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 |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
30,072
shares
|
$6.98 Million
1.87% of portfolio
|
Q4 2024
Added 8.14%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
30,072
shares
|
$6.98 Million
3.48% of portfolio
|
Q4 2024
Reduced 8.83%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
30,068
shares
|
$6.98 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Legato Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
30,034
shares
|
$6.97 Million
0.97% of portfolio
|
Q4 2024
Reduced 33.38%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
30,028
shares
|
$6.97 Million
0.92% of portfolio
|
Q3 2024
Added 1186.0%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
29,999
shares
|
$6.96 Million
0.18% of portfolio
|
Q3 2024
Added 952.6%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
29,962
shares
|
$6.95 Million
4.62% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
29,899
shares
|
$6.94 Million
0.19% of portfolio
|
Q3 2024
Added 847.67%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
29,869
shares
|
$6.93 Million
0.74% of portfolio
|
Q4 2024
Reduced 10.1%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
29,785
shares
|
$6.91 Million
0.44% of portfolio
|
Q3 2024
Added 731.05%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
29,780
shares
|
$6.91 Million
0.57% of portfolio
|
Q3 2024
Added 979.77%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
29,777
shares
|
$6.91 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
29,776
shares
|
$6.91 Million
0.9% of portfolio
|
Q3 2024
Added 881.73%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
29,683
shares
|
$6.89 Million
0.21% of portfolio
|
Q4 2024
Added 21.85%
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
29,641
shares
|
$6.88 Million
1.26% of portfolio
|
Q3 2024
Added 901.05%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
29,579
shares
|
$6.86 Million
1.62% of portfolio
|
Q4 2024
Added 48.12%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
29,491
shares
|
$6.84 Million
0.09% of portfolio
|
Q4 2024
Reduced 63.7%
|
|
|
Select Equity Group, L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
29,465
shares
|
$6.84 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
29,396
shares
|
$6.82 Million
0.71% of portfolio
|
Q3 2024
Added 942.78%
|
|
|
Chase Investment Counsel Corp
|
Feb 05, 2025 Q4 2024 |
29,293
shares
|
$6.8 Million
2.27% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
29,219
shares
|
$6.78 Million
0.61% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
29,191
shares
|
$6.77 Million
0.33% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
29,158
shares
|
$6.76 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
29,080
shares
|
$6.75 Million
0.25% of portfolio
|
Q3 2024
Added 917.49%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
29,074
shares
|
$6.75 Million
1.74% of portfolio
|
Q4 2024
Reduced 0.84%
|