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 |
|---|---|---|---|---|---|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
24,585
shares
|
$5.7 Million
4.13% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
24,581
shares
|
$5.7 Million
0.26% of portfolio
|
Q3 2024
Added 915.32%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
24,465
shares
|
$5.68 Million
0.69% of portfolio
|
Q2 2024
Added 4.42%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
24,410
shares
|
$5.66 Million
0.91% of portfolio
|
Q3 2024
Added 1527.33%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Jan 30, 2025 Q4 2024 |
24,400
shares
|
$5.66 Million
1.7% of portfolio
|
Q3 2024
Added 780.87%
|
|
|
Clear Street Derivatives LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
24,400
shares
|
$5.66 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
24,355
shares
|
$5.65 Million
3.18% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
24,347
shares
|
$5.65 Million
0.12% of portfolio
|
Q4 2024
Added 29.75%
|
|
|
Tealwood Asset Management Inc
|
Jan 13, 2025 Q4 2024 |
24,331
shares
|
$5.64 Million
2.33% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
24,305
shares
|
$5.64 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Nov 12, 2024 Q3 2024 |
24,290
shares
|
$5.64 Million
2.19% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
24,196
shares
|
$5.61 Million
1.61% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
24,186
shares
|
$5.61 Million
1.48% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
24,175
shares
|
$5.61 Million
1.48% of portfolio
|
Q3 2024
Added 829.81%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
24,152
shares
|
$5.6 Million
0.39% of portfolio
|
Q3 2024
Added 850.87%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
24,148
shares
|
$5.6 Million
0.13% of portfolio
|
Q4 2024
Added 10.46%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
24,130
shares
|
$5.6 Million
0.32% of portfolio
|
Q4 2024
Added 14.06%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
24,084
shares
|
$5.59 Million
0.71% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
24,072
shares
|
$5.58 Million
1.77% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Burr Financial Services, LLC
Pleasant Hill, CA |
Jan 17, 2025 Q4 2024 |
24,037
shares
|
$5.58 Million
3.76% of portfolio
|
Q4 2024
New holding
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jan 17, 2025 Q4 2024 |
24,000
shares
|
$5.57 Million
2.47% of portfolio
|
Q4 2024
Added 71.43%
|
|
|
Fcg Investment CO
Germantown, TN |
Jan 17, 2025 Q4 2024 |
23,994
shares
|
$5.57 Million
3.38% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
23,988
shares
|
$5.57 Million
1.13% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Cinctive Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
23,894
shares
|
$5.54 Million
0.24% of portfolio
|
Q3 2024
Added 1381.34%
|
|
|
M. Kraus & CO
|
Jan 14, 2025 Q4 2024 |
23,842
shares
|
$5.53 Million
1.84% of portfolio
|
Q4 2024
Added 977.85%
|