Broadcom (AVGO) Institutional Ownership

$1,344.07
+49.65 (+3.84%)
(As of 04/26/2024 ET)

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

Current
Institutional Ownership
Percentage
76.43%
Number of
Institutional Buyers
(last 12 months)
2044
Total
Institutional Inflows
(last 12 months)
$244.27B
Number of
Institutional Sellers
(last 12 months)
1438
Total
Institutional Outflows
(last 12 months)
$54.96B
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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
4/27/2024 Riverwater Partners LLC151$200K0.1%N/A0.000%
4/27/2024 Weatherly Asset Management L. P.383$507K0.0%-2.5%0.000%
4/27/2024Phoenix Wealth Advisors2,408$3.19M1.9%-16.5%0.001%
4/27/2024Hourglass Capital LLC3,020$4.00M1.2%-22.4%0.001%
4/27/2024NORTHSTAR ASSET MANAGEMENT Co LLC405$537K0.1%+15.7%0.000%
4/27/2024Conning Inc.30,868$40.84M1.3%-13.3%0.007%
4/27/2024Foster Victor Wealth Advisors LLC12,278$16.97M1.5%-1.8%0.003%
4/27/2024BayBridge Capital Group LLC308$377K0.3%N/A0.000%
4/26/2024Pinnacle Associates Ltd.66,923$88.70M1.4%-6.3%0.014%
4/26/2024Trueblood Wealth Management LLC530$702K0.4%-8.0%0.000%
4/26/2024Securian Asset Management Inc.25,920$34.36M1.0%-6.8%0.006%
4/26/2024Plan Group Financial LLC388$514K0.3%+39.6%0.000%
4/26/2024Triasima Portfolio Management inc.1,452$1.92M0.2%+2.0%0.000%
4/26/2024BLB&B Advisors LLC1,421$1.88M0.1%+263.4%0.000%
4/26/2024UMB Bank n.a.56,179$74.46M1.2%-0.9%0.012%
4/26/2024Cottonwood Capital Advisors LLC507$664K0.5%-16.9%0.000%
4/26/2024Highview Capital Management LLC DE 2,486$3.30M1.5%+0.8%0.001%
4/26/2024Prestige Wealth Management Group LLC955$1.27M0.3%-1.1%0.000%
4/26/2024Crestone Asset Management LLC338$448K0.1%+11.2%0.000%
4/26/2024Northwest Bancshares Inc.662$877K0.1%-1.3%0.000%
4/26/2024Renaissance Group LLC32,067$42.50M1.6%-6.5%0.007%
4/26/2024Yousif Capital Management LLC58,670$77.76M0.9%-3.5%0.013%
4/26/2024Schmidt P J Investment Management Inc.11,689$15.49M2.9%+0.1%0.003%
4/26/2024Farmers & Merchants Trust Co of Chambersburg PA2,402$3.18M1.3%-19.7%0.001%
4/26/2024YHB Investment Advisors Inc.933$1.24M0.1%+8.1%0.000%
4/26/2024ZWJ Investment Counsel Inc.51,660$68.47M3.1%-23.9%0.011%
4/26/2024Opus Capital Group LLC751$995K0.1%-15.9%0.000%
4/26/2024First National Trust Co16,686$22.12M0.9%+23.2%0.004%
4/26/2024Sage Rhino Capital LLC608$806K0.2%-6.0%0.000%
4/26/2024McKinley Carter Wealth Services Inc.10,803$14.32M1.0%-2.2%0.002%
4/26/2024Mitchell & Pahl Private Wealth LLC2,762$3.66M1.9%-3.6%0.001%
4/26/2024Clear Creek Financial Management LLC484$642K0.1%+17.8%0.000%
4/26/2024Quantum Financial Advisors LLC1,093$1.45M0.3%+29.7%0.000%
4/26/2024Members Trust Co218$289K0.0%+21.8%0.000%
4/26/2024Legacy Bridge LLC2,987$3.96M2.3%-7.8%0.001%
4/26/2024CloudAlpha Capital Management Limited Hong Kong31,700$42.02M5.0%N/A0.007%
4/26/2024Pacific Heights Asset Management LLC22,000$29.16M2.4%-31.3%0.005%
4/26/2024SYSTM Wealth Solutions LLC4,907$6.50M0.8%+2.4%0.001%
4/26/2024Sumitomo Life Insurance Co.5,842$7.74M0.2%-3.7%0.001%
4/26/2024Pioneer Trust Bank N A OR163$216K0.1%N/A0.000%
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4/26/2024 Mesirow Financial Investment Management Inc.24,214$32.09M0.7%N/A0.005%
4/26/2024Carr Financial Group Corp443$588K0.2%-4.9%0.000%
4/26/2024MONECO Advisors LLC1,458$1.93M0.3%+3.7%0.000%
4/26/2024TI Trust Inc.1,391$1.84M1.4%+22.6%0.000%
4/26/2024KG&L Capital Management LLC1,018$1.35M0.5%-15.4%0.000%
4/26/2024Verdence Capital Advisors LLC11,463$15.19M1.4%-10.1%0.002%
4/26/2024Petredis Investment Advisors LLC5,696$7.55M0.9%+3.6%0.001%
4/26/2024Emerald Advisors LLC855$1.13M0.2%-8.8%0.000%
4/26/2024Financial Insights Inc.2,026$2.69M0.8%+2.4%0.000%
4/26/2024Caliber Wealth Management LLC3,348$4.44M2.4%-4.2%0.001%
4/26/2024Checchi Capital Advisers LLC4,711$6.24M0.5%+1.8%0.001%
4/26/2024Latitude Advisors LLC541$718K0.4%+9.5%0.000%
4/26/2024Bogart Wealth LLC5,573$7.39M0.4%+1,770.1%0.001%
4/25/2024Allworth Financial LP13,560$17.97M0.1%+9.0%0.003%
4/25/2024Shaker Investments LLC OH5,320$7.05M3.0%-16.5%0.001%
4/25/2024Q3 Asset Management511$678K0.2%N/A0.000%
4/25/2024Jacobsen Capital Management746$989K0.5%+1.2%0.000%
4/25/2024Lindbrook Capital LLC8,449$11.20M1.0%-20.5%0.002%
4/25/2024New York State Teachers Retirement System445,701$590.74M1.2%-2.6%0.096%
4/25/2024One Day In July LLC206$273K0.0%+13.2%0.000%
4/25/2024Human Investing LLC3,023$4.01M0.8%-5.5%0.001%
4/25/2024Center for Financial Planning Inc.1,029$1.36M0.2%+1.8%0.000%
4/25/2024Inlet Private Wealth LLC524$695K0.2%-12.5%0.000%
4/25/2024Adell Harriman & Carpenter Inc.56,793$75.28M6.2%-2.0%0.012%
4/25/2024Ulland Investment Advisors LLC28$37K0.0%N/A0.000%
4/25/2024Bank of New York Mellon Corp3,938,569$5.22B1.0%-3.7%0.850%
4/25/2024Strategy Asset Managers LLC14,804$19.62M4.2%-2.3%0.003%
4/25/2024Kinneret Advisory LLC3,482$4.62M0.5%-0.3%0.001%
4/25/2024Osborne Partners Capital Management LLC651$863K0.1%-5.1%0.000%
4/25/2024Bridges Investment Management Inc.9,914$13.14M0.4%+12.1%0.002%
4/25/2024TNF LLC419$526K0.2%-2.8%0.000%
4/25/2024Equitable Trust Co.3,114$4.13M0.3%-14.2%0.001%
4/25/2024Schnieders Capital Management LLC722$957K0.2%+18.2%0.000%
4/25/2024Smith Chas P & Associates PA Cpas490$650K0.0%+66.1%0.000%
4/25/2024Glassy Mountain Advisors Inc.6,346$8.41M3.2%-5.1%0.001%
4/25/2024BCM Advisors LLC2,589$3.25M0.8%+2.5%0.001%
4/25/2024Advocate Group LLC3,008$3.99M0.8%-14.3%0.001%
4/25/2024HTLF Bank7,963$10.55M1.2%-23.3%0.002%
4/25/2024Capital Investment Advisory Services LLC4,171$5.53M0.6%-0.5%0.001%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 256,324$339.73M1.2%+11.8%0.055%
4/25/2024L.M. Kohn & Company511$678K0.2%+2.8%0.000%
4/25/2024Center For Asset Management LLC1,146$1.52M1.2%-14.4%0.000%
4/25/2024MTM Investment Management LLC1,771$2.35M1.0%+3.5%0.000%
4/25/2024Fjarde AP Fonden Fourth Swedish National Pension Fund86,099$114.12M1.3%+2.4%0.019%
4/25/2024Aaron Wealth Advisors LLC1,399$1.85M0.3%+64.0%0.000%
4/25/2024Eudaimonia Partners LLC1,845$2.45M0.6%-2.9%0.000%
4/25/2024 Valeo Financial Advisors LLC4,926$6.19M0.2%+12.5%0.001%
4/25/2024Smallwood Wealth Investment Management LLC189$251K0.2%N/A0.000%
4/25/2024Randolph Co Inc55,206$73.17M9.0%-12.7%0.012%
4/25/2024Olistico Wealth LLC1,014$1.34M1.0%-19.1%0.000%
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4/25/2024Telos Capital Management Inc.430$570K0.1%-4.4%0.000%
4/25/2024Argus Investors Counsel Inc.1,569$2.08M1.3%-30.8%0.000%
4/25/2024 Freedom Day Solutions LLC2,526$3.35M1.2%-9.9%0.001%
4/25/2024 Summit Financial LLC6,639$8.80M0.5%-23.6%0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.54,877$72.73M0.3%-1.2%0.012%
4/24/2024 Private Trust Co. NA4,329$5.74M0.6%+0.3%0.001%
4/24/2024 Leavell Investment Management Inc.1,378$1.83M0.1%+18.1%0.000%
4/24/2024 PSI Advisors LLC34$45K0.0%+36.0%0.000%
4/24/2024 Patton Albertson Miller Group LLC3,725$4.94M0.7%+114.3%0.001%
4/24/2024 Win Advisors Inc.249$330K0.1%-41.5%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, 2,892 institutional investors and hedge funds held shares of Broadcom. The most heavily invested institutionals were Vanguard Group Inc. ($33.44B), Capital World Investors ($31.14B), BlackRock Inc. ($27.48B), Capital International Investors ($26.04B), Capital Research Global Investors ($19.88B), State Street Corp ($14.70B), and Geode Capital Management LLC ($7.44B).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 2,636 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), Norges Bank ($5.58M), Edmp Inc. ($4.91M), Envestnet Asset Management Inc. ($4.85M), BlackRock Inc. ($3.52M), International Assets Investment Management LLC ($3.33M), and Jennison Associates LLC ($2.87M).

How much institutional buying is happening at Broadcom?

Institutional investors have bought a total of 310,471,663 shares in the last 24 months. This purchase volume represents approximately $261.55B in transactions.

Which Broadcom major shareholders have been selling company stock?

Of the 1,814 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 ($33.69M), Capital International Investors ($6.67M), Capital World Investors ($4.98M), Envestnet Asset Management Inc. ($4.62M), Capital Research Global Investors ($2.82M), Charles Schwab Investment Management Inc. ($1.26M), and Clearbridge Investments LLC ($1.01M).

How much institutional selling is happening at Broadcom?

Institutional investors have sold a total of 83,654,465 shares in the last 24 months. This volume of shares sold represents approximately $66.93B in transactions.


This page (NASDAQ:AVGO) was last updated on 4/28/2024 by MarketBeat.com Staff

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