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 |
|---|---|---|---|---|---|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
13,456
shares
|
$3.12 Million
0.43% of portfolio
|
Q4 2024
Added 20.54%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
13,440
shares
|
$3.12 Million
0.92% of portfolio
|
Q4 2024
Reduced 14.63%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
13,440
shares
|
$3.12 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
13,381
shares
|
$3.1 Million
0.65% of portfolio
|
Q3 2024
Added 902.32%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
13,364
shares
|
$3.1 Million
0.55% of portfolio
|
Q3 2024
Added 711.41%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
13,344
shares
|
$3.1 Million
0.4% of portfolio
|
Q3 2024
Added 893.6%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
13,342
shares
|
$3.1 Million
0.21% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
13,330
shares
|
$3.09 Million
0.16% of portfolio
|
Q3 2024
Added 893.29%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
13,322
shares
|
$3.09 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
13,309
shares
|
$3.09 Million
0.69% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
13,302
shares
|
$3.09 Million
0.54% of portfolio
|
Q4 2024
Reduced 30.36%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
13,277
shares
|
$3.08 Million
0.42% of portfolio
|
Q4 2024
Added 13.59%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
13,252
shares
|
$3.07 Million
0.71% of portfolio
|
Q4 2024
Reduced 6.91%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
13,231
shares
|
$3.07 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
13,212
shares
|
$3.07 Million
0.06% of portfolio
|
Q3 2022
Added 2868.99%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
13,151
shares
|
$3.05 Million
0.42% of portfolio
|
Q3 2024
Added 875.59%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jan 14, 2025 Q4 2024 |
13,150
shares
|
$3.05 Million
2.2% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
13,144
shares
|
$3.05 Million
1.0% of portfolio
|
Q3 2024
Added 832.86%
|
|
|
Affinity Investment Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
13,116
shares
|
$3.04 Million
1.56% of portfolio
|
Q3 2024
Added 815.92%
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
13,114
shares
|
$3.04 Million
0.99% of portfolio
|
Q4 2024
Reduced 27.39%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
13,112
shares
|
$3.04 Million
2.12% of portfolio
|
Q4 2024
Reduced 10.73%
|
|
|
Pictet North America Advisors Sa
|
Jan 30, 2025 Q4 2024 |
13,111
shares
|
$3.04 Million
0.29% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
13,098
shares
|
$3.04 Million
0.24% of portfolio
|
Q4 2024
Reduced 17.77%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
13,084
shares
|
$3.04 Million
0.31% of portfolio
|
Q3 2024
Added 4232.45%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
13,064
shares
|
$3.03 Million
0.27% of portfolio
|
Q4 2024
Added 68.81%
|