Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionJacobi Capital Management LLC
Latest Disclosed Ownership15,689 shares
Latest Disclosed Value $ 4,855,843
Jacobi Capital Management LLC reports 12.94% increase in ownership of 1YD / Broadcom Inc.

On May 14, 2026 - Jacobi Capital Management LLC filed a 13F-HR form disclosing ownership of 15,689 shares of Broadcom Inc. (DE:1YD) valued at $4,140,327 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 13,892 shares of Broadcom Inc.. This represents a change in shares of 12.94% during the quarter. The current value of the position is $5,305,235 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.

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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 15,689 1,797 12.94 4,856 1.00 0.2713
2026-02-13 2025-12-31 13F BROADCOM COM 11135F101 13,892 418 3.10 4,808 8.14 0.2787
2025-11-07 2025-09-30 13F BROADCOM COM 11135F101 13,474 695 5.44 4,445 26.21 0.2706
2025-08-12 2025-06-30 13F BROADCOM COM 11135F101 12,779 191 1.52 3,522 67.16 0.2338
2025-05-27 2025-03-31 13F BROADCOM COM 11135F101 12,588 681 5.72 2,108 -23.66 0.1554
2025-02-05 2024-12-31 13F BROADCOM COM 11135F101 11,907 819 7.39 2,761 44.35 0.2062
2024-11-14 2024-09-30 13F BROADCOM COM 11135F101 11,088 10,244 1,213.74 1,913 41.11 0.1446
2024-08-09 2024-06-30 13F BROADCOM COM 11135F101 844 63 8.07 1,355 30.92 0.1176
2024-05-10 2024-03-31 13F BROADCOM COM 11135F101 781 -18 -2.25 1,036 16.03 0.0957
2024-02-14 2023-12-31 13F BROADCOM COM 11135F101 799 -110 -12.10 892 18.15 0.0915
2023-11-13 2023-09-30 13F BROADCOM COM 11135F101 909 9 1.00 755 -3.21 0.0854
2023-08-08 2023-06-30 13F BROADCOM COM 11135F101 900 -20 -2.17 781 32.20 0.0874
2023-05-05 2023-03-31 13F BROADCOM COM 11135F101 920 65 7.60 590 23.69 0.0700
2023-02-13 2022-12-31 13F BROADCOM COM 11135F101 855 86 11.18 478 39.88 0.0597
2022-11-09 2022-09-30 13F BROADCOM COM 11135F101 769 95 14.09 341 4.28 0.0467
2022-08-05 2022-06-30 13F BROADCOM COM 11135F101 674 36 5.64 327 -18.66 0.0435
2022-05-06 2022-03-31 13F BROADCOM COM 11135F101 638 220 52.63 402 44.60 0.0480
2022-02-14 2021-12-31 13F BROADCOM COM 11135F101 418 8 1.95 278 39.70 0.0331
2021-11-15 2021-09-30 13F BROADCOM COM 11135F101 410 27 7.05 199 8.74 0.0253
2021-08-12 2021-06-30 13F BROADCOM COM 11135F101 383 53 16.06 183 19.61 0.0242
2021-05-11 2021-03-31 13F BROADCOM COM 11135F101 330 33 11.11 153 17.69 0.0226
2021-02-08 2020-12-31 13F BROADCOM COM 11135F101 297 7 2.41 130 22.64 0.0205
2020-10-30 2020-09-30 13F BROADCOM COM 11135F101 290 6 2.11 106 17.78 0.0186
2020-08-04 2020-06-30 13F/A-1 BROADCOM COM 11135F101 284 -11 -3.73 90 28.57 0.0168
2020-07-27 2020-06-30 13F BROADCOM COM 11135F101 284 -11 90 16,826.1411
2020-04-24 2020-03-31 13F BROADCOM COM 11135F101 295 83 39.15 70 4.48 0.0150
2020-02-03 2019-12-31 13F BROADCOM COM 11135F101 212 24 12.77 67 28.85 0.0122
2019-11-12 2019-09-30 13F BROADCOM COM 11135F101 188 0 0.00 52 -3.70 0.0103
2019-08-07 2019-06-30 13F BROADCOM COM 11135F101 188 16 9.30 54 3.85 0.0110
2019-05-13 2019-03-31 13F BROADCOM COM 11135F101 172 20 13.16 52 33.33 0.0133
2019-02-11 2018-12-31 13F BROADCOM COM 11135F101 152 0 0.00 39 2.63 0.0107
2018-11-14 2018-09-30 13F BROADCOM COM 11135F101 152 0 0.00 38 2.70 0.0102
2018-08-14 2018-06-30 13F BROADCOM COM 11135F101 152 0 0.00 37 5.71 0.0107
2018-05-03 2018-03-31 13F BROADCOM SHS Y09827109 152 75 97.40 35 66.67 0.0105
2018-02-05 2017-12-31 13F BROADCOM SHS Y09827109 77 0 0.00 21 10.53 0.0068
2017-11-02 2017-09-30 13F BROADCOM SHS Y09827109 77 0 0.00 19 0.00 0.0064
2017-08-10 2017-06-30 13F BROADCOM SHS Y09827109 77 0 0.00 19 11.76 0.0074
2017-05-26 2017-03-31 13F BROADCOM SHS Y09827109 77 33 75.00 17 112.50 0.0087
2017-02-08 2016-12-31 13F BROADCOM SHS Y09827109 44 -33 -42.86 8 -38.46 0.0049
2016-11-14 2016-09-30 13F BROADCOM SHS Y09827109 77 32 71.11 13 85.71 0.0061
2016-11-14 2016-06-30 13F BROADCOM SHS Y09827109 45 45 7 0.0035
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.