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 |
|---|---|---|---|---|---|
|
Vaughan Nelson Investment Management, L.P.
|
Jan 28, 2025 Q4 2024 |
22,465
shares
|
$5.21 Million
0.05% of portfolio
|
Q4 2024
Added 26.21%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
22,408
shares
|
$5.2 Million
1.75% of portfolio
|
Q4 2024
Reduced 10.74%
|
|
|
Aubrey Capital Management LTD
Edinburgh, X0 |
Jan 29, 2025 Q4 2024 |
22,400
shares
|
$5.2 Million
2.1% of portfolio
|
Q4 2024
Reduced 29.34%
|
|
|
Freedom Day Solutions, LLC
|
Jan 31, 2025 Q4 2024 |
22,358
shares
|
$5.19 Million
1.58% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
22,297
shares
|
$5.17 Million
1.59% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
22,293
shares
|
$5.17 Million
1.32% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Sea Town Holdings Pte. Ltd.
|
Jan 16, 2025 Q4 2024 |
22,208
shares
|
$5.15 Million
3.6% of portfolio
|
Q4 2024
Reduced 53.1%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
22,098
shares
|
$5.13 Million
0.33% of portfolio
|
Q3 2024
Reduced 27.28%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Feb 03, 2025 Q4 2024 |
22,081
shares
|
$5.12 Million
1.88% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 14, 2024 Q3 2024 |
22,060
shares
|
$5.12 Million
2.84% of portfolio
|
Q3 2024
Added 910.54%
|
|
|
Arjuna Capital
|
Nov 05, 2024 Q3 2024 |
22,051
shares
|
$5.12 Million
1.01% of portfolio
|
Q3 2024
Added 778.18%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 14, 2024 Q3 2024 |
22,000
shares
|
$5.1 Million
1.26% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
21,971
shares
|
$5.1 Million
2.89% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Jan 24, 2025 Q4 2024 |
21,959
shares
|
$5.09 Million
2.89% of portfolio
|
Q4 2024
New holding
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
21,948
shares
|
$5.09 Million
3.03% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
21,942
shares
|
$5.09 Million
0.8% of portfolio
|
Q2 2022
Reduced 0.97%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 14, 2024 Q3 2024 |
21,938
shares
|
$5.09 Million
0.54% of portfolio
|
Q3 2024
Added 2976.86%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
21,880
shares
|
$5.08 Million
0.05% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
21,791
shares
|
$5.06 Million
1.65% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
21,715
shares
|
$5.04 Million
0.35% of portfolio
|
Q3 2024
Added 863.83%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
21,713
shares
|
$5.04 Million
0.38% of portfolio
|
Q3 2024
Added 9.99%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
21,640
shares
|
$5.02 Million
2.11% of portfolio
|
Q4 2024
New holding
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
21,633
shares
|
$5.02 Million
0.83% of portfolio
|
Q3 2024
Added 938.55%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jan 30, 2025 Q4 2024 |
21,630
shares
|
$5.02 Million
5.32% of portfolio
|
Q4 2024
New holding
|
|
|
La Financiere De L'Echiquier
|
Jul 18, 2024 Q2 2024 |
21,598
shares
|
$5.01 Million
1.56% of portfolio
|
Q2 2024
Added 0.93%
|