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 |
|---|---|---|---|---|---|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
169,017
shares
|
$48.7 Million
1.34% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Pictet & Cie (Europe) Sa
|
Jul 16, 2025 Q2 2025 |
167,426
shares
|
$48.3 Million
1.0% of portfolio
|
Q2 2025
Reduced 25.12%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
167,410
shares
|
$48.2 Million
2.82% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
167,320
shares
|
$48.2 Million
2.68% of portfolio
|
Q1 2025
Added 14.92%
|
|
|
Ars Investment Partners, LLC
|
May 14, 2025 Q1 2025 |
167,136
shares
|
$48.2 Million
3.08% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
165,891
shares
|
$47.8 Million
0.67% of portfolio
|
Q1 2025
Reduced 19.29%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
165,256
shares
|
$47.6 Million
0.07% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
164,222
shares
|
$47.3 Million
0.42% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jun 26, 2025 Q1 2025 |
163,958
shares
|
$47.3 Million
1.61% of portfolio
|
Q1 2025
New holding
|
|
|
Covea Finance
|
Jul 15, 2025 Q2 2025 |
163,470
shares
|
$47.1 Million
1.68% of portfolio
|
Q2 2025
Reduced 19.59%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
161,788
shares
|
$46.6 Million
0.36% of portfolio
|
Q1 2025
Added 103.3%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
161,535
shares
|
$46.6 Million
5.3% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Stony Point Capital LLC
New York, NY |
May 15, 2025 Q1 2025 |
160,766
shares
|
$46.3 Million
2.81% of portfolio
|
Q1 2025
Added 181.07%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
May 13, 2025 Q1 2025 |
160,569
shares
|
$46.3 Million
2.25% of portfolio
|
Q1 2025
Added 26.77%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
160,549
shares
|
$46.3 Million
0.42% of portfolio
|
Q1 2025
Reduced 20.44%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
158,936
shares
|
$45.8 Million
0.96% of portfolio
|
Q1 2025
Added 16.07%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Apr 03, 2025 Q1 2025 |
158,900
shares
|
$45.8 Million
1.56% of portfolio
|
Q1 2025
Reduced 14.68%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
158,084
shares
|
$45.6 Million
0.71% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
158,019
shares
|
$45.5 Million
1.34% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Rheos Capital Works Inc.
|
Apr 14, 2025 Q1 2025 |
158,000
shares
|
$45.5 Million
2.15% of portfolio
|
Q1 2025
Added 11.27%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
157,704
shares
|
$45.5 Million
1.73% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
157,120
shares
|
$45.3 Million
0.84% of portfolio
|
Q1 2025
Added 9.54%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
156,116
shares
|
$45 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
155,987
shares
|
$45 Million
2.53% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
155,842
shares
|
$44.9 Million
2.18% of portfolio
|
Q1 2025
Reduced 8.15%
|