How many stocks does BROWN BROTHERS HARRIMAN & CO own?

As of Q2 2025, BROWN BROTHERS HARRIMAN & CO holds 1,547 positions in their 13F portfolio.

What is BROWN BROTHERS HARRIMAN & CO's largest holding?

MSFT at 6.0% of portfolio, worth $935.1M.

What is BROWN BROTHERS HARRIMAN & CO's total portfolio value?

$15.6B as of Q2 2025, tracked across 1,547 holdings.

Is BROWN BROTHERS HARRIMAN & CO a hedge fund?

BROWN BROTHERS HARRIMAN & CO is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does BROWN BROTHERS HARRIMAN & CO report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has BROWN BROTHERS HARRIMAN & CO's portfolio changed in Q2 2025?

View BROWN BROTHERS HARRIMAN & CO's latest portfolio changes, new positions, and exits for Q2 2025 on HoldingsIntel.

What is BROWN BROTHERS HARRIMAN & CO's investment strategy?

BROWN BROTHERS HARRIMAN & CO is classified as a Steady Compounder fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

HoldingsIntel

BROWN BROTHERS HARRIMAN & CO Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

BROWN BROTHERS HARRIMAN & CO

Institutional investor · Portfolio as of Q2 2025

SEC EDGAR SourceSEC Filings

$15.6B

AUM

1,547

Positions

Q2 2025

Filing

Rating · 2.5

Quarterly Portfolio Change

Activity profile

$ moved · Q2'25

New2%Increased49%Decreased49%Exited0%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 4.3 years

<1Q9%1-4Q8%1-2Y6%2Y+77%

Q2 2025 Summary

Active quarter - 334 new positions, 91 exits, 640 increased. Top move: AAPL (INCREASED, conviction 85). Portfolio: $15.6B across 1547 positions.

Portfolio Allocation

Top holdings by portfolio weight

MSFT6.01%

ORCL4.72%

GOOG3.98%

BRK/B3.85%

MA3.76%

IVV3.70%

KLAC3.45%

AMZN3.31%

AAPL3.04%

LIN2.66%

Other2.50%

Sector Breakdown

Portfolio allocation by GICS sector

Technology30.10%

Financial Services17.41%

Healthcare10.08%

Industrials9.27%

Unknown8.84%

Consumer Cyclical8.80%

Communication Services5.46%

Consumer Defensive5.01%

Basic Materials3.70%

Real Estate0.67%

Other0.66%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

KLAC26Q held

KLA CORP

Avg $205.35 · $408.2M est. P&L

Est. P&L

+331.68%

ORCL26Q held

ORACLE CORP

Avg $51.46 · $528.1M est. P&L

Est. P&L

+305.91%

AJG26Q held

GALLAGHER ARTHUR J & CO

Avg $83.49 · $256.8M est. P&L

Est. P&L

+278.74%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

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

Top Holdings1,547 positions

Export CSV(Pro)

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
MSFT MICROSOFT CORP	1.9M	$935.1M	6.0%	—	$276.26	+78.89%	26 qtrssince 2019-Q1	Increased 66
ORCL ORACLE CORP	3.4M	$733.5M	4.7%	—	$51.46	+305.91%	26 qtrssince 2019-Q1	Decreased 0
GOOG ALPHABET INC	3.5M	$619.4M	4.0%	—	$95.40	+86.58%	26 qtrssince 2019-Q1	Decreased 0
BRK/B BERKSHIRE HATHAWAY INC DEL	1.2M	$599.2M	3.9%	—	$201.42	+141.12%	26 qtrssince 2019-Q1	Decreased 0
MA MASTERCARD INCORPORATED	1M	$584.3M	3.8%	—	$267.97	+104.51%	26 qtrssince 2019-Q1	Decreased 0
IVV ETF ISHARES TR	927,199	$575.7M	3.7%	—	$473.12	+29.66%	26 qtrssince 2019-Q1	Decreased 0
KLAC KLA CORP	599,383	$536.9M	3.5%	—	$205.35	+331.68%	26 qtrssince 2019-Q1	Decreased 0
AMZN AMAZON COM INC	2.3M	$515.2M	3.3%	—	$122.63	+82.10%	26 qtrssince 2019-Q1	Increased 58
AAPL APPLE INC	2.3M	$472.7M	3.0%	—	$152.56	+31.40%	26 qtrssince 2019-Q1	Increased 85
LIN LINDE PLC	882,343	$414M	2.7%	—	$339.28	+35.76%	10 qtrssince 2023-Q1	Decreased 0
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