As of November 6, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of Advisors' Inner Circle Fund III. The largest reported stake is Brown Advisory Inc's, at 97.77%. 10 filings are on record since July 8, 2025 (Schedule 13G/A, May 8, 2026).
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Key facts
- · Reporting person: Forvis Mazars Wealth Advisors, LLC · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 2,235,086 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-11-05
- · Holder: Forvis Mazars Wealth Advisors, LLC · Percent: 6.67% · SCHEDULE 13G
- · Reporting person: Brown Advisory Inc · Sole voting: 55,754,014 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 55,873,082 · SCHEDULE 13G/A, 2026-05-08
- · Holder: Brown Advisory Inc · Percent: 98.03% · SCHEDULE 13G/A
- · Holder: Brown Advisory Inc · Percent: 98.72% · SCHEDULE 13G
Advisors' Inner Circle Fund III has 10 Schedule 13D or 13G filings on record since 2025-07-08. 2 holders' latest filing reports 5% or more of etf shares. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Brown Advisory Inc | 97.77% | 56,917,196 | SCHEDULE 13G/A, 2026-05-08 | 2026-03-31 |
| Forvis Mazars Wealth Advisors, LLC | 10.19% | 2,235,086 | SCHEDULE 13G/A, 2026-11-05 | 2026-09-30 |
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Keep reading
More on Advisors' Inner Circle Fund III and the records around it.
Companies that share a holder
- Forvis Mazars Wealth Advisors, LLC also filed stake reports on 2 other companies: J.P. Morgan Exchange-Traded Fund Trust (Aug 2026)
- BROWN ADVISORY INC also filed stake reports on 11 other companies: Andersen Group Inc. (Oct 2026), Lumexa Imaging Holdings, Inc. (Aug 2026), Nomad Foods Ltd (Aug 2026)
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What the Full Report on Advisors' Inner Circle Fund III covers
The Short Answer
Which Company This Is
What They Do, And How The Money Works
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Brown Advisory Inc | 55,754,014 | 0 | 0 | 55,873,082 | SCHEDULE 13G/A, 2026-05-08 |
| Brown Investment Advisory & Trust Company | 7,911,927 | 0 | 0 | 6,978,139 | SCHEDULE 13G/A, 2026-05-08 |
| Brown Advisory LLC | 46,329,180 | 0 | 0 | 45,594,205 | SCHEDULE 13G/A, 2026-05-08 |
| Signature Financial Management, Inc | 75,033 | 0 | 0 | 862,864 | SCHEDULE 13G/A, 2026-05-08 |
| Brown Advisory Ltd | 1,437,874 | 0 | 0 | 1,437,874 | SCHEDULE 13G/A, 2026-05-08 |
| Forvis Mazars Wealth Advisors, LLC | 0 | 0 | 2,235,086 | 0 | SCHEDULE 13G/A, 2026-11-05 |
The latest filing identifies Advisors' Inner Circle Fund III by CUSIP 00775Y256 and gives its principal executive office as ONE FREEDOM VALLEY DRIVE, OAKS, PA 19456 (SCHEDULE 13G/A, 2026-11-05).
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-08 | Brown Advisory Inc | 100% | SCHEDULE 13G |
| 2025-07-08 | Brown Advisory Inc | 100% | SCHEDULE 13G |
| 2025-09-09 | Brown Advisory Inc | 94.2% | SCHEDULE 13G/A |
| 2025-09-09 | Brown Advisory Inc | 91.9% | SCHEDULE 13G/A |
| 2026-02-13 | Brown Advisory Inc | 100% | SCHEDULE 13G/A |
| 2026-03-06 | Brown Advisory Inc | 98.72% | SCHEDULE 13G |
| 2026-05-08 | Brown Advisory Inc | 98.03% | SCHEDULE 13G/A |
| 2026-05-08 | Brown Advisory Inc | 97.77% | SCHEDULE 13G/A |
| 2026-08-12 | Forvis Mazars Wealth Advisors, LLC | 6.67% | SCHEDULE 13G |
| 2026-11-05 | Forvis Mazars Wealth Advisors, LLC | 10.19% | SCHEDULE 13G/A |
Questions about who owns Advisors' Inner Circle Fund III
Who owns Advisors' Inner Circle Fund III?
On this page, 2 holders' latest ownership filings report 5% or more of Advisors' Inner Circle Fund III: Brown Advisory Inc (97.77%, Schedule 13G/A, filed 2026-05-08) and Forvis Mazars Wealth Advisors, LLC (10.19%, Schedule 13G/A, filed 2026-11-05).
Who are the largest shareholders of Advisors' Inner Circle Fund III?
By the share each holder's latest filing reports, the largest holders of Advisors' Inner Circle Fund III on this page are Brown Advisory Inc (97.77%) and Forvis Mazars Wealth Advisors, LLC (10.19%).
When did Brown Advisory Inc buy into Advisors' Inner Circle Fund III?
The filings give report dates, not purchase dates. The earliest filing from Brown Advisory Inc on this page is the Schedule 13G, filed 2025-07-08, reporting 100%; its latest, Schedule 13G/A filed 2026-05-08, reports 97.77%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 10 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.