Who owns AKRE
Which tracked institutional funds hold AKRE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AKRE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
AKRE’s largest tracked holder by dollar value, BROWN BROTHERS HARRIMAN & CO, sizes it at 1.8% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 1.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AKRE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, we do not read how tracked institutions changed their AKRE positions: many holders could not be matched across the two filings, most often because the security’s identifier changed and our mapping is incomplete, or because funds are still filing for the newer quarter. Over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BROWN BROTHERS HARRIMAN & CO trimmed | 7,584,909 | $403M | 22.7% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 1,636,808 | $87M | 4.9% | 2026-Q2 |
| LPL Financial LLC trimmed | 1,513,392 | $80M | 4.5% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. added | 1,347,351 | $72M | 4.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,283,026 | $68M | 3.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,046,555 | $56M | 3.1% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 984,156 | $52M | 2.9% | 2026-Q2 |
| AlTi Global, Inc. trimmed | 923,866 | $49M | 2.8% | 2026-Q2 |
| Chemistry Wealth Management LLC added | 921,681 | $49M | 2.8% | 2026-Q2 |
| Montis Financial, LLC trimmed | 799,755 | $43M | 2.4% | 2026-Q2 |
| Ascension Capital Advisors, Inc. trimmed | 682,811 | $36M | 2.0% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 547,681 | $29M | 1.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 530,243 | $29M | 1.6% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 496,188 | $26M | 1.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 476,055 | $25M | 1.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 467,849 | $25M | 1.4% | 2026-Q2 |
| ASSETMARK, INC trimmed | 461,214 | $25M | 1.4% | 2026-Q2 |
| Urban Financial Advisory Corp trimmed | 435,971 | $23M | 1.3% | 2026-Q2 |
| Parisi Gray Wealth Management trimmed | 402,474 | $21M | 1.2% | 2026-Q2 |
| UBS Group AG trimmed | 380,658 | $20M | 1.1% | 2026-Q2 |
| Affiance Financial, LLC trimmed | 370,045 | $20M | 1.1% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 369,950 | $20M | 1.1% | 2026-Q2 |
| Ironwood Investment Counsel, LLC trimmed | 342,562 | $18M | 1.0% | 2026-Q2 |
| Cross Staff Investments Inc trimmed | 290,646 | $15M | 0.9% | 2026-Q2 |
| MORGAN STANLEY added | 278,727 | $15M | 0.8% | 2026-Q2 |
| Focus Partners Wealth trimmed | 278,252 | $15M | 0.8% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 277,535 | $15M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 275,523 | $15M | 0.8% | 2026-Q2 |
| Mariner, LLC trimmed | 252,705 | $13M | 0.8% | 2026-Q2 |
| FMR LLC added | 252,243 | $13M | 0.8% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 245,749 | $13M | 0.7% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 245,526 | $13M | 0.7% | 2026-Q2 |
| Focus Financial Network, Inc. trimmed | 226,843 | $12M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 219,177 | $12M | 0.7% | 2026-Q2 |
| EQUITABLE TRUST CO added | 208,625 | $11M | 0.6% | 2026-Q2 |
| New England Private Wealth Advisors LLC trimmed | 206,210 | $11M | 0.6% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 194,801 | $10M | 0.6% | 2026-Q2 |
| Basepoint Wealth LLC trimmed | 192,329 | $10M | 0.6% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 188,841 | $10M | 0.6% | 2026-Q2 |
| Fiduciary Group, LLC trimmed | 187,630 | $10M | 0.6% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 178,950 | $10M | 0.5% | 2026-Q2 |
| Cerity Partners LLC trimmed | 175,179 | $9M | 0.5% | 2026-Q2 |
| Quantinno Capital Management LP added | 169,531 | $9M | 0.5% | 2026-Q2 |
| Arete Wealth Advisors, LLC added | 164,821 | $9M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 160,719 | $9M | 0.5% | 2026-Q2 |
| Compton Wealth Advisory Group, LLC | 152,654 | $8M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 142,949 | $8M | 0.4% | 2026-Q2 |
| GTS SECURITIES LLC added | 139,496 | $7M | 0.4% | 2026-Q2 |
| Lighthouse Wealth Management Inc. trimmed | 139,196 | $7M | 0.4% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 134,133 | $7M | 0.4% | 2026-Q2 |
| SouthState Bank Corp added | 132,910 | $7M | 0.4% | 2026-Q2 |
| NBZ Investment Advisors LLC trimmed | 130,421 | $7M | 0.4% | 2026-Q2 |
| Mendel Capital Management LLC trimmed | 128,936 | $7M | 0.4% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 126,111 | $7M | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 116,664 | $6M | 0.3% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 116,419 | $6M | 0.3% | 2026-Q2 |
| Allworth Financial LP trimmed | 113,828 | $6M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 113,233 | $6M | 0.3% | 2026-Q2 |
| Creative Planning added | 107,566 | $6M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 105,954 | $6M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 105,392 | $6M | 0.3% | 2026-Q2 |
| Aprio Wealth Management, LLC trimmed | 98,846 | $5M | 0.3% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 98,811 | $5M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 96,923 | $5M | 0.3% | 2026-Q2 |
| DAVENPORT & Co LLC added | 95,292 | $5M | 0.3% | 2026-Q2 |
| Modera Wealth Management, LLC trimmed | 85,695 | $5M | 0.3% | 2026-Q2 |
| Summit Trail Advisors, LLC trimmed | 85,585 | $5M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 82,283 | $4M | 0.2% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 81,984 | $4M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 81,363 | $4M | 0.2% | 2026-Q2 |
| JBR Co Financial Management Inc trimmed | 79,927 | $4M | 0.2% | 2026-Q2 |
| Sargent Investment Group, LLC trimmed | 77,159 | $4M | 0.2% | 2026-Q2 |
| Stratos Wealth Advisors, LLC trimmed | 76,969 | $4M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC new | 76,204 | $4M | 0.2% | 2026-Q2 |
| Millburn Ridgefield LLC /DE/ added | 74,775 | $4M | 0.2% | 2026-Q2 |
| FFT WEALTH MANAGEMENT LLC trimmed | 72,505 | $4M | 0.2% | 2026-Q2 |
| SIMON QUICK ADVISORS, LLC trimmed | 70,412 | $4M | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC added | 67,945 | $4M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 67,494 | $4M | 0.2% | 2026-Q2 |
| Vertex Planning Partners, LLC trimmed | 63,828 | $3M | 0.2% | 2026-Q2 |
| Rockbridge Investment Management, LCC | 62,370 | $3M | 0.2% | 2026-Q2 |
| Essex Financial Services, Inc. added | 60,105 | $3M | 0.2% | 2026-Q2 |
| HB Wealth Management, LLC added | 58,735 | $3M | 0.2% | 2026-Q2 |
| Meridian Wealth Management, LLC | 58,294 | $3M | 0.1% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 58,033 | $3M | 0.2% | 2026-Q2 |
| BOKF, NA | 55,355 | $3M | 0.2% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 54,658 | $3M | 0.2% | 2026-Q2 |
| Marion Wealth Management trimmed | 54,031 | $3M | 0.2% | 2026-Q2 |
| Savant Capital, LLC added | 53,777 | $3M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 53,094 | $3M | 0.2% | 2026-Q2 |
| Blume Capital Management, Inc. trimmed | 51,943 | $3M | 0.2% | 2026-Q2 |
| CoreFirst Bank & Trust added | 50,853 | $3M | 0.2% | 2026-Q2 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC trimmed | 50,404 | $3M | 0.2% | 2026-Q2 |
| BEACON INVESTMENT ADVISORS LLC trimmed | 48,768 | $3M | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 48,355 | $3M | 0.1% | 2026-Q2 |
| Sowell Financial Services LLC added | 48,308 | $3M | 0.1% | 2026-Q2 |
| GUARDIAN WEALTH ADVISORS, LLC / NC trimmed | 46,774 | $2M | 0.1% | 2026-Q2 |
| SCS Capital Management LLC trimmed | 46,464 | $2M | 0.1% | 2026-Q2 |
| Lynx Investment Advisory trimmed | 46,012 | $2M | 0.1% | 2026-Q2 |
| S.A. Mason LLC | 45,350 | $2M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.