Vault-13

BRADY CORP BRC

CL A · Common Stock · CUSIP 104674106 · ISIN US1046741062

222 institutional holders +21 vs Q1 2023
37,673,82437.7m shares reported held*
$1.8bnreported value*
46 new 66 added 77 reduced 28 sold out net sold ≈ $44.6m (-879.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($4.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $47.57. Options: 4 managers hold calls ($793.4k notional), 2 hold puts ($90.4k).

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 178Q4 22: 190Q1 23: 201Q2 23: 222222Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022178
Q4 2022190
Q1 2023201
Q2 2023222

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 88 bought or addedQ4 22: 84 cut or sold outQ4 22Q1 23: 106 bought or addedQ1 23: 90 cut or sold outQ1 23Q2 23: 112 bought or addedQ2 23: 105 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20228884
Q1 202310690
Q2 2023112105

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600k$800kQ3 22 calls: $0Q3 22 puts: $4.0kQ3 22P/C —Q4 22 calls: $225.4kQ4 22 puts: $207.2kQ4 22P/C 0.92Q1 23 calls: $580.0kQ1 23 puts: $107.5kQ1 23P/C 0.19Q2 23 calls: $793.4kQ2 23 puts: $90.4kQ2 23P/C 0.11
Numbers
QuarterCallsPutsP/C
Q3 2022$0$4.0k—
Q4 2022$225.4k$207.2k0.92
Q1 2023$580.0k$107.5k0.19
Q2 2023$793.4k$90.4k0.11

Biggest buyers

WELLINGTON MANAGEMENT GROUP LLP Added +753,828+753.8k
MILLENNIUM MANAGEMENT LLC Added +451,508+451.5k
MORGAN STANLEY Added +313,193+313.2k
MARSHALL WACE, LLP New +246,606+246.6k
Cubist Systematic Strategies, LLC Added +236,904+236.9k
INTRINSIC EDGE CAPITAL MANAGEMENT LLC New +227,110+227.1k
CITADEL ADVISORS LLC Added +221,994+222.0k
D. E. Shaw & Co., Inc. New +196,494+196.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +167,044+167.0k
Qube Research & Technologies Ltd Added +166,832+166.8k

Biggest sellers

BlackRock Inc. Reduced -2,162,145-2.2m
JANUS HENDERSON GROUP PLC Reduced -591,465-591.5k
GEODE CAPITAL MANAGEMENT, LLC Reduced -399,858-399.9k
STATE STREET CORP Reduced -353,929-353.9k
Aberdeen Group plc Sold out -350,737-350.7k
NORTHERN TRUST CORP Reduced -293,289-293.3k
VANGUARD GROUP INC Reduced -216,082-216.1k
GOLDMAN SACHS GROUP INC Reduced -198,819-198.8k
Nuveen Asset Management, LLC Sold out -197,585-197.6k
ProShare Advisors LLC Sold out -176,494-176.5k

Biggest calls

Verition Fund Management LLC New $428.1k9.0k shares
CITADEL ADVISORS LLC Reduced $209.3k4.4k shares
SIMPLEX TRADING, LLC Added $156.0k3.3k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Reduced $90.4k1.9k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FMR LLC 13G · institution +1.3 pts · filed 2026-05-06 15.0% +1.3 pts 6.5m≈ $598.9m 2026-05-06
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 6.0% new 2.6m≈ $239.8m 2026-04-29
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-07-31 5.0% new 2.2m≈ $200.2m 2026-07-31

Fell to 5% or below in the last year: Neuberger Berman Group LLC (4.5%, 2026-06-04), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)

Insider purchases and sales in Q2 2023

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 0 buyingQ4 21: 0 sellingQ4 21Q1 22: 1 buyingQ1 22: 0 sellingQ2 22: 0 buyingQ2 22: 2 sellingQ2 22Q3 22: 0 buyingQ3 22: 0 sellingQ4 22: 0 buyingQ4 22: 0 sellingQ4 22Q1 23: 0 buyingQ1 23: 1 sellingQ2 23: 0 buyingQ2 23: 0 sellingQ2 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20210—0——
Q4 20210—0——
Q1 20221$435.0k0——
Q2 20220—2$253.5k—
Q3 20220—0——
Q4 20220—0——
Q1 20230—1$459.2k—
Q2 20230—0——

None reported in Q2 2023.

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 5,105,6635.1m $242.9m $242.9m 0.01% Reduced -216.1k -216,082
2 BlackRock Inc. 0.01% of their portfolio New York, NY 5,006,4945.0m $238.2m $238.2m 0.01% Reduced -2.2m -2,162,145
3 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 3,947,9543.9m $187.8m $187.8m 0.01% Reduced -353.9k -353,929
4 T. Rowe Price Investment Management, Inc. 0.06% of their portfolio BALTIMORE, MD 1,960,7722.0m $93.3m $93.3m 0.06% Added +18.2k +18,247
5 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,913,7371.9m $91.0m $91.0m 0.01% Reduced -1.9k -1,928
6 JANUS HENDERSON GROUP PLC 0.06% of their portfolio LONDON, X0 1,889,2791.9m $89.9m $89.9m 0.06% Reduced -591.5k -591,465
7 DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio AUSTIN, TX 1,465,7581.5m $69.7m $69.7m 0.02% Added +47.0k +47,011
8 RENAISSANCE TECHNOLOGIES LLC 0.08% of their portfolio NEW YORK, NY 1,194,9401.2m $56.8m $56.8m 0.08% Added +111.1k +111,100
9 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 1,145,1031.1m $54.5m $54.5m 0.01% Added +753.8k +753,828
10 Van Berkom & Associates Inc. 1.82% of their portfolio MONTREAL, A8 1,053,2571.1m $50.1m $50.1m 1.82% Reduced -14.7k -14,676
11 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.11% of their portfolio CHICAGO, IL 750,449750.4k $35.7m $35.7m 0.11% Added +14.0k +13,961
12 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 648,135648.1k $30.8m $30.8m 0.00% Added +313.2k +313,193
13 LORD, ABBETT & CO. LLC 0.05% of their portfolio JERSEY CITY, NJ 617,072617.1k $29.4m $29.4m 0.05% Added +43.5k +43,502
14 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 526,062526.1k $25.0m $25.0m 0.00% Reduced -399.9k -399,858
15 MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio NEW YORK, NY 520,508520.5k $24.8m $24.8m 0.03% Added +451.5k +451,508
16 ROYCE & ASSOCIATES LP 0.21% of their portfolio New York, NY 444,390444.4k $21.1m $21.1m 0.21% Added +29.8k +29,801
17 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 440,758440.8k $21.0m $21.0m 0.00% Reduced -152.7k -152,674
18 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 331,443331.4k $15.8m $15.8m 0.00% Reduced -7.2k -7,179
19 Cubist Systematic Strategies, LLC 0.17% of their portfolio STAMFORD, CT 326,599326.6k $15.5m $15.5m 0.17% Added +236.9k +236,904
20 ARIEL INVESTMENTS, LLC 0.13% of their portfolio CHICAGO, IL 283,920283.9k $13.5m $13.5m 0.13% Reduced -689 -689
21 Qube Research & Technologies Ltd 0.05% of their portfolio LONDON, X0 267,005267.0k $12.7m $12.7m 0.05% Added +166.8k +166,832
22 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 262,091262.1k $12.5m $12.5m 0.01% Reduced -16.8k -16,834
23 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 257,608257.6k $12.3m $12.3m 0.01% Added +222.0k +221,994
24 MARSHALL WACE, LLP 0.03% of their portfolio LONDON, X0 246,606246.6k $11.7m $11.7m 0.03% New
25 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 244,357244.4k $11.6m $11.6m 0.00% Reduced -101.3k -101,316
26 INTRINSIC EDGE CAPITAL MANAGEMENT LLC 0.84% of their portfolio CHICAGO, IL 227,110227.1k $10.8m $10.8m 0.84% New
27 Central Securities Corp 1.13% of their portfolio New York, NY 200,000200.0k $9.5m $9.5m 1.13% Reduced -15.0k -15,000
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio BALA CYNWYD, PA 199,861199.9k $9.5m $9.5m 0.02% Added +167.0k +167,044
29 DekaBank Deutsche Girozentrale 0.02% of their portfolio FRANKFURT, 2M 198,097198.1k $9.5m $9.5m 0.02% Added +53.7k +53,654
30 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 196,494196.5k $9.3m $9.3m 0.01% New
31 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 183,817183.8k $8.7m $8.7m 0.00% Reduced -293.3k -293,289
32 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 179,509179.5k $8.5m $8.5m 0.00% Reduced -33.1k -33,117
33 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 178,497178.5k $8.5m $8.5m 0.01% Added +17.1k +17,127
34 UBS Group AG 0.00% of their portfolio ZURICH, V8 175,561175.6k $8.4m $8.4m 0.00% Added +106.8k +106,822
35 TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio NEW YORK, NY 165,560165.6k $7.9m $7.9m 0.02% Added +132.6k +132,560
36 Ergoteles LLC 0.35% of their portfolio NEW YORK, NY 153,899153.9k $7.3m $7.3m 0.35% Added +112.0k +112,017
37 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 146,685146.7k $7.0m $7.0m 0.00% Reduced -198.8k -198,819
38 Squarepoint Ops LLC 0.04% of their portfolio NEW YORK, NY 135,853135.9k $6.5m $6.5m 0.04% New
39 Legal & General Group Plc 0.00% of their portfolio London, X0 121,897121.9k $5.8m $5.8m 0.00% Added +8.1k +8,071
40 ALGERT GLOBAL LLC 0.23% of their portfolio SAN FRANCISCO, CA 112,741112.7k $5.4m $5.4m 0.23% Added +84.6k +84,583
41 Man Group plc 0.02% of their portfolio LONDON, X0 101,909101.9k $4.8m $4.8m 0.02% New
42 NORGES BANK 0.00% of their portfolio OSLO, Q8 101,584101.6k $4.8m $4.8m 0.00% Not comparable
43 Swiss National Bank 0.00% of their portfolio ZURICH, V8 100,400100.4k $4.8m $4.8m 0.00% Added +700 +700
44 ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio Boston, MA 98,97899.0k $4.7m $4.7m 0.02% Added +71.7k +71,738
45 Wilmington Savings Fund Society, FSB 0.19% of their portfolio WILMINGTON, DE 95,35895.4k $4.5m $4.5m 0.19% Reduced -2.1k -2,098
46 PANAGORA ASSET MANAGEMENT INC 0.03% of their portfolio BOSTON, MA 94,57894.6k $4.5m $4.5m 0.03% Added +17.9k +17,899
47 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 92,57592.6k $4.4m $4.4m 0.00% Reduced -59.3k -59,349
48 TWO SIGMA ADVISERS, LP 0.01% of their portfolio NEW YORK, NY 89,50089.5k $4.3m $4.3m 0.01% Added +17.9k +17,900
49 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio ALBANY, NY 88,91288.9k $4.2m $4.2m 0.01% Added +3.2k +3,228
50 ExodusPoint Capital Management, LP 0.05% of their portfolio NEW YORK, NY 88,58188.6k $4.2m $4.2m 0.05% Reduced -15.7k -15,666
51 TUDOR INVESTMENT CORP ET AL 0.07% of their portfolio STAMFORD, CT 86,68786.7k $4.1m $4.1m 0.07% New
52 Trexquant Investment LP 0.11% of their portfolio STAMFORD, CT 86,59086.6k $4.1m $4.1m 0.11% Added +82.2k +82,175
53 Robeco Institutional Asset Management B.V. 0.01% of their portfolio ROTTERDAM, P7 85,19185.2k $4.1m $4.1m 0.01% New
54 Jump Financial, LLC 0.15% of their portfolio Chicago, IL 83,57983.6k $4.0m $4.0m 0.15% Added +40.5k +40,458
55 Public Sector Pension Investment Board 0.03% of their portfolio MONTREAL, A8 81,86681.9k $3.9m $3.9m 0.03% Added +609 +609
56 HRT FINANCIAL LP 0.04% of their portfolio NEW YORK, NY 79,94479.9k $3.8m $3.8m 0.04% Added +35.9k +35,884
57 Moran Wealth Management, LLC 0.14% of their portfolio NAPLES, FL 78,05878.1k $3.7m $3.7m 0.14% Reduced -278 -278
58 DEAN INVESTMENT ASSOCIATES, LLC 0.58% of their portfolio BEAVERCREEK, OH 75,44675.4k $3.6m $3.6m 0.58% Reduced -26.7k -26,677
59 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio JUPITER, FL 74,90174.9k $3.6m $3.6m 0.02% Added +57.7k +57,703
60 Paradiem, LLC 0.97% of their portfolio COVINGTON, LA 71,21071.2k $3.4m $3.4m 0.97% New
61 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 67,00667.0k $3.2m $3.2m 0.00% Added +35.6k +35,615
62 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 61,63461.6k $3.3m $3.3m 0.00% Unchanged
63 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 58,50658.5k $2.8m $2.8m 0.01% Reduced -6.3k -6,317
64 Meiji Yasuda Asset Management Co Ltd. 0.13% of their portfolio Tokyo, M0 56,10056.1k $2.7m $2.7m 0.13% Added +2.3k +2,262
65 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 53,87853.9k $2.6m $2.6m 0.00% Added +8.8k +8,830
66 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.02% of their portfolio HARRISBURG, PA 52,13452.1k $2.5m $2.5m 0.02% Added +3.2k +3,215
67 Skandinaviska Enskilda Banken AB (publ) 0.02% of their portfolio STOCKHOLM, V7 50,70050.7k $2.4m $2.4m 0.02% Added +15.6k +15,600
68 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 50,24850.2k $2.4m $2.4m 0.01% Added +5.9k +5,902
69 Olstein Capital Management, L.P. 0.36% of their portfolio Purchase, NY 47,20047.2k $2.2m $2.2m 0.36% Unchanged
70 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 46,19846.2k $2.2m $2.2m 0.00% Added +6.5k +6,487
71 RBF Capital, LLC 0.14% of their portfolio RENO, NV 46,00046.0k $2.2m $2.2m 0.14% New
72 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 44,12144.1k $2.1m $2.1m 0.00% Reduced -1.7k -1,665
73 MIRABELLA FINANCIAL SERVICES LLP 0.24% of their portfolio London, X0 42,80642.8k $2.0m $2.0m 0.24% New
74 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 41,01141.0k $2.0m $2.0m 0.00% Reduced -11.2k -11,215
75 TEXAS PERMANENT SCHOOL FUND CORP 0.02% of their portfolio AUSTIN, TX 40,60940.6k $1.9m $1.9m 0.02% Reduced -824 -824
76 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 40,58440.6k $1.9m $1.9m 0.00% Reduced -16.8k -16,806
77 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 37,86937.9k $1.8m $1.8m 0.00% Reduced -7.4k -7,431
78 State of Tennessee, Department of Treasury 0.01% of their portfolio NASHVILLE, TN 37,68037.7k $1.8m $1.8m 0.01% Reduced -100 -100
79 MARTINGALE ASSET MANAGEMENT L P 0.03% of their portfolio BOSTON, MA 37,46737.5k $1.8m $1.8m 0.03% Reduced -12.0k -11,964
80 TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio AUSTIN, TX 37,29337.3k $1.8m $1.8m 0.01% Added +12.5k +12,456
81 Assenagon Asset Management S.A. 0.01% of their portfolio SENNINGERBERG, N4 36,49236.5k $1.7m $1.7m 0.01% Added +4.5k +4,514
82 Grantham, Mayo, Van Otterloo & Co. LLC 0.01% of their portfolio Boston, MA 36,48436.5k $1.7m $1.7m 0.01% Added +14.2k +14,184
83 Y-Intercept (Hong Kong) Ltd 0.18% of their portfolio HONG KONG, K3 36,23536.2k $1.7m $1.7m 0.18% Added +26.4k +26,436
84 Allianz Asset Management GmbH 0.00% of their portfolio MUNICH, 2M 34,07634.1k $1.6m $1.6m 0.00% Added +6.3k +6,302
85 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 30,90030.9k $1.5m $1.5m 0.00% Reduced -8.6k -8,565
86 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 30,87230.9k $1.5m $1.5m 0.00% Reduced -14.8k -14,755
87 State of Alaska, Department of Revenue 0.02% of their portfolio JUNEAU, AK 30,34730.3k $1.4m $1.4m 0.02% Reduced -1.3k -1,302
88 Legato Capital Management LLC 0.19% of their portfolio San Francisco, CA 30,04930.0k $1.4m $1.4m 0.19% Reduced -8.5k -8,511
89 Dean Capital Management 1.91% of their portfolio OVERLAND PARK, KS 30,04930.0k $1.4m $1.4m 1.91% Reduced -8.5k -8,511
90 Engineers Gate Manager LP 0.05% of their portfolio NEW YORK, NY 29,84829.8k $1.4m $1.4m 0.05% Added +17.7k +17,740
91 Lido Advisors, LLC 0.02% of their portfolio Los Angeles, CA 28,99129.0k $1.4m $1.4m 0.02% New
92 AVIVA PLC 0.01% of their portfolio LONDON, X0 28,86228.9k $1.4m $1.4m 0.01% Added +2.0k +1,955
93 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 28,74328.7k $1.4m $1.4m 0.00% Reduced -17.1k -17,121
94 Schonfeld Strategic Advisors LLC 0.01% of their portfolio NEW YORK, NY 26,43726.4k $1.3m $1.3m 0.01% New
95 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 26,30526.3k $1.3m $1.3m 0.00% Reduced -90.5k -90,533
96 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 26,16226.2k $1.2m $1.2m 0.00% Reduced -1.7k -1,677
97 NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio ST. LOUIS, MO 25,46525.5k $1.2m $1.2m 0.01% Reduced -366 -366
98 OCCUDO QUANTITATIVE STRATEGIES LP 0.12% of their portfolio FORT LAUDERDALE, FL 25,09725.1k $1.2m $1.2m 0.12% New
99 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 25,08225.1k $1.2m $1.2m 0.00% Reduced -629 -629
100 CWM, LLC 0.01% of their portfolio OMAHA, NE 24,87124.9k $1.2m $1.2m 0.01% Reduced -1.7k -1,749