BROWN BROTHERS HARRIMAN & CO
Institutional investor · Portfolio as of Q2 2025
Top Holdings1,547 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.9M | $935.1M | 6.0% | $272.10 | +81.02% | 26 qtrssince 2019-Q1 | Increased 66 |
ORACLE CORP | 3.4M | $733.5M | 4.7% | $51.46 | +305.91% | 26 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 3.5M | $619.4M | 4.0% | $95.40 | +86.58% | 26 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 1.2M | $599.2M | 3.9% | $201.42 | +141.12% | 26 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 1M | $584.3M | 3.8% | $267.97 | +104.51% | 26 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 927,199 | $575.7M | 3.7% | $473.12 | +29.66% | 26 qtrssince 2019-Q1 | Decreased 0 |
KLA CORP | 599,383 | $536.9M | 3.5% | $20.38 | +336.68% | 26 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2.3M | $515.2M | 3.3% | $122.63 | +82.10% | 26 qtrssince 2019-Q1 | Increased 58 |
APPLE INC | 2.3M | $472.7M | 3.0% | $154.59 | +32.08% | 26 qtrssince 2019-Q1 | Increased 85 |
LINDE PLC | 882,343 | $414M | 2.7% | $339.28 | +35.76% | 10 qtrssince 2023-Q1 | Decreased 0 |
WASTE MANAGEMENT INC | 1.7M | $389.5M | 2.5% | $104.22 | +117.35% | 26 qtrssince 2019-Q1 | Decreased 0 |
BOOKING HOLDINGS INC | 62,800 | $363.6M | 2.3% | $76.16 | +201.51% | 26 qtrssince 2019-Q1 | Decreased 0 |
ARTHUR J GALLAGHER & CO | 1.1M | $353.2M | 2.3% | $83.39 | +279.63% | 26 qtrssince 2019-Q1 | Decreased 0 |
ZOETIS INC | 1.9M | $299.2M | 1.9% | $94.19 | +61.90% | 26 qtrssince 2019-Q1 | Decreased 0 |
S&P GLOBAL INC | 542,279 | $285.9M | 1.8% | $317.63 | +55.40% | 26 qtrssince 2019-Q1 | Decreased 0 |
PROGRESSIVE CORP | 1M | $274.7M | 1.8% | $71.41 | +247.34% | 26 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 242,109 | $239.7M | 1.5% | $260.82 | +276.82% | 26 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 1.5M | $235.7M | 1.5% | $140.38 | +12.36% | 26 qtrssince 2019-Q1 | Increased 78 |
AUTOMATIC DATA PROCESSING | 758,495 | $233.9M | 1.5% | $241.66 | +24.16% | 26 qtrssince 2019-Q1 | Increased 52 |
ABBOTT LABORATORIES | 1.7M | $232.3M | 1.5% | $104.11 | +27.12% | 26 qtrssince 2019-Q1 | Decreased 0 |
BROWN BROTHERS HARRIMAN & CO manages $15.6B across 1547 positions as of Q2 2025. Top holdings: MSFT (6.0%), ORCL (4.7%), GOOG (4.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 334 new positions, 91 exits, 641 increased. Top move: AAPL (INCREASED, conviction 85). Portfolio: $15.6B across 1547 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR