Baldwin Insurance BWIN Institutional Ownership

NASDAQ BWIN

$31.89 +0.02 (+0.06%)

At close: Oct 20, 2026 · 4:00 PM EDT

Institutions by Trading Activity

229 Institutions

Increased 112 48.9%

Unchanged 41 17.9%

Reduced 76 33.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

64.49%

▲+1.26 pp QoQ

Shares Held by Institutions

89.91Mn

of 139.43Mn outstanding

▲+0.25% QoQ

Shares Outstanding

139.43Mn

49.52Mn held outside 13F filers

Institutional Investors

229

filed 13F for Jun 2026

▲+15 vs prior quarter

Net Shares Added (QoQ)

+220.33K

accumulated since last quarter

Value of Holdings

$2.87Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Updated Oct 11, 2026

Baldwin Insurance Group, Inc. (NASDAQ:BWIN) was held by 229 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

Collectively, these holders controlled 64.49% of Baldwin Insurance's outstanding shares in Q2 2026, up from 63.23% in Q1 2026.
Total shares held in BWIN rose 0.25% from Q1 2026; the number of holders rose 3.15% from Q2 2025.
Among the 229 holders of Baldwin Insurance, 112 added to their positions, 76 reduced their stakes and 41 left their positions unchanged.
Altogether, institutional holders owned 89.91Mn BWIN shares at the end of Q2 2026, up 220.33K from the prior quarter and up 13.96Mn from a year earlier.
FMR LLC was the top holder of Baldwin Insurance as of June 30, 2026, with 14.75Mn shares, or 10.58% of shares outstanding.
Among existing holders, the largest additions to Baldwin Insurance in Q2 2026 came from Woodline Partners LP (+1.77Mn shares), Frontier Capital Management Co LLC (+995.21K shares), FMR LLC (+798.15K shares), BlackRock, Inc. (+600.65K shares) and Point72 Asset Management, L.P. (+591.21K shares).
Among holders that kept a stake in Baldwin Insurance, the biggest sellers in Q2 2026 were Nomura Holdings Inc (-1.48Mn shares), Bank of New York Mellon Corp (-840.74K shares), Westwood Holdings Group Inc (-638.83K shares), Fiera Capital Corp (-447.4K shares) and Man Group plc (-370.82K shares).
Per Business Quant, the top 10 investors in BWIN for the quarter ended June 30, 2026 were FMR LLC (14.75Mn shares), BlackRock, Inc. (7.25Mn shares), William Blair Investment Management, LLC (6.73Mn shares), Vanguard Portfolio Management LLC (3.26Mn shares), Vanguard Capital Management LLC (3.17Mn shares), Bank of New York Mellon Corp (3.08Mn shares), BAMCO Inc (2.71Mn shares), State Street Corp (2.67Mn shares), Geode Capital Management, LLC (2.34Mn shares) and Morgan Stanley (2.28Mn shares).

Form 13F Holdings

229 Institutional Holders

Report period 30 Jun, 2026

Total shares held 89.91Mn

Of outstanding 64.49%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	FMR LLC	0000315066	14,752,216	10.58%	▲798,154	+5.72%	$392.11Mn
2	BlackRock, Inc.	0002012383	7,251,950	5.20%	▲600,650	+9.03%	$192.76Mn
3	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0001644956	6,732,965	4.83%	▼61,527	-0.91%	$178.96Mn
4	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	3,262,912	2.34%	▼212,219	-6.11%	$86.73Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,166,381	2.27%	▼298,538	-8.62%	$84.16Mn
6	Bank of New York Mellon Corp	0001390777	3,077,351	2.21%	▼840,736	-21.46%	$81.80Mn
7	BAMCO INC /NY/	0001017918	2,712,386	1.95%	▲2,318	+0.09%	$72.10Mn
8	State Street Corp	0000093751	2,665,874	1.91%	▲192,620	+7.79%	$70.83Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	2,339,453	1.68%	▲188,420	+8.76%	$62.19Mn
10	Morgan Stanley	0000895421	2,277,033	1.63%	▲473,826	+26.28%	$60.52Mn
11	Woodline Partners LP	0001784547	2,264,135	1.62%	▲1,774,195	+362.12%	$60.18Mn
12	FRONTIER CAPITAL MANAGEMENT CO LLC	0000351173	2,097,658	1.50%	▲995,206	+90.27%	$55.76Mn
13	T. Rowe Price Investment Management, Inc.	0001897612	2,010,989	1.44%	▲438,186	+27.86%	$53.45K
14	Westwood Holdings Group Inc	0001165002	1,938,370	1.39%	▼638,826	-24.79%	$51.52Mn
15	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	0000921739	1,912,711	1.37%	▼67,172	-3.39%	$50.84Mn
16	Capital International Investors	0001562230	1,690,697	1.21%	▲47,140	+2.87%	$44.94Mn
17	UBS Group AG	0001610520	1,641,349	1.18%	▲374,524	+29.56%	$43.63Mn
18	Annis Gardner Whiting Capital Advisors, LLC	0001998414	1,582,587	1.14%	▼134,951	-7.86%	$42.07Mn
19	DIMENSIONAL FUND ADVISORS LP	0000354204	1,346,168	0.97%	▲12,297	+0.92%	$35.78Mn
20	Capital Research Global Investors	0001422848	1,308,203	0.94%	▼234,646	-15.21%	$34.77Mn

Showing 1 to 20 of 229 holders