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Broadcom (AVGO) Institutional Ownership

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$220.79 +2.47 (+1.13%)
(As of 12/20/2024 05:45 PM ET)

Institutional Ownership Changes (13F Filings) for Broadcom (NASDAQ:AVGO)

Current
Institutional Ownership
Percentage
76.43%
Number of
Institutional Buyers
(last 12 months)
2673
Total
Institutional Inflows
(last 12 months)
$151.47B
Number of
Institutional Sellers
(last 12 months)
1217
Total
Institutional Outflows
(last 12 months)
$2.18B
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AVGO Institutional Buying and Selling by Quarter

Broadcom Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/19/2024 Independent Solutions Wealth Management LLC49,136$8.48M1.9%+846.9%0.001%
12/18/2024 Syntax Research Inc.6,899$1.19M0.8%+882.8%0.000%
12/16/2024 SMART Wealth LLC3,840$662K0.3%N/A0.000%
12/13/2024 Lord Abbett & CO. LLC2,181,786$376.36M1.2%+762.8%0.047%
12/13/2024 B. Riley Wealth Advisors Inc.138,687$23.89M0.7%+624.8%0.003%
12/12/2024 Legacy Wealth Management LLC MS9,573$1.65M0.6%+1,021.0%0.000%
12/11/2024 1ST Source Bank32,489$5.60M0.3%+869.0%0.001%
12/11/2024 Alternative Investment Advisors LLC.9,367$1.62M0.8%+376.4%0.000%
12/10/2024 DGS Capital Management LLC8,363$1.44M0.4%+1,094.7%0.000%
12/9/2024 Copley Financial Group Inc.2,198$379K0.3%N/A0.000%
12/9/2024 Milestone Resources Group Ltd373,761$64.47M2.2%+173,742.3%0.008%
12/9/2024 FFG Partners LLC1,975$341K0.1%+1,158.0%0.000%
12/6/2024 Logan Capital Management Inc.538,454$92.88M3.8%+878.6%0.012%
12/6/2024 Fidelity D & D Bancorp Inc.7,610$1.31M0.9%+900.0%0.000%
12/6/2024 Retirement Systems of Alabama2,218,363$382.67M1.4%+870.5%0.047%
12/4/2024 Dantai Capital Ltd8,550$1.48M1.9%+900.0%0.000%
12/3/2024 Oddo BHF Asset Management Sas204,624$35.30M1.8%N/A0.004%
12/3/2024 Garde Capital Inc.11,120$1.92M0.1%+900.0%0.000%
12/3/2024 Boulder Wealth Advisors LLC5,830$1.01M0.5%N/A0.000%
12/2/2024 Inspire Trust Co. N.A.39,210$6.76M1.9%+2,189.0%0.001%
11/29/2024 American Trust4,240$731K0.1%+863.6%0.000%
11/29/2024 Old North State Trust LLC2,941$507K0.4%+1,590.2%0.000%
11/27/2024 Franklin Resources Inc.21,113,921$3.85B1.1%+1,114.6%0.452%
11/26/2024 Decatur Capital Management Inc.31,381$5.41M2.5%+891.2%0.001%
11/26/2024 Peapack Gladstone Financial Corp141,934$24.48M0.4%+1,049.2%0.003%
11/25/2024 Synovus Financial Corp223,727$38.59M0.4%+847.1%0.005%
11/25/2024 Castellan Group17,377$3.00M1.3%+840.3%0.000%
11/25/2024 Tidal Investments LLC386,644$66.70M0.7%+969.3%0.008%
11/25/2024 Optimist Retirement Group LLC15,712$2.71M1.2%+854.0%0.000%
11/25/2024 Blankinship & Foster LLC32,900$5.68M0.9%N/A0.001%
11/25/2024 Cim Investment Management Inc.21,467$3.70M1.1%+866.1%0.000%
11/25/2024 Wilmington Savings Fund Society FSB56,058$9.67M0.2%+4,891.8%0.001%
11/25/2024 Arvest Bank Trust Division1,608$277K0.0%N/A0.000%
11/25/2024 Sfmg LLC15,695$2.71M0.2%+1,221.1%0.000%
11/25/2024 World Investment Advisors LLC131,500$22.68M0.6%+5,915.6%0.003%
11/25/2024 Sanctuary Advisors LLC838,926$137.78M0.9%+990.8%0.018%
11/25/2024 Pine Valley Investments Ltd Liability Co6,341$1.09M0.1%+82.1%0.000%
11/22/2024 Stock Yards Bank & Trust Co.294,713$50.84M1.6%+887.8%0.006%
11/22/2024 Capstone Capital LLC1,844$318K0.3%+896.8%0.000%
11/22/2024 Fulcrum Equity Management2,929$505K0.4%+289.5%0.000%
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11/21/2024 Anchor Investment Management LLC23,809$4.11M0.4%+1,013.1%0.001%
11/21/2024 Te Ahumairangi Investment Management Ltd38,610$6.62M1.2%+762.0%0.001%
11/21/2024 SkyView Investment Advisors LLC1,200$207K0.0%N/A0.000%
11/20/2024 Morse Asset Management Inc65,859$11.36M2.5%+897.1%0.001%
11/20/2024 SOA Wealth Advisors LLC.701$121K0.0%+915.9%0.000%
11/20/2024 Westside Investment Management Inc.25,815$4.14M0.9%+895.6%0.001%
11/20/2024 Virtu Financial LLC37,215$6.42M0.4%+2,721.5%0.001%
11/20/2024 Advisory Resource Group6,627$1.14M0.2%+1,089.8%0.000%
11/20/2024 Bard Financial Services Inc.16,700$2.88M0.3%+859.8%0.000%
11/20/2024 Passumpsic Savings Bank15,904$2.74M1.8%+900.9%0.000%
11/19/2024 McIlrath & Eck LLC402$69K0.0%+793.3%0.000%
11/19/2024 Invst LLC3,024$522K0.1%+928.6%0.000%
11/19/2024 Citizens Business Bank62,018$10.70M2.2%+890.5%0.001%
11/19/2024 Unigestion Holding SA16,250$2.80M0.1%+735.5%0.000%
11/19/2024 Second Line Capital LLC19,476$3.36M0.9%+786.1%0.000%
11/19/2024 TCW Group Inc.966,045$166.64M1.5%+837.1%0.021%
11/19/2024 Hohimer Wealth Management LLC46,015$7.94M1.7%+910.0%0.001%
11/18/2024 Soltis Investment Advisors LLC38,849$6.70M0.6%+6,268.7%0.001%
11/18/2024 Rehmann Capital Advisory Group16,771$2.89M0.2%+865.0%0.000%
11/18/2024 TD Private Client Wealth LLC67,273$11.61M0.3%+937.0%0.001%
11/18/2024 Hobbs Group Advisors LLC671$116K0.0%+1,327.7%0.000%
11/18/2024 Virtue Capital Management LLC5,192$896K0.2%-4.4%0.000%
11/18/2024 Fortem Financial Group LLC32,518$5.61M2.3%+902.4%0.001%
11/18/2024 Arete Wealth Advisors LLC29,785$5.12M0.4%+731.1%0.001%
11/18/2024 Teachers Retirement System of The State of Kentucky958,690$165.38M1.4%+712.4%0.021%
11/18/2024 Sunbelt Securities Inc.72,831$12.56M1.2%+931.9%0.002%
11/18/2024 Toronto Dominion Bank1,852,749$319.60M0.6%+722.1%0.040%
11/18/2024 Empire Financial Management Company LLC20,274$3.50M1.1%+820.7%0.000%
11/18/2024 Neo Ivy Capital Management5,636$972K0.3%N/A0.000%
11/18/2024 Financial Avengers Inc.472$81K0.0%+904.3%0.000%
11/18/2024 Brown Financial Advisors9,000$1.55M0.6%+915.8%0.000%
11/18/2024 Coldstream Capital Management Inc.81,711$14.10M0.3%+1,133.2%0.002%
11/18/2024 Strait & Sound Wealth Management LLC7,950$1.37M0.7%+829.8%0.000%
11/18/2024 Synergy Financial Group LTD6,397$1.10M1.0%+896.4%0.000%
11/18/2024 RB Capital Management LLC29,641$5.11M1.2%+901.0%0.001%
11/18/2024 Orion Capital Management LLC1,200$207K0.1%+1,124.5%0.000%
11/18/2024 First Dallas Securities Inc.2,420$417K0.2%N/A0.000%
11/18/2024 JDM Financial Group LLC185$32K0.0%+1,323.1%0.000%
11/16/2024 Geode Capital Management LLC99,188,826$17.06B1.4%+976.6%2.124%
11/15/2024 Foyston Gordon & Payne Inc98,527$17.00M4.2%+791.2%0.002%
11/15/2024 MidWestOne Financial Group Inc.29,396$5.07M0.7%+942.8%0.001%
11/15/2024 Insight Inv LLC1,950$336K0.3%+900.0%0.000%
11/15/2024 Savoie Capital LLC79,290$13.68M1.7%+900.0%0.002%
11/15/2024 Goodman Advisory Group LLC10,428$1.80M0.5%+981.7%0.000%
11/15/2024 Greenwood Gearhart Inc.43,246$7.46M0.6%+7,567.7%0.001%
11/15/2024 Valued Retirements Inc.2,000$345K0.5%N/A0.000%
11/15/2024 3Chopt Investment Partners LLC28,233$4.87M1.7%+891.3%0.001%
11/15/2024 Disciplined Growth Investors Inc. MN1,916$331K0.0%+1,249.3%0.000%
11/15/2024 Frisch Financial Group Inc.1,760$304K0.1%+993.2%0.000%
11/15/2024 Prestige Wealth Management Group LLC9,792$1.69M0.3%+948.4%0.000%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

11/15/2024 Brophy Wealth Management LLC13,231$2.28M0.8%N/A0.000%
11/15/2024 Vestcor Inc183,566$31.67M1.0%+804.1%0.004%
11/15/2024 High Falls Advisors Inc2,939$507K0.1%+1,124.6%0.000%
11/15/2024 Resources Management Corp CT ADV75,188$12.97M1.7%+926.6%0.002%
11/15/2024 Executive Wealth Management LLC17,368$3.00M0.2%+3,892.6%0.000%
11/15/2024 Abel Hall LLC6,686$1.15M0.8%+896.4%0.000%
11/15/2024 Nabity Jensen Investment Management Inc1,188$205K0.2%N/A0.000%
11/15/2024 Raelipskie Partnership10,100$1.74M0.8%+953.2%0.000%
11/15/2024 Continuum Advisory LLC10,794$1.84M0.2%+929.0%0.000%
11/15/2024 O Brien Greene & Co. Inc3,000$518K0.2%+616.0%0.000%
(Data available from 1/1/2016 forward)

AVGO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVGO shares?

During the previous two years, 3,345 institutional investors and hedge funds held shares of Broadcom. The most heavily invested institutionals were Vanguard Group Inc. ($59.18B), Capital World Investors ($34.39B), State Street Corp ($31.81B), Capital International Investors ($27.83B), BlackRock Inc. ($27.48B), Capital Research Global Investors ($23.11B), and Geode Capital Management LLC ($17.06B).Learn more on AVGO's institutional investors.

What percentage of Broadcom stock is owned by institutional investors?

76.43% of Broadcom stock is owned by institutional investors. Learn more on AVGO's institutional investor holdings.

Which institutional investors have been buying Broadcom stock?

Of the 3,139 institutional investors that purchased Broadcom stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($236.75M), State Street Corp ($167.15M), Geode Capital Management LLC ($91.34M), FMR LLC ($83.81M), Jennison Associates LLC ($34.43M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($30.67M), and Charles Schwab Investment Management Inc. ($29.50M).

How much institutional buying is happening at Broadcom?

Institutional investors have bought a total of 1,160,293,237 shares in the last 24 months. This purchase volume represents approximately $174.59B in transactions.

Which Broadcom major shareholders have been selling company stock?

Of the 1,797 institutional investors that sold Broadcom stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($33.70M), Capital International Investors ($7.01M), Envestnet Asset Management Inc. ($4.64M), Capital Research Global Investors ($2.57M), Capital World Investors ($2.36M), Clearbridge Investments LLC ($1.27M), and Charles Schwab Investment Management Inc. ($1.26M).

How much institutional selling is happening at Broadcom?

Institutional investors have sold a total of 77,157,267 shares in the last 24 months. This volume of shares sold represents approximately $7.29B in transactions.



This page (NASDAQ:AVGO) was last updated on 12/21/2024 by MarketBeat.com Staff
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