Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 3,935 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 $694 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
38,900
shares
|
$9.02 Million
0.13% of portfolio
|
Q3 2024
Added 894.38%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
38,872
shares
|
$9.02 Million
0.52% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
38,723
shares
|
$8.98 Million
1.4% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
38,721
shares
|
$8.98 Million
4.2% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
38,665
shares
|
$8.97 Million
0.3% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Nov 21, 2024 Q3 2024 |
38,610
shares
|
$8.96 Million
1.17% of portfolio
|
Q3 2024
Added 762.02%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
38,507
shares
|
$8.93 Million
0.71% of portfolio
|
Q4 2024
Reduced 27.41%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
38,444
shares
|
$8.92 Million
0.97% of portfolio
|
Q3 2024
Added 1006.3%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
38,422
shares
|
$8.91 Million
4.8% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
38,323
shares
|
$8.89 Million
2.56% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Hilton Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
38,302
shares
|
$8.89 Million
0.54% of portfolio
|
Q3 2024
Added 1727.39%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
38,200
shares
|
$8.86 Million
3.17% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Hap Trading, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
38,189
shares
|
$8.86 Million
0.76% of portfolio
|
Q3 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
37,796
shares
|
$8.77 Million
2.73% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Jan 27, 2025 Q4 2024 |
37,513
shares
|
$8.7 Million
2.02% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Artemis Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
37,500
shares
|
$8.7 Million
1.41% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
37,498
shares
|
$8.7 Million
1.74% of portfolio
|
Q3 2024
Added 932.15%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
37,443
shares
|
$8.69 Million
1.42% of portfolio
|
Q3 2024
Added 934.62%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
37,441
shares
|
$8.69 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
37,289
shares
|
$8.65 Million
0.18% of portfolio
|
Q4 2024
Added 43.93%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
37,215
shares
|
$8.63 Million
0.35% of portfolio
|
Q3 2024
Added 2721.46%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
37,210
shares
|
$8.63 Million
0.44% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 12, 2024 Q3 2024 |
37,125
shares
|
$8.61 Million
2.75% of portfolio
|
Q3 2024
Added 909.11%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
37,019
shares
|
$8.59 Million
0.92% of portfolio
|
Q3 2024
Added 3594.51%
|
|
|
Alcosta Capital Management, Inc.
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
36,919
shares
|
$8.57 Million
3.81% of portfolio
|
Q3 2024
Added 906.79%
|