BRBS · Blue Ridge Bankshares, Inc. · Shareholders & Ownership

$4.03 -0.01 (-0.25%) At close · Nov 12

Russell 2000 member Rebalance outlook locked

Market Cap

$361.42M

89.68M

Volume · Nov 12 204.95K Avg daily vol (3M) 1.11M

Every disclosed holder of BRBS in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns BRBS

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	111	32,743,013	36.51%	Yes
Insiders (Forms 3, 4, 5)	16	4,774,720	5.32%	Yes
13D/G-only blocks	6	41,039,920	45.76%	Yes
Remaining	—	11,124,398	12.40%	Rest
Registered funds (N-PORT, not summed)	103	9,185,226	10.24%	No

Shares outstanding: 89,682,051, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of BRBS

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Kenneth R. Lehman 13D CIK 1170549 · Unknown · Apr 17, 2025 Item 4 purpose: not restated by this amendment, the earlier 13D's purpose stands	29,998,257	33.45%	+10,000,000	Apr 17, 2025
2	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,296,410	7.02%	-136,151	Jun 30, 2026	carried, not yet filed for the newest quarter
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,260,106	4.75%	+465,127	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,717,722	1.92%	+171,214	Jun 30, 2026	iShares Trust, not summed
3.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	707,821	0.79%	+132,679	Jun 30, 2026	iShares Trust, not summed
3.3	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	226,080	0.25%	+56,514	Jun 30, 2026	iShares Trust, not summed
3.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	111,299	0.12%	0	Jun 30, 2026	Quantitative Master Series LLC, not summed
3.5	iShares Russell Small/Mid-Cap Index Fund Fund S000050373 · Registered fund · Jul 31, 2026 BlackRock Funds, not summed	8,816	0.01%	0	Jul 31, 2026	BlackRock Funds, not summed
4	Richard T. Spurzem 13G CIK 1399772 · Unknown · Dec 31, 2024 Rule 13d-1(c), passive investor	3,754,047	4.19%	-2,729,803	Dec 31, 2024	Rule 13d-1(c), passive investor
5	Azora Capital LP 13G CIK 1700272 · Registered investment adviser · Mar 31, 2026 Rule 13d-1(b), qualified institution	2,703,441	3.01%	-2,234,532	Mar 31, 2026	Rule 13d-1(b), qualified institution
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,428,754	2.71%	-200,822	Jun 30, 2026	carried, not yet filed for the newest quarter
7	WBI LP 13G CIK 2031792 · Unknown · Dec 31, 2024 Rule 13d-1(c), passive investor	2,004,000	2.23%	-2,108,616	Dec 31, 2024	Rule 13d-1(c), passive investor
8	Fourthstone LLC 13G CIK 1767803 · Registered investment adviser · Sep 30, 2024 Rule 13d-1(b), qualified institution, unconfirmed, last confirmed Sep 30, 2024	1,987,097	2.22%	+371,590	Sep 30, 2024	Rule 13d-1(b), qualified institution, unconfirmed, last confirmed Sep 30, 2024
9	BANC FUNDS CO LLC 13F CIK 1029311 · Unknown · Sep 30, 2026	1,889,033	2.11%	0	Sep 30, 2026
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,855,168	2.07%	-168,669	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	BEALE G WILLIAM Insider CIK 1207949 · Mar 6, 2026 Director, President & CEO, issuer-wide	1,563,828	1.74%	-22,649	Mar 6, 2026	Director, President & CEO, issuer-wide
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	1,495,207	1.67%	+154,116	Sep 30, 2026
13	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	1,382,544	1.54%	+249,237	Sep 30, 2026
13.1	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	249,773	0.28%	-6,144	Jul 31, 2026	Dimensional ETF Trust, not summed
13.2	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	219,841	0.25%	+3,089	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.3	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	171,997	0.19%	+70,480	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	111,155	0.12%	+67,672	Jul 31, 2026	Dimensional ETF Trust, not summed
13.5	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	67,710	0.08%	+30,762	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14	STATE STREET CORP 13F CIK 93751 · Bank · Sep 30, 2026	1,299,001	1.45%	+208,732	Sep 30, 2026
14.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	23,300	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
14.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	1,602	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
15	ABC ARBITRAGE SA 13F CIK 2049221 · Unknown · Sep 30, 2026	1,087,754	1.21%	+1,087,754	Sep 30, 2026
16	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	911,783	1.02%	+224,320	Jun 30, 2026	carried, not yet filed for the newest quarter
17	Squarepoint Ops LLC 13F CIK 1642575 · Registered investment adviser · Sep 30, 2026	857,349	0.96%	+671,257	Sep 30, 2026
18	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	812,162	0.91%	-69,334	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Elizabeth Park Capital Advisors, Ltd. 13F CIK 1600583 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	803,446	0.90%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Skandinaviska Enskilda Banken AB (publ) 13F CIK 1534653 · Non-US institution · Sep 30, 2026	725,300	0.81%	+725,300	Sep 30, 2026
21	Castle Creek Capital Partners VIII, LP 13D CIK 1868329 · Unknown · Apr 3, 2024 unconfirmed, last confirmed Apr 3, 2024	593,078	0.66%	—	Apr 3, 2024	unconfirmed, last confirmed Apr 3, 2024
22	Gavant Judy Carol Insider CIK 1499901 · Jul 1, 2026 EVP & Chief Financial Officer, issuer-wide	574,750	0.64%	-7,441	Jul 1, 2026	EVP & Chief Financial Officer, issuer-wide
23	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	544,961	0.61%	+8,210	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	34,283	0.04%	+4,410	Jun 30, 2026	Northern Funds, not summed
23.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	25,810	0.03%	-1,236	Jun 30, 2026	Northern Funds, not summed
24	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Sep 30, 2026	533,100	0.59%	+66,447	Sep 30, 2026
25	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	507,456	0.57%	-1,850	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	JACOBS ASSET MANAGEMENT, LLC 13F CIK 1351063 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	501,105	0.56%	+301,227	Jun 30, 2026	carried, not yet filed for the newest quarter
27	EJF Capital LP 13F CIK 1353254 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	473,353	0.53%	-50,950	Jun 30, 2026	carried, not yet filed for the newest quarter
28	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	441,021	0.49%	+51,454	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Brown M Dean Insider CIK 1560547 · Mar 20, 2026 EVP, issuer-wide	429,902	0.48%	0	Mar 20, 2026	EVP, issuer-wide
30	Montano Trevor Insider CIK 2019441 · Feb 19, 2025 Director, issuer-wide	401,654	0.45%	0	Feb 19, 2025	Director, issuer-wide
31	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	388,388	0.43%	+132,504	Jun 30, 2026	carried, not yet filed for the newest quarter
32	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	377,154	0.42%	+29,914	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
33	Patterson Julien G Insider CIK 1461661 · Jul 1, 2026 Director, issuer-wide	359,723	0.40%	+10,460	Jul 1, 2026	Director, issuer-wide
34	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	342,939	0.38%	+325,357	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	333,090	0.37%	+18,280	Jun 30, 2026	carried, not yet filed for the newest quarter
36	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	314,432	0.35%	+270,807	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Vallacchi Grace Insider CIK 1733551 · Mar 20, 2026 Chief Risk Officer, issuer-wide	310,026	0.35%	-89,974	Mar 20, 2026	Chief Risk Officer, issuer-wide
38	Golliday Harry W Insider CIK 2105449 · Mar 20, 2026 Interim CEO and President, issuer-wide	290,039	0.32%	+80,000	Mar 20, 2026	Interim CEO and President, issuer-wide
39	GABELLI & Co INVESTMENT ADVISERS, INC. 13F CIK 932724 · Registered investment adviser · Sep 30, 2026	252,000	0.28%	+252,000	Sep 30, 2026
40	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Sep 30, 2026	245,317	0.27%	+245,317	Sep 30, 2026
41	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Sep 30, 2026	223,918	0.25%	-106,082	Sep 30, 2026
41.1	Victory Integrity Discovery Fund Fund S000046401 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	187,500	0.21%	+44,800	Jun 30, 2026	Victory Portfolios, not summed
41.2	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	7,228	0.01%	-12	Jul 31, 2026	Victory Portfolios III, not summed
42	KENNEDY CAPITAL MANAGEMENT LLC 13F CIK 884589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	220,439	0.25%	-9,051	Jun 30, 2026	carried, not yet filed for the newest quarter
43	GENDELL JEFFREY L 13F CIK 1056581 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	214,608	0.24%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Bost Hunter H. Insider CIK 1796975 · Jul 1, 2026 Director, issuer-wide	206,261	0.23%	+9,694	Jul 1, 2026	Director, issuer-wide
45	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	199,945	0.22%	+11,680	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	159,019	0.18%	+11,506	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
45.2	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	40,597	0.05%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
46	NewEdge Advisors, LLC 13F CIK 1633516 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	174,238	0.19%	+24,384	Jun 30, 2026	carried, not yet filed for the newest quarter
47	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	168,917	0.19%	-30,558	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	122,178	0.14%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
47.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	98,503	0.11%	+22,519	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
48	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	168,701	0.19%	+5,060	Sep 30, 2026
49	Spilman Vance H Insider CIK 1754471 · Jul 1, 2026 Director, issuer-wide	168,527	0.19%	+14,206	Jul 1, 2026	Director, issuer-wide
50	CALDWELL SUTTER CAPITAL, INC. 13F CIK 702007 · Registered investment adviser · Sep 30, 2026	164,278	0.18%	0	Sep 30, 2026

12 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 191 holders

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Key facts CIK 842717 CUSIP 095825105 13F (30d) 77 filings 64 filers Visit website Investor relations