BBH TR (BBHL)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
28
Reporting holders
$499.0M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BROWN BROTHERS HARRIMAN & CO | $473.1M | 27,187,058 | 2.07% | 3q | -2.8%-$13.7M |
| Beacon Pointe Advisors, LLC | $11.4M | 656,945 | 0.05% | 2q | HELD |
| Waverly Advisors, LLC | $5.1M | 293,168 | 0.03% | 3q | -1.0%-$51.6K |
| Black Diamond Financial, LLC | $1.2M | 67,548 | 0.10% | 3q | HELD |
| Wealthspire Advisors, LLC | $814.6K | 46,816 | 0.00% | 3q | HELD |
| FORBES J M & CO LLP | $763.2K | 43,862 | 0.06% | 3q | HELD |
| BANK OF AMERICA CORP /DE/ | $732.1K | 42,077 | 0.00% | 2q | +228.8%+$509.4K |
| HighTower Advisors, LLC | $668.4K | 38,416 | 0.00% | 3q | +70.1%+$275.4K |
| ROYAL BANK OF CANADA | $640.0K | 36,753 | 0.00% | 3q | HELD |
| Rockefeller Capital Management L.P. | $635.6K | 36,527 | 0.00% | 3q | -3.2%-$20.9K |
| ASPIRIANT, LLC | $614.8K | 35,333 | 0.02% | 3q | -13.7%-$98.0K |
| SPINNAKER TRUST | $587.2K | 33,746 | 0.03% | 3q | HELD |
| GoalVest Advisory LLC | $388.2K | 22,311 | 0.07% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $370.1K | 21,268 | 0.00% | new | NEW |
| SIMON QUICK ADVISORS, LLC | $317.4K | 18,244 | 0.01% | 2q | HELD |
| Kathmere Capital Management, LLC | $306.4K | 17,609 | 0.02% | 3q | HELD |
| SUMMIT WEALTH GROUP LLC / CO | $289.8K | 16,656 | 0.02% | 3q | -6.3%-$19.4K |
| DIVERSIFIED TRUST CO | $281.2K | 16,159 | 0.00% | 3q | HELD |
| ASSETMARK, INC | $191.4K | 11,001 | 0.00% | 2q | +7.7%+$13.6K |
| WOODMONT INVESTMENT COUNSEL LLC | $190.8K | 10,965 | 0.01% | 3q | HELD |
| Blue Trust, Inc. | $174.6K | 10,033 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $105.0K | 6,035 | 0.00% | 3q | -19.3%-$25.1K |
| JPMORGAN CHASE & CO | $78.0K | 4,534 | 0.00% | new | NEW |
| FMR LLC | $14.0K | 806 | 0.00% | 3q | HELD |
| UBS Group AG | $10.8K | 620 | 0.00% | 2q | +6.3% |
| Park Place Capital Corp | $10.7K | 613 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $7.6K | 439 | 0.00% | 3q | HELD |
| Key Financial Inc | $2.8K | 162 | 0.00% | 3q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 28 | $499.0M | 28,675,704 | 4 | 4 | 6 | 0.0% |
| Q1 2026 | 26 | $441.9M | 29,422,788 | 7 | 2 | 4 | 0.0% |
| Q4 2025 | 23 | $449.9M | 27,908,984 | 23 | 0 | 0 | 0.0% |