Broadcom Inc.
US ˙ NasdaqGS ˙ US11135F1012

SecurityAVGO / Broadcom Inc.
InstitutionOakworth Capital, Inc.
Latest Disclosed Ownership19,094 shares
Latest Disclosed Value $ 5,909,787
Oakworth Capital, Inc. reports 8.97% increase in ownership of AVGO / Broadcom Inc.

On April 24, 2026 - Oakworth Capital, Inc. filed a 13F-HR form disclosing ownership of 19,094 shares of Broadcom Inc. (US:AVGO) valued at $5,909,784 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 17,523 shares of Broadcom Inc.. This represents a change in shares of 8.97% during the quarter. The current value of the position is $7,365,129 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)
2026-04-24 2026-03-31 13F BROADCOM INC SR GLBL COMMON STOCK 11135F101 19,094 1,571 8.97 5,910 -2.56 0.1495
2026-01-30 2025-12-31 13F BROADCOM INC SR GLBL COMMON STOCK 11135F101 17,523 1,905 12.20 6,065 17.70 0.3311
2025-11-04 2025-09-30 13F BROADCOM COMMON STOCK 11135F101 15,618 1,443 10.18 5,153 31.87 0.2977
2025-07-17 2025-06-30 13F BROADCOM COMMON STOCK 11135F101 14,175 1,828 14.81 3,907 89.02 0.2519
2025-04-24 2025-03-31 13F BROADCOM COMMON STOCK 11135F101 12,347 -995 -7.46 2,067 -33.17 0.1440
2025-01-27 2024-12-31 13F BROADCOM COMMON STOCK 11135F101 13,342 -458 -3.32 3,093 29.96 0.2128
2024-10-21 2024-09-30 13F BROADCOM INC COM COMMON STOCK 11135F101 13,800 12,571 1,022.86 2,381 20.63 0.1650
2024-07-19 2024-06-30 13F BROADCOM INC COM COMMON STOCK 11135F101 1,229 53 4.51 1,973 26.64 0.1442
2024-04-22 2024-03-31 13F BROADCOM INC COM COMMON STOCK 11135F101 1,176 0 0.00 1,559 18.75 0.1174
2024-01-31 2023-12-31 13F BROADCOM INC COM COMMON STOCK 11135F101 1,176 70 6.33 1,313 42.92 0.1053
2023-10-31 2023-09-30 13F BROADCOM INC COM COMMON STOCK 11135F101 1,106 2 0.18 919 -4.08 0.0835
2023-07-28 2023-06-30 13F BROADCOM INC COM COMMON STOCK 11135F101 1,104 17 1.56 958 37.30 0.0814
2023-05-02 2023-03-31 13F BROADCOM INC COM COMMON STOCK 11135F101 1,087 0 0.00 697 14.83 0.0624
2023-02-03 2022-12-31 13F BROADCOM INC COM COMMON STOCK 11135F101 1,087 -595 -35.37 608 -18.74 0.0583
2022-10-31 2022-09-30 13F BROADCOM INC COM COMMON STOCK 11135F101 1,682 0 0.00 747 -8.57 0.0826
2022-08-05 2022-06-30 13F BROADCOM INC COM COMMON STOCK 11135F101 1,682 0 0.00 817 -22.85 0.0822
2022-04-11 2022-03-31 13F BROADCOM INC COM COMMON STOCK 11135F101 1,682 107 6.79 1,059 1.05 0.0912
2022-02-07 2021-12-31 13F BROADCOM INC COM COMMON STOCK 11135F101 1,575 0 0.00 1,048 37.17 0.0891
2021-11-10 2021-09-30 13F BROADCOM INC COM COMMON STOCK 11135F101 1,575 60 3.96 764 5.82 0.0738
2021-07-20 2021-06-30 13F BROADCOM INC COM COMMON STOCK 11135F101 1,515 23 1.54 722 4.34 0.0720
2021-04-30 2021-03-31 13F BROADCOM INC COM COMMON STOCK 11135F101 1,492 0 0.00 692 5.97 0.0786
2021-02-12 2020-12-31 13F BROADCOM INC COM COMMON STOCK 11135F101 1,492 0 0.00 653 20.04 0.0846
2020-11-09 2020-09-30 13F BROADCOM INC COM COMMON STOCK 11135F101 1,492 0 0.00 544 15.50 0.0882
2020-08-11 2020-06-30 13F BROADCOM INC COM COMMON STOCK 11135F101 1,492 487 48.46 471 97.90 0.0846
2020-05-07 2020-03-31 13F BROADCOM INC COM COMMON STOCK 11135F101 1,005 517 105.94 238 57.62 0.0559
2020-01-31 2019-12-31 13F BROADCOM INC COM COMMON STOCK 11135F101 488 337 223.18 151 259.52 0.0265
2019-11-13 2019-09-30 13F BROADCOM INC COM COMMON STOCK 11135F101 151 149 7,450.00 42 0.0081
2019-08-02 2019-06-30 13F BROADCOM INC COM COMMON STOCK 11135F101 2 2 0 0.0000
2018-10-25 2018-09-30 13F BROADCOM INC COM COMMON STOCK 11135F101 0 -26 -100.00 0 -100.00
2018-08-07 2018-06-30 13F BROADCOM INC COM COMMON STOCK 11135F101 26 26 6 0.0012
2017-04-26 2017-03-31 13F BROADCOM LTD FOREIGN EQUITIES Y09827109 0 -1 -100.00 0 0.0000
2017-01-27 2016-12-31 13F BROADCOM LTD FOREIGN EQUITIES Y09827109 1 0 0.00 0 0.0000
2016-10-24 2016-09-30 13F BROADCOM LTD FOREIGN EQUITIES Y09827109 1 -23 -95.83 0 -100.00
2016-07-20 2016-06-30 13F BROADCOM LTD FOREIGN EQUITIES Y09827109 24 0 0.00 4 0.00 0.0015
2016-05-13 2016-03-31 13F BROADCOM LTD FOREIGN EQUITIES Y09827109 24 24 4 0.0016
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.