2 institutions reported holding $287,360 of BARON PARTNERS FUND RETAIL CLASS (BPTRX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Wealthspire Advisors, LLC ($218,568), KELLEHER FINANCIAL ADVISORS ($68,792). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC | $218,568 | 784 | New |
| 2 | KELLEHER FINANCIAL ADVISORS | $68,792 | 247 | New |
Source: SEC Form 13F filings · as of 2026-06-30