18 tracked 13F filers disclose a position in BRN as of the latest SEC 13F filings, a combined $1.8M 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JCP Investment Management, LLC | $442K | 409K | ▲New +409K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $419K | 388K | →First observed position No prior filed position | Q1 2026 | |
| 3 | RENAISSANCE TECHNOLOGIES LLC | $350K | 324K | ▲+9.4% Added · +28K sh | Q1 2026 | |
| 4 | CWA Asset Management Group, LLC | $101K | 100K | ▲New +100K sh | Q2 2026 | |
| 5 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $92K | 85K | ▼−15% Reduced · −16K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $90K | 83K | ▲+141% Added · +49K sh | Q1 2026 | |
| 7 | BlackRock, Inc. | $74K | 68K | —Held | Q1 2026 | |
| 8 | Empowered Funds, LLC | $54K | 50K | ▲New +50K sh | Q1 2026 | |
| 9 | JANE STREET GROUP, LLC | $38K | 36K | ▲New +36K sh | Q1 2026 | |
| 10 | DIMENSIONAL FUND ADVISORS LP | $38K | 35K | ▼−35% Reduced · −19K sh | Q1 2026 | |
| 11 | VANGUARD FIDUCIARY TRUST CO | $34K | 31K | →First observed position No prior filed position | Q1 2026 | |
| 12 | XTX Topco Ltd | $24K | 23K | ▲+21% Added · +4K sh | Q1 2026 | |
| 13 | LPL Financial LLC | $17K | 16K | —Held | Q1 2026 | |
| 14 | STATE STREET CORP | $15K | 14K | —Held | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $11K | 11K | —Held | Q1 2026 | |
| 16 | MORGAN STANLEY | $544 | 503 | —Held | Q1 2026 | |
| 17 | ROYAL BANK OF CANADA | $0 | 142 | ▲+26% Added · +29 sh | Q1 2026 | |
| 18 | SBI Securities Co., Ltd. | $1 | 1 | —Held | Q1 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.
Last quarter, 3 funds opened a new position in BRN and 2 added to an existing one, while 1 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).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 13 funds | $31.3B |
| EXXON MOBIL CORPXOM | 13 funds | $15.9B |
| JOHNSON & JOHNSONJNJ | 13 funds | $15.0B |
| META PLATFORMS INC-CLASS AMETA | 13 funds | $13.1B |
| PROCTER & GAMBLE CO/THEPG | 13 funds | $11.4B |
| ALPHABET INC-CL CGOOG | 13 funds | $11.2B |
| WELLS FARGO & COWFC | 13 funds | $10.0B |
| WALT DISNEY CO/THEDIS | 13 funds | $9.8B |
| HOME DEPOT INCHD | 13 funds | $9.8B |
| PEPSICO INCPEP | 13 funds | $9.1B |
| MERCK & CO. INC.MRK | 13 funds | $9.0B |
| CISCO SYSTEMS INCCSCO | 13 funds | $8.7B |
Ranked by how many of BRN's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 26, 2026 | Horowitz Joshua | Director | Buy (P) | 4K | $5K |
| Dec 3, 2025 | SHERWOOD NED L | 10% Owner | Sell (S) | 132K | $145K |
| Dec 2, 2025 | SHERWOOD NED L | 10% Owner | Sell (S) | 175K | $201K |
| Dec 2, 2025 | SHERWOOD NED L | 10% Owner | Sell (S) | 14K | $16K |
| Nov 24, 2025 | Horowitz Joshua | Director | Buy (P) | 15K | $16K |
| Nov 24, 2025 | Horowitz Joshua | Director | Buy (P) | 45K | $50K |
| Nov 24, 2025 | GROSSMAN KENNETH S | Director | Buy (P) | 60K | $66K |
| Nov 24, 2025 | Patman Philip F Jr | Executive VP - Finance, Director | Buy (P) | 44K | $48K |
| Jan 17, 2025 | Hopkins Craig Douglas | Chief Executive Officer | Buy (P) | 10K | $17K |
| Aug 29, 2024 | Hopkins Craig Douglas | President and CEO | Buy (P) | 5K | $13K |
| Aug 28, 2024 | Hopkins Craig Douglas | President and CEO | Buy (P) | 5K | $12K |
| Aug 23, 2024 | Horowitz Joshua | Director | Buy (P) | 10K | $23K |
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BRN/capital-change-brief"
Use Arkolith's capital_change_brief for BRN. 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 BRN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.