Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 4,393 institutions that hold shares in the stock, with a total of 3.09 Billion shares, which have been reported (via 13F filing form) to have a value of $890 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
198,939
shares
|
$57.3 Million
0.34% of portfolio
|
Q1 2025
Added 2709.08%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
198,055
shares
|
$57.1 Million
0.48% of portfolio
|
Q1 2025
Added 31.59%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
196,565
shares
|
$56.7 Million
1.2% of portfolio
|
Q1 2025
Reduced 17.25%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
196,092
shares
|
$56.5 Million
2.45% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
First Pacific Advisors, LP
Los Angeles, CA |
May 06, 2025 Q1 2025 |
195,035
shares
|
$56.2 Million
0.59% of portfolio
|
Q1 2025
Reduced 45.56%
|
|
|
Pacific Heights Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
195,000
shares
|
$56.2 Million
2.29% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
193,053
shares
|
$55.6 Million
5.39% of portfolio
|
Q2 2025
Reduced 30.27%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
192,334
shares
|
$55.4 Million
0.64% of portfolio
|
Q1 2025
Reduced 25.76%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
192,271
shares
|
$55.4 Million
7.45% of portfolio
|
Q3 2024
Added 886.36%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
191,556
shares
|
$55.2 Million
0.16% of portfolio
|
Q1 2025
Reduced 13.12%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
191,432
shares
|
$55.2 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
191,043
shares
|
$55.1 Million
2.17% of portfolio
|
Q1 2025
Added 39.65%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
190,943
shares
|
$55 Million
0.89% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
190,935
shares
|
$55 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
190,703
shares
|
$55 Million
0.63% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
190,230
shares
|
$54.8 Million
1.19% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
General American Investors CO Inc
|
May 02, 2025 Q1 2025 |
190,000
shares
|
$54.8 Million
2.4% of portfolio
|
Q3 2024
Added 783.72%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
189,272
shares
|
$54.6 Million
3.46% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
185,783
shares
|
$53.5 Million
0.61% of portfolio
|
Q1 2025
Reduced 26.57%
|
|
|
Kadensa Capital LTD
Central, K3 |
May 15, 2025 Q1 2025 |
185,293
shares
|
$53.4 Million
4.46% of portfolio
|
Q1 2025
New holding
|
|
|
Oak Associates LTD
Akron, OH |
May 14, 2025 Q1 2025 |
185,042
shares
|
$53.3 Million
2.36% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
184,915
shares
|
$53.3 Million
1.31% of portfolio
|
Q1 2025
Added 15.09%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
184,136
shares
|
$53.1 Million
1.31% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
183,055
shares
|
$52.8 Million
2.94% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
181,823
shares
|
$52.4 Million
0.47% of portfolio
|
Q1 2025
Reduced 6.22%
|