Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

BLUE RIDGE BANKSHARES, INC.

CIK 0000842717BRBS· quarter ending 2026-06-30

Shares outstanding

89,688,853

as of 2026-07-31 · 10-Q cover page, filed 2026-08-10

Held by 13F filers

32,671,536

36.4% of shares outstanding

Holders

105

-2 vs 2026-03-31 · 10 new, 12 exited

Value

$115.9M

shares -3.5% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-10, as of 2026-07-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	BRBS · NYSE	89,688,853	32,671,536	36.4%	105	095825105

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	095825105	COM	105	32,671,536	89,688,853	36.4%	$115.9M	1 call / 0 put	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (105 of 105 · 095825105)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	WELLINGTON MANAGEMENT GROUP LLP	6,296,410	7.02%	$22.2M	-136,151 (-2.1%)
2	BlackRock, Inc.	4,260,106	4.75%	$15.0M	+465,127 (+12.3%)
3	ALGEBRIS (UK) LTD	2,553,967	2.85%	$9.0M	+18,862 (+0.7%)
4	VANGUARD CAPITAL MANAGEMENT LLC	2,428,754	2.71%	$8.6M	-200,822 (-7.6%)
5	BANC FUNDS CO LLC	1,889,033	2.11%	$6.7M	—
6	GEODE CAPITAL MANAGEMENT, LLC	1,341,091	1.50%	$4.7M	+69,150 (+5.4%)
7	DIMENSIONAL FUND ADVISORS LP	1,133,307	1.26%	$4.0M	+207,766 (+22.4%)
8	STATE STREET CORP	1,090,269	1.22%	$3.8M	-4,700 (-0.4%)
9	GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	1,025,916	1.14%	$3.6M	+8,984 (+0.9%)
10	TWO SIGMA INVESTMENTS, LP	911,783	1.02%	$3.2M	+224,320 (+32.6%)
11	ALLIANCEBERNSTEIN L.P.	812,162	0.91%	$3.4M	-69,334 (-7.9%)
12	Elizabeth Park Capital Advisors, Ltd.	803,446	0.90%	$2.8M	—
13	NORTHERN TRUST CORP	544,961	0.61%	$1.9M	+8,210 (+1.5%)
14	JACOBS ASSET MANAGEMENT, LLC	501,105	0.56%	$1.8M	+301,227 (+150.7%)
15	EJF Capital LP	473,353	0.53%	$1.7M	-50,950 (-9.7%)
16	RENAISSANCE TECHNOLOGIES LLC	466,653	0.52%	$1.6M	-73,800 (-13.7%)
17	VANGUARD PORTFOLIO MANAGEMENT LLC	441,021	0.49%	$1.6M	+51,454 (+13.2%)
18	MORGAN STANLEY	388,388	0.43%	$1.4M	+132,504 (+51.8%)
19	MARSHALL WACE, LLP	342,939	0.38%	$1.2M	+325,357 (+1850.5%)
20	VANGUARD FIDUCIARY TRUST CO	333,090	0.37%	$1.2M	+18,280 (+5.8%)
21	VICTORY CAPITAL MANAGEMENT INC	330,000	0.37%	$1.2M	+68,000 (+26.0%)
22	CITADEL ADVISORS LLC	314,432	0.35%	$1.1M	+270,807 (+620.8%)
23	KENNEDY CAPITAL MANAGEMENT LLC	220,439	0.25%	$778K	-9,051 (-3.9%)
24	GENDELL JEFFREY L	214,608	0.24%	$758K	—
25	Oppenheimer & Close, LLC	200,460	0.22%	$708K	—
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	199,945	0.22%	$706K	+11,680 (+6.2%)
27	Squarepoint Ops LLC	186,092	0.21%	$657K	-29,233 (-13.6%)
28	NewEdge Advisors, LLC	174,238	0.19%	$615K	+24,384 (+16.3%)
29	GOLDMAN SACHS GROUP INC	168,917	0.19%	$596K	-30,558 (-15.3%)
30	CALDWELL SUTTER CAPITAL, INC.	164,278	0.18%	$580K	+11,034 (+7.2%)
31	Bank of New York Mellon Corp	163,641	0.18%	$578K	-231 (-0.1%)
32	BANK OF AMERICA CORP /DE/	152,611	0.17%	$539K	-18,137 (-10.6%)
33	Blue Edge Capital, LLC	152,514	0.17%	$538K	—
34	ALERUS FINANCIAL NA	133,064	0.15%	$470K	-18,084 (-12.0%)
35	AMERICAN CENTURY COMPANIES INC	119,291	0.13%	$421K	-6,643 (-5.3%)
36	AQR CAPITAL MANAGEMENT LLC	104,645	0.12%	$369K	+84,420 (+417.4%)
37	Cetera Investment Advisers	92,223	0.10%	$326K	NEW
38	BRIDGEWAY CAPITAL MANAGEMENT, LLC	90,997	0.10%	$321K	-25,000 (-21.6%)
39	Nuveen, LLC	86,302	0.10%	$305K	-24,819 (-22.3%)
40	Heritage Wealth Advisors	72,588	0.08%	$256K	—
41	DEUTSCHE BANK AG\	66,967	0.07%	$236K	+6,639 (+11.0%)
42	PRIVATE CLIENT SERVICES, LLC	65,938	0.07%	$233K	—
43	Qube Research & Technologies Ltd	65,271	0.07%	$230K	+513 (+0.8%)
44	Empowered Funds, LLC	64,560	0.07%	$228K	-25,000 (-27.9%)
45	WELLS FARGO & COMPANY/MN	57,753	0.06%	$204K	+29,586 (+105.0%)
46	OCCUDO QUANTITATIVE STRATEGIES LP	56,297	0.06%	$199K	+11,342 (+25.2%)
47	SALZHAUER MICHAEL	56,000	0.06%	$198K	NEW
48	PRICE T ROWE ASSOCIATES INC /MD/	49,691	0.06%	$176K	+2,782 (+5.9%)
49	RHUMBLINE ADVISERS	49,458	0.06%	$175K	+1,589 (+3.3%)
50	MetLife Investment Management, LLC	39,807	0.04%	$141K	-1,591 (-3.8%)
51	Schonfeld Strategic Advisors LLC	39,079	0.04%	$138K	-859 (-2.2%)
52	Invesco Ltd.	37,297	0.04%	$132K	-726 (-1.9%)
53	RAYMOND JAMES FINANCIAL INC	37,138	0.04%	$131K	-78,315 (-67.8%)
54	Jump Financial, LLC	35,400	0.04%	$125K	+22,779 (+180.5%)
55	Russell Investments Group, Ltd.	35,024	0.04%	$124K	+29,317 (+513.7%)
56	LPL Financial LLC	33,780	0.04%	$119K	—
57	JPMORGAN CHASE & CO	33,465	0.04%	$119K	+5,217 (+18.5%)
58	UBS Group AG	32,594	0.04%	$115K	-58,530 (-64.2%)
59	CITIGROUP INC	30,349	0.03%	$107K	+23,618 (+350.9%)
60	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	30,287	0.03%	$107K	-1,851 (-5.8%)
61	SEI INVESTMENTS CO	26,281	0.03%	$93K	—
62	MANUFACTURERS LIFE INSURANCE COMPANY, THE	25,223	0.03%	$89K	+5,269 (+26.4%)
63	RAFFLES ASSOCIATES LP	22,682	0.03%	$80K	NEW
64	Focus Partners Wealth	21,670	0.02%	$76K	+1,016 (+4.9%)
65	Harbor Advisors LLC	21,081	0.02%	$74K	—
66	Sumitomo Mitsui Trust Group, Inc.	19,695	0.02%	$70K	NEW
67	Salomon & Ludwin, LLC	19,634	0.02%	$70K	—
68	Vanguard Global Advisers, LLC	18,522	0.02%	$65K	—
69	Police & Firemen's Retirement System of New Jersey	17,911	0.02%	$63K	—
70	NEW YORK STATE COMMON RETIREMENT FUND	14,989	0.02%	$53K	—
71	INTECH INVESTMENT MANAGEMENT LLC	14,559	0.02%	$51K	-2,977 (-17.0%)
72	Apollon Wealth Management, LLC	14,409	0.02%	$51K	+9 (+0.1%)
73	&PARTNERS	13,123	0.01%	$46K	-1,600 (-10.9%)
74	ELLERSON GROUP INC /ADV	12,500	0.01%	$44K	+1,000 (+8.7%)
75	STIFEL FINANCIAL CORP	11,390	0.01%	$40K	—
76	HighTower Advisors, LLC	10,793	0.01%	$38K	+296 (+2.8%)
77	ROYAL BANK OF CANADA	10,562	0.01%	$38K	+10,296 (+3870.7%)
78	Cannon Wealth Management Services, LLC	10,080	0.01%	$36K	—
79	Janney Montgomery Scott LLC	10,000	0.01%	$35K	NEW
80	BARCLAYS PLC	9,822	0.01%	$35K	-6,189 (-38.7%)
81	Tower Research Capital LLC (TRC)	9,158	0.01%	$32K	-8,192 (-47.2%)
82	BNP PARIBAS FINANCIAL MARKETS	9,147	0.01%	$32K	-6,582 (-41.8%)
83	Ameritas Investment Partners, Inc.	6,559	0.01%	$23K	—
84	MV CAPITAL MANAGEMENT, INC.	6,451	0.01%	$23K	—
85	Legal & General Group Plc	5,819	0.01%	$21K	—
86	TOTH FINANCIAL ADVISORY CORP	2,500	0.00%	$9K	—
87	FMR LLC	2,088	0.00%	$7K	-2,171 (-51.0%)
88	FIRST HORIZON CORP	2,000	0.00%	$7K	—
89	OSAIC HOLDINGS, INC.	1,295	0.00%	$5K	+995 (+331.7%)
90	Sterling Capital Management LLC	1,262	0.00%	$4K	-996 (-44.1%)
91	Farther Finance Advisors, LLC	1,055	0.00%	$4K	-281 (-21.0%)
92	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	906	0.00%	$3K	-2,744 (-75.2%)
93	SBI Securities Co., Ltd.	858	0.00%	$3K	—
94	Arax Advisory Partners	710	0.00%	$3K	NEW
95	Allworth Financial LP	329	0.00%	$1K	NEW
96	Essential Partners LLC	302	0.00%	$1K	+270 (+843.8%)
97	GROUP ONE TRADING LLC	240	0.00%	$847	-260 (-52.0%)
98	Capital Advisors, Ltd. LLC	209	0.00%	$1K	—
99	Cornerstone Planning Group LLC	192	0.00%	$649	—
100	EverSource Wealth Advisors, LLC	114	0.00%	$403	+108 (+1800.0%)
101	American Capital Advisory, LLC	100	0.00%	$353	—
102	ROTHSCHILD INVESTMENT LLC	76	0.00%	$268	NEW
103	Wealth Enhancement Trust Services, Inc.	19	0.00%	$67	NEW
104	SJS Investment Consulting Inc.	15	0.00%	$53	NEW
105	Caitong International Asset Management Co., Ltd	12	0.00%	$42	+8 (+200.0%)

Exited since 2026-03-31 (12 filers; largest 12 shown)

Azora Capital LP	−2,703,441
XTX Topco Ltd	−79,533
Arcus Capital Partners, LLC	−40,809
MILLENNIUM MANAGEMENT LLC	−36,574
JANE STREET GROUP, LLC	−24,861
SUSQUEHANNA INTERNATIONAL GROUP, LLP	−23,009
DAVENPORT & Co LLC	−13,963
JOURNEY STRATEGIC WEALTH LLC	−10,850
CWM, LLC	−1,312
State of Wyoming	−359
Root Financial Partners, LLC	−58
MAI Capital Management	−2

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Azora Capital GP LLC	SCHEDULE 13G/A	2026-05-15	2026-03-31	2,703,441	3%
Azora Capital LP	SCHEDULE 13G/A	2026-05-15	2026-03-31	2,703,441	3%
Ravi Chopra	SCHEDULE 13G/A	2026-05-15	2026-03-31	2,703,441	3%
Wellington Group Holdings LLP	SCHEDULE 13G	2026-02-10	2025-12-31	6,652,150	7.3%
Wellington Investment Advisors Holdings LLP	SCHEDULE 13G	2026-02-10	2025-12-31	6,652,150	7.3%
Wellington Management Company LLP	SCHEDULE 13G	2026-02-10	2025-12-31	6,652,150	6.3%
Wellington Management Group LLP	SCHEDULE 13G	2026-02-10	2025-12-31	6,652,150	7.3%
AllianceBernstein L.P.	SCHEDULE 13G/A	2025-08-13	2025-06-30	4,528,592	5%
Kenneth R. Lehman	SCHEDULE 13D/A	2025-04-18	2025-04-17	29,998,257	30.7%
WBI LP	SCHEDULE 13G/A	2025-02-14	2024-12-31	2,004,000	2.7%
White Bay Global, Inc.	SCHEDULE 13G/A	2025-02-14	2024-12-31	2,004,000	2.7%
Richard T. Spurzem	SCHEDULE 13G/A	2025-01-03	2024-12-31	3,754,047	4.32%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.