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 |
|---|---|---|---|---|---|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
181,098
shares
|
$52.2 Million
2.56% of portfolio
|
Q1 2025
Added 8.81%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
180,601
shares
|
$52.1 Million
1.26% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
180,216
shares
|
$51.9 Million
0.91% of portfolio
|
Q1 2025
Reduced 80.38%
|
|
|
Tree Line Advisors (Hong Kong) Ltd.
Central, K3 |
May 14, 2025 Q1 2025 |
180,000
shares
|
$51.9 Million
7.97% of portfolio
|
Q1 2025
Reduced 38.98%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
May 15, 2025 Q1 2025 |
179,551
shares
|
$51.7 Million
1.85% of portfolio
|
Q1 2025
Added 51.96%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
179,437
shares
|
$51.7 Million
0.8% of portfolio
|
Q3 2024
Added 942.27%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
178,490
shares
|
$51.4 Million
2.53% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
Senator Investment Group LP
New York, NY |
May 13, 2025 Q1 2025 |
177,737
shares
|
$51.2 Million
1.81% of portfolio
|
Q1 2025
New holding
|
|
|
Lazard Freres Gestion S.A.S.
|
May 07, 2025 Q1 2025 |
177,136
shares
|
$51.1 Million
0.72% of portfolio
|
Q1 2025
Added 95.42%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
May 15, 2025 Q1 2025 |
176,099
shares
|
$50.8 Million
0.12% of portfolio
|
Q1 2025
Reduced 51.84%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
175,346
shares
|
$50.5 Million
0.6% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Renaissance Group LLC
Covington, KY |
May 13, 2025 Q1 2025 |
174,333
shares
|
$50.2 Million
1.33% of portfolio
|
Q1 2025
Reduced 24.43%
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
174,207
shares
|
$50.2 Million
2.76% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
174,158
shares
|
$50.2 Million
0.39% of portfolio
|
Q1 2025
Added 23.1%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
173,902
shares
|
$50.1 Million
0.29% of portfolio
|
Q1 2025
Reduced 59.52%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
173,520
shares
|
$50 Million
2.57% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
172,751
shares
|
$49.8 Million
1.51% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
172,604
shares
|
$49.7 Million
0.96% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
172,400
shares
|
$49.7 Million
1.26% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
172,104
shares
|
$49.6 Million
1.28% of portfolio
|
Q1 2025
Added 1450.35%
|
|
|
Benchstone Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
171,818
shares
|
$49.5 Million
3.06% of portfolio
|
Q1 2025
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
170,848
shares
|
$49.2 Million
1.79% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
170,524
shares
|
$49.1 Million
0.57% of portfolio
|
Q1 2025
Added 47.05%
|
|
|
Jackson Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
170,007
shares
|
$49 Million
7.24% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Cypress Funds LLC
|
Jul 15, 2025 Q2 2025 |
169,111
shares
|
$48.7 Million
3.76% of portfolio
|
Q4 2024
Reduced 35.36%
|