Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 4,420 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 $860 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
134,984
shares
|
$37.6 Million
0.4% of portfolio
|
Q1 2025
Reduced 10.72%
|
|
|
Ratan Capital Management LP
Miami Beach, FL |
May 14, 2025 Q1 2025 |
134,649
shares
|
$37.5 Million
8.12% of portfolio
|
Q1 2025
Added 69.14%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
134,578
shares
|
$37.5 Million
1.49% of portfolio
|
Q2 2025
Reduced 27.22%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
134,501
shares
|
$37.5 Million
1.52% of portfolio
|
Q1 2025
Reduced 28.92%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
134,077
shares
|
$37.4 Million
0.79% of portfolio
|
Q2 2025
Reduced 43.74%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
133,975
shares
|
$37.3 Million
0.99% of portfolio
|
Q1 2025
Reduced 11.64%
|
|
|
Digital Bridge Group, Inc.
Boca Raton, FL |
May 15, 2025 Q1 2025 |
133,952
shares
|
$37.3 Million
1.93% of portfolio
|
Q1 2025
Added 9.89%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
133,802
shares
|
$37.3 Million
1.64% of portfolio
|
Q1 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
133,532
shares
|
$37.2 Million
1.18% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Copeland Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
133,202
shares
|
$37.1 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
133,066
shares
|
$37.1 Million
6.04% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Ardsley Advisory Partners LP
Stamford, CT |
May 15, 2025 Q1 2025 |
132,600
shares
|
$36.9 Million
4.99% of portfolio
|
Q1 2025
Added 373.57%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
132,598
shares
|
$36.9 Million
5.93% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
132,216
shares
|
$36.8 Million
0.33% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
M & L Capital Management LTD
London, X0 |
Jul 07, 2025 Q2 2025 |
131,500
shares
|
$36.6 Million
8.16% of portfolio
|
Q4 2024
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
130,740
shares
|
$36.4 Million
2.42% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
130,573
shares
|
$36.4 Million
0.83% of portfolio
|
Q1 2025
Added 57.85%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
130,429
shares
|
$36.3 Million
0.92% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
David Tepper
Appaloosa LP | Short Hills, Nj
|
May 15, 2025 Q1 2025 |
130,000
shares
|
$36.2 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Arnhold LLC
|
May 14, 2025 Q1 2025 |
129,719
shares
|
$36.1 Million
2.31% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
Jun 06, 2025 Q1 2025 |
128,800
shares
|
$35.9 Million
2.22% of portfolio
|
Q1 2025
Added 18.17%
|
|
|
Dnca Finance
Paris, I0 |
May 14, 2025 Q1 2025 |
128,205
shares
|
$35.7 Million
1.78% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Mirabella Financial Services LLP
London, X0 |
May 15, 2025 Q1 2025 |
128,090
shares
|
$35.7 Million
0.92% of portfolio
|
Q1 2025
Added 137.76%
|
|
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
May 08, 2025 Q1 2025 |
128,084
shares
|
$35.7 Million
0.92% of portfolio
|
Q1 2025
Added 20.91%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
126,910
shares
|
$35.4 Million
1.52% of portfolio
|
Q1 2025
Added 33.92%
|