| 4 | Long Focus Capital Management, LLC | 2.5M | $20.6M | +24.4% | 1.731% | 0.53% |
| 5 | EMERALD ADVISERS, LLC | 2.4M | $20.0M | +29.3% | 1.678% | 0.47% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2.3M | $19.6M | +2.9% | 1.645% | 0.00% |
| 7 | Kanen Wealth Management LLC | 2.2M | $18.7M | — | 1.554% | 4.52% |
| 8 | D. E. Shaw & Co., Inc. | 2.0M | $17.2M | +15.3% | 1.447% | 0.01% |
| 9 | BANK OF AMERICA CORP /DE/ | 2.0M | $16.9M | -13.9% | 1.421% | 0.00% |
| 10 | Meros Investment Management, LP | 1.7M | $14.2M | +40.6% | 1.187% | 4.49% |
| 11 | EMERALD MUTUAL FUND ADVISERS TRUST | 1.6M | $13.3M | +59.2% | 1.114% | 0.47% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 1.4M | $11.7M | +18.2% | 0.985% | 0.00% |
| 13 | AMERICAN CENTURY COMPANIES INC | 1.4M | $11.7M | +5.8% | 0.980% | 0.01% |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 1.4M | $11.6M | +6.5% | 0.974% | 0.00% |
| 15 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.3M | $11.0M | +15.5% | 0.923% | 0.03% |
| 16 | STATE STREET CORP | 1.2M | $10.1M | +5.5% | 0.849% | 0.00% |
| 17 | JACOBS LEVY EQUITY MANAGEMENT, INC | 1.2M | $10.0M | +317.5% | 0.840% | 0.04% |
| 18 | CenterBook Partners LP | 1.1M | $9.4M | -42.6% | 0.790% | 0.46% |
| 19 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1.1M | $9.4M | -0.4% | 0.785% | 0.46% |
| 20 | BALYASNY ASSET MANAGEMENT L.P. | 974K | $8.2M | -7.3% | 0.688% | 0.01% |
| 21 | Simcoe Capital LLC | 927K | $7.8M | +65.0% | 0.655% | 4.76% |
| 22 | MARSHALL WACE, LLP | 902K | $7.6M | +24.4% | 0.637% | 0.01% |
| 23 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 896K | $7.5M | -4.7% | 0.633% | 0.05% |
| 24 | GOLDMAN SACHS GROUP INC | 639K | $5.4M | +83.0% | 0.452% | 0.00% |
| 25 | Mill Road Capital Management LLC | 527K | $4.4M | +30.4% | 0.372% | 2.19% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ARHS — a direct measure of their conviction.
| 40.66% |
| +0.41 pp |
| $482M |
| 7.5% |
| Q4 2024 | 144 | 2.7% | 40.25% | 3.25 pp | $522M | 27% |
| Q3 2024 | 148 | — | 43.50% | — | $714M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
25 institutions opened new positions in ARHS during Q2 2026, while 35 fully exited. 96 added to existing positions and 41 trimmed.
ARHS institutional ownership rose by 1.15 percentage points quarter-over-quarter, with a net change of -11 holders.
The top 10 institutions account for 48.2% of all reported 13F value in ARHS, and the top 25 account for 79.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Arhaus, Inc. (ARHS) Institutional Ownership