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 |
|---|---|---|---|---|---|
|
Taika Capital, LP
Sunny Isles Beach, FL |
Nov 14, 2024 Q3 2024 |
29,055
shares
|
$6.74 Million
3.83% of portfolio
|
Q3 2024
Added 782.06%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
29,050
shares
|
$6.74 Million
0.22% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Ally Financial Inc.
Detroit, MI |
Nov 13, 2024 Q3 2024 |
29,000
shares
|
$6.73 Million
0.61% of portfolio
|
Q3 2024
Added 2130.77%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
28,971
shares
|
$6.72 Million
2.04% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
28,900
shares
|
$6.7 Million
1.92% of portfolio
|
Q3 2024
Added 892.1%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Oct 29, 2024 Q3 2024 |
28,840
shares
|
$6.69 Million
2.22% of portfolio
|
Q3 2024
Added 871.37%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
28,771
shares
|
$6.67 Million
1.77% of portfolio
|
Q4 2024
New holding
|
|
|
Boit C F David
Boston, MA |
Jan 24, 2025 Q4 2024 |
28,750
shares
|
$6.67 Million
3.4% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
28,740
shares
|
$6.67 Million
0.22% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Hudson Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
28,672
shares
|
$6.65 Million
2.14% of portfolio
|
Q4 2024
Reduced 10.26%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
28,659
shares
|
$6.65 Million
1.88% of portfolio
|
Q4 2022
Reduced 1.99%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
28,650
shares
|
$6.65 Million
0.71% of portfolio
|
Q4 2024
Added 99.11%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
28,631
shares
|
$6.64 Million
0.8% of portfolio
|
Q4 2024
Added 9.2%
|
|
|
Aragon Global Management, LP
Miami, FL |
Nov 14, 2024 Q3 2024 |
28,600
shares
|
$6.64 Million
2.07% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
28,570
shares
|
$6.63 Million
0.12% of portfolio
|
Q3 2024
Added 1134.66%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
28,468
shares
|
$6.6 Million
0.92% of portfolio
|
Q3 2024
Added 899.93%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
28,416
shares
|
$6.59 Million
1.4% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 12, 2024 Q3 2024 |
28,341
shares
|
$6.58 Million
2.91% of portfolio
|
Q3 2024
Added 879.3%
|
|
|
Patton Fund Management, Inc.
|
Jan 22, 2025 Q4 2024 |
28,276
shares
|
$6.56 Million
1.3% of portfolio
|
Q4 2024
Reduced 12.29%
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
28,262
shares
|
$6.56 Million
1.89% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
28,233
shares
|
$6.55 Million
1.74% of portfolio
|
Q3 2024
Added 891.33%
|
|
|
Pacific Global Investment Management CO
|
Nov 13, 2024 Q3 2024 |
28,223
shares
|
$6.55 Million
0.92% of portfolio
|
Q3 2024
Added 900.82%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
28,000
shares
|
$6.5 Million
3.71% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
28,000
shares
|
$6.5 Million
0.52% of portfolio
|
Q3 2024
Added 1633.75%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
27,913
shares
|
$6.48 Million
2.18% of portfolio
|
Q4 2024
Added 9.82%
|