PROFESSIONALLY MANAGED PORTFOLIOS - AKRE

Sector: Funds · Industry: Investment Company
Website: No information yet · Social: No information yet

Company profile

Powered by TradingView

Quarter snapshot

Latest / Compare
Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$2.077B
QoQ value delta ($000)
-$280K (-0.01%)
Implied price effect (QoQ)
-0.0%
Shares
Total shares
39,916,369
QoQ shares delta
-5,150 (-0.01%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (AKRE)

Powered by TradingView
Interactive chart by TradingView.

Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 5 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
BROWN BROTHERS HARRIMAN & CO 403,441 7,584,909 1.77%
FRANKLIN RESOURCES INC 87,061 1,636,808 0.02%
LPL Financial LLC 80,497 1,513,392 0.02%
Mesirow Financial Investment Management, Inc. 71,665 1,347,351 1.13%
BANK OF AMERICA CORP /DE/ 68,244 1,283,026 0.0%
OSAIC HOLDINGS, INC. 55,833 1,058,655 0.07%
BROWN ADVISORY INC 52,347 984,156 0.08%
Cambridge Investment Research Advisors, Inc. 50,418 967,603 0.12%
AlTi Global, Inc. 49,140 923,866 1.02%
Chemistry Wealth Management LLC 49,024 921,681 7.84%
Montis Financial, LLC 42,538 799,755 8.7%
Ascension Capital Advisors, Inc. 36,318 682,811 10.2%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 29,237 530,243 0.05%
Corient Private Wealth LP 28,345 532,918 0.04%
Financial Engines Advisors L.L.C. 26,392 496,188 0.05%
RAYMOND JAMES FINANCIAL INC 25,321 476,055 0.01%
WELLS FARGO & COMPANY/MN 24,884 467,849 0.0%
ASSETMARK, INC 24,531 461,214 0.04%
Urban Financial Advisory Corp 23,189 435,971 6.39%
FLOW TRADERS U.S. LLC 21,644 406,918 0.89%
Parisi Gray Wealth Management 21,407 402,474 4.39%
UBS Group AG 20,354 388,437 0.0%
Affiance Financial, LLC 19,682 370,045 2.83%
Waverly Advisors, LLC 19,677 369,950 0.11%
Ironwood Investment Counsel, LLC 18,220 342,562 2.39%