BROWN BROTHERS HARRIMAN & CO

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$18.3B

Total Positions

1,833

New This Quarter

311

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

AKRE5.62%

GOOG5.16%

MSFT4.91%

IVV4.21%

AAPL3.46%

MA3.08%

BRK/B3.08%

KLAC2.88%

AMZN2.82%

BBHM2.63%

Other23.79%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

OPEN3Q held

OPENDOOR TECHNOLOGIES INC

Avg $0.56 · $5,122 est. P&L

Est. P&L

+942.86%

KLAC28Q held

KLA CORP

Avg $205.35 · $450.5M est. P&L

Est. P&L

+505.63%

AGI20Q held

ALAMOS GOLD INC NEW C

Avg $7.57 · $312,232 est. P&L

Est. P&L

+416.33%

Top Losers

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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 1833 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AKRE PROFESIONALLY MANAGED PORTFO	15.7M	$1B	5.6%	—	$66.10	0.00%	1 qtr	New 98
GOOG Alphabet Inc	3M	$946.2M	5.2%	—	$95.40	+229.73%	28 qtrs	Decreased 0
MSFT Microsoft Corp	1.9M	$901M	4.9%	—	$276.43	+76.35%	28 qtrs	Increased 58
IVV ISHARES TR	1.1M	$772.3M	4.2%	—	$510.79	+35.07%	28 qtrs	Increased 68
AAPL Apple Inc	2.3M	$633.8M	3.5%	—	$153.80	+77.39%	28 qtrs	Increased 58
MA Mastercard Inc	990,199	$565.3M	3.1%	—	$267.97	+115.16%	28 qtrs	Decreased 0
BRK/B Berkshire Hathaway Inc	1.1M	$565M	3.1%	—	—	—	28 qtrs	Decreased 0
KLAC KLA CORP	433,890	$527.2M	2.9%	—	$205.35	+505.63%	28 qtrs	Decreased 0
AMZN Amazon.com Inc	2.2M	$517.8M	2.8%	—	$122.63	+89.63%	28 qtrs	Decreased 0
BBHM BBH TR	42.7M	$481.6M	2.6%	—	—	—	1 qtr	New 81
ORCL Oracle Corp	2.2M	$437M	2.4%	—	$51.46	+282.22%	28 qtrs	Decreased 0
BBHL BBH TR	26.4M	$425.8M	2.3%	—	—	—	1 qtr	New 81
WM Waste Management Inc	1.7M	$362.6M	2.0%	—	$104.22	+113.12%	28 qtrs	Decreased 0
BKNG Booking Holdings Inc	59,896	$320.8M	1.7%	—	$1,900.04	+185.63%	28 qtrs	Decreased 0
LIN Linde PLC	726,175	$309.6M	1.7%	—	$339.28	+26.26%	12 qtrs	Decreased 0
NVDA NVIDIA Corp	1.6M	$304M	1.7%	—	$144.24	+30.02%	28 qtrs	Increased 52
AMAT Applied Materials Inc	1.1M	$275.8M	1.5%	—	$178.98	+45.25%	28 qtrs	Decreased 0
SPGI S&P Global Inc	521,171	$272.4M	1.5%	—	$338.24	+56.01%	28 qtrs	Decreased 0
TMO Thermo Fisher Scientific Inc	459,960	$266.5M	1.5%	—	$441.99	+32.00%	28 qtrs	Decreased 0
AJG Arthur J Gallagher & Co	1M	$265.3M	1.4%	—	$83.49	+213.61%	28 qtrs	Decreased 0
IEFA ISHARES TR	3M	$264.9M	1.4%	—	$66.98	+34.18%	28 qtrs	Increased 56
PGR Progressive Corp/The	1M	$236.7M	1.3%	—	$76.52	+182.59%	28 qtrs	Increased 50
WMT Walmart Inc	1.9M	$210.5M	1.1%	—	$94.49	+18.44%	28 qtrs	Increased 49
ZTS Zoetis Inc	1.7M	$210.1M	1.1%	—	$95.24	+32.15%	28 qtrs	Decreased 0
COST Costco Wholesale Corp	231,797	$199.9M	1.1%	—	$261.74	+230.27%	28 qtrs	Decreased 0
Showing 25 of 1,833 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

LLYEli Lilly & Co

Q2 2024 → Q4 2025+168,139 shares+$185.5M

VOVANGUARD INDEX FDS

Q2 2024 → Q4 2025+19,604 shares+$5.7M

AFLAflac Inc

Q2 2024 → Q4 2025+6,703 shares+$973,329

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer