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
91,125,342
Price per share
$4.27
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
19,137,187
Total reported value
$81,718,774
% of total 13F portfolios
0%
Share change
+1,766,286
Value change
+$7,545,609
Number of holders
72
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
WELLINGTON MANAGEMENT GROUP LLP 7.3% $28,404,680 6,652,150 Wellington Management Group LLP 31 Dec 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 31 Dec 2025, 72 institutional investors reported holding 19,137,187 shares of BLUE RIDGE BANKSHARES, INC. - Common Stock (BRBS). This represents 21% of the company’s total 91,125,342 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of BLUE RIDGE BANKSHARES, INC. - Common Stock (BRBS) together control 33% 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
WELLINGTON MANAGEMENT GROUP LLP 7.3% 6,652,150 +54% 0% $28,404,680
Azora Capital LP 5.4% 4,937,973 +11% 1.3% $21,085,145
BlackRock, Inc. 4.2% 3,855,879 +1.6% 0% $16,464,602
VANGUARD GROUP INC 3.6% 3,320,121 +12% 0% $14,176,917
BANC FUNDS CO LLC 2.2% 2,029,033 -5.4% 1.7% $8,663,971
GEODE CAPITAL MANAGEMENT, LLC 1.4% 1,286,411 +2.8% 0% $5,493,584
ALGEBRIS (UK) LTD 1.4% 1,242,328 0.42% $5,307,222
STATE STREET CORP 1.2% 1,065,329 +6.6% 0% $4,548,955
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 1.1% 998,937 -1.3% 3.9% $4,265,463
DIMENSIONAL FUND ADVISORS LP 0.85% 778,272 +21% 0% $3,322,355
RENAISSANCE TECHNOLOGIES LLC 0.53% 481,153 +0.18% 0% $2,054,523
EJF Capital LP 0.5% 451,831 +28% 1.1% $1,929,318
JACOBS ASSET MANAGEMENT, LLC 0.32% 287,378 -29% 0.68% $1,227,104
MORGAN STANLEY 0.28% 259,619 +19% 0% $1,108,573
KENNEDY CAPITAL MANAGEMENT LLC 0.25% 229,490 -15% 0.02% $979,922
VICTORY CAPITAL MANAGEMENT INC 0.25% 227,966 +1% 0% $973,415
GENDELL JEFFREY L 0.24% 214,608 -31% 0.02% $916,376
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.23% 210,516 0% 0% $898,903
Oppenheimer & Close, LLC 0.22% 200,460 0% 0.58% $855,964
Squarepoint Ops LLC 0.22% 199,508 +18% 0% $851,899
ALERUS FINANCIAL NA 0.2% 186,163 -4% 0.04% $794,916
UBS Group AG 0.2% 181,896 +391% 0% $776,696
Bank of New York Mellon Corp 0.18% 167,211 +3.8% 0% $713,989
Blue Edge Capital, LLC 0.17% 152,514 0% 0.09% $651,235
GOLDMAN SACHS GROUP INC 0.16% 149,118 +49% 0% $636,734

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 19,137,187 $81,718,774 +$7,545,609 $4.27 72
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