Broadcom PteAVGO
13F holders, Q2 2025 (June 30)7holders
1new positions
0sold out
$275.65avg. 13F price*
At the end of Q2 2025, 7 institutions reported holding Broadcom Pte Ltd. (AVGO) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Grassi Investment Management ($73.2M), Cohen Klingenstein LLC ($48.9M) and West Oak Capital, LLC ($9.7M).
- Company
- Broadcom Pte Ltd.
- CUSIP
- Y09827109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $3.6M |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 12,895 shares bought and 8,710 shares sold, net +4,185 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Grassi Investment Management | 5.82% | Reduce -3.0% | 265,630 | $73.2M |
| Cohen Klingenstein LLC | 1.63% | No change | 177,555 | $48.9M |
| West Oak Capital, LLC | 4.85% | Reduce -1.4% | 35,025 | $9.7M |
| U S Wealth Group, Llc. | 2.77% | New | 12,895 | $3.6M |
| WD Rutherford LLC | 0.43% | Reduce -2.2% | 3,393 | $935K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.05% | Reduce -1.2% | 1,640 | $452K |
| Horizon Financial Services, LLC | 0.08% | No change | 532 | $147K |
"% of holder's portfolio" is AVGO's weight in each manager's 13F, not the share of Broadcom Pte Ltd. the manager owns.