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 |
|---|---|---|---|---|---|
|
Longbow Finance Sa
Lutry, V8 |
May 06, 2025 Q1 2025 |
155,818
shares
|
$44.9 Million
3.13% of portfolio
|
Q1 2025
Added 24.28%
|
|
|
Carmel Capital Management L.L.C.
|
Apr 28, 2025 Q1 2025 |
155,730
shares
|
$44.9 Million
11.23% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
154,261
shares
|
$44.5 Million
0.63% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
153,695
shares
|
$44.3 Million
1.01% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Addenda Capital Inc.
|
Jul 17, 2025 Q2 2025 |
153,589
shares
|
$44.3 Million
2.08% of portfolio
|
Q2 2025
Reduced 11.57%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
153,346
shares
|
$44.2 Million
0.77% of portfolio
|
Q1 2025
Added 16.47%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
152,653
shares
|
$44 Million
0.68% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
152,422
shares
|
$43.9 Million
2.26% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
151,953
shares
|
$43.8 Million
1.97% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Apr 15, 2025 Q1 2025 |
151,869
shares
|
$43.8 Million
3.49% of portfolio
|
Q1 2025
Reduced 10.76%
|
|
|
Kirr Marbach & CO LLC
|
Jul 16, 2025 Q2 2025 |
151,659
shares
|
$43.7 Million
8.8% of portfolio
|
Q2 2025
Reduced 17.98%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
150,873
shares
|
$43.5 Million
1.7% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
150,629
shares
|
$43.4 Million
1.84% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
150,118
shares
|
$43.3 Million
4.57% of portfolio
|
Q1 2025
Reduced 19.36%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
150,067
shares
|
$43.3 Million
1.95% of portfolio
|
Q1 2025
Reduced 34.86%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
149,756
shares
|
$43.2 Million
1.16% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
149,485
shares
|
$43.1 Million
2.62% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Rnc Capital Management LLC
|
May 15, 2025 Q1 2025 |
149,319
shares
|
$43 Million
1.37% of portfolio
|
Q1 2025
Reduced 48.51%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
149,218
shares
|
$43 Million
1.13% of portfolio
|
Q1 2025
Added 10.22%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
149,081
shares
|
$43 Million
0.4% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
148,645
shares
|
$42.8 Million
0.38% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
147,269
shares
|
$42.4 Million
0.93% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
May 14, 2025 Q1 2025 |
146,978
shares
|
$42.4 Million
0.19% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
146,351
shares
|
$42.2 Million
2.09% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
146,101
shares
|
$42.1 Million
0.31% of portfolio
|
Q1 2025
Reduced 4.02%
|