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 |
|---|---|---|---|---|---|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
31,824
shares
|
$7.38 Million
0.23% of portfolio
|
Q3 2024
Added 1323.26%
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
31,761
shares
|
$7.37 Million
3.87% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 04, 2024 Q3 2024 |
31,548
shares
|
$7.32 Million
1.35% of portfolio
|
Q3 2024
Added 887.73%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
31,465
shares
|
$7.3 Million
2.74% of portfolio
|
Q4 2024
Added 17.47%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
31,386
shares
|
$7.28 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Decatur Capital Management, Inc.
Decatur, GA |
Nov 26, 2024 Q3 2024 |
31,381
shares
|
$7.28 Million
2.5% of portfolio
|
Q3 2024
Added 891.19%
|
|
|
Promethos Capital, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
31,340
shares
|
$7.27 Million
1.93% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 19, 2024 Q2 2024 |
31,313
shares
|
$7.26 Million
1.25% of portfolio
|
Q2 2024
Reduced 28.24%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
31,254
shares
|
$7.25 Million
4.05% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Jan 21, 2025 Q4 2024 |
31,200
shares
|
$7.24 Million
5.8% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
31,121
shares
|
$7.22 Million
1.81% of portfolio
|
Q4 2024
Added 19.36%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
31,069
shares
|
$7.21 Million
3.53% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
31,043
shares
|
$7.2 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
30,955
shares
|
$7.18 Million
0.45% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Boston Partners
Boston, MA |
Nov 12, 2024 Q3 2024 |
30,931
shares
|
$7.18 Million
0.01% of portfolio
|
Q3 2024
Added 892.01%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
30,906
shares
|
$7.17 Million
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Stoneridge Investment Partners LLC
|
Jan 28, 2025 Q4 2024 |
30,697
shares
|
$7.12 Million
2.54% of portfolio
|
Q3 2024
Added 1099.57%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
30,627
shares
|
$7.11 Million
1.14% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Nov 13, 2024 Q3 2024 |
30,423
shares
|
$7.06 Million
3.32% of portfolio
|
Q3 2024
Added 962.26%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
30,354
shares
|
$7.04 Million
1.55% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
30,281
shares
|
$7.03 Million
1.08% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
30,268
shares
|
$7.02 Million
0.77% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
30,256
shares
|
$7.02 Million
0.1% of portfolio
|
Q3 2024
Added 847.57%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
30,224
shares
|
$7.01 Million
4.46% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
30,200
shares
|
$7.01 Million
0.34% of portfolio
|
Q3 2024
Added 885.96%
|