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 |
|---|---|---|---|---|---|
|
Geneva Partners, LLC
|
Jan 27, 2025 Q4 2024 |
61,801
shares
|
$13.7 Million
5.96% of portfolio
|
Q4 2024
Reduced 9.13%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
61,741
shares
|
$13.7 Million
3.78% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
61,710
shares
|
$13.7 Million
1.36% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Denali Advisors LLC
|
Feb 04, 2025 Q4 2024 |
61,406
shares
|
$13.7 Million
1.53% of portfolio
|
Q4 2024
Added 14.6%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
61,164
shares
|
$13.6 Million
5.57% of portfolio
|
Q3 2024
Added 795.78%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
61,115
shares
|
$13.6 Million
0.52% of portfolio
|
Q3 2024
Added 935.15%
|
|
|
Nicholas Company, Inc.
|
Nov 12, 2024 Q3 2024 |
61,100
shares
|
$13.6 Million
0.18% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
61,019
shares
|
$13.6 Million
0.46% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Ttp Investments, Inc.
|
Jan 21, 2025 Q4 2024 |
60,649
shares
|
$13.5 Million
5.88% of portfolio
|
Q4 2024
Added 71.72%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
60,351
shares
|
$13.4 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
60,331
shares
|
$13.4 Million
0.36% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
60,267
shares
|
$13.4 Million
1.97% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
60,259
shares
|
$13.4 Million
0.07% of portfolio
|
Q3 2024
Added 1118.09%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
60,140
shares
|
$13.4 Million
1.27% of portfolio
|
Q3 2024
Added 859.32%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
59,962
shares
|
$13.3 Million
0.86% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
59,914
shares
|
$13.3 Million
3.94% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
59,628
shares
|
$13.3 Million
1.44% of portfolio
|
Q3 2024
Added 955.36%
|
|
|
Westwood Wealth Management
|
Nov 12, 2024 Q3 2024 |
59,500
shares
|
$13.2 Million
4.05% of portfolio
|
Q3 2024
Added 986.76%
|
|
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
Nov 08, 2024 Q3 2024 |
59,363
shares
|
$13.2 Million
5.61% of portfolio
|
Q3 2024
Added 1959.07%
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
59,277
shares
|
$13.2 Million
6.47% of portfolio
|
Q3 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
59,273
shares
|
$13.2 Million
3.52% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
59,218
shares
|
$13.2 Million
0.35% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
59,189
shares
|
$13.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 21, 2025 Q4 2024 |
59,006
shares
|
$13.1 Million
1.41% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
58,987
shares
|
$13.1 Million
1.46% of portfolio
|
Q4 2024
Reduced 4.52%
|