13FPulse
⚡ This company reported new earnings on 2026-09-03 (8-K release). The official 10-Q is pending — financials below may still reflect the prior quarter.
BR

BRC BRADY CORPORATION - CL A

2026Q2 · CUSIP 104674106 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
333
Institutions that reported holding it to the SEC
Net increase in holders
+19
Last quarter 314 → now 333
How unusual is that
Top 20%
Stronger buying than 82% of US stocks
What the filings say, in one paragraph

333 funds held BRC at the end of 2026Q2, up 19 from the quarter before. That is stronger buying than 82.3% of US stocks — among the most piled-into names this quarter. BRC has had 11 buying rushes in its history, and the price moved +12.0% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=141 2013Q4: holders=144 2014Q1: holders=147 2014Q2: holders=157 2014Q3: holders=157 2014Q4: holders=147 2015Q1: holders=143 2015Q2: holders=140 2015Q3: holders=134 2015Q4: holders=145 2016Q1: holders=168 2016Q2: holders=167 2016Q3: holders=182 2016Q4: holders=180 2017Q1: holders=173 2017Q2: holders=179 2017Q3: holders=185 2017Q4: holders=184 2018Q1: holders=181 2018Q2: holders=199 2018Q3: holders=201 2018Q4: holders=200 2019Q1: holders=190 2019Q2: holders=180 2019Q3: holders=197 2019Q4: holders=189 2020Q1: holders=170 2020Q2: holders=184 2020Q3: holders=179 2020Q4: holders=176 2021Q1: holders=181 2021Q2: holders=181 2021Q3: holders=186 2021Q4: holders=190 2022Q1: holders=183 2022Q2: holders=174 2022Q3: holders=178 2022Q4: holders=191 2023Q1: holders=200 2023Q2: holders=220 2023Q3: holders=228 2023Q4: holders=234 2024Q1: holders=250 2024Q2: holders=264 2024Q3: holders=286 2024Q4: holders=274 2025Q1: holders=287 2025Q2: holders=295 2025Q3: holders=294 2025Q4: holders=303 2026Q1: holders=314 2026Q2: holders=333 -23 -11.5 +0 +11.5 +23 120235350 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 11 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2025Q1 Top 20% +3.0% +3.1%
2024Q3 Top 20% -0.5% +0.3%
2024Q2 Top 20% +3.4% +3.1%
2024Q1 Top 20% +18.4% +23.4%
2023Q2 Top 20% +11.2% +27.0%
2023Q1 Top 20% -3.9% +7.0%
2019Q3 Top 20% -10.4% -14.0%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
168
Change in large funds
+17
Total value they hold
$3.4B
Funds buying for the first time
63
Funds that sold out entirely
44
Price change that quarter
+7.1%
Funds holding puts (bearish)
1
Funds holding calls (bullish)
3

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.