← All institutions

Institutional Holdings

BHE

Ownership Summary

Institutions Holding
228
Total Shares Held
36,560,768
Total Value Held
$1,555,781,038
Quarter
2025-12-31

Active Positions

Increased Positions
5
163,544 shares
Decreased Positions
6
545,743 shares
Held Positions
1
1 shares
New Positions
214
35,851,480 shares
Sold Out Positions
2
63,300 shares
Institution Shares Value Change % of Portfolio Reported
GEODE CAPITAL MANAGEMENT, LLC 894,815 $38,269,409 New position 2025-12-31
Bank of New York Mellon Corp 318,875 $13,635,110 New position 2025-12-31
AMERIPRISE FINANCIAL INC 232,399 $9,937,932 New position 2025-12-31
OBERWEIS ASSET MANAGEMENT INC/ 198,300 $8,479,308 New position 2025-12-31
KENNEDY CAPITAL MANAGEMENT LLC 394,698 $16,877,286 New position 2025-12-31
PEREGRINE CAPITAL MANAGEMENT LLC 136,309 $5,828,573 New position 2025-12-31
Hillsdale Investment Management Inc. 96,230 $9,495,014 ▲ +11,680 0.22% 2026-06-30
MARTINGALE ASSET MANAGEMENT L P 74,649 $3,191,992 New position 2025-12-31
Russell Investments Group, Ltd. 38,357 $1,640,154 New position 2025-12-31
WEDGE CAPITAL MANAGEMENT L L P/NC 53,150 $5,244,311 ▲ +3,069 0.09% 2026-06-30
BNP PARIBAS FINANCIAL MARKETS 41,107 $1,757,735 New position 2025-12-31
Informed Momentum Co LLC 47,289 $4,666,006 New position 0.42% 2026-06-30
LEUTHOLD GROUP, LLC 47,626 $2,036,488 New position 2025-12-31
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 33,316 $1,424,592 New position 2025-12-31
NISA INVESTMENT ADVISORS, LLC 28,129 $2,780,270 ▼ -815 0.01% 2026-06-30
NEW YORK STATE COMMON RETIREMENT FUND 11,098 $474,550 New position 2025-12-31
MetLife Investment Management, LLC 20,444 $874,185 New position 2025-12-31
JONES FINANCIAL COMPANIES LLLP 7,404 $316,579 New position 2025-12-31
STRS OHIO 17,800 $761,128 New position 2025-12-31
Police & Firemen's Retirement System of New Jersey 9,876 $422,298 New position 2025-12-31
YOUSIF CAPITAL MANAGEMENT, LLC 9,535 $940,818 ▲ +49 0.01% 2026-06-30
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 8,119 $347,168 New position 2025-12-31
KLP KAPITALFORVALTNING AS 7,700 $330,365 New position 2025-12-31
CONNABLE OFFICE INC 9,193 $393,093 New position 2025-12-31
Pacific Ridge Capital Partners, LLC 19,246 $822,959 New position 2025-12-31
DARK FOREST CAPITAL MANAGEMENT LP 33,298 $1,423,822 New position 2025-12-31
TRUST POINT INC. 4,385 $432,669 ▲ +78 0.04% 2026-06-30
NEUBERGER BERMAN GROUP LLC 3,477 $343,076 New position 0.00% 2026-06-30
Cornerstone Investment Partners, LLC 2,872 $283,380 New position 0.01% 2026-06-30
DNB Asset Management AS 2,063 $203,556 New position 0.00% 2026-06-30
LOS ANGELES CAPITAL MANAGEMENT LLC 406 $17,682 New position 2025-12-31
Sterling Capital Management LLC 2,080 $88,941 New position 2025-12-31
PRIVATE TRUST CO NA 934 $39,938 New position 2025-12-31
MassMutual Private Wealth & Trust, FSB 244 $24,075 ▲ +52 0.00% 2026-06-30
HUNTINGTON NATIONAL BANK 166 $7,098 New position 2025-12-31
BESSEMER GROUP INC 65,681 $2,809 New position 2025-12-31
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 60,784 $2,599 New position 2025-12-31
Strengthening Families & Communities, LLC 35 $3,453 New position 0.00% 2026-06-30
FARMERS & MERCHANTS INVESTMENTS INC 24 $1,026 New position 2025-12-31
AMALGAMATED BANK 10,428 $446 New position 2025-12-31
Jackson Creek Investment Advisors LLC 7,926 $632 ▼ -23 0.21% 2026-06-30
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 6,818 $292 New position 2025-12-31
SBI Securities Co., Ltd. 1 $99 Unchanged 0.00% 2026-06-30
Covestor Ltd 228 $10 New position 2025-12-31
Divisadero Street Capital Management, LP 0 $0 Sold out 2026-06-30
Campbell & CO Investment Adviser LLC 0 $0 Sold out 2026-06-30
BlackRock, Inc. 5,578,718 $238,545,980 New position 2025-12-31
VANGUARD GROUP INC 4,903,016 $209,652,964 New position 2025-12-31
FRANKLIN RESOURCES INC 2,906,748 $124,292,544 New position 2025-12-31
DIMENSIONAL FUND ADVISORS LP 2,517,162 $107,636,024 New position 2025-12-31
EARNEST PARTNERS LLC 1,752,583 $74,940,449 New position 2025-12-31
STATE STREET CORP 1,389,766 $59,660,874 New position 2025-12-31
AMERICAN CENTURY COMPANIES INC 1,334,966 $57,083,147 New position 2025-12-31
FIRST TRUST ADVISORS LP 1,066,272 $45,593,790 New position 2025-12-31
Invesco Ltd. 920,178 $39,346,812 New position 2025-12-31
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 679,279 $29,045,970 New position 2025-12-31
WELLINGTON MANAGEMENT GROUP LLP 561,495 $24,009,526 New position 2025-12-31
Qube Research & Technologies Ltd 516,340 $22,078,698 New position 2025-12-31
Boston Partners 474,025 $20,731,693 New position 2025-12-31
GOLDMAN SACHS GROUP INC 463,873 $19,835,218 New position 2025-12-31
MORGAN STANLEY 423,203 $18,096,232 New position 2025-12-31
Tributary Capital Management, LLC 409,339 $17,503,336 ▼ -30,404 2025-12-31
Allianz Asset Management GmbH 401,207 $17,155,611 New position 2025-12-31
NORTHERN TRUST CORP 373,522 $15,971,801 New position 2025-12-31
Empowered Funds, LLC 320,222 $13,692,692 New position 2025-12-31
Aristotle Capital Boston, LLC 315,232 $13,479,320 New position 2025-12-31
JPMORGAN CHASE & CO 314,423 $13,444,727 New position 2025-12-31
FMR LLC 305,382 $13,058,146 New position 2025-12-31
BRIDGEWAY CAPITAL MANAGEMENT, LLC 278,701 $11,917,255 New position 2025-12-31
First Eagle Investment Management, LLC 250,469 $10,710,054 New position 2025-12-31
ENVESTNET ASSET MANAGEMENT INC 197,319 $8,437,348 New position 2025-12-31
Focus Partners Wealth 194,389 $8,312,105 New position 2025-12-31
TWO SIGMA INVESTMENTS, LP 181,488 $7,760,427 New position 2025-12-31
PRINCIPAL FINANCIAL GROUP INC 170,049 $7,271,295 New position 2025-12-31
JANE STREET GROUP, LLC 169,237 $7,236,574 New position 2025-12-31
VICTORY CAPITAL MANAGEMENT INC 161,438 $6,903,089 New position 2025-12-31
TEACHER RETIREMENT SYSTEM OF TEXAS 154,021 $6,585,938 New position 2025-12-31
WELLS FARGO & COMPANY/MN 151,643 $6,484,251 New position 2025-12-31
MILLENNIUM MANAGEMENT LLC 143,569 $6,139,010 New position 2025-12-31
HEARTLAND ADVISORS INC 125,000 $5,345,000 New position 2025-12-31
NICOLA WEALTH MANAGEMENT LTD. 124,600 $5,327,896 New position 2025-12-31
PUBLIC SECTOR PENSION INVESTMENT BOARD 123,517 $5,281,587 New position 2025-12-31
CITADEL ADVISORS LLC 115,573 $4,941,901 New position 2025-12-31
SEI INVESTMENTS CO 115,199 $4,925,907 New position 2025-12-31
Nuveen, LLC 112,827 $4,824,482 New position 2025-12-31
DEUTSCHE BANK AG\ 107,202 $4,583,958 New position 2025-12-31
RHUMBLINE ADVISERS 105,628 $4,516,636 New position 2025-12-31
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 97,919 $4,187,016 New position 2025-12-31
Brandywine Global Investment Management, LLC 94,130 $4,024,999 New position 2025-12-31
Legal & General Group Plc 91,528 $3,913,737 New position 2025-12-31
BARCLAYS PLC 88,515 $3,784,903 New position 2025-12-31
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 84,078 $3,595,175 New position 2025-12-31
Vest Financial, LLC 75,429 $3,225,344 New position 2025-12-31
INTECH INVESTMENT MANAGEMENT LLC 72,011 $3,079,190 New position 2025-12-31
Swiss National Bank 70,900 $3,031,684 New position 2025-12-31
UBS Group AG 68,841 $2,943,641 New position 2025-12-31
Creative Planning 68,833 $2,943,305 New position 2025-12-31
TWO SIGMA ADVISERS, LP 65,900 $2,817,884 New position 2025-12-31
PRUDENTIAL FINANCIAL INC 60,733 $2,596,943 New position 2025-12-31
AQR CAPITAL MANAGEMENT LLC 59,427 $2,541,120 New position 2025-12-31
BANK OF AMERICA CORP /DE/ 59,350 $2,537,806 ▼ -20,696 2025-12-31
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 54,870 $2,346,241 New position 2025-12-31
D. E. Shaw & Co., Inc. 53,585 $2,291,295 New position 2025-12-31
SUSQUEHANNA INTERNATIONAL GROUP, LLP 48,418 $2,070,354 New position 2025-12-31
ROYCE & ASSOCIATES LP 44,583 $1,906,369 New position 2025-12-31
GAMCO INVESTORS, INC. ET AL 37,678 $1,611,111 New position 2025-12-31
ALLIANCEBERNSTEIN L.P. 37,330 $1,596,231 New position 2025-12-31
STATE OF WISCONSIN INVESTMENT BOARD 34,788 $1,487,535 New position 2025-12-31
ExodusPoint Capital Management, LP 34,570 $1,478,213 New position 2025-12-31
Y-Intercept (Hong Kong) Ltd 33,881 $1,448,752 New position 2025-12-31
AlphaQuest LLC 31,519 $1,347,752 New position 2025-12-31
COMERICA BANK 31,456 $1,345,064 New position 2025-12-31
WINTON GROUP Ltd 30,468 $1,302,812 New position 2025-12-31
QUADRANT CAPITAL GROUP LLC 30,263 $1,294,046 New position 2025-12-31
VOYA INVESTMENT MANAGEMENT LLC 30,250 $1,293,490 New position 2025-12-31
STIFEL FINANCIAL CORP 29,233 $1,250,010 New position 2025-12-31
XTX Topco Ltd 28,382 $1,213,614 New position 2025-12-31
STEPHENS INC /AR/ 27,984 $1,196,596 New position 2025-12-31
OPPENHEIMER ASSET MANAGEMENT INC. 27,898 $1,192,918 New position 2025-12-31
Man Group plc 27,846 $1,190,695 New position 2025-12-31
TUDOR INVESTMENT CORP ET AL 27,578 $1,179,235 ▼ -5,882 2025-12-31
Connor, Clark & Lunn Investment Management Ltd. 24,778 $1,059,507 New position 2025-12-31
ROYAL BANK OF CANADA 22,052 $944,000 New position 2025-12-31
SummerHaven Investment Management, LLC 21,061 $900,568 New position 2025-12-31
LPL Financial LLC 20,817 $890,145 New position 2025-12-31
Verition Fund Management LLC 20,779 $888,510 New position 2025-12-31
Engineers Gate Manager LP 20,193 $863,453 New position 2025-12-31
Universal- Beteiligungs- und Servicegesellschaft mbH 19,198 $826,885 New position 2025-12-31
EntryPoint Capital, LLC 19,237 $822,574 New position 2025-12-31
Illinois Municipal Retirement Fund 17,787 $760,572 New position 2025-12-31
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 16,598 $709,730 New position 2025-12-31
Graham Capital Management, L.P. 16,487 $704,984 New position 2025-12-31
CITIGROUP INC 15,812 $676,122 New position 2025-12-31
JANUS HENDERSON GROUP PLC 15,687 $671,090 New position 2025-12-31
MANUFACTURERS LIFE INSURANCE COMPANY, THE 15,436 $660,043 New position 2025-12-31
Zurcher Kantonalbank (Zurich Cantonalbank) 15,364 $656,965 New position 2025-12-31
Quantinno Capital Management LP 14,909 $637,532 New position 2025-12-31
Truvestments Capital LLC 14,212 $607,710 New position 2025-12-31
RBF Capital, LLC 14,000 $598,640 New position 2025-12-31
FIRST NATIONAL BANK OF OMAHA 13,421 $573,881 ▼ -4 2025-12-31
Versor Investments LP 11,526 $492,852 New position 2025-12-31
Numerai GP LLC 11,509 $492,125 New position 2025-12-31
Inspire Investing, LLC 10,903 $466,212 New position 2025-12-31
Corient Private Wealth LLC 10,553 $451,247 New position 2025-12-31
Envestnet Portfolio Solutions, Inc. 10,410 $445,147 New position 2025-12-31
EVOLVE PRIVATE WEALTH, LLC 10,243 $439,744 New position 2025-12-31
Arizona State Retirement System 10,062 $430,251 New position 2025-12-31
VARCOV Co. 9,990 $427,172 New position 2025-12-31
State of Tennessee, Department of Treasury 8,043 $419,363 New position 2025-12-31
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 8,833 $377,699 New position 2025-12-31
FIRST CITIZENS BANK & TRUST CO 8,080 $345,500 New position 2025-12-31
CAPTRUST FINANCIAL ADVISORS 7,914 $338,414 New position 2025-12-31
Legacy Capital Group California, Inc. 7,360 $314,714 New position 2025-12-31
Crossmark Global Holdings, Inc. 7,158 $306,076 New position 2025-12-31
Mariner, LLC 6,970 $297,827 New position 2025-12-31
ProShare Advisors LLC 6,952 $297,268 New position 2025-12-31
Brevan Howard Capital Management LP 6,362 $272,039 New position 2025-12-31
Brooklyn Investment Group 5,923 $263,337 New position 2025-12-31
Integrated Investment Consultants, LLC 5,567 $238,045 New position 2025-12-31
HOHIMER WEALTH MANAGEMENT, LLC 5,566 $238,002 New position 2025-12-31
Pathstone Holdings, LLC 5,484 $234,565 New position 2025-12-31
LAZARD ASSET MANAGEMENT LLC 5,196 $222,181 New position 2025-12-31
Maryland State Retirement & Pension System 5,163 $220,770 New position 2025-12-31
Pictet Asset Management Holding SA 4,871 $208,284 New position 2025-12-31
US BANCORP \DE\ 4,446 $190,111 New position 2025-12-31
PNC FINANCIAL SERVICES GROUP, INC. 3,794 $162,245 New position 2025-12-31
Pinnacle Wealth Planning Services, Inc. 3,050 $130,418 New position 2025-12-31
Ameritas Investment Partners, Inc. 2,987 $127,724 New position 2025-12-31
Tower Research Capital LLC (TRC) 2,750 $117,590 New position 2025-12-31
ROSS\JOHNSON & Associates LLC 2,510 $107,328 New position 2025-12-31
Eurizon Capital SGR S.p.A. 2,314 $100,863 New position 2025-12-31
Kemnay Advisory Services Inc. 1,854 $79,277 New position 2025-12-31
Parallel Advisors, LLC 1,744 $74,573 New position 2025-12-31
Parkside Financial Bank & Trust 1,446 $61,832 New position 2025-12-31
Clearstead Advisors, LLC 1,363 $58,282 New position 2025-12-31
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1,329 $56,828 New position 2025-12-31
Global Retirement Partners, LLC 1,118 $47,809 New position 2025-12-31
Kestra Advisory Services, LLC 978 $41,818 New position 2025-12-31
BROWN BROTHERS HARRIMAN & CO 811 $34,678 New position 2025-12-31
State of Wyoming 626 $26,768 New position 2025-12-31
Rockefeller Capital Management L.P. 609 $26,041 New position 2025-12-31
UMB Bank, n.a. 554 $23,689 New position 2025-12-31
NOMURA ASSET MANAGEMENT CO LTD 500 $21,380 New position 2025-12-31
Arax Advisory Partners 417 $17,831 New position 2025-12-31
Smartleaf Asset Management LLC 322 $14,052 New position 2025-12-31
FIFTH THIRD BANCORP 312 $13,341 New position 2025-12-31
Aquatic Capital Management LLC 311 $13,298 New position 2025-12-31
Salomon & Ludwin, LLC 293 $12,965 New position 2025-12-31
Quarry LP 216 $9,236 New position 2025-12-31
MJT & Associates Financial Advisory Group, Inc. 174 $7,442 New position 2025-12-31
Aster Capital Management (DIFC) Ltd 166 $7,098 New position 2025-12-31
CSM Advisors, LLC 136,420 $5,833 New position 2025-12-31
Torren Management, LLC 127 $5,431 New position 2025-12-31
Root Financial Partners, LLC 122 $5,217 New position 2025-12-31
GROUP ONE TRADING LLC 100 $4,276 New position 2025-12-31
Allworth Financial LP 90 $3,849 New position 2025-12-31
Optiver Holding B.V. 86 $3,677 New position 2025-12-31
ROTHSCHILD INVESTMENT LLC 78 $3,335 New position 2025-12-31
OSAIC HOLDINGS, INC. 69 $2,971 New position 2025-12-31
Steward Partners Investment Advisory, LLC 64 $2,737 New position 2025-12-31
HANTZ FINANCIAL SERVICES, INC. 56,227 $2,404 New position 2025-12-31
Elyxium Wealth, LLC 55 $2,352 New position 2025-12-31
Geneos Wealth Management Inc. 51 $2,181 New position 2025-12-31
PRICE T ROWE ASSOCIATES INC /MD/ 38,340 $1,640 New position 2025-12-31
CANADA LIFE ASSURANCE Co 31,671 $1,355 New position 2025-12-31
PICTON MAHONEY ASSET MANAGEMENT 27 $1,155 New position 2025-12-31
THRIVENT FINANCIAL FOR LUTHERANS 24,516 $1,048 New position 2025-12-31
Summit Global Investments 24,416 $1,044 New position 2025-12-31
Annis Gardner Whiting Capital Advisors, LLC 24 $1,027 New position 2025-12-31
NATIXIS ADVISORS, LLC 22,858 $977 New position 2025-12-31
Bruce G. Allen Investments, LLC 15 $641 New position 2025-12-31
EverSource Wealth Advisors, LLC 10 $428 New position 2025-12-31
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 9,028 $387 New position 2025-12-31
Ankerstar Wealth, LLC 8 $343 New position 2025-12-31
CIBC Private Wealth Group LLC 8 $342 New position 2025-12-31
Cedar Mountain Advisors, LLC 7 $299 New position 2025-12-31
Janney Montgomery Scott LLC 6,653 $284 New position 2025-12-31
Virtu Financial LLC 6,642 $284 New position 2025-12-31
Larson Financial Group LLC 6 $257 New position 2025-12-31
Vestcor Inc 5,182 $222 New position 2025-12-31
GILPIN WEALTH MANAGEMENT, LLC 4 $172 New position 2025-12-31
KBC Group NV 2,584 $110 New position 2025-12-31
CWM, LLC 1,780 $76 New position 2025-12-31
Camelot Portfolios, LLC 1 $59 New position 2025-12-31
BNP Paribas Asset Management Holding S.A. 1,141 $48 New position 2025-12-31
Dunhill Financial, LLC 1 $25 New position 2025-12-31
HAZLETT, BURT & WATSON, INC. 332 $14 New position 2025-12-31
T. Rowe Price Investment Management, Inc. 57 $3 New position 2025-12-31