Who owns AKRE (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on AKRE is one-sided between 2025-Q4 and 2026-Q1: 29 added or opened and 235 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AKRE’s largest tracked holder by dollar value, BROWN BROTHERS HARRIMAN & CO, sizes it at 3.4% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 3.3pp 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 2025-Q4 and 2026-Q1, across 460 tracked filers holding AKRE, 114 increased or opened the position and 303 reduced or closed it; 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
Funds opening or closing a position in AKRE between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 21
- Chemistry Wealth Management LLC$47M
- Focus Financial Network, Inc.$21M
- Basepoint Wealth LLC$18M
- Lido Advisors, LLC$9M
- Mendel Capital Management LLC$7M
- HB Wealth Management, LLC$3M
Full exits 32
- Ausdal Financial Partners, Inc.$10M
- CITADEL ADVISORS LLC$9M
- SOL Capital Management CO$6M
- CIBC Private Wealth Group LLC$5M
- Harfst & Associates, Inc.$4M
- B. Riley Wealth Advisors, Inc.$3M
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$8M
- MERCER GLOBAL ADVISORS INC /ADV$6M
- JPMORGAN CHASE & CO$6M
- GTS SECURITIES LLC$6M
- Cerity Partners LLC$2M
- Quantinno Capital Management LP$1M
Largest trims
- BROWN BROTHERS HARRIMAN & CO$396M
- AlTi Global, Inc.$222M
- Mesirow Financial Investment Management, Inc.$90M
- FRANKLIN RESOURCES INC$70M
- LPL Financial LLC$50M
- BROWN ADVISORY INC$43M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BROWN BROTHERS HARRIMAN & CO trimmed | 11,994,065 | $634M | 24.4% | 2026-Q1 |
| Financial Engines Advisors L.L.C. added | 5,317,279 | $281M | 10.8% | 2026-Q1 |
| AlTi Global, Inc. trimmed | 3,127,633 | $165M | 6.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 2,143,434 | $113M | 4.4% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,907,606 | $101M | 3.9% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 1,219,004 | $64M | 2.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,161,413 | $61M | 2.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 954,005 | $50M | 1.9% | 2026-Q1 |
| Chemistry Wealth Management LLC new | 892,017 | $47M | 1.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 850,806 | $45M | 1.7% | 2026-Q1 |
| Montis Financial, LLC trimmed | 807,998 | $43M | 1.6% | 2026-Q1 |
| Mesirow Financial Investment Management, Inc. trimmed | 797,393 | $42M | 1.6% | 2026-Q1 |
| Ascension Capital Advisors, Inc. added | 684,610 | $36M | 1.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 609,888 | $32M | 1.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 567,991 | $30M | 1.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 524,363 | $28M | 1.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 523,382 | $28M | 1.1% | 2026-Q1 |
| ASSETMARK, INC trimmed | 517,403 | $27M | 1.1% | 2026-Q1 |
| UBS Group AG trimmed | 506,706 | $27M | 1.0% | 2026-Q1 |
| Urban Financial Advisory Corp added | 478,499 | $25M | 1.0% | 2026-Q1 |
| Parisi Gray Wealth Management trimmed | 470,807 | $25M | 1.0% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 404,525 | $21M | 0.8% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 402,853 | $21M | 0.8% | 2026-Q1 |
| Focus Financial Network, Inc. new | 391,859 | $21M | 0.8% | 2026-Q1 |
| Mariner, LLC added | 374,032 | $20M | 0.8% | 2026-Q1 |
| Affiance Financial, LLC trimmed | 372,314 | $20M | 0.8% | 2026-Q1 |
| Ironwood Investment Counsel, LLC added | 348,740 | $18M | 0.7% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 344,645 | $18M | 0.7% | 2026-Q1 |
| Basepoint Wealth LLC new | 335,521 | $18M | 0.7% | 2026-Q1 |
| Focus Partners Wealth trimmed | 308,228 | $16M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 301,707 | $16M | 0.6% | 2026-Q1 |
| New England Private Wealth Advisors LLC trimmed | 296,618 | $16M | 0.6% | 2026-Q1 |
| Cross Staff Investments Inc added | 291,935 | $15M | 0.6% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 290,008 | $15M | 0.6% | 2026-Q1 |
| Cresset Asset Management, LLC trimmed | 272,588 | $14M | 0.6% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 267,778 | $14M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 257,248 | $14M | 0.5% | 2026-Q1 |
| Aprio Wealth Management, LLC trimmed | 246,329 | $13M | 0.5% | 2026-Q1 |
| MORGAN STANLEY added | 238,669 | $13M | 0.5% | 2026-Q1 |
| FMR LLC trimmed | 230,108 | $12M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 228,670 | $12M | 0.5% | 2026-Q1 |
| Fiduciary Group, LLC trimmed | 220,716 | $12M | 0.4% | 2026-Q1 |
| Cerity Partners LLC added | 203,222 | $11M | 0.4% | 2026-Q1 |
| Allworth Financial LP trimmed | 201,344 | $11M | 0.4% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 197,223 | $10M | 0.4% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 178,622 | $9M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 176,379 | $9M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 165,226 | $9M | 0.3% | 2026-Q1 |
| Lido Advisors, LLC new | 164,419 | $9M | 0.3% | 2026-Q1 |
| Arete Wealth Advisors, LLC added | 163,525 | $9M | 0.3% | 2026-Q1 |
| Lighthouse Wealth Management Inc. trimmed | 159,964 | $8M | 0.3% | 2026-Q1 |
| Compton Wealth Advisory Group, LLC trimmed | 152,654 | $8M | 0.3% | 2026-Q1 |
| Montz Harcus Wealth Management LLC trimmed | 150,165 | $8M | 0.3% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 147,752 | $8M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 147,245 | $8M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 142,417 | $8M | 0.3% | 2026-Q1 |
| NBZ Investment Advisors LLC trimmed | 141,335 | $7M | 0.3% | 2026-Q1 |
| Mendel Capital Management LLC new | 136,816 | $7M | 0.3% | 2026-Q1 |
| JBR Co Financial Management Inc | 108,793 | $7M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 136,323 | $7M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 132,503 | $7M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 131,989 | $7M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 128,806 | $7M | 0.3% | 2026-Q1 |
| Quantinno Capital Management LP added | 128,401 | $7M | 0.3% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 125,166 | $7M | 0.3% | 2026-Q1 |
| Capital Advisors, Ltd. LLC trimmed | 124,921 | $7M | 0.3% | 2026-Q1 |
| GTS SECURITIES LLC added | 124,634 | $7M | 0.3% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC trimmed | 121,591 | $6M | 0.2% | 2026-Q1 |
| Summit Trail Advisors, LLC trimmed | 113,354 | $6M | 0.2% | 2026-Q1 |
| EQUITABLE TRUST CO trimmed | 110,356 | $6M | 0.2% | 2026-Q1 |
| FFT WEALTH MANAGEMENT LLC trimmed | 110,274 | $6M | 0.2% | 2026-Q1 |
| Creative Planning added | 107,333 | $6M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 105,177 | $6M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 104,359 | $6M | 0.2% | 2026-Q1 |
| BEACON FINANCIAL PLANNING, INC trimmed | 102,517 | $5M | 0.2% | 2026-Q1 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 97,070 | $5M | 0.2% | 2026-Q1 |
| Lynx Investment Advisory added | 89,139 | $5M | 0.2% | 2026-Q1 |
| IEQ CAPITAL, LLC trimmed | 89,098 | $5M | 0.2% | 2026-Q1 |
| DAVENPORT & Co LLC added | 87,898 | $5M | 0.2% | 2026-Q1 |
| SIMON QUICK ADVISORS, LLC trimmed | 87,231 | $5M | 0.2% | 2026-Q1 |
| Modera Wealth Management, LLC trimmed | 86,775 | $5M | 0.2% | 2026-Q1 |
| Ehrenkranz Partners L.P. trimmed | 83,495 | $4M | 0.2% | 2026-Q1 |
| Sargent Investment Group, LLC trimmed | 82,282 | $4M | 0.2% | 2026-Q1 |
| Stratos Wealth Advisors, LLC trimmed | 78,251 | $4M | 0.2% | 2026-Q1 |
| Meridian Wealth Management, LLC | 58,294 | $4M | 0.1% | 2026-Q1 |
| Annandale Capital, LLC trimmed | 71,868 | $4M | 0.1% | 2026-Q1 |
| Vertex Planning Partners, LLC trimmed | 63,883 | $3M | 0.1% | 2026-Q1 |
| Rockbridge Investment Management, LCC | 62,370 | $3M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 60,957 | $3M | 0.1% | 2026-Q1 |
| Essex Financial Services, Inc. added | 59,685 | $3M | 0.1% | 2026-Q1 |
| HB Wealth Management, LLC new | 57,814 | $3M | 0.1% | 2026-Q1 |
| Wealthspire Advisors, LLC trimmed | 57,252 | $3M | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 56,706 | $3M | 0.1% | 2026-Q1 |
| Karras Company, Inc. trimmed | 56,430 | $3M | 0.1% | 2026-Q1 |
| Ausdal Financial Partners, Inc. new | 157,084 | $10M | 0.4% | 2025-Q4 stale |
| CITADEL ADVISORS LLC new | 134,368 | $9M | 0.3% | 2025-Q4 stale |
| SOL Capital Management CO new | 91,754 | $6M | 0.2% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC new | 79,164 | $5M | 0.2% | 2025-Q4 stale |
| Harfst & Associates, Inc. new | 53,622 | $4M | 0.1% | 2025-Q4 stale |
| B. Riley Wealth Advisors, Inc. new | 47,848 | $3M | 0.1% | 2025-Q4 stale |
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.