Vault-13

BROADCOM LTD

SHS · CUSIP Y09827109

7 institutional holders +0 vs Q1 2025
496,670496.7k shares reported held*
$127.3mreported value*
1 new 0 added 4 reduced 0 sold out net bought ≈ $1.3m (+4.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $256.41.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0510Q3 22: 8Q4 22: 7Q1 23: 7Q2 23: 8Q3 23: 7Q4 23: 8Q1 24: 9Q2 24: 9Q3 24: 9Q4 24: 9Q1 25: 7Q2 25: 77Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 20228
Q4 20227
Q1 20237
Q2 20238
Q3 20237
Q4 20238
Q1 20249
Q2 20249
Q3 20249
Q4 20249
Q1 20257
Q2 20257

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
505Q3 23: 3 bought or addedQ3 23: 2 cut or sold outQ4 23: 1 bought or addedQ4 23: 2 cut or sold outQ4 23Q1 24: 2 bought or addedQ1 24: 3 cut or sold outQ2 24: 3 bought or addedQ2 24: 3 cut or sold outQ2 24Q3 24: 4 bought or addedQ3 24: 2 cut or sold outQ4 24: 4 bought or addedQ4 24: 5 cut or sold outQ4 24Q1 25: 3 bought or addedQ1 25: 4 cut or sold outQ2 25: 1 bought or addedQ2 25: 4 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202332
Q4 202312
Q1 202423
Q2 202433
Q3 202442
Q4 202445
Q1 202534
Q2 202514

Biggest buyers

U S WEALTH GROUP, LLC. New +12,895+12.9k

Biggest sellers

Grassi Investment Management Reduced -8,125-8.1k
West Oak Capital, LLC Reduced -490-490
WD RUTHERFORD LLC Reduced -75-75
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC Reduced -20-20

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Grassi Investment Management 5.82% of their portfolio SANTA CLARA, CA 265,630265.6k $73.2m $73.2m 5.82% Reduced -8.1k -8,125
2 Cohen Klingenstein LLC 1.63% of their portfolio NEW YORK, NY 177,555177.6k $48.9m $48.9m 1.63% Unchanged
3 West Oak Capital, LLC 3.78% of their portfolio WESTLAKE VILLAGE, CA 35,02535.0k $96.5k $96.5k 3.78% Reduced -490 -490
4 U S WEALTH GROUP, LLC. 2.77% of their portfolio WOODBURY, NY 12,89512.9k $3.6m $3.6m 2.77% New
5 WD RUTHERFORD LLC 0.43% of their portfolio PORTLAND, OR 3,3933.4k $935.3k $935.3k 0.43% Reduced -75 -75
6 FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 0.05% of their portfolio WASHINGTON, DC 1,6401.6k $452.1k $452.1k 0.05% Reduced -20 -20
7 HORIZON FINANCIAL SERVICES, LLC 0.08% of their portfolio WINSTON SALEM, NC 532532 $146.7k $146.7k 0.08% Unchanged