Security record
BHRB
name pending profile ingest
77Tracked holders
+9Δ holders
6.28MShares held
$448.26MReported value
+15New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth +13.2% ·
share flow +30.0% ·
net new positions +11.7%
— 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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — |
| Q4 2024 | 7 | 0 | 680.95K | $42.47M | — | — |
| Q3 2024 | 6 | -1 | 361.88K | $22.08M | +1 | −2 |
| Q2 2024 | 7 | — | 394.62K | $20.12M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 1.22M | +24.0% | $87.56M | 0.0% | ▲ Add | 5 | SEC ↗ ×12 |
| 2 | Vanguard Capital Management Llc | 750.13K | +33.4% | $53.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passive) | 557.55K | +38.0% | $40.07M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 4 | American Century Companies Inc | 489.21K | +42.9% | $35.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 462.14K | +21.7% | $33.21M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 6 | Dimensional Fund Advisors Lp | 452.26K | +22.9% | $32.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 7 | Alliancebernstein L.P. | 325.39K | +616.5% | $20.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 172.88K | -5.6% | $12.42M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 9 | Northern Trust Corp | 151.09K | +27.3% | $10.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 10 | Charles Schwab Investment… | 138.44K | +25.6% | $9.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 125.04K | +1274.6% | $8.99M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 12 | Bank of New York Mellon Corp | 105.13K | +19.3% | $7.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 13 | Hotchkis & Wiley Capital Management… | 104.44K | +2.8% | $7.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 96.63K | +104.4% | $6.94M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 85.98K | -16.4% | $6.18M | 0.0% | ▼ Trim | 4 | SEC ↗ ×10 |
| 16 | JPMorgan Chase ✦ | 84.29K | +119.2% | $6.07M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 17 | AQR Capital Management ✦ | 63.60K | +10.8% | $4.57M | 0.0% | ▲ Add | 5 | SEC ↗ ×7 |
| 18 | Bnp Paribas Financial Markets | 52.42K | +36.6% | $3.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | UBS Group AG | 47.34K | +7.2% | $3.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 20 | Nuveen, LLC | 39.51K | +82.8% | $2.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 21 | Hrt Financial Lp | 38.92K | New | $2.80M | 0.0% | New | 1 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 37.57K | +16.7% | $2.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | Russell Investments Group, Ltd. | 35.00K | +29.1% | $2.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Swiss National Bank | 33.30K | +25.2% | $2.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 27.66K | +39.7% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 26 | D. E. Shaw & Co. ✦ | 26.60K | +43.0% | $1.91M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 27 | Qube Research & Technologies Ltd | 26.05K | New | $1.87M | 0.0% | New | 1 | SEC ↗ |
| 28 | First Trust Advisors Lp | 24.77K | +150.3% | $1.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Millennium Management ✦ | 24.61K | +194.2% | $1.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Franklin Resources Inc | 24.34K | +2.8% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 31 | T. Rowe Price ✦ | 22.98K | +26.8% | $1.65M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 32 | Fifth Third Bancorp | 21.88K | 0.0% | $1.57M | 0.0% | Held | 3 | SEC ↗ |
| 33 | Barclays Plc | 21.23K | +35.0% | $1.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 34 | Renaissance Technologies ✦ | 20.96K | New | $1.51M | 0.0% | New | 1 | SEC ↗ |
| 35 | Rhumbline Advisers | 20.53K | +39.7% | $1.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Quantinno Capital Management LP | 20.18K | +113.8% | $1.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Invesco Ltd. | 19.66K | +14.3% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 38 | Mercer Global Advisors Inc /Adv | 18.26K | -54.7% | $1.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Citigroup Inc | 18.19K | +81.9% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 40 | UBS AM, a distinct business unit of… | 18.02K | -1.7% | $1.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 41 | Principal Financial Group Inc | 17.77K | +6.6% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 42 | Legal & General Group Plc | 16.07K | +38.5% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 43 | Deutsche Bank Ag\ | 15.46K | +16.4% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Universal- Beteiligungs- und… | 15.09K | +2.4% | $1.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Raymond James Financial Inc | 14.66K | +18.2% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 46 | Balyasny Asset Management L.P. | 13.58K | New | $975,571 | 0.0% | New | 1 | SEC ↗ |
| 47 | Brown Advisory Inc | 13.20K | New | $948,552 | 0.0% | New | 1 | SEC ↗ |
| 48 | Wealth Enhancement Advisory… | 12.43K | -6.9% | $874,083 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Baird Financial Group, Inc. | 12.12K | -6.0% | $870,943 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Ameriprise Financial Inc | 10.73K | -1.7% | $771,202 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 51 | Osaic Holdings, Inc. | 9.97K | +156.1% | $716,845 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 52 | LPL Financial LLC | 8.36K | +27.3% | $600,859 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 7.12K | +12.7% | $511,571 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Mariner, LLC | 7.07K | +99.0% | $507,750 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 55 | Captrust Financial Advisors | 6.71K | New | $482,468 | 0.0% | New | 1 | SEC ↗ |
| 56 | New York State Common Retirement… | 6.46K | +42.7% | $464,144 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Sei Investments Co | 6.43K | -23.2% | $461,916 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Prudential Financial Inc | 6.12K | +1.6% | $439,711 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 59 | Royal Bank Of Canada | 5.79K | +22.7% | $415,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 60 | Creative Planning | 5.60K | New | $402,487 | 0.0% | New | 1 | SEC ↗ ×2 |
| 61 | Focus Partners Wealth | 5.30K | -12.8% | $381,147 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Stifel Financial Corp | 4.75K | 0.0% | $341,694 | 0.0% | Held | 3 | SEC ↗ |
| 63 | Corient Private Wealth LP | 4.53K | New | $325,527 | 0.0% | New | 1 | SEC ↗ |
| 64 | Zurcher Kantonalbank (Zurich… | 4.52K | 0.0% | $324,879 | 0.0% | Held | 2 | SEC ↗ |
| 65 | Truist Financial Corp | 4.37K | New | $313,669 | 0.0% | New | 1 | SEC ↗ ×2 |
| 66 | Commonwealth Equity Services, Llc | 4.13K | New | $296,740 | 0.0% | New | 1 | SEC ↗ |
| 67 | Cetera Investment Advisers | 4.11K | New | $295,305 | 0.0% | New | 1 | SEC ↗ |
| 68 | Manufacturers Life Insurance… | 4.05K | +8.6% | $291,320 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Voya Investment Management Llc | 3.24K | New | $232,539 | 0.0% | New | 1 | SEC ↗ |
| 70 | Pictet Asset Management Holding SA | 2.98K | New | $213,999 | 0.0% | New | 1 | SEC ↗ |
| 71 | Pnc Financial Services Group, Inc. | 2.21K | +0.4% | $158,810 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 72 | Fidelity (FMR) ✦ | 1.96K | +8.7% | $140,480 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 73 | Federated Hermes, Inc. | 1.40K | New | $100,245 | 0.0% | New | 1 | SEC ↗ ×2 |
| 74 | Northwestern Mutual Wealth… | 202 | +20100.0% | $14,516 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Us Bancorp \De\ | 137 | +234.2% | $9,845 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Optiver Holding B.V. | 107 | +91.1% | $7,689 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Jones Financial Companies Lllp | 53 | New | $3,781 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $2.80M | 0.0% |
| Qube Research & Technologies… | $1.87M | 0.0% |
| Renaissance Technologies | $1.51M | 0.0% |
| Balyasny Asset Management L.P. | $975,571 | 0.0% |
| Brown Advisory Inc | $948,552 | 0.0% |
| Captrust Financial Advisors | $482,468 | 0.0% |
| Creative Planning | $402,487 | 0.0% |
| Corient Private Wealth LP | $325,527 | 0.0% |
| Truist Financial Corp | $313,669 | 0.0% |
| Commonwealth Equity Services… | $296,740 | 0.0% |
| Cetera Investment Advisers | $295,305 | 0.0% |
| Voya Investment Management Llc | $232,539 | 0.0% |
Exited
| Jane Street Group, Llc | $1.33M | was 0.0% |
| Man Group plc | $724,806 | was 0.0% |
| Empower Advisory Group, LLC | $575,497 | was 0.0% |
| Susquehanna International… | $528,842 | was 0.0% |
| Hsbc Holdings Plc | $423,016 | was 0.0% |
| Rockefeller Capital… | $747 | 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: Q2 2026 ·
Methodology ·
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