15.9 Million
0.2% of portfolio
|
Q3 2024
Added 27.04%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
71,274
shares
|
$15.9 Million
0.36% of portfolio
|
Q3 2024
Added 956.07%
|
|
|
Paradiem, LLC
|
Jan 17, 2025 Q4 2024 |
70,962
shares
|
$15.8 Million
4.44% of portfolio
|
Q4 2024
Reduced 10.23%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
70,838
shares
|
$15.8 Million
0.29% of portfolio
|
Q3 2024
Added 932.47%
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
70,697
shares
|
$15.7 Million
2.62% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
70,370
shares
|
$15.7 Million
1.7% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
70,318
shares
|
$15.6 Million
0.09% of portfolio
|
Q3 2024
Added 941.9%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2024 Q3 2024 |
70,220
shares
|
$15.6 Million
0.51% of portfolio
|
Q3 2024
Added 399.18%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
70,099
shares
|
$15.6 Million
1.27% of portfolio
|
Q2 2024
New holding
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
69,748
shares
|
$15.5 Million
1.08% of portfolio
|
Q4 2024
Reduced 0.93%
|