BRADY CORP BRC
CL A · Common Stock · CUSIP 104674106 · ISIN US1046741062
- IndustryMiscellaneous Manufacturing Industries
- HeadquartersMilwaukee, WI
- Founded1914
- Websitebradycorp.com
- FilingsSEC EDGAR
* 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 ($4.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $67.99. Options: 3 managers hold calls ($475.8k notional), 4 hold puts ($617.5k).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 178 |
| Q4 2022 | 190 |
| Q1 2023 | 201 |
| Q2 2023 | 222 |
| Q3 2023 | 230 |
| Q4 2023 | 236 |
| Q1 2024 | 253 |
| Q2 2024 | 265 |
| Q3 2024 | 288 |
| Q4 2024 | 277 |
| Q1 2025 | 286 |
| Q2 2025 | 296 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 107 | 120 |
| Q4 2023 | 100 | 128 |
| Q1 2024 | 114 | 123 |
| Q2 2024 | 122 | 124 |
| Q3 2024 | 140 | 124 |
| Q4 2024 | 121 | 137 |
| Q1 2025 | 122 | 147 |
| Q2 2025 | 125 | 153 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $528.7k | $69.0k | 0.13 |
| Q4 2024 | $221.6k | $36.9k | 0.17 |
| Q1 2025 | $501.5k | $572.2k | 1.14 |
| Q2 2025 | $475.8k | $617.5k | 1.30 |
Biggest buyers
| NEUBERGER BERMAN GROUP LLC | Added | +475.6k |
| FMR LLC | Added | +413.1k |
| FIRST TRUST ADVISORS LP | Added | +275.0k |
| Champlain Investment Partners, LLC | Added | +148.5k |
| SEIZERT CAPITAL PARTNERS, LLC | Added | +137.7k |
| Qube Research & Technologies Ltd | Added | +87.6k |
| DekaBank Deutsche Girozentrale | Added | +71.3k |
| CITADEL ADVISORS LLC | Added | +67.1k |
| UBS Group AG | Added | +65.1k |
| Balyasny Asset Management L.P. | Added | +48.8k |
Biggest sellers
| T. Rowe Price Investment Management, Inc. | Reduced | -500.8k |
| Boston Partners | Reduced | -294.1k |
| Allianz Asset Management GmbH | Reduced | -211.6k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -199.6k |
| BlackRock, Inc. | Reduced | -185.7k |
| VANGUARD GROUP INC | Reduced | -133.4k |
| LORD, ABBETT & CO. LLC | Reduced | -108.9k |
| ALGERT GLOBAL LLC | Sold out | -83.3k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -83.0k |
| Allspring Global Investments Holdings, LLC | Reduced | -47.8k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $401.0k5.9k shares |
| GROUP ONE TRADING LLC | New | $74.8k1.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Unchanged | $339.9k5.0k shares |
| PEAK6 LLC | New | $244.7k3.6k shares |
| SIMPLEX TRADING, LLC | New | $33.0k500 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.
| Holder | Stake |
|---|---|
| FMR LLC 13G · institution +1.3 pts · filed 2026-05-06 | 15.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.0% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.0% |
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 2025
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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 2 | $584.7k | — |
| Q4 2023 | 0 | — | 1 | $29.7k | — |
| Q1 2024 | 0 | — | 2 | $2.6m | — |
| Q2 2024 | 0 | — | 2 | $396.5k | — |
| Q3 2024 | 0 | — | 3 | $3.4m | — |
| Q4 2024 | 0 | — | 1 | $210.6k | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.02% of their portfolio | 5.2m $356.5m | Added +413.1k |
| VANGUARD GROUP INC 0.01% of their portfolio | 5.1m $343.8m | Reduced -133.4k |
| BlackRock, Inc. 0.01% of their portfolio | 4.2m $285.0m | Reduced -185.7k |
| NEUBERGER BERMAN GROUP LLC 0.11% of their portfolio | 2.1m $142.1m | Added +475.6k |
| STATE STREET CORP 0.00% of their portfolio | 1.6m $106.9m | Added +1.9k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.5m $99.9m | Reduced -6.5k |
| FIRST TRUST ADVISORS LP 0.06% of their portfolio | 1.2m $79.5m | Added +275.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.10% of their portfolio | 1.1m $74.7m | Added +23.1k |
| Champlain Investment Partners, LLC 0.39% of their portfolio | 821.4k $55.8m | Added +148.5k |
| ROYCE & ASSOCIATES LP 0.47% of their portfolio | 667.3k $45.4m | Added +43.6k |
| JANUS HENDERSON GROUP PLC 0.02% of their portfolio | 631.5k $42.9m | Reduced -7.2k |
| DekaBank Deutsche Girozentrale 0.06% of their portfolio | 524.9k $36.0m | Added +71.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 521.9k $35.5m | Added +809 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 467.7k $31.8m | Reduced -31.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 450.5k $30.6m | Reduced -199.6k |
| LORD, ABBETT & CO. LLC 0.10% of their portfolio | 443.0k $30.1m | Reduced -108.9k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio | 413.0k $28.1m | Reduced -33.9k |
| Allspring Global Investments Holdings, LLC 0.04% of their portfolio | 395.6k $26.9m | Reduced -47.8k |
| T. Rowe Price Investment Management, Inc. 0.02% of their portfolio | 368.2k $25.0m | Reduced -500.8k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 322.9k $21.9m | Added +87.6k |
| MORGAN STANLEY 0.00% of their portfolio | 322.0k $21.9m | Reduced -24.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 311.3k $21.2m | Reduced -7.6k |
| Allianz Asset Management GmbH 0.03% of their portfolio | 304.9k $20.7m | Reduced -211.6k |
| Swedbank AB 0.02% of their portfolio | 300.0k $20.4m | First filing |
| Invesco Ltd. 0.00% of their portfolio | 284.9k $19.4m | Reduced -17.8k |
| GW&K Investment Management, LLC 0.14% of their portfolio | 232.4k $15.8m | Reduced -3.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 215.9k $14.7m | Reduced -1.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 214.1k $14.5m | Reduced -3.2k |
| SEIZERT CAPITAL PARTNERS, LLC 0.62% of their portfolio | 208.5k $14.2m | Added +137.7k |
| JUPITER ASSET MANAGEMENT LTD 0.11% of their portfolio | 202.5k $13.8m | Reduced -22.2k |
| Central Securities Corp 1.20% of their portfolio | 200.0k $13.6m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 175.5k $11.9m | Added +48.6k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 159.6k $10.8m | Reduced -25.6k |
| UBS Group AG 0.00% of their portfolio | 151.4k $10.3m | Added +65.1k |
| Public Sector Pension Investment Board 0.04% of their portfolio | 149.3k $10.1m | Added +9.1k |
| Robeco Institutional Asset Management B.V. 0.02% of their portfolio | 146.4k $9.9m | Reduced -36.0k |
| Paradiem, LLC 2.42% of their portfolio | 141.1k $9.6m | Reduced -9.7k |
| HEARTLAND ADVISORS INC 0.53% of their portfolio | 138.6k $9.4m | Added +2.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 125.7k $8.5m | Reduced -11.9k |
| Legal & General Group Plc 0.00% of their portfolio | 118.5k $8.1m | Added +1.0k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 117.2k $8.0m | Added +3.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 116.3k $7.9m | Reduced -7.1k |
| Thrivent Financial for Lutherans 0.02% of their portfolio | 104.6k $7.1m | Reduced -38.2k |
| ALPS ADVISORS INC 0.04% of their portfolio | 99.4k $6.8m | Reduced -708 |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 96.6k $6.6m | Added +1.1k |
| Clark Capital Management Group, Inc. 0.05% of their portfolio | 96.1k $6.5m | Added +8.7k |
| Wilmington Savings Fund Society, FSB 0.10% of their portfolio | 85.2k $5.8m | Reduced -4.2k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.02% of their portfolio | 84.8k $5.8m | Added +2.7k |
| Swiss National Bank 0.00% of their portfolio | 84.5k $5.7m | Reduced -1.2k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 79.7k $5.4m | Added +67.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 74.6k $5.1m | Reduced -1.2k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 74.5k $5.1m | Added +48.8k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 62.7k $4.3m | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 61.0k $4.1m | Added +635 |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 58.5k $4.0m | Added +22.6k |
| PRENTISS SMITH & CO INC 2.35% of their portfolio | 58.0k $3.9m | Added +114 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 56.6k $3.8m | Reduced -45.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 50.0k $3.4m | Reduced -1 |
| Nuveen, LLC 0.00% of their portfolio | 47.2k $3.2m | Reduced -44.8k |
| Annex Advisory Services, LLC 0.08% of their portfolio | 46.3k $3.1m | Unchanged |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 45.8k $3.1m | Added +3.2k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 45.6k $3.1m | Reduced -1.1k |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 44.6k $3.0m | Added +9.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 42.5k $2.9m | Added +36.1k |
| Boston Partners 0.00% of their portfolio | 42.5k $3.0m | Reduced -294.1k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 41.2k $2.8m | Reduced -7.8k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 41.1k $3.0m | Added +778 |
| RBF Capital, LLC 0.13% of their portfolio | 40.0k $2.7m | Unchanged |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 39.6k $2.7m | Reduced -13.6k |
| Squarepoint Ops LLC 0.01% of their portfolio | 38.1k $2.6m | Added +19.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 38.0k $2.6m | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 35.4k $2.4m | Added +856 |
| Susquehanna Portfolio Strategies, LLC 0.05% of their portfolio | 34.7k $2.4m | New |
| Inspire Investing, LLC 0.25% of their portfolio | 33.4k $2.3m | Reduced -2.2k |
| Aurora Investment Counsel 1.14% of their portfolio | 31.7k $2.2m | Reduced -93 |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 31.1k $2.1m | Reduced -32.3k |
| QSV Equity Investors LLC 2.17% of their portfolio | 30.7k $2.1m | Reduced -390 |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 30.1k $2.0m | Reduced -16.1k |
| Vest Financial, LLC 0.03% of their portfolio | 30.0k $2.0m | Added +18.5k |
| Skandinaviska Enskilda Banken AB (publ) 0.01% of their portfolio | 28.3k $1.9m | Unchanged |
| Sapience Investments, LLC 1.26% of their portfolio | 27.9k $1.9m | Reduced -1.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 27.2k $1.8m | Reduced -41.4k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 27.0k $1.8m | Reduced -336 |
| PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio | 26.7k $1.8m | Unchanged |
| HRT FINANCIAL LP 0.01% of their portfolio | 26.2k $1.8m | Added +16.2k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 26.1k $1.8m | Added +238 |
| State of Alaska, Department of Revenue 0.02% of their portfolio | 26.0k $1.8m | Added +1.5k |
| CITIGROUP INC 0.00% of their portfolio | 24.6k $1.7m | Reduced -11.4k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 24.5k $1.7m | Reduced -2.9k |
| CAPITAL FUND MANAGEMENT S.A. 0.02% of their portfolio | 24.0k $1.6m | Reduced -7.3k |
| AMH Equity Ltd 2.40% of their portfolio | 24.0k $1.6m | Reduced -1.0k |
| State of Tennessee, Department of Treasury 0.01% of their portfolio | 23.8k $1.6m | Unchanged |
| Illinois Municipal Retirement Fund 0.02% of their portfolio | 23.8k $1.6m | Added +970 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 22.9k $1.6m | Added +4.3k |
| BRANDES INVESTMENT PARTNERS, LP 0.01% of their portfolio | 22.3k $1.5m | New |
| DEAN INVESTMENT ASSOCIATES, LLC 0.21% of their portfolio | 21.4k $1.5m | Added +2.8k |
| Horizon Investments, LLC 0.02% of their portfolio | 21.0k $1.4m | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 20.5k $1.4m | Reduced -34.3k |
| Louisiana State Employees Retirement System 0.03% of their portfolio | 20.5k $1.4m | Reduced -300 |
| Systematic Alpha Investments, LLC 0.05% of their portfolio | 20.2k $1.4m | Unchanged |