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-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
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
Only one quarter (2026-Q1) of 13F history is available — a quarter-over-quarter accumulation delta needs two.
We do not publish a positioning read for a window we cannot measure honestly. A starting question, not a verdict.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Bank of New York Mellon Corp new | 61,435,047 | $1.6B | 96.4% | 2026-Q1 |
| SECURITY NATIONAL BANK OF SO DAK new | 459,087 | $12M | 0.7% | 2026-Q1 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ new | 446,726 | $12M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 165,732 | $4M | 0.3% | 2026-Q1 |
| BESSEMER GROUP INC new | 124,305 | $3M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC new | 105,922 | $3M | 0.2% | 2026-Q1 |
| M&T Bank Corp new | 78,334 | $2M | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. new | 55,412 | $1M | 0.1% | 2026-Q1 |
| Fiduciary Trust Co new | 52,360 | $1M | 0.1% | 2026-Q1 |
| MORGAN STANLEY new | 51,334 | $1M | 0.1% | 2026-Q1 |
| TWIN FOCUS CAPITAL PARTNERS, LLC new | 49,504 | $1M | 0.1% | 2026-Q1 |
| Parkside Financial Bank & Trust new | 47,381 | $1M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 44,796 | $1M | 0.1% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH new | 37,460 | $978K | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC new | 36,919 | $964K | 0.1% | 2026-Q1 |
| Clearstead Advisors, LLC new | 36,005 | $940K | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC new | 34,708 | $906K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS new | 28,953 | $756K | 0.0% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. new | 25,837 | $674K | 0.0% | 2026-Q1 |
| Trivium Point Advisory, LLC new | 25,241 | $659K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA new | 24,826 | $648K | 0.0% | 2026-Q1 |
| OLD MISSION CAPITAL LLC new | 24,583 | $642K | 0.0% | 2026-Q1 |
| FLPUTNAM INVESTMENT MANAGEMENT CO new | 24,423 | $637K | 0.0% | 2026-Q1 |
| UBS Group AG new | 20,632 | $539K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN new | 17,242 | $450K | 0.0% | 2026-Q1 |
| Cresset Asset Management, LLC new | 15,993 | $417K | 0.0% | 2026-Q1 |
| NTV Asset Management LLC new | 15,815 | $413K | 0.0% | 2026-Q1 |
| Corient Private Wealth LLC new | 14,359 | $375K | 0.0% | 2026-Q1 |
| Essex Financial Services, Inc. new | 14,149 | $369K | 0.0% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 13,920 | $363K | 0.0% | 2026-Q1 |
| CERTUITY, LLC new | 13,165 | $344K | 0.0% | 2026-Q1 |
| Creative Planning new | 12,621 | $329K | 0.0% | 2026-Q1 |
| Northstar Financial Companies, Inc. new | 12,163 | $317K | 0.0% | 2026-Q1 |
| Pathstone Holdings, LLC new | 11,963 | $312K | 0.0% | 2026-Q1 |
| Newman Dignan & Sheerar, Inc. new | 11,782 | $308K | 0.0% | 2026-Q1 |
| Janney Montgomery Scott LLC new | 11,299 | $295K | 0.0% | 2026-Q1 |
| Greenwich Wealth Management LLC new | 10,775 | $281K | 0.0% | 2026-Q1 |
| TIAA TRUST, NATIONAL ASSOCIATION new | 10,551 | $275K | 0.0% | 2026-Q1 |
| Clean Yield Group new | 10,529 | $275K | 0.0% | 2026-Q1 |
| Belpointe Asset Management LLC new | 10,310 | $269K | 0.0% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC new | 10,222 | $267K | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC new | 9,435 | $246K | 0.0% | 2026-Q1 |
| HighTower Advisors, LLC new | 9,345 | $244K | 0.0% | 2026-Q1 |
| Waldron Private Wealth LLC new | 8,769 | $229K | 0.0% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. new | 8,686 | $227K | 0.0% | 2026-Q1 |
| Signature Resources Capital Management, LLC new | 8,358 | $218K | 0.0% | 2026-Q1 |
| Cetera Investment Advisers new | 8,217 | $214K | 0.0% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC new | 7,764 | $203K | 0.0% | 2026-Q1 |
| CITIGROUP INC new | 7,716 | $201K | 0.0% | 2026-Q1 |
| Smithfield Trust Co new | 6,042 | $158K | 0.0% | 2026-Q1 |
| BOK Financial Private Wealth, Inc. new | 5,462 | $143K | 0.0% | 2026-Q1 |
| Morse Asset Management, Inc new | 2,337 | $61K | 0.0% | 2026-Q1 |
| FMR LLC new | 1,050 | $27K | 0.0% | 2026-Q1 |
| Center for Financial Planning, Inc. new | 41 | $1K | 0.0% | 2026-Q1 |
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.