Filing Research | BRITISH AMERICAN TOBACCO PLC Institutional Holdings

Snapshot holdings

50 / 249 loaded

#		Instrument	quantity
1	ABC ARBITRAGE SA	Shares	731.2KSH	$45.2M
2	Capricorn Fund Managers Ltd	Shares	435.3KSH	$26.9M
3	Adams Asset Advisors, LLC	Shares	343.0KSH	$21.2M
4	SBI Securities Co., Ltd.	Shares	260.9KSH	$16.1M
5	TrueMark Investments, LLC	Shares	258.1KSH	$15.9M
6	VIKING FUND MANAGEMENT LLC	Shares	230.0KSH	$14.2M
7	QRG CAPITAL MANAGEMENT, INC.	Shares	224.8KSH	$13.9M
8	FACTORY MUTUAL INSURANCE CO	Shares	224.8KSH	$13.9M
9	GATEWAY INVESTMENT ADVISERS LLC	Shares	187.1KSH	$11.6M
10	Dupree Financial Group, LLC	Shares	168.8KSH	$10.4M
11	Keystone Financial Planning, Inc.	Shares	165.3KSH	$10.2M
12	Savoir Faire Capital Management, L.P.	Shares	162.7KSH	$10.0M
13	DAVENPORT & Co LLC	Shares	139.8KSH	$8.6M
14	BENJAMIN EDWARDS INC	Shares	121.2KSH	$7.5M
15	Poehling Capital Management, INC.	Shares	119.1KSH	$7.4M
16	BUTENSKY & COHEN FINANCIAL SECURITY, INC	Shares	113.9KSH	$7.0M
17	HENNESSY ADVISORS INC	Shares	102.7KSH	$6.3M
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	97.3KSH	$5.8M
19	D.A. DAVIDSON & CO.	Shares	82.2KSH	$5.1M
20	First Bank & Trust	Shares	78.6KSH	$4.9M
21	CWA Asset Management Group, LLC	Shares	71.2KSH	$4.4M
22	Orca Wealth Management, LLC	Shares	69.8KSH	$4.3M
23	MERIDIAN INVESTMENT COUNSEL INC.	Shares	57.7KSH	$3.6M
24	Uncommon Cents Investing LLC	Shares	56.7KSH	$3.5M
25	HF Advisory Group, LLC	Shares	55.1KSH	$3.4M
26	SIGNATUREFD, LLC	Shares	54.6KSH	$3.4M
27	J.W. COLE ADVISORS, INC.	Shares	48.3KSH	$3.0M
28	FULTON BANK, N.A.	Shares	47.7KSH	$2.9M
29	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	45.4KSH	$2.8M
30	Range Financial Group LLC	Shares	43.7KSH	$2.7M
31	Townsend & Associates, Inc	Shares	42.2KSH	$2.6M
32	Wealth Science Advisors LLC	Shares	42.0KSH	$2.6M
33	Citizens National Bank Trust Department	Shares	41.1KSH	$2.5M
34	Envestnet Portfolio Solutions, Inc.	Shares	41.0KSH	$2.5M
35	AdvisorNet Financial, Inc	Shares	40.9KSH	$2.5M
36	Raleigh Capital Management Inc.	Shares	40.7KSH	$2.5M
37	Sequoia Financial Advisors, LLC	Shares	37.5KSH	$2.3M
38	EQUITABLE TRUST CO	Shares	37.3KSH	$2.3M
39	China Universal Asset Management Co., Ltd.	Shares	36.9KSH	$2.3M
40	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.	Shares	33.7KSH	$2.1M
41	Blue Trust, Inc.	Shares	33.5KSH	$2.1M
42	Perpetual Ltd	Shares	30.5KSH	$1.9M
43	MITCHELL & PAHL PRIVATE WEALTH, LLC	Shares	27.1KSH	$1.7M
44	NWAM LLC	Shares	26.5KSH	$1.6M
45	Brookstone Capital Management	Shares	26.4KSH	$1.6M
46	Aaron Wealth Advisors LLC	Shares	25.4KSH	$1.6M
47	Ipswich Investment Management Co., Inc.	Shares	25.0KSH	$1.5M
48	Venturi Wealth Management, LLC	Shares	24.5KSH	$1.5M
49	Y-Intercept (Hong Kong) Ltd	Shares	24.2KSH	$1.5M
50	Aprio Wealth Management, LLC	Shares	23.8KSH	$1.5M

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

50 / 264 loaded

#		Instrument
1	ABC ARBITRAGE SA added	Shares	+340.4K	+$22.3M	$45.2M
2	Capricorn Fund Managers Ltd added	Shares	+288.3K	+$18.3M	$26.9M
3	FACTORY MUTUAL INSURANCE CO added	Shares	+47.0K	+$3.5M	$13.9M
4	J.W. COLE ADVISORS, INC. new	Shares	+48.3K	+$3.0M	$3.0M
5	TrueMark Investments, LLC added	Shares	+33.3K	+$2.8M	$15.9M
6	Savoir Faire Capital Management, L.P. added	Shares	+38.2K	+$2.8M	$10.0M
7	QRG CAPITAL MANAGEMENT, INC. added	Shares	+22.6K	+$2.1M	$13.9M
8	VIKING FUND MANAGEMENT LLC added	Shares	+20.0K	+$1.9M	$14.2M
9	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. added	Shares	+17.7K	+$1.1M	$2.1M
10	Adams Asset Advisors, LLC unchanged	Shares	0	+$1.1M	$21.2M
11	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+15.0K	+$1.0M	$2.8M
12	Dupree Financial Group, LLC added	Shares	+4.8K	+$838.4K	$10.4M
13	Y-Intercept (Hong Kong) Ltd added	Shares	+12.8K	+$826.1K	$1.5M
14	D.A. DAVIDSON & CO. added	Shares	+8.1K	+$741.9K	$5.1M
15	CWA Asset Management Group, LLC added	Shares	+8.0K	+$702.9K	$4.4M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+9.0K	+$692.2K	$5.8M
17	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+332	+$634.9K	$11.6M
18	Curated Wealth Partners LLC new	Shares	+500.0K	+$584.0K	$584.0K
19	First Bank & Trust added	Shares	+5.3K	+$567.9K	$4.9M
20	BENJAMIN EDWARDS INC added	Shares	+2.1K	+$519.6K	$7.5M
21	Prospera Financial Services Inc added	Shares	+6.4K	+$434.2K	$1.2M
22	Ipswich Investment Management Co., Inc. added	Shares	+6.0K	+$433.1K	$1.5M
23	Keystone Financial Planning, Inc. trimmed	Shares	-2.0K	+$428.2K	$10.2M
24	HF Advisory Group, LLC added	Shares	+4.1K	+$420.3K	$3.4M
25	Orca Wealth Management, LLC added	Shares	+3.0K	+$403.0K	$4.3M
26	Wealth Science Advisors LLC added	Shares	+3.2K	+$396.1K	$2.6M
27	Poehling Capital Management, INC. trimmed	Shares	-486	+$363.4K	$7.4M
28	Sequoia Financial Advisors, LLC added	Shares	+4.1K	+$362.5K	$2.3M
29	SOUTHERN MICHIGAN BANK & TRUST new	Shares	+5.1K	+$315.0K	$315.0K
30	SIGNATUREFD, LLC added	Shares	+2.0K	+$294.7K	$3.4M
31	Fortis Group Advisors, LLC added	Shares	+4.7K	+$288.4K	$289.0K
32	Aprio Wealth Management, LLC added	Shares	+3.1K	+$260.5K	$1.5M
33	Cooper Financial Group new	Shares	+4.2K	+$258.4K	$258.4K
34	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+3.9K	+$255.8K	$471.0K
35	Trust Point Inc. new	Shares	+3.8K	+$232.9K	$232.9K
36	55 North Private Wealth, LLC new	Shares	+3.7K	+$228.4K	$228.4K
37	HENNESSY ADVISORS INC trimmed	Shares	-1.9K	+$226.8K	$6.3M
38	Townsend & Associates, Inc trimmed	Shares	-756	+$224.5K	$2.6M
39	Avior Wealth Management, LLC new	Shares	+3.6K	+$220.4K	$220.4K
40	Foster Group, Inc. new	Shares	+3.5K	+$213.1K	$213.1K
41	Comprehensive Financial Consultants Institutional, Inc. new	Shares	+3.4K	+$209.7K	$209.7K
42	Apollon Wealth Management, LLC added	Shares	+2.9K	+$207.4K	$671.2K
43	Balefire, LLC new	Shares	+3.3K	+$204.7K	$204.7K
44	Symmetry Partners, LLC new	Shares	+3.3K	+$203.1K	$203.1K
45	SBI Securities Co., Ltd. trimmed	Shares	-11.3K	+$200.4K	$16.1M
46	Uncommon Cents Investing LLC added	Shares	+210	+$198.8K	$3.5M
47	Cape Investment Advisory, Inc. new	Shares	+3.2K	+$196.0K	$196.0K
48	Bogart Wealth, LLC added	Shares	+2.8K	+$190.2K	$445.3K
49	Ballentine Partners, LLC added	Shares	+2.3K	+$187.0K	$990.0K
50	Farther Finance Advisors, LLC added	Shares	+2.0K	+$182.7K	$1.0M

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