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Institutional Ownership · SEC Form 13F

Who owns BKMI


Which tracked institutional funds hold BKMI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BKMI company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

58
Institutional holders
62M
Shares held (tracked funds)

How the tape is positioned

5 tracked funds added or opened BKMI while 11 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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

BKMI’s largest tracked holder by dollar value, Bank of New York Mellon Corp, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in BKMI 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 2026-Q1 and 2026-Q2, across 58 tracked filers holding BKMI, 28 increased or opened the position and 23 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 BKMI between the 2026-Q1 and 2026-Q2 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 3

  • BROWN ADVISORY INC$2M
  • COLLECTIVE FAMILY OFFICE LLC$1M
  • LPL Financial LLC$836K

Full exits 5

  • SECURITY NATIONAL BANK OF SO DAK$12M
  • SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/$12M
  • BESSEMER GROUP INC$3M
  • Parkside Financial Bank & Trust$1M
  • OLD MISSION CAPITAL LLC$642K

Largest adds

  • RAYMOND JAMES FINANCIAL INC$537K
  • M&T Bank Corp$253K

Largest trims

  • GOLDMAN SACHS GROUP INC$3M
  • Bank of New York Mellon Corp$2M
  • PNC Financial Services Group, Inc.$931K
  • KEYBANK NATIONAL ASSOCIATION/OH$630K
  • JANE STREET GROUP, LLC$548K
  • UBS Group AG$399K

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).

FundSharesReported value% of valueQuarter
Bank of New York Mellon Corp trimmed60,561,171$1.6B95.9%2026-Q2
SageView Advisory Group, LLC added261,058$7M0.4%2026-Q2
BROWN ADVISORY INC new91,933$2M0.1%2026-Q2
M&T Bank Corp added86,894$2M0.1%2026-Q2
JANE STREET GROUP, LLC trimmed83,823$2M0.1%2026-Q2
MORGAN STANLEY added57,274$2M0.1%2026-Q2
RAYMOND JAMES FINANCIAL INC added56,753$2M0.1%2026-Q2
Fiduciary Trust Co52,360$1M0.1%2026-Q2
FIFTH THIRD BANCORP added50,260$1M0.1%2026-Q2
TWIN FOCUS CAPITAL PARTNERS, LLC49,504$1M0.1%2026-Q2
COLLECTIVE FAMILY OFFICE LLC new38,689$1M0.1%2026-Q2
GOLDMAN SACHS GROUP INC trimmed37,819$1M0.1%2026-Q2
Clearstead Advisors, LLC36,005$952K0.1%2026-Q2
FRANKLIN RESOURCES INC34,708$918K0.1%2026-Q2
LPL Financial LLC new31,607$836K0.1%2026-Q2
CAPTRUST FINANCIAL ADVISORS added28,954$766K0.0%2026-Q2
INTEGRITY ALLIANCE, LLC. added28,546$755K0.0%2026-Q2
Trivium Point Advisory, LLC25,241$667K0.0%2026-Q2
FLPUTNAM INVESTMENT MANAGEMENT CO24,423$646K0.0%2026-Q2
PNC Financial Services Group, Inc. trimmed19,501$516K0.0%2026-Q2
ROYAL BANK OF CANADA trimmed17,721$468K0.0%2026-Q2
CITADEL ADVISORS LLC added17,634$466K0.0%2026-Q2
ZWJ INVESTMENT COUNSEL INC new15,930$421K0.0%2026-Q2
Corient Private Wealth LP14,359$380K0.0%2026-Q2
Essex Financial Services, Inc. added14,164$375K0.0%2026-Q2
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC13,920$368K0.0%2026-Q2
CERTUITY, LLC13,165$348K0.0%2026-Q2
KEYBANK NATIONAL ASSOCIATION/OH trimmed13,163$348K0.0%2026-Q2
NTV Asset Management LLC trimmed12,815$339K0.0%2026-Q2
Creative Planning12,621$334K0.0%2026-Q2
Pathstone Holdings, LLC11,963$316K0.0%2026-Q2
Newman Dignan & Sheerar, Inc. added11,858$314K0.0%2026-Q2
Washington Trust Advisors, Inc. new11,627$307K0.0%2026-Q2
Clean Yield Group10,529$278K0.0%2026-Q2
Bison Wealth, LLC new10,572$278K0.0%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new10,503$278K0.0%2026-Q2
MONECO ADVISORS, LLC new10,466$277K0.0%2026-Q2
Belpointe Asset Management LLC10,310$273K0.0%2026-Q2
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,222$270K0.0%2026-Q2
Radnor Capital Management, LLC new9,310$246K0.0%2026-Q2
Waldron Private Wealth LLC8,769$232K0.0%2026-Q2
PRINCIPAL SECURITIES, INC.8,686$230K0.0%2026-Q2
Signature Resources Capital Management, LLC8,358$221K0.0%2026-Q2
Cetera Investment Advisers8,217$217K0.0%2026-Q2
ROTHSCHILD INVESTMENT LLC7,764$205K0.0%2026-Q2
Balentine LLC new6,503$172K0.0%2026-Q2
TRUST CO OF VERMONT new6,250$165K0.0%2026-Q2
OSAIC HOLDINGS, INC. new6,048$160K0.0%2026-Q2
UBS Group AG trimmed5,261$139K0.0%2026-Q2
First Command Advisory Services, Inc. new5,086$134K0.0%2026-Q2
1620 INVESTMENT ADVISORS, INC. new4,104$109K0.0%2026-Q2
BOK Financial Private Wealth, Inc. trimmed3,422$90K0.0%2026-Q2
Morse Asset Management, Inc added2,352$62K0.0%2026-Q2
ASSETMARK, INC new2,205$58K0.0%2026-Q2
ST GERMAIN D J CO INC new1,465$39K0.0%2026-Q2
FMR LLC1,050$28K0.0%2026-Q2
Farther Finance Advisors, LLC new186$5K0.0%2026-Q2
Center for Financial Planning, Inc.41$1K0.0%2026-Q2
SECURITY NATIONAL BANK OF SO DAK new459,087$12M0.7%2026-Q1 stale (1 quarter behind)
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ new446,726$12M0.7%2026-Q1 stale (1 quarter behind)
BESSEMER GROUP INC new124,305$3M0.2%2026-Q1 stale (1 quarter behind)
Parkside Financial Bank & Trust new47,381$1M0.1%2026-Q1 stale (1 quarter behind)
OLD MISSION CAPITAL LLC new24,583$642K0.0%2026-Q1 stale (1 quarter behind)
WELLS FARGO & COMPANY/MN new17,242$450K0.0%2026-Q1 stale (1 quarter behind)
Cresset Asset Management, LLC new15,993$417K0.0%2026-Q1 stale (1 quarter behind)
Northstar Financial Companies, Inc. new12,163$317K0.0%2026-Q1 stale (1 quarter behind)
Janney Montgomery Scott LLC new11,299$295K0.0%2026-Q1 stale (1 quarter behind)
Greenwich Wealth Management LLC new10,775$281K0.0%2026-Q1 stale (1 quarter behind)
TIAA TRUST, NATIONAL ASSOCIATION new10,551$275K0.0%2026-Q1 stale (1 quarter behind)
HighTower Advisors, LLC new9,345$244K0.0%2026-Q1 stale (1 quarter behind)
CITIGROUP INC new7,716$201K0.0%2026-Q1 stale (1 quarter behind)
Smithfield Trust Co new6,042$158K0.0%2026-Q1 stale (1 quarter behind)

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.

HoldersTotal shares

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.

Learn how to read institutional ownership