| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2.4M | $8.6M | -7.6% | 2.701% | 0.00% |
| 5 | BANC FUNDS CO LLC | 1.9M | $6.7M | 0.0% | 2.101% | 1.10% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1.3M | $4.7M | +5.4% | 1.492% | 0.00% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $4.0M | +22.4% | 1.260% | 0.00% |
| 8 | STATE STREET CORP | 1.1M | $3.8M | -0.4% | 1.213% | 0.00% |
| 9 | GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1.0M | $3.6M | +0.9% | 1.141% | 2.80% |
| 10 | ALLIANCEBERNSTEIN L.P. | 812K | $3.4M | -7.9% | 0.903% | 0.00% |
| 11 | TWO SIGMA INVESTMENTS, LP | 912K | $3.2M | +32.6% | 1.014% | 0.00% |
| 12 | Elizabeth Park Capital Advisors, Ltd. | 803K | $2.8M | 0.0% | 0.894% | 1.96% |
| 13 | NORTHERN TRUST CORP | 545K | $1.9M | +1.5% | 0.606% | 0.00% |
| 14 | JACOBS ASSET MANAGEMENT, LLC | 501K | $1.8M | +150.7% | 0.557% | 1.11% |
| 15 | EJF Capital LP | 473K | $1.7M | -9.7% | 0.526% | 1.12% |
| 16 | RENAISSANCE TECHNOLOGIES LLC | 467K | $1.6M | -13.7% | 0.519% | 0.00% |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | 441K | $1.6M | +13.2% | 0.490% | 0.00% |
| 18 | MORGAN STANLEY | 388K | $1.4M | +51.8% | 0.432% | 0.00% |
| 19 | MARSHALL WACE, LLP | 343K | $1.2M | +1850.5% | 0.381% | 0.00% |
| 20 | VANGUARD FIDUCIARY TRUST CO | 333K | $1.2M | +5.8% | 0.370% | 0.00% |
| 21 | VICTORY CAPITAL MANAGEMENT INC | 330K | $1.2M | +25.9% | 0.367% | 0.00% |
| 22 | CITADEL ADVISORS LLC | 328K | $1.2M | +391.5% | 0.365% | 0.00% |
| 23 | KENNEDY CAPITAL MANAGEMENT LLC | 220K | $778K | -3.9% | 0.245% | 0.01% |
| 24 | GENDELL JEFFREY L | 215K | $758K | 0.0% | 0.239% | 0.01% |
| 25 | Oppenheimer & Close, LLC | 200K | $708K | 0.0% | 0.223% | 0.45% |
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 BRBS — a direct measure of their conviction.
| 32.30% |
| +5.80 pp |
| $91M |
| +26% |
| Q4 2024 | 89 | +27% | 26.50% | 2.00 pp | $72M | +23% |
| Q3 2024 | 70 | — | 28.50% | — | $59M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
10 institutions opened new positions in BRBS during Q2 2026, while 10 fully exited. 20 added to existing positions and 73 trimmed.
BRBS institutional ownership fell by 1.12 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 70.1% of all reported 13F value in BRBS, and the top 25 account for 90.0%.
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.
Blue Ridge Bankshares, Inc. (BRBS) Institutional Ownership