Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 3,739 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 $669 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
14,043
shares
|
$3.15 Million
0.25% of portfolio
|
Q3 2024
Added 1169.71%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Oct 18, 2024 Q3 2024 |
14,000
shares
|
$3.14 Million
1.26% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
13,990
shares
|
$3.14 Million
2.09% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
13,955
shares
|
$3.13 Million
0.61% of portfolio
|
Q3 2024
Added 470.06%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
13,929
shares
|
$3.12 Million
0.65% of portfolio
|
Q3 2024
Added 931.01%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
13,834
shares
|
$3.1 Million
0.79% of portfolio
|
Q3 2024
Added 1089.51%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
13,821
shares
|
$3.1 Million
1.73% of portfolio
|
Q2 2022
Reduced 1.91%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
13,809
shares
|
$3.1 Million
0.33% of portfolio
|
Q3 2024
Added 881.45%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
13,800
shares
|
$3.1 Million
0.17% of portfolio
|
Q3 2024
Added 1022.86%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
13,785
shares
|
$3.09 Million
0.21% of portfolio
|
Q3 2024
Added 900.36%
|
|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
13,755
shares
|
$3.09 Million
0.8% of portfolio
|
Q3 2024
Added 762.92%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
13,727
shares
|
$3.08 Million
1.1% of portfolio
|
Q3 2024
Added 1168.67%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
13,690
shares
|
$3.07 Million
0.51% of portfolio
|
Q3 2024
Added 972.88%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
13,647
shares
|
$3.06 Million
1.1% of portfolio
|
Q3 2024
Added 786.74%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
13,647
shares
|
$3.06 Million
0.17% of portfolio
|
Q3 2023
Reduced 2.63%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
13,637
shares
|
$3.06 Million
0.82% of portfolio
|
Q3 2024
Added 1167.38%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Nov 01, 2024 Q3 2024 |
13,616
shares
|
$3.05 Million
0.84% of portfolio
|
Q3 2024
Added 889.53%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
13,597
shares
|
$3.05 Million
1.21% of portfolio
|
Q3 2024
Added 850.17%
|
|
|
Cullinan Associates Inc
|
Oct 23, 2024 Q3 2024 |
13,589
shares
|
$3.05 Million
0.13% of portfolio
|
Q3 2024
Added 1013.85%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
13,574
shares
|
$3.04 Million
1.31% of portfolio
|
Q3 2022
New holding
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
13,547
shares
|
$3.04 Million
0.16% of portfolio
|
Q3 2024
Added 888.11%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
13,530
shares
|
$3.03 Million
0.37% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
13,483
shares
|
$3.02 Million
0.28% of portfolio
|
Q3 2024
Added 902.45%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
13,440
shares
|
$3.01 Million
0.92% of portfolio
|
Q4 2024
Reduced 14.63%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
13,440
shares
|
$3.01 Million
0.06% of portfolio
|
Q3 2024
New holding
|