AKRE institutional holders

PROFESIONALLY MANAGED PORTFO · 13F, 2026Q2

Managers holding443
Shares held39,670,720
Reported value$2.1bn
Quarter flows38 new, 59 added, 215 trimmed, 57 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BROWN BROTHERS HARRIMAN & CO7,584,909$403.4m1.8%
Cambridge Investment Research Advisors, Inc.1,882,004$100.1m0.1%
FRANKLIN RESOURCES INC1,636,808$87.1m0.0%
LPL Financial LLC1,513,392$80.5m0.0%
Mesirow Financial Investment Management, Inc.1,347,351$71.7m1.1%
BANK OF AMERICA CORP /DE/1,283,026$68.2m0.0%
OSAIC HOLDINGS, INC.1,046,555$55.7m0.1%
BROWN ADVISORY INC984,156$52.3m0.1%
AlTi Global, Inc.923,866$49.1m1.0%
Chemistry Wealth Management LLC921,681$49.0m7.8%
Montis Financial, LLC799,755$42.5m8.7%
Ascension Capital Advisors, Inc.682,811$36.3m10.2%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC530,243$29.2m0.0%
Corient Private Wealth LP532,918$28.3m0.0%
Financial Engines Advisors L.L.C.496,188$26.4m0.0%
RAYMOND JAMES FINANCIAL INC476,055$25.3m0.0%
WELLS FARGO & COMPANY/MN467,849$24.9m0.0%
ASSETMARK, INC461,214$24.5m0.0%
Urban Financial Advisory Corp435,971$23.2m6.4%
FLOW TRADERS U.S. LLC406,918$21.6m0.9%
Parisi Gray Wealth Management402,474$21.4m4.4%
UBS Group AG380,658$20.2m0.0%
Affiance Financial, LLC370,045$19.7m2.8%
Waverly Advisors, LLC369,950$19.7m0.1%
Ironwood Investment Counsel, LLC342,562$18.2m2.4%

Every holder, line by line, and the full history since 2013: yf.Client().holders("AKRE"). AKRE price history · All 13F data

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