Institutional Ownership AVGO (NASDAQ) - Broadcom Inc
Institutional Ownership Insights: Discover AVGO Holdings. Gain a Comprehensive Overview of Funds and Institutions.
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Gurufocus
| Valid Date | Name | Percent of AVGO shares |
Percent of Portfolio |
Number of Shares that are hold |
Change (in shares) |
Change (in Percent) |
|---|---|---|---|---|---|---|
| 2023-09-30 | BlackRock Inc | 7.634% | 0.753% | 31508933 | -172755 | -0.55% |
| 2023-09-30 | Capital Research & Mgmt Co - Division 3 | 5.409% | 4.705% | 22324657 | -586058 | -2.56% |
| 2023-09-30 | Northern Trust Corp | 1.128% | 0.749% | 4655402 | 93615 | 2.05% |
| 2023-09-30 | Capital Research Global Investors | 4.371% | 4.126% | 18042406 | -1163578 | -6.06% |
| 2023-09-30 | Capital World Investors | 6.860% | 4.658% | 28312734 | 490213 | 1.76% |
| 2023-09-30 | JPMorgan Chase & Co | 1.047% | 0.396% | 4321005 | 1127205 | 35.29% |
| 2023-09-30 | Morgan Stanley - Brokerage Accounts | 1.435% | 0.500% | 5920600 | -81003 | -1.35% |
| 2023-09-30 | Charles Schwab Investment Management Inc | 1.283% | 1.251% | 5293891 | -150445 | -2.76% |
| 2023-09-30 | Legal & General Group PLC | 0.658% | 0.786% | 2713561 | -98495 | -3.50% |
| 2023-09-30 | FMR Inc | 0.974% | 0.289% | 4019122 | 573826 | 16.66% |
| 2023-09-30 | Geode Capital Management, LLC | 2.105% | 0.858% | 8687046 | 84807 | 0.99% |
| 2023-09-30 | Nuveen Asset Management, LLC | 1.044% | 1.259% | 4306945 | 26727 | 0.62% |
| 2023-09-30 | State Street Corporation | 4.011% | 0.762% | 16553386 | -388063 | -2.29% |
| 2023-09-30 | Ameriprise Financial Inc | 1.047% | 1.179% | 4321719 | -186455 | -4.14% |
| 2023-09-30 | Amvescap Plc. | 0.777% | 0.717% | 3206601 | 514120 | 19.09% |
| 2023-09-30 | Vanguard Group Inc | 9.754% | 0.821% | 40258013 | -273442 | -0.67% |
| 2023-09-30 | Wellington Management Company LLP | 0.975% | 0.671% | 4025658 | 1228755 | 43.93% |
| 2023-09-30 | Bank of America Corp | 1.842% | 0.695% | 7601731 | -752246 | -9.00% |
| 2023-09-30 | Jennison Associates LLC | 0.606% | 1.764% | 2501124 | -327442 | -11.58% |
| 2023-09-30 | Bank of New York Mellon Corp | 0.953% | 0.718% | 3932819 | -106681 | -2.64% |
| 2023-06-30 | State Street Corporation | 4.105% | 0.772% | 16941449 | 309326 | 1.86% |
| 2023-06-30 | JPMorgan Chase & Co | 0.774% | 0.301% | 3193800 | 1685799 | 111.79% |
| 2023-06-30 | Legal & General Group PLC | 0.681% | 0.794% | 2812056 | 235514 | 9.14% |
| 2023-06-30 | Nuveen Asset Management, LLC | 1.037% | 1.292% | 4280218 | 179272 | 4.37% |
| 2023-06-30 | Wellington Management Company LLP | 0.678% | 0.460% | 2796903 | 903889 | 47.75% |
| 2023-06-30 | Morgan Stanley - Brokerage Accounts | 1.454% | 0.513% | 6001603 | 238645 | 4.14% |
| 2023-06-30 | T. Rowe Price Associates, Inc. | 0.878% | 0.438% | 3622186 | -401794 | -9.98% |
| 2023-06-30 | Vanguard Group Inc | 9.821% | 0.834% | 40531455 | 373299 | 0.93% |
| 2023-06-30 | Northern Trust Corp | 1.105% | 0.760% | 4561787 | -183694 | -3.87% |
| 2023-06-30 | Jennison Associates LLC | 0.685% | 2.013% | 2828566 | 183810 | 6.95% |
| 2023-06-30 | Bank of New York Mellon Corp | 0.979% | 0.736% | 4039500 | -247940 | -5.78% |
| 2023-06-30 | BlackRock Inc | 7.676% | 0.758% | 31681688 | 1836795 | 6.15% |
| 2023-06-30 | Capital Research & Mgmt Co - Division 3 | 5.552% | 4.795% | 22910715 | -4675754 | -16.95% |
| 2023-06-30 | Capital Research Global Investors | 4.654% | 4.464% | 19205984 | -1961728 | -9.27% |
| 2023-06-30 | Capital World Investors | 6.742% | 4.642% | 27822521 | 468493 | 1.71% |
| 2023-06-30 | Charles Schwab Investment Management Inc | 1.319% | 1.340% | 5444336 | -602587 | -9.97% |
| 2023-06-30 | Ameriprise Financial Inc | 1.092% | 1.228% | 4508174 | -561002 | -11.07% |
| 2023-06-30 | FMR Inc | 0.835% | 0.251% | 3445296 | -1445656 | -29.56% |
| 2023-06-30 | Bank of America Corp | 2.024% | 0.760% | 8353977 | -1880775 | -18.38% |
| 2023-06-30 | Geode Capital Management, LLC | 2.084% | 0.875% | 8602239 | 788551 | 10.09% |
| 2023-03-31 | Amvescap Plc. | 0.701% | 0.517% | 2891187 | 314928 | 12.22% |
| 2023-03-31 | Bank of America Corp | 2.480% | 0.674% | 10234752 | 351458 | 3.56% |
| 2023-03-31 | BlackRock Inc | 7.232% | 0.565% | 29844893 | 499945 | 1.70% |
| 2023-03-31 | Charles Schwab Investment Management Inc | 1.465% | 1.171% | 6046923 | -464679 | -7.14% |
| 2023-03-31 | Geode Capital Management, LLC | 1.893% | 0.650% | 7813688 | 375418 | 5.05% |
| 2023-03-31 | State Street Corporation | 4.030% | 0.602% | 16632123 | 794832 | 5.02% |
| 2023-03-31 | OFI Invest Asset Management | 8.170% | 0.272% | 33717418 | 33717418 | - |
| 2023-03-31 | Ameriprise Financial Inc | 1.228% | 1.067% | 5069176 | -74607 | -1.45% |
| 2023-03-31 | Nuveen Asset Management, LLC | 0.994% | 0.978% | 4100946 | -76116 | -1.82% |
| 2023-03-31 | Morgan Stanley - Brokerage Accounts | 1.397% | 0.396% | 5762958 | -115916 | -1.97% |
| 2023-03-31 | Envestnet Asset Management Inc | 1.262% | 0.194% | 5207035 | 4599078 | 756.48% |
Funds
| Valid Date | Name | Percent of AVGO shares |
Percent of Portfolio |
Number of Shares that are hold |
Change (in shares) |
Change (in Percent) |
|---|---|---|---|---|---|---|
| 2023-10-31 | iShares Core S&P 500 ETF | 0.969% | 0.986% | 3997691 | -1230 | -0.03% |
| 2023-10-31 | Invesco QQQ Trust | 1.722% | 3.074% | 7108806 | 5128 | 0.07% |
| 2023-10-31 | Vanguard Value Index Inv | 0.855% | 2.131% | 3527810 | -16459 | -0.46% |
| 2023-10-31 | SPDR® S&P 500 ETF Trust | 1.119% | 0.988% | 4619970 | 56350 | 1.23% |
| 2023-10-31 | Vanguard Institutional 500 Index Trust | 2.415% | 0.985% | 9965772 | 46963 | 0.47% |
| 2023-10-31 | Vanguard Total Stock Mkt Idx Inv | 3.130% | 0.853% | 12916549 | 60156 | 0.47% |
| 2023-09-30 | Fidelity® 500 Index | 1.149% | 0.950% | 4740270 | -36067 | -0.76% |
| 2023-09-30 | Capital Group Wash Mutual Invtrs Comp | 2.734% | 6.313% | 11284717 | -506898 | -4.30% |
| 2023-09-30 | Capital Group Investment Co of Amer Comp | 1.517% | 4.795% | 6259563 | -512096 | -7.56% |
| 2023-09-30 | Capital Group World Growth & Inc Cmp | 1.091% | 3.513% | 4502364 | -122661 | -2.65% |
| 2023-09-30 | American Funds Fundamental Invs A | 1.763% | 5.389% | 7277224 | -33414 | -0.46% |
| 2023-09-30 | Invesco QQQ Trust | 1.703% | 2.971% | 7030604 | -40383 | -0.57% |
| 2023-09-30 | Vanguard Value Index Inv | 0.859% | 2.041% | 3544269 | -92327 | -2.54% |
| 2023-09-30 | SPDR® S&P 500 ETF Trust | 1.124% | 0.951% | 4639325 | 3675 | 0.08% |
| 2023-09-30 | Vanguard Institutional 500 Index Trust | 2.403% | 0.949% | 9918809 | -122316 | -1.22% |
| 2023-09-30 | Vanguard Total Stock Mkt Idx Inv | 3.115% | 0.818% | 12856393 | -133299 | -1.03% |
| 2023-09-30 | Capital Group Growth Fnd of Amer Comp | 1.885% | 3.092% | 7781340 | -177284 | -2.23% |
| 2023-09-30 | American Funds Growth Fund of Amer A | 1.885% | 2.899% | 7781340 | -177284 | -2.23% |
| 2023-09-30 | Capital Group Fundamental Invtrs Comp | 1.763% | 5.544% | 7277224 | -33414 | -0.46% |
| 2023-09-30 | American Funds Washington Mutual A | 2.734% | 6.118% | 11284717 | -506898 | -4.30% |
| 2023-09-30 | American Funds Capital Income Bldr A | 0.893% | 3.162% | 3686331 | -204802 | -5.26% |
| 2023-09-30 | American Funds Capital World Gr&Inc A | 1.091% | 3.510% | 4502364 | -122661 | -2.65% |
| 2023-09-30 | American Funds American Balanced A | 1.987% | 3.501% | 8199785 | 113008 | 1.40% |
| 2023-09-30 | American Funds Income Fund of Amer A | 0.791% | 2.403% | 3266450 | -105000 | -3.11% |
| 2023-09-30 | American Funds Invmt Co of Amer A | 1.517% | 4.614% | 6259563 | -512096 | -7.56% |
| 2023-09-29 | iShares Core S&P 500 ETF | 0.946% | 0.952% | 3902901 | 8610 | 0.22% |
| 2023-09-28 | Invesco QQQ Trust | 1.713% | 2.974% | 7070987 | -58972 | -0.83% |
| 2023-08-31 | SPDR® S&P 500 ETF Trust | 1.104% | 1.020% | 4558123 | -3984 | -0.09% |
| 2023-08-31 | Invesco QQQ Trust | 1.701% | 3.157% | 7021853 | 31008 | 0.44% |
| 2023-08-31 | Vanguard 500 Index Investor | 2.433% | 1.019% | 10041125 | 56516 | 0.57% |
| 2023-08-31 | Vanguard Institutional 500 Index Trust | 2.433% | 1.019% | 10041125 | 56516 | 0.57% |
| 2023-08-31 | Fidelity® 500 Index | 1.157% | 1.019% | 4776337 | 37968 | 0.80% |
| 2023-08-31 | iShares Core S&P 500 ETF | 0.945% | 1.019% | 3899532 | -8951 | -0.23% |
| 2023-08-31 | Vanguard Total Stock Mkt Idx Inv | 3.147% | 0.875% | 12989692 | 1140 | 0.01% |
| 2023-08-31 | Vanguard Value Index Inv | 0.881% | 2.249% | 3636596 | 10853 | 0.30% |
| 2023-07-31 | Vanguard 500 Index Investor | 2.419% | 0.975% | 9984609 | 57559 | 0.58% |
| 2023-07-31 | Vanguard Value Index Inv | 0.879% | 2.131% | 3625743 | 21198 | 0.59% |
| 2023-07-31 | SPDR® S&P 500 ETF Trust | 1.143% | 0.977% | 4716487 | 9462 | 0.20% |
| 2023-07-31 | Invesco QQQ Trust | 1.741% | 3.027% | 7183999 | 55556 | 0.78% |
| 2023-07-31 | Vanguard Total Stock Mkt Idx Inv | 3.147% | 0.834% | 12988552 | -13935 | -0.11% |
| 2023-07-31 | Fidelity® 500 Index | 1.148% | 0.975% | 4738369 | 30396 | 0.65% |
| 2023-07-31 | iShares Core S&P 500 ETF | 0.938% | 0.975% | 3869983 | 4000 | 0.10% |
| 2023-06-30 | American Funds Capital Income Bldr A | 0.943% | 3.311% | 3891133 | -1217565 | -23.83% |
| 2023-06-30 | American Funds Washington Mutual A | 2.857% | 6.430% | 11791615 | -1755282 | -12.96% |
| 2023-06-30 | American Funds American Balanced A | 1.960% | 3.470% | 8086777 | -650247 | -7.44% |
| 2023-06-30 | American Funds Growth Fund of Amer A | 1.929% | 2.967% | 7958624 | -379794 | -4.55% |
| 2023-06-30 | Capital Group Fundamental Invtrs Comp | 1.772% | 5.430% | 7310638 | -192507 | -2.57% |
| 2023-06-30 | Capital Group Investment Co of Amer Comp | 1.641% | 5.041% | 6771659 | -443292 | -6.14% |
| 2023-06-30 | Capital Group World Growth & Inc Cmp | 1.121% | 3.593% | 4625025 | -301642 | -6.12% |
| 2023-06-30 | Fidelity® 500 Index | 1.141% | 0.971% | 4707973 | 31789 | 0.68% |
| 2023-06-30 | Capital Group Growth Fnd of Amer Comp | 1.929% | 2.967% | 7958624 | -379794 | -4.55% |
| 2023-06-30 | American Funds Capital World Gr&Inc A | 1.121% | 3.590% | 4625025 | -301642 | -6.12% |
| 2023-06-30 | American Funds Invmt Co of Amer A | 1.641% | 5.041% | 6771659 | -443292 | -6.14% |
| 2023-06-30 | Capital Group Wash Mutual Invtrs Comp | 2.857% | 6.430% | 11791615 | -1755282 | -12.96% |
| 2023-06-30 | American Funds Fundamental Invs A | 1.772% | 5.430% | 7310638 | -192507 | -2.57% |
| 2023-03-31 | Vanguard Instl Ttl Stck Mkt Idx Tr | 3.128% | 0.668% | 12906640 | 589790 | 4.79% |