Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 3,970 institutions that hold shares in the stock, with a total of 3 Billion shares, which have been reported (via 13F filing form) to have a value of $675 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
59,914
shares
|
$13.5 Million
3.94% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
59,628
shares
|
$13.4 Million
1.44% of portfolio
|
Q3 2024
Added 955.36%
|
|
|
Westwood Wealth Management
|
Nov 12, 2024 Q3 2024 |
59,500
shares
|
$13.4 Million
4.05% of portfolio
|
Q3 2024
Added 986.76%
|
|
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
Feb 10, 2025 Q4 2024 |
59,363
shares
|
$13.3 Million
4.94% of portfolio
|
Q3 2024
Added 1959.07%
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
59,277
shares
|
$13.3 Million
6.47% of portfolio
|
Q3 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
59,273
shares
|
$13.3 Million
3.52% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
59,218
shares
|
$13.3 Million
0.35% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
59,189
shares
|
$13.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 21, 2025 Q4 2024 |
59,006
shares
|
$13.3 Million
1.41% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
58,999
shares
|
$13.3 Million
0.69% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
58,987
shares
|
$13.3 Million
1.46% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Nov 14, 2024 Q3 2024 |
58,842
shares
|
$13.2 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
58,833
shares
|
$13.2 Million
1.02% of portfolio
|
Q3 2024
Added 902.27%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
58,819
shares
|
$13.2 Million
0.66% of portfolio
|
Q3 2024
Added 1036.6%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
58,475
shares
|
$13.1 Million
1.68% of portfolio
|
Q4 2024
Added 7.07%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
58,388
shares
|
$13.1 Million
0.86% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
58,102
shares
|
$13.1 Million
3.86% of portfolio
|
Q4 2024
Added 1159.53%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
57,896
shares
|
$13 Million
0.11% of portfolio
|
Q3 2022
Added 3.4%
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
57,867
shares
|
$13 Million
4.06% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Feb 10, 2025 Q4 2024 |
57,842
shares
|
$13 Million
0.49% of portfolio
|
Q4 2024
Added 12.63%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
57,334
shares
|
$12.9 Million
0.4% of portfolio
|
Q4 2024
Reduced 10.08%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
57,208
shares
|
$12.9 Million
1.55% of portfolio
|
Q1 2023
Added 0.22%
|
|
|
Stony Point Capital LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
57,198
shares
|
$12.9 Million
2.42% of portfolio
|
Q3 2024
Added 924.5%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
56,853
shares
|
$12.8 Million
3.42% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
56,634
shares
|
$12.7 Million
0.03% of portfolio
|
Q3 2024
Added 1043.43%
|