SEC 13F Intelligence

Broadcom Ltd

CUSIP Y09827109

Broadcom Ltd has 4 institutional holders in Filings Flow’s 13F database, together reporting 19.1K shares worth $6M as of Q1 2026. The largest reported holders are Grassi Investment Management, Cohen Klingenstein LLC, and U S Wealth Group, LLC..

Institutional Holders
4
Q1 2026
Reported Value
$6M
Ticker
unmapped
private placement or foreign
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 13Q2 ’19Q3 ’19: 12Q4 ’19: 11Q1 ’20: 11Q2 ’20: 12Q2 ’20Q3 ’20: 11Q4 ’20: 10Q1 ’21: 11Q2 ’21: 9Q2 ’21Q3 ’21: 8Q4 ’21: 8Q1 ’22: 9Q2 ’22: 8Q2 ’22Q3 ’22: 6Q4 ’22: 7Q1 ’23: 7Q2 ’23: 6Q2 ’23Q3 ’23: 5Q4 ’23: 6Q1 ’24: 7Q2 ’24: 8Q2 ’24Q3 ’24: 7Q4 ’24: 6Q1 ’25: 6Q2 ’25: 7Q2 ’25Q3 ’25: 5Q4 ’25: 3Q1 ’26: 4filingsflow.com
Total reported value
Q2 ’19: $62MQ2 ’19Q3 ’19: $54MQ4 ’19: $81MQ1 ’20: $37MQ2 ’20: $46MQ2 ’20Q3 ’20: $63MQ4 ’20: $53MQ1 ’21: $58MQ2 ’21: $53MQ2 ’21Q3 ’21: $49MQ4 ’21: $60MQ1 ’22: $56MQ2 ’22: $43MQ2 ’22Q3 ’22: $34MQ4 ’22: $42MQ1 ’23: $48MQ2 ’23: $65MQ2 ’23Q3 ’23: $62MQ4 ’23: $83MQ1 ’24: $98MQ2 ’24: $119MQ2 ’24Q3 ’24: $121MQ4 ’24: $46MQ1 ’25: $77MQ2 ’25: $127MQ2 ’25Q3 ’25: $64MQ4 ’25: $63MQ1 ’26: $6Mfilingsflow.com

Holders

Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
U S WEALTH GROUP, LLC.$152M AUM2.62%$4M11.5KQ1 2026
Cohen Klingenstein LLC$3.1B AUM1.87%$61M177.6KQ4 2025OLDER
WD RUTHERFORD LLC$225M AUM0.43%$935,2803.4KQ2 2025OLDER
HORIZON FINANCIAL SERVICES, LLC$226M AUM0.15%$345,1901.1KQ1 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$1.2B AUM0.10%$1M2.9KQ4 2025OLDER
LAM GROUP, INC.$182M AUM0.02%$34,046110Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.