BrightView Holdings (BV) Ownership

13.16 ↑0.24 (1.86%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Kohlberg Kravis Roberts & Co LP is the biggest individual institutional holder of BrightView Holdings (BV), owning a total of 33.1 million shares. Combined, the top 53 institutional holders of BV own 110.04% of the company with a total of 104.7 million shares.

In the latest ownership report on December 31st 2024, the top 53 institutional holders decreased their combined ownership of BV by 1.1 million shares. 9 institutions bought 1,629,457 total additional shares and increased their ownership by an average of 17.72%. However 10 institutions sold 2,730,861 total shares and decreased their ownership by an average of 10.06%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of BrightView Holdings decreased by a net total of -1,101,404 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Kohlberg Kravis Roberts & Co LP	34.694%	0.000%	33,133,123	0	2024-12-31
T. Rowe Price Investment Management,Inc.	7.295%	-11.177%	6,966,534	-876,650	2024-12-31
Vanguard Group Inc	6.106%	1.037%	5,830,873	59,857	2024-12-31
BlackRock Inc	5.171%	-2.214%	4,938,676	-111,803	2024-12-31
Dimensional Fund Advisors, Inc.	4.255%	12.602%	4,063,472	454,756	2024-12-31
AllianceBernstein L.P.	2.069%	-8.957%	1,976,263	-194,439	2024-12-31
Harvey Partners LLC	2.038%	4.064%	1,946,000	76,000	2024-12-31
Bessemer Group Inc	1.999%	25.938%	1,908,651	393,103	2024-12-31
Cooke & Bieler LP	1.906%	-3.420%	1,820,295	-64,450	2024-12-31
Cooper Creek Partners Management LLC	1.904%	-32.603%	1,818,456	-879,673	2024-12-31
Driehaus Capital Management LLC	1.858%	-1.114%	1,774,102	-19,993	2024-12-31
Newtyn Management LLC	1.845%	0.000%	1,761,889	0	2024-12-31
Goldman Sachs Group Inc	1.561%	-11.163%	1,490,340	-187,278	2024-12-31
Geode Capital Management, LLC	1.397%	-0.244%	1,334,288	-3,257	2024-12-31
State Street Corp	1.313%	3.449%	1,253,707	41,798	2024-12-31
Bridgeway Capital Management, LLC	1.186%	2.195%	1,132,685	24,328	2024-12-31
Punch & Associates Inv Mgmt Inc	1.116%	-1.104%	1,065,356	-11,894	2024-12-31
Arrowstreet Capital Limited Partnership	0.999%	-28.557%	954,216	-381,424	2024-12-31
Gilder Gagnon Howe & CO LLC	0.999%	7.390%	953,746	65,632	2024-12-31
Millennium Management LLC	0.989%	96.542%	944,584	463,983	2024-12-31
Telemark Asset Management, LLC	0.890%	6.250%	850,000	50,000	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Kohlberg Kravis Roberts & Co LP	34.694%	0.000%	33,133,123	0	2024-12-31
T. Rowe Price Investment Management,Inc.	7.295%	-11.177%	6,966,534	-876,650	2024-12-31
Vanguard Group Inc	6.106%	1.037%	5,830,873	59,857	2024-12-31
BlackRock Inc	5.171%	-2.214%	4,938,676	-111,803	2024-12-31
Dimensional Fund Advisors, Inc.	4.255%	12.602%	4,063,472	454,756	2024-12-31
Macquarie Group Ltd	2.844%	-18.137%	2,687,815	-595,474	2023-12-31
BAMCO Inc	2.243%	-12.693%	2,096,786	-304,828	2022-12-31
AllianceBernstein L.P.	2.069%	-8.957%	1,976,263	-194,439	2024-12-31
Harvey Partners LLC	2.038%	4.064%	1,946,000	76,000	2024-12-31
Bessemer Group Inc	1.999%	25.938%	1,908,651	393,103	2024-12-31
Boston Partners Global Investors, Inc	2.040%	2.055%	1,897,384	38,197	2022-06-30
Cooke & Bieler LP	1.906%	-3.420%	1,820,295	-64,450	2024-12-31
Cooper Creek Partners Management LLC	1.904%	-32.603%	1,818,456	-879,673	2024-12-31
Driehaus Capital Management LLC	1.858%	-1.114%	1,774,102	-19,993	2024-12-31
Newtyn Management LLC	1.845%	0.000%	1,761,889	0	2024-12-31
Wellington Management Company LLP	1.629%	-49.135%	1,539,320	-1,486,976	2023-12-31
Goldman Sachs Group Inc	1.561%	-11.163%	1,490,340	-187,278	2024-12-31
Bernzott Capital Advisors	1.474%	-46.553%	1,378,454	-1,200,661	2022-12-31
Citadel Advisors Llc	1.418%	1,241.260%	1,341,136	1,241,145	2024-06-30
Geode Capital Management, LLC	1.397%	-0.244%	1,334,288	-3,257	2024-12-31
State Street Corp	1.313%	3.449%	1,253,707	41,798	2024-12-31
Silvercrest Asset Management Group LLC	1.305%	-6.934%	1,220,353	-90,919	2022-12-31
Bridgeway Capital Management, LLC	1.186%	2.195%	1,132,685	24,328	2024-12-31
Punch & Associates Inv Mgmt Inc	1.116%	-1.104%	1,065,356	-11,894	2024-12-31
Arrowstreet Capital Limited Partnership	0.999%	-28.557%	954,216	-381,424	2024-12-31
Gilder Gagnon Howe & CO LLC	0.999%	7.390%	953,746	65,632	2024-12-31
Millennium Management LLC	0.989%	96.542%	944,584	463,983	2024-12-31
State Street Corporation	0.968%	1.101%	915,861	9,971	2024-03-31
Rk Capital Management, LLC	0.924%	24.525%	877,900	172,900	2024-06-30
Charles Schwab Investment Management Inc	0.904%	-14.062%	863,192	-141,240	2024-09-30
Telemark Asset Management, LLC	0.890%	6.250%	850,000	50,000	2024-12-31
Smith Graham & Co Inv Adv, L.P.**	0.851%	10.314%	804,280	75,196	2023-12-31
Alyeska Investment Group, L.P.	0.831%	0.000%	786,018	786,018	2024-06-30
Empowered Funds, LLC	0.816%	116.371%	771,630	415,007	2024-03-31
Dana Investment Advisors Inc	0.776%	0.000%	733,729	733,729	2024-03-31
Portolan Capital Management, LLC	0.762%	0.000%	720,380	720,380	2024-03-31
Nuveen Asset Management, LLC	0.725%	60.169%	685,672	257,580	2024-03-31
Invenomic Capital Management, LP	0.704%	59.978%	657,694	246,578	2023-03-31
AQR Capital Management LLC	0.654%	-9.986%	618,230	-68,587	2024-03-31
Peregrine Capital Management,LLC	0.634%	-5.682%	599,019	-36,087	2024-03-31
Two Sigma Advisers, LLC	0.608%	25.125%	574,700	115,400	2024-03-31
Franklin Resources Inc	0.598%	-9.312%	559,000	-57,400	2022-09-30
Federated Hermes Inc	0.554%	-1.380%	523,462	-7,325	2023-09-30
Islet Management, LP	0.527%	0.000%	492,350	0	2022-09-30
First Trust Advisors L.P.	0.490%	30.520%	457,628	107,008	2023-03-31
Two Sigma Investments LLC	0.475%	87.872%	448,637	209,838	2023-12-31
Hillsdale Investment Management Inc.	0.464%	-14.425%	438,400	-73,900	2023-12-31
Northern Trust Corp	0.428%	8.916%	403,568	33,038	2023-09-30
Penn Capital Management Company LLC	0.410%	-15.061%	383,056	-67,921	2023-06-30
Thematics Asset Management	0.375%	-22.222%	350,000	-100,000	2023-03-31
Assenagon Asset Management SA	0.348%	98.263%	325,156	161,154	2023-06-30
D. E. Shaw & Co LP	0.344%	159.863%	321,032	197,493	2023-06-30
Northwestern Mutual Wealth Management Co	0.334%	0.000%	312,056	0	2022-12-31

Mutual Fund Ownership

Macquarie US Small Cap Core Equity is the biggest individual fund holder of BrightView Holdings (BV), owning a total of 2.2 million shares. Combined, the top 53 mutual fund holders of BV own 43.96% of the company with a total of 41.7 million shares.

In the latest ownership report on March 31st 2025, the top 53 fund holders increased their combined ownership of BV by 7 thousand shares. 2 funds bought 6,664 total additional shares and increased their ownership by an average of 0.63%. However 1 funds sold 13,640 total shares and decreased their ownership by an average of 0.86%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding BrightView Holdings decreased by a net total of -6,976 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Russell 2000 ETF	1.651%	-0.858%	1,576,997	-13,640	2025-03-31
iShares Russell 2000 Value ETF	0.573%	0.000%	547,459	0	2025-03-31
Dimensional US Targeted Value ETF	0.566%	1.146%	540,601	6,127	2025-03-31
EA Bridgeway Omni Small-Cap Value ETF	0.532%	0.106%	508,421	537	2025-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Macquarie US Small Cap Core Equity	2.314%	-18.710%	2,184,495	-502,795	2023-12-31
Delaware Small Cap Core I	2.287%	0.028%	2,159,225	606	2024-02-29
Vanguard Total Stock Mkt Idx Inv	1.867%	0.000%	1,783,319	0	2025-02-28
Harvey Partners Small-Cap Opportunity	1.859%	4.472%	1,775,394	76,000	2024-12-31
T. Rowe Price US Small-Cap Core Equity	1.716%	-15.485%	1,638,797	-300,268	2024-12-31
iShares Russell 2000 ETF	1.651%	-0.858%	1,576,997	-13,640	2025-03-31
Vanguard Small Cap Index	1.524%	0.082%	1,455,229	1,190	2025-02-28
Old Westbury Small & Mid Cap Strategies	1.401%	32.906%	1,337,889	331,243	2025-01-31
Vanguard Instl Ttl Stck Mkt Idx Tr	1.305%	0.000%	1,219,101	0	2023-03-31
Franklin Emerging Mkt Dbt Opp (USD) Comp	1.217%	0.000%	1,150,000	1,150,000	2023-09-30
T. Rowe Price Small-Cap Stock	1.199%	-30.129%	1,145,042	-493,755	2025-01-31
DFA US Small Cap Value I	1.109%	3.405%	1,058,891	34,871	2025-02-28
Vanguard Small Cap Value Index Inv	1.004%	-0.293%	958,999	-2,816	2025-02-28
Baron Growth Retail	1.016%	-20.833%	950,000	-250,000	2022-12-31
Baron Small Cap Growth Strategy	1.016%	-20.833%	950,000	-250,000	2022-12-31
Bernzott Capital US Small Cap Value	0.973%	-61.830%	909,476	-1,473,220	2022-12-31
Vanguard Institutional Extnd Mkt Idx Tr	0.924%	0.149%	882,151	1,316	2025-02-28
T. Rowe Price U.S. SC Value Eq Tr-Z	0.869%	0.380%	829,559	3,142	2024-12-31
T. Rowe Price Small-Cap Value	0.816%	-43.855%	779,444	-608,815	2025-02-28
T. Rowe Price U.S. SC Core Eq Tr-Z	0.805%	-19.267%	768,896	-183,492	2024-12-31
Heptagon Driehaus US Micro Cap Eq C$ Acc	0.785%	0.114%	750,045	850	2025-02-28
Invenomic Institutional	0.780%	87.300%	728,036	339,335	2023-04-30
T. Rowe Price US Smlr Cm Eq A USD	0.699%	-1.941%	667,173	-13,208	2025-02-28
Embark Small Cap Equity Institutional	0.671%	0.000%	640,920	0	2025-02-28
T. Rowe Price Instl Small-Cap Stock	0.659%	-31.249%	629,176	-285,974	2025-01-31
Schwab Fundamental US Small Company ETF	0.658%	0.000%	621,424	0	2024-05-31
Fidelity Small Cap Index	0.606%	-1.838%	578,442	-10,832	2025-01-31
Templeton Global Smaller Comp A	0.601%	0.000%	559,000	0	2022-10-31
iShares Russell 2000 Value ETF	0.573%	0.000%	547,459	0	2025-03-31
Vanguard Extended Market Index Investor	0.579%	0.000%	540,811	0	2023-08-31
Dimensional US Targeted Value ETF	0.566%	1.146%	540,601	6,127	2025-03-31
EA Bridgeway Omni Small-Cap Value ETF	0.532%	0.106%	508,421	537	2025-03-31
DFA US Targeted Value I	0.523%	3.656%	499,495	17,616	2025-02-28
Penn Capital Small Cap Equity	0.524%	30.012%	497,617	114,871	2024-11-30
AB Small Cap Value Advisor	0.516%	0.000%	490,060	0	2024-10-31
CREF Stock R1	0.511%	0.000%	485,620	0	2024-08-31
Schwab Fundamental U.S. Small CompanyETF	0.507%	0.033%	479,407	157	2024-08-31
JNL Multi-Manager Small Cap Value I	0.506%	-2.190%	477,872	-10,700	2024-03-31
JHancock Small Cap Value NAV	0.502%	-9.994%	473,804	-52,610	2023-11-30
Allspring Special Small Cap Value A	0.486%	-25.433%	460,017	-156,900	2024-07-31
Bridgeway Omni Small-Cap Value	0.481%	0.000%	454,500	0	2024-03-31
Bridgeway Omni Small-Cap Value N	0.481%	0.000%	454,500	0	2024-03-31
LVIP Baron Growth Opportunities Svc	0.439%	-1.636%	410,000	-6,820	2022-12-31
BlackRock Advantage Small Cap Core Instl	0.422%	-13.018%	399,158	-59,739	2024-04-30
Fidelity® Small Cap Index	0.425%	2.447%	398,172	9,510	2023-10-31
JHVIT Small Cap Value NAV	0.409%	-9.953%	386,208	-42,690	2023-11-30
NB Private Equity Partners Class A Ord	0.402%	-0.161%	379,822	-613	2023-10-31
Transamerica Partners Small Value	0.402%	18.728%	375,670	59,258	2023-01-31
Goldman Sachs Small Cap Value A	0.389%	0.000%	367,267	367,267	2024-03-31
Wellington CIF Small Cap Value	0.375%	-5.351%	354,359	-20,034	2023-09-30
Bernzott US Small Cap Value	0.379%	1.968%	354,190	6,835	2022-08-31
Federated Hermes MDT SCC Institutional	0.348%	1.721%	329,259	5,570	2024-03-31
Federated Hermes MDT Small Cap Core IS	0.348%	1.721%	329,259	5,570	2024-03-31