Brown Brothers Harriman & Co.
Brown Brothers Harriman & Co. (BBH), founded in 1818 in Philadelphia and now headquartered in New York City, is one of the oldest privately owned financial services firms in the U.S. It operates as a partnership without outside shareholders and offers Private Banking, Investment Management, and Investor Services to high-net-worth individuals, private businesses, institutional investors, and financial institutions. The firm is known for its client-centric culture, long-term perspective, and global reach, employing around 5,000 people worldwide.
Investment Strategy
Brown Brothers Harriman adopts a focused and disciplined investment approach. The firm identifies durable assets, acquires them at attractive valuations, and aims to deliver superior long-term returns while avoiding reliance on macroeconomic predictions. Co-investment by BBH's partners and investment professionals aligns interests with those of their clients. BBH concentrates resources on a select group of strategies, maintaining consistency in its investment philosophy across asset classes and harnessing its relative size to pursue unique investment opportunities while minimizing risk.
Latest 13F Filing Activity
Brown Brothers Harriman & Co. filed their most recent 13F report on Jun 30, 2025 disclosing 1,523 equity positions with a total 13F market value of $16B. The fund increased holdings in Microsoft Corp., Oracle Corp., Apple Inc. among other positions. Brown Brothers Harriman & Co. reduced exposure to Unitedhealth Group Inc., Alcon Inc., Linde PLC among others.
Top Holdings
Equity Positions (1,523)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.01% | $935.1M | 1,879,860 | $263.52 | $497.41 | +$270.0M |
O ORCL | ORACLE CORP | 4.72% | $733.5M | 3,354,755 | $43.49 | $218.63 | +$263.1M |
G GOOG | ALPHABET INC-CL C | 3.98% | $619.4M | 3,491,476 | $40.29 | $177.39 | -$37.1M |
B BRK-B | BERKSHIRE HATHAWAY INC-CL B | 3.85% | $599.2M | 1,233,438 | $92.44 | $485.77 | -$79.5M |
M MA | MASTERCARD INC - A | 3.76% | $584.3M | 1,039,842 | $270.39 | $561.94 | +$8.1M |