Security Name: BROADCOM INC
Ticker: AVGO
Security Type: EQU
Exchange: US
CUSIP: 11135F101

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $559.16B - 3,142 -
2024-09-30 $592.61B +6.0% 3,282 +4.5%
2024-12-31 $805.54B +35.9% 2,753 -16.1%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
ASK CAPITAL MANAGEMENT, LLC $394.9M 1,703K 89.6%
CINCINNATI SPECIALTY UNDERWRITERS INSURANCE CO $90.3M 389K 24.8%
CRESCENT PARK MANAGEMENT, L.P. $48.5M 209K 18.6%
HAVEN CAPITAL GROUP, INC. $19.2M 82K 18.0%
MICHAEL & SUSAN DELL FOUNDATION $296.1M 1,277K 15.9%
UNICOM SYSTEMS, INC. $63.5M 274K 15.4%
CSU PRODUCER RESOURCES, INC. $4.4M 19K 14.5%
FLIGHT DECK CAPITAL, LP $12.9M 55K 14.3%
RANDOLPH CO INC $122.7M 529K 13.7%
GLASS WEALTH MANAGEMENT CO LLC $25.1M 108K 13.7%
FUKOKU MUTUAL LIFE INSURANCE CO $189.0M 815K 13.6%
TREE LINE ADVISORS LTD. $68.4M 295K 12.9%
BLUE WHALE CAPITAL LLP $158.7M 684K 11.8%
O'NEIL GLOBAL ADVISORS, INC. $40.3M 173K 11.8%
SUMMIT SECURITIES GROUP LLC $56.8M 244K 11.7%
OAKTOP CAPITAL MANAGEMENT II, L.P. $84.1M 362K 10.5%
CANTILLON CAPITAL MANAGEMENT LLC $1708.9M 7,370K 10.3%
TELLIGENT FUND, LP $10.7M 46K 10.2%
THORNBURG INVESTMENT MANAGEMENT INC $731.2M 3,153K 9.7%
NEARWATER CAPITAL MARKETS, LTD $322.8M 1,392K 9.2%
WATCHTOWER ADVISORS, LP $16.2M 70K 9.2%
DAUNTLESS INVESTMENT GROUP, LLC $8.5M 36K 8.9%
ADELL HARRIMAN & CARPENTER INC $128.0M 552K 8.9%
CINCINNATI FINANCIAL CORP $399.9M 1,724K 8.8%
KINETIC PARTNERS MANAGEMENT, LP $132.9M 573K 8.8%

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