Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 3,735 institutions that hold shares in the stock, with a total of 2.98 Billion shares, which have been reported (via 13F filing form) to have a value of $684 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Oct 11, 2024 Q3 2024 |
102,866
shares
|
$23.6 Million
0.57% of portfolio
|
Q3 2024
Added 562.11%
|
|
|
Jackson Square Capital, LLC
|
Oct 31, 2024 Q3 2024 |
102,075
shares
|
$23.4 Million
4.62% of portfolio
|
Q3 2024
Added 916.58%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
101,968
shares
|
$23.4 Million
1.15% of portfolio
|
Q3 2024
Added 3755.12%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
101,827
shares
|
$23.3 Million
3.22% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
101,036
shares
|
$23.2 Million
1.08% of portfolio
|
Q3 2024
Added 860.87%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
100,936
shares
|
$23.1 Million
0.59% of portfolio
|
Q3 2024
Added 681.3%
|
|
|
Overbrook Management Corp
New York, NY |
Nov 08, 2024 Q3 2024 |
100,778
shares
|
$23.1 Million
3.99% of portfolio
|
Q3 2024
Added 1388.6%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
100,743
shares
|
$23.1 Million
1.42% of portfolio
|
Q3 2024
Added 919.05%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 05, 2024 Q3 2024 |
99,558
shares
|
$22.8 Million
1.29% of portfolio
|
Q3 2024
Added 1252.51%
|
|
|
Davidson Investment Advisors
|
Nov 13, 2024 Q3 2024 |
99,229
shares
|
$22.7 Million
0.84% of portfolio
|
Q3 2024
New holding
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
99,133
shares
|
$22.7 Million
1.03% of portfolio
|
Q3 2024
Added 807.81%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
98,687
shares
|
$22.6 Million
1.53% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
98,681
shares
|
$22.6 Million
0.69% of portfolio
|
Q3 2024
Added 913.46%
|
|
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
98,527
shares
|
$22.6 Million
4.34% of portfolio
|
Q3 2024
Added 791.16%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
98,117
shares
|
$22.5 Million
0.27% of portfolio
|
Q3 2024
Added 1042.22%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
98,101
shares
|
$22.5 Million
3.31% of portfolio
|
Q3 2024
Added 878.56%
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
98,072
shares
|
$22.5 Million
1.29% of portfolio
|
Q3 2024
Added 720.75%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
97,869
shares
|
$22.4 Million
0.38% of portfolio
|
Q3 2024
Added 1039.6%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 11, 2024 Q3 2024 |
97,023
shares
|
$22.2 Million
4.74% of portfolio
|
Q3 2024
Added 838.78%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
96,685
shares
|
$22.2 Million
0.97% of portfolio
|
Q3 2024
Added 1165.34%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
96,648
shares
|
$22.2 Million
0.33% of portfolio
|
Q3 2024
Added 748.09%
|
|
|
Capital City Trust CO
|
Nov 07, 2024 Q3 2024 |
96,646
shares
|
$22.2 Million
4.2% of portfolio
|
Q3 2024
Added 890.53%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
96,602
shares
|
$22.1 Million
1.85% of portfolio
|
Q4 2024
Added 9.7%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
96,373
shares
|
$22.1 Million
0.29% of portfolio
|
Q3 2024
Added 1874.45%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
96,129
shares
|
$22 Million
0.74% of portfolio
|
Q3 2024
Added 901.97%
|