BBH — Institutional owners (13F)

125 filers · $131.9M total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
GOLDMAN SACHS GROUP INC $20,734,269 102,020 15.72% Shares
RAYMOND JAMES FINANCIAL INC $13,336,155 65,619 10.11% Shares
BANK OF AMERICA CORP /DE/ $12,234,062 60,196 9.28% Shares
MORGAN STANLEY $8,043,042 39,574 6.10% Shares
Miller Investment Management, LP $7,768,949 38,226 5.89% Shares
WELLS FARGO & COMPANY/MN $6,756,512 33,244 5.12% Shares
LPL Financial LLC $6,123,640 30,131 4.64% Shares
Conservest Capital Advisors, Inc. $4,016,910 19,765 3.05% Shares
Bleakley Financial Group, LLC $3,304,638 16,260 2.51% Shares
UBS Group AG $3,212,974 15,809 2.44% Shares
Paragon Private Wealth Management, LLC $2,828,277 13,916 2.14% Shares
ROYAL BANK OF CANADA $2,724,000 13,403 2.07% Shares
Rockefeller Capital Management L.P. $2,410,925 11,862 1.83% Shares
COMMONWEALTH EQUITY SERVICES, LLC $2,240,120 11,022 1.70% Shares
ALTFEST L J & CO INC $1,769,351 8,706 1.34% Shares
Institute for Wealth Management, LLC. $1,511,812 7,439 1.15% Shares
STIFEL FINANCIAL CORP $1,511,055 7,435 1.15% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,330,188 6,545 1.01% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,321,060 6,500 1.00% Call option
Integrated Wealth Concepts LLC $1,317,950 6,485 1.00% Shares
Wealthfront Advisers LLC $1,216,172 5,984 0.92% Shares
TWO SIGMA INVESTMENTS, LP $1,138,129 5,600 0.86% Shares
Cerity Partners LLC $1,126,630 5,543 0.85% Shares
CITADEL ADVISORS LLC $1,110,285 5,463 0.84% Shares
Corient Private Wealth LP $1,072,077 5,275 0.81% Shares
Equitable Holdings, Inc. $1,064,692 5,239 0.81% Shares
CIBC Bancorp USA Inc. $1,007,651 4,958 0.76% Shares
AMERIPRISE FINANCIAL INC $1,007,557 4,958 0.76% Shares
HighTower Advisors, LLC $932,978 4,591 0.71% Shares
JONES FINANCIAL COMPANIES LLLP $896,751 4,460 0.68% Shares
CIBC Private Wealth Group LLC $821,463 4,958 0.62% Shares
PNC Financial Services Group, Inc. $812,948 4,000 0.62% Shares
Navis Wealth Advisors, LLC $812,577 3,998 0.62% Shares
JPMORGAN CHASE & CO $801,100 3,932 0.61% Shares
Pacific Sun Financial Corp $751,165 3,696 0.57% Shares
ASPIRIANT, LLC $680,235 3,347 0.52% Shares
Kestra Advisory Services, LLC $654,866 3,222 0.50% Shares
Aspen Grove Capital, LLC $512,648 2,522 0.39% Shares
UNITED CAPITAL FINANCIAL ADVISORS, LLC $512,501 2,522 0.39% Shares
FLAGSHIP HARBOR ADVISORS, LLC $509,925 2,509 0.39% Shares
Williams Jones Wealth Management, LLC. $406,474 2,000 0.31% Shares
Cetera Investment Advisers $396,516 1,951 0.30% Shares
Pine Valley Investments Ltd Liability Co $396,313 1,950 0.30% Shares
FMR LLC $325,888 1,603 0.25% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $322,649 1,716 0.24% Shares
Blue Fin Capital, Inc. $313,798 1,544 0.24% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $304,860 1,500 0.23% Put option
Belvedere Trading LLC $304,856 1,500 0.23% Put option
NORTHERN TRUST CORP $300,181 1,477 0.23% Shares
Hummer Financial Advisory Services Inc $286,565 1,410 0.22% Shares
CITADEL ADVISORS LLC $284,532 1,400 0.22% Call option
Value Investment Professionals, LLC $276,609 1,361 0.21% Shares
Plan A Wealth LLC $276,422 1,360 0.21% Shares
COMMERCE BANK $264,208 1,300 0.20% Shares
Cyndeo Wealth Partners, LLC $264,208 1,300 0.20% Shares
CITADEL ADVISORS LLC $264,208 1,300 0.20% Put option
Creative Planning $256,727 1,263 0.19% Shares
Private Advisor Group, LLC $233,722 1,150 0.18% Shares
Gotham Asset Management, LLC $232,300 1,143 0.18% Shares
Robertson Stephens Wealth Management, LLC $229,099 1,127 0.17% Shares
Belvedere Trading LLC $226,000 1,112 0.17% Shares
Focus Financial Network, Inc. $220,923 1,087 0.17% Shares
OSAIC HOLDINGS, INC. $204,635 1,006 0.16% Shares
HOWARD WEALTH MANAGEMENT, LLC $204,457 1,006 0.16% Shares
Tyler-Stone Wealth Management $200,524 1,308 0.15% Shares
UMB Bank, n.a. $182,914 900 0.14% Shares
Belvedere Trading LLC $182,913 900 0.14% Call option
Continuum Advisory, LLC $178,849 880 0.14% Shares
Evelyn Partners Asset Management Ltd $176,931 941 0.13% Shares
Wilmington Savings Fund Society, FSB $162,590 800 0.12% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $142,772 702 0.11% Shares
HUNTINGTON NATIONAL BANK $142,266 700 0.11% Shares
FIFTH THIRD BANCORP $137,185 675 0.10% Shares
Integrity Financial Corp /WA $134,950 664 0.10% Shares
COMERICA BANK $127,754 675 0.10% Shares
IFG Advisory, LLC $103,380 509 0.08% Shares
Farther Finance Advisors, LLC $98,773 486 0.07% Shares
Ameritas Advisory Services, LLC $75,401 371 0.06% Shares
LFA - Lugano Financial Advisors SA $63,004 310 0.05% Shares
SBI Securities Co., Ltd. $61,987 305 0.05% Shares
Manchester Capital Management LLC $60,972 300 0.05% Shares
BANK OF MONTREAL /CAN/ $58,329 287 0.04% Shares
FSA Wealth Management LLC $50,505 305 0.04% Shares
Coastline Trust Co $46,469 190 0.04% Shares
BLAIR WILLIAM & CO/IL $45,728 225 0.03% Shares
Truvestments Capital LLC $44,712 220 0.03% Shares
CWM, LLC $42,305 225 0.03% Shares
Tidemark, LLC $42,070 207 0.03% Shares
North Star Investment Management Corp. $41,510 204 0.03% Shares
CITIGROUP INC $40,444 199 0.03% Shares
Caldwell Trust Co $39,022 192 0.03% Shares
CoreCap Advisors, LLC $38,615 190 0.03% Shares
SIMPLEX TRADING, LLC $34,347 169 0.03% Shares
BlackRock, Inc. $33,534 165 0.03% Shares
Anchor Investment Management, LLC $32,518 160 0.02% Shares
Global Retirement Partners, LLC $31,387 154 0.02% Shares
HARBOUR INVESTMENTS, INC. $31,299 154 0.02% Shares
JFS WEALTH ADVISORS, LLC $28,204 150 0.02% Shares
Allworth Financial LP $24,389 120 0.02% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $22,966 113 0.02% Shares
WHITTIER TRUST CO $21,033 100 0.02% Shares
Founders Capital Management $20,324 100 0.02% Shares
Sankala Group LLC $18,999 84 0.01% Shares
Financial Perspectives, Inc $17,885 88 0.01% Shares
HighMark Wealth Management LLC $16,258 80 0.01% Shares
1 NORTH WEALTH SERVICES LLC $15,975 79 0.01% Shares
Larson Financial Group LLC $14,227 70 0.01% Shares
Biltmore Family Office, LLC $10,162 50 0.01% Shares
IFP Advisors, Inc $8,129 40 0.01% Shares
Millstone Evans Group, LLC $7,520 37 0.01% Shares
NewEdge Advisors, LLC $6,865 34 0.01% Shares
AdvisorNet Financial, Inc $6,536 32 0.00% Shares
Pacifica Partners Inc. $5,280 25 0.00% Shares
Ameritas Investment Partners, Inc. $4,065 20 0.00% Shares
Qube Research & Technologies Ltd $2,642 13 0.00% Shares
AE Wealth Management LLC $2,236 11 0.00% Shares
Triumph Capital Management $1,626 8 0.00% Shares
PEAPACK GLADSTONE FINANCIAL CORP $1,339 6,588 0.00% Shares
Darwin Wealth Management, LLC $1,016 5 0.00% Shares
Janney Montgomery Scott LLC $618 3,040 0.00% Shares
Banque Cantonale Vaudoise $292 1,437 0.00% Shares
Cambridge Investment Research Advisors, Inc. $272 1,337 0.00% Shares
Forum Finance Group S.A. $237 1,445 0.00% Shares
PHILADELPHIA TRUST CO $224 1,100 0.00% Shares
FIDUCIARY FINANCIAL ADVISORS $203 1 0.00% Shares