Broadcom PteAVGO
13F holders, Q3 2025 (September 30)5holders −2
0new positions
1sold out
$329.91avg. 13F price*
At the end of Q3 2025, 5 institutions reported holding Broadcom Pte Ltd. (AVGO) in their 13F filings, down 2 from Q2 2025. 0 opened new positions and 1 sold out. The largest holders were Cohen Klingenstein LLC ($58.6M), West Oak Capital, LLC ($10.7M) and U S Wealth Group, Llc. ($3.8M).
- Company
- Broadcom Pte Ltd.
- CUSIP
- Y09827109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $935K |
All 13F filers, Q2 2025 → Q3 2025: 963 shares bought and 7,246 shares sold, net −6,283 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Cohen Klingenstein LLC | 1.84% | No change | 177,555 | $58.6M |
| West Oak Capital, LLC | 5.32% | Reduce -7.3% | 32,455 | $10.7M |
| U S Wealth Group, Llc. | 2.50% | Reduce -9.9% | 11,612 | $3.8M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.08% | Add +43.7% | 2,357 | $778K |
| Horizon Financial Services, LLC | 0.12% | Add +46.2% | 778 | $257K |
"% of holder's portfolio" is AVGO's weight in each manager's 13F, not the share of Broadcom Pte Ltd. the manager owns.