BROWN BROTHERS HARRIMAN & CO
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,833 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AKRE FOCUS ETF | 15.7M | $1B | 5.6% | $66.10 | 0.00% | 1 qtr | New 98 |
ALPHABET INC-CL C | 3M | $946.2M | 5.2% | $95.40 | +229.73% | 28 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.9M | $901M | 4.9% | $272.27 | +76.51% | 28 qtrssince 2019-Q1 | Increased 58 |
ISHARES CORE S&P 500 ETF | 1.1M | $772.3M | 4.2% | $510.79 | +35.07% | 28 qtrssince 2019-Q1 | Increased 68 |
APPLE INC | 2.3M | $633.8M | 3.5% | $155.80 | +74.02% | 28 qtrssince 2019-Q1 | Increased 58 |
MASTERCARD INC - A | 990,199 | $565.3M | 3.1% | $267.97 | +115.16% | 28 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 1.1M | $565M | 3.1% | $201.42 | +150.08% | 28 qtrssince 2019-Q1 | Decreased 0 |
KLA CORP | 433,890 | $527.2M | 2.9% | $20.38 | +494.65% | 28 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2.2M | $517.8M | 2.8% | $122.63 | +89.63% | 28 qtrssince 2019-Q1 | Decreased 0 |
BBH SELECT MID CAP ETF | 42.7M | $481.6M | 2.6% | — | — | 1 qtr | New 81 |
ORACLE CORP | 2.2M | $437M | 2.4% | $51.46 | +282.22% | 28 qtrssince 2019-Q1 | Decreased 0 |
BBH SELECT LARGE CAP ETF | 26.4M | $425.8M | 2.3% | — | — | 1 qtr | New 81 |
WASTE MANAGEMENT INC | 1.7M | $362.6M | 2.0% | $104.22 | +113.12% | 28 qtrssince 2019-Q1 | Decreased 0 |
BOOKING HOLDINGS INC | 59,896 | $320.8M | 1.7% | $76.16 | +179.93% | 28 qtrssince 2019-Q1 | Decreased 0 |
LINDE PLC | 726,175 | $309.6M | 1.7% | $339.28 | +26.26% | 12 qtrssince 2023-Q1 | Decreased 0 |
NVIDIA CORP | 1.6M | $304M | 1.7% | $144.24 | +30.02% | 28 qtrssince 2019-Q1 | Increased 52 |
APPLIED MATERIALS INC | 1.1M | $275.8M | 1.5% | $177.29 | +44.59% | 28 qtrssince 2019-Q1 | Decreased 0 |
S&P GLOBAL INC | 521,171 | $272.4M | 1.5% | $317.63 | +54.59% | 28 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 459,960 | $266.5M | 1.5% | $441.99 | +32.00% | 28 qtrssince 2019-Q1 | Decreased 0 |
ARTHUR J GALLAGHER & CO | 1M | $265.3M | 1.4% | $83.39 | +208.38% | 28 qtrssince 2019-Q1 | Decreased 0 |
BROWN BROTHERS HARRIMAN & CO manages $18.3B across 1833 positions as of Q4 2025. Top holdings: AKRE (5.6%), GOOG (5.2%), MSFT (4.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 311 new positions, 156 exits, 725 increased. Top move: AKRE (NEW, conviction 98). Portfolio: $18.3B across 1833 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR