| 4 | GEODE CAPITAL MANAGEMENT, LLC | 1.5M | $3.3M | +7.4% | 2.199% | 0.00% |
| 5 | STATE STREET CORP | 1.3M | $2.8M | -2.6% | 1.911% | 0.00% |
| 6 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.1M | $2.5M | +8.8% | 1.664% | 0.00% |
| 7 | LANDMARK INVESTMENT PARTNERS, L.P. | 989K | $2.0M | -13.2% | 1.440% | 0.50% |
| 8 | MARSHALL WACE, LLP | 858K | $1.9M | +316.0% | 1.249% | 0.00% |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 707K | $1.5M | -3.5% | 1.029% | 0.00% |
| 10 | GOLDMAN SACHS GROUP INC | 593K | $1.3M | +153.4% | 0.863% | 0.00% |
| 11 | DIMENSIONAL FUND ADVISORS LP | 563K | $1.2M | -20.0% | 0.819% | 0.00% |
| 12 | Universal- Beteiligungs- und Servicegesellschaft mbH | 480K | $1.0M | 0.0% | 0.699% | 0.00% |
| 13 | NORTHERN TRUST CORP | 471K | $1.0M | +1.0% | 0.685% | 0.00% |
| 14 | JACOBS LEVY EQUITY MANAGEMENT, INC | 436K | $941K | +10.9% | 0.635% | 0.00% |
| 15 | IRONWOOD INVESTMENT MANAGEMENT LLC | 431K | $932K | 0.0% | 0.628% | 0.32% |
| 16 | D. E. Shaw & Co., Inc. | 424K | $917K | +76.4% | 0.618% | 0.00% |
| 17 | PRUDENTIAL FINANCIAL INC | 424K | $916K | 0.0% | 0.617% | 0.00% |
| 18 | VANGUARD FIDUCIARY TRUST CO | 407K | $879K | +7.6% | 0.592% | 0.00% |
| 19 | VANGUARD PORTFOLIO MANAGEMENT LLC | 399K | $863K | +25.2% | 0.581% | 0.00% |
| 20 | MORGAN STANLEY | 350K | $756K | +22.1% | 0.510% | 0.00% |
| 21 | CITADEL ADVISORS LLC | 273K | $589K | +39.2% | 0.397% | 0.00% |
| 22 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | 260K | $561K | +15.5% | 0.378% | 0.03% |
| 23 | UBS Group AG | 259K | $559K | -42.0% | 0.377% | 0.00% |
| 24 | Rockefeller Capital Management L.P. | 252K | $545K | +465.9% | 0.367% | 0.00% |
| 25 | Catalyst Funds Management Pty Ltd | 249K | $538K | — | 0.363% | 0.03% |
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 BHR — a direct measure of their conviction.
| 49.84% |
| 1.17 pp |
| $81M |
| 15% |
| Q4 2024 | 124 | +5.1% | 51.01% | +0.09 pp | $95M | 1.3% |
| Q3 2024 | 118 | — | 50.92% | — | $96M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
13 institutions opened new positions in BHR during Q2 2026, while 19 fully exited. 33 added to existing positions and 81 trimmed.
BHR institutional ownership fell by 0.87 percentage points quarter-over-quarter, with a net change of -8 holders.
The top 10 institutions account for 66.3% of all reported 13F value in BHR, and the top 25 account for 84.5%.
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.
Braemar Hotels & Resorts Inc. (BHR) Institutional Ownership