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 |
|---|---|---|---|---|---|
|
Red Cedar Investment Management, LLC
|
Jan 30, 2025 Q4 2024 |
56,575
shares
|
$12.7 Million
1.66% of portfolio
|
Q4 2024
Reduced 13.01%
|
|
|
Seaview Investment Managers LLC
|
Nov 13, 2024 Q3 2024 |
56,567
shares
|
$12.7 Million
2.96% of portfolio
|
Q3 2024
Added 834.37%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
56,388
shares
|
$12.7 Million
1.99% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
56,231
shares
|
$12.6 Million
0.36% of portfolio
|
Q3 2024
Added 662.25%
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
56,087
shares
|
$12.6 Million
3.93% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Feb 06, 2025 Q4 2024 |
55,856
shares
|
$12.6 Million
3.62% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Nov 14, 2024 Q3 2024 |
55,809
shares
|
$12.5 Million
0.93% of portfolio
|
Q3 2024
New holding
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 14, 2024 Q3 2024 |
55,685
shares
|
$12.5 Million
0.22% of portfolio
|
Q3 2024
Added 1341.12%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
55,676
shares
|
$12.5 Million
1.91% of portfolio
|
Q3 2024
Added 891.03%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
55,352
shares
|
$12.4 Million
0.47% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
55,142
shares
|
$12.4 Million
0.99% of portfolio
|
Q4 2024
Reduced 20.33%
|
|
|
Dupont Capital Management Corp
|
Jan 17, 2025 Q4 2024 |
55,124
shares
|
$12.4 Million
1.21% of portfolio
|
Q3 2024
Added 1306.22%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
55,010
shares
|
$12.4 Million
2.45% of portfolio
|
Q3 2024
Added 913.64%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
54,936
shares
|
$12.4 Million
0.36% of portfolio
|
Q3 2024
Added 906.71%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
54,838
shares
|
$12.3 Million
0.07% of portfolio
|
Q3 2024
Added 900.88%
|
|
|
Nicholas Company, Inc.
|
Feb 10, 2025 Q4 2024 |
54,783
shares
|
$12.3 Million
0.22% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
54,756
shares
|
$12.3 Million
1.06% of portfolio
|
Q3 2024
Added 4928.1%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 13, 2024 Q3 2024 |
54,730
shares
|
$12.3 Million
3.76% of portfolio
|
Q3 2024
Added 895.09%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
54,632
shares
|
$12.3 Million
0.95% of portfolio
|
Q4 2024
Reduced 28.83%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
54,503
shares
|
$12.3 Million
0.83% of portfolio
|
Q3 2024
Added 1014.58%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
54,460
shares
|
$12.2 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
54,241
shares
|
$12.2 Million
0.8% of portfolio
|
Q4 2024
Added 2169.5%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
53,897
shares
|
$12.1 Million
0.73% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Nov 13, 2024 Q3 2024 |
53,863
shares
|
$12.1 Million
0.69% of portfolio
|
Q3 2024
Added 904.16%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
53,830
shares
|
$12.1 Million
2.23% of portfolio
|
Q4 2024
Added 498.91%
|