BrightView Holdings (BV) Ownership

17.35 ↑0.02 (0.12%)

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 52 institutional holders of BV own 110.00% of the company with a total of 104.2 million shares.

In the latest ownership report on September 30th 2024, the top 52 institutional holders increased their combined ownership of BV by 496 thousand shares. 8 institutions bought 1,421,958 total additional shares and increased their ownership by an average of 8.95%. However 3 institutions sold 926,075 total shares and decreased their ownership by an average of 11.44%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of BrightView Holdings increased by a net total of 495,883 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
T. Rowe Price Investment Management,Inc.	8.256%	3.224%	7,843,184	244,951	2024-09-30
Vanguard Group Inc	6.075%	2.171%	5,771,016	122,597	2024-09-30
Dimensional Fund Advisors, Inc.	3.799%	14.903%	3,608,716	468,040	2024-09-30
Cooper Creek Partners Management LLC	2.840%	-18.772%	2,698,129	-623,534	2024-09-30
Cooke & Bieler LP	1.984%	-12.844%	1,884,745	-277,747	2024-09-30
Harvey Partners LLC	1.968%	9.133%	1,870,000	156,500	2024-09-30
Newtyn Management LLC	1.855%	0.679%	1,761,889	11,889	2024-09-30
Geode Capital Management, LLC	1.408%	18.243%	1,337,545	206,359	2024-09-30
Bridgeway Capital Management, LLC	1.167%	22.574%	1,108,357	204,120	2024-09-30
Punch & Associates Inv Mgmt Inc	1.134%	0.701%	1,077,250	7,502	2024-09-30
Gilder Gagnon Howe & CO LLC	0.935%	-2.716%	888,114	-24,794	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Kohlberg Kravis Roberts & Co LP	34.877%	-34.562%	33,133,123	-17,500,000	2024-06-30
T. Rowe Price Investment Management,Inc.	8.256%	3.224%	7,843,184	244,951	2024-09-30
Vanguard Group Inc	6.075%	2.171%	5,771,016	122,597	2024-09-30
BlackRock Inc	4.785%	-1.120%	4,545,877	-51,505	2024-06-30
Dimensional Fund Advisors, Inc.	3.799%	14.903%	3,608,716	468,040	2024-09-30
Cooper Creek Partners Management LLC	2.840%	-18.772%	2,698,129	-623,534	2024-09-30
Macquarie Group Ltd	2.844%	-18.137%	2,687,815	-595,474	2023-12-31
AllianceBernstein L.P.	2.722%	1,043.030%	2,585,673	2,359,460	2024-06-30
BAMCO Inc	2.243%	-12.693%	2,096,786	-304,828	2022-12-31
Boston Partners Global Investors, Inc	2.040%	2.055%	1,897,384	38,197	2022-06-30
Cooke & Bieler LP	1.984%	-12.844%	1,884,745	-277,747	2024-09-30
Harvey Partners LLC	1.968%	9.133%	1,870,000	156,500	2024-09-30
Newtyn Management LLC	1.855%	0.679%	1,761,889	11,889	2024-09-30
Goldman Sachs Group Inc	1.708%	50.473%	1,622,989	544,396	2024-06-30
Wellington Management Company LLP	1.629%	-49.135%	1,539,320	-1,486,976	2023-12-31
Bessemer Group Inc	1.564%	2,316.120%	1,485,359	1,423,882	2024-06-30
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	1.408%	18.243%	1,337,545	206,359	2024-09-30
Arrowstreet Capital Limited Partnership	1.342%	45.510%	1,274,992	398,769	2024-06-30
Silvercrest Asset Management Group LLC	1.305%	-6.934%	1,220,353	-90,919	2022-12-31
Bridgeway Capital Management, LLC	1.167%	22.574%	1,108,357	204,120	2024-09-30
Punch & Associates Inv Mgmt Inc	1.134%	0.701%	1,077,250	7,502	2024-09-30
State Street Corp	1.089%	12.987%	1,034,804	118,943	2024-06-30
Charles Schwab Investment Management Inc	1.062%	-5.868%	1,004,432	-62,609	2024-06-30
Driehaus Capital Management LLC	1.036%	0.000%	983,891	983,891	2024-06-30
State Street Corporation	0.968%	1.101%	915,861	9,971	2024-03-31
Gilder Gagnon Howe & CO LLC	0.935%	-2.716%	888,114	-24,794	2024-09-30
Rk Capital Management, LLC	0.924%	24.525%	877,900	172,900	2024-06-30
Smith Graham & Co Inv Adv, L.P.**	0.851%	10.314%	804,280	75,196	2023-12-31
Millennium Management LLC	0.844%	757.016%	798,405	705,244	2024-03-31
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 50 mutual fund holders of BV own 44.18% of the company with a total of 41.8 million shares.

In the latest ownership report on October 31st 2024, the top 50 fund holders increased their combined ownership of BV by 2 thousand shares. 3 funds bought 14,310 total additional shares and increased their ownership by an average of 0.58%. However 3 funds sold 12,385 total shares and decreased their ownership by an average of 0.41%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding BrightView Holdings increased by a net total of 1,925 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	1.877%	0.150%	1,783,319	2,673	2024-10-31
iShares Russell 2000 ETF	1.580%	-0.224%	1,500,649	-3,374	2024-10-31
Vanguard Small Cap Index	1.501%	0.197%	1,425,716	2,800	2024-10-31
Vanguard Small Cap Value Index Inv	1.012%	-0.035%	961,704	-332	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	0.919%	-0.985%	872,622	-8,679	2024-10-31
Embark Small Cap Equity Institutional	0.675%	1.398%	640,920	8,837	2024-10-31
iShares Russell 2000 Value ETF	0.589%	0.000%	559,713	0	2024-10-31

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
T. Rowe Price Small-Cap Stock	2.041%	0.000%	1,939,065	0	2024-09-30
T. Rowe Price US Small-Cap Core Equity	2.041%	4.991%	1,939,065	92,179	2024-09-30
Vanguard Total Stock Mkt Idx Inv	1.877%	0.150%	1,783,319	2,673	2024-10-31
Harvey Partners Small-Cap Opportunity	1.789%	10.143%	1,699,394	156,500	2024-09-30
T. Rowe Price Small-Cap Value	1.605%	-0.896%	1,524,409	-13,779	2024-09-30
iShares Russell 2000 ETF	1.580%	-0.224%	1,500,649	-3,374	2024-10-31
Vanguard Small Cap Index	1.501%	0.197%	1,425,716	2,800	2024-10-31
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
Old Westbury Small & Mid Cap Strategies	1.092%	127.810%	1,037,446	582,046	2024-07-31
Vanguard Small Cap Value Index Inv	1.012%	-0.035%	961,704	-332	2024-10-31
T. Rowe Price Instl Small-Cap Stock	1.003%	0.000%	952,399	0	2024-09-30
T. Rowe Price U.S. SC Core Eq Tr-Z	1.003%	5.489%	952,388	49,557	2024-09-30
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
DFA US Small Cap Value I	0.948%	10.901%	900,659	88,531	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	0.919%	-0.985%	872,622	-8,679	2024-10-31
T. Rowe Price U.S. SC Value Eq Tr-Z	0.870%	0.181%	826,417	1,496	2024-09-30
T. Rowe Price US Smlr Cm Eq A USD	0.833%	0.000%	791,773	0	2024-09-30
Heptagon Driehaus US Micro Cap Eq C$ Acc	0.806%	1.746%	766,024	13,147	2024-09-30
Invenomic Institutional	0.780%	87.300%	728,036	339,335	2023-04-30
Embark Small Cap Equity Institutional	0.675%	1.398%	640,920	8,837	2024-10-31
Schwab Fundamental US Small Company ETF	0.658%	0.000%	621,424	0	2024-05-31
iShares Russell 2000 Value ETF	0.589%	0.000%	559,713	0	2024-10-31
Templeton Global Smaller Comp A	0.601%	0.000%	559,000	0	2022-10-31
Vanguard Extended Market Index Investor	0.579%	0.000%	540,811	0	2023-08-31
AB Small Cap Value Advisor	0.516%	-7.811%	490,060	-41,520	2024-09-30
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
EA Bridgeway Omni Small-Cap Value ETF	0.492%	0.155%	465,577	720	2024-08-30
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
Fidelity Small Cap Index	0.436%	0.761%	412,204	3,114	2024-04-30
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