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 |
|---|---|---|---|---|---|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
27,881
shares
|
$6.47 Million
2.55% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 29, 2024 Q3 2024 |
27,810
shares
|
$6.45 Million
0.17% of portfolio
|
Q3 2024
Added 2990.0%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
27,758
shares
|
$6.44 Million
0.79% of portfolio
|
Q4 2024
Reduced 9.9%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
27,742
shares
|
$6.44 Million
1.36% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
27,639
shares
|
$6.41 Million
0.65% of portfolio
|
Q4 2024
Added 422.38%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
27,629
shares
|
$6.41 Million
1.25% of portfolio
|
Q3 2024
Added 894.56%
|
|
|
Hodges Capital Management Inc.
|
Jan 24, 2025 Q4 2024 |
27,398
shares
|
$6.36 Million
0.41% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
27,391
shares
|
$6.35 Million
1.26% of portfolio
|
Q4 2024
Added 18.4%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
27,391
shares
|
$6.35 Million
1.13% of portfolio
|
Q4 2024
Reduced 8.12%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
27,315
shares
|
$6.34 Million
3.32% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
27,013
shares
|
$6.27 Million
1.09% of portfolio
|
Q4 2024
Added 1211.31%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
27,010
shares
|
$6.27 Million
0.82% of portfolio
|
Q3 2024
Added 880.4%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
27,000
shares
|
$6.26 Million
1.25% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
26,986
shares
|
$6.26 Million
1.44% of portfolio
|
Q3 2024
Added 902.08%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jan 17, 2025 Q4 2024 |
26,939
shares
|
$6.25 Million
2.0% of portfolio
|
Q4 2024
Reduced 13.68%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
26,868
shares
|
$6.23 Million
0.24% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Tkg Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
26,832
shares
|
$6.23 Million
3.11% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
26,810
shares
|
$6.22 Million
0.55% of portfolio
|
Q4 2024
Added 6.86%
|
|
|
Nat West Group PLC
|
Jan 28, 2025 Q4 2024 |
26,648
shares
|
$6.18 Million
1.83% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
David J Yvars Group
|
Jan 13, 2025 Q4 2024 |
26,642
shares
|
$6.18 Million
3.98% of portfolio
|
Q4 2024
Added 249.86%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 06, 2024 Q3 2024 |
26,550
shares
|
$6.16 Million
2.58% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
26,535
shares
|
$6.16 Million
1.24% of portfolio
|
Q1 2024
Reduced 10.39%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
26,378
shares
|
$6.12 Million
0.22% of portfolio
|
Q3 2024
Added 889.42%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
26,364
shares
|
$6.12 Million
1.29% of portfolio
|
Q4 2024
Added 33.85%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
26,338
shares
|
$6.11 Million
0.37% of portfolio
|
Q4 2024
Added 16.56%
|