LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Aristotle Capital Management, LLC | 0.1% | 0.1% | #13 | $47.2M | 426,810 | $47.1M | 439,990 | -13,180-3.00% | Reduce | |
| FRANKLIN STREET ADVISORS INC /NC | 1.39% | — | #2 | $24.8M | 224,245 | $0 | 0 | +224,245 | New Buy | |
| Cardinal Capital Management, Inc. | 0.56% | — | #3 | $22.7M | 205,448 | $0 | 0 | +205,448 | New Buy | |
| Moran Wealth Management, LLC | 0.16% | — | #10 | $5.7M | 51,629 | $0 | 0 | +51,629 | New Buy | |
| APPLETON PARTNERS INC/MA | 0.25% | 0.29% | #8 | $4.1M | 36,795 | $4.1M | 38,496 | -1,701-4.42% | Reduce | |
| RHUMBLINE ADVISERS | <0.01% | <0.01% | #30 | $3.8M | 34,527 | $3.4M | 31,174 | +3,353+10.76% | Add | |
| McGinn Penninger Investment Management, Inc. | 2.22% | 2.87% | #1 | $3.6M | 32,925 | $3.5M | 32,060 | +865+2.70% | Add | |
| Lester Murray Antman dba SimplyRich | 0.4% | 0.41% | #6 | $1.6M | 14,800 | $1.6M | 14,800 | 00.00% | Unchanged | |
| HANTZ FINANCIAL SERVICES, INC. | 0.01% | 0.02% | #22 | $1.1M | 9,999 | $1.2M | 11,096 | -1,097-9.89% | Reduce | |
| AR ASSET MANAGEMENT INC | 0.18% | 0.18% | #9 | $940,100 | 8,500 | $929,000 | 8,500 | 00.00% | Unchanged | |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 0.01% | 0.01% | #23 | $850,514 | 7,690 | $780,192 | 7,142 | +548+7.67% | Add | |
| WEIK CAPITAL MANAGEMENT | 0.32% | 0.4% | #7 | $843,878 | 7,630 | $889,214 | 8,140 | -510-6.27% | Reduce | |
| Renasant Bank | 0.52% | — | #5 | $806,852 | 7,289 | $0 | 0 | +7,289 | New Buy | |
| Sterling Capital Management LLC | 0.01% | <0.01% | #24 | $753,829 | 6,810 | $239,154 | 2,241 | +4,569+203.88% | Add | |
| Minot DeBlois Advisors LLC | 0.56% | 0.58% | #4 | $647,342 | 5,853 | $635,886 | 5,821 | +32+0.55% | Add | |
| Calydon Capital | 0.08% | 0.14% | #14 | $570,254 | 5,156 | $562,695 | 5,151 | +5+0.10% | Add | |
| Diversified Trust Co | 0.01% | 0.01% | #27 | $528,121 | 4,771 | $645,531 | 6,049 | -1,278-21.13% | Reduce | |
| DF DENT & CO INC | 0.01% | 0.02% | #25 | $526,788 | 4,763 | $536,696 | 4,913 | -150-3.05% | Reduce | |
| Wealthspire Advisors, LLC | <0.01% | — | #31 | $500,133 | 4,522 | $0 | 0 | +4,522 | New Buy | |
| GAMMA Investing LLC | 0.02% | 0.02% | #20 | $452,354 | 4,090 | $335,039 | 3,067 | +1,023+33.36% | Add | |
| FIRST MANHATTAN CO. LLC. | <0.01% | <0.01% | #37 | $443,617 | 4,011 | $445,808 | 4,081 | -70-1.72% | Reduce | |
| FNY Investment Advisers, LLC | 0.13% | 0.01% | #12 | $352,040 | 3,183 | $22,000 | 207 | +2,976+1,437.68% | Add | |
| Financial Avengers, Inc. | 0.15% | 0.15% | #11 | $339,736 | 3,110 | $339,736 | 3,110 | 00.00% | Unchanged | |
| Williams Jones Wealth Management, LLC. | <0.01% | <0.01% | #29 | $310,896 | 2,811 | $320,183 | 2,931 | -120-4.09% | Reduce | |
| ALTA CAPITAL MANAGEMENT LLC/ | 0.02% | — | #18 | $270,970 | 2,450 | $0 | 0 | +2,450 | New Buy | |
| Sandhill Capital Partners LLC | 0.02% | 0.05% | #17 | $260,905 | 2,359 | $257,697 | 2,359 | 00.00% | Unchanged | |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 0.06% | 0.07% | #16 | $219,552 | 1,986 | $219,210 | 1,973 | +13+0.66% | Add | |
| 10Elms LLP | 0.07% | 0.06% | #15 | $165,900 | 1,500 | $98,316 | 900 | +600+66.67% | Add | |
| ATLAS CAPITAL ADVISORS INC. | 0.02% | — | #21 | $153,402 | 1,387 | $0 | 0 | +1,387 | New Buy | |
| PNC FINANCIAL SERVICES GROUP, INC. | <0.01% | <0.01% | #49 | $54,526 | 493 | $33,318 | 305 | +188+61.64% | Add | |
| General Partner, Inc. | 0.02% | 0.02% | #19 | $35,834 | 324 | $35,394 | 324 | 00.00% | Unchanged | |
| Ancora Advisors LLC | <0.01% | <0.01% | #38 | $34,839 | 315 | $53,746 | 492 | -177-35.98% | Reduce | |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 0.01% | 0.01% | #26 | $32,987 | 298 | $31,802 | 298 | 00.00% | Unchanged | |
| Salomon & Ludwin, LLC | <0.01% | <0.01% | #32 | $27,739 | 255 | $27,739 | 255 | 00.00% | Unchanged | |
| First Command Advisory Services, Inc. | <0.01% | <0.01% | #48 | $15,484 | 140 | $983 | 9 | +131+1,455.56% | Add | |
| Westside Investment Management, Inc. | <0.01% | <0.01% | #35 | $13,603 | 123 | $13,379 | 123 | 00.00% | Unchanged | |
| Park Place Capital Corp | <0.01% | — | #34 | $12,166 | 110 | $0 | 0 | +110 | New Buy | |
| Coston, McIsaac & Partners | <0.01% | <0.01% | #36 | $8,184 | 74 | $8,000 | 74 | 00.00% | Unchanged | |
| Ascentis Wealth Management, LLC | <0.01% | 0.03% | #33 | $7,756 | 71 | $149,658 | 1,370 | -1,299-94.82% | Reduce | |
| IMA Advisory Services, Inc. | <0.01% | <0.01% | #43 | $5,641 | 51 | $3,604 | 33 | +18+54.55% | Add | |
| Gleason Group, Inc. | <0.01% | <0.01% | #41 | $5,357 | 48 | $5,105 | 48 | 00.00% | Unchanged | |
| Benson Wealth Management INC | <0.01% | 0.01% | #28 | $3,760 | 34 | $3,714 | 34 | 00.00% | Unchanged | |
| NBT BANK, N.A. | <0.01% | <0.01% | #45 | $2,765 | 25 | $2,731 | 25 | 00.00% | Unchanged | |
| Oakworth Capital, Inc. | <0.01% | <0.01% | #47 | $2,627 | 24 | $2,622 | 24 | 00.00% | Unchanged | |
| Markowski Investments | <0.01% | — | #39 | $2,433 | 22 | $0 | 0 | +22 | New Buy | |
| Winch Advisory Services, LLC | <0.01% | — | #40 | $2,238 | 20 | $0 | 0 | +20 | New Buy | |
| HORIZON FINANCIAL SERVICES, LLC | <0.01% | — | #42 | $1,106 | 10 | $0 | 0 | +10 | New Buy | |
| RICHARDSON FINANCIAL SERVICES INC. | <0.01% | <0.01% | #44 | $553 | 5 | $546 | 5 | 00.00% | Unchanged | |
| Sankala Group LLC | <0.01% | — | #46 | $207 | 2 | $0 | 0 | +2 | New Buy |