Who owns BKU (BKU)
Which tracked institutional funds hold BKU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BKU 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
82 tracked funds added or opened BKU while 61 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
BKU’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 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes BKU more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BKU 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 322 tracked filers holding BKU, 170 increased or opened the position and 144 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 BKU 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 28
- VANGUARD PORTFOLIO MANAGEMENT LLC$223M
- VANGUARD CAPITAL MANAGEMENT LLC$149M
- Driehaus Capital Management LLC$42M
- VANGUARD FIDUCIARY TRUST CO$22M
- FJ Capital Management LLC$17M
- Edgestream Partners, L.P.$7M
Full exits 13
- VANGUARD GROUP INC$373M
- Freestone Grove Partners LP$16M
- BASSWOOD CAPITAL MANAGEMENT, L.L.C.$11M
- Alyeska Investment Group, L.P.$11M
- VIRGINIA RETIREMENT SYSTEMS ET Al$2M
- Brandywine Global Investment Management, LLC$2M
Largest adds
- T. Rowe Price Investment Management, Inc.$33M
- Qube Research & Technologies Ltd$31M
- Artemis Investment Management LLP$26M
- GEODE CAPITAL MANAGEMENT, LLC$15M
- TWO SIGMA INVESTMENTS, LP$13M
- AMERICAN CENTURY COMPANIES INC$11M
Largest trims
- BlackRock, Inc.$133M
- WELLINGTON MANAGEMENT GROUP LLP$101M
- UBS Group AG$41M
- BALYASNY ASSET MANAGEMENT L.P.$37M
- CITADEL ADVISORS LLC$20M
- FRONTIER CAPITAL MANAGEMENT CO LLC$12M
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 | 7,863,360 | $355M | 9.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 4,928,010 | $223M | 6.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 4,658,844 | $210M | 5.9% | 2026-Q1 |
| STATE STREET CORP added | 4,451,448 | $201M | 5.6% | 2026-Q1 |
| HoldCo Asset Management, LP | 3,535,282 | $160M | 4.5% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 3,292,380 | $149M | 4.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 2,516,747 | $114M | 3.2% | 2026-Q1 |
| Artemis Investment Management LLP added | 2,217,272 | $100M | 2.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,086,250 | $94M | 2.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,523,224 | $69M | 1.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,347,111 | $61M | 1.7% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,364,913 | $60M | 1.7% | 2026-Q1 |
| CRAMER ROSENTHAL MCGLYNN LLC trimmed | 1,323,664 | $60M | 1.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 1,270,041 | $57M | 1.6% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 1,266,161 | $57M | 1.6% | 2026-Q1 |
| MORGAN STANLEY added | 1,164,257 | $53M | 1.5% | 2026-Q1 |
| ROYCE & ASSOCIATES LP trimmed | 958,920 | $43M | 1.2% | 2026-Q1 |
| Driehaus Capital Management LLC new | 919,035 | $42M | 1.2% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 874,487 | $39M | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 859,582 | $39M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 832,505 | $38M | 1.0% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 830,255 | $37M | 1.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 819,548 | $37M | 1.0% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 784,439 | $35M | 1.0% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 719,166 | $32M | 0.9% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 705,632 | $32M | 0.9% | 2026-Q1 |
| Fisher Asset Management, LLC added | 623,625 | $28M | 0.8% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 604,669 | $27M | 0.8% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 532,453 | $24M | 0.7% | 2026-Q1 |
| Nuveen, LLC added | 503,730 | $23M | 0.6% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 496,409 | $22M | 0.6% | 2026-Q1 |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 492,646 | $22M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 481,063 | $22M | 0.6% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 466,659 | $21M | 0.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 430,162 | $19M | 0.5% | 2026-Q1 |
| Aristotle Capital Boston, LLC trimmed | 407,414 | $18M | 0.5% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 403,107 | $18M | 0.5% | 2026-Q1 |
| FJ Capital Management LLC new | 380,554 | $17M | 0.5% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 360,326 | $16M | 0.5% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 327,593 | $15M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 323,716 | $15M | 0.4% | 2026-Q1 |
| Empowered Funds, LLC added | 318,036 | $14M | 0.4% | 2026-Q1 |
| Trexquant Investment LP added | 288,419 | $13M | 0.4% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 275,100 | $12M | 0.3% | 2026-Q1 |
| BW Gestao de Investimentos Ltda. added | 270,000 | $12M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 264,506 | $12M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 263,326 | $12M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 258,457 | $12M | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 256,022 | $12M | 0.3% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 253,162 | $11M | 0.3% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO added | 248,714 | $11M | 0.3% | 2026-Q1 |
| Bridgewater Associates, LP trimmed | 248,598 | $11M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 207,894 | $9M | 0.3% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 204,087 | $9M | 0.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 203,217 | $9M | 0.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 197,497 | $9M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 192,771 | $9M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 186,722 | $8M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 177,954 | $8M | 0.2% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 173,249 | $8M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 173,104 | $8M | 0.2% | 2026-Q1 |
| Jain Global LLC added | 169,193 | $8M | 0.2% | 2026-Q1 |
| WINTON GROUP Ltd added | 167,123 | $8M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 164,729 | $7M | 0.2% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 164,500 | $7M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 156,187 | $7M | 0.2% | 2026-Q1 |
| Edgestream Partners, L.P. trimmed | 150,507 | $7M | 0.2% | 2026-Q1 |
| Swiss National Bank | 148,400 | $7M | 0.2% | 2026-Q1 |
| Moody Aldrich Partners LLC | 130,332 | $6M | 0.2% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 128,244 | $6M | 0.2% | 2026-Q1 |
| BESSEMER GROUP INC added | 121,691 | $5M | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 111,574 | $5M | 0.1% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 108,379 | $5M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 107,689 | $5M | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 105,875 | $5M | 0.1% | 2026-Q1 |
| Verition Fund Management LLC trimmed | 101,908 | $5M | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 101,682 | $5M | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC trimmed | 101,569 | $5M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 92,927 | $4M | 0.1% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 92,520 | $4M | 0.1% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 90,901 | $4M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 89,105 | $4M | 0.1% | 2026-Q1 |
| INTECH INVESTMENT MANAGEMENT LLC added | 77,087 | $3M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 72,641 | $3M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 8,365,446 | $373M | 10.4% | 2025-Q4 stale |
| Boston Partners trimmed | 764,989 | $29M | 0.8% | 2025-Q3 stale |
| Kodai Capital Management LP added | 493,194 | $17M | 0.5% | 2025-Q1 stale |
| Glenmede Investment Management, LP trimmed | 425,266 | $16M | 0.5% | 2025-Q3 stale |
| GLENMEDE TRUST CO NA trimmed | 463,546 | $16M | 0.4% | 2025-Q1 stale |
| Freestone Grove Partners LP trimmed | 351,974 | $16M | 0.4% | 2025-Q4 stale |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 256,358 | $11M | 0.3% | 2025-Q4 stale |
| JENNISON ASSOCIATES LLC trimmed | 331,677 | $11M | 0.3% | 2025-Q1 stale |
| Alyeska Investment Group, L.P. trimmed | 250,000 | $11M | 0.3% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 258,400 | $9M | 0.2% | 2025-Q1 stale |
| Cubist Systematic Strategies, LLC added | 209,679 | $8M | 0.2% | 2025-Q3 stale |
| TrueMark Investments, LLC new | 165,974 | $6M | 0.2% | 2025-Q3 stale |
| Capitolis Liquid Global Markets LLC new | 121,800 | $5M | 0.1% | 2025-Q3 stale |
| NORDEA INVESTMENT MANAGEMENT AB added | 109,488 | $4M | 0.1% | 2025-Q3 stale |
| Point72 Europe (London) LLP new | 101,779 | $4M | 0.1% | 2025-Q3 stale |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 95,214 | $4M | 0.1% | 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.