Who owns BJ's Wholesale Club Holdings (BJ)
Which tracked institutional funds hold BJ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BJ 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
207 tracked funds added or opened BJ while 102 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
BJ’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes BJ more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BJ 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 625 tracked filers holding BJ, 314 increased or opened the position and 316 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 BJ 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 34
- VANGUARD PORTFOLIO MANAGEMENT LLC$599M
- VANGUARD CAPITAL MANAGEMENT LLC$580M
- VANGUARD FIDUCIARY TRUST CO$80M
- Rheos Capital Works Inc.$54M
- Epoch Investment Partners, Inc.$24M
- Freestone Grove Partners LP$23M
Full exits 39
- VANGUARD GROUP INC$1.1B
- Select Equity Group, L.P.$242M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$47M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$43M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$26M
- RENAISSANCE TECHNOLOGIES LLC$17M
Largest adds
- CITADEL ADVISORS LLC$164M
- Capital International Investors$116M
- FRANKLIN RESOURCES INC$114M
- T. Rowe Price Investment Management, Inc.$72M
- Amundi$69M
- MORGAN STANLEY$61M
Largest trims
- VICTORY CAPITAL MANAGEMENT INC$56M
- Invesco Ltd.$48M
- MILLENNIUM MANAGEMENT LLC$39M
- WELLINGTON MANAGEMENT GROUP LLP$32M
- ROYAL BANK OF CANADA$31M
- VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$30M
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 |
|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC trimmed | 11,254,181 | $1.1B | 7.8% | 2026-Q1 |
| BlackRock, Inc. added | 12,468,509 | $1.1B | 7.6% | 2026-Q2 |
| FMR LLC added | 9,798,026 | $855M | 6.0% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 7,120,411 | $701M | 4.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 6,090,683 | $599M | 4.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 5,892,622 | $580M | 4.1% | 2026-Q1 |
| STATE STREET CORP trimmed | 5,198,701 | $453M | 3.2% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 3,545,709 | $349M | 2.4% | 2026-Q1 |
| River Road Asset Management, LLC added | 3,503,473 | $345M | 2.4% | 2026-Q1 |
| MORGAN STANLEY added | 3,432,309 | $338M | 2.4% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 3,309,013 | $332M | 2.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,143,373 | $309M | 2.2% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 3,282,291 | $286M | 2.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 2,780,608 | $275M | 1.9% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 2,669,052 | $263M | 1.8% | 2026-Q1 |
| Capital International Investors added | 2,709,266 | $236M | 1.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 2,616,277 | $228M | 1.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,914,561 | $188M | 1.3% | 2026-Q1 |
| Clearbridge Investments, LLC added | 1,738,630 | $171M | 1.2% | 2026-Q1 |
| BESSEMER GROUP INC trimmed | 1,711,586 | $168M | 1.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,620,165 | $159M | 1.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 1,709,852 | $149M | 1.0% | 2026-Q2 |
| NORGES BANK trimmed | 1,505,980 | $131M | 0.9% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 1,393,035 | $125M | 0.9% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 1,171,954 | $115M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,125,706 | $111M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 951,205 | $94M | 0.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 1,066,972 | $93M | 0.7% | 2026-Q2 |
| Boston Trust Walden Corp trimmed | 912,392 | $90M | 0.6% | 2026-Q1 |
| UBS Group AG added | 885,885 | $87M | 0.6% | 2026-Q1 |
| Amundi added | 851,807 | $84M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 847,553 | $83M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 816,487 | $80M | 0.6% | 2026-Q1 |
| LORD, ABBETT & CO. LLC trimmed | 811,485 | $80M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 792,749 | $78M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 747,377 | $74M | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 747,096 | $74M | 0.5% | 2026-Q1 |
| GW&K Investment Management, LLC trimmed | 744,326 | $73M | 0.5% | 2026-Q1 |
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 807,749 | $70M | 0.5% | 2026-Q2 |
| TimesSquare Capital Management, LLC trimmed | 709,194 | $70M | 0.5% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. new | 790,616 | $69M | 0.5% | 2026-Q2 |
| FIDUCIARY MANAGEMENT INC /WI/ trimmed | 689,400 | $68M | 0.5% | 2026-Q1 |
| FIL Ltd added | 651,896 | $64M | 0.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 611,632 | $60M | 0.4% | 2026-Q1 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC added | 610,450 | $60M | 0.4% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 608,685 | $60M | 0.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 606,022 | $60M | 0.4% | 2026-Q1 |
| Invesco Ltd. trimmed | 671,733 | $59M | 0.4% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 594,549 | $59M | 0.4% | 2026-Q1 |
| Rheos Capital Works Inc. added | 550,000 | $54M | 0.4% | 2026-Q1 |
| Life Cycle Investment Partners Ltd added | 539,849 | $53M | 0.4% | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO trimmed | 536,755 | $53M | 0.4% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 533,668 | $53M | 0.4% | 2026-Q1 |
| Focus Partners Wealth trimmed | 339,071 | $52M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 525,809 | $52M | 0.4% | 2026-Q1 |
| Walleye Capital LLC added | 487,496 | $48M | 0.3% | 2026-Q1 |
| Danica Pension, Livsforsikringsaktieselskab trimmed | 448,873 | $44M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 396,598 | $39M | 0.3% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO added | 369,110 | $36M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 357,035 | $35M | 0.2% | 2026-Q1 |
| Tidal Investments LLC added | 353,128 | $35M | 0.2% | 2026-Q1 |
| MENORA MIVTACHIM HOLDINGS LTD. trimmed | 344,329 | $34M | 0.2% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC added | 325,198 | $32M | 0.2% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 319,890 | $31M | 0.2% | 2026-Q1 |
| FRONTIER CAPITAL MANAGEMENT CO LLC added | 319,220 | $31M | 0.2% | 2026-Q1 |
| Rathbones Group PLC trimmed | 287,606 | $28M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 284,383 | $28M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 306,705 | $27M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 302,102 | $26M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 258,900 | $25M | 0.2% | 2026-Q1 |
| ROYAL LONDON ASSET MANAGEMENT LTD added | 246,248 | $24M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 246,327 | $24M | 0.2% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 244,109 | $24M | 0.2% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. added | 243,353 | $24M | 0.2% | 2026-Q1 |
| Epoch Investment Partners, Inc. new | 243,260 | $24M | 0.2% | 2026-Q1 |
| Freestone Grove Partners LP new | 236,026 | $23M | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 221,324 | $22M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 211,787 | $21M | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 207,333 | $20M | 0.1% | 2026-Q1 |
| Trexquant Investment LP added | 200,742 | $20M | 0.1% | 2026-Q1 |
| Retirement Systems of Alabama added | 199,985 | $20M | 0.1% | 2026-Q1 |
| NICHOLAS COMPANY, INC. | 192,994 | $19M | 0.1% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 190,546 | $19M | 0.1% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 188,298 | $19M | 0.1% | 2026-Q1 |
| Walter Public Investments Inc. trimmed | 180,431 | $18M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 201,302 | $18M | 0.1% | 2026-Q2 |
| Legal & General Group Plc trimmed | 177,746 | $17M | 0.1% | 2026-Q1 |
| Curi Capital, LLC added | 177,367 | $17M | 0.1% | 2026-Q1 |
| ALTA CAPITAL MANAGEMENT LLC/ added | 175,059 | $17M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 12,735,784 | $1.1B | 8.0% | 2025-Q4 stale |
| Select Equity Group, L.P. trimmed | 2,692,084 | $242M | 1.7% | 2025-Q4 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 519,211 | $47M | 0.3% | 2025-Q4 stale |
| MACQUARIE GROUP LTD trimmed | 491,128 | $46M | 0.3% | 2025-Q3 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 481,797 | $43M | 0.3% | 2025-Q4 stale |
| Holocene Advisors, LP new | 393,991 | $37M | 0.3% | 2025-Q3 stale |
| FACTORY MUTUAL INSURANCE CO | 301,537 | $28M | 0.2% | 2025-Q3 stale |
| JENNISON ASSOCIATES LLC added | 245,663 | $28M | 0.2% | 2025-Q1 stale |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 285,000 | $26M | 0.2% | 2025-Q4 stale |
| Allspring Global Investments Holdings, LLC added | 221,068 | $24M | 0.2% | 2025-Q2 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 193,600 | $17M | 0.1% | 2025-Q4 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.