Who owns BBH
Which tracked institutional funds hold BBH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BBH 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
13 tracked funds added or opened BBH while 11 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
BBH’s largest tracked holder by dollar value, GOLDMAN SACHS GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes BBH more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BBH 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 114 tracked filers holding BBH, 41 increased or opened the position and 42 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 BBH 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 5
- GFS Advisors, LLC$14M
- Ascent Advisors, LLC$3M
- CITADEL ADVISORS LLC$2M
- CIBC Bancorp USA Inc.$932K
- SEGALL BRYANT & HAMILL, LLC$881K
Full exits 1
- CIBC Private Wealth Group LLC$938K
Largest adds
- BANK OF AMERICA CORP /DE/$4M
- Conservest Capital Advisors, Inc.$691K
- WELLS FARGO & COMPANY/MN$615K
- FLAGSHIP HARBOR ADVISORS, LLC$394K
- JPMORGAN CHASE & CO$326K
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$314K
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$238M
- MORGAN STANLEY$5M
- TWO SIGMA INVESTMENTS, LP$1M
- LPL Financial LLC$1M
- Corient Private Wealth LLC$837K
- UBS Group AG$699K
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 |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 102,079 | $19M | 13.2% | 2026-Q1 |
| GFS Advisors, LLC trimmed | 21,640 | $14M | 9.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 69,560 | $13M | 9.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 66,338 | $12M | 8.6% | 2026-Q1 |
| Miller Investment Management, LP added | 38,962 | $7M | 5.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 32,916 | $6M | 4.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 32,821 | $6M | 4.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 26,551 | $5M | 3.4% | 2026-Q1 |
| Conservest Capital Advisors, Inc. added | 20,276 | $4M | 2.6% | 2026-Q1 |
| UBS Group AG trimmed | 16,593 | $3M | 2.1% | 2026-Q1 |
| Bleakley Financial Group, LLC trimmed | 15,423 | $3M | 2.0% | 2026-Q1 |
| Paragon Private Wealth Management, LLC added | 15,368 | $3M | 2.0% | 2026-Q1 |
| Ascent Advisors, LLC new | 59,450 | $3M | 1.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 13,843 | $3M | 1.8% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 11,862 | $2M | 1.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 10,040 | $2M | 1.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 9,514 | $2M | 1.2% | 2026-Q1 |
| ALTFEST L J & CO INC trimmed | 8,507 | $2M | 1.1% | 2026-Q1 |
| Institute for Wealth Management, LLC. trimmed | 7,439 | $1M | 1.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 7,300 | $1M | 0.9% | 2026-Q1 |
| PEAPACK GLADSTONE FINANCIAL CORP | 7,203 | $1M | 0.9% | 2026-Q1 |
| Wealthfront Advisers LLC added | 7,004 | $1M | 0.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 6,551 | $1M | 0.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 6,100 | $1M | 0.8% | 2026-Q1 |
| Cerity Partners LLC trimmed | 5,553 | $1M | 0.7% | 2026-Q1 |
| ATLAS CAPITAL ADVISORS INC. trimmed | 5,450 | $1M | 0.7% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 4,958 | $932K | 0.6% | 2026-Q1 |
| Aspen Grove Capital, LLC trimmed | 4,919 | $925K | 0.6% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 4,590 | $881K | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 4,669 | $878K | 0.6% | 2026-Q1 |
| Pacific Sun Financial Corp added | 4,126 | $776K | 0.5% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 4,042 | $760K | 0.5% | 2026-Q1 |
| Navis Wealth Advisors, LLC | 3,998 | $752K | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 4,059 | $743K | 0.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 4,071 | $733K | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 3,405 | $640K | 0.4% | 2026-Q1 |
| ASPIRIANT, LLC trimmed | 3,347 | $629K | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 3,040 | $572K | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 2,579 | $485K | 0.3% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2,522 | $474K | 0.3% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 2,349 | $442K | 0.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 2,055 | $386K | 0.3% | 2026-Q1 |
| Williams Jones Wealth Management, LLC. | 2,000 | $376K | 0.3% | 2026-Q1 |
| MWA Asset Management new | 119 | $345K | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,716 | $323K | 0.2% | 2026-Q1 |
| FMR LLC added | 1,605 | $302K | 0.2% | 2026-Q1 |
| Blue Fin Capital, Inc. | 1,544 | $290K | 0.2% | 2026-Q1 |
| Banque Cantonale Vaudoise | 1,532 | $288K | 0.2% | 2026-Q1 |
| Plan A Wealth LLC trimmed | 1,421 | $267K | 0.2% | 2026-Q1 |
| Hummer Financial Advisory Services Inc added | 1,410 | $265K | 0.2% | 2026-Q1 |
| Robertson Stephens Wealth Management, LLC | 1,402 | $264K | 0.2% | 2026-Q1 |
| Value Investment Professionals, LLC new | 1,361 | $256K | 0.2% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 1,356 | $255K | 0.2% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC | 1,300 | $244K | 0.2% | 2026-Q1 |
| COMMERCE BANK | 1,300 | $244K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 1,273 | $239K | 0.2% | 2026-Q1 |
| Creative Planning trimmed | 1,251 | $235K | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 1,246 | $234K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC | 1,150 | $216K | 0.1% | 2026-Q1 |
| Forum Finance Group S.A. new | 1,445 | $215K | 0.1% | 2026-Q1 |
| Gotham Asset Management, LLC new | 1,143 | $215K | 0.1% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 1,112 | $209K | 0.1% | 2026-Q1 |
| PHILADELPHIA TRUST CO | 1,100 | $207K | 0.1% | 2026-Q1 |
| Focus Financial Network, Inc. | 1,087 | $204K | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 1,085 | $204K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 1,082 | $203K | 0.1% | 2026-Q1 |
| Evelyn Partners Asset Management Ltd | 941 | $177K | 0.1% | 2026-Q1 |
| UMB Bank, n.a. | 900 | $169K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 873 | $164K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 854 | $161K | 0.1% | 2026-Q1 |
| Wilmington Savings Fund Society, FSB | 800 | $150K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 675 | $127K | 0.1% | 2026-Q1 |
| Integrity Financial Corp /WA | 664 | $125K | 0.1% | 2026-Q1 |
| Belvedere Trading LLC new | 606 | $114K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 486 | $92K | 0.1% | 2026-Q1 |
| Allworth Financial LP | 426 | $80K | 0.1% | 2026-Q1 |
| LFA - Lugano Financial Advisors SA | 310 | $58K | 0.0% | 2026-Q1 |
| Manchester Capital Management LLC | 300 | $56K | 0.0% | 2026-Q1 |
| SBI Securities Co., Ltd. | 288 | $54K | 0.0% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | 287 | $54K | 0.0% | 2026-Q1 |
| BOSTON RESEARCH & MANAGEMENT INC trimmed | 10,446 | $2M | 1.2% | 2025-Q3 stale |
| CIBC Private Wealth Group LLC | 4,958 | $938K | 0.6% | 2025-Q4 stale |
| Consolidated Investment Group LLC trimmed | 5,000 | $787K | 0.5% | 2025-Q1 stale |
| GSA CAPITAL PARTNERS LLP added | 2,234 | $423K | 0.3% | 2025-Q4 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 2,060 | $401K | 0.3% | 2025-Q4 stale |
| MML INVESTORS SERVICES, LLC added | 2,027 | $384K | 0.3% | 2025-Q4 stale |
| Pine Valley Investments Ltd Liability Co trimmed | 1,950 | $369K | 0.3% | 2025-Q4 stale |
| EWG Elevate Inc. new | 2,371 | $363K | 0.2% | 2025-Q2 stale |
| Texas Yale Capital Corp. | 2,085 | $345K | 0.2% | 2025-Q3 stale |
| ENVESTNET ASSET MANAGEMENT INC added | 1,763 | $334K | 0.2% | 2025-Q4 stale |
| Strategic Financial Services, Inc. | 1,334 | $266K | 0.2% | 2025-Q4 stale |
| Continuum Advisory, LLC trimmed | 1,262 | $239K | 0.2% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 1,200 | $227K | 0.2% | 2025-Q4 stale |
| United Community Bank trimmed | 1,335 | $210K | 0.1% | 2025-Q1 stale |
| NORTHERN TRUST CORP trimmed | 1,100 | $208K | 0.1% | 2025-Q4 stale |
| Tyler-Stone Wealth Management | 1,308 | $201K | 0.1% | 2025-Q2 stale |
| COMERICA BANK | 675 | $128K | 0.1% | 2025-Q4 stale |
| NorthRock Partners, LLC | 756 | $119K | 0.1% | 2025-Q1 stale |
| SVB WEALTH LLC new | 569 | $90K | 0.1% | 2025-Q1 stale |
| FSA Wealth Management LLC | 305 | $51K | 0.0% | 2025-Q3 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.