Overview Institutions Holdings

13F long positions as filed. Not full AUM, not shorts.

BROWN ADVISORY INC · Mosaic

Institution · CIK 0001345929 · 2026 Q2 · vs 2026 Q1 · Filed 14 Aug 2026 (9 days ago)

BROWN ADVISORY INC

Reported book: $64.6B
Positions: 1,330

Reported book trail

53 quarters on file · 2013 Q2 to 2026 Q2

2013 Q22015 Q12017 Q12018 Q42020 Q42022 Q32024 Q32026 Q2

The book

Top 200 of 1,330 positions · 87% of the book

CutAdded· vs 2026 Q1

MSFT$3.2B▼ -$423.2M TSM$2.9B▲ +$778.8M GOOG$2.8B▲ +$843.4M V$2.4B▲ +$140.8M NVDA$2.1B▲ +$360.7M MA$1.8B· +$24.3M BAFE$1.6B▲ +$197.9M IVV$1.5B▲ +$383.2M AMZN$1.5B▼ -$120.0M AAPL$1.2B▲ +$148.3M GE$892.9M▲ +$148.3M DSPY$865.4M▲ +$115.5M SCHW$859.9M· +$692.0K SPY$800.8M▲ +$170.8M VTI$798.5M▲ +$89.8M GOOGL$711.1M AVGO$684.5M▼ -$66.2M EW$666.3M▲ +$103.4M ASML$621.7M MRVL$552.4M BKNG$522.1M EFX$521.9M DHR$500.7M BRK-B$493.9M PGR$483.7M KKR$463.2M FERG$452.7M SPOT$448.8M AZO$436.2M BASG$435.4M META$432.4M ISRG$423.4M EAGL$414.5M CARR$410.8M JPM$401.7M BASV$389.5M WST$386.0M MELI$381.7M PANW UBER SNOW VOO ANET DDOG CTAS HDB URI UNH CDNS AJG ABNB IJR JNJ IWM WCN VEU KLAC XOM MPWR ECL ALLE TKR IWF VIG COST IOT SHOP ABBV BAC INTU ELV ADI OII IJT ARES IWD MRK RSP TJX VT PG BRK-A LLY SU IEMG GOVT BTSG BX LOW CSCO MDLZ ACWI HQY VEA BIPC AS QQQ ESTA ACGL VGT SAP SOXX HD PB IEFA BAIV TLN CAT EHC LNTH USFD

Shares added · vs 2026 Q1

Ranked by dollar move

GOOG$2.8B held · +16% of shares · +$843.4M value+1.11M sh
IVV$1.5B held · +17% of shares · +$383.2M value+291.8K sh
NVDA$2.1B held · +6% of shares · +$360.7M value+552.3K sh
ANET$312.5M held · +7796% of shares · +$309.7M value+1.82M sh
PGR$483.7M held · +43% of shares · +$176.5M value+664.5K sh
SPY$800.8M held · +11% of shares · +$170.8M value+103.6K sh
AAPL$1.2B held · +0% of shares · +$148.3M value+19.1K sh
DSPY$865.4M held · +0% of shares · +$115.5M value+2.0K sh
KLAC$251.9M held · -13% of shares · +$110.9M value · 10:1 split-122.5K sh
SOXX$109.6M held · +7385% of shares · +$108.8M value+168.7K sh
EW$666.3M held · +5% of shares · +$103.4M value+336.5K sh
IJR$263.8M held · +36% of shares · +$100.9M value+468.0K sh
BASV$389.5M held · +7% of shares · +$71.0M value+822.0K sh
COF$77.4M held · +546% of shares · +$66.5M value+326.1K sh
ADM$66.5M held · +11425% of shares · +$65.9M value+862.8K sh
VOO$333.9M held · +8% of shares · +$63.7M value+34.0K sh
EAGL$414.5M held · +11% of shares · +$61.4M value+1.28M sh
HDB$291.8M held · +18% of shares · +$53.8M value+1.73M sh
LMRI$65.2M held · +239% of shares · +$50.5M value+4.07M sh
LNTH$101.6M held · +33% of shares · +$49.4M value+228.1K sh
IJT$200.0M held · +7% of shares · +$48.7M value+74.4K sh
CSCO$131.7M held · +3% of shares · +$47.1M value+31.1K sh
IEMG$144.0M held · +25% of shares · +$46.9M value+345.6K sh
GLW$65.7M held · +69% of shares · +$44.9M value+104.7K sh
SHOP$220.1M held · +29% of shares · +$43.3M value+436.9K sh
JPM$401.7M held · +1% of shares · +$42.8M value+7.1K sh
CAT$103.1M held · +11% of shares · +$41.0M value+9.2K sh
BAIV$104.8M held · +48% of shares · +$38.5M value+1.32M sh
APH$84.8M held · +31% of shares · +$38.3M value+112.9K sh
VEU$253.5M held · +5% of shares · +$38.0M value+156.7K sh
SAP$110.2M held · +67% of shares · +$37.1M value+288.2K sh
GH$66.8M held · +35% of shares · +$36.4M value+116.0K sh
LLY$145.3M held · +1% of shares · +$35.5M value+1.7K sh
EHC$102.4M held · +46% of shares · +$35.3M value+319.6K sh
VGT$111.7M held · +1% of shares · +$30.7M value · 8:1 split+5.8K sh
QQQ$113.5M held · +7% of shares · +$30.2M value+9.8K sh
QTWO$39.6M held · +274% of shares · +$29.2M value+603.4K sh
IEFA$106.7M held · +29% of shares · +$29.0M value+246.9K sh
NOVT$82.6M held · +11% of shares · +$28.4M value+50.4K sh
ACWI$124.2M held · +14% of shares · +$28.4M value+99.0K sh
BND$65.7M held · +75% of shares · +$28.0M value+383.5K sh
WSO$63.2M held · +47% of shares · +$25.8M value+48.8K sh
IWF$239.0M held · -4% of shares · +$24.9M value · 4:1 split-83.3K sh
TLN$104.5M held · +9% of shares · +$24.8M value+22.3K sh
INTC$35.8M held · +1% of shares · +$24.6M value+2.6K sh
PLTR$25.6M held · +1011% of shares · +$22.7M value+199.5K sh
PG$154.0M held · +15% of shares · +$22.4M value+139.0K sh
TBBK$71.4M held · +24% of shares · +$22.1M value+222.8K sh
HEI$59.2M held · +21% of shares · +$21.4M value+28.4K sh
VXUS$43.1M held · +70% of shares · +$20.3M value+208.2K sh
GEV$53.7M held · +19% of shares · +$20.2M value+7.3K sh
SPSB$20.2M held · +7456% of shares · +$20.0M value+665.7K sh
VERX$40.7M held · +96% of shares · +$19.2M value+1.74M sh
VEA$120.4M held · +6% of shares · +$18.6M value+100.5K sh
JNJ$261.1M held · +3% of shares · +$16.8M value+28.5K sh
AZO$436.2M held · +10% of shares · +$16.7M value+12.3K sh
DFAS$72.4M held · +11% of shares · +$16.2M value+88.6K sh
USFD$100.5M held · +7% of shares · +$16.1M value+68.1K sh
VYX$37.0M held · +37% of shares · +$16.1M value+1.22M sh
ICLR$35.1M held · +17% of shares · +$16.0M value+29.0K sh
WLY$61.4M held · +5% of shares · +$15.4M value+57.2K sh
BKNG$522.1M held · -3% of shares · +$15.3M value · 25:1 split-80.1K sh
ARTY$33.2M held · +12% of shares · +$15.1M value+47.5K sh
IBM$82.1M held · +4% of shares · +$14.3M value+12.1K sh
KMTS$48.6M held · +11% of shares · +$14.2M value+185.3K sh
MRK$175.5M held · +2% of shares · +$14.2M value+24.6K sh
FIS$25.5M held · +170% of shares · +$14.1M value+413.8K sh
BMO$14.4M held · +3334% of shares · +$14.1M value+79.0K sh
XLK$37.6M held · +11% of shares · +$14.0M value+20.2K sh
TROW$60.3M held · +3% of shares · +$14.0M value+16.8K sh
IRDM$28.1M held · +0% of shares · +$13.9M value+283 sh
CWST$65.0M held · +3% of shares · +$13.5M value+20.7K sh
C$67.2M held · +1% of shares · +$13.4M value+5.7K sh
OEF$43.0M held · +24% of shares · +$12.8M value+22.6K sh
FFBC$42.5M held · +17% of shares · +$12.6M value+185.3K sh
Q$32.0M held · +14% of shares · +$12.1M value+23.4K sh
CCC$85.3M held · +2% of shares · -$11.9M value+331.2K sh
CMI$38.0M held · +9% of shares · +$11.6M value+4.3K sh
IOSP$33.2M held · +38% of shares · +$11.6M value+112.0K sh
SMPL$28.2M held · +83% of shares · +$11.5M value+962.6K sh
CRWD$23.1M held · +2% of shares · +$11.5M value+554 sh
SMH$12.0M held · +935% of shares · +$11.4M value+16.6K sh
AXP$93.5M held · +2% of shares · +$11.3M value+4.8K sh
SCHB$78.7M held · +0% of shares · +$10.7M value+7.2K sh
MS$38.6M held · +8% of shares · +$10.4M value+13.2K sh
EEFT$41.2M held · +18% of shares · +$9.5M value+85.9K sh
JHX$29.9M held · +6% of shares · +$9.4M value+59.8K sh
NXPI$30.2M held · +0% of shares · +$9.1M value+121 sh
HD$108.4M held · +2% of shares · +$8.9M value+4.9K sh
LZB$26.3M held · +19% of shares · +$8.6M value+105.3K sh
HMN$42.8M held · +3% of shares · +$8.4M value+22.2K sh
KIDS$32.1M held · +11% of shares · +$8.0M value+161.0K sh
DOV$62.0M held · +7% of shares · +$8.0M value+17.5K sh
PNR$27.1M held · +57% of shares · +$7.5M value+128.2K sh
NSC$25.9M held · +22% of shares · +$6.5M value+14.7K sh
SW$31.2M held · +9% of shares · +$6.5M value+54.1K sh
TXN$17.9M held · +2% of shares · +$6.5M value+1.1K sh
VGSH$40.9M held · +19% of shares · +$6.5M value+114.4K sh
WBS$6.5M held · +2044% of shares · +$6.2M value+80.9K sh
ADP$53.6M held · +2% of shares · +$5.9M value+4.8K sh

1–100 of 480

Shares cut · vs 2026 Q1

Ranked by dollar move

TSM$2.9B held · -3% of shares · +$778.8M value-164.5K sh
ADSK$81.9M held · -84% of shares · -$532.2M value-2.14M sh
ZTS$4.2M held · -99% of shares · -$490.9M value-4.13M sh
MSFT$3.2B held · -12% of shares · -$423.2M value-1.21M sh
INTU$208.5M held · -29% of shares · -$277.9M value-326.1K sh
WDAY$3.3M held · -99% of shares · -$248.7M value-1.91M sh
VLTO$26.1M held · -90% of shares · -$239.9M value-2.71M sh
BAFE$1.6B held · -1% of shares · +$197.9M value-647.1K sh
ASML$621.7M held · -5% of shares · +$185.0M value-18.1K sh
MPWR$249.5M held · -53% of shares · -$165.9M value-199.5K sh
ISRG$423.4M held · -16% of shares · -$161.6M value-204.3K sh
GE$892.9M held · -9% of shares · +$148.3M value-234.9K sh
V$2.4B held · -7% of shares · +$140.8M value-493.9K sh
EFX$521.9M held · -10% of shares · -$135.2M value-360.8K sh
NOW$31.5M held · -78% of shares · -$121.3M value-1.14M sh
AMZN$1.5B held · -19% of shares · -$120.0M value-1.47M sh
GOOGL$711.1M held · -4% of shares · +$116.3M value-78.6K sh
UBER$347.7M held · -24% of shares · -$107.9M value-1.52M sh
URI$290.3M held · -4% of shares · +$96.0M value-10.5K sh
KKR$463.2M held · -16% of shares · -$94.8M value-986.0K sh
UNH$288.2M held · -4% of shares · +$92.9M value-28.2K sh
VTI$798.5M held · -2% of shares · +$89.8M value-51.2K sh
IOT$230.6M held · -30% of shares · -$89.5M value-2.99M sh
SNOW$334.9M held · -20% of shares · +$88.3M value-319.1K sh
FCNCA$76.1M held · -58% of shares · -$88.1M value-50.5K sh
COST$232.3M held · -22% of shares · -$84.4M value-69.5K sh
HLT$62.4M held · -61% of shares · -$83.7M value-291.6K sh
PANW$361.3M held · -39% of shares · +$81.1M value-688.3K sh
NFLX$53.0M held · -46% of shares · -$78.9M value-629.6K sh
TKR$247.5M held · -1% of shares · +$75.3M value-9.5K sh
AVGO$684.5M held · -25% of shares · -$66.2M value-613.3K sh
META$432.4M held · -11% of shares · -$63.5M value-99.1K sh
XOM$249.8M held · -1% of shares · -$63.4M value-19.1K sh
AJG$282.4M held · -22% of shares · -$59.9M value-350.4K sh
MRVL$552.4M held · -63% of shares · +$59.7M value-3.12M sh
FERG$452.7M held · -13% of shares · -$56.6M value-275.8K sh
DHR$500.7M held · -10% of shares · -$54.2M value-298.1K sh
NATL$804.0K held · -98% of shares · -$50.4M value-1.16M sh
WST$386.0M held · -20% of shares · +$50.0M value-265.6K sh
CDNS$283.1M held · -37% of shares · -$49.6M value-442.9K sh
BASG$435.4M held · -4% of shares · +$48.1M value-701.0K sh
ELV$206.1M held · -1% of shares · +$47.8M value-7.7K sh
CARR$410.8M held · -31% of shares · -$45.0M value-2.49M sh
BTSG$136.6M held · -10% of shares · +$44.3M value-208.3K sh
DELL$77.9M held · -19% of shares · +$41.5M value-41.2K sh
ECL$248.3M held · -18% of shares · -$40.2M value-193.5K sh
SU$145.0M held · -4% of shares · -$40.1M value-98.3K sh
SPGI$57.4M held · -38% of shares · -$40.0M value-88.0K sh
MU$58.9M held · -25% of shares · +$36.0M value-16.7K sh
ALLE$247.7M held · -9% of shares · -$34.5M value-179.2K sh
TT$51.3M held · -49% of shares · -$34.1M value-100.6K sh
MELI$381.7M held · -6% of shares · -$33.3M value-15.1K sh
DT$62.3M held · -44% of shares · -$32.2M value-1.14M sh
ARES$180.9M held · -17% of shares · -$31.9M value-325.8K sh
AMAT$67.1M held · -10% of shares · +$31.7M value-10.7K sh
ABBV$219.1M held · -0% of shares · +$28.9M value-4.0K sh
ILMN$99.9M held · -4% of shares · +$26.9M value-24.1K sh
ADI$202.9M held · -8% of shares · +$26.3M value-44.4K sh
ESTA$112.7M held · -14% of shares · +$26.0M value-213.7K sh
BAC$209.2M held · -2% of shares · +$25.9M value-87.5K sh
GRDN$21.9M held · -58% of shares · -$25.5M value-735.2K sh
BFAM$29.6M held · -38% of shares · -$25.4M value-252.6K sh
CNI$25.8M held · -56% of shares · -$24.6M value-273.7K sh
MA$1.8B held · -1% of shares · +$24.3M value-47.5K sh
FLEX$43.9M held · -13% of shares · +$23.6M value-39.3K sh
HEI-A$40.1M held · -48% of shares · -$23.5M value-145.7K sh
BRKR$86.9M held · -19% of shares · +$22.6M value-336.4K sh
WCN$254.0M held · -10% of shares · -$22.2M value-176.6K sh
ALNY$23.3M held · -42% of shares · -$21.0M value-56.6K sh
VIG$232.7M held · -0% of shares · +$20.6M value-2.9K sh
OPLN$83.3M held · -7% of shares · +$20.1M value-148.2K sh
CMCSA$18.9M held · -43% of shares · -$20.0M value-585.9K sh
ODFL$57.2M held · -33% of shares · -$19.9M value-130.5K sh
TMUS$46.5M held · -12% of shares · -$19.4M value-36.5K sh
IWD$177.1M held · -1% of shares · +$19.2M value-8.3K sh
DDOG$312.2M held · -57% of shares · -$19.2M value-1.61M sh
ACN$22.7M held · -13% of shares · -$19.0M value-27.8K sh
DBRG$12.3M held · -61% of shares · -$18.2M value-1.20M sh
NOMD$44.5M held · -38% of shares · -$18.1M value-2.45M sh
GLD$88.5M held · -2% of shares · -$17.3M value-5.6K sh
SLB$66.7M held · -11% of shares · -$16.5M value-184.9K sh
GWRE$48.8M held · -9% of shares · -$16.1M value-37.6K sh
GNRC$69.5M held · -46% of shares · -$15.8M value-199.4K sh
BELFB$771.0K held · -97% of shares · -$15.5M value-79.8K sh
SITM$64.7M held · -39% of shares · +$15.4M value-56.1K sh
ANDG$81.7M held · -11% of shares · +$15.3M value-273.7K sh
CTAS$305.2M held · -5% of shares · -$15.3M value-100.6K sh
CTS$64.0M held · -4% of shares · +$15.2M value-39.8K sh
TECH$91.0M held · -11% of shares · +$15.1M value-163.5K sh
IWM$258.4M held · -12% of shares · +$14.9M value-121.7K sh
ABNB$275.6M held · -16% of shares · -$14.9M value-374.5K sh
TJX$160.2M held · -3% of shares · -$14.4M value-36.0K sh
VT$156.0M held · -3% of shares · +$14.2M value-31.2K sh
CASY$39.9M held · -32% of shares · -$14.2M value-24.1K sh
FUL$43.0M held · -20% of shares · -$13.7M value-181.5K sh
ST$59.5M held · -4% of shares · +$13.5M value-58.6K sh
CW$64.8M held · -25% of shares · -$13.3M value-29.1K sh
BWXT$9.7M held · -56% of shares · -$13.3M value-62.5K sh
LOW$131.9M held · -3% of shares · -$13.1M value-15.4K sh
BELFA$36.7M held · -6% of shares · +$12.5M value-8.5K sh

1–100 of 588

Opened (128)

2 moved by a corporate action (dashed).

Closed (68)

9 moved by a corporate action (dashed).

CABO HOHOLX MAMASI

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