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Security record

BBH

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
38Tracked holders
+1Δ holders
460.67KShares held
$93.62MReported value
+2New positions
−2Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.7% · share flow +0.3% · net new positions 0.0% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 38 +1 460.67K $93.62M +2 −2
Q1 2026 39 -1 464.15K $87.22M +5 −6
Q4 2025 39 0 477.89K $90.47M +1 −1
Q3 2025 6 0 150.08K $24.87M — —
Q2 2025 3 0 8.56K $1.31M — —
Q1 2025 1 -1 2.52K $396,786 — −1
Q4 2024 2 0 7.68K $1.20M — —
Q3 2024 2 +2 24.41K $4.33M +2 —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Goldman Sachs Group ✦ 102.02K -0.1% $20.73M 0.0% ▼ Trim 4 SEC ↗
2 Raymond James Financial Inc 65.62K -5.7% $13.34M 0.0% ▼ Trim 3 SEC ↗ ×2
3 Bank Of America Corp /De/ 60.20K -9.3% $12.23M 0.0% ▼ Trim 3 SEC ↗ ×3
4 Morgan Stanley ✦ 39.57K +20.2% $8.04M 0.0% ▲ Add 4 SEC ↗ ×3
5 Wells Fargo & Company/Mn 33.24K +1.3% $6.76M 0.0% ▲ Add 3 SEC ↗ ×2
6 LPL Financial LLC 30.13K +13.5% $6.12M 0.0% ▲ Add 3 SEC ↗
7 UBS Group AG 15.81K -4.7% $3.21M 0.0% ▼ Trim 3 SEC ↗ ×4
8 Royal Bank Of Canada 13.40K -3.2% $2.72M 0.0% ▼ Trim 3 SEC ↗ ×3
9 Rockefeller Capital Management L.P. 11.86K 0.0% $2.41M 0.0% Held 3 SEC ↗
10 Commonwealth Equity Services, Llc 11.02K +9.8% $2.24M 0.0% ▲ Add 3 SEC ↗
11 Stifel Financial Corp 7.43K +1.9% $1.51M 0.0% ▲ Add 3 SEC ↗ ×2
12 Susquehanna International Group, Llp 6.54K +153.8% $1.33M 0.0% ▲ Add 3 SEC ↗
13 Wealthfront Advisers LLC 5.98K -14.6% $1.22M 0.0% ▼ Trim 3 SEC ↗
14 Two Sigma Investments ✦ 5.60K -8.2% $1.14M 0.0% ▼ Trim 3 SEC ↗
15 Cerity Partners LLC 5.54K -0.2% $1.13M 0.0% ▼ Trim 3 SEC ↗ ×2
16 Citadel Advisors ✦ 5.46K -42.6% $1.11M 0.0% ▼ Trim 2 SEC ↗
17 Corient Private Wealth LP 5.28K +386.2% $1.07M 0.0% ▲ Add 3 SEC ↗
18 CIBC Bancorp USA Inc. 4.96K 0.0% $1.01M 0.0% Held 2 SEC ↗
19 Ameriprise Financial Inc 4.96K -24.3% $1.01M 0.0% ▼ Trim 3 SEC ↗
20 Jones Financial Companies Lllp 4.46K +9.6% $896,751 0.0% ▲ Add 3 SEC ↗
21 Pnc Financial Services Group, Inc. 4.00K -1.0% $812,948 0.0% ▼ Trim 3 SEC ↗ ×2
22 JPMorgan Chase ✦ 3.93K -3.1% $801,100 0.0% ▼ Trim 4 SEC ↗ ×4
23 Cetera Investment Advisers 1.95K -5.1% $396,516 0.0% ▼ Trim 3 SEC ↗
24 UBS AM, a distinct business unit of… 1.65K -3.9% $335,341 0.0% ▼ Trim 3 SEC ↗
25 Fidelity (FMR) ✦ 1.60K -0.1% $325,888 0.0% ▼ Trim 5 SEC ↗
26 Northern Trust Corp 1.48K New $300,181 0.0% New 1 SEC ↗
27 Creative Planning 1.26K +1.0% $256,727 0.0% ▲ Add 3 SEC ↗
28 Gotham Asset Management ✦ 1.14K 0.0% $232,300 0.0% Held 2 SEC ↗
29 Belvedere Trading LLC 1.11K +83.5% $226,000 0.0% ▲ Add 2 SEC ↗
30 Osaic Holdings, Inc. 1.01K +15.2% $204,635 0.0% ▲ Add 3 SEC ↗
31 Northwestern Mutual Wealth… 702 -17.8% $142,772 0.0% ▼ Trim 3 SEC ↗
32 Fifth Third Bancorp 675 0.0% $137,185 0.0% Held 2 SEC ↗
33 Bank Of Montreal /Can/ 287 0.0% $58,329 0.0% Held 3 SEC ↗
34 Blair William & Co/Il 225 0.0% $45,728 0.0% Held 3 SEC ↗
35 Citigroup Inc 199 -84.0% $40,444 0.0% ▼ Trim 2 SEC ↗
36 Simplex Trading, Llc 169 New $34,347 0.0% New 1 SEC ↗
37 BlackRock ✦ (passive) 165 0.0% $33,534 0.0% Held 5 SEC ↗
38 Qube Research & Technologies Ltd 13 -45.8% $2,642 0.0% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Northern Trust Corp $300,181 0.0%
Simplex Trading, Llc $34,347 0.0%

Exited

HighTower Advisors, LLC $878,213 was 0.0%
Cibc World Market Inc. $209,078 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 113 holders, 722.08K shares, $135.00M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API