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Institutional Ownership · SEC Form 13F

Who owns BWAY


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

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

55
Institutional holders
12M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on BWAY is one-sided between 2025-Q4 and 2026-Q1: 22 added or opened and 2 trimmed or exited — on balance accumulating.

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

BWAY’s largest tracked holder by dollar value, Valor Management LLC, sizes it at 39.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 39.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in BWAY 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 55 tracked filers holding BWAY, 53 increased or opened the position and 11 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 BWAY 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 2

  • ROYCE & ASSOCIATES LP$1M
  • JANE STREET GROUP, LLC$770K

Full exits 1

  • TWO SIGMA ADVISERS, LP$1M

Largest adds

  • Valor Management LLC$20M
  • ACADIAN ASSET MANAGEMENT LLC$3M
  • MASTERS CAPITAL MANAGEMENT LLC$3M
  • ESSEX INVESTMENT MANAGEMENT CO LLC$2M
  • SEI INVESTMENTS CO$2M
  • RENAISSANCE TECHNOLOGIES LLC$2M

Largest trims

  • Huntleigh Advisors, Inc.$573K

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
Valor Management LLC added5,314,950$71M43.2%2026-Q1
MASTERS CAPITAL MANAGEMENT LLC added1,650,000$22M13.4%2026-Q1
ACADIAN ASSET MANAGEMENT LLC added818,272$11M6.6%2026-Q1
ESSEX INVESTMENT MANAGEMENT CO LLC added618,553$8M5.0%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added518,420$7M4.2%2026-Q1
Cresset Asset Management, LLC added314,924$4M2.6%2026-Q1
Y.D. More Investments Ltd added272,004$4M2.2%2026-Q1
SEI INVESTMENTS CO added226,378$3M1.8%2026-Q1
ARK Investment Management LLC added193,686$3M1.6%2026-Q1
Legato Capital Management LLC added192,150$3M1.6%2026-Q1
EAGLE GLOBAL ADVISORS LLC added172,606$2M1.4%2026-Q1
TWO SIGMA INVESTMENTS, LP added128,187$2M1.0%2026-Q1
GOLDMAN SACHS GROUP INC added107,712$1M0.9%2026-Q1
MORGAN STANLEY added104,394$1M0.8%2026-Q1
ROYCE & ASSOCIATES LP new97,033$1M0.8%2026-Q1
CITADEL ADVISORS LLC added87,053$1M0.7%2026-Q1
UBS Group AG added82,142$1M0.7%2026-Q1
Huntleigh Advisors, Inc. trimmed81,519$1M0.7%2026-Q1
Trexquant Investment LP added77,154$1M0.6%2026-Q1
Quadrature Capital Ltd added76,443$1M0.6%2026-Q1
Sigma Planning Corp added70,363$935K0.6%2026-Q1
JANE STREET GROUP, LLC added57,973$770K0.5%2026-Q1
WELLS FARGO & COMPANY/MN added56,156$746K0.5%2026-Q1
JPMORGAN CHASE & CO added47,030$600K0.4%2026-Q1
Bullseye Asset Management LLC added41,482$551K0.3%2026-Q1
RHUMBLINE ADVISERS added41,094$546K0.3%2026-Q1
Walleye Capital LLC added32,576$433K0.3%2026-Q1
Crossmark Global Holdings, Inc. new29,962$398K0.2%2026-Q1
Man Group plc added27,224$362K0.2%2026-Q1
Engineers Gate Manager LP new21,994$292K0.2%2026-Q1
HRT FINANCIAL LP new19,751$262K0.2%2026-Q1
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS new17,470$232K0.1%2026-Q1
ROYAL BANK OF CANADA added15,490$206K0.1%2026-Q1
BANK OF AMERICA CORP /DE/ added15,496$206K0.1%2026-Q1
Tidal Investments LLC new15,055$200K0.1%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC new13,705$182K0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed12,458$166K0.1%2026-Q1
Jump Financial, LLC trimmed11,042$147K0.1%2026-Q1
State of Tennessee, Department of Treasury added8,812$117K0.1%2026-Q1
BALLAST ADVISORS LLC new4,000$55K0.0%2026-Q1
OSAIC HOLDINGS, INC. added4,000$53K0.0%2026-Q1
GAMMA Investing LLC added3,634$48K0.0%2026-Q1
Harel Insurance Investments & Financial Services Ltd. new3,000$40K0.0%2026-Q1
BlackRock, Inc. new1,869$25K0.0%2026-Q1
TD Waterhouse Canada Inc. new1,430$19K0.0%2026-Q1
BARCLAYS PLC trimmed1,060$14K0.0%2026-Q1
Basepoint Wealth LLC added600$8K0.0%2026-Q1
SIMPLEX TRADING, LLC new529$7K0.0%2026-Q1
Russell Investments Group, Ltd. new390$5K0.0%2026-Q1
JONES FINANCIAL COMPANIES LLLP added250$3K0.0%2026-Q1
NBC SECURITIES, INC. trimmed200$3K0.0%2026-Q1
NISA INVESTMENT ADVISORS, LLC new123$2K0.0%2026-Q1
Steigerwald, Gordon & Koch Inc. added120$2K0.0%2026-Q1
Dogwood Wealth Management LLC new116$2K0.0%2026-Q1
SBI Securities Co., Ltd. added10$1330.0%2026-Q1
TWO SIGMA ADVISERS, LP trimmed76,800$1M0.9%2025-Q4 stale
MYDA Advisors LLC trimmed100,800$1M0.8%2025-Q2 stale
Phoenix Financial Ltd. trimmed63,000$949K0.6%2025-Q3 stale
MARSHALL WACE, LLP trimmed40,619$612K0.4%2025-Q3 stale
Zuckerman Investment Group, LLC added40,000$603K0.4%2025-Q3 stale
MILLENNIUM MANAGEMENT LLC added39,841$600K0.4%2025-Q3 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed19,473$370K0.2%2025-Q4 stale
Good Life Advisors, LLC trimmed27,400$360K0.2%2025-Q2 stale
NewEdge Advisors, LLC trimmed17,659$336K0.2%2025-Q4 stale
Palumbo Wealth Management LLC added16,320$310K0.2%2025-Q4 stale
DAFNA Capital Management LLC trimmed12,965$247K0.2%2025-Q4 stale
Qube Research & Technologies Ltd added11,825$225K0.1%2025-Q4 stale
NANO CAP NEW MILLENNIUM GROWTH FUND L P new11,000$209K0.1%2025-Q4 stale
Centiva Capital, LP trimmed10,606$202K0.1%2025-Q4 stale
Cubist Systematic Strategies, LLC trimmed13,959$132K0.1%2025-Q1 stale
RAYMOND JAMES FINANCIAL INC new6,488$85K0.1%2025-Q2 stale
TWIN PEAKS WEALTH ADVISORS, LLC new1,300$16K0.0%2025-Q2 stale
Larson Financial Group LLC added839$11K0.0%2025-Q2 stale
Ameritas Advisory Services, LLC632$8K0.0%2025-Q2 stale
Spire Wealth Management new60$7890.0%2025-Q2 stale
PRINCIPAL SECURITIES, INC.15$2260.0%2025-Q3 stale
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new21$1990.0%2025-Q1 stale
EverSource Wealth Advisors, LLC7$1330.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 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.

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