Who owns BKD (BKD)
Which tracked institutional funds hold BKD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BKD company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
129 tracked funds added or opened BKD while 47 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
BKD’s largest tracked holder by dollar value, BlackRock, Inc., 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 BKD more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BKD 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 281 tracked filers holding BKD, 171 increased or opened the position and 116 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 BKD 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 33
- WCM INVESTMENT MANAGEMENT, LLC$172M
- VANGUARD PORTFOLIO MANAGEMENT LLC$142M
- VANGUARD CAPITAL MANAGEMENT LLC$138M
- 140 Summer Partners LP$39M
- VANGUARD FIDUCIARY TRUST CO$22M
- Hiddenite Capital Partners LP$15M
Full exits 15
- VANGUARD GROUP INC$216M
- Iron Triangle Partners LP$38M
- Point72 Asset Management, L.P.$28M
- TWO SIGMA ADVISERS, LP$10M
- Hudson Bay Capital Management LP$8M
- Walleye Capital LLC$7M
Largest adds
- TWO SIGMA INVESTMENTS, LP$77M
- Eversept Partners, LP$45M
- Park West Asset Management LLC$41M
- CARRONADE CAPITAL MANAGEMENT, LP$38M
- RENAISSANCE TECHNOLOGIES LLC$36M
- GOLDMAN SACHS GROUP INC$34M
Largest trims
- Flat Footed LLC$59M
- MORGAN STANLEY$26M
- BlackRock, Inc.$25M
- AMERICAN CENTURY COMPANIES INC$24M
- WELLS FARGO & COMPANY/MN$9M
- MASON CAPITAL MANAGEMENT LLC$8M
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 |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 22,716,638 | $311M | 8.3% | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC new | 12,812,004 | $172M | 4.6% | 2026-Q1 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | 11,637,032 | $159M | 4.3% | 2026-Q1 |
| ANTIPODES PARTNERS Ltd trimmed | 11,406,814 | $156M | 4.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 10,390,844 | $142M | 3.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 10,103,610 | $138M | 3.7% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 8,830,607 | $121M | 3.2% | 2026-Q1 |
| CARRONADE CAPITAL MANAGEMENT, LP added | 8,586,874 | $117M | 3.2% | 2026-Q1 |
| Maple Rock Capital Partners Inc. trimmed | 8,157,148 | $112M | 3.0% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 7,663,564 | $105M | 2.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 6,445,179 | $88M | 2.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 6,160,786 | $84M | 2.3% | 2026-Q1 |
| STATE STREET CORP trimmed | 5,388,423 | $74M | 2.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 5,194,941 | $71M | 1.9% | 2026-Q1 |
| FMR LLC trimmed | 4,188,194 | $57M | 1.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 4,170,531 | $57M | 1.5% | 2026-Q1 |
| Park West Asset Management LLC added | 3,576,625 | $49M | 1.3% | 2026-Q1 |
| Eversept Partners, LP added | 3,568,555 | $49M | 1.3% | 2026-Q1 |
| Adelante Capital Management LLC trimmed | 1,027,392 | $48M | 1.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 3,453,217 | $47M | 1.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 3,158,273 | $43M | 1.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 3,024,604 | $41M | 1.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 2,988,465 | $41M | 1.1% | 2026-Q1 |
| Luxor Capital Group, LP added | 2,929,492 | $40M | 1.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 2,898,974 | $40M | 1.1% | 2026-Q1 |
| 140 Summer Partners LP new | 2,869,000 | $39M | 1.1% | 2026-Q1 |
| Assenagon Asset Management S.A. trimmed | 2,509,675 | $34M | 0.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,494,775 | $34M | 0.9% | 2026-Q1 |
| Nuveen, LLC added | 2,477,378 | $34M | 0.9% | 2026-Q1 |
| Senator Investment Group LP trimmed | 2,459,263 | $34M | 0.9% | 2026-Q1 |
| Flat Footed LLC trimmed | 2,391,526 | $33M | 0.9% | 2026-Q1 |
| MASON CAPITAL MANAGEMENT LLC trimmed | 2,233,741 | $31M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 2,145,701 | $29M | 0.8% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 1,986,112 | $27M | 0.7% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 1,936,007 | $26M | 0.7% | 2026-Q1 |
| First Eagle Investment Management, LLC trimmed | 1,865,584 | $26M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,852,299 | $25M | 0.7% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,815,019 | $25M | 0.7% | 2026-Q1 |
| Sculptor Capital LP added | 1,780,000 | $24M | 0.7% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,766,809 | $24M | 0.6% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 1,634,693 | $22M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,624,444 | $22M | 0.6% | 2026-Q1 |
| Voleon Capital Management LP trimmed | 1,470,552 | $20M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 1,453,366 | $20M | 0.5% | 2026-Q1 |
| LEE DANNER & BASS INC added | 1,304,670 | $18M | 0.5% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 1,265,973 | $17M | 0.5% | 2026-Q1 |
| Squarepoint Ops LLC added | 1,185,059 | $16M | 0.4% | 2026-Q1 |
| RBF Capital, LLC trimmed | 1,160,000 | $16M | 0.4% | 2026-Q1 |
| Hiddenite Capital Partners LP new | 1,120,000 | $15M | 0.4% | 2026-Q1 |
| EDMOND DE ROTHSCHILD HOLDING S.A. trimmed | 1,110,000 | $15M | 0.4% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 1,104,052 | $15M | 0.4% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 1,077,300 | $15M | 0.4% | 2026-Q1 |
| Apis Capital Advisors, LLC new | 980,000 | $13M | 0.4% | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT added | 963,997 | $13M | 0.4% | 2026-Q1 |
| Shay Capital LLC added | 960,000 | $13M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 928,111 | $13M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 907,132 | $12M | 0.3% | 2026-Q1 |
| KINGDON CAPITAL MANAGEMENT, L.L.C. new | 850,000 | $12M | 0.3% | 2026-Q1 |
| UBS Group AG added | 846,872 | $12M | 0.3% | 2026-Q1 |
| HIGHLAND PEAK CAPITAL, LLC trimmed | 782,640 | $11M | 0.3% | 2026-Q1 |
| THAMES CAPITAL MANAGEMENT LLC added | 757,710 | $10M | 0.3% | 2026-Q1 |
| Prescott Group Capital Management, L.L.C. | 724,912 | $10M | 0.3% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 710,000 | $10M | 0.3% | 2026-Q1 |
| Quinn Opportunity Partners LLC trimmed | 700,005 | $10M | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP added | 686,216 | $9M | 0.3% | 2026-Q1 |
| LONESTAR CAPITAL MANAGEMENT LLC | 660,000 | $9M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 656,325 | $9M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 666,724 | $9M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 622,726 | $9M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 614,439 | $8M | 0.2% | 2026-Q1 |
| CASTLEARK MANAGEMENT LLC new | 598,454 | $8M | 0.2% | 2026-Q1 |
| Man Group plc added | 581,062 | $8M | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 565,552 | $8M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 526,638 | $7M | 0.2% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 511,502 | $7M | 0.2% | 2026-Q1 |
| THIRD AVENUE MANAGEMENT LLC new | 463,664 | $6M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 460,330 | $6M | 0.2% | 2026-Q1 |
| Trexquant Investment LP added | 446,260 | $6M | 0.2% | 2026-Q1 |
| Swiss National Bank | 444,839 | $6M | 0.2% | 2026-Q1 |
| CenterBook Partners LP added | 425,928 | $6M | 0.2% | 2026-Q1 |
| POLEN CAPITAL MANAGEMENT LLC added | 420,374 | $6M | 0.2% | 2026-Q1 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 394,158 | $6M | 0.2% | 2026-Q1 |
| Lighthouse Investment Partners, LLC added | 384,101 | $5M | 0.1% | 2026-Q1 |
| Aquatic Capital Management LLC added | 359,857 | $5M | 0.1% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 352,554 | $5M | 0.1% | 2026-Q1 |
| COBALT CAPITAL MANAGEMENT, INC. added | 350,000 | $5M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 20,043,144 | $216M | 5.8% | 2025-Q4 stale |
| RUSH ISLAND MANAGEMENT, LP trimmed | 6,462,066 | $40M | 1.1% | 2025-Q1 stale |
| Iron Triangle Partners LP added | 3,491,663 | $38M | 1.0% | 2025-Q4 stale |
| Point72 Asset Management, L.P. added | 2,605,097 | $28M | 0.8% | 2025-Q4 stale |
| Camber Capital Management LP trimmed | 2,150,000 | $15M | 0.4% | 2025-Q2 stale |
| Alyeska Investment Group, L.P. added | 1,751,517 | $12M | 0.3% | 2025-Q2 stale |
| TWO SIGMA ADVISERS, LP added | 921,087 | $10M | 0.3% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 1,148,698 | $10M | 0.3% | 2025-Q3 stale |
| HENNESSY ADVISORS INC trimmed | 1,345,900 | $8M | 0.2% | 2025-Q1 stale |
| GLENVIEW CAPITAL MANAGEMENT, LLC trimmed | 1,300,000 | $8M | 0.2% | 2025-Q1 stale |
| Hudson Bay Capital Management LP | 750,000 | $8M | 0.2% | 2025-Q4 stale |
| Walleye Capital LLC added | 676,828 | $7M | 0.2% | 2025-Q4 stale |
| Waterfront Capital Partners, LLC trimmed | 832,000 | $7M | 0.2% | 2025-Q3 stale |
| AYAL Capital Advisors Ltd trimmed | 762,100 | $6M | 0.2% | 2025-Q3 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.