Broadcom PteAVGO
13F holders, Q2 2024 (June 30)9holders
1new positions
1sold out
$1605.52avg. 13F price*
At the end of Q2 2024, 9 institutions reported holding Broadcom Pte Ltd. (AVGO) in their 13F filings, unchanged from Q1 2024. 1 opened new positions and 1 sold out. The largest holders were Grassi Investment Management ($41.9M), Cohen Klingenstein LLC ($37.0M) and Penobscot Investment Management Company, Inc. ($30.6M).
- Company
- Broadcom Pte Ltd.
- CUSIP
- Y09827109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $15.2M |
| Exits | 1 | $762K |
All 13F filers, Q1 2024 → Q2 2024: 9,879 shares bought and 953 shares sold, net +8,926 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Grassi Investment Management | 3.71% | Reduce -0.4% | 26,090 | $41.9M |
| Cohen Klingenstein LLC | 1.34% | No change | 23,037 | $37.0M |
| Penobscot Investment Management Company, Inc. | 2.95% | Add +2.1% | 19,042 | $30.6M |
| Cyrus J. Lawrence, LLC | 3.08% | New | 9,479 | $15.2M |
| West Oak Capital, LLC | 2.96% | Reduce -5.4% | 4,575 | $7.3M |
| Montchanin Asset Management, LLC | 1.32% | No change | 860 | $1.4M |
| Custom Portfolio Group LLC | 0.31% | No change | 249 | $400K |
| Horizon Financial Services, LLC | 0.05% | No change | 50 | $80K |
| Lam Group, Inc. | 0.01% | Add +37.5% | 11 | $18K |
"% of holder's portfolio" is AVGO's weight in each manager's 13F, not the share of Broadcom Pte Ltd. the manager owns.