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 |
|---|---|---|---|---|---|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
51,576
shares
|
$11.5 Million
3.54% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
51,562
shares
|
$11.5 Million
5.41% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Jan 13, 2025 Q4 2024 |
51,551
shares
|
$11.5 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Rba Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
51,499
shares
|
$11.5 Million
4.55% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
51,373
shares
|
$11.4 Million
1.13% of portfolio
|
Q3 2024
Added 836.95%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Nov 12, 2024 Q3 2024 |
51,358
shares
|
$11.4 Million
0.34% of portfolio
|
Q3 2024
Added 1162.8%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
51,266
shares
|
$11.4 Million
0.92% of portfolio
|
Q1 2023
Reduced 2.96%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
50,614
shares
|
$11.3 Million
0.72% of portfolio
|
Q3 2024
Added 893.8%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jan 23, 2025 Q4 2024 |
50,305
shares
|
$11.2 Million
2.69% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
50,290
shares
|
$11.2 Million
0.99% of portfolio
|
Q3 2024
Added 1103.97%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
50,287
shares
|
$11.2 Million
0.59% of portfolio
|
Q4 2024
Added 15.59%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
50,228
shares
|
$11.2 Million
0.62% of portfolio
|
Q4 2024
Added 10.61%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
50,214
shares
|
$11.2 Million
2.64% of portfolio
|
Q3 2024
Added 1057.0%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
50,152
shares
|
$11.2 Million
0.42% of portfolio
|
Q4 2024
Reduced 7.24%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jan 28, 2025 Q4 2024 |
50,059
shares
|
$11.1 Million
0.21% of portfolio
|
Q4 2024
Added 38.81%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
50,052
shares
|
$11.1 Million
2.13% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
50,032
shares
|
$11.1 Million
0.42% of portfolio
|
Q4 2024
Added 132.08%
|
|
|
Exor Capital LLP
London, X0 |
Feb 04, 2025 Q4 2024 |
50,000
shares
|
$11.1 Million
0.34% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
49,947
shares
|
$11.1 Million
0.55% of portfolio
|
Q4 2024
Reduced 18.36%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
49,861
shares
|
$11.1 Million
0.71% of portfolio
|
Q3 2024
Added 995.12%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
49,803
shares
|
$11.1 Million
0.97% of portfolio
|
Q4 2024
Reduced 99.4%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
49,786
shares
|
$11.1 Million
0.6% of portfolio
|
Q3 2024
Added 904.56%
|
|
|
Vancity Investment Management LTD
Vancouver, A1 |
Nov 14, 2024 Q3 2024 |
49,743
shares
|
$11.1 Million
1.03% of portfolio
|
Q3 2024
Added 330.68%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
49,610
shares
|
$11 Million
0.05% of portfolio
|
Q3 2024
Added 961.4%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
49,272
shares
|
$11 Million
2.34% of portfolio
|
Q3 2024
Added 939.71%
|