Who Owns BBH TR (BBHL)? -- Institutional Holders (2026-06-30)
30 institutions reported holding $499.0M of BBH TR (BBHL) in SEC 13F filings for 2026-06-30. Largest institutional holders: BROWN BROTHERS HARRIMAN & CO ($473.1M), Beacon Pointe Advisors, LLC ($11.4M), Waverly Advisors, LLC ($5.1M), Black Diamond Financial, LLC ($1.2M), Wealthspire Advisors, LLC ($814,599). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BROWN BROTHERS HARRIMAN & CO | $473.1M | 27.2M | Trimmed |
| 2 | Beacon Pointe Advisors, LLC | $11.4M | 656,945 | Trimmed |
| 3 | Waverly Advisors, LLC | $5.1M | 293,168 | Trimmed |
| 4 | Black Diamond Financial, LLC | $1.2M | 67,548 | Hold |
| 5 | Wealthspire Advisors, LLC | $814,599 | 46,816 | Hold |
| 6 | FORBES J M & CO LLP | $763,199 | 43,862 | Hold |
| 7 | BANK OF AMERICA CORP /DE/ | $732,140 | 42,077 | Added |
| 8 | HighTower Advisors, LLC | $668,438 | 38,416 | Added |
| 9 | Royal Bank of Canada | $640,000 | 36,753 | Added |
| 10 | Rockefeller Capital Management L.P. | $635,570 | 36,527 | Trimmed |
| 11 | ASPIRIANT, LLC | $614,795 | 35,333 | Trimmed |
| 12 | SPINNAKER TRUST | $587,180 | 33,746 | Hold |
| 13 | GoalVest Advisory LLC | $388,211 | 22,311 | Hold |
| 14 | WELLS FARGO & COMPANY/MN | $370,063 | 21,268 | New |
| 15 | SIMON QUICK ADVISORS, LLC | $317,446 | 18,244 | Hold |
| 16 | Kathmere Capital Management, LLC | $306,397 | 17,609 | Hold |
| 17 | SUMMIT WEALTH GROUP LLC / CO | $289,814 | 16,656 | Trimmed |
| 18 | Diversified Trust Co | $281,166 | 16,159 | Hold |
| 19 | ASSETMARK, INC | $191,417 | 11,001 | Added |
| 20 | WOODMONT INVESTMENT COUNSEL LLC | $190,791 | 10,965 | Hold |
| 21 | Blue Trust, Inc. | $174,574 | 10,033 | New |
| 22 | FIFTH THIRD BANCORP | $105,009 | 6,035 | Trimmed |
| 23 | JPMORGAN CHASE & CO | $78,022 | 4,534 | New |
| 24 | FMR LLC | $14,024 | 806 | Hold |
| 25 | UBS Group AG | $10,788 | 620 | Added |
Source: SEC Form 13F filings · as of 2026-06-30