BRC — BRADY CORP
As of Q2 2026, 32 SEC-registered investment managers reported holding BRC (BRADY CORP) in their latest 13F filings, with a combined reported value of $1.54B across 16.91M shares. That is -2.4% by share count (-409.79K shares) versus the previous quarter, while reported value moved +9.9%. Ownership is concentrated: the five largest holders account for 77.1% of reported value and the top ten for 89.6%.
Compared with the prior quarter, 2 opened new positions, 11 added to existing stakes, 12 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BRC is classified in the Consumer Discretionary 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 |
|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | Q2 2026 | 6.52M | $597.24M | 0.03% | Hold |
| BlackRock Inc history | Q2 2026 | 4.23M | $386.98M | 0.01% | Add |
| Vanguard Group history | Q4 2025 | 4.84M | $379.28M | 0.01% | Reduce |
| Renaissance Technologies history | Q2 2026 | 915.04K | $83.79M | 0.12% | Hold |
| Geode Capital Management history | Q2 2026 | 828.73K | $75.91M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 481.28K | $44.07M | 0.00% | Add |
| Royce & Associates history | Q2 2026 | 467.62K | $42.82M | 0.34% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 446.61K | $40.90M | 0.01% | Reduce |
| UBS Group AG history | Q2 2026 | 429.02K | $39.29M | 0.01% | Add |
| Franklin Resources history | Q2 2026 | 428.22K | $39.21M | 0.01% | Reduce |
| Morgan Stanley history | Q2 2026 | 329.18K | $30.14M | 0.00% | Hold |
| Wellington Management Group history | Q1 2026 | 356.37K | $28.95M | 0.01% | Reduce |
| BNY Mellon history | Q2 2026 | 246.35K | $22.56M | 0.00% | Hold |
| Northern Trust Corp history | Q2 2026 | 217.48K | $19.92M | 0.00% | Add |
| Principal Global Investors history | Q2 2026 | 210.25K | $19.25M | 0.01% | Hold |
| PSP Investments history | Q2 2026 | 175.79K | $16.10M | 0.04% | Reduce |
| Invesco Ltd history | Q2 2026 | 133.36K | $12.21M | 0.00% | Add |
| Norges Bank Investment Management history | Q4 2022 | 240.56K | $11.33M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 118.42K | $10.84M | 0.00% | New |
| Wells Fargo & Co history | Q2 2026 | 107.54K | $9.85M | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 118.42K sh · $10.84M
- Balyasny Asset Management 69.73K sh · $6.39M
Fully Exited (vs previous quarter)
- Wellington Management Group sold 356.37K sh · $28.95M
- Janus Henderson Group sold 19.29K sh · $1.57M
- Millennium Management sold 5.71K sh · $464.29K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) | 397 | 376 | 1.11K | 8.63K | 8.34K | 8.38K | 13.19K | 13.35K | 65.91K | 71.36K | 303.67K | 1.91M | 2.66M | 3.73M | 4.83M | 5.24M | 5.98M | 6.41M | 6.54M | 6.52M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 4.38M | 4.61M | 4.38M | 4.19M | 4.05M | 4.06M | 4.14M | 4.23M |
| Renaissance Technologies | 1.49M | 1.31M | 1.28M | 1.29M | 1.26M | 1.14M | 1.08M | 1.19M | 1.15M | 1.12M | 1.08M | 1.05M | 1.13M | 1.15M | 1.08M | 1.10M | 1.07M | 953.64K | 912.64K | 915.04K |
| Geode Capital Management | 764.57K | 812.15K | 831.84K | 807.94K | 796.94K | 922.04K | 925.92K | 526.06K | 536.42K | 545.04K | 575.56K | 612.89K | 658.09K | 492.36K | 521.11K | 521.92K | 532.85K | 536.54K | 553.79K | 828.73K |
| Goldman Sachs Group | 567.34K | 546.33K | 336.55K | 103.37K | 111.23K | 144.47K | 345.50K | 146.69K | 136.02K | 178.64K | 99.20K | 120.40K | 190.21K | 86.14K | 75.80K | 74.64K | 80.32K | 160.14K | 118.28K | 481.28K |
| Royce & Associates | 12.48K | 22.55K | 31.29K | 19.55K | 88.71K | 208.85K | 414.59K | 444.39K | 515.25K | 515.18K | 540.48K | 437.24K | 555.79K | 606.72K | 623.73K | 667.33K | 674.25K | 740.63K | 640.67K | 467.62K |
| Charles Schwab Investment Management | 471.43K | 492.20K | 517.14K | 541.01K | 551.30K | 561.17K | 345.67K | 244.36K | 259.38K | 261.48K | 274.32K | 336.13K | 390.40K | 450.15K | 498.67K | 467.71K | 470.86K | 465.36K | 473.13K | 446.61K |
| UBS Group AG | 28.58K | 124.30K | 146.68K | 39.32K | 43.73K | 56.77K | 68.74K | 175.56K | 148.23K | 65.07K | 97.84K | 68.45K | 64.10K | 79.78K | 86.38K | 151.44K | 179.13K | 69.19K | 116.54K | 429.02K |
| Franklin Resources | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 323.06K | 1.19M | 1.60M | 428.22K |
| Morgan Stanley | 227.71K | 225.78K | 207.10K | 283.95K | 286.78K | 289.86K | 334.94K | 648.13K | 790.57K | 1.10M | 377.40K | 321.14K | 496.77K | 349.30K | 346.23K | 322.00K | 318.08K | 349.96K | 330.82K | 329.18K |
| BNY Mellon | 711.86K | 657.95K | 636.54K | 585.13K | 585.74K | 593.32K | 593.43K | 440.76K | 424.98K | 383.95K | 365.38K | 381.85K | 362.31K | 335.32K | 318.86K | 311.25K | 297.94K | 251.56K | 246.27K | 246.35K |
| Northern Trust Corp | 521.34K | 519.26K | 500.49K | 496.64K | 480.34K | 506.73K | 477.11K | 183.82K | 182.13K | 187.86K | 185.06K | 190.57K | 184.27K | 213.32K | 216.89K | 215.87K | 207.03K | 191.70K | 192.11K | 217.48K |
| Principal Global Investors | 335.09K | 327.37K | 318.78K | 300.35K | 289.13K | 285.25K | 278.93K | 262.09K | 248.21K | 238.67K | 227.43K | 216.56K | 204.09K | 211.17K | 217.29K | 214.06K | 208.33K | 205.71K | 210.23K | 210.25K |
| PSP Investments | 110.21K | 98.84K | 90.14K | 88.98K | 85.58K | 84.38K | 81.26K | 81.87K | 56.75K | 93.02K | 91.82K | 98.59K | 93.19K | 109.79K | 140.20K | 149.26K | 170.71K | 150.79K | 181.41K | 175.79K |
| Invesco Ltd | 318.78K | 343.40K | 336.60K | 298.67K | 290.68K | 287.66K | 212.63K | 179.51K | 183.97K | 172.42K | 340.39K | 502.10K | 626.19K | 686.92K | 302.68K | 284.87K | 160.35K | 130.73K | 125.78K | 133.36K |
| JPMorgan Chase & Co | 2.34M | 2.39M | 2.21M | 2.04M | 2.00M | 2.01M | 1.86M | 1.91M | 885.12K | 160.60K | 165.94K | 121.17K | 121.26K | 119.10K | 123.35K | 116.29K | 109.98K | 131.29K | — | 118.42K |
| Wells Fargo & Co | 192.39K | 207.73K | 188.46K | 111.35K | 38.10K | 36.01K | 45.30K | 37.87K | 31.87K | 31.66K | 31.34K | 33.37K | 35.94K | 36.05K | 34.50K | 35.36K | 35.48K | 36.00K | 113.55K | 107.54K |
| Legal & General Investment Management America | 133.58K | 137.43K | 136.43K | 138.69K | 133.75K | 135.84K | 113.83K | 121.90K | 123.84K | 120.55K | 120.67K | 128.62K | 123.48K | 118.86K | 117.49K | 118.49K | 111.52K | 107.64K | 98.13K | 97.14K |
| D. E. Shaw & Co | 36.08K | 3.99K | — | — | — | — | — | 196.49K | 149.58K | 149.23K | 154.25K | 100.79K | 79.47K | 43.05K | 25.12K | 19.60K | 27.85K | 31.48K | 14.89K | 78.80K |
| Lazard Asset Management | 1.53K | 1.95K | 2.23K | 3.69K | 3.69K | 103 | 2.22K | 3.55K | 69.58K | 164.75K | 86.33K | 92.19K | 100.76K | 85.42K | 113.36K | 117.23K | 15.11K | 53.81K | 7.94K | 76.13K |
▲ 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