13F

Stock

Broadcom Inc.

AVGO · held by 35 managers

Reported value

$5.15B

Holders

35

+2 new · −0 exited

Holders’ est. mark

$1.25B

Price effect on 20 books still in the name

Largest holder

$3B

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC12.9M$3B$766.9MCut−$14.8M
DANSKE BANK A/S2.76M$640.8M$155.7MAdded$188.1M
AEGON ASSET MANAGEMENT UK Plc1.58M$366.4M$93.8MAdded$71.7M
Swiss Life Asset Management Ltd1.25M$288.7M$47.9MAdded$149.3M
Marex Group plc1.13M$262.6M$41.6MAdded$141.5M
Employees Provident Fund Board976.6K$226.4M$58MAdded$22.4M
Danica Pension, Livsforsikringsaktieselskab756K$175.3M$41.5MAdded$54.7M
National Philanthropic Trust507.4K$117.6M$29.9MAdded$30.6M
Kentucky Farm Bureau Mutual Insurance Co80K$18.5M$4.75MAdded$4.75M
ELEVATION POINT WEALTH PARTNERS, LLC36.3K$8.43M$2.16MAdded$1.72M
Leonteq Securities AG25.6K$6.26M$1.67MAdded$2.29M
Saranac Partners Ltd26.8K$6.21M$1.59MAdded$1.21M
Revere Asset Management, Inc25.2K$5.85MNew
Finivi Inc.23.3K$5.41M$1.38MAdded$1.19M
Catherine Avery Investment Management LLC21K$4.86MHeld
Millennium Capital Advisors, LLC13K$3.02M$772KAdded$595.9K
CHESAPEAKE ASSET MANAGEMENT LLC10.8K$2.51M$642.1KAdded$509.4K
Prestige Wealth Management Group LLC9.91K$2.3M$581KAdded$608.2K
Womack Financial LLC7.97K$1.85MHeld
Severin Investments, LLC7.67K$1.78MHeld
Roehl & Yi Investment Advisors, LLC7.47K$1.73MHeld
American State Bank (Iowa)6.89K$1.6M$409KAdded$365K
Peak Planning Group, LLC6.53K$1.51M−$856.2KAdded$513.7K
Aventura Private Wealth, LLC4.46K$1.03MHeld
Medallion Wealth Advisors, LLC4.04K$898.1KHeld
Clark Wealth Partners2.91K$674.6KHeld
Bawa N Mallick Trust2.5K$579.6KHeld
Stark Wealth Management LLC1.94K$449.3KHeld
Maxele Advisors, LLC1.09K$252.9KNew
Flavin Financial Services, Inc.960$222.6KHeld
Evelyn Partners Investment Management Services Ltd560$129.8KHeld
Cornerstone National Bank & Trust Co127$29.4K$7.54KAdded$7.54K
Ransom Advisory, Ltd90$20.9K$5.34KAdded$5.34K
Evelyn Partners Investment Management LLP45$10.4KHeld
Evelyn Partners Asset Management Ltd21$4.87KHeld

Positions as of Q4 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.