Broadcom Inc.
US ˙ NasdaqGS ˙ US11135F1012

SecurityAVGO / Broadcom Inc.
InstitutionDiversified Trust Co
Latest Disclosed Ownership153,535 shares
Latest Disclosed Value $ 47,520,699
Diversified Trust Co reports 1.03% increase in ownership of AVGO / Broadcom Inc.

On April 16, 2026 - Diversified Trust Co filed a 13F-HR form disclosing ownership of 153,535 shares of Broadcom Inc. (US:AVGO) valued at $47,520,618 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 151,963 shares of Broadcom Inc.. This represents a change in shares of 1.03% during the quarter. The current value of the position is $73,578,578 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)
2026-04-16 2026-03-31 13F BROADCOM COM 11135F101 153,535 1,572 1.03 47,521 -9.65 0.5820
2026-01-09 2025-12-31 13F BROADCOM COM 11135F101 151,963 3,243 2.18 52,595 7.19 0.9681
2025-10-20 2025-09-30 13F BROADCOM COM 11135F101 148,720 -1,036 -0.69 49,064 18.86 0.9800
2025-07-11 2025-06-30 13F BROADCOM COM 11135F101 149,756 -1,246 -0.83 41,280 63.28 0.9161
2025-04-24 2025-03-31 13F BROADCOM COM 11135F101 151,002 -31,264 -17.15 25,282 -40.17 0.6255
2025-01-07 2024-12-31 13F BROADCOM COM 11135F101 182,266 9,571 5.54 42,257 41.85 1.0300
2024-10-07 2024-09-30 13F BROADCOM COM 11135F101 172,695 157,478 1,034.88 29,790 21.93 0.7506
2024-07-16 2024-06-30 13F BROADCOM COM 11135F101 15,217 -574 -3.63 24,431 16.73 0.6903
2024-04-18 2024-03-31 13F BROADCOM COM 11135F101 15,791 -752 -4.55 20,930 13.34 0.6308
2024-01-08 2023-12-31 13F BROADCOM COM 11135F101 16,543 -197 -1.18 18,466 32.82 0.6208
2023-11-17 2023-09-30 13F BROADCOM COM 11135F101 16,740 -368 -2.15 13,904 -6.31 0.5260
2023-07-18 2023-06-30 13F BROADCOM COM 11135F101 17,108 -453 -2.58 14,840 31.71 0.5416
2023-04-07 2023-03-31 13F BROADCOM COM 11135F101 17,561 245 1.41 11,266 125,077.78 0.4386
2023-01-17 2022-12-31 13F BROADCOM COM 11135F101 17,316 -631 -3.52 10 -99.89 0.4033
2022-10-14 2022-09-30 13F BROADCOM COM 11135F101 17,947 1,244 7.45 7,969 -1.79 0.3606
2022-07-12 2022-06-30 13F BROADCOM COM 11135F101 16,703 1,031 6.58 8,114 -17.77 0.3400
2022-04-07 2022-03-31 13F BROADCOM COM 11135F101 15,672 36 0.23 9,868 -5.15 0.3444
2022-01-13 2021-12-31 13F BROADCOM COM 11135F101 15,636 576 3.82 10,404 42.46 0.3425
2022-01-13 2021-09-30 13F BROADCOM COM 11135F101 15,060 -194 -1.27 7,303 0.40 0.2626
2021-07-20 2021-06-30 13F BROADCOM COM 11135F101 15,254 -419 -2.67 7,274 0.10 0.2624
2021-05-10 2021-03-31 13F BROADCOM COM 11135F101 15,673 1,074 7.36 7,267 13.69 0.2801
2021-01-08 2020-12-31 13F BROADCOM COM 11135F101 14,599 -786 -5.11 6,392 14.04 0.2592
2020-10-15 2020-09-30 13F BROADCOM COM 11135F101 15,385 1,262 8.94 5,605 25.76 0.2588
2020-07-07 2020-06-30 13F BROADCOM COM 11135F101 14,123 1,853 15.10 4,457 53.21 0.2252
2020-04-10 2020-03-31 13F BROADCOM COM 11135F101 12,270 5,284 75.64 2,909 31.75 0.1701
2020-01-09 2019-12-31 13F BROADCOM COM 11135F101 6,986 6,986 2,208 0.0989
2016-11-03 2016-09-30 13F BROADCOM SHS Y09827109 0 -8,463 -100.00 0 -100.00
2016-07-26 2016-06-30 13F BROADCOM SHS Y09827109 8,463 -1,360 -13.85 1,315 -13.37 0.1517
2016-05-02 2016-03-31 13F BROADCOM SHS Y09827109 9,823 1,161 13.40 1,518 20.76 0.1671
2016-01-27 2015-12-31 13F AVAGO TECHNOLOGIES SHS Y0486S104 8,662 -3,072 -26.18 1,257 -14.31 0.1347
2015-11-02 2015-09-30 13F AVAGO TECHNOLOGIES SHS Y0486S104 11,734 3,835 48.55 1,467 39.71 0.1576
2015-07-15 2015-06-30 13F AVAGO TECHNOLOGIES SHS Y0486S104 7,899 7,899 1,050 0.0992
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.