| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.9M | $170.1M | -0.2% | 3.942% | 0.00% |
| 5 | Neuberger Berman Group LLC | 1.8M | $165.0M | -24.8% | 3.824% | 0.05% |
| 6 | STATE STREET CORP | 1.7M | $153.8M | +6.9% | 3.566% | 0.00% |
| 7 | FIRST TRUST ADVISORS LP | 1.6M | $146.7M | -4.0% | 3.401% | 0.09% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 1.5M | $141.8M | +7.7% | 3.287% | 0.03% |
| 9 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 933K | $85.4M | -2.9% | 1.980% | 0.27% |
| 10 | RENAISSANCE TECHNOLOGIES LLC | 915K | $83.8M | +0.3% | 1.942% | 0.12% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 829K | $75.9M | +49.6% | 1.759% | 0.00% |
| 12 | GOLDMAN SACHS GROUP INC | 481K | $44.1M | +306.9% | 1.022% | 0.00% |
| 13 | ROYCE & ASSOCIATES LP | 468K | $42.8M | -27.0% | 0.993% | 0.34% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 447K | $40.9M | -5.6% | 0.948% | 0.01% |
| 15 | UBS Group AG | 429K | $39.3M | +268.1% | 0.911% | 0.00% |
| 16 | FRANKLIN RESOURCES INC | 428K | $39.2M | -73.2% | 0.909% | 0.01% |
| 17 | Qube Research & Technologies Ltd | 376K | $34.4M | -15.5% | 0.797% | 0.03% |
| 18 | MORGAN STANLEY | 329K | $30.1M | -0.5% | 0.699% | 0.00% |
| 19 | BRANDES INVESTMENT PARTNERS, LP | 309K | $28.3M | +421.3% | 0.656% | 0.20% |
| 20 | Boston Partners | 278K | $25.4M | — | 0.590% | 0.02% |
| 21 | VANGUARD FIDUCIARY TRUST CO | 272K | $24.9M | +2.7% | 0.576% | 0.01% |
| 22 | Allianz Asset Management GmbH | 252K | $23.1M | -2.2% | 0.535% | 0.01% |
| 23 | Bank of New York Mellon Corp | 246K | $22.6M | +0.0% | 0.523% | 0.00% |
| 24 | Clark Capital Management Group, Inc. | 230K | $21.1M | +31.5% | 0.488% | 0.11% |
| 25 | NORTHERN TRUST CORP | 217K | $19.9M | +13.2% | 0.462% | 0.00% |
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 BRC — a direct measure of their conviction.
| 75.99% |
| +0.81 pp |
| $2.35B |
| +0.5% |
| Q4 2024 | 273 | 3.5% | 75.18% | +1.19 pp | $2.34B | +1.0% |
| Q3 2024 | 283 | — | 73.99% | — | $2.31B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
BRC institutional ownership fell by 0.98 percentage points quarter-over-quarter, with a net change of +24 holders.
The top 10 institutions account for 66.6% of all reported 13F value in BRC, and the top 25 account for 82.3%.
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.
Brady Corporation (BRC) Institutional Ownership