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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 6,259,952 | $26M | 11.7% | 2026-Q1 |
| BlackRock, Inc. trimmed | 3,794,979 | $16M | 7.1% | 2026-Q1 |
| Azora Capital LP trimmed | 2,703,441 | $11M | 5.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,629,576 | $11M | 4.9% | 2026-Q1 |
| ALGEBRIS (UK) LTD added | 2,535,105 | $11M | 4.7% | 2026-Q1 |
| BANC FUNDS CO LLC trimmed | 1,889,033 | $8M | 3.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,271,941 | $5M | 2.4% | 2026-Q1 |
| STATE STREET CORP added | 1,094,969 | $5M | 2.0% | 2026-Q1 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC added | 1,016,932 | $4M | 1.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 925,541 | $4M | 1.7% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 881,496 | $4M | 1.7% | 2026-Q1 |
| Elizabeth Park Capital Advisors, Ltd. | 803,446 | $3M | 1.5% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 687,463 | $3M | 1.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 540,453 | $2M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 536,751 | $2M | 1.0% | 2026-Q1 |
| EJF Capital LP added | 524,303 | $2M | 1.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 389,567 | $2M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 314,810 | $1M | 0.6% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 262,000 | $1M | 0.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 255,884 | $1M | 0.5% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC | 229,490 | $964K | 0.4% | 2026-Q1 |
| Squarepoint Ops LLC added | 215,325 | $904K | 0.4% | 2026-Q1 |
| GENDELL JEFFREY L | 214,608 | $901K | 0.4% | 2026-Q1 |
| Oppenheimer & Close, LLC | 200,460 | $842K | 0.4% | 2026-Q1 |
| JACOBS ASSET MANAGEMENT, LLC trimmed | 199,878 | $839K | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 199,475 | $838K | 0.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 188,265 | $791K | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 170,748 | $717K | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 163,872 | $688K | 0.3% | 2026-Q1 |
| CALDWELL SUTTER CAPITAL, INC. added | 153,244 | $644K | 0.3% | 2026-Q1 |
| ALERUS FINANCIAL NA trimmed | 151,148 | $635K | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 125,934 | $529K | 0.2% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 115,997 | $487K | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC | 115,453 | $485K | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 111,121 | $467K | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 91,124 | $383K | 0.2% | 2026-Q1 |
| Empowered Funds, LLC trimmed | 89,560 | $376K | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 79,533 | $334K | 0.1% | 2026-Q1 |
| Heritage Wealth Advisors trimmed | 72,588 | $305K | 0.1% | 2026-Q1 |
| PRIVATE CLIENT SERVICES, LLC | 65,938 | $277K | 0.1% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 64,758 | $272K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 60,328 | $253K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 47,869 | $201K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 46,909 | $198K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 43,625 | $183K | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC | 41,398 | $174K | 0.1% | 2026-Q1 |
| Arcus Capital Partners, LLC added | 40,809 | $171K | 0.1% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 39,938 | $168K | 0.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 38,023 | $160K | 0.1% | 2026-Q1 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 44,955 | $154K | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 36,574 | $154K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 149,854 | $150K | 0.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 33,780 | $142K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 32,138 | $135K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 28,167 | $118K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 28,248 | $114K | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO new | 26,281 | $110K | 0.0% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 24,861 | $104K | 0.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 23,009 | $97K | 0.0% | 2026-Q1 |
| Harbor Advisors LLC | 21,081 | $89K | 0.0% | 2026-Q1 |
| Focus Partners Wealth trimmed | 20,654 | $87K | 0.0% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 20,225 | $85K | 0.0% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 19,954 | $84K | 0.0% | 2026-Q1 |
| Salomon & Ludwin, LLC trimmed | 19,634 | $81K | 0.0% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 18,522 | $78K | 0.0% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 17,911 | $75K | 0.0% | 2026-Q1 |
| MARSHALL WACE, LLP added | 17,582 | $74K | 0.0% | 2026-Q1 |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 17,536 | $74K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 17,350 | $73K | 0.0% | 2026-Q1 |
| BARCLAYS PLC trimmed | 16,011 | $67K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 558,872 | $51M | 22.7% | 2025-Q4 stale |
| VANGUARD GROUP INC added | 3,320,121 | $14M | 6.3% | 2025-Q4 stale |
| BlackBarn Capital Partners LP trimmed | 2,368,234 | $9M | 3.8% | 2025-Q2 stale |
| North Reef Capital Management LP new | 1,515,107 | $5M | 2.4% | 2025-Q2 stale |
| Fourthstone LLC trimmed | 355,212 | $1M | 0.5% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP added | 225,000 | $961K | 0.4% | 2025-Q4 stale |
| Blue Edge Capital, LLC | 152,514 | $651K | 0.3% | 2025-Q4 stale |
| Truffle Hound Capital, LLC | 150,000 | $489K | 0.2% | 2025-Q1 stale |
| HRT FINANCIAL LP added | 106,834 | $348K | 0.2% | 2025-Q1 stale |
| Black Maple Capital Management LP | 85,671 | $308K | 0.1% | 2025-Q2 stale |
| Fiduciary Trust Co trimmed | 54,916 | $234K | 0.1% | 2025-Q4 stale |
| RBF Capital, LLC trimmed | 57,000 | $205K | 0.1% | 2025-Q2 stale |
| RAFFLES ASSOCIATES LP trimmed | 55,934 | $201K | 0.1% | 2025-Q2 stale |
| ExodusPoint Capital Management, LP trimmed | 59,078 | $193K | 0.1% | 2025-Q1 stale |
| Jain Global LLC new | 55,889 | $182K | 0.1% | 2025-Q1 stale |
| OMERS ADMINISTRATION Corp trimmed | 52,500 | $172K | 0.1% | 2025-Q1 stale |
| BALYASNY ASSET MANAGEMENT L.P. added | 52,091 | $170K | 0.1% | 2025-Q1 stale |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC new | 27,673 | $118K | 0.1% | 2025-Q4 stale |
| TCV Trust & Wealth Management, Inc. | 27,216 | $115K | 0.1% | 2025-Q3 stale |
| SG Americas Securities, LLC added | 33,971 | $111K | 0.0% | 2025-Q1 stale |
| LMR Partners LLP new | 32,838 | $107K | 0.0% | 2025-Q1 stale |
| MANGROVE PARTNERS IM, LLC new | 23,391 | $100K | 0.0% | 2025-Q4 stale |
| GSA CAPITAL PARTNERS LLP trimmed | 21,447 | $92K | 0.0% | 2025-Q4 stale |
| Kovitz Investment Group Partners, LLC | 21,000 | $89K | 0.0% | 2025-Q3 stale |
| Evercore Wealth Management, LLC | 20,000 | $85K | 0.0% | 2025-Q4 stale |
| Point72 Asia (Singapore) Pte. Ltd. trimmed | 26,018 | $85K | 0.0% | 2025-Q1 stale |
| Cubist Systematic Strategies, LLC trimmed | 25,449 | $83K | 0.0% | 2025-Q1 stale |
| Abel Hall, LLC new | 19,295 | $82K | 0.0% | 2025-Q4 stale |
| Quantessence Capital LLC new | 21,129 | $69K | 0.0% | 2025-Q1 stale |
| Jefferies Financial Group Inc. trimmed | 20,974 | $68K | 0.0% | 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.
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.