Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

BJS WHSL CLUB HLDGS INC · common stock · Q1 2026 · 3 members disclosed BJ ↗

13F filers reporting this class for the quarter ended 2026-03-31: 446
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $10.1B
holders whose share count rose or who opened the position (new + add), by shares: 215
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 63

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of BJ ranked by reported value, 1–25 of 500 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.2B	12,412,754	+135,962	ADD
2	VICTORY CAPITAL MANAGEMENT INC	$1.1B	11,254,181	−1,676,107	TRIM
3	FMR LLC	$721M	7,324,951	−519,390	TRIM
4	FRANKLIN RESOURCES INC	$701M	7,120,411	+605,769	ADD
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$599M	6,090,683	—	NO PRIOR
6	VANGUARD CAPITAL MANAGEMENT LLC	$580M	5,892,622	—	NO PRIOR
7	STATE STREET CORP	$539M	5,475,655	+3,850	ADD
8	MORGAN STANLEY	$338M	3,432,309	+355,752	ADD
9	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$332M	3,309,013	−146,990	TRIM
10	WELLINGTON MANAGEMENT GROUP LLP	$280M	2,845,464	−607,098	TRIM
11	Capital International Investors	$216M	2,195,622	+1,089,211	ADD
12	DIMENSIONAL FUND ADVISORS LP	$188M	1,914,561	−13,032	TRIM
13	CITADEL ADVISORS LLC	$168M	1,710,344	+1,660,667	ADD
14	BANK OF AMERICA CORP /DE/	$159M	1,620,165	−94,716	TRIM
15	ALLIANCEBERNSTEIN L.P.	$125M	1,393,035	−100,843	TRIM
16	Invesco Ltd.	$123M	1,252,677	−564,570	TRIM
17	NORTHERN TRUST CORP	$111M	1,125,706	+9,210	ADD
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$93.6M	951,205	+42,349	ADD
19	UBS Group AG	$87.2M	885,885	+231,379	ADD
20	Amundi	$83.8M	851,807	+683,723	ADD
21	RAYMOND JAMES FINANCIAL INC	$83.4M	847,553	+16,424	ADD
22	PRIMECAP MANAGEMENT CO/CA/	$82.7M	840,749	−2,630	TRIM
23	VANGUARD FIDUCIARY TRUST CO	$80.4M	816,487	—	NO PRIOR
24	ENVESTNET ASSET MANAGEMENT INC	$78.0M	792,749	+149,391	ADD
25	WELLS FARGO & COMPANY/MN	$73.5M	747,096	−128,093	TRIM

Show all 500 holders

13F holders of BJ ranked by reported value, 26–500 of 500 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	FIL Ltd	$64.2M	651,896	+168,969	ADD
27	Rockefeller Capital Management L.P.	$60.2M	611,632	+1,164	ADD
28	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	$60.1M	610,450	+23,000	ADD
29	AMERICAN CENTURY COMPANIES INC	$59.9M	608,685	+78,944	ADD
30	PRINCIPAL FINANCIAL GROUP INC	$59.6M	606,022	−2,134	TRIM
31	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$58.5M	594,549	+594,549	NEW
32	D. E. Shaw & Co., Inc.	$57.5M	584,251	−225,945	TRIM
33	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$52.5M	533,668	+99,308	ADD
34	Focus Partners Wealth	$52.0M	339,071	−178,660	TRIM
35	Walleye Capital LLC	$48.0M	487,496	+318,883	ADD
36	AQR CAPITAL MANAGEMENT LLC	$46.3M	470,232	+235,235	ADD
37	Danica Pension, Livsforsikringsaktieselskab	$44.2M	448,873	−292,104	TRIM
38	SEI INVESTMENTS CO	$39.0M	396,598	+64,942	ADD
39	Tidal Investments LLC	$34.8M	353,128	+13,548	ADD
40	MENORA MIVTACHIM HOLDINGS LTD.	$33.9M	344,329	−350,521	TRIM
41	WESTWOOD HOLDINGS GROUP INC	$32.0M	325,198	+44,851	ADD
42	LAZARD ASSET MANAGEMENT LLC	$31.5M	319,890	−122,517	TRIM
43	FRONTIER CAPITAL MANAGEMENT CO LLC	$31.4M	319,220	+184,317	ADD
44	ROYAL BANK OF CANADA	$28.0M	284,383	−372,046	TRIM
45	Swiss National Bank	$25.5M	258,900	−900	TRIM
46	ROYAL LONDON ASSET MANAGEMENT LTD	$24.4M	246,248	+167	ADD
47	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$24.2M	246,327	−94,350	TRIM
48	Epoch Investment Partners, Inc.	$23.9M	243,260	+243,260	NEW
49	Freestone Grove Partners LP	$23.2M	236,026	+236,026	NEW
50	Nuveen, LLC	$21.8M	221,324	−16,206	TRIM
51	Squarepoint Ops LLC	$20.4M	207,333	−34	TRIM
52	Trexquant Investment LP	$19.8M	200,742	+97,884	ADD
53	Retirement Systems of Alabama	$19.7M	199,985	+2,285	ADD
54	BLAIR WILLIAM & CO/IL	$18.5M	188,298	−108,208	TRIM
55	Walter Public Investments Inc.	$17.8M	180,431	−75,039	TRIM
56	Legal & General Group Plc	$17.5M	177,746	−25,155	TRIM
57	Curi Capital, LLC	$17.5M	177,367	+13,772	ADD
58	Foster Victor Wealth Advisors, LLC	$16.5M	179,405	+12,206	ADD
59	LPL Financial LLC	$16.4M	166,221	+13,557	ADD
60	CIBC WORLD MARKET INC.	$15.9M	161,932	+25,465	ADD
61	Baird Financial Group, Inc.	$14.6M	148,206	+148,206	NEW
62	STIFEL FINANCIAL CORP	$14.6M	147,995	−7,887	TRIM
63	TD ASSET MANAGEMENT INC	$14.5M	147,668	+123,872	ADD
64	MANE GLOBAL CAPITAL MANAGEMENT LP	$14.4M	146,607	+146,607	NEW
65	Aberdeen Group plc	$14.1M	143,486	+27,081	ADD
66	ZACKS INVESTMENT MANAGEMENT	$13.4M	136,017	+3,741	ADD
67	MILLENNIUM MANAGEMENT LLC	$13.4M	135,798	−447,140	TRIM
68	STATE OF WISCONSIN INVESTMENT BOARD	$12.3M	125,281	−1,128	TRIM
69	TORONTO DOMINION BANK	$12.1M	122,594	−207,274	TRIM
70	Universal- Beteiligungs- und Servicegesellschaft mbH	$11.6M	117,811	−8,728	TRIM
71	BARCLAYS PLC	$11.6M	117,458	−34,535	TRIM
72	VANGUARD ASSET MANAGEMENT, Ltd	$11.4M	116,023	—	NO PRIOR
73	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$10.8M	109,777	0	NO CHANGE
74	OSAIC HOLDINGS, INC.	$10.0M	101,398	+9,592	ADD
75	Quantinno Capital Management LP	$9.4M	95,790	+35,068	ADD
76	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$9.3M	94,223	+37,137	ADD
77	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$9.0M	91,382	−2,500	TRIM
78	Verition Fund Management LLC	$8.8M	89,241	+4,950	ADD
79	ASSETMARK, INC	$8.7M	87,920	+3,139	ADD
80	FIFTH THIRD BANCORP	$8.5M	86,323	+84,661	ADD
81	CITIGROUP INC	$8.3M	84,831	−56,222	TRIM
82	TRUIST FINANCIAL CORP	$8.2M	83,526	−2,488	TRIM
83	AVITY INVESTMENT MANAGEMENT INC.	$8.1M	82,342	+82,342	NEW
84	TEACHER RETIREMENT SYSTEM OF TEXAS	$8.0M	81,714	+1,486	ADD
85	WORLDQUANT MILLENNIUM ADVISORS LLC	$7.9M	80,444	−38,987	TRIM
86	PICTON MAHONEY ASSET MANAGEMENT	$7.8M	78,769	+78,769	NEW
87	Illinois Municipal Retirement Fund	$7.6M	77,718	−1,280	TRIM
88	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$7.5M	76,420	+1,115	ADD
89	HENNESSY ADVISORS INC	$7.3M	73,800	−2,500	TRIM
90	TWO SIGMA INVESTMENTS, LP	$6.9M	70,612	+853	ADD
91	MML INVESTORS SERVICES, LLC	$6.9M	70,275	+56,585	ADD
92	SummitTX Capital, L.P.	$6.6M	67,196	+67,196	NEW
93	Waverly Advisors, LLC	$6.3M	63,720	+612	ADD
94	Orion Porfolio Solutions, LLC	$5.9M	60,129	−1,828	TRIM
95	Janus Henderson Group Ltd.	$5.8M	58,833	−116,742	TRIM
96	Geneos Wealth Management Inc.	$5.6M	57,268	−6,398	TRIM
97	BNP Paribas Asset Management Holding S.A.	$5.5M	56,370	−643	TRIM
98	Vanguard Global Advisers, LLC	$5.2M	53,002	—	NO PRIOR
99	Covea Finance	$5.2M	52,636	+10,436	ADD
100	THORNBURG INVESTMENT MANAGEMENT INC	$5.2M	52,579	−69,106	TRIM
101	FIRST TRUST ADVISORS LP	$5.2M	52,353	+11,912	ADD
102	Cetera Investment Advisers	$5.0M	51,244	+4,429	ADD
103	KIRR MARBACH & CO LLC /IN/	$5.0M	51,055	+738	ADD
104	VISTA INVESTMENT PARTNERS LLC	$5.0M	50,358	+1,693	ADD
105	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$4.9M	50,144	−4,688	TRIM
106	Cerity Partners LLC	$4.8M	48,426	+8,945	ADD
107	Hilton Capital Management, LLC	$4.7M	47,742	+18,783	ADD
108	Sanctuary Advisors, LLC	$4.6M	47,034	−1,244	TRIM
109	Pathstone Holdings, LLC	$4.5M	45,825	+41	ADD
110	State of New Jersey Common Pension Fund D	$4.4M	44,551	0	NO CHANGE
111	Ensign Peak Advisors, Inc	$4.4M	44,543	+31	ADD
112	Creative Planning	$4.3M	43,801	+13,611	ADD
113	AE Wealth Management LLC	$4.2M	42,656	+4,095	ADD
114	MARTIN & CO INC /TN/	$4.1M	41,282	+1,018	ADD
115	Vestmark Advisory Solutions, Inc.	$4.0M	40,323	−7,152	TRIM
116	Darwins River Capital, LP	$4.0M	40,233	+40,233	NEW
117	TRILLIUM ASSET MANAGEMENT, LLC	$3.9M	35,964	−26,059	TRIM
118	NewEdge Wealth, LLC	$3.6M	36,413	−5,649	TRIM
119	Arizona State Retirement System	$3.5M	35,966	−552	TRIM
120	&PARTNERS	$3.5M	34,919	+4,338	ADD
121	Bell Asset Management Ltd	$3.4M	34,346	−17,110	TRIM
122	Aristotle Capital Boston, LLC	$3.3M	33,145	−127	TRIM
123	Zurcher Kantonalbank (Zurich Cantonalbank)	$3.3M	33,117	+33,117	NEW
124	FULLER & THALER ASSET MANAGEMENT, INC.	$3.2M	32,989	+32,989	NEW
125	Vanguard Investments Australia, Ltd.	$3.2M	32,921	—	NO PRIOR
126	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$3.2M	32,785	−185	TRIM
127	SIMON QUICK ADVISORS, LLC	$3.2M	32,152	−369	TRIM
128	HEARTLAND ADVISORS INC	$3.2M	32,149	−6	TRIM
129	STATE OF MICHIGAN RETIREMENT SYSTEM	$3.1M	31,515	+400	ADD
130	Steward Partners Investment Advisory, LLC	$3.1M	31,349	+552	ADD
131	Mariner, LLC	$3.1M	31,312	+17,363	ADD
132	Federation des caisses Desjardins du Quebec	$2.9M	29,887	−6,167	TRIM
133	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.9M	29,314	−163	TRIM
134	Bridgewater Associates, LP	$2.8M	28,537	−31,864	TRIM
135	Atria Investments, Inc	$2.8M	28,282	−1,605	TRIM
136	VISTA INVESTMENT PARTNERS II, LLC	$2.8M	28,055	−123	TRIM
137	OPPENHEIMER ASSET MANAGEMENT INC.	$2.7M	27,352	+220	ADD
138	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.6M	26,814	+26,814	NEW
139	CANADA PENSION PLAN INVESTMENT BOARD	$2.6M	26,600	−7,400	TRIM
140	DIVERSIFY WEALTH MANAGEMENT, LLC	$2.6M	28,564	+10,565	ADD
141	DEUTSCHE BANK AG\	$2.6M	26,170	+1,256	ADD
142	Game Creek Capital, LP	$2.6M	26,000	0	NO CHANGE
143	INTREPID CAPITAL MANAGEMENT INC	$2.4M	24,687	+24,687	NEW
144	Kestra Advisory Services, LLC	$2.4M	24,137	−2,844	TRIM
145	Ameritas Investment Partners, Inc.	$2.4M	24,096	−50	TRIM
146	CAPSTONE INVESTMENT ADVISORS, LLC	$2.2M	22,771	+4,984	ADD
147	INTECH INVESTMENT MANAGEMENT LLC	$2.2M	22,598	−16,707	TRIM
148	Resona Asset Management Co.,Ltd.	$2.1M	21,470	+252	ADD
149	Summit Trail Advisors, LLC	$2.1M	21,138	+3,927	ADD
150	Pictet Asset Management Holding SA	$2.1M	21,061	+1,110	ADD
151	Graham Capital Management, L.P.	$2.0M	20,695	+9,164	ADD
152	JOHNSON INVESTMENT COUNSEL INC	$2.0M	20,497	+100	ADD
153	Vanguard Personalized Indexing Management, LLC	$1.9M	19,794	−447	TRIM
154	Lighthouse Investment Partners, LLC	$1.9M	19,692	+19,692	NEW
155	OneDigital Investment Advisors LLC	$1.9M	19,528	+1,378	ADD
156	Future Fund LLC	$1.9M	18,900	+4,038	ADD
157	Man Group plc	$1.8M	18,447	−151,904	TRIM
158	BEACON INVESTMENT ADVISORS LLC	$1.8M	18,101	+18,101	NEW
159	XPONANCE LLC	$1.7M	17,701	+3,612	ADD
160	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$1.7M	17,198	+1,167	ADD
161	Corient Private Wealth LLC	$1.7M	17,340	−19,503	TRIM
162	Encore Global Management, LP	$1.7M	17,000	—	NO PRIOR
163	PRUDENTIAL FINANCIAL INC	$1.6M	16,149	−847	TRIM
164	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$1.6M	16,056	+4,296	ADD
165	US BANCORP \DE\	$1.6M	15,870	−281	TRIM
166	HighTower Advisors, LLC	$1.6M	15,810	+1,319	ADD
167	VOYA INVESTMENT MANAGEMENT LLC	$1.5M	15,471	−440	TRIM
168	BANK OF MONTREAL /CAN/	$1.5M	14,968	+1,646	ADD
169	Riverwater Partners LLC	$1.5M	14,849	+4,211	ADD
170	Mitsubishi UFJ Trust & Banking Corp	$1.4M	14,726	−3,157	TRIM
171	OAK RIDGE INVESTMENTS LLC	$1.4M	14,525	−3	TRIM
172	Belpointe Asset Management LLC	$1.4M	13,891	+3,688	ADD
173	Fortis Capital Advisors, LLC	$1.4M	13,891	+3,688	ADD
174	Bank Julius Baer & Co. Ltd, Zurich	$1.3M	13,440	−1,919	TRIM
175	Bleakley Financial Group, LLC	$1.3M	13,186	+533	ADD
176	MERCER GLOBAL ADVISORS INC /ADV	$1.3M	13,178	+6,032	ADD
177	Patten Group, Inc.	$1.3M	13,087	+817	ADD
178	Connor, Clark & Lunn Investment Management Ltd.	$1.3M	13,028	+13,028	NEW
179	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$1.2M	12,686	+2,500	ADD
180	Envestnet Portfolio Solutions, Inc.	$1.2M	12,588	−7,064	TRIM
181	Linden Thomas Advisory Services, LLC	$1.2M	12,527	+914	ADD
182	Hartford Funds Management Co LLC	$1.2M	12,090	+934	ADD
183	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$1.1M	11,337	+1,697	ADD
184	COLDSTREAM CAPITAL MANAGEMENT INC	$1.1M	11,190	−376	TRIM
185	FEDERATED HERMES, INC.	$1.1M	10,706	−6,347	TRIM
186	Financial Strategies Group, Inc.	$1.0M	11,291	+712	ADD
187	Knollwood Investment Advisory, LLC	$1.0M	10,372	0	NO CHANGE
188	Elo Mutual Pension Insurance Co	$1.0M	10,358	−11,015	TRIM
189	M&T BANK CORP	$998K	10,140	−441	TRIM
190	SageGuard Financial Group, LLC	$994K	10,098	−6,940	TRIM
191	ELEVATION POINT WEALTH PARTNERS, LLC	$990K	10,063	+2,963	ADD
192	Union Bancaire Privee, UBP SA	$981K	9,386	−2,640	TRIM
193	EXCHANGE TRADED CONCEPTS, LLC	$980K	9,957	+1,869	ADD
194	CWM, LLC	$975K	9,902	+5,943	ADD
195	Polymer Capital Management (US) LLC	$956K	9,713	+9,713	NEW
196	HSBC HOLDINGS PLC	$954K	9,669	−49,901	TRIM
197	Crossmark Global Holdings, Inc.	$946K	9,613	—	NO PRIOR
198	SECURIAN ASSET MANAGEMENT, INC	$945K	9,601	0	NO CHANGE
199	DIVERSIFIED MANAGEMENT INC	$907K	9,212	+9,212	NEW
200	Brooklyn Investment Group	$889K	9,030	+4,146	ADD
201	QRG CAPITAL MANAGEMENT, INC.	$885K	8,991	+2,659	ADD
202	FIRST CITIZENS BANK & TRUST CO	$884K	8,983	−5,086	TRIM
203	JANE STREET GROUP, LLC	$868K	8,815	−130,616	TRIM
204	VARCOV Co.	$825K	8,380	+4,780	ADD
205	Gibbs Wealth Management	$816K	8,294	+5,410	ADD
206	Swiss Life Asset Management Ltd	$800K	8,124	+1,965	ADD
207	Havemeyer Place LP	$791K	8,038	+8,038	NEW
208	DRW Securities, LLC	$764K	7,765	+4,251	ADD
209	Pitcairn Wealth Advisors LLC	$726K	8,060	0	NO CHANGE
210	EntryPoint Capital, LLC	$708K	7,192	+7,192	NEW
211	RENAISSANCE GROUP LLC	$706K	7,178	−5,937	TRIM
212	QUADRANT CAPITAL GROUP LLC	$702K	7,137	−2,913	TRIM
213	Alliance Wealth Advisors, LLC /UT	$701K	7,125	−2,215	TRIM
214	Brevan Howard Capital Management LP	$684K	6,947	−17,510	TRIM
215	Utah Retirement Systems	$680K	6,909	0	NO CHANGE
216	TD Waterhouse Canada Inc.	$673K	7,080	+5,126	ADD
217	Private Advisor Group, LLC	$669K	6,796	−462	TRIM
218	Sequoia Financial Advisors, LLC	$659K	6,695	−369	TRIM
219	COMMONWEALTH EQUITY SERVICES, LLC	$655K	6,650	−6,177	TRIM
220	Portside Wealth Group, LLC	$651K	6,617	+322	ADD
221	FULTON BANK, N.A.	$642K	6,524	+1,332	ADD
222	ISLAY CAPITAL MANAGEMENT, LLC	$637K	6,474	+6,474	NEW
223	Tyche Wealth Partners LLC	$636K	6,461	+252	ADD
224	TECTONIC ADVISORS LLC	$625K	6,347	+989	ADD
225	Fisher Asset Management, LLC	$624K	6,338	+15	ADD
226	Maryland State Retirement & Pension System	$607K	6,165	0	NO CHANGE
227	GATEWAY INVESTMENT ADVISERS LLC	$601K	6,108	−16,029	TRIM
228	NORDEN GROUP LLC	$590K	5,999	−1,403	TRIM
229	Merit Financial Group, LLC	$589K	5,980	+556	ADD
230	American Trust Investment Advisors, LLC	$572K	5,815	0	NO CHANGE
231	Athena Wealth Management, LLC	$568K	5,767	—	NO PRIOR
232	OPPENHEIMER & CO INC	$535K	5,439	−366	TRIM
233	REGIONS FINANCIAL CORP	$524K	5,326	+55	ADD
234	ProShare Advisors LLC	$517K	5,248	−35	TRIM
235	Cooper Financial Group	$502K	5,099	−280	TRIM
236	Ridgewood Investments LLC	$495K	5,032	—	NO PRIOR
237	KESTRA PRIVATE WEALTH SERVICES, LLC	$490K	4,982	+196	ADD
238	Colonial River Investments, LLC	$484K	4,918	+261	ADD
239	PEAK6 LLC	$484K	4,915	−3,869	TRIM
240	Vise Technologies, Inc.	$480K	5,328	0	NO CHANGE
241	Moors & Cabot, Inc.	$472K	4,796	+460	ADD
242	NewEdge Advisors, LLC	$460K	4,673	+4,673	NEW
243	BANK OF NOVA SCOTIA	$458K	4,656	+4,656	NEW
244	Kestra Investment Management, LLC	$457K	4,646	+1,200	ADD
245	WINTON GROUP Ltd	$457K	4,643	+4,643	NEW
246	HB Wealth Management, LLC	$453K	4,605	+1,608	ADD
247	Sendero Wealth Management, LLC	$452K	4,591	0	NO CHANGE
248	Tower Research Capital LLC (TRC)	$452K	4,588	−1,435	TRIM
249	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$448K	4,733	−39	TRIM
250	Rafferty Asset Management, LLC	$446K	4,535	−1,755	TRIM
251	NICOLET BANKSHARES INC	$444K	4,694	+4,694	NEW
252	DAYMARK WEALTH PARTNERS, LLC	$437K	4,440	−482	TRIM
253	Legacy Wealth Asset Management, LLC	$437K	4,436	+5	ADD
254	Impact Capital Partners LLC	$436K	4,429	−452	TRIM
255	LVW Advisors, LLC	$434K	4,405	−601	TRIM
256	SHELTON CAPITAL MANAGEMENT	$434K	4,405	0	NO CHANGE
257	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$432K	4,386	+2,402	ADD
258	Retirement Planning Co of New England, Inc.	$430K	4,372	+106	ADD
259	L2 Asset Management, LLC	$428K	4,350	+1,628	ADD
260	WEALTH ALLIANCE, LLC	$420K	4,267	−183	TRIM
261	CIBC Asset Management Inc	$416K	4,227	0	NO CHANGE
262	Gotham Asset Management, LLC	$406K	4,125	−1	TRIM
263	FORA Capital, LLC	$405K	4,117	−18,309	TRIM
264	Vident Advisory, LLC	$403K	4,095	+544	ADD
265	ONTARIO TEACHERS PENSION PLAN BOARD	$396K	4,026	−16,505	TRIM
266	OLD NATIONAL BANCORP /IN/	$390K	3,963	+625	ADD
267	DAVENPORT & Co LLC	$379K	3,854	+142	ADD
268	PRINCIPAL SECURITIES, INC.	$377K	3,834	+432	ADD
269	North Dakota State Investment Board	$376K	3,821	−781	TRIM
270	BCS Private Wealth Management, Inc.	$376K	3,820	+3,820	NEW
271	COMMERCE BANK	$370K	3,763	−3,165	TRIM
272	Stratos Wealth Partners, LTD.	$362K	3,680	−162	TRIM
273	SHEETS SMITH WEALTH MANAGEMENT	$358K	3,633	+3,633	NEW
274	Northwest & Ethical Investments L.P.	$349K	3,652	+3,652	NEW
275	Ausdal Financial Partners, Inc.	$344K	3,494	−69	TRIM
276	Wedmont Private Capital	$323K	3,399	−13	TRIM
277	EVERGREEN CAPITAL MANAGEMENT LLC	$323K	3,282	−475	TRIM
278	Wealthfront Advisers LLC	$323K	3,281	−79	TRIM
279	SAGESPRING WEALTH PARTNERS, LLC	$322K	3,269	+9	ADD
280	Blue Trust, Inc.	$320K	3,256	+2,543	ADD
281	BENJAMIN EDWARDS INC	$313K	3,179	+134	ADD
282	AlphaCore Capital LLC	$300K	3,047	−773	TRIM
283	MGO ONE SEVEN LLC	$298K	3,028	+579	ADD
284	Meiji Yasuda Asset Management Co Ltd.	$297K	3,019	−4	TRIM
285	Calamos Advisors LLC	$296K	3,003	+3,003	NEW
286	Calamos Wealth Management LLC	$296K	3,003	+3,003	NEW
287	PANAGORA ASSET MANAGEMENT INC	$295K	3,002	0	NO CHANGE
288	NATIONAL BANK OF CANADA /FI/	$285K	2,893	+2,893	NEW
289	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$284K	2,890	+2,890	NEW
290	Ascentis Independent Advisors	$282K	2,870	+275	ADD
291	Balefire, LLC	$280K	2,845	+136	ADD
292	Engineers Gate Manager LP	$275K	2,792	−25,355	TRIM
293	BXM Wealth LLC	$271K	2,750	+2,750	NEW
294	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$268K	2,724	+2,724	NEW
295	SIGNATUREFD, LLC	$266K	2,700	+49	ADD
296	Carrera Capital Advisors	$258K	2,619	0	NO CHANGE
297	Concurrent Investment Advisors, LLC	$246K	2,501	−1,446	TRIM
298	Thrive Wealth Management, LLC	$244K	2,480	+80	ADD
299	Heritage Family Offices, LLP	$240K	2,437	−681	TRIM
300	Equitable Holdings, Inc.	$238K	2,614	−1,680	TRIM
301	Institute for Wealth Management, LLC.	$238K	2,416	−161	TRIM
302	MORRIS FINANCIAL CONCEPTS, INC.	$235K	2,385	−17	TRIM
303	FIDUCIARY TRUST CO	$234K	2,380	−5	TRIM
304	PROFUND ADVISORS LLC	$234K	2,379	−296	TRIM
305	Apollon Wealth Management, LLC	$229K	2,322	+2,322	NEW
306	BINGHAM PRIVATE WEALTH, LLC	$224K	2,278	+2,278	NEW
307	EVERPAR ADVISORS LLC	$221K	2,247	−404	TRIM
308	SAGE RHINO CAPITAL LLC	$219K	2,221	+2,221	NEW
309	BROWN ADVISORY INC	$217K	2,209	−2,584	TRIM
310	Sowell Financial Services LLC	$214K	2,172	−194	TRIM
311	MOODY ALDRICH PARTNERS LLC	$213K	2,166	−1,017	TRIM
312	TruNorth Capital Management, LLC	$212K	2,154	+2,154	NEW
313	Snowden Capital Advisors LLC	$212K	2,154	−160	TRIM
314	Goldstein Advisors, LLC	$211K	2,146	+2,146	NEW
315	CATALYST FINANCIAL PARTNERS LLC	$211K	2,139	+2,139	NEW
316	Ballentine Partners, LLC	$210K	2,137	−453	TRIM
317	GUGGENHEIM CAPITAL LLC	$203K	2,062	−322	TRIM
318	Opal Wealth Advisors, LLC	$172K	1,746	+1,746	NEW
319	MAI Capital Management	$171K	1,734	+1,465	ADD
320	WESTPAC BANKING CORP	$161K	1,634	+1,634	NEW
321	Daiwa Securities Group Inc.	$157K	1,594	−150	TRIM
322	MATHER GROUP, LLC.	$150K	1,519	+1,519	NEW
323	Allworth Financial LP	$148K	1,505	+648	ADD
324	Eurizon Capital SGR S.p.A.	$138K	1,385	−3,869	TRIM
325	Pinnacle Wealth Planning Services, Inc.	$133K	1,351	−4	TRIM
326	UMB Bank, n.a.	$133K	1,350	+184	ADD
327	NOMURA ASSET MANAGEMENT CO LTD	$129K	1,310	+460	ADD
328	Truvestments Capital LLC	$117K	1,188	−58	TRIM
329	Elevated Capital Advisors, LLC	$103K	1,050	+142	ADD
330	Smartleaf Asset Management LLC	$97.9K	989	+177	ADD
331	State of Wyoming	$96.4K	979	−89	TRIM
332	GROUP ONE TRADING LLC	$88.1K	895	+895	NEW
333	Walleye Trading LLC	$84.4K	858	−16,304	TRIM
334	Arax Advisory Partners	$83.6K	859	−269	TRIM
335	B. Riley Wealth Advisors, Inc.	$82.1K	830	+830	NEW
336	HHM Wealth Advisors, LLC	$73.8K	750	0	NO CHANGE
337	HM PAYSON & CO	$62.3K	633	−29	TRIM
338	SJS Investment Consulting Inc.	$41.6K	423	+58	ADD
339	Wilmington Savings Fund Society, FSB	$39.5K	401	0	NO CHANGE
340	Keating Financial Advisory Services, Inc.	$39.0K	396	+396	NEW
341	OLD SECOND NATIONAL BANK OF AURORA	$36.9K	375	0	NO CHANGE
342	VEGA INVESTMENT SOLUTIONS	$35.2K	358	0	NO CHANGE
343	REAP Financial Group, LLC	$35.1K	357	+6	ADD
344	BARTLETT & CO. WEALTH MANAGEMENT LLC	$29.1K	307	−70	TRIM
345	Asset Dedication, LLC	$28.8K	293	−25	TRIM
346	Atlantic Edge Private Wealth Management, LLC	$28.5K	290	0	NO CHANGE
347	NorthAvenue LLC	$27.6K	280	—	NO PRIOR
348	Kemnay Advisory Services Inc.	$26.3K	267	+267	NEW
349	Spire Wealth Management	$25.5K	259	−11	TRIM
350	JONES FINANCIAL COMPANIES LLLP	$25.2K	256	−69	TRIM
351	Grove Bank & Trust	$24.6K	250	0	NO CHANGE
352	Mitsubishi UFJ Asset Management Co., Ltd.	$24.5K	249	0	NO CHANGE
353	Parkside Financial Bank & Trust	$23.9K	243	−47	TRIM
354	Transamerica Financial Advisors, LLC	$22.2K	226	+87	ADD
355	Raleigh Capital Management Inc.	$21.6K	219	−3	TRIM
356	Financial Network Wealth Advisors LLC	$21.2K	215	—	NO PRIOR
357	Larson Financial Group LLC	$20.4K	207	+30	ADD
358	Physician Wealth Advisors, Inc.	$18.2K	185	+128	ADD
359	ELEVATION WEALTH PARTNERS, LLC	$18.1K	184	+67	ADD
360	Leonteq Securities AG	$17.8K	181	−299	TRIM
361	Clearstead Trust, LLC	$16.9K	172	−35	TRIM
362	ENTRUST FINANCIAL LLC	$14.6K	148	−4	TRIM
363	CVA Family Office, LLC	$14.4K	146	+141	ADD
364	AMICA MUTUAL INSURANCE CO	$13.7K	139,617	0	NO CHANGE
365	Bell Investment Advisors, Inc	$13.0K	132	−68	TRIM
366	Murphy & Mullick Capital Management Corp	$12.3K	125	−10	TRIM
367	Decker Retirement Planning Inc.	$12.2K	124	0	NO CHANGE
368	True Wealth Design, LLC	$10.8K	110	+58	ADD
369	CHILTON CAPITAL MANAGEMENT LLC	$10.5K	107	+107	NEW
370	Frazier Financial Advisors, LLC	$10.4K	106	0	NO CHANGE
371	C WorldWide Group Holding A/S	$10.2K	103,188	+3,962	ADD
372	GHP Investment Advisors, Inc.	$10.1K	103	0	NO CHANGE
373	NFSG Corp	$9.8K	100	0	NO CHANGE
374	NATIXIS ADVISORS, LLC	$9.8K	99,492	−385	TRIM
375	JFS WEALTH ADVISORS, LLC	$8.2K	83	−16	TRIM
376	Owl Creek Wealth Partners LLC	$7.9K	80	—	NO PRIOR
377	Aquatic Capital Management LLC	$7.8K	79	−44,619	TRIM
378	CANADA LIFE ASSURANCE Co	$7.5K	76,376	−374	TRIM
379	Private Wealth Management Group, LLC	$7.5K	76	0	NO CHANGE
380	Avalon Trust Co	$7.3K	74	0	NO CHANGE
381	Glen Eagle Advisors, LLC	$7.3K	74	0	NO CHANGE
382	Tradewinds Capital Management, LLC	$7.1K	72	0	NO CHANGE
383	Itau Unibanco Holding S.A.	$6.5K	66	+66	NEW
384	BEACON INVESTMENT ADVISORY SERVICES, INC.	$6.5K	66	+66	NEW
385	ALGERT GLOBAL LLC	$6.4K	64,540	+64,540	NEW
386	Annis Gardner Whiting Capital Advisors, LLC	$6.3K	64	0	NO CHANGE
387	HighMark Wealth Management LLC	$6.2K	63	0	NO CHANGE
388	DAGCO, INC.	$6.1K	62	0	NO CHANGE
389	Manchester Capital Management LLC	$6.0K	61	0	NO CHANGE
390	Valued Wealth Advisors LLC	$5.7K	58	+47	ADD
391	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$5.7K	58	+13	ADD
392	KERR FINANCIAL PLANNING Corp	$5.7K	62	+62	NEW
393	Treasurer of the State of North Carolina	$5.5K	55,954	+1,196	ADD
394	CENTRAL TRUST Co	$5.1K	52	0	NO CHANGE
395	Kingdom Financial Group LLC.	$4.8K	49	−44	TRIM
396	South Dakota Investment Council	$4.3K	43,424	−7,700	TRIM
397	THRIVENT FINANCIAL FOR LUTHERANS	$4.1K	41,989	+375	ADD
398	Clearstead Advisors, LLC	$3.9K	40	−470	TRIM
399	WOLFF WIESE MAGANA LLC	$3.9K	40	0	NO CHANGE
400	SHP Wealth Management	$3.9K	40	+15	ADD
401	Tower View Wealth Management LLC	$3.2K	33	+33	NEW
402	MV CAPITAL MANAGEMENT, INC.	$3.1K	31	+1	ADD
403	Rialto Wealth Management, LLC	$3.1K	31	+12	ADD
404	Quarry LP	$3.0K	30	−451	TRIM
405	Retirement Wealth Solutions LLC	$2.8K	28	+16	ADD
406	TEALWOOD ASSET MANAGEMENT INC	$2.7K	27,318	−139	TRIM
407	TD Capital Management LLC	$2.7K	27	0	NO CHANGE
408	Johnson Financial Group, Inc.	$2.5K	25	0	NO CHANGE
409	Marquette Asset Management, LLC	$2.4K	24	−24	TRIM
410	Cromwell Holdings LLC	$2.4K	24	0	NO CHANGE
411	State of Alaska, Department of Revenue	$2.3K	23,087	0	NO CHANGE
412	HALBERT HARGROVE GLOBAL ADVISORS, LLC	$2.3K	23	0	NO CHANGE
413	Signature Equity Partners, LLC	$2.1K	21	+21	NEW
414	ALBION FINANCIAL GROUP /UT	$2.0K	20	0	NO CHANGE
415	DiNuzzo Private Wealth, Inc.	$2.0K	20	−1	TRIM
416	HRT FINANCIAL LP	$1.9K	19,609	−3,491	TRIM
417	BROWN, LISLE/CUMMINGS, INC.	$1.8K	18	0	NO CHANGE
418	Salomon & Ludwin, LLC	$1.8K	18	−41	TRIM
419	EFG International AG	$1.7K	17	+17	NEW
420	Cassaday & Co Wealth Management LLC	$1.5K	15	+15	NEW
421	Kilter Group LLC	$1.3K	13	0	NO CHANGE
422	Intentional Wealth Strategies, LLC	$1.2K	12	—	NO PRIOR
423	SouthState Bank Corp	$1.1K	11	+6	ADD
424	Addison Advisors LLC	$1.1K	11	+11	NEW
425	Legacy Wealth Managment, LLC/ID	$1.1K	11	0	NO CHANGE
426	JPL Wealth Management, LLC	$985	10	+10	NEW
427	WealthCollab, LLC	$985	10	0	NO CHANGE
428	PARK AVENUE SECURITIES LLC	$881	8,947	+196	ADD
429	Abound Wealth Management	$788	8	+8	NEW
430	Vermillion Wealth Management, Inc.	$689	7	+7	NEW
431	HFM Investment Advisors, LLC	$591	6	0	NO CHANGE
432	FINANCIAL CONSULATE, INC	$493	5	+5	NEW
433	American Capital Advisory, LLC	$493	5	0	NO CHANGE
434	KBC Group NV	$389	3,948	+368	ADD
435	Prestige Wealth Management Group LLC	$296	3	+3	NEW
436	NBT BANK, N.A.	$197	2	+2	NEW
437	Beaird Harris Wealth Management, LLC	$197	2	0	NO CHANGE
438	3 FACTOR INDEXING, LLC	$197	2	—	NO PRIOR
439	Bollard Group LLC	$140	1,418	0	NO CHANGE
440	ACADIAN ASSET MANAGEMENT LLC	$113	1,163	+344	ADD
441	Quaker Wealth Management, LLC	$99	1	0	NO CHANGE
442	TFC Financial Management, Inc.	$99	1	0	NO CHANGE
443	Seneschal Advisors, LLC	$99	1	0	NO CHANGE
444	Activest Wealth Management	$58	1	−1	TRIM
445	Avion Wealth	$2	26	−6	TRIM
446	Capital Advisors, Ltd. LLC	$0	4	0	NO CHANGE
447	VANGUARD GROUP INC	—	—	—	n/c
448	Brandywine Global Investment Management, LLC	—	—	—	n/c
449	COMERICA BANK	—	—	—	n/c
450	CIBC WORLD MARKETS CORP	—	—	—	n/c
451	CIBC Private Wealth Group LLC	—	—	—	n/c
452	TimesSquare Capital Management, LLC	—	—	—	n/c
453	CreativeOne Wealth, LLC	—	—	—	n/c
454	Global Retirement Partners, LLC	—	—	—	n/c
455	NICOLET ADVISORY SERVICES, LLC	—	—	—	n/c
456	DV EQUITIES, LLC	—	—	—	n/c
457	SageView Advisory Group, LLC	—	—	—	n/c
458	Motiv8 Investments LLC	—	—	—	n/c
459	WRIGHT INVESTORS SERVICE INC	—	—	−6,814	EXIT
460	GLENMEDE TRUST CO NA	—	—	−20,634	EXIT
461	HARBOUR INVESTMENTS, INC.	—	—	−105	EXIT
462	CENTAURUS FINANCIAL, INC.	—	—	−2,496	EXIT
463	MAVERICK CAPITAL LTD	—	—	−26,740	EXIT
464	RENAISSANCE TECHNOLOGIES LLC	—	—	−193,600	EXIT
465	EASTERN BANK	—	—	−1	EXIT
466	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	—	—	−519,211	EXIT
467	ADAGE CAPITAL PARTNERS GP, L.L.C.	—	—	−285,000	EXIT
468	NATIXIS	—	—	−25,350	EXIT
469	BOK Financial Private Wealth, Inc.	—	—	−274	EXIT
470	Magnetar Financial LLC	—	—	−2,551	EXIT
471	GSA CAPITAL PARTNERS LLP	—	—	−18,250	EXIT
472	NORGES BANK	—	—	−1,685,712	EXIT
473	Boston Partners	—	—	−11,253	EXIT
474	PRELUDE CAPITAL MANAGEMENT, LLC	—	—	−3,246	EXIT
475	Southeast Asset Advisors, LLC	—	—	−20,043	EXIT
476	IMC-Chicago, LLC	—	—	−23,982	EXIT
477	SIMPLEX TRADING, LLC	—	—	−96,184	EXIT
478	Virtu Financial LLC	—	—	−5,705	EXIT
479	Artemis Investment Management LLP	—	—	−111,164	EXIT
480	Dynamic Technology Lab Private Ltd	—	—	−25,170	EXIT
481	Twin Tree Management, LP	—	—	−20,532	EXIT
482	Alphadyne Asset Management LP	—	—	−2,319	EXIT
483	Vestcor Inc	—	—	−8,273	EXIT
484	VOLORIDGE INVESTMENT MANAGEMENT, LLC	—	—	−481,797	EXIT
485	Mirae Asset Global Investments Co., Ltd.	—	—	−6,383	EXIT
486	Select Equity Group, L.P.	—	—	−2,692,084	EXIT
487	Versor Investments LP	—	—	−12,269	EXIT
488	Inspire Investing, LLC	—	—	−39,384	EXIT
489	Wealthcare Advisory Partners LLC	—	—	−5,170	EXIT
490	Centiva Capital, LP	—	—	−3,505	EXIT
491	Prana Capital Management, LP	—	—	−2,969	EXIT
492	DV Trading LLC	—	—	−604	EXIT
493	Kovack Advisors, Inc.	—	—	−11,141	EXIT
494	Qube Research & Technologies Ltd	—	—	−68,935	EXIT
495	Crewe Advisors LLC	—	—	−25	EXIT
496	Luken Investment Analytics, LLC	—	—	−37	EXIT
497	ExodusPoint Capital Management, LP	—	—	−42,669	EXIT
498	AIGEN INVESTMENT MANAGEMENT, LP	—	—	−4,613	EXIT
499	Oak Thistle LLC	—	—	−10,370	EXIT
500	Cynosure Group, LLC	—	—	−4,890	EXIT

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · BJ

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

Adding: 0 — $0 held
Trimming: 3 Bridgewater Associates, Gotham Asset Management, Caxton Associates $3.2M held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · BJS WHSL CLUB HLDGS INC

Merged timeline of congressional filings and notable-manager moves on BJ
Date	Who	Change	Size
2026-05-15	Bridgewater Associates 13F	TRIM	−31,864 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−1 sh
2026-05-14	Caxton Associates 13F	EXIT	−24,324 sh

3 newest, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.