BLUE RIDGE BANKSHARES, INC. - Common Stock (BRBS) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2019 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
BRBS on NYSE
Underlying class
Common Stock
Underlying shares
1.0
Shares outstanding
90,571,840
Price per share
$4.27
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
33,803,349
Total reported value
$143,000,747
% of total 13F portfolios
0%
Share change
+145,659
Value change
+$3,285,890
Number of holders
103
Price from insider filings
$4.27
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of BLUE RIDGE BANKSHARES, INC. - Common Stock (BRBS) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
LEHMAN KENNETH R 31% $106,493,812 29,998,257 Kenneth R. Lehman 17 Apr 2025
ALLIANCEBERNSTEIN L.P. 5% 0% $16,257,645 +$406,761 4,528,592 +2.6% AllianceBernstein L.P. 30 Jun 2025
Spurzem Richard T 4.3% $13,326,867 3,754,047 Richard T. Spurzem 31 Dec 2024
WBI LP 2.7% $7,114,200 2,004,000 WBI LP 31 Dec 2024

As of 30 Sep 2025, 103 institutional investors reported holding 33,803,349 shares of BLUE RIDGE BANKSHARES, INC. - Common Stock (BRBS). This represents 37% of the company’s total 90,571,840 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of BLUE RIDGE BANKSHARES, INC. - Common Stock (BRBS) together control 34% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Azora Capital LP 4.9% 4,468,657 +1.4% 0.88% $18,902,419
ALLIANCEBERNSTEIN L.P. 4.8% 4,372,552 -3.4% 0.01% $18,495,895
WELLINGTON MANAGEMENT GROUP LLP 4.8% 4,327,400 +93% 0% $18,304,902
BlackRock, Inc. 4.2% 3,796,768 +14% 0% $16,060,329
VANGUARD GROUP INC 3.3% 2,959,124 +6.2% 0% $12,517,094
BANC FUNDS CO LLC 2.4% 2,144,949 -8.4% 1.6% $9,073,134
GEODE CAPITAL MANAGEMENT, LLC 1.4% 1,251,639 +2.7% 0% $5,295,069
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 1.1% 1,011,851 +21% 4.4% $4,280,130
STATE STREET CORP 1.1% 999,553 +56% 0% $4,228,109
Elizabeth Park Capital Advisors, Ltd. 0.89% 803,446 0% 2.8% $3,410,628
DIMENSIONAL FUND ADVISORS LP 0.71% 642,591 +19% 0% $2,718,396
TWO SIGMA INVESTMENTS, LP 0.63% 572,146 +513% 0% $2,420,178
NORTHERN TRUST CORP 0.62% 558,116 +1.7% 0% $2,360,831
RENAISSANCE TECHNOLOGIES LLC 0.53% 480,300 +19% 0% $2,031,669
JACOBS ASSET MANAGEMENT, LLC 0.45% 407,484 -31% 0.94% $1,723,657
EJF Capital LLC 0.39% 351,831 +9% 0.86% $1,488,245
GENDELL JEFFREY L 0.34% 312,221 0% 0.02% $1,320,695
KENNEDY CAPITAL MANAGEMENT LLC 0.3% 269,674 0% 0.03% $1,140,721
VICTORY CAPITAL MANAGEMENT INC 0.25% 225,616 0% $954,356
MORGAN STANLEY 0.24% 217,850 -16% 0% $921,504
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.24% 216,483 +12% 0.02% $915,723
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.23% 210,516 +4.2% 0% $890,483
Oppenheimer & Close, LLC 0.22% 200,460 0% 0.57% $847,946
ALERUS FINANCIAL NA 0.21% 193,980 -2.4% 0.04% $820,535
Squarepoint Ops LLC 0.19% 168,411 0% $712,379

Institutional Holders of BLUE RIDGE BANKSHARES, INC. - Common Stock (BRBS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,096,307 $4,681,342 -$53,606 $4.27 7
2025 Q3 33,803,349 $143,000,747 +$3,285,890 $4.23 103
2025 Q2 33,655,564 $120,816,979 +$19,227,012 $3.59 94
2025 Q1 28,526,359 $92,219,109 +$18,937,563 $3.26 99
2024 Q4 22,645,186 $72,789,240 +$5,238,897 $3.22 89
2024 Q3 21,103,681 $58,979,650 +$20,151,828 $2.80 70
2024 Q2 13,560,105 $35,392,099 +$19,146,037 $2.61 77
2024 Q1 6,124,550 $16,475,459 -$14,259,048 $2.69 69
2023 Q4 11,205,703 $33,953,323 +$9,997,196 $3.03 73
2023 Q3 7,806,167 $35,278,435 +$2,089,838 $4.52 62
2023 Q2 7,355,497 $65,097,198 +$1,492,871 $8.85 59
2023 Q1 7,141,403 $72,840,534 +$1,123,793 $10.20 57
2022 Q4 7,015,734 $87,623,756 +$44,982 $12.49 58
2022 Q3 7,011,045 $89,124,096 +$1,137,738 $12.71 58
2022 Q2 6,905,039 $105,785,075 +$2,659,514 $15.32 63
2022 Q1 6,735,249 $102,177,106 -$14,108,851 $15.17 61
2021 Q4 7,572,944 $135,559,938 +$9,846,360 $17.90 61
2021 Q3 6,725,438 $118,311,418 +$2,635,678 $17.59 55
2021 Q2 6,575,445 $115,635,078 +$46,887,803 $17.52 48
2021 Q1 3,731,411 $81,865,408 +$53,457,299 $21.94 33
2020 Q4 1,294,725 $23,060,000 -$876,953 $17.81 17
2020 Q3 1,346,155 $18,240,000 -$6,879 $13.55 17
2020 Q2 1,344,923 $20,455,000 +$2,121,293 $15.21 18
2020 Q1 1,204,427 $19,212,000 +$388,634 $15.95 14
2019 Q4 1,180,017 $24,720,000 +$12,482,818 $20.95 11
2019 Q3 584,120 $11,650,000 $20.00 3
2019 Q2 584,120 $10,355,000 $19.14 3
2019 Q1 584,120 $9,805,000 +$9,805,000 $16.85 3