Richard Bernstein Advisors LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 3,447,616
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/22/2026 | 227 | 3,447,616 | 13F-HR | Richard Bernstein Advisors LLC |
| Q4 2025 | 2/3/2026 | 174 | 3,403,629 | 13F-HR | Richard Bernstein Advisors LLC |
| Q3 2025 | 11/13/2025 | 204 | 3,506,500 | 13F-HR | Richard Bernstein Advisors LLC |
| Q2 2025 | 8/6/2025 | 212 | 4,052,456 | 13F-HR | Richard Bernstein Advisors LLC |
| Q1 2025 | 4/29/2025 | 223 | 4,132,724 | 13F-HR | Richard Bernstein Advisors LLC |
| Q4 2024 | 2/4/2025 | 219 | 4,414,395 | 13F-HR | Richard Bernstein Advisors LLC |
| Q3 2024 | 11/8/2024 | 225 | 4,664,344 | 13F-HR | Richard Bernstein Advisors LLC |
| Q2 2024 | 7/30/2024 | 209 | 4,514,241 | 13F-HR | Richard Bernstein Advisors LLC |
| Q1 2024 | 5/9/2024 | 213 | 4,658,728 | 13F-HR | Richard Bernstein Advisors LLC |
| Q4 2023 | 2/14/2024 | 227 | 4,512,092 | 13F-HR | Richard Bernstein Advisors LLC |
| Q3 2023 | 11/14/2023 | 202 | 4,481,790 | 13F-HR | Richard Bernstein Advisors LLC |
| Q2 2023 | 8/11/2023 | 175 | 4,734,354 | 13F-HR | Richard Bernstein Advisors LLC |
| Q1 2023 | 5/12/2023 | 203 | 4,717,824 | 13F-HR | Richard Bernstein Advisors LLC |
| Q4 2022 | 2/14/2023 | 204 | 4,475,905 | 13F-HR | Richard Bernstein Advisors LLC |
| Q3 2022 | 11/14/2022 | 210 | 4,003,325 | 13F-HR | Richard Bernstein Advisors LLC |
| Q2 2022 | 8/2/2022 | 236 | 4,608,105 | 13F-HR | Richard Bernstein Advisors LLC |
| Q1 2022 | 5/12/2022 | 260 | 5,060,310 | 13F-HR | Richard Bernstein Advisors LLC |
| Q4 2021 | 2/11/2022 | 263 | 5,183,707 | 13F-HR | Richard Bernstein Advisors LLC |
| Q3 2021 | 11/9/2021 | 291 | 4,959,426 | 13F-HR | Richard Bernstein Advisors LLC |
| Q2 2021 | 8/5/2021 | 316 | 4,825,140 | 13F-HR | Richard Bernstein Advisors LLC |
| Q1 2021 | 5/14/2021 | 298 | 4,378,751 | 13F-HR | Richard Bernstein Advisors LLC |
| Q4 2020 | 2/9/2021 | 278 | 4,069,993 | 13F-HR | Richard Bernstein Advisors LLC |
| Q3 2020 | 11/12/2020 | 248 | 3,563,503 | 13F-HR | Richard Bernstein Advisors LLC |
| Q2 2020 | 8/14/2020 | 248 | 3,192,876 | 13F-HR | Richard Bernstein Advisors LLC |
| Q1 2020 | 5/13/2020 | 201 | 2,817,679 | 13F-HR | Richard Bernstein Advisors LLC |
| Q4 2019 | 2/13/2020 | 225 | 3,091,115 | 13F-HR | Richard Bernstein Advisors LLC |
| Q2 2014 | 8/7/2014 | 249 | 850,504 | 13F-HR | Richard Bernstein Advisors LLC |
| Q1 2014 | 4/25/2014 | 247 | 704,385 | 13F-HR | Richard Bernstein Advisors LLC |
| Q4 2013 | 2/11/2014 | 247 | 494,750 | 13F-HR | Richard Bernstein Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 670.3 K | 19.4% | 0 | 2.18 M | -2.18 M |
| ETFs | 2.777 M | 80.6% | 2.224 M | 0 | 2.224 M |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
3,447,616
Holdings
227
QoQ value change ($000)
43,987
(1.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.