Security record · archived quarter
BHRB
name pending profile ingest
71Tracked holders
+8Δ holders
4.63MShares held
$288.46MReported value
+10New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +12.7% ·
share flow +6.0% ·
net new positions +11.3%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 13.14K | $906,369 | n/a | n/a |
| Q2 2026 | 77 | +9 | 6.28M | $448.26M | +15 | −6 |
| Q1 2026 | 71 | +8 | 4.63M | $288.46M | +10 | −2 |
| Q4 2025 | 63 | 0 | 4.58M | $285.68M | +1 | −1 |
| Q3 2025 | 15 | 0 | 2.98M | $183.80M | +1 | −1 |
| Q2 2025 | 12 | +1 | 2.64M | $157.68M | +2 | −1 |
| Q1 2025 | 8 | +1 | 816.76K | $45.83M | +1 | n/a |
| Q4 2024 | 7 | 0 | 680.95K | $42.47M | n/a | n/a |
| Q3 2024 | 6 | -1 | 361.88K | $22.08M | +1 | −2 |
| Q2 2024 | 7 | n/a | 394.62K | $20.12M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 982.76K | +0.3% | $61.22M | 0.0% | ▲ Add | 4 | SEC ↗ ×12 |
| 2 | Vanguard Capital Management Llc | 562.22K | n/a | $35.02M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passive) | 403.87K | +11.9% | $25.16M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 379.64K | +2.4% | $23.65M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 5 | Dimensional Fund Advisors Lp | 367.95K | +15.7% | $22.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | American Century Companies Inc | 342.47K | +26.0% | $21.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 183.13K | +11.5% | $11.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Northern Trust Corp | 118.70K | +5.2% | $7.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 9 | Charles Schwab Investment… | 110.18K | +0.6% | $6.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 102.86K | +5.7% | $6.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 11 | Hotchkis & Wiley Capital Management… | 101.64K | -3.8% | $6.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 88.13K | -1.6% | $5.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 13 | AQR Capital Management ✦ | 57.43K | -23.0% | $3.58M | 0.0% | ▼ Trim | 4 | SEC ↗ ×7 |
| 14 | Two Sigma Investments ✦ | 47.28K | +47.9% | $2.95M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 15 | Alliancebernstein L.P. | 45.42K | +0.9% | $2.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 44.16K | +33.2% | $2.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 40.35K | +102.0% | $2.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bnp Paribas Financial Markets | 38.37K | +34.7% | $2.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 38.46K | -31.9% | $2.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 20 | Bank Of America Corp /De/ | 32.19K | +68.3% | $2.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Russell Investments Group, Ltd. | 27.11K | -0.3% | $1.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Swiss National Bank | 26.60K | 0.0% | $1.66M | 0.0% | Held | 2 | SEC ↗ |
| 23 | Franklin Resources Inc | 23.68K | +58.2% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Fifth Third Bancorp | 21.88K | 0.0% | $1.36M | 0.0% | Held | 2 | SEC ↗ |
| 25 | Nuveen, LLC | 21.61K | +8.5% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Jane Street Group, Llc | 21.38K | New | $1.33M | 0.0% | New | 1 | SEC ↗ ×2 |
| 27 | Wells Fargo & Company/Mn | 19.80K | -33.7% | $1.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 28 | D. E. Shaw & Co. ✦ | 18.60K | -1.8% | $1.16M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 29 | UBS AM, a distinct business unit of… | 18.32K | +0.8% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | T. Rowe Price ✦ | 18.12K | +21.8% | $1.13M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 31 | Invesco Ltd. | 17.20K | +4.9% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 32 | Principal Financial Group Inc | 16.66K | New | $1.04M | 0.0% | New | 1 | SEC ↗ ×2 |
| 33 | Barclays Plc | 15.73K | -44.6% | $979,697 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 34 | Universal- Beteiligungs- und… | 14.73K | 0.0% | $917,781 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Rhumbline Advisers | 14.69K | -7.0% | $915,218 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Wealth Enhancement Advisory… | 13.35K | -2.1% | $834,260 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Deutsche Bank Ag\ | 13.29K | +13.8% | $827,834 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | California State Teachers… | 13.23K | -0.8% | $823,972 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Baird Financial Group, Inc. | 12.89K | 0.0% | $802,918 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Raymond James Financial Inc | 12.40K | New | $772,520 | 0.0% | New | 1 | SEC ↗ ×2 |
| 41 | Man Group plc | 11.64K | New | $724,806 | 0.0% | New | 1 | SEC ↗ |
| 42 | Legal & General Group Plc | 11.61K | -19.5% | $722,782 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 43 | Ameriprise Financial Inc | 10.91K | -29.4% | $679,771 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 44 | Citigroup Inc | 10.00K | +17.4% | $622,900 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 45 | First Trust Advisors Lp | 9.90K | +66.9% | $616,484 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Quantinno Capital Management LP | 9.44K | +13.9% | $587,955 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Empower Advisory Group, LLC | 9.24K | 0.0% | $575,497 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Citadel Advisors ✦ | 9.10K | +80.9% | $566,590 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 49 | Susquehanna International Group, Llp | 8.49K | New | $528,842 | 0.0% | New | 1 | SEC ↗ |
| 50 | Sei Investments Co | 8.37K | +144.5% | $521,118 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Millennium Management ✦ | 8.37K | +14.8% | $521,056 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Hsbc Holdings Plc | 6.80K | -66.2% | $423,016 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | LPL Financial LLC | 6.57K | New | $409,267 | 0.0% | New | 1 | SEC ↗ |
| 54 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 6.32K | +1.4% | $393,548 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Janus Henderson Group Plc | 6.20K | 0.0% | $386,198 | 0.0% | Held | 2 | SEC ↗ |
| 56 | Focus Partners Wealth | 6.08K | -5.1% | $378,817 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Prudential Financial Inc | 6.02K | New | $375,173 | 0.0% | New | 1 | SEC ↗ ×2 |
| 58 | Stifel Financial Corp | 4.75K | 0.0% | $296,188 | 0.0% | Held | 2 | SEC ↗ |
| 59 | Royal Bank Of Canada | 4.71K | -6.2% | $294,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 60 | New York State Common Retirement… | 4.53K | 0.0% | $281,987 | 0.0% | Held | 2 | SEC ↗ |
| 61 | Zurcher Kantonalbank (Zurich… | 4.52K | New | $281,613 | 0.0% | New | 1 | SEC ↗ |
| 62 | Osaic Holdings, Inc. | 3.89K | -13.1% | $242,557 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Manufacturers Life Insurance… | 3.73K | -9.1% | $232,466 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Cwm, Llc | 3.66K | -28.6% | $228,106 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Mariner, LLC | 3.55K | -42.9% | $221,130 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Pnc Financial Services Group, Inc. | 2.20K | 0.0% | $137,163 | 0.0% | Held | 2 | SEC ↗ ×3 |
| 67 | Fidelity (FMR) ✦ | 1.80K | -83.3% | $112,071 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 68 | Optiver Holding B.V. | 56 | -33.3% | $3,488 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Us Bancorp \De\ | 41 | New | $2,554 | 0.0% | New | 1 | SEC ↗ |
| 70 | Rockefeller Capital Management L.P. | 12 | New | $747 | 0.0% | New | 1 | SEC ↗ |
| 71 | Northwestern Mutual Wealth… | 1 | -96.5% | $62 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $1.33M | 0.0% |
| Principal Financial Group Inc | $1.04M | 0.0% |
| Raymond James Financial Inc | $772,520 | 0.0% |
| Man Group plc | $724,806 | 0.0% |
| Susquehanna International… | $528,842 | 0.0% |
| LPL Financial LLC | $409,267 | 0.0% |
| Prudential Financial Inc | $375,173 | 0.0% |
| Zurcher Kantonalbank (Zurich… | $281,613 | 0.0% |
| Us Bancorp \De\ | $2,554 | 0.0% |
| Rockefeller Capital… | $747 | 0.0% |
Exited
| Marshall Wace | $2.02M | was 0.0% |
| Jones Financial Companies Lllp | $748 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 161 holders, 6.73M shares, $413.01M 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.
Open-market purchases (P)
Aug 20
WILSON DAVID
Director · 35 sh @ 70.57 · $2,470
Aug 12
Poillon Diane
Director · 1.20K sh @ 73.67 · $88,398
Open-market sales (S)
Aug 14
Geary James P II
Director · 263 sh · $19,175
Aug 14
Geary James P II
Director · 2.89K sh · $210,231
Aug 11
Burke James Mason
Director · 1.50K sh · $109,538
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Aug 24
SC 13G/A: LEHMAN KENNETH R
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: Q1 2026 ·
Methodology ·
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