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 |
|---|---|---|---|---|---|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
46,796
shares
|
$10.4 Million
1.47% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
46,713
shares
|
$10.4 Million
1.75% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
46,640
shares
|
$10.4 Million
0.63% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Robeco Schweiz Ag
|
Feb 04, 2025 Q4 2024 |
46,600
shares
|
$10.4 Million
0.26% of portfolio
|
Q4 2024
Added 47.47%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
46,561
shares
|
$10.4 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
46,446
shares
|
$10.3 Million
1.88% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Efg Asset Management (North America) Corp.
|
Nov 12, 2024 Q3 2024 |
46,254
shares
|
$10.3 Million
1.36% of portfolio
|
Q3 2024
Added 858.83%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
46,140
shares
|
$10.3 Million
0.7% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
46,015
shares
|
$10.2 Million
1.74% of portfolio
|
Q3 2024
Added 909.99%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
46,015
shares
|
$10.2 Million
1.77% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Telligent Fund, LP
Hong Kong, K3 |
Jan 27, 2025 Q4 2024 |
46,000
shares
|
$10.2 Million
10.15% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
45,781
shares
|
$10.2 Million
0.67% of portfolio
|
Q3 2024
Added 975.68%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
45,382
shares
|
$10.1 Million
0.58% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Thames Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
45,306
shares
|
$10.1 Million
2.67% of portfolio
|
Q3 2024
Added 22218.23%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
45,260
shares
|
$10.1 Million
0.72% of portfolio
|
Q1 2024
Added 39.05%
|
|
|
Wright Investors Service Inc
|
Jan 13, 2025 Q4 2024 |
45,200
shares
|
$10.1 Million
3.46% of portfolio
|
Q4 2024
Reduced 11.33%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
45,110
shares
|
$10 Million
0.93% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
45,097
shares
|
$10 Million
0.68% of portfolio
|
Q4 2024
Reduced 10.33%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 13, 2024 Q3 2024 |
45,055
shares
|
$10 Million
0.06% of portfolio
|
Q3 2024
Added 844.75%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
45,005
shares
|
$10 Million
0.14% of portfolio
|
Q3 2024
Added 822.99%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
44,911
shares
|
$9.99 Million
1.13% of portfolio
|
Q3 2024
Added 786.87%
|
|
|
Convergence Investment Partners, LLC
|
Jan 31, 2025 Q4 2024 |
44,797
shares
|
$9.96 Million
2.41% of portfolio
|
Q4 2024
Reduced 11.46%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
44,646
shares
|
$9.93 Million
3.18% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
44,400
shares
|
$9.88 Million
0.61% of portfolio
|
Q3 2024
Added 1240.98%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
44,333
shares
|
$9.86 Million
0.99% of portfolio
|
Q4 2024
Added 9.71%
|