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Broadcom (AVGO) Institutional Ownership

Broadcom logo
$237.44 +8.03 (+3.50%)
As of 01/17/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Broadcom (NASDAQ:AVGO)

Current
Institutional Ownership
Percentage
76.43%
Number of
Institutional Buyers
(last 12 months)
2721
Total
Institutional Inflows
(last 12 months)
$152.33B
Number of
Institutional Sellers
(last 12 months)
1246
Total
Institutional Outflows
(last 12 months)
$4.53B
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AVGO Institutional Buying and Selling by Quarter

Broadcom Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Cerro Pacific Wealth Advisors LLC18,537$4.30M1.4%+949.1%0.000%
1/17/2025 New Century Financial Group LLC1,194$278K0.1%-57.2%0.000%
1/17/2025 FCG Investment Co23,994$5.56M3.4%+4.8%0.001%
1/17/2025 Yeomans Consulting Group Inc.2,321$538K0.2%-23.2%0.000%
1/17/2025 Spinnaker Investment Group LLC19,712$4.57M1.1%-0.9%0.000%
1/17/2025 Key Client Fiduciary Advisors LLC3,947$915K0.4%-2.4%0.000%
1/17/2025 Apeiron RIA LLC7,753$1.80M0.5%+30.8%0.000%
1/17/2025 Veracity Capital LLC10,440$2.42M0.9%+7.8%0.000%
1/17/2025 Secure Asset Management LLC5,571$1.29M0.2%+16.2%0.000%
1/17/2025 Red Door Wealth Management LLC6,422$1.49M0.2%+84.6%0.000%
1/17/2025 IVC Wealth Advisors LLC2,596$602K0.3%+8.3%0.000%
1/17/2025 Madrona Financial Services LLC1,555$361K0.1%-4.0%0.000%
1/17/2025 Capital Planning Advisors LLC30,627$7.10M1.1%+7.1%0.001%
1/17/2025 Cardinal Capital Management Inc.139,335$32.30M1.1%-2.9%0.003%
1/17/2025 Edge Financial Advisors LLC1,084$251K0.2%N/A0.000%
1/17/2025 Inspire Investing LLC17,605$4.08M0.5%+23.1%0.000%
1/17/2025 Trust Co. of Oklahoma11,413$2.65M0.8%+2.8%0.000%
1/17/2025 Market Street Wealth Management Advisors LLC880$204K0.0%N/A0.000%
1/17/2025 Whalen Wealth Management Inc.1,327$308K0.2%-77.0%0.000%
1/17/2025 Avior Wealth Management LLC25,160$5.83M0.2%-3.7%0.001%
1/17/2025 Beacon Investment Advisory Services Inc.107,502$24.92M1.1%+0.9%0.002%
1/17/2025 Endeavor Private Wealth Inc.411$95K0.1%N/A0.000%
1/17/2025 Burr Financial Services LLC24,037$5.57M3.8%N/A0.001%
1/17/2025 Peterson Wealth Advisors LLC1,088$253K0.0%-26.7%0.000%
1/17/2025 Teamwork Financial Advisors LLC7,860$1.82M0.2%-37.8%0.000%
1/17/2025 MinichMacGregor Wealth Management LLC1,635$379K0.1%+37.2%0.000%
1/17/2025 Raleigh Capital Management Inc.10,375$2.41M0.9%-27.3%0.000%
1/17/2025 D.B. Root & Company LLC5,525$1.28M0.4%+3.6%0.000%
1/17/2025 Mutual Advisors LLC57,334$13.15M0.4%-10.1%0.001%
1/17/2025 First PREMIER Bank850$197K0.1%+117.9%0.000%
1/17/2025 Echo45 Advisors LLC2,675$622K0.4%+9.8%0.000%
1/17/2025 Olistico Wealth LLC10,078$2.34M1.4%-4.8%0.000%
1/17/2025 True North Advisors LLC32,626$7.56M1.8%+143.2%0.001%
1/17/2025 Traynor Capital Management Inc.140,084$32.48M2.2%+5.2%0.003%
1/17/2025 Independent Wealth Network Inc.2,364$548K0.2%+14.9%0.000%
1/17/2025 Wesbanco Bank Inc.393,628$91.26M3.1%-5.3%0.008%
1/17/2025 Hudson Capital Management LLC28,672$6.65M2.1%-10.3%0.001%
1/17/2025 Janney Montgomery Scott LLC1,702,896$394.80M1.1%-2.8%0.036%
1/17/2025 GoalVest Advisory LLC12,360$2.87M0.8%-5.6%0.000%
1/17/2025 Eagle Capital Management LLC75,518$17.51M7.1%-0.8%0.002%
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1/17/2025 Baker Ellis Asset Management LLC44,100$10.22M1.5%-1.1%0.001%
1/17/2025 Kraft Asset Management LLC916$209K0.2%N/A0.000%
1/17/2025 Phillips Wealth Planners LLC9,169$2.06M2.1%-20.3%0.000%
1/17/2025 Evolution Wealth Advisors LLC4,450$1.03M0.2%+22.8%0.000%
1/17/2025 Paradiem LLC70,962$16.45M4.4%-10.2%0.002%
1/17/2025 Kelleher Financial Advisors2,405$558K0.2%+103.8%0.000%
1/17/2025 Marino Stram & Associates LLC6,119$1.42M0.3%+1.0%0.000%
1/17/2025 Westside Investment Management Inc.25,194$5.84M1.2%-2.4%0.001%
1/17/2025 Park Place Capital Corp8,091$1.88M0.5%-28.0%0.000%
1/17/2025 Janney Capital Management LLC170,322$39.49M2.6%-5.5%0.004%
1/17/2025 Magnus Financial Group LLC18,436$4.27M0.4%+1.3%0.000%
1/17/2025 Daymark Wealth Partners LLC135,385$31.39M1.0%-8.3%0.003%
1/17/2025 Luts & Greenleigh Group Inc.3,279$760K0.8%-3.2%0.000%
1/17/2025 Phoenix Wealth Advisors17,528$4.06M1.8%-3.7%0.000%
1/17/2025 Albion Financial Group UT127,088$29.46M2.0%-3.2%0.003%
1/17/2025 Eagle Wealth Strategies LLC2,831$656K0.5%+2.8%0.000%
1/17/2025 Viking Fund Management LLC123,000$28.52M4.4%-24.1%0.003%
1/17/2025 West Branch Capital LLC27,913$6.47M2.1%+9.8%0.001%
1/17/2025 Dakota Wealth Management245,353$56.88M1.3%-6.1%0.005%
1/17/2025 Braun Bostich & Associates Inc.7,063$1.64M1.2%-9.9%0.000%
1/17/2025 Eads & Heald Wealth Management12,044$2.79M1.4%-4.4%0.000%
1/17/2025 Barlow Wealth Partners Inc.1,040$237K0.0%N/A0.000%
1/17/2025 XML Financial LLC10,124$2.35M0.2%-2.5%0.000%
1/17/2025 Nisa Investment Advisors LLC1,435,803$332.88M1.3%+16.0%0.031%
1/17/2025 Genesis Private Wealth LLC2,189$508K0.3%N/A0.000%
1/17/2025 Simon Quick Advisors LLC26,338$6.11M0.4%+16.6%0.001%
1/17/2025 Red Spruce Capital LLC34,407$7.98M3.5%+4.5%0.001%
1/17/2025 Sheets Smith Wealth Management3,373$782K0.1%+3.1%0.000%
1/17/2025 Beaumont Financial Advisors LLC32,106$7.44M0.6%-12.2%0.001%
1/17/2025 MCF Advisors LLC14,039$3.26M0.2%-0.8%0.000%
1/17/2025 Capstone Wealth Management LLC1,126$261K0.3%N/A0.000%
1/17/2025 Proquility Private Wealth Partners LLC21,791$5.05M1.6%-1.3%0.000%
1/17/2025 Mirabaud & Cie SA26,939$6.25M2.0%-13.7%0.001%
1/17/2025 Aspire Private Capital LLC12,362$2.87M0.7%+25.0%0.000%
1/17/2025 Verum Partners LLC7,677$1.78M0.5%+2.1%0.000%
1/17/2025 Perfromance Wealth Partners LLC136,929$31.75M1.0%-3.3%0.003%
1/17/2025 Oxinas Partners Wealth Management LLC3,796$880K0.5%-55.9%0.000%
1/17/2025 Octavia Wealth Advisors LLC9,588$2.22M0.3%+0.8%0.000%
1/17/2025 Commons Capital LLC20,526$4.76M4.3%+1.2%0.000%
1/17/2025 Mitsubishi UFJ Asset Management UK Ltd.24,000$5.56M2.5%+71.4%0.001%
1/17/2025 Roberts Wealth Advisors LLC2,115$482K0.1%-12.6%0.000%
1/17/2025 Fort Washington Investment Advisors Inc. OH655,429$151.96M0.9%+9.5%0.014%
1/17/2025 Wall Street Financial Group Inc.1,368$317K0.3%N/A0.000%
1/17/2025 Atomi Financial Group Inc.50,287$11.66M0.6%+15.6%0.001%
1/17/2025 Great Waters Wealth Management1,780$413K0.1%-9.0%0.000%
1/17/2025 Monterey Private Wealth Inc.2,732$633K0.2%+14.8%0.000%
1/17/2025 AMI Asset Management Corp250,059$57.97M3.1%-2.0%0.005%
1/17/2025 Transform Wealth LLC181,972$42.19M2.3%+5.5%0.004%
1/17/2025 Chesley Taft & Associates LLC342,580$79.42M3.7%-1.8%0.007%
1/17/2025 Alpha Cubed Investments LLC16,767$3.89M0.2%+0.4%0.000%
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1/17/2025 Lockerman Financial Group Inc.3,298$765K1.3%-7.4%0.000%
1/17/2025 Clear Harbor Asset Management LLC8,607$2.00M0.2%+1.7%0.000%
1/17/2025 ADE LLC970$225K0.1%N/A0.000%
1/17/2025 Segment Wealth Management LLC203,343$47.14M3.2%-2.4%0.004%
1/17/2025 Perpetual Ltd399,369$92.59M1.1%-24.5%0.009%
1/16/2025 Charles Schwab Trust Co26,810$6.22M0.5%+6.9%0.001%
1/16/2025 Kiley Juergens Wealth Management LLC56,853$13.18M3.3%-1.7%0.001%
1/16/2025 Hamlin Capital Management LLC1,240,540$287.61M7.1%-13.7%0.026%
1/16/2025 Aspiriant LLC11,477$2.66M0.1%+6.2%0.000%
1/16/2025 Brookmont Capital Management1,196$277K0.1%-12.8%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, 3,403 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 3,196 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 1,164,080,131 shares in the last 24 months. This purchase volume represents approximately $175.50B in transactions.

Which Broadcom major shareholders have been selling company stock?

Of the 1,848 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), International Assets Investment Management LLC ($8.20M), Capital International Investors ($7.01M), Envestnet Asset Management Inc. ($4.64M), Capital Research Global Investors ($2.57M), Capital World Investors ($2.36M), and Clearbridge Investments LLC ($1.27M).

How much institutional selling is happening at Broadcom?

Institutional investors have sold a total of 87,351,040 shares in the last 24 months. This volume of shares sold represents approximately $9.66B in transactions.


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This page (NASDAQ:AVGO) was last updated on 1/20/2025 by MarketBeat.com Staff
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