BRC

Brady Corporation - CL A
Consumer DiscretionaryUSCUSIP 104674106◍ Confluence graph
Tracked 13F Holders
291
-110 QoQ
13F Value (tracked)
$2.9B
Insider Net · 180d
$1.0M
1↑ 0↓
Recent Filings
15
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)32 adding · 20 trimming
Insider net (180d)+$1.0M

Who owns BRC?

291 tracked 13F filers

291 tracked 13F filers disclose a position in BRC as of the latest SEC 13F filings, a combined $2.9B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1FMR LLC
$531.3M
6.5M
+2.0%
Added · +128K sh
Q1 2026
2BlackRock, Inc.
$336.1M
4.1M
+1.9%
Added · +75K sh
Q1 2026
3VANGUARD PORTFOLIO MANAGEMENT LLC
$212.7M
2.6M
First observed position
No prior filed position
Q1 2026
4Neuberger Berman Group LLC
$194.7M
2.4M
−2.6%
Reduced · −64K sh
Q1 2026
5VANGUARD CAPITAL MANAGEMENT LLC
$151.2M
1.9M
First observed position
No prior filed position
Q1 2026
6STATE STREET CORP
$153.8M
1.7M
+6.8%
Added · +108K sh
Q2 2026
7FIRST TRUST ADVISORS LP
$135.5M
1.7M
+2.9%
Added · +47K sh
Q1 2026
8FRANKLIN TEMPLETON INC
$129.8M
1.6M
+34%
Added · +409K sh
Q1 2026
9DIMENSIONAL FUND ADVISORS LP
$116.8M
1.4M
−1.6%
Reduced · −24K sh
Q1 2026
10KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$78.0M
960K
New
+960K sh
Q1 2026
11RENAISSANCE TECHNOLOGIES LLC
$74.1M
913K
−4.3%
Reduced · −41K sh
Q1 2026
12GEODE CAPITAL MANAGEMENT, LLC
$75.9M
829K
+50%
Added · +275K sh
Q2 2026
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$38.4M
473K
+1.7%
Added · +8K sh
Q1 2026
14Qube Research & Technologies Ltd
$36.1M
445K
+8.7%
Added · +35K sh
Q1 2026
15MORGAN STANLEY
$26.9M
331K
−5.5%
Reduced · −19K sh
Q1 2026
16VANGUARD FIDUCIARY TRUST CO
$21.5M
264K
First observed position
No prior filed position
Q1 2026
17Allianz Asset Management GmbH
$20.9M
258K
−7.6%
Reduced · −21K sh
Q1 2026
18Bank of New York Mellon Corp
$20.0M
246K
−2.1%
Reduced · −5K sh
Q1 2026
19Swedbank AB
$19.5M
240K
−20%
Reduced · −60K sh
Q1 2026
20Clark Capital Management Group, Inc.
$21.1M
230K
+31%
Added · +55K sh
Q2 2026
21PRINCIPAL FINANCIAL GROUP INC
$17.1M
210K
+2.2%
Added · +5K sh
Q1 2026
22Allspring Global Investments Holdings, LLC
$19.1M
208K
−7.9%
Reduced · −18K sh
Q2 2026
23SEIZERT CAPITAL PARTNERS, LLC
$18.8M
206K
+4.6%
Added · +9K sh
Q2 2026
24WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
$18.3M
200K
−21%
Reduced · −54K sh
Q2 2026
25CENTRAL SECURITIES CORP
$18.3M
200K
Held
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is BRC being bought or sold by institutions?

Last quarter, 7 funds opened a new position in BRC and 25 added to an existing one, while 20 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
7
funds
Added
25
funds
Reduced
20
funds
Exited
0
funds

Funds that own BRC also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT162 funds$207.2B
AMAZON.COM INCAMZN158 funds$148.4B
JPMORGAN CHASE & COJPM157 funds$48.0B
ALPHABET INC-CL AGOOGL154 funds$127.7B
META PLATFORMS INC-CLASS AMETA154 funds$89.6B
APPLE INCAAPL152 funds$228.7B
NVIDIA CORPNVDA151 funds$302.7B
BROADCOM INCAVGO151 funds$119.5B
VISA INC-CLASS A SHARESV151 funds$49.4B
UNITEDHEALTH GROUP INCUNH151 funds$23.5B
MICRON TECHNOLOGY INCMU150 funds$32.3B
ELI LILLY & COLLY149 funds$63.0B

Ranked by how many of BRC's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$1.0M
1 insiders
Sells · 180d
$0
0 insiders
Net
$1.0M
1 P/S txns
Signal
Net Buying
open-market
DateInsiderRoleActionSharesValue
Jun 10, 2026Nargolwala Vineet APresident & CEO, DirectorBuy (P)13K$1.0M
Jan 5, 2026DeBruine Thomas FChief Operating OfficerSell (S)6K$449K
Dec 19, 2025Thornton AnnCFO and TreasurerSell (S)4K$334K
Dec 10, 2025Wilms BrettPresident - EMEA & AustraliaSell (S)4K$296K
Nov 25, 2025Shaller RussellPresident & CEO, DirectorSell (S)17K$1.4M
Nov 25, 2025Gorman AndrewGeneral Counsel&Corp SecretarySell (S)6K$485K
Nov 25, 2025Gorman AndrewGeneral Counsel&Corp SecretarySell (S)6K$518K
Nov 21, 2025RICHARDSON BRADLEY CDirectorSell (S)1K$78K
Nov 19, 2025BRUNO ELIZABETH PDirectorSell (S)22K$1.7M
Nov 19, 2025BRUNO ELIZABETH PDirectorSell (S)1K$93K
Nov 19, 2025Wilms BrettPresident - EMEA & AustraliaSell (S)3K$242K
Nov 19, 2025Wilms BrettPresident - EMEA & AustraliaSell (S)4K$264K

Institutional ownership over time

152 funds-55 since Q3 2024
0131262Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $563.9M

Recent filings

15 shown

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Connected entities for BRC

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Ask your agent what changed in BRC

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BRC/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BRC.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BRC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.