Who owns BBHL (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-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 BBHL is one-sided between 2025-Q4 and 2026-Q1: 1 added or opened and 4 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
BBHL’s largest tracked holder by dollar value, BROWN BROTHERS HARRIMAN & CO, sizes it at 2.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.3pp 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 2025-Q4 and 2026-Q1, across 26 tracked filers holding BBHL, 9 increased or opened the position and 8 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 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 1
- Beacon Pointe Advisors, LLC$10M
Full exits 1
- Litman Gregory Wealth Management LLC$11M
Largest trims
- BROWN BROTHERS HARRIMAN & CO$6M
- Waverly Advisors, LLC$416K
- FORBES J M & CO LLP$298K
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 added | 27,973,649 | $420M | 92.5% | 2026-Q1 |
| Beacon Pointe Advisors, LLC new | 659,167 | $10M | 2.2% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 296,131 | $4M | 1.0% | 2026-Q1 |
| Black Diamond Financial, LLC | 67,548 | $1M | 0.2% | 2026-Q1 |
| Wealthspire Advisors, LLC | 46,816 | $703K | 0.2% | 2026-Q1 |
| FORBES J M & CO LLP trimmed | 43,862 | $659K | 0.1% | 2026-Q1 |
| ASPIRIANT, LLC | 40,965 | $615K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 37,727 | $567K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 36,589 | $550K | 0.1% | 2026-Q1 |
| SPINNAKER TRUST | 33,746 | $507K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC | 22,588 | $339K | 0.1% | 2026-Q1 |
| GoalVest Advisory LLC new | 22,311 | $335K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP new | 20,951 | $315K | 0.1% | 2026-Q1 |
| SIMON QUICK ADVISORS, LLC new | 18,244 | $274K | 0.1% | 2026-Q1 |
| SUMMIT WEALTH GROUP LLC / CO trimmed | 17,771 | $267K | 0.1% | 2026-Q1 |
| Kathmere Capital Management, LLC | 17,609 | $264K | 0.1% | 2026-Q1 |
| Diversified Trust Co | 16,159 | $243K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ new | 12,799 | $192K | 0.0% | 2026-Q1 |
| WOODMONT INVESTMENT COUNSEL LLC | 10,965 | $165K | 0.0% | 2026-Q1 |
| ASSETMARK, INC new | 10,219 | $153K | 0.0% | 2026-Q1 |
| Clearstead Advisors, LLC | 7,507 | $113K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP | 7,475 | $112K | 0.0% | 2026-Q1 |
| FMR LLC | 806 | $12K | 0.0% | 2026-Q1 |
| UBS Group AG new | 583 | $9K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. | 439 | $7K | 0.0% | 2026-Q1 |
| Key Financial Inc | 162 | $2K | 0.0% | 2026-Q1 |
| Litman Gregory Wealth Management LLC new | 708,552 | $11M | 2.5% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 16,573 | $267K | 0.1% | 2025-Q4 stale |
| NORTHERN TRUST CORP new | 14,643 | $236K | 0.1% | 2025-Q4 stale |
| Corient Private Wealth LLC new | 10,637 | $171K | 0.0% | 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.