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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Bank of New York Mellon Corp trimmed | 60,561,171 | $1.6B | 95.9% | 2026-Q2 |
| SageView Advisory Group, LLC added | 261,058 | $7M | 0.4% | 2026-Q2 |
| BROWN ADVISORY INC new | 91,933 | $2M | 0.1% | 2026-Q2 |
| M&T Bank Corp added | 86,894 | $2M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 83,823 | $2M | 0.1% | 2026-Q2 |
| MORGAN STANLEY added | 57,274 | $2M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 56,753 | $2M | 0.1% | 2026-Q2 |
| Fiduciary Trust Co | 52,360 | $1M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 50,260 | $1M | 0.1% | 2026-Q2 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 49,504 | $1M | 0.1% | 2026-Q2 |
| COLLECTIVE FAMILY OFFICE LLC new | 38,689 | $1M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 37,819 | $1M | 0.1% | 2026-Q2 |
| Clearstead Advisors, LLC | 36,005 | $952K | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC | 34,708 | $918K | 0.1% | 2026-Q2 |
| LPL Financial LLC new | 31,607 | $836K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 28,954 | $766K | 0.0% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 28,546 | $755K | 0.0% | 2026-Q2 |
| Trivium Point Advisory, LLC | 25,241 | $667K | 0.0% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 24,423 | $646K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 19,501 | $516K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 17,721 | $468K | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 17,634 | $466K | 0.0% | 2026-Q2 |
| ZWJ INVESTMENT COUNSEL INC new | 15,930 | $421K | 0.0% | 2026-Q2 |
| Corient Private Wealth LP | 14,359 | $380K | 0.0% | 2026-Q2 |
| Essex Financial Services, Inc. added | 14,164 | $375K | 0.0% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 13,920 | $368K | 0.0% | 2026-Q2 |
| CERTUITY, LLC | 13,165 | $348K | 0.0% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 13,163 | $348K | 0.0% | 2026-Q2 |
| NTV Asset Management LLC trimmed | 12,815 | $339K | 0.0% | 2026-Q2 |
| Creative Planning | 12,621 | $334K | 0.0% | 2026-Q2 |
| Pathstone Holdings, LLC | 11,963 | $316K | 0.0% | 2026-Q2 |
| Newman Dignan & Sheerar, Inc. added | 11,858 | $314K | 0.0% | 2026-Q2 |
| Washington Trust Advisors, Inc. new | 11,627 | $307K | 0.0% | 2026-Q2 |
| Clean Yield Group | 10,529 | $278K | 0.0% | 2026-Q2 |
| Bison Wealth, LLC new | 10,572 | $278K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 10,503 | $278K | 0.0% | 2026-Q2 |
| MONECO ADVISORS, LLC new | 10,466 | $277K | 0.0% | 2026-Q2 |
| Belpointe Asset Management LLC | 10,310 | $273K | 0.0% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 10,222 | $270K | 0.0% | 2026-Q2 |
| Radnor Capital Management, LLC new | 9,310 | $246K | 0.0% | 2026-Q2 |
| Waldron Private Wealth LLC | 8,769 | $232K | 0.0% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. | 8,686 | $230K | 0.0% | 2026-Q2 |
| Signature Resources Capital Management, LLC | 8,358 | $221K | 0.0% | 2026-Q2 |
| Cetera Investment Advisers | 8,217 | $217K | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 7,764 | $205K | 0.0% | 2026-Q2 |
| Balentine LLC new | 6,503 | $172K | 0.0% | 2026-Q2 |
| TRUST CO OF VERMONT new | 6,250 | $165K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. new | 6,048 | $160K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 5,261 | $139K | 0.0% | 2026-Q2 |
| First Command Advisory Services, Inc. new | 5,086 | $134K | 0.0% | 2026-Q2 |
| 1620 INVESTMENT ADVISORS, INC. new | 4,104 | $109K | 0.0% | 2026-Q2 |
| BOK Financial Private Wealth, Inc. trimmed | 3,422 | $90K | 0.0% | 2026-Q2 |
| Morse Asset Management, Inc added | 2,352 | $62K | 0.0% | 2026-Q2 |
| ASSETMARK, INC new | 2,205 | $58K | 0.0% | 2026-Q2 |
| ST GERMAIN D J CO INC new | 1,465 | $39K | 0.0% | 2026-Q2 |
| FMR LLC | 1,050 | $28K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 186 | $5K | 0.0% | 2026-Q2 |
| Center for Financial Planning, Inc. | 41 | $1K | 0.0% | 2026-Q2 |
| SECURITY NATIONAL BANK OF SO DAK new | 459,087 | $12M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ new | 446,726 | $12M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| BESSEMER GROUP INC new | 124,305 | $3M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Parkside Financial Bank & Trust new | 47,381 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC new | 24,583 | $642K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| WELLS FARGO & COMPANY/MN new | 17,242 | $450K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Cresset Asset Management, LLC new | 15,993 | $417K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Northstar Financial Companies, Inc. new | 12,163 | $317K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC new | 11,299 | $295K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Greenwich Wealth Management LLC new | 10,775 | $281K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| TIAA TRUST, NATIONAL ASSOCIATION new | 10,551 | $275K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC new | 9,345 | $244K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CITIGROUP INC new | 7,716 | $201K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Smithfield Trust Co new | 6,042 | $158K | 0.0% | 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.
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.