Who owns Baldwin Insurance Group, Inc.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BWIN from SEC Form 13F filings across 228 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, 228 institutions disclosed 89.6M shares of Baldwin Insurance Group, Inc. worth $2.38B — about 96.5% of shares outstanding; the largest disclosed holder is FMR LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
228
13F holders
$2.38B
value, 2026 filers
96.5%
of shares outstanding (89.6M sh)
41
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 BWIN's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 14.8M | $392.1M | 0.0% | 15.9% | +5.7% |
| 2 | BlackRock, Inc. | 7.3M | $192.8M | 0.0% | 7.8% | +9.0% |
| 3 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 6.7M | $179.0M | 0.5% | 7.3% | -0.9% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.3M | $86.7M | 0.0% | 3.5% | -6.1% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3.2M | $84.2M | 0.0% | 3.4% | -8.6% |
| 6 | Bank of New York Mellon Corp | 3.1M | $81.8M | 0.0% | 3.3% | -21.5% |
| 7 | BAMCO INC /NY/ | 2.7M | $72.1M | 0.1% | 2.9% | +0.1% |
| 8 | STATE STREET CORP | 2.7M | $70.8M | 0.0% | 2.9% | +7.8% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 2.3M | $62.2M | 0.0% | 2.5% | +8.8% |
| 10 | MORGAN STANLEY | 2.3M | $60.5M | 0.0% | 2.5% | +26.3% |
| 11 | Woodline Partners LP | 2.3M | $60.2M | 0.2% | 2.4% | +362.1% |
| 12 | FRONTIER CAPITAL MANAGEMENT CO LLC | 2.1M | $55.8M | 0.5% | 2.3% | +90.3% |
| 13 | T. Rowe Price Investment Management, Inc. | 2.0M | $53.5M | 0.0% | 2.2% | +27.9% |
| 14 | WESTWOOD HOLDINGS GROUP INC | 1.9M | $51.5M | 0.4% | 2.1% | -24.8% |
| 15 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.9M | $50.8M | 0.1% | 2.1% | -3.4% |
| 16 | Capital International Investors | 1.7M | $44.9M | 0.0% | 1.8% | +2.9% |
| 17 | UBS Group AG | 1.6M | $43.6M | 0.0% | 1.8% | +29.6% |
| 18 | Annis Gardner Whiting Capital Advisors, LLC | 1.6M | $42.1M | 6.3% | 1.7% | -7.9% |
| 19 | DIMENSIONAL FUND ADVISORS LP | 1.3M | $35.8M | 0.0% | 1.5% | +0.9% |
| 20 | Capital Research Global Investors | 1.3M | $34.8M | 0.0% | 1.4% | -15.2% |
| 21 | Boston Partners | 1.2M | $31.7M | 0.0% | 1.3% | +54.4% |
| 22 | BANK OF AMERICA CORP /DE/ | 1.2M | $31.5M | 0.0% | 1.3% | +39.6% |
| 23 | Point72 Asset Management, L.P. | 1.0M | $27.6M | 0.0% | 1.1% | +132.3% |
| 24 | Champlain Investment Partners, LLC | 863,038 | $22.9M | 0.6% | 0.9% | -16.6% |
| 25 | NORTHERN TRUST CORP | 810,264 | $21.5M | 0.0% | 0.9% | +7.8% |
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.