Institutional Ownership
Bbh Tr
CUSIP 05528C675SELECT LARGE CAPBBHLQ1 2026
Institutional Holders
26
13F filers
Shares Held
29.42M
Aggregate institutional
Institutional Value
$441.93M
Q1 2026
Net New Holders
+4
7 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased2
Decreased4
Sold out3
Institutional Holders
26 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Brown Brothers Harriman & Co | 27.97M | $420.16M | +1.56M | Added |
| 2 | Beacon Pointe Advisors, LLC | 659.2K | $9.90M | +659.2K | New |
| 3 | Waverly Advisors, LLC | 296.1K | $4.45M | −5.6K | Reduced |
| 4 | Black Diamond Financial, LLC | 67.5K | $1.01M | 0 | Held |
| 5 | Wealthspire Advisors, LLC | 46.8K | $703.2K | 0 | Held |
| 6 | Forbes J M & Co LLP | 43.9K | $658.8K | −15.5K | Reduced |
| 7 | Aspiriant, LLC | 41.0K | $615.3K | 0 | Held |
| 8 | Rockefeller Capital Management L.P. | 37.7K | $566.7K | −10.5K | Reduced |
| 9 | Royal Bank Of Canada | 36.6K | $550.0K | +505 | Added |
| 10 | Spinnaker Trust | 33.7K | $506.9K | 0 | Held |
16 more institutional holders on Premium
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