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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
May 12, 2025 Q1 2025 |
145,357
shares
|
$41.9 Million
3.78% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
144,642
shares
|
$41.7 Million
0.4% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
May 15, 2025 Q1 2025 |
144,266
shares
|
$41.6 Million
0.45% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
143,457
shares
|
$41.3 Million
0.24% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
143,426
shares
|
$41.3 Million
0.43% of portfolio
|
Q1 2025
Reduced 17.36%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
143,285
shares
|
$41.3 Million
2.85% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
143,070
shares
|
$41.2 Million
1.47% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
142,994
shares
|
$41.2 Million
2.95% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
142,797
shares
|
$41.2 Million
2.42% of portfolio
|
Q1 2025
Reduced 19.77%
|
|
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
May 15, 2025 Q1 2025 |
142,320
shares
|
$41 Million
0.73% of portfolio
|
Q1 2025
Reduced 45.86%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
141,137
shares
|
$40.7 Million
2.51% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Davidson Investment Advisors
|
Apr 29, 2025 Q1 2025 |
140,055
shares
|
$40.4 Million
1.2% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Sienna Gestion
Paris, I0 |
May 13, 2025 Q1 2025 |
139,108
shares
|
$40.1 Million
1.88% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
139,062
shares
|
$40.1 Million
0.84% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
139,041
shares
|
$40.1 Million
0.97% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
138,508
shares
|
$39.9 Million
2.47% of portfolio
|
Q1 2025
Reduced 9.4%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
138,471
shares
|
$39.9 Million
3.6% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
May 13, 2025 Q1 2025 |
137,857
shares
|
$39.7 Million
0.39% of portfolio
|
Q1 2025
Reduced 47.1%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
136,319
shares
|
$39.3 Million
0.71% of portfolio
|
Q1 2025
Added 11.8%
|
|
|
Dje Kapital Ag
82049 Pullach, 2M |
May 09, 2025 Q1 2025 |
136,260
shares
|
$39.3 Million
0.65% of portfolio
|
Q1 2025
Reduced 65.05%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
136,106
shares
|
$39.2 Million
1.61% of portfolio
|
Q1 2025
New holding
|
|
|
Richard C. Young & Co., Ltd.
|
May 02, 2025 Q1 2025 |
135,866
shares
|
$39.2 Million
2.63% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
135,542
shares
|
$39.1 Million
0.84% of portfolio
|
Q2 2025
Added 157.56%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
135,361
shares
|
$39 Million
2.64% of portfolio
|
Q2 2025
Reduced 10.92%
|