Broadcom PteAVGO

13F holders, Q1 2024 (March 31)
9holders
$1325.40avg. 13F price*

At the end of Q1 2024, 9 institutions reported holding Broadcom Pte Ltd. (AVGO) in their 13F filings. The largest holders were Grassi Investment Management ($34.7M), Cohen Klingenstein LLC ($30.5M) and Penobscot Investment Management Company, Inc. ($24.7M).

Company
Broadcom Pte Ltd.
CUSIP
Y09827109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q1 2024: 9Q1 2024Q2 2024: 9Q2 2024Q3 2024: 9Q3 2024Q4 2024: 9Q4 2024Q1 2025: 7Q1 2025Q2 2025: 7Q2 2025Q3 2025: 5Q3 2025Q4 2025: 4Q4 2025Q1 2026: 4Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions1$66K
Exits1$242K

Ownership 9 holders

Grassi Investment Management 3.14% No change 26,205 $34.7M
Cohen Klingenstein LLC 1.14% Reduce -5.0% 23,037 $30.5M
Penobscot Investment Management Company, Inc. 2.61% Reduce -0.2% 18,645 $24.7M
West Oak Capital, LLC 2.73% Add +0.2% 4,838 $6.4M
Montchanin Asset Management, LLC 1.14% — 860 $1.1M
Barr E S & Co. 0.05% No change 575 $762K
Custom Portfolio Group LLC 0.27% No change 249 $330K
Horizon Financial Services, LLC 0.04% New 50 $66K
Lam Group, Inc. 0.01% No change 8 $11K

"% of holder's portfolio" is AVGO's weight in each manager's 13F, not the share of Broadcom Pte Ltd. the manager owns.