PROFESSIONALLY MANAGED PORTFOLIOS - AKRE

Sector: Funds · Industry: Investment Company

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Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$4.332B

QoQ value delta ($000)

+$4.331B (+452606.58%)

Implied price effect (QoQ)

-12.22%

Total shares

75,439,032

QoQ shares delta

+75,424,405 (+515651.91%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 5 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
BROWN BROTHERS HARRIMAN & CO	1,030,169	15,725,379	5.62%
AlTi Global, Inc.	386,828	5,904,874	8.29%
Financial Engines Advisors L.L.C.	312,670	4,772,869	0.59%
FRANKLIN RESOURCES INC	183,449	2,800,327	0.05%
LPL Financial LLC	151,242	2,308,689	0.04%
Mesirow Financial Investment Management, Inc.	131,849	2,012,662	2.71%
BROWN ADVISORY INC	107,633	1,643,003	0.15%
OSAIC HOLDINGS, INC.	81,562	1,245,046	0.12%
BANK OF AMERICA CORP /DE/	76,217	1,163,454	0.01%
RAYMOND JAMES FINANCIAL INC	73,715	1,125,256	0.02%
Cambridge Investment Research Advisors, Inc.	70,260	1,072,509	0.19%
WELLS FARGO & COMPANY/MN	56,977	869,756	0.01%
UBS Group AG	53,272	813,200	0.01%
Montis Financial, LLC	53,005	809,126	10.48%
HighTower Advisors, LLC	52,420	800,193	0.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	47,891	719,197	0.06%
Corient Private Wealth LLC	44,861	686,029	0.06%
Affiance Financial, LLC	43,017	656,658	6.92%
Ascension Capital Advisors, Inc.	40,058	611,494	13.74%
Composition Wealth, LLC	38,129	582,036	0.55%
ASSETMARK, INC	36,329	554,566	0.07%
Parisi Gray Wealth Management	35,966	549,027	8.17%
Stratos Wealth Partners, LTD.	33,692	514,305	0.38%
Aprio Wealth Management, LLC	30,633	467,611	1.76%
Urban Financial Advisory Corp	28,841	440,266	11.33%