Broadcom PteAVGO
13F holders, Q1 2025 (March 31)7holders −2
1new positions
2sold out
$167.51avg. 13F price*
At the end of Q1 2025, 7 institutions reported holding Broadcom Pte Ltd. (AVGO) in their 13F filings, down 2 from Q4 2024. 1 opened new positions and 2 sold out. The largest holders were Grassi Investment Management ($45.8M), Cohen Klingenstein LLC ($29.7M) and West Oak Capital, LLC ($5.9M).
- Company
- Broadcom Pte Ltd.
- CUSIP
- Y09827109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $621K |
| Exits | 2 | $3.0M |
All 13F filers, Q4 2024 → Q1 2025: 4,864 shares bought and 107,126 shares sold, net −102,262 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Grassi Investment Management | 4.24% | Add +0.5% | 273,755 | $45.8M |
| Cohen Klingenstein LLC | 1.08% | No change | 177,555 | $29.7M |
| West Oak Capital, LLC | 3.32% | Reduce -10.6% | 35,515 | $5.9M |
| Cyrus J. Lawrence, LLC | 2.93% | Reduce -95.1% | 4,628 | $774K |
| WD Rutherford LLC | 0.33% | New | 3,468 | $621K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.03% | No change | 1,660 | $278K |
| Horizon Financial Services, LLC | 0.05% | Add +3.1% | 532 | $89K |
"% of holder's portfolio" is AVGO's weight in each manager's 13F, not the share of Broadcom Pte Ltd. the manager owns.