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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
65,335
shares
|
$14.5 Million
0.56% of portfolio
|
Q3 2024
Added 866.07%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
65,333
shares
|
$14.5 Million
1.69% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
65,266
shares
|
$14.5 Million
0.11% of portfolio
|
Q3 2024
Added 1387.37%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
65,256
shares
|
$14.5 Million
2.39% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
65,140
shares
|
$14.5 Million
0.03% of portfolio
|
Q3 2024
Added 894.35%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
64,924
shares
|
$14.4 Million
1.87% of portfolio
|
Q3 2024
Added 913.8%
|
|
|
Bay Rivers Group
|
Jan 22, 2025 Q4 2024 |
64,483
shares
|
$14.3 Million
7.38% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
64,300
shares
|
$14.3 Million
0.83% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
64,295
shares
|
$14.3 Million
4.1% of portfolio
|
Q3 2024
Added 879.06%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Oct 10, 2024 Q3 2024 |
64,286
shares
|
$14.3 Million
3.99% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Premier Fund Managers LTD
|
Nov 08, 2024 Q3 2024 |
64,248
shares
|
$14.3 Million
0.39% of portfolio
|
Q3 2024
Added 357.97%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
64,235
shares
|
$14.3 Million
0.6% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
64,126
shares
|
$14.3 Million
0.12% of portfolio
|
Q4 2024
Added 17.52%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
63,868
shares
|
$14.2 Million
3.54% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Kendall Capital Management
|
Nov 08, 2024 Q3 2024 |
63,670
shares
|
$14.2 Million
3.48% of portfolio
|
Q3 2024
Added 882.41%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
63,328
shares
|
$14.1 Million
2.01% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
63,264
shares
|
$14.1 Million
1.2% of portfolio
|
Q4 2024
Reduced 41.43%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
63,213
shares
|
$14.1 Million
1.09% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
63,000
shares
|
$14 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
62,943
shares
|
$14 Million
0.39% of portfolio
|
Q3 2024
Added 933.04%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
62,594
shares
|
$13.9 Million
0.85% of portfolio
|
Q4 2024
Reduced 10.91%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jan 27, 2025 Q4 2024 |
62,481
shares
|
$13.9 Million
5.06% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
62,439
shares
|
$13.9 Million
0.62% of portfolio
|
Q3 2024
Added 996.38%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
62,433
shares
|
$13.9 Million
1.64% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
61,990
shares
|
$13.8 Million
0.3% of portfolio
|
Q4 2024
Added 2.39%
|