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 |
|---|---|---|---|---|---|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
19,989
shares
|
$4.64 Million
1.53% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
19,977
shares
|
$4.63 Million
1.83% of portfolio
|
Q4 2024
Reduced 6.11%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
19,915
shares
|
$4.62 Million
1.07% of portfolio
|
Q4 2024
Reduced 19.32%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
19,908
shares
|
$4.62 Million
0.75% of portfolio
|
Q3 2024
Added 987.87%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
19,855
shares
|
$4.61 Million
0.57% of portfolio
|
Q3 2024
Added 517.57%
|
|
|
Hourglass Capital, LLC
|
Jan 30, 2025 Q4 2024 |
19,805
shares
|
$4.59 Million
1.27% of portfolio
|
Q4 2024
Reduced 19.88%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
19,727
shares
|
$4.58 Million
1.13% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
19,712
shares
|
$4.57 Million
1.13% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
19,698
shares
|
$4.57 Million
0.36% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
19,620
shares
|
$4.55 Million
0.53% of portfolio
|
Q3 2024
Added 871.29%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
19,620
shares
|
$4.55 Million
0.1% of portfolio
|
Q3 2024
Added 152.04%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
19,616
shares
|
$4.55 Million
0.66% of portfolio
|
Q3 2023
Added 5.95%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
19,570
shares
|
$4.54 Million
0.37% of portfolio
|
Q3 2024
Added 836.36%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
19,570
shares
|
$4.54 Million
0.55% of portfolio
|
Q3 2024
Added 885.4%
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
Nov 12, 2024 Q3 2024 |
19,550
shares
|
$4.54 Million
0.96% of portfolio
|
Q3 2024
Added 1050.0%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
19,509
shares
|
$4.53 Million
0.26% of portfolio
|
Q4 2024
Added 10.09%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
19,476
shares
|
$4.52 Million
0.92% of portfolio
|
Q3 2024
Added 786.08%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
19,470
shares
|
$4.52 Million
0.1% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
19,438
shares
|
$4.51 Million
0.09% of portfolio
|
Q3 2024
Added 780.34%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
19,438
shares
|
$4.51 Million
0.26% of portfolio
|
Q3 2024
Added 975.71%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
19,369
shares
|
$4.49 Million
3.83% of portfolio
|
Q4 2024
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
19,342
shares
|
$4.49 Million
0.53% of portfolio
|
Q3 2024
Added 907.92%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
19,338
shares
|
$4.49 Million
1.02% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Violich Capital Management, Inc.
|
Jan 29, 2025 Q4 2024 |
19,325
shares
|
$4.48 Million
0.58% of portfolio
|
Q4 2024
Reduced 8.33%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
19,268
shares
|
$4.47 Million
0.14% of portfolio
|
Q3 2024
Added 2143.07%
|