AKRE: Profesionally Managed Portfo insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
443 institutions reported holding $1.98B of Profesionally Managed Portfo on Form 13F (462 the quarter before). 33 opened a new position and 51 sold out. Shares held by institutions: -25%.
| Largest holders | Shares | Value |
|---|---|---|
| BROWN BROTHERS HARRIMAN & CO | 7,584,909 | $403.44M |
| FRANKLIN RESOURCES INC | 1,636,808 | $87.06M |
| LPL Financial LLC | 1,513,392 | $80.50M |
| Mesirow Financial Investment Management, Inc. | 1,347,351 | $71.67M |
| BANK OF AMERICA CORP /DE/ | 1,283,026 | $68.24M |
| OSAIC HOLDINGS, INC. | 1,046,555 | $55.67M |
| BROWN ADVISORY INC | 984,156 | $52.35M |
| AlTi Global, Inc. | 923,866 | $49.14M |
| Chemistry Wealth Management LLC | 921,681 | $49.02M |
| Montis Financial, LLC | 799,755 | $42.54M |
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