Who owns BGR
Which tracked institutional funds hold BGR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BGR company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on BGR is one-sided between 2025-Q4 and 2026-Q1: 22 added or opened and 3 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BGR’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes BGR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BGR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 85 tracked filers holding BGR, 45 increased or opened the position and 26 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BGR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- ABSOLUTE INVESTMENT ADVISERS, LLC$4M
- WOLVERINE ASSET MANAGEMENT LLC$3M
- Thomas J. Herzfeld Advisors, Inc.$3M
- Quarry LP$2M
- Logan Stone Capital, LLC$968K
Full exits 2
- &PARTNERS$1M
- Samalin Investment Counsel, LLC$967K
Largest adds
- MORGAN STANLEY$9M
- Invesco Ltd.$2M
- WELLS FARGO & COMPANY/MN$2M
- Navis Wealth Advisors, LLC$2M
- RAYMOND JAMES FINANCIAL INC$1M
- UBS Group AG$1M
Largest trims
- TRUIST FINANCIAL CORP$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 1,416,041 | $25M | 21.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 390,045 | $7M | 5.9% | 2026-Q1 |
| Invesco Ltd. added | 386,971 | $7M | 5.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 300,954 | $5M | 4.6% | 2026-Q1 |
| Cypress Capital Management LLC (WY) trimmed | 265,914 | $5M | 4.1% | 2026-Q1 |
| UBS Group AG added | 235,655 | $4M | 3.6% | 2026-Q1 |
| ABSOLUTE INVESTMENT ADVISERS, LLC new | 228,480 | $4M | 3.5% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 213,344 | $4M | 3.3% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC added | 196,508 | $3M | 3.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 182,713 | $3M | 2.8% | 2026-Q1 |
| Thomas J. Herzfeld Advisors, Inc. new | 181,116 | $3M | 2.8% | 2026-Q1 |
| Navis Wealth Advisors, LLC added | 138,762 | $2M | 2.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 138,477 | $2M | 2.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 128,290 | $2M | 2.0% | 2026-Q1 |
| Z3 Capital Partners, LLC added | 106,681 | $2M | 1.6% | 2026-Q1 |
| Moors & Cabot, Inc. added | 92,247 | $2M | 1.4% | 2026-Q1 |
| Quarry LP new | 89,687 | $2M | 1.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 67,305 | $1M | 1.0% | 2026-Q1 |
| Cetera Investment Advisers added | 64,454 | $1M | 1.0% | 2026-Q1 |
| Carl P. Sherr & Co., LLC | 60,966 | $1M | 0.9% | 2026-Q1 |
| Formidable Asset Management, LLC added | 77,702 | $1M | 0.9% | 2026-Q1 |
| Logan Stone Capital, LLC trimmed | 55,916 | $968K | 0.9% | 2026-Q1 |
| Private Advisor Group, LLC added | 52,635 | $911K | 0.8% | 2026-Q1 |
| Apollon Wealth Management, LLC trimmed | 52,348 | $906K | 0.8% | 2026-Q1 |
| AlphaCore Capital LLC added | 49,871 | $863K | 0.8% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 47,655 | $825K | 0.7% | 2026-Q1 |
| ASHTON THOMAS SECURITIES, LLC trimmed | 43,855 | $759K | 0.7% | 2026-Q1 |
| Summit Financial, LLC trimmed | 39,912 | $691K | 0.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 41,539 | $687K | 0.6% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 38,855 | $673K | 0.6% | 2026-Q1 |
| Creative Planning trimmed | 36,354 | $629K | 0.6% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 35,770 | $619K | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 32,608 | $564K | 0.5% | 2026-Q1 |
| UHLMANN PRICE SECURITIES, LLC added | 30,588 | $529K | 0.5% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 27,928 | $483K | 0.4% | 2026-Q1 |
| TMB Capital Partners, LLC trimmed | 22,084 | $382K | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 21,682 | $375K | 0.3% | 2026-Q1 |
| DECISION INVESTMENTS, INC | 21,070 | $365K | 0.3% | 2026-Q1 |
| XTX Topco Ltd new | 19,255 | $333K | 0.3% | 2026-Q1 |
| Alessandra Capital Management, LLC trimmed | 18,825 | $326K | 0.3% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 18,768 | $325K | 0.3% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. | 15,884 | $275K | 0.2% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 15,355 | $266K | 0.2% | 2026-Q1 |
| NWF Advisory Services Inc. added | 15,303 | $265K | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 15,202 | $263K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 15,180 | $263K | 0.2% | 2026-Q1 |
| WEALTH EFFECTS LLC | 15,000 | $260K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 12,894 | $223K | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 12,541 | $217K | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 12,268 | $212K | 0.2% | 2026-Q1 |
| Cypress Capital Group new | 12,024 | $208K | 0.2% | 2026-Q1 |
| Mezzasalma Advisors, LLC added | 11,499 | $199K | 0.2% | 2026-Q1 |
| CHOREO, LLC added | 11,233 | $194K | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 10,521 | $182K | 0.2% | 2026-Q1 |
| NBC SECURITIES, INC. added | 10,251 | $177K | 0.2% | 2026-Q1 |
| SPIREPOINT PRIVATE CLIENT, LLC | 10,026 | $174K | 0.2% | 2026-Q1 |
| Ancora Advisors LLC | 7,000 | $121K | 0.1% | 2026-Q1 |
| Parallel Advisors, LLC added | 5,841 | $101K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 5,811 | $101K | 0.1% | 2026-Q1 |
| EVERMAY WEALTH MANAGEMENT LLC | 5,800 | $100K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 5,307 | $92K | 0.1% | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO | 4,335 | $75K | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 3,026 | $52K | 0.0% | 2026-Q1 |
| Triumph Capital Management | 2,400 | $42K | 0.0% | 2026-Q1 |
| SHP Wealth Management | 2,280 | $39K | 0.0% | 2026-Q1 |
| ASSETMARK, INC added | 2,224 | $38K | 0.0% | 2026-Q1 |
| Founders Capital Management | 2,000 | $35K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC new | 2,000 | $35K | 0.0% | 2026-Q1 |
| Murphy & Mullick Capital Management Corp | 2,000 | $35K | 0.0% | 2026-Q1 |
| Golden State Wealth Management, LLC | 1,383 | $24K | 0.0% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 1,156 | $20K | 0.0% | 2026-Q1 |
| Millstone Evans Group, LLC | 1,030 | $18K | 0.0% | 2026-Q1 |
| Atlantic Union Bankshares Corp | 700 | $12K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. | 650 | $11K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 300 | $8K | 0.0% | 2026-Q1 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD trimmed | 444,523 | $6M | 5.3% | 2025-Q1 stale |
| &PARTNERS new | 77,437 | $1M | 0.9% | 2025-Q4 stale |
| Samalin Investment Counsel, LLC trimmed | 71,383 | $967K | 0.9% | 2025-Q4 stale |
| MGB Wealth Management, LLC added | 34,205 | $463K | 0.4% | 2025-Q4 stale |
| WNY Asset Management, LLC trimmed | 32,067 | $435K | 0.4% | 2025-Q3 stale |
| Northside Capital Management, LLC | 24,299 | $322K | 0.3% | 2025-Q2 stale |
| Cambridge Investment Research Advisors, Inc. added | 18,080 | $246K | 0.2% | 2025-Q1 stale |
| Thrivent Financial for Lutherans | 16,023 | $218K | 0.2% | 2025-Q1 stale |
| Mariner, LLC trimmed | 15,199 | $206K | 0.2% | 2025-Q4 stale |
| Joel Isaacson & Co., LLC new | 14,450 | $196K | 0.2% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 13,806 | $183K | 0.2% | 2025-Q2 stale |
| Waverly Advisors, LLC trimmed | 12,190 | $162K | 0.1% | 2025-Q2 stale |
| COMERICA BANK added | 11,332 | $153K | 0.1% | 2025-Q4 stale |
| one8zero8, LLC | 10,600 | $144K | 0.1% | 2025-Q3 stale |
| Virtu Financial LLC added | 10,499 | $143K | 0.1% | 2025-Q1 stale |
| HRT FINANCIAL LP new | 10,317 | $140K | 0.1% | 2025-Q3 stale |
| Kestra Advisory Services, LLC trimmed | 7,535 | $102K | 0.1% | 2025-Q4 stale |
| Elequin Capital, LP added | 6,355 | $86K | 0.1% | 2025-Q1 stale |
| Creekmur Asset Management LLC | 3,176 | $43K | 0.0% | 2025-Q3 stale |
| Garde Capital, Inc. | 2,224 | $29K | 0.0% | 2025-Q2 stale |
| Global Retirement Partners, LLC trimmed | 1,042 | $14K | 0.0% | 2025-Q4 stale |
| Fortitude Family Office, LLC trimmed | 1,018 | $13K | 0.0% | 2025-Q2 stale |
| Ameritas Advisory Services, LLC trimmed | 950 | $13K | 0.0% | 2025-Q3 stale |
| BESSEMER GROUP INC | 666 | $9K | 0.0% | 2025-Q2 stale |
| Colonial Trust Advisors new | 625 | $8K | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.