Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership811,673 shares
Latest Disclosed Value $ 251,221,064
EP Wealth Advisors, Inc. reports 5.22% decrease in ownership of 1YD / Broadcom Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 811,673 shares of Broadcom Inc. (DE:1YD) valued at $214,200,505 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 856,403 shares of Broadcom Inc.. This represents a change in shares of -5.22% during the quarter. The current value of the position is $274,467,225 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F BROADCOM COM 11135F101 811,673 -44,730 -5.22 251,221 -15.24 1.2340
2026-02-18 2025-12-31 13F BROADCOM COM 11135F101 856,403 -41,844 -4.66 296,401 19.71 1.5400
2025-08-14 2025-06-30 13F BROADCOM COM 11135F101 898,247 18,712 2.13 247,602 68.14 1.6273
2025-05-15 2025-03-31 13F BROADCOM COM 11135F101 879,535 -22,757 -2.52 147,261 -29.60 1.1764
2025-02-14 2024-12-31 13F BROADCOM COM 11135F101 902,292 -48,826 -5.13 209,187 27.50 1.7071
2024-11-15 2024-09-30 13F BROADCOM COM 11135F101 951,118 856,448 904.67 164,068 7.94 1.4101
2024-08-19 2024-06-30 13F BROADCOM COM 11135F101 94,670 406 0.43 151,996 21.66 1.6148
2024-05-14 2024-03-31 13F BROADCOM COM 11135F101 94,264 -1,001 -1.05 124,939 17.49 1.4604
2024-02-28 2023-12-31 13F BROADCOM COM 11135F101 95,265 -3,650 -3.69 106,340 29.43 1.3563
2023-11-24 2023-09-30 13F BROADCOM COM 11135F101 98,915 -39,293 -28.43 82,157 -11.26 1.2744
2023-08-14 2023-06-30 13F BROADCOM COM 11135F101 138,208 28,816 26.34 92,580 31.92 1.3346
2023-06-05 2023-03-31 13F BROADCOM COM 11135F101 109,392 1,260 1.17 70,179 16.08 1.2070
2023-06-12 2022-12-31 13F BROADCOM COM 11135F101 108,132 1,829 1.72 60,460 28.09 1.0895
2022-12-02 2022-09-30 13F BROADCOM COM 11135F101 106,303 15,786 17.44 47,199 7.33 1.0704
2022-08-11 2022-06-30 13F BROADCOM COM 11135F101 90,517 899 1.00 43,974 -22.07 0.9904
2022-05-20 2022-03-31 13F BROADCOM COM 11135F101 89,618 343 0.38 56,430 -5.01 1.2388
2022-02-17 2021-12-31 13F BROADCOM COM 11135F101 89,275 1,301 1.48 59,405 39.25 1.4041
2021-11-23 2021-09-30 13F/A-1 BROADCOM COM 11135F101 87,974 2,588 3.03 42,661 4.78 1.1698
2021-11-16 2021-09-30 13F BROADCOM COM 11135F101 5,425 -79,961 42,661 1.1698
2021-08-24 2021-06-30 13F BROADCOM COM 11135F101 85,386 4,585 5.67 40,716 8.68 1.1288
2021-05-17 2021-03-31 13F BROADCOM COM 11135F101 80,801 7,845 10.75 37,464 17.28 1.1911
2021-02-18 2020-12-31 13F BROADCOM COM 11135F101 72,956 2,937 4.19 31,944 25.23 1.1231
2020-11-17 2020-09-30 13F BROADCOM COM 11135F101 70,019 917 1.33 25,509 16.97 1.0976
2020-08-14 2020-06-30 13F BROADCOM COM 11135F101 69,102 2,274 3.40 21,809 37.64 0.9313
2020-05-18 2020-03-31 13F BROADCOM COM 11135F101 66,828 3,537 5.59 15,845 -20.78 0.7754
2020-02-14 2019-12-31 13F BROADCOM COM 11135F101 63,291 3,273 5.45 20,001 20.71 0.8237
2019-11-18 2019-09-30 13F BROADCOM COM 11135F101 60,018 377 0.63 16,569 -3.49 0.8216
2019-08-27 2019-06-30 13F BROADCOM COM 11135F101 59,641 -1,559 -2.55 17,168 -6.71 1.0726
2019-05-20 2019-03-31 13F BROADCOM COM 11135F101 61,200 61,200 2.61 18,403 7.19 1.7695
2018-08-14 2018-06-30 13F BROADCOM SHS Y09827109 0 -56,379 -100.00 0 -100.00
2018-05-15 2018-03-31 13F BROADCOM SHS Y09827109 56,379 2,546 4.73 13,286 -3.93 1.2842
2018-02-15 2017-12-31 13F BROADCOM SHS Y09827109 53,833 405 0.76 13,830 6.73 1.4592
2017-11-15 2017-09-30 13F BROADCOM SHS Y09827109 53,428 681 1.29 12,958 5.41 1.4966
2017-08-17 2017-06-30 13F BROADCOM SHS Y09827109 52,747 -6,324 -10.71 12,293 -4.96 1.5068
2017-05-15 2017-03-31 13F BROADCOM SHS Y09827109 59,071 -555 -0.93 12,934 36.38 1.7840
2017-02-15 2016-12-31 13F BROADCOM SHS Y09827109 59,626 1,907 3.30 9,484 -4.76 1.3860
2016-11-14 2016-09-30 13F BROADCOM SHS Y09827109 57,719 2,166 3.90 9,958 15.35 1.5561
2016-08-15 2016-06-30 13F BROADCOM SHS Y09827109 55,553 55,553 8,633 1.3757
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.