Broadcom PteAVGO

13F holders, Q3 2024 (September 30)
9holders
1new positions
0sold out
$172.50avg. 13F price*

At the end of Q3 2024, 9 institutions reported holding Broadcom Pte Ltd. (AVGO) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Grassi Investment Management ($46.7M), Cohen Klingenstein LLC ($39.3M) and Penobscot Investment Management Company, Inc. ($33.0M).

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions1$200K
Exits0$0

All 13F filers, Q2 2024 → Q3 2024: 12,242 shares bought and 8,095 shares sold, net +4,147 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 9 holders

Grassi Investment Management 4.04% Add +3.9% 270,950 $46.7M
Cohen Klingenstein LLC 1.37% Reduce -1.2% 227,675 $39.3M
Penobscot Investment Management Company, Inc. 2.97% Add +0.4% 191,186 $33.0M
Cyrus J. Lawrence, LLC 3.22% Add +0.3% 95,056 $16.4M
West Oak Capital, LLC 3.42% Reduce -11.8% 40,350 $7.0M
Montchanin Asset Management, LLC 1.38% No change 8,600 $1.5M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.02% New 1,160 $200K
Horizon Financial Services, LLC 0.05% No change 500 $86K
Lam Group, Inc. 0.01% No change 110 $19K

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