Who owns BBHL?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BBHL from SEC Form 13F filings across 28 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 28 institutions disclosed 28.7M shares of BBHL worth $499.0M; the largest disclosed holder is BROWN BROTHERS HARRIMAN & CO. Source: SEC Form 13F filings, parsed by EvidInvest.
28
13F holders
$499.0M
value, 2026 filers
28.7M
shares disclosed
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BBHL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BROWN BROTHERS HARRIMAN & CO | 27.2M | $473.1M | 2.1% | — | -2.8% |
| 2 | Beacon Pointe Advisors, LLC | 656,945 | $11.4M | 0.1% | — | -0.3% |
| 3 | Waverly Advisors, LLC | 293,168 | $5.1M | 0.0% | — | -1.0% |
| 4 | Black Diamond Financial, LLC | 67,548 | $1.2M | 0.1% | — | 0.0% |
| 5 | Wealthspire Advisors, LLC | 46,816 | $814,599 | 0.0% | — | 0.0% |
| 6 | FORBES J M & CO LLPNEW | 43,862 | $763,199 | 0.1% | — | new |
| 7 | BANK OF AMERICA CORP /DE/ | 42,077 | $732,140 | 0.0% | — | +228.8% |
| 8 | HighTower Advisors, LLC | 38,416 | $668,438 | 0.0% | — | +70.1% |
| 9 | ROYAL BANK OF CANADA | 36,753 | $640,000 | 0.0% | — | +0.4% |
| 10 | Rockefeller Capital Management L.P. | 36,527 | $635,570 | 0.0% | — | -3.2% |
| 11 | ASPIRIANT, LLC | 35,333 | $614,795 | 0.0% | — | -13.7% |
| 12 | SPINNAKER TRUST | 33,746 | $587,180 | 0.0% | — | 0.0% |
| 13 | GoalVest Advisory LLC | 22,311 | $388,211 | 0.1% | — | 0.0% |
| 14 | WELLS FARGO & COMPANY/MNNEW | 21,268 | $370,063 | 0.0% | — | new |
| 15 | SIMON QUICK ADVISORS, LLC | 18,244 | $317,446 | 0.0% | — | 0.0% |
| 16 | Kathmere Capital Management, LLC | 17,609 | $306,397 | 0.0% | — | 0.0% |
| 17 | SUMMIT WEALTH GROUP LLC / CO | 16,656 | $289,814 | 0.0% | — | -6.3% |
| 18 | DIVERSIFIED TRUST CO | 16,159 | $281,166 | 0.0% | — | 0.0% |
| 19 | ASSETMARK, INC | 11,001 | $191,417 | 0.0% | — | +7.7% |
| 20 | WOODMONT INVESTMENT COUNSEL LLC | 10,965 | $190,791 | 0.0% | — | 0.0% |
| 21 | Blue Trust, Inc.NEW | 10,033 | $174,574 | 0.0% | — | new |
| 22 | FIFTH THIRD BANCORP | 6,035 | $105,009 | 0.0% | — | -19.3% |
| 23 | JPMORGAN CHASE & CONEW | 4,534 | $78,022 | 0.0% | — | new |
| 24 | FMR LLC | 806 | $14,024 | 0.0% | — | 0.0% |
| 25 | UBS Group AG | 620 | $10,788 | 0.0% | — | +6.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.