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 |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
20,883
shares
|
$4.84 Million
0.87% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
20,850
shares
|
$4.84 Million
0.75% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
20,828
shares
|
$4.83 Million
0.72% of portfolio
|
Q3 2024
Added 1174.66%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
20,824
shares
|
$4.83 Million
0.27% of portfolio
|
Q4 2024
Reduced 31.9%
|
|
|
Mirabaud Asset Management LTD
London, X0 |
Nov 13, 2024 Q3 2024 |
20,778
shares
|
$4.82 Million
1.48% of portfolio
|
Q3 2024
Added 909.13%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
20,764
shares
|
$4.82 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
20,707
shares
|
$4.8 Million
0.35% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
20,673
shares
|
$4.8 Million
1.28% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
20,640
shares
|
$4.79 Million
2.04% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Groesbeck Investment Management Corp
|
Jan 27, 2025 Q4 2024 |
20,634
shares
|
$4.79 Million
6.22% of portfolio
|
Q4 2024
Reduced 14.24%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
20,594
shares
|
$4.78 Million
0.47% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 17, 2025 Q4 2024 |
20,526
shares
|
$4.76 Million
4.35% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
20,512
shares
|
$4.76 Million
1.05% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
20,448
shares
|
$4.74 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Wills Financial Group, Inc.
|
Nov 14, 2024 Q3 2024 |
20,302
shares
|
$4.71 Million
1.57% of portfolio
|
Q3 2024
Added 891.79%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
20,274
shares
|
$4.7 Million
1.08% of portfolio
|
Q3 2024
Added 820.71%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
20,258
shares
|
$4.7 Million
0.62% of portfolio
|
Q4 2024
Added 11.01%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Jan 29, 2025 Q4 2024 |
20,223
shares
|
$4.69 Million
1.25% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
20,133
shares
|
$4.67 Million
1.21% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
20,091
shares
|
$4.66 Million
0.41% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 12, 2024 Q3 2024 |
20,086
shares
|
$4.66 Million
0.68% of portfolio
|
Q3 2024
Added 872.69%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 08, 2024 Q3 2024 |
20,017
shares
|
$4.64 Million
1.54% of portfolio
|
Q3 2024
Added 895.38%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
20,016
shares
|
$4.64 Million
0.55% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
20,014
shares
|
$4.64 Million
0.49% of portfolio
|
Q3 2024
Added 900.2%
|
|
|
Alight Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
20,000
shares
|
$4.64 Million
1.23% of portfolio
|
Q3 2024
Added 566.67%
|