Filing Research | BH - BIGLARI HLDGS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

16 / 16 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	4.1KSH	$1.7M
2	Rathbones Group PLC	Shares	1.7KSH	$724.3K
3	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	392SH	$167.0K
4	Police & Firemen's Retirement System of New Jersey	Shares	171SH	$72.9K
5	SIGNATUREFD, LLC	Shares	74SH	$31.5K
6	SIMS INVESTMENT MANAGEMENT, LLC	Shares	50SH	$21.3K
7	Farther Finance Advisors, LLC	Shares	27SH	$11.6K
8	EverSource Wealth Advisors, LLC	Shares	12SH	$5.1K
9	GAMMA Investing LLC	Shares	7SH	$3.0K
10	COUNTRY TRUST BANK	Shares	5SH	$2.1K
11	Hughes Financial Services, LLC	Shares	4SH	$1.7K
12	IFP Advisors, Inc	Shares	4SH	$1.7K
13	SALEM INVESTMENT COUNSELORS INC	Shares	1SH	$427
14	SBI Securities Co., Ltd.	Shares	1SH	$426
15	Wealth Enhancement Trust Services, Inc.	Shares	1SH	$426
16	State of Alaska, Department of Revenue	Shares	353SH	$150

Manager changes2026-06-30 vs 2026-03-31

17 / 17 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-205	+$323.5K	$1.7M
2	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$55.3K	$167.0K
3	SIGNATUREFD, LLC new	Shares	+74	+$31.5K	$31.5K
4	SIMS INVESTMENT MANAGEMENT, LLC new	Shares	+50	+$21.3K	$21.3K
5	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$16.5K	$72.9K
6	Hughes Financial Services, LLC new	Shares	+4	+$1.7K	$1.7K
7	EverSource Wealth Advisors, LLC added	Shares	+1	+$1.5K	$5.1K
8	Farther Finance Advisors, LLC trimmed	Shares	-5	+$918	$11.6K
9	COUNTRY TRUST BANK unchanged	Shares	0	+$482	$2.1K
10	Wealth Enhancement Trust Services, Inc. new	Shares	+1	+$426	$426
11	IFP Advisors, Inc unchanged	Shares	0	+$386	$1.7K
12	GAMMA Investing LLC trimmed	Shares	-1	+$345	$3.0K
13	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$97	$427
14	SBI Securities Co., Ltd. unchanged	Shares	0	+$96	$426
15	State of Alaska, Department of Revenue unchanged	Shares	0	+$35	$150
16	True Wealth Design, LLC exited	Shares	-1	-$330	$0
17	Rathbones Group PLC trimmed	Shares	-1.7K	-$396.4K	$724.3K

Filing Research | BH - BIGLARI HLDGS INC Institutional Holdings