BROWN BROWN INC (BRO)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 293,741,105 shares against 334,610,357 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| First Eagle Investment Management, LLC | $1.5B | 23,455,028 | 1.25% | 2q | +165.8%+$938.6M |
| BlackRock, Inc. | $1.4B | 22,113,344 | 0.02% | 8q | +0.9%+$12.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.2B | 18,941,212 | 0.03% | 2q | HELD |
| FMR LLC | $1.2B | 18,405,749 | 0.05% | 31q | +14.7%+$151.1M |
| PRINCIPAL FINANCIAL GROUP INC | $1.0B | 15,721,830 | 0.50% | 31q | +0.7%+$7.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $938.6M | 14,631,444 | 0.04% | 2q | HELD |
| STATE STREET CORP | $931.1M | 14,514,119 | 0.03% | 31q | +5.4%+$47.3M |
| Capital World Investors | $928.0M | 14,465,915 | 0.11% | 13q | -12.3%-$130.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $526.0M | 8,230,737 | 0.03% | 31q | +1.1%+$5.9M |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $430.4M | 6,709,042 | 3.29% | 4q | +14.3%+$53.7M |
| Orbis Allan Gray Ltd | $344.6M | 5,371,080 | 1.18% | new | NEW |
| Select Equity Group, L.P. | $313.9M | 4,892,500 | 1.55% | 31q | -39.0%-$200.8M |
| NORGES BANK | $282.0M | 4,396,401 | 0.03% | 32q | -32.2%-$134.0M |
| DEUTSCHE BANK AG\ | $266.9M | 4,161,199 | 0.08% | 34q | -1.0%-$2.6M |
| Invesco Ltd. | $262.9M | 4,098,277 | 0.02% | 31q | +17.7%+$39.6M |
| Capital Research Global Investors | $251.0M | 3,913,022 | 0.04% | 2q | +0.5%+$1.4M |
| MORGAN STANLEY | $248.2M | 3,869,724 | 0.01% | 35q | +19.3%+$40.1M |
| GOLDMAN SACHS GROUP INC | $233.3M | 3,637,032 | 0.02% | 31q | +59.5%+$87.0M |
| BANK OF AMERICA CORP /DE/ | $228.1M | 3,554,971 | 0.01% | 31q | -1.9%-$4.4M |
| ROYAL BANK OF CANADA | $222.7M | 3,471,860 | 0.03% | 31q | -2.7%-$6.3M |
| JPMORGAN CHASE & CO | $198.1M | 3,097,240 | 0.01% | 31q | -1.3%-$2.5M |
| WELLS FARGO & COMPANY/MN | $169.5M | 2,641,788 | 0.03% | 31q | -11.9%-$22.9M |
| NORTHERN TRUST CORP | $158.4M | 2,469,722 | 0.02% | 31q | +0.9%+$1.3M |
| ProShare Advisors LLC | $154.4M | 2,406,478 | 0.22% | 31q | +10.0%+$14.0M |
| Fenimore Asset Management Inc | $143.9M | 2,243,843 | 2.98% | 31q | +0.9%+$1.3M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $139.2M | 2,169,415 | 0.04% | 2q | +41.1%+$40.6M |
| Madison Asset Management, LLC | $138.6M | 2,161,022 | 1.65% | 27q | -6.4%-$9.4M |
| TWO SIGMA INVESTMENTS, LP | $128.2M incl. $275.8K options PUT | 1,993,822 | 0.09% | 2q | +71.1%+$53.3M |
| NATIXIS ADVISORS, LLC | $122.3M | 1,906,350 | 0.14% | 31q | +7.7%+$8.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $121.8M | 1,898,071 | 0.02% | 31q | +3.9%+$4.5M |
| JONES FINANCIAL COMPANIES LLLP | $115.3M | 1,795,003 | 0.05% | 10q | +5.1%+$5.6M |
| Gobi Capital LLC | $114.2M | 1,780,046 | 5.36% | 8q | +9.8%+$10.2M |
| Polar Capital Holdings Plc | $110.7M | 1,725,000 | 0.26% | 10q | +19.8%+$18.3M |
| UBS Group AG | $108.5M | 1,691,851 | 0.01% | 31q | -8.8%-$10.5M |
| DIMENSIONAL FUND ADVISORS LP | $106.5M | 1,660,686 | 0.02% | 31q | -2.9%-$3.2M |
| VANGUARD FIDUCIARY TRUST CO | $104.9M | 1,634,644 | 0.02% | 2q | -0.7%-$788.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $95.4M | 1,487,718 | 0.02% | 31q | -1.7%-$1.6M |
| Bank of New York Mellon Corp | $88.6M | 1,380,970 | 0.01% | 31q | -0.7%-$647.9K |
| Gotham Asset Management, LLC | $78.2M | 1,218,762 | 0.18% | 20q | +139.0%+$45.5M |
| Legal & General Group Plc | $69.1M | 1,077,023 | 0.01% | 31q | -3.1%-$2.2M |
| AQR CAPITAL MANAGEMENT LLC | $61.1M | 963,777 | 0.02% | 31q | +1346.6%+$56.9M |
| STOREBRAND ASSET MANAGEMENT AS | $60.1M | 936,445 | 0.15% | 26q | -1.0%-$593.7K |
| RENAISSANCE TECHNOLOGIES LLC | $58.0M | 904,200 | 0.08% | 9q | -42.6%-$43.0M |
| Quantum Capital Management, LLC / NJ | $57.9M | 903,253 | 7.27% | 10q | +40.8%+$16.8M |
| Tandem Investment Advisors, Inc. | $57.1M | 889,649 | 3.82% | 31q | -24.9%-$19.0M |
| CITIGROUP INC | $55.3M | 861,844 | 0.02% | 31q | +16.4%+$7.8M |
| BARR E S & CO | $52.5M | 817,719 | 2.94% | 5q | HELD |
| Swiss National Bank | $52.2M | 814,000 | 0.03% | 31q | -4.4%-$2.4M |
| Capital International Investors | $51.5M | 802,328 | 0.01% | 3q | -69.3%-$116.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $50.6M | 788,856 | 0.02% | 8q | +7930.7%+$50.0M |
| CITADEL ADVISORS LLC | $50.5M incl. $7.2M options CALL+PUT | 675,291 | 0.01% | 31q | -31.6%-$23.3M |
| BARCLAYS PLC | $49.5M | 770,928 | 0.01% | 31q | -79.0%-$186.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $48.8M | 760,695 | 0.03% | 27q | +7.0%+$3.2M |
| FIRST TRUST ADVISORS LP | $48.6M | 756,859 | 0.03% | 31q | +6803.1%+$47.8M |
| Giverny Capital Inc. | $48.3M | 753,288 | 1.62% | 7q | HELD |
| Sumitomo Mitsui Trust Group, Inc. | $46.8M | 728,866 | 0.03% | 27q | +2.5%+$1.2M |
| Vest Financial, LLC | $45.2M | 704,257 | 0.47% | 18q | +6.2%+$2.6M |
| ROYAL LONDON ASSET MANAGEMENT LTD | $43.4M | 676,282 | 0.08% | 32q | -3.2%-$1.4M |
| SG Americas Securities, LLC | $43.2M | 673,809 | 0.02% | 14q | +102.8%+$21.9M |
| NORDEA INVESTMENT MANAGEMENT AB | $42.5M | 677,450 | 0.03% | 27q | -5.6%-$2.5M |
| SCHWARTZ INVESTMENT COUNSEL INC | $42.3M | 658,650 | 1.40% | 21q | +18.6%+$6.6M |
| HSBC HOLDINGS PLC | $41.7M | 652,326 | 0.02% | 31q | +13.2%+$4.9M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $41.5M | 647,583 | 0.06% | 3q | -8.3%-$3.8M |
| Amundi | $41.5M | 646,239 | 0.01% | 21q | +9.1%+$3.5M |
| NOMURA ASSET MANAGEMENT CO LTD | $41.3M | 643,619 | 0.09% | 31q | +10.2%+$3.8M |
| Vanguard Global Advisers, LLC | $40.9M | 636,823 | 0.02% | 2q | -0.5%-$215.7K |
| Dundas Partners LLP | $39.1M | 610,267 | 2.83% | 19q | -7.5%-$3.2M |
| Nuveen, LLC | $37.4M | 583,205 | 0.01% | 6q | -4.0%-$1.6M |
| Assenagon Asset Management S.A. | $37.1M | 578,026 | 0.02% | 18q | +13277.1%+$36.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | $36.8M | 574,214 | 0.02% | 2q | +13.4%+$4.3M |
| RHUMBLINE ADVISERS | $36.7M | 571,991 | 0.03% | 31q | HELD |
| PRICE T ROWE ASSOCIATES INC /MD/ | $34.8M | 543,172 | 0.00% | 31q | -5.2%-$1.9M |
| SNYDER CAPITAL MANAGEMENT L P | $34.1M | 531,747 | 0.59% | 22q | -2.9%-$1.0M |
| RAYMOND JAMES FINANCIAL INC | $33.3M | 519,257 | 0.01% | 7q | -39.3%-$21.6M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $32.3M | 503,318 | 0.14% | new | NEW |
| BROWN BROTHERS HARRIMAN & CO | $31.1M | 484,058 | 0.14% | 31q | -27.1%-$11.5M |
| BNP PARIBAS FINANCIAL MARKETS | $30.9M | 481,268 | 0.01% | 31q | -3.4%-$1.1M |
| ENVESTNET ASSET MANAGEMENT INC | $29.8M | 464,414 | 0.01% | 31q | -11.0%-$3.7M |
| EULAV Asset Management | $28.5M | 444,900 | 0.91% | 8q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $27.1M | 422,898 | 0.02% | 31q | +25.6%+$5.5M |
| ABSHER WEALTH MANAGEMENT, LLC | $26.8M | 418,399 | 3.06% | new | NEW |
| CAPTRUST FINANCIAL ADVISORS | $26.7M | 416,244 | 0.04% | 31q | -6.0%-$1.7M |
| Clarkston Capital Partners, LLC | $25.4M | 395,886 | 2.14% | 31q | -4.6%-$1.2M |
| KEYBANK NATIONAL ASSOCIATION/OH | $24.8M | 386,186 | 0.08% | 31q | +28.6%+$5.5M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $24.8M | 386,030 | 0.39% | 31q | -4.6%-$1.2M |
| PhiloSmith Capital Corp | $24.1M | 376,250 | 6.56% | 20q | +8.3%+$1.8M |
| STIFEL FINANCIAL CORP | $24.0M | 374,725 | 0.02% | 31q | +4.9%+$1.1M |
| California Public Employees Retirement System | $23.4M | 364,827 | 0.01% | 31q | -28.9%-$9.5M |
| TimesSquare Capital Management, LLC | $22.3M | 347,624 | 0.33% | 15q | -13.5%-$3.5M |
| Cresset Asset Management, LLC | $22.2M | 346,609 | 0.08% | 19q | +2.7%+$585.2K |
| FULLER & THALER ASSET MANAGEMENT, INC. | $22.2M | 345,739 | 0.06% | 31q | +26.3%+$4.6M |
| ALLIANCEBERNSTEIN L.P. | $22.0M | 336,895 | 0.01% | 31q | +13.6%+$2.6M |
| Creative Planning | $21.0M | 327,626 | 0.01% | 28q | +84.8%+$9.6M |
| Local Pensions Partnership Investment Ltd | $20.9M | 326,000 | 0.44% | 7q | -19.7%-$5.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $20.6M incl. $19.3M options CALL+PUT | 19,467 | 0.00% | 30q | -97.8%-$903.4M |
| Woodline Partners LP | $20.5M | 319,138 | 0.06% | 2q | +5496.9%+$20.1M |
| Artisan Partners Limited Partnership | $19.6M | 305,217 | 0.03% | 2q | -39.8%-$12.9M |
| Champlain Investment Partners, LLC | $19.0M | 295,680 | 0.49% | 3q | -69.5%-$43.1M |
| Mitsubishi UFJ Trust & Banking Corp | $18.8M | 292,906 | 0.04% | 28q | -33.1%-$9.3M |
| State of Tennessee, Department of Treasury | $18.5M | 288,259 | 0.05% | 31q | +42.3%+$5.5M |
Showing the largest 100 of 817 reported holders. The count of 816 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-22 | 2026-10-21 | Directors or officers departed or appointed | filing |
| 2026-08-10 | 2026-08-10 | Directors or officers departed or appointed | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 247 | $781.1M | 12,814,826 | 27 | 87 | 69 | 0.0% |
| Q2 2026 | 816 | $18.9B | 293,741,105 | 115 | 304 | 265 | 0.3% |
| Q1 2026 | 821 | $18.3B | 279,767,586 | 86 | 301 | 281 | 0.2% |
| Q4 2025 | 891 | $21.9B | 274,606,922 | 88 | 278 | 331 | 0.1% |
| Q3 2025 | 899 | $24.8B | 264,176,725 | 95 | 372 | 278 | 0.1% |
| Q2 2025 | 935 | $30.0B | 269,732,653 | 122 | 353 | 295 | 0.3% |
| Q1 2025 | 912 | $27.4B | 219,846,990 | 123 | 302 | 296 | 0.1% |
| Q4 2024 | 878 | $21.9B | 214,686,411 | 71 | 307 | 252 | 0.1% |
| Q3 2024 | 824 | $21.8B | 210,355,083 | 109 | 274 | 249 | 0.1% |
| Q2 2024 | 762 | $18.8B | 210,516,247 | 89 | 268 | 221 | 0.1% |
| Q1 2024 | 720 | $19.7B | 225,216,450 | 91 | 240 | 211 | 0.1% |
| Q4 2023 | 688 | $15.4B | 216,004,433 | 78 | 218 | 210 | 0.1% |
| Q3 2023 | 634 | $14.1B | 202,320,710 | 64 | 193 | 202 | 0.1% |
| Q2 2023 | 607 | $14.0B | 204,317,364 | 75 | 206 | 181 | 0.1% |
| Q1 2023 | 571 | $11.7B | 204,681,007 | 51 | 221 | 162 | 0.0% |
| Q4 2022 | 574 | $11.4B | 200,009,725 | 57 | 205 | 199 | 0.0% |
| Q3 2022 | 550 | $155.8B | 2,576,307,333 | 38 | 185 | 201 | 0.0% |
| Q2 2022 | 565 | $90.4B | 1,548,693,878 | 77 | 207 | 163 | 0.0% |
| Q1 2022 | 571 | $96.4B | 1,334,135,017 | 81 | 192 | 182 | 0.0% |
| Q4 2021 | 544 | $88.6B | 1,260,971,204 | 63 | 178 | 166 | 0.0% |
| Q3 2021 | 509 | $69.4B | 1,252,092,747 | 81 | 153 | 149 | 0.0% |
| Q2 2021 | 462 | $42.9B | 807,565,652 | 55 | 127 | 157 | 0.0% |
| Q1 2021 | 446 | $36.8B | 805,970,491 | 43 | 151 | 141 | 0.0% |
| Q4 2020 | 453 | $55.0B | 1,161,164,495 | 51 | 145 | 136 | 0.0% |
| Q3 2020 | 431 | $60.4B | 1,333,871,103 | 53 | 121 | 145 | 0.0% |
| Q2 2020 | 414 | $53.9B | 1,322,430,105 | 61 | 137 | 135 | 0.0% |
| Q1 2020 | 396 | $50.3B | 1,387,478,023 | 71 | 113 | 137 | 0.0% |
| Q4 2019 | 368 | $34.3B | 870,529,288 | 50 | 115 | 106 | 0.0% |
| Q3 2019 | 373 | $21.4B | 593,213,936 | 69 | 105 | 113 | 0.0% |
| Q2 2019 | 328 | $24.4B | 729,649,156 | 47 | 110 | 92 | 0.0% |
| Q1 2019 | 316 | $24.5B | 831,286,293 | 35 | 93 | 102 | 0.0% |
| Q4 2018 | 313 | $20.4B | 739,841,188 | 9 | 11 | 2 | 0.0% |
