Blue Ridge Bankshares, Inc. (BRBS) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

93,383,333Shares Outstanding

1,773,730Shares held by institutions

$7,556,090Value of institutional holdings

37.91%Institutional ownership %

5.79%Shares Changed QoQ

102No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 102 institutions have reported a stake in Blue Ridge Bankshares, Inc. (NYSE:BRBS) as of December 2025, according to recent 13F filings with the SEC.

The percentage of Blue Ridge Bankshares owned by institutions changed from 36.2% in September 2025 to 37.9% in December 2025, marking a slight up trend.
Quarterly data indicates a 5.79% shift in institutional share volume, and the annual owner count reflects an increase of 12.09%.
A review of institutional activity for Blue Ridge Bankshares shows 52 of 102 filers increasing their positions, while 24 reduced their stake, and 26 remained unchanged.
This class of investors increased its holdings in Blue Ridge Bankshares to 35.40Mn shares for the 13F-cycle ending December 2025, up by 1.94Mn shares quarter on quarter, and up 12.59Mn shares year over year.
As of December 31, 2025, WELLINGTON MANAGEMENT GROUP LLP held Blue Ridge Bankshares's largest shareholding position with over 6.65Mn shares, representing 7.12% of total outstanding shares.
Among the most significant buyers of Blue Ridge Bankshares during December 2025 were WELLINGTON MANAGEMENT GROUP LLP (2.32Mn), ALGEBRIS (UK) LTD (1.24Mn), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (555.76K), Azora Capital LP (469.32K), VANGUARD GROUP INC (361.00K).
Leading sellers of Blue Ridge Bankshares stock in December 2025 included ALLIANCEBERNSTEIN L.P. (3.53Mn), JACOBS ASSET MANAGEMENT, LLC (120.11K), BANC FUNDS CO LLC (115.92K), GENDELL JEFFREY L (97.61K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (86.19K).
The top 10 institutional holders of Blue Ridge Bankshares for the quarter ending December 2025 included WELLINGTON MANAGEMENT GROUP LLP (6.65Mn), Azora Capital LP (4.94Mn), BlackRock, Inc. (3.86Mn), VANGUARD GROUP INC (3.32Mn), BANC FUNDS CO LLC (2.03Mn), GEODE CAPITAL MANAGEMENT, LLC (1.29Mn), ALGEBRIS (UK) LTD (1.24Mn), STATE STREET CORP (1.07Mn), GRAHAM CAPITAL WEALTH MANAGEMENT, LLC (998.94K), ALLIANCEBERNSTEIN L.P. (838.95K).

102 Institutional Holders

1,773,730 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	6,652,150	2,324,750	53.72%	$28,404,680.00
Azora Capital LP	31 Dec, 2025	4,937,973	469,316	10.50%	$21,085,145.00
BlackRock, Inc.	31 Dec, 2025	3,855,879	59,111	1.56%	$16,464,602.00
VANGUARD GROUP INC	31 Dec, 2025	3,320,121	360,997	12.20%	$14,176,917.00
BANC FUNDS CO LLC	31 Dec, 2025	2,029,033	-115,916	-5.40%	$8,663,971.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,286,411	34,772	2.78%	$5,493,584.00
ALGEBRIS (UK) LTD	31 Dec, 2025	1,242,328	1,242,328	0.00%	$5,307,222.00
STATE STREET CORP	31 Dec, 2025	1,065,329	65,776	6.58%	$4,548,955.00
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	31 Dec, 2025	998,937	-12,914	-1.28%	$4,265,463.00
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	838,952	-3,533,600	-80.81%	$3,582,325.00
Elizabeth Park Capital Advisors, Ltd.	31 Dec, 2025	803,446	0	0.00%	$3,438,749.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	778,272	135,681	21.11%	$3,322,355.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	625,322	53,176	9.29%	$2,670,125.00
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	31 Dec, 2025	558,872	555,764	17,881.72%	$51,108,879.00
NORTHERN TRUST CORP	31 Dec, 2025	516,071	-42,045	-7.53%	$2,203,624.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	481,153	853	0.18%	$2,054,523.00
EJF Capital LP	31 Dec, 2025	451,831	100,000	28.42%	$1,929,318.00
JACOBS ASSET MANAGEMENT, LLC	31 Dec, 2025	287,378	-120,106	-29.48%	$1,227,104.00
MORGAN STANLEY	31 Dec, 2025	259,620	41,769	19.17%	$1,108,580.00
KENNEDY CAPITAL MANAGEMENT LLC	31 Dec, 2025	229,490	-40,184	-14.90%	$979,922.00

1 - 20 of 102

Research Tools