Broadcom Inc.
US ˙ NasdaqGS ˙ US11135F1012

SecurityAVGO / Broadcom Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership12,722,632 shares
Latest Disclosed Value $ 3,936,439,012
Dimensional Fund Advisors Lp reports 9.59% increase in ownership of AVGO / Broadcom Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 12,722,632 shares of Broadcom Inc. (US:AVGO) valued at $3,937,781,830 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 11,609,565 shares of Broadcom Inc.. This represents a change in shares of 9.59% during the quarter. The current value of the position is $4,907,500,841 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)
2026-05-07 2026-03-31 13F BROADCOM COM 11135F101 12,722,632 1,113,067 9.59 3,936,439 -2.04 0.8177
2026-02-12 2025-12-31 13F BROADCOM COM 11135F101 11,609,565 240,737 2.12 4,018,324 7.13 0.8429
2025-11-12 2025-09-30 13F BROADCOM COM 11135F101 11,368,828 811,943 7.69 3,750,814 28.90 0.8049
2025-08-12 2025-06-30 13F BROADCOM COM 11135F101 10,556,885 315,506 3.08 2,909,896 69.72 0.6737
2025-05-13 2025-03-31 13F BROADCOM COM 11135F101 10,241,379 32,231 0.32 1,714,546 -27.58 0.4262
2025-02-13 2024-12-31 13F BROADCOM COM 11135F101 10,209,148 -191,131 -1.84 2,367,422 31.97 0.5686
2024-11-07 2024-09-30 13F BROADCOM COM 11135F101 10,400,279 9,173,787 747.97 1,793,859 -8.90 0.4351
2024-08-09 2024-06-30 13F BROADCOM COM 11135F101 1,226,492 -683,162 -35.77 1,969,085 -22.20 0.5143
2024-05-10 2024-03-31 13F BROADCOM COM 11135F101 1,909,654 -181,186 -8.67 2,531,076 8.45 0.6853
2024-02-07 2023-12-31 13F BROADCOM COM 11135F101 2,090,840 90,397 4.52 2,333,965 40.47 0.6815
2023-11-09 2023-09-30 13F BROADCOM COM 11135F101 2,000,443 20,244 1.02 1,661,591 -3.27 0.5450
2023-08-09 2023-06-30 13F BROADCOM COM 11135F101 1,980,199 62,138 3.24 1,717,682 39.60 0.5474
2023-05-12 2023-03-31 13F BROADCOM COM 11135F101 1,918,061 97,064 5.33 1,230,465 120,770.83 0.4145
2023-02-09 2022-12-31 13F BROADCOM COM 11135F101 1,820,997 -32,786 -1.77 1,018 -99.88 0.3008
2022-11-10 2022-09-30 13F BROADCOM COM 11135F101 1,853,783 -5,692 -0.31 823,160 -8.88 0.3160
2022-08-12 2022-06-30 13F BROADCOM COM 11135F101 1,859,475 17,613 0.96 903,343 -22.11 0.3240
2022-05-13 2022-03-31 13F BROADCOM COM 11135F101 1,841,862 69,868 3.94 1,159,796 -1.64 0.3573
2022-02-09 2021-12-31 13F BROADCOM COM 11135F101 1,771,994 138,417 8.47 1,179,087 48.83 0.3565
2021-11-12 2021-09-30 13F BROADCOM COM 11135F101 1,633,577 117,509 7.75 792,221 9.59 0.2552
2021-08-12 2021-06-30 13F BROADCOM COM 11135F101 1,516,068 55,885 3.83 722,919 6.74 0.2289
2021-05-14 2021-03-31 13F BROADCOM COM 11135F101 1,460,183 302,018 26.08 677,282 33.56 0.2240
2021-03-08 2020-12-31 13F/A-2 BROADCOM COM 11135F101 1,158,165 49,366 4.45 507,081 25.53 0.1831
2021-02-11 2020-12-31 13F BROADCOM COM 11135F101 1,158,165 49,366 507,081 183,130.7044
2020-11-12 2020-09-30 13F BROADCOM COM 11135F101 1,108,799 -3,319 -0.30 403,940 15.11 0.1713
2020-08-13 2020-06-30 13F BROADCOM COM 11135F101 1,112,118 -10,450 -0.93 350,917 31.84 0.1542
2020-05-14 2020-03-31 13F BROADCOM COM 11135F101 1,122,568 -1,274 -0.11 266,167 -25.05 0.1387
2020-02-14 2019-12-31 13F BROADCOM COM 11135F101 1,123,842 -181,575 -13.91 355,139 -1.45 0.1294
2019-11-12 2019-09-30 13F BROADCOM COM 11135F101 1,305,417 -213,831 -14.07 360,377 -17.59 0.1400
2019-08-13 2019-06-30 13F BROADCOM COM 11135F101 1,519,248 -103,611 -6.38 437,324 -10.39 0.1698
2019-08-12 2019-03-31 13F/A-2 BROADCOM COM 11135F101 1,622,859 -21,449 -1.30 488,006 16.71 0.1944
2019-05-10 2019-03-31 13F BROADCOM COM 11135F101 1,622,859 -21,449 488,006
2019-02-26 2018-12-31 13F/A-1 BROADCOM COM 11135F101 1,644,308 96,233 6.22 418,142 9.48 0.1894
2019-02-13 2018-12-31 13F BROADCOM COM 11135F101 1,644,308 96,233 418,142
2018-11-13 2018-09-30 13F BROADCOM COM 11135F101 1,548,075 599,685 63.23 381,949 65.97 0.1454
2018-08-10 2018-06-30 13F BROADCOM COM 11135F101 948,390 -17,599 -1.82 230,133 1.10 0.0917
2018-05-11 2018-03-31 13F BROADCOM CLA Y09827109 965,989 159,385 19.76 227,640 9.85 0.0949
2018-02-12 2017-12-31 13F BROADCOM CLA Y09827109 806,604 71,714 9.76 207,235 16.27 0.0859
2017-11-13 2017-09-30 13F BROADCOM CLA Y09827109 734,890 -24,446 -3.22 178,242 0.72 0.0779
2017-08-11 2017-06-30 13F BROADCOM CLA Y09827109 759,336 14,806 1.99 176,970 8.56 0.0817
2017-05-12 2017-03-31 13F BROADCOM CLA Y09827109 744,530 3,763 0.51 163,023 24.48 0.0779
2017-02-09 2016-12-31 13F BROADCOM CLA Y09827109 740,767 -8,692 -1.16 130,961 1.29 0.0654
2016-11-10 2016-09-30 13F BROADCOM CLA Y09827109 749,459 108,313 16.89 129,298 29.77 0.0699
2016-08-09 2016-06-30 13F BROADCOM CLA Y09827109 641,146 149,519 30.41 99,635 31.15 0.0573
2016-05-13 2016-03-31 13F BROADCOM CLA Y09827109 491,627 59,547 13.78 75,968 21.11 0.0455
2016-02-10 2015-12-31 13F AVAGO TECHNOLOGIES CLA Y0486S104 432,080 33,664 8.45 62,726 25.98 0.0391
2015-11-13 2015-09-30 13F AVAGO TECHNOLOGIES CLA Y0486S104 398,416 -5,216 -1.29 49,792 -7.20 0.0327
2015-08-14 2015-06-30 13F AVAGO TECHNOLOGIES CLA Y0486S104 403,632 63,038 18.51 53,657 24.04 0.0329
2015-05-14 2015-03-31 13F AVAGO TECHNOLOGIES CLA Y0486S104 340,594 5,043 1.50 43,257 28.15 0.0273
2015-02-06 2014-12-31 13F AVAGO TECHNOLOGIES CLA Y0486S104 335,551 22,356 7.14 33,756 23.88 0.0222
2014-11-13 2014-09-30 13F AVAGO TECHNOLOGIES CLA Y0486S104 313,195 10,120 3.34 27,250 24.79 0.0193
2014-08-08 2014-06-30 13F AVAGO TECHNOLOGIES CLA Y0486S104 303,075 82,195 37.21 21,836 53.56 0.0152
2014-05-14 2014-03-31 13F AVAGO TECHNOLOGIES CLA Y0486S104 220,880 14,548 7.05 14,220 30.32 0.0106
2014-02-12 2013-12-31 13F AVAGO TECHNOLOGIES CLA Y0486S104 206,332 14,770 7.71 10,912 32.17 0.0085
2013-11-13 2013-09-30 13F AVAGO TECHNOLOGIES CLA Y0486S104 191,562 33,857 21.47 8,256 40.05 0.0071
2013-08-15 2013-06-30 13F AVAGO TECHNOLOGIES CLA Y0486S104 157,705 157,705 5,895 0.0056
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.