BROWN ADVISORY INC

13D and 13G Filings

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing since 12/18/2024, newest first.

Issuer	Symbol	CUSIP	% of Class	Shares	Form	Filed
Andersen Group Inc. 13G/A Amendment 5 ANDG · 033853102	ANDG	033853102	10.7%	0	13G/A Amendment 5	10/7/2026 Event 9/30/2026
Brown Advisory Inc			10.7%	0
Brown Investment Advisory & Trust Co			0.1%	0
Brown Advisory LLC			10.7%	0
Signature Financial Management, Inc.			<0.1%	0
Brown Advisory Ltd			0%	0
Andersen Group Inc. 13G/A Amendment 4 ANDG · 033853102	ANDG	033853102	16.6%	2,241,090	13G/A Amendment 4	8/14/2026 Event 6/30/2026
Brown Advisory Inc			16.6%	2,241,090
Brown Investment Advisory & Trust Co			0.1%	10,183
Brown Advisory LLC			16.6%	2,229,281
Signature Financial Management, Inc.			<0.1%	1,185
Brown Advisory Ltd			0%	441
Oceaneering International, Inc. 13G/A Amendment 2 OII · 675232102	OII	675232102	5.1%	5,077,853	13G/A Amendment 2	8/14/2026 Event 6/30/2026
Brown Advisory Inc			5.1%	5,077,853
Brown Investment Advisory & Trust Co			<0.1%	43,543
Brown Advisory LLC			5.0%	5,031,166
Signature Financial Management, Inc.			0%	3,144
Nomad Foods Ltd 13G/A Amendment 1 NOMD · G6564A105	NOMD	G6564A105	3.5%	4,835,694	13G/A Amendment 1	8/14/2026 Event 6/30/2026
Brown Advisory Inc			3.5%	4,835,694
Brown Investment Advisory & Trust Co			0.2%	275,802
Brown Advisory LLC			3.2%	4,520,663
Signature Financial Management, Inc.			<0.1%	15,606
Brown Advisory Ltd			0%	5,456
Lumexa Imaging Holdings, Inc. 13G LMRI · 550249106	LMRI	550249106	6.1%	5,842,935	13G	8/14/2026 Event 6/30/2026
Brown Advisory Inc			6.1%	5,842,935
Brown Investment Advisory & Trust Co			0.1%	75,048
Signature Financial Management, Inc.			<0.1%	4,353
Brown Advisory LLC			6.0%	5,763,534
Tema ETF Trust 13G/A Amendment 3 DSPY · 87975E826	DSPY	87975E826	87.9%	13,140,122	13G/A Amendment 3	6/5/2026 Event 5/31/2026
Brown Advisory Inc			87.9%	13,140,122
Brown Advisory LLC			87.9%	13,140,122
Brown Investment Advisory & Trust Co			0%	0
Signature Financial Management, Inc.			0%	0
Establishment Labs Holdings Inc. 13G/A Amendment 2 ESTA · G31249108	ESTA	G31249108	5.4%	1,578,119	13G/A Amendment 2	5/15/2026 Event 12/31/2025
Brown Advisory Inc			5.4%	1,578,119
Brown Investment Advisory & Trust Co			<0.1%	8,333
Brown Advisory LLC			5.4%	1,568,983
Signature Financial Management, Inc.			<0.1%	803
Eagle Capital Management LLC 13G/A Amendment 1 EAGL · 88339Y102	EAGL	88339Y102	9.1%	11,569,488	13G/A Amendment 1	5/15/2026 Event 3/31/2026
Brown Advisory Inc			9.1%	11,569,488
Brown Investment Advisory & Trust Co			0.4%	540,013
Brown Advisory LLC			7.7%	9,828,120
Signature Financial Management, Inc.			0.9%	1,201,355
Andersen Group Inc. 13G/A Amendment 3 ANDG · 033853102	ANDG	033853102	19.9%	2,516,555	13G/A Amendment 3	5/15/2026 Event 3/31/2026
Brown Advisory Inc			19.9%	2,516,555
Brown Investment Advisory & Trust Co			0.1%	13,139
Brown Advisory LLC			19.7%	2,494,652
Signature Financial Management, Inc.			<0.1%	1,185
Brown Advisory Ltd			0.1%	7,579
Advisors' Inner Circle Fund III 13G/A Amendment 1 BAFE · 00775Y322	BAFE	00775Y322	97.8%	56,917,196	13G/A Amendment 1	5/8/2026 Event 3/31/2026
Brown Advisory Inc			97.8%	56,917,196
Brown Investment Advisory & Trust Company			13.6%	7,911,927
Brown Advisory LLC			80.2%	46,704,531
Signature Financial Management, Inc			1.5%	862,864
Brown Advisory Ltd			2.5%	1,437,874
Advisors' Inner Circle Fund III 13G/A Amendment 3 BASV · 00775Y264	BASV	00775Y264	98.0%	11,823,942	13G/A Amendment 3	5/8/2026 Event 3/31/2025
Brown Advisory Inc			98.0%	11,823,942
Brown Investment Advisory & Trust Co			5.8%	698,690
Brown Advisory LLC			78.0%	9,406,617
Signature Financial Management, Inc.			3.3%	398,264
Brown Advisory Ltd			10.9%	0
Andersen Group Inc. 13G/A Amendment 2 ANDG · 033853102	ANDG	033853102	23.3%	2,946,522	13G/A Amendment 2	3/6/2026 Event 2/28/2026
Brown Advisory Inc			23.3%	2,946,522
Brown Investment Advisory & Trust Co			0.1%	12,694
Brown Advisory LLC			23.1%	2,925,137
Signature Financial Management, Inc.			<0.1%	1,112
Brown Advisory Ltd			0.1%	7,579
Advisors' Inner Circle Fund III 13G BAIV · 00775Y249	BAIV	00775Y249	98.7%	1,653,621	13G	3/6/2026 Event 2/28/2026
Brown Advisory Inc			98.7%	1,653,621
Brown Investment Advisory & Trust Co			21.1%	352,695
Brown Advisory LLC			75.9%	1,271,952
Brown Advisory Ltd			1.7%	28,974
Tema ETFs LLC 13G/A Amendment 2 DSPY · 87975E826	DSPY	87975E826	98.0%	13,145,432	13G/A Amendment 2	2/13/2026 Event 12/31/2025
Brown Advisory Inc			98.0%	13,145,432
Brown Advisory LLC			98.0%	13,145,432
Brown Investment Advisory & Trust Co			0%	0
Signature Financial Management, Inc.			0%	0
SI-BONE, Inc. 13G/A Amendment 5 SIBN · 825704109	SIBN	825704109	5.8%	2,513,268	13G/A Amendment 5	2/13/2026 Event 12/31/2025
Brown Advisory Inc			5.8%	2,513,268
Brown Investment Advisory & Trust Co			<0.1%	10,282
Brown Advisory LLC			5.8%	2,501,428
Signature Financial Management, Inc.			<0.1%	1,216
Brown Advisory Ltd			<0.1%	342
Guardian Pharmacy Services, Inc. 13G/A Amendment 3 GRDN · 40145W101	GRDN	40145W101	4.5%	1,644,569	13G/A Amendment 3	2/13/2026 Event 12/31/2025
Brown Advisory Inc			4.5%	1,644,569
Brown Investment Advisory & Trust Co			0.1%	25,842
Brown Advisory LLC			4.5%	1,617,445
Signature Financial Management, Inc.			<0.1%	832
Brown Advisory Ltd			<0.1%	450
Establishment Labs Holdings Inc. 13G/A Amendment 1 ESTA · G31249108	ESTA	G31249108	7.0%	2,038,652	13G/A Amendment 1	2/13/2026 Event 12/31/2025
Brown Advisory Inc			7.0%	2,038,652
Brown Investment Advisory & Trust Co			<0.1%	8,384
Brown Advisory LLC			7.0%	2,029,508
Signature Financial Management, Inc.			<0.1%	760
Eagle Capital Management LLC 13G EAGL · 88339Y102	EAGL	88339Y102	5.8%	6,824,046	13G	2/13/2026 Event 12/31/2025
Brown Advisory Inc			5.8%	6,824,046
Brown Investment Advisory & Trust Co			0.1%	96,273
Brown Advisory LLC			4.97%	5,886,771
Signature Financial Management, Inc.			0.7%	841,001.88
Advisors' Inner Circle Fund III 13G/A Amendment 2 BASV · 00775Y264	BASV	00775Y264	100.0%	9,247,829	13G/A Amendment 2	2/13/2026 Event 12/31/2025
Brown Advisory Inc			100.0%	9,247,829
Brown Investment Advisory & Trust Co			5.0%	458,170
Brown Advisory LLC			84.0%	7,764,789
Signature Financial Management, Inc.			3.0%	261,063
Brown Advisory Ltd			8.0%	763,807
Andersen Group Inc. 13G/A Amendment 1 ANDG · 033853102	ANDG	033853102	15.3%	1,938,340	13G/A Amendment 1	2/12/2026 Event 12/31/2025
Brown Advisory Inc			15.3%	1,938,340
Brown Investment Advisory & Trust Co			0.1%	8,563
Brown Advisory LLC			15.2%	1,929,048
Signature Financial Management, Inc.			<0.1%	729
Andersen Group Inc. 13G ANDG · 033853102	ANDG	033853102	15.3%	1,938,340	13G	2/5/2026 Event 2/4/2026
Brown Advisory Inc			15.3%	1,938,340
Brown Investment Advisory & Trust Co			0.1%	8,563
Brown Advisory LLC			15.2%	1,929,048
Signature Financial Management, Inc.			<0.1%	729
Advisors' Inner Circle Fund III 13G/A Amendment 1 BASG · 00775Y272	BASG	00775Y272	91.9%	19,035,751	13G/A Amendment 1	9/9/2025 Event 8/31/2025
Brown Advisory Inc			91.9%	19,035,751
Brown Investment Advisory & Trust Co			5.8%	1,200,146
Brown Advisory LLC			84.5%	17,492,867
Signature Financial Management, Inc.			1.7%	342,738
Advisors' Inner Circle Fund III 13G/A Amendment 1 BASV · 00775Y264	BASV	00775Y264	94.2%	6,455,729	13G/A Amendment 1	9/9/2025 Event 8/31/2025
Brown Advisory Inc			94.2%	6,455,729
Brown Investment Advisory & Trust Co			3.4%	235,264
Brown Advisory LLC			87.0%	5,959,404
Signature Financial Management, Inc.			3.8%	261,063
Tema ETFs LLC 13G DSPY · 87975E826	DSPY	87975E826	95.7%	11,042,394	13G	9/8/2025 Event 8/31/2025
Brown Advisory Inc			95.7%	11,042,394
Brown Advisory LLC			95.7%	11,042,394
Brown Investment Advisory & Trust Co			0%	0
Signature Financial Management, Inc.			0%	0
Advisors' Inner Circle Fund III 13G BASG · 00775Y272	BASG	00775Y272	100.0%	4,967,697	13G	7/8/2025 Event 6/30/2025
Brown Advisory Inc			100.0%	4,967,697
Brown Investment Advisory & Trust Co			0.4%	19,241
Brown Advisory LLC			97.1%	4,826,039
Signature Financial Management, Inc.			2.5%	122,417
Advisors' Inner Circle Fund III 13G BASG · 00775Y272	BASG	00775Y272	100.0%	18,671,248	13G	7/8/2025 Event 6/30/2025
Brown Advisory Inc			100.0%	18,671,248
Brown Investment Advisory & Trust Co			6.5%	1,215,089
Brown Advisory LLC			90.8%	16,966,224
Signature Financial Management, Inc.			2.6%	489,935
Phreesia, Inc. 13G/A Amendment 4 PHR · 71944F106	PHR	71944F106	4.3%	2,519,387	13G/A Amendment 4	7/8/2025 Event 6/30/2025
Brown Advisory Inc			4.3%	2,519,387
Brown Investment Advisory & Trust Co			0%	15,162
Brown Advisory LLC			4.2%	2,502,364
Signature Financial Management, Inc.			0%	1,861
Tidal Trust II 13G/A Amendment 2 IRET · 88636J584	IRET	88636J584	2.1%	4,732	13G/A Amendment 2	6/5/2025 Event 5/31/2025
Brown Advisory Inc			2.1%	4,732
Brown Investment Advisory & Trust Co			0%
Brown Advisory LLC			2.1%	4,732
Signature Financial Management, Inc.			0%
Nomad Foods Ltd 13G NOMD · G6564A105	NOMD	G6564A105	5.8%	8,907,849	13G	5/7/2025 Event 12/31/2024
Brown Advisory Inc			5.8%	8,907,849
Brown Investment Advisory & Trust Co			0.2%	306,284
Brown Advisory LLC			5.6%	8,578,162
Signature Financial Management, Inc.			0%	17,096
Brown Advisory Ltd			0%	6,307
PROS Holdings, Inc. 13G/A Amendment 1 PRO · 74346Y103	PRO	74346Y103	4.7%	2,214,782	13G/A Amendment 1	4/23/2025 Event 3/31/2025
Brown Advisory Inc			4.7%	2,214,782
Brown Investment Advisory & Trust Co			0%	12,810
Brown Advisory LLC			4.6%	2,200,576
Signature Financial Management, Inc.			0%	1,396
Guardian Pharmacy Services, Inc. 13G/A Amendment 2 GRDN · 40145W101	GRDN	40145W101	7.1%	1,607,467	13G/A Amendment 2	4/22/2025 Event 3/31/2025
Brown Advisory Inc			7.1%	1,607,467
Brown Investment Advisory & Trust Co			0.1%	29,001
Brown Advisory LLC			6.9%	1,576,749
Signature Financial Management, Inc.			0%	1,717
Phreesia, Inc. 13G/A Amendment 3 PHR · 71944F106	PHR	71944F106	6.5%	3,809,702	13G/A Amendment 3	4/22/2025 Event 3/31/2025
Brown Advisory Inc			6.5%	3,809,702
Brown Investment Advisory & Trust Co			0%	22,751
Brown Advisory LLC			6.4%	3,784,439
Signature Financial Management, Inc.			0%	2,512
Oceaneering International, Inc. 13G/A Amendment 1 OII · 675232102	OII	675232102	6.6%	6,618,614	13G/A Amendment 1	4/18/2025 Event 3/31/2025
Brown Advisory Inc			6.6%	6,618,614
Brown Investment Advisory & Trust Co			0.1%	61,870
Brown Advisory LLC			6.5%	6,542,997
Signature Financial Management, Inc.			0%	5,317
SI-BONE, Inc. 13G/A Amendment 4 SIBN · 825704109	SIBN	825704109	7.6%	3,219,079	13G/A Amendment 4	4/18/2025 Event 3/31/2025
Brown Advisory Inc			7.6%	3,219,079
Brown Investment Advisory & Trust Co			0%	18,203
Brown Advisory LLC			7.5%	3,198,548
Signature Financial Management, Inc.			0%	2,328
Tidal Trust II 13G IRET · 88636J584	IRET	88636J584	9.8%	24,600	13G	4/10/2025 Event 12/31/2024
Brown Advisory Inc			9.8%	24,600
Brown Investment Advisory & Trust Co			0%	0
Brown Advisory LLC			9.8%	24,600
Signature Financial Management, Inc.			0%	0
Oceaneering International, Inc. 13G OII · 675232102	OII	675232102	5.1%	5,153,205	13G	4/10/2025 Event 12/31/2024
Brown Advisory Inc			5.1%	5,153,205
Brown Investment Advisory & Trust Co			2.0%	48,498
Brown Advisory LLC			5.0%	5,100,437
Signature Financial Management, Inc.			3.0%	4,270
Establishment Labs Holdings Inc. 13G ESTA · G31249108	ESTA	G31249108	8.4%	2,361,540	13G	4/10/2025 Event 12/31/2024
Brown Advisory Inc			8.4%	2,361,540
Brown Investment Advisory & Trust Co			0%	12,473
Brown Advisory LLC			8.4%	2,347,812
Signature Financial Management, Inc.			0%	1,255
Tidal Trust II 13G IRET · 88636J584	IRET	88636J584	10.9%	24,600	13G	4/8/2025 Event 3/31/2025
Brown Advisory Inc			10.9%	24,600
Brown Investment Advisory & Trust Co			0%	0
Brown Advisory LLC			10.9%	24,600
Signature Financial Management, Inc.			0%	0
Guardian Pharmacy Services, Inc. 13G/A Amendment 1 GRDN · 40145W101	GRDN	40145W101	17.4%	1,598,597	13G/A Amendment 1	1/8/2025 Event 12/31/2024
Brown Advisory Inc			17.4%	1,598,597
Brown Investment Advisory & Trust Co			0.3%	23,114
Brown Advisory LLC			17.1%	1,575,483
Signature Financial Management, Inc.			0%	1,717