Broadcom Inc.
IT ˙ BIT ˙ US11135F1012
343,75 € ↓ -12,00 (-3,37%)
2026-06-05
DEL PRIS
SecurityIT:1AVGO / Broadcom Inc.
InstitutionBurney Co/
Latest Disclosed Ownership101,942 shares
Latest Disclosed Value $ 31,551,920
Burney Co/ reports 35.90% decrease in ownership of 1AVGO / Broadcom Inc.

On April 29, 2026 - Burney Co/ filed a 13F-HR form disclosing ownership of 101,942 shares of Broadcom Inc. (IT:1AVGO) valued at $26,382,590 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 159,024 shares of Broadcom Inc.. This represents a change in shares of -35.90% during the quarter. The current value of the position is $35,042,562 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)
2026-04-29 2026-03-31 13F BROADCOM COM 11135F101 101,942 -57,082 -35.90 31,552 -42.67 0.8061
2026-01-23 2025-12-31 13F BROADCOM COM 11135F101 159,024 -2,140 -1.33 55,038 3.52 1.7159
2025-10-16 2025-09-30 13F BROADCOM COM 11135F101 161,164 -12,433 -7.16 53,170 11.11 1.6911
2025-08-05 2025-06-30 13F BROADCOM COM 11135F101 173,597 -7,004 -3.88 47,852 58.25 1.6196
2025-05-06 2025-03-31 13F BROADCOM COM 11135F101 180,601 -7,758 -4.12 30,238 -30.76 1.1002
2025-01-14 2024-12-31 13F BROADCOM COM 11135F101 188,359 -7,537 -3.85 43,669 29.23 1.5431
2024-10-18 2024-09-30 13F BROADCOM COM 11135F101 195,896 172,579 740.14 33,792 -9.73 1.2019
2024-07-29 2024-06-30 13F BROADCOM COM 11135F101 23,317 -5,164 -18.13 37,436 -0.83 1.4304
2024-05-22 2024-03-31 13F BROADCOM COM 11135F101 28,481 -3,247 -10.23 37,749 6.59 1.4383
2024-02-12 2023-12-31 13F BROADCOM COM 11135F101 31,728 -4,621 -12.71 35,416 17.31 1.4906
2023-11-08 2023-09-30 13F BROADCOM COM 11135F101 36,349 -838 -2.25 30,191 -6.41 1.4146
2023-08-09 2023-06-30 13F BROADCOM COM 11135F101 37,187 21,526 137.45 32,257 221.08 1.4787
2023-05-10 2023-03-31 13F BROADCOM COM 11135F101 15,661 910 6.17 10,047 21.81 0.4951
2023-02-06 2022-12-31 13F BROADCOM COM 11135F101 14,751 -6,838 -31.67 8,248 -13.97 0.4177
2022-11-15 2022-09-30 13F BROADCOM COM 11135F101 21,589 2,190 11.29 9,586 1.72 0.5291
2022-08-12 2022-06-30 13F BROADCOM COM 11135F101 19,399 12,366 175.83 9,424 112.78 0.4958
2022-05-09 2022-03-31 13F BROADCOM COM 11135F101 7,033 -1,146 -14.01 4,429 -18.61 0.1818
2022-02-11 2021-12-31 13F BROADCOM COM 11135F101 8,179 37 0.45 5,442 37.84 0.2349
2021-11-12 2021-09-30 13F BROADCOM COM 11135F101 8,142 -2,735 -25.14 3,948 -23.89 0.1853
2021-08-06 2021-06-30 13F BROADCOM COM 11135F101 10,877 919 9.23 5,187 12.35 0.2413
2021-05-13 2021-03-31 13F BROADCOM COM 11135F101 9,958 3,050 44.15 4,617 52.63 0.2277
2021-02-11 2020-12-31 13F BROADCOM COM 11135F101 6,908 -66 -0.95 3,025 19.05 0.1660
2020-12-14 2020-09-30 13F BROADCOM COM 11135F101 6,974 1,720 32.74 2,541 53.26 0.1574
2020-08-13 2020-06-30 13F BROADCOM COM 11135F101 5,254 629 13.60 1,658 51.14 0.1076
2020-05-13 2020-03-31 13F BROADCOM COM 11135F101 4,625 400 9.47 1,097 -17.83 0.0843
2020-02-14 2019-12-31 13F BROADCOM COM 11135F101 4,225 647 18.08 1,335 35.12 0.0736
2019-11-12 2019-09-30 13F BROADCOM COM 11135F101 3,578 57 1.62 988 -2.56 0.0592
2019-08-12 2019-06-30 13F BROADCOM COM 11135F101 3,521 3,521 1,014 0.0615
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.