Who owns BBHL
Which tracked institutional funds hold BBHL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BBHL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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 BBHL is one-sided between 2026-Q1 and 2026-Q2: 4 added or opened and 0 trimmed or exited — on balance accumulating.
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
BBHL’s largest tracked holder by dollar value, BROWN BROTHERS HARRIMAN & CO, sizes it at 2.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BBHL 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, across 27 tracked filers holding BBHL, 8 increased or opened the position and 10 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 BBHL between the 2026-Q1 and 2026-Q2 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.
Largest adds
- BROWN BROTHERS HARRIMAN & CO$53M
- Beacon Pointe Advisors, LLC$2M
- Waverly Advisors, LLC$653K
- BANK OF AMERICA CORP /DE/$540K
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 | 27,187,058 | $473M | 92.5% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 656,945 | $11M | 2.2% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 293,168 | $5M | 1.0% | 2026-Q2 |
| Black Diamond Financial, LLC | 67,548 | $1M | 0.2% | 2026-Q2 |
| Wealthspire Advisors, LLC | 46,816 | $815K | 0.2% | 2026-Q2 |
| FORBES J M & CO LLP | 43,862 | $763K | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 42,077 | $732K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 36,753 | $640K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 36,527 | $636K | 0.1% | 2026-Q2 |
| ASPIRIANT, LLC trimmed | 35,333 | $615K | 0.1% | 2026-Q2 |
| SPINNAKER TRUST | 33,746 | $587K | 0.1% | 2026-Q2 |
| GoalVest Advisory LLC | 22,311 | $388K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 21,268 | $370K | 0.1% | 2026-Q2 |
| SIMON QUICK ADVISORS, LLC | 18,244 | $317K | 0.1% | 2026-Q2 |
| Kathmere Capital Management, LLC | 17,609 | $306K | 0.1% | 2026-Q2 |
| SUMMIT WEALTH GROUP LLC / CO trimmed | 16,656 | $290K | 0.1% | 2026-Q2 |
| DIVERSIFIED TRUST CO | 16,159 | $281K | 0.1% | 2026-Q2 |
| ASSETMARK, INC added | 11,001 | $191K | 0.0% | 2026-Q2 |
| WOODMONT INVESTMENT COUNSEL LLC | 10,965 | $191K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. new | 10,033 | $175K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 6,035 | $105K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 4,534 | $78K | 0.0% | 2026-Q2 |
| FMR LLC | 806 | $14K | 0.0% | 2026-Q2 |
| UBS Group AG added | 620 | $11K | 0.0% | 2026-Q2 |
| Park Place Capital Corp new | 613 | $11K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 439 | $8K | 0.0% | 2026-Q2 |
| Key Financial Inc | 162 | $3K | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC | 22,588 | $339K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| STIFEL FINANCIAL CORP new | 20,951 | $315K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Clearstead Advisors, LLC | 7,507 | $113K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Litman Gregory Wealth Management LLC new | 708,552 | $11M | 2.2% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 16,573 | $267K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| NORTHERN TRUST CORP new | 14,643 | $236K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Corient Private Wealth LLC new | 10,637 | $171K | 0.0% | 2025-Q4 stale (2 quarters behind) |
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.