PROFESSIONALLY MANAGED PORTFOLIOS - AKRE

Sector: Funds · Industry: Investment Company

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Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$2.826B

QoQ value delta ($000)

-$1.512B (-34.86%)

Implied price effect (QoQ)

-8.23%

Total shares

53,612,468

QoQ shares delta

-21,914,325 (-29.02%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 461 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	633,886	11,994,065	3.4%
Financial Engines Advisors L.L.C.	281,018	5,317,279	0.57%
AlTi Global, Inc.	165,295	3,127,633	3.59%
FRANKLIN RESOURCES INC	113,280	2,143,434	0.03%
LPL Financial LLC	100,816	1,907,606	0.03%
BROWN ADVISORY INC	64,424	1,219,004	0.11%
BANK OF AMERICA CORP /DE/	61,380	1,161,413	0.0%
Cambridge Investment Research Advisors, Inc.	50,782	979,773	0.13%
Chemistry Wealth Management LLC	47,143	892,017	8.29%
OSAIC HOLDINGS, INC.	45,135	862,906	0.07%
Montis Financial, LLC	42,702	807,998	8.83%
Mesirow Financial Investment Management, Inc.	42,142	797,393	0.68%
Ascension Capital Advisors, Inc.	36,181	684,610	11.39%
RAYMOND JAMES FINANCIAL INC	32,232	609,888	0.01%
Corient Private Wealth LLC	30,018	567,991	0.04%
WELLS FARGO & COMPANY/MN	27,712	524,363	0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	27,697	523,382	0.06%
ASSETMARK, INC	27,344	517,403	0.06%
UBS Group AG	26,779	506,706	0.0%
Urban Financial Advisory Corp	25,288	478,499	8.94%
Parisi Gray Wealth Management	24,882	470,807	5.93%
HighTower Advisors, LLC	21,379	404,525	0.02%
Waverly Advisors, LLC	21,290	402,853	0.16%
Focus Financial Network, Inc.	20,709	391,859	0.74%
Mariner, LLC	19,767	374,032	0.02%