BETR — BETTER HOME & FINANCE HOLDIN
As of Q2 2026, 19 SEC-registered investment managers reported holding BETR (BETTER HOME & FINANCE HOLDIN) in their latest 13F filings, with a combined reported value of $60.52M across 2.20M shares. That is +13.2% by share count (+255.93K shares) versus the previous quarter, while reported value moved -12.6%. Ownership is concentrated: the five largest holders account for 84.6% of reported value and the top ten for 97.3%.
Compared with the prior quarter, 2 opened new positions, 13 added to existing stakes, 4 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BETR is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 685.83K | $18.86M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 509.25K | $16.59M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 470.39K | $12.94M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 337.98K | $9.29M | 0.00% | Add |
| Geode Capital Management history | Q2 2026 | 237.32K | $6.53M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 130.30K | $3.58M | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 127.26K | $3.50M | 0.00% | Reduce |
| Northern Trust Corp history | Q2 2026 | 75.19K | $2.07M | 0.00% | Add |
| Marshall Wace history | Q2 2025 | 89.80K | $1.11M | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 30.00K | $825.11K | 0.00% | Add |
| Millennium Management history | Q2 2026 | 27.43K | $754.30K | 0.00% | New |
| Polen Capital Management history | Q1 2026 | 15.96K | $568.46K | 0.00% | New |
| BNY Mellon history | Q2 2026 | 18.82K | $517.62K | 0.00% | Add |
| AQR Capital Management history | Q2 2026 | 16.77K | $461.23K | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 13.76K | $378.40K | 0.00% | Add |
| Renaissance Technologies history | Q3 2025 | 5.10K | $286.31K | 0.00% | Reduce |
| Deutsche Bank AG history | Q2 2026 | 7.95K | $218.63K | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 7.90K | $217.14K | 0.00% | Add |
| Legal & General Investment Management America history | Q2 2026 | 5.22K | $143.58K | 0.00% | Add |
| Citigroup Inc history | Q2 2026 | 4.68K | $128.67K | 0.00% | Reduce |
New Positions (Q2 2026)
- Millennium Management 27.43K sh · $754.30K
- JPMorgan Chase & Co 3.35K sh · $89.07K
Fully Exited (vs previous quarter)
- Polen Capital Management sold 15.96K sh · $568.46K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 76.40K | 76.40K | 76.40K | 315.34K | 341.37K | 463.81K | 486.10K | 685.83K |
| Citadel Advisors | — | — | 149.98K | 245.37K | 254.76K | 339.39K | 368.87K | 470.39K |
| Goldman Sachs Group | 264.73K | 284.93K | 293.86K | 54.08K | 4.71K | 73.69K | 289.69K | 337.98K |
| Geode Capital Management | 65.88K | 65.31K | 68.14K | 129.88K | 139.26K | 151.19K | 160.89K | 237.32K |
| Morgan Stanley | 9.84K | 11.15K | 17.82K | 26.63K | 23.52K | 128.31K | 195.99K | 130.30K |
| UBS Group AG | — | 15.88K | 13.75K | 24.18K | 55.05K | 82.41K | 301.96K | 127.26K |
| Northern Trust Corp | 10.76K | 10.76K | 12.60K | 38.99K | 42.20K | 42.06K | 47.28K | 75.19K |
| Charles Schwab Investment Management | — | — | — | 12.14K | 16.38K | 17.41K | 16.74K | 30.00K |
| Millennium Management | — | 18.80K | 84.06K | — | — | 31.00K | — | 27.43K |
| BNY Mellon | — | — | — | — | 13.61K | 13.34K | 13.89K | 18.82K |
| AQR Capital Management | — | — | — | — | 9.86K | 13.77K | 15.76K | 16.77K |
| Wells Fargo & Co | — | — | — | 3.15K | 9.46K | 10.45K | 5.38K | 13.76K |
| Deutsche Bank AG | — | — | — | 5.89K | — | 3.89K | 5.96K | 7.95K |
| Bank of America Corp | 2.09K | 7.07K | 7.39K | 13.87K | 17.60K | 55.91K | 6.56K | 7.90K |
| Legal & General Investment Management America | — | — | — | 447 | 447 | 4.77K | 3.45K | 5.22K |
| Citigroup Inc | 16.14K | 17.11K | 8.15K | 1.65K | 59 | 6.65K | 9.30K | 4.68K |
| JPMorgan Chase & Co | — | — | — | 2.32K | 2.11K | 2.41K | — | 3.35K |
| Fidelity Management & Research (FMR) | — | — | — | 13 | 132 | 194 | 986 | 511 |
| PNC Financial Services | — | — | — | — | 28 | 5 | 6 | 15 |
| Renaissance Technologies | — | — | — | 14.45K | 5.10K | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details