Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns Blue Ridge Bankshares, Inc. (BRBS)


Which tracked institutional funds hold BRBS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BRBS company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

106
Institutional holders
34M
Shares held (tracked funds)
36.6%
Of shares outstanding

How the tape is positioned

7 tracked funds added or opened BRBS while 13 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

BRBS’s largest tracked holder by dollar value, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in BRBS 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 106 tracked filers holding BRBS, 41 increased or opened the position and 54 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 BRBS 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 3

  • VANGUARD CAPITAL MANAGEMENT LLC$11M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$2M
  • VANGUARD FIDUCIARY TRUST CO$1M

Full exits 4

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$51M
  • VANGUARD GROUP INC$14M
  • TWO SIGMA ADVISERS, LP$961K
  • Blue Edge Capital, LLC$651K

Largest adds

  • ALGEBRIS (UK) LTD$5M
  • DIMENSIONAL FUND ADVISORS LP$564K
  • CALDWELL SUTTER CAPITAL, INC.$415K
  • EJF Capital LP$273K

Largest trims

  • Azora Capital LP$10M
  • WELLINGTON MANAGEMENT GROUP LLP$2M
  • BANC FUNDS CO LLC$730K
  • BlackRock, Inc.$526K
  • NewEdge Advisors, LLC$490K
  • JANE STREET GROUP, LLC$468K

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).

FundSharesReported value% of valueQuarter
WELLINGTON MANAGEMENT GROUP LLP trimmed6,259,952$26M11.7%2026-Q1
BlackRock, Inc. trimmed3,794,979$16M7.1%2026-Q1
Azora Capital LP trimmed2,703,441$11M5.0%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new2,629,576$11M4.9%2026-Q1
ALGEBRIS (UK) LTD added2,535,105$11M4.7%2026-Q1
BANC FUNDS CO LLC trimmed1,889,033$8M3.5%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed1,271,941$5M2.4%2026-Q1
STATE STREET CORP added1,094,969$5M2.0%2026-Q1
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC added1,016,932$4M1.9%2026-Q1
DIMENSIONAL FUND ADVISORS LP added925,541$4M1.7%2026-Q1
ALLIANCEBERNSTEIN L.P. added881,496$4M1.7%2026-Q1
Elizabeth Park Capital Advisors, Ltd.803,446$3M1.5%2026-Q1
TWO SIGMA INVESTMENTS, LP added687,463$3M1.3%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added540,453$2M1.0%2026-Q1
NORTHERN TRUST CORP added536,751$2M1.0%2026-Q1
EJF Capital LP added524,303$2M1.0%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new389,567$2M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new314,810$1M0.6%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added262,000$1M0.5%2026-Q1
MORGAN STANLEY trimmed255,884$1M0.5%2026-Q1
KENNEDY CAPITAL MANAGEMENT LLC229,490$964K0.4%2026-Q1
Squarepoint Ops LLC added215,325$904K0.4%2026-Q1
GENDELL JEFFREY L214,608$901K0.4%2026-Q1
Oppenheimer & Close, LLC200,460$842K0.4%2026-Q1
JACOBS ASSET MANAGEMENT, LLC trimmed199,878$839K0.4%2026-Q1
GOLDMAN SACHS GROUP INC added199,475$838K0.4%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed188,265$791K0.4%2026-Q1
BANK OF AMERICA CORP /DE/ added170,748$717K0.3%2026-Q1
Bank of New York Mellon Corp trimmed163,872$688K0.3%2026-Q1
CALDWELL SUTTER CAPITAL, INC. added153,244$644K0.3%2026-Q1
ALERUS FINANCIAL NA trimmed151,148$635K0.3%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed125,934$529K0.2%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed115,997$487K0.2%2026-Q1
RAYMOND JAMES FINANCIAL INC115,453$485K0.2%2026-Q1
Nuveen, LLC added111,121$467K0.2%2026-Q1
UBS Group AG trimmed91,124$383K0.2%2026-Q1
Empowered Funds, LLC trimmed89,560$376K0.2%2026-Q1
XTX Topco Ltd added79,533$334K0.1%2026-Q1
Heritage Wealth Advisors trimmed72,588$305K0.1%2026-Q1
PRIVATE CLIENT SERVICES, LLC65,938$277K0.1%2026-Q1
Qube Research & Technologies Ltd added64,758$272K0.1%2026-Q1
DEUTSCHE BANK AG\ added60,328$253K0.1%2026-Q1
RHUMBLINE ADVISERS trimmed47,869$201K0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added46,909$198K0.1%2026-Q1
CITADEL ADVISORS LLC added43,625$183K0.1%2026-Q1
MetLife Investment Management, LLC41,398$174K0.1%2026-Q1
Arcus Capital Partners, LLC added40,809$171K0.1%2026-Q1
Schonfeld Strategic Advisors LLC added39,938$168K0.1%2026-Q1
Invesco Ltd. trimmed38,023$160K0.1%2026-Q1
OCCUDO QUANTITATIVE STRATEGIES LP added44,955$154K0.1%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed36,574$154K0.1%2026-Q1
NewEdge Advisors, LLC trimmed149,854$150K0.1%2026-Q1
LPL Financial LLC trimmed33,780$142K0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added32,138$135K0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed28,167$118K0.1%2026-Q1
JPMORGAN CHASE & CO trimmed28,248$114K0.1%2026-Q1
SEI INVESTMENTS CO new26,281$110K0.0%2026-Q1
JANE STREET GROUP, LLC trimmed24,861$104K0.0%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added23,009$97K0.0%2026-Q1
Harbor Advisors LLC21,081$89K0.0%2026-Q1
Focus Partners Wealth trimmed20,654$87K0.0%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed20,225$85K0.0%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed19,954$84K0.0%2026-Q1
Salomon & Ludwin, LLC trimmed19,634$81K0.0%2026-Q1
Vanguard Global Advisers, LLC new18,522$78K0.0%2026-Q1
Police & Firemen's Retirement System of New Jersey17,911$75K0.0%2026-Q1
MARSHALL WACE, LLP added17,582$74K0.0%2026-Q1
INTECH INVESTMENT MANAGEMENT LLC trimmed17,536$74K0.0%2026-Q1
Tower Research Capital LLC (TRC) added17,350$73K0.0%2026-Q1
BARCLAYS PLC trimmed16,011$67K0.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added558,872$51M22.7%2025-Q4 stale
VANGUARD GROUP INC added3,320,121$14M6.3%2025-Q4 stale
BlackBarn Capital Partners LP trimmed2,368,234$9M3.8%2025-Q2 stale
North Reef Capital Management LP new1,515,107$5M2.4%2025-Q2 stale
Fourthstone LLC trimmed355,212$1M0.5%2025-Q1 stale
TWO SIGMA ADVISERS, LP added225,000$961K0.4%2025-Q4 stale
Blue Edge Capital, LLC152,514$651K0.3%2025-Q4 stale
Truffle Hound Capital, LLC150,000$489K0.2%2025-Q1 stale
HRT FINANCIAL LP added106,834$348K0.2%2025-Q1 stale
Black Maple Capital Management LP85,671$308K0.1%2025-Q2 stale
Fiduciary Trust Co trimmed54,916$234K0.1%2025-Q4 stale
RBF Capital, LLC trimmed57,000$205K0.1%2025-Q2 stale
RAFFLES ASSOCIATES LP trimmed55,934$201K0.1%2025-Q2 stale
ExodusPoint Capital Management, LP trimmed59,078$193K0.1%2025-Q1 stale
Jain Global LLC new55,889$182K0.1%2025-Q1 stale
OMERS ADMINISTRATION Corp trimmed52,500$172K0.1%2025-Q1 stale
BALYASNY ASSET MANAGEMENT L.P. added52,091$170K0.1%2025-Q1 stale
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC new27,673$118K0.1%2025-Q4 stale
TCV Trust & Wealth Management, Inc.27,216$115K0.1%2025-Q3 stale
SG Americas Securities, LLC added33,971$111K0.0%2025-Q1 stale
LMR Partners LLP new32,838$107K0.0%2025-Q1 stale
MANGROVE PARTNERS IM, LLC new23,391$100K0.0%2025-Q4 stale
GSA CAPITAL PARTNERS LLP trimmed21,447$92K0.0%2025-Q4 stale
Kovitz Investment Group Partners, LLC21,000$89K0.0%2025-Q3 stale
Evercore Wealth Management, LLC20,000$85K0.0%2025-Q4 stale
Point72 Asia (Singapore) Pte. Ltd. trimmed26,018$85K0.0%2025-Q1 stale
Cubist Systematic Strategies, LLC trimmed25,449$83K0.0%2025-Q1 stale
Abel Hall, LLC new19,295$82K0.0%2025-Q4 stale
Quantessence Capital LLC new21,129$69K0.0%2025-Q1 stale
Jefferies Financial Group Inc. trimmed20,974$68K0.0%2025-Q1 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.

HoldersTotal shares

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.

Learn how to read institutional ownership