Profesionally Managed Portfo (AKRE): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
1 concentrated manager holds it with a median weight of 0.1%.
Quarter flow (concentrated managers)
Change in managers (1 → 1): 0 opened · 0 exited = 0
Net flow in the quarter: $0K (0 shares) · bought $0 and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Concentrated managers holding it
- East Coast Asset Management$676K0.1%
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of AKRE (all 13F filers)
- Brown Brothers Harriman7.6 MType not verified−4.4 M
- Franklin Resources1.6 MInvestment firm−507 K
- LPL Financial1.5 MWealth adviser−394 K
- Mesirow Financial Investment Management1.3 MType not verified+550 K
- Bank of America1.3 MBank or trading desk+122 K
- Osaic Holdings1.0 MWealth adviser+196 K
- Brown Advisory984 KType not verified−235 K
- Cambridge Investment Research Advisors941 KWealth adviser−13 K
- AlTi Global924 KType not verified−2.2 M
- Chemistry Wealth Management922 KWealth adviser+30 K
- Shares
- 7.6 M
- Change
- −4.4 M
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- Type
- Type not verified
- Value
- $403M
- Shares
- 1.6 M
- Change
- −507 K
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- Type
- Investment firm
- Value
- $87.1M
- Shares
- 1.5 M
- Change
- −394 K
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- Type
- Wealth adviser
- Value
- $80.5M
- Shares
- 1.3 M
- Change
- +550 K
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- Type
- Type not verified
- Value
- $71.7M
- Shares
- 1.3 M
- Change
- +122 K
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- Type
- Bank or trading desk
- Value
- $68.2M
- Shares
- 1.0 M
- Change
- +196 K
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- Type
- Wealth adviser
- Value
- $55.7M
- Shares
- 984 K
- Change
- −235 K
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- Type
- Type not verified
- Value
- $52.3M
- Shares
- 941 K
- Change
- −13 K
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- Type
- Wealth adviser
- Value
- $50.1M
- Shares
- 924 K
- Change
- −2.2 M
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- Type
- Type not verified
- Value
- $49.1M
- Chemistry Wealth Management
- Shares
- 922 K
- Change
- +30 K
See more
- Type
- Wealth adviser
- Value
- $49.0M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗