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 |
|---|---|---|---|---|---|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
36,881
shares
|
$8.56 Million
1.08% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
36,828
shares
|
$8.54 Million
1.69% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Matthews International Capital Management LLC
|
Jan 22, 2025 Q4 2024 |
36,808
shares
|
$8.54 Million
1.82% of portfolio
|
Q4 2024
Reduced 58.83%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
36,742
shares
|
$8.52 Million
0.65% of portfolio
|
Q3 2024
Added 870.21%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
36,708
shares
|
$8.52 Million
0.35% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Jan 29, 2025 Q4 2024 |
36,704
shares
|
$8.52 Million
1.64% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
36,513
shares
|
$8.47 Million
0.29% of portfolio
|
Q3 2024
Added 831.93%
|
|
|
Lazard Freres Gestion S.A.S.
|
Nov 13, 2024 Q3 2024 |
36,500
shares
|
$8.47 Million
0.13% of portfolio
|
Q3 2024
Added 1821.05%
|
|
|
Insight Holdings Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
36,400
shares
|
$8.44 Million
0.28% of portfolio
|
Q3 2024
Added 940.0%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
36,341
shares
|
$8.43 Million
0.7% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
36,327
shares
|
$8.43 Million
0.32% of portfolio
|
Q4 2024
Reduced 86.36%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
36,258
shares
|
$8.41 Million
0.23% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
36,189
shares
|
$8.4 Million
0.42% of portfolio
|
Q3 2024
Added 1388.65%
|
|
|
Elite Wealth Management, Inc.
|
Feb 03, 2025 Q4 2024 |
36,179
shares
|
$8.39 Million
2.07% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
36,115
shares
|
$8.38 Million
1.48% of portfolio
|
Q3 2024
Added 911.62%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
36,098
shares
|
$8.37 Million
1.93% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
36,086
shares
|
$8.37 Million
1.26% of portfolio
|
Q3 2024
Added 757.15%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
36,076
shares
|
$8.37 Million
1.06% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
36,050
shares
|
$8.36 Million
0.75% of portfolio
|
Q4 2024
Added 7.48%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
36,003
shares
|
$8.35 Million
1.6% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
36,000
shares
|
$8.35 Million
0.63% of portfolio
|
Q4 2024
Added 32.33%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
35,920
shares
|
$8.33 Million
0.2% of portfolio
|
Q3 2024
Added 910.69%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
35,920
shares
|
$8.33 Million
0.02% of portfolio
|
Q3 2024
Added 91.28%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
35,825
shares
|
$8.31 Million
0.66% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
35,816
shares
|
$8.31 Million
1.38% of portfolio
|
Q4 2024
Added 9.99%
|