Broadcom PteAVGO

13F holders, Q4 2024 (December 31)
9holders
1new positions
1sold out
$216.80avg. 13F price*

At the end of Q4 2024, 9 institutions reported holding Broadcom Pte Ltd. (AVGO) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Grassi Investment Management ($63.1M), Cohen Klingenstein LLC ($41.2M) and Cyrus J. Lawrence, LLC ($22.0M).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$2.9M
Exits1$33.0M

All 13F filers, Q3 2024 → Q4 2024: 14,615 shares bought and 243,502 shares sold, net −228,887 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 9 holders

Grassi Investment Management 5.39% Add +0.5% 272,375 $63.1M
Cohen Klingenstein LLC 1.41% Reduce -22.0% 177,555 $41.2M
Cyrus J. Lawrence, LLC 4.25% Reduce -0.3% 94,750 $22.0M
Brick & Kyle, Associates 1.26% New 12,674 $2.9M
Montchanin Asset Management, LLC 1.66% Reduce -14.8% 7,325 $1.7M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% Add +43.1% 1,660 $385K
Horizon Financial Services, LLC 0.07% Add +3.2% 516 $120K
West Oak Capital, LLC 0.05% Reduce -1.5% 39,735 $92K
Lam Group, Inc. 0.02% No change 110 $26K

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