BJ's Wholesale Club Holdings, Inc.
BJ- Exchange
- NYSE
- Industry
- Retail-Variety Stores
- SEC CIK
- 0001531152
In the last 90 days, BJ's Wholesale Club Holdings, Inc. insiders filed 0 open-market purchases and 6 sales; 639 institutions reported holding it in 13F filings for Q2 2026, worth $12.1B in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in BJ's Wholesale Club Holdings, Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 515
- +25 vs. Q4 2022
- Shares held
- 126.8M
- +170.2K (+0.1%) vs. Q4 2022
- Total value
- $9.66B
- +$1.28B (+15.3%) vs. Q4 2022
- New holders
- 67
- 217 more added
- Sold out
- 42
- 171 more reduced
9 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BJ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 639 | $12.1B |
| Q1 2026 | 627 | $13.4B |
| Q4 2025 | 626 | $12.8B |
| Q3 2025 | 608 | $13.2B |
| Q2 2025 | 644 | $14.6B |
| Q1 2025 | 631 | $15.7B |
| Q4 2024 | 567 | $12.2B |
| Q3 2024 | 519 | $11.2B |
| Q2 2024 | 511 | $12.0B |
| Q1 2024 | 480 | $10.2B |
| Q4 2023 | 451 | $9.11B |
| Q3 2023 | 453 | $9.95B |
| Q2 2023 | 451 | $8.45B |
| Q1 2023 | 515 | $9.66B |
| Q4 2022 | 499 | $8.40B |
| Q3 2022 | 468 | $9.31B |
| Q2 2022 | 433 | $8.35B |
| Q1 2022 | 379 | $9.25B |
| Q4 2021 | 380 | $9.10B |
| Q3 2021 | 324 | $7.76B |
| Q2 2021 | 296 | $6.95B |
| Q1 2021 | 305 | $6.73B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding BJ's Wholesale Club Holdings, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $0 | 0.00% | +7 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $76 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $77 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $152 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $228 | 0.00% | −13−81.3% | Reduced |
| Bokf, NA | 4 | $304 | 0.00% | +4 | New |
| Koesten, Hirschmann & Crabtree, INC. | 5 | $381 | 0.00% | +5 | New |
| IFP Advisors, Inc | 19 | $418 | 0.00% | −1,203−98.4% | Reduced |
| Baker Avenue Asset Management, LP | 7 | $532 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 7 | $533 | 0.00% | −502−98.6% | Reduced |
| Prestige Wealth Management Group LLC | 7 | $533 | 0.00% | −70−90.9% | Reduced |
| Rise Advisors, LLC | 10 | $761 | 0.00% | +10 | New |
| Harvest Group Wealth Management, LLC | 12 | $913 | 0.00% | −4−25.0% | Reduced |
| Disciplined Investments, LLC | 19 | $1.45K | 0.00% | −1−5.0% | Reduced |
| Glassman Wealth Services | 24 | $1.83K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 25 | $1.90K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 27 | $2.05K | 0.00% | +16+145.5% | Added |
| Brown Brothers Harriman & Co | 28 | $2.13K | 0.00% | −160−85.1% | Reduced |
| SJS Investment Consulting Inc. | 28 | $2.13K | 0.00% | +2+7.7% | Added |
| Accel Wealth Management | 29 | $2.21K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 44 | $3.35K | 0.00% | +34+340.0% | Added |
| Umb Bank N A | 49 | $3.73K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 52 | $3.96K | 0.00% | +52 | New |
| Farmers & Merchants Investments Inc | 61 | $4.64K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 65 | $4.97K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 69 | $5.25K | 0.00% | −5−6.8% | Reduced |
| Baystate Wealth Management LLC | 71 | $5.40K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 72 | $5.48K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 75 | $5.71K | 0.00% | +6+8.7% | Added |
| Bogart Wealth, LLC | 77 | $5.86K | 0.00% | +77 | New |
| HighMark Wealth Management LLC | 79 | $6.01K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 80 | $6.08K | 0.00% | +67+515.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 92 | $7.00K | 0.00% | +92 | New |
| Kelly Financial Services LLC | 95 | $7.23K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 116 | $8.00K | 0.00% | +44+61.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 134 | $10.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 139 | $10.6K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 149 | $11.0K | 0.01% | −11−6.9% | Reduced |
| Stonebridge Capital Advisors LLC | 150 | $11.4K | 0.00% | −100−40.0% | Reduced |
| Anchor Investment Management, LLC | 150 | $11.4K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 160 | $12.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 173 | $13.0K | 0.01% | −2−1.1% | Reduced |
| Harbour Investments, Inc. | 180 | $13.7K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 187 | $14.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 187 | $14.2K | 0.00% | +14+8.1% | Added |
| Cary Street Partner Investment Advisory LLC | 213 | $16.2K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 245 | $18.6K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 280 | $21.0K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 282 | $21.5K | 0.00% | +282 | New |
| Federation des caisses Desjardins du Quebec | 300 | $22.8K | 0.00% | −105−25.9% | Reduced |
| Raleigh Capital Management Inc. | 317 | $24.1K | 0.01% | +156+96.9% | Added |
| Ameritas Advisory Services, LLC | 325 | $24.7K | 0.00% | +325 | New |
| Allworth Financial LP | 329 | $25.0K | 0.00% | +96+41.2% | Added |
| Ronald Blue Trust, Inc. | 404 | $27.0K | 0.00% | +71+21.3% | Added |
| Hexagon Capital Partners LLC | 356 | $27.1K | 0.01% | +58+19.5% | Added |
| Lee Financial Co | 360 | $27.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 366 | $27.8K | 0.01% | +341+1,364.0% | Added |
| Harbor Investment Advisory, LLC | 368 | $28.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 398 | $30.3K | 0.00% | +57+16.7% | Added |
| Private Trust Co NA | 406 | $30.9K | 0.00% | +37+10.0% | Added |
| GWM Advisors LLC | 435 | $33.1K | 0.00% | −9,976−95.8% | Reduced |
| City State Bank | 450 | $34.0K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 452 | $34.4K | 0.00% | −369−44.9% | Reduced |
| Harvest Fund Management Co., Ltd | 464 | $35.0K | 0.01% | +464 | New |
| Quarry LP | 461 | $35.1K | 0.02% | +40+9.5% | Added |
| First Horizon Advisors, Inc. | 471 | $35.8K | 0.00% | +26+5.8% | Added |
| Global Retirement Partners, LLC | 514 | $37.6K | 0.00% | +80+18.4% | Added |
| C M Bidwell & Associates Ltd | 615 | $46.8K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 710 | $54.0K | 0.00% | +573+418.2% | Added |
| Creative Financial Designs Inc | 742 | $56.4K | 0.01% | −400−35.0% | Reduced |
| Cambridge Trust Co | 749 | $57.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 750 | $57.1K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 830 | $63.1K | 0.00% | +10+1.2% | Added |
| CWM, LLC | 949 | $72.0K | 0.00% | +97+11.4% | Added |
| National Bank of Canada | 957 | $72.8K | 0.00% | −200−17.3% | Reduced |
| Massmutual Trust Co FSB | 973 | $74.0K | 0.00% | +792+437.6% | Added |
| Natixis Investment Managers International | 992 | $75.5K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,010 | $76.8K | 0.00% | −15−1.5% | Reduced |
| Parallel Advisors, LLC | 1,113 | $84.7K | 0.00% | +86+8.4% | Added |
| EverSource Wealth Advisors, LLC | 1,146 | $87.2K | 0.01% | +48+4.4% | Added |
| Park Place Capital Corp | 1,158 | $88.1K | 0.02% | +1,158 | New |
| Assetmark, Inc | 1,267 | $96.4K | 0.00% | +314+32.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,278 | $97.2K | 0.00% | +206+19.2% | Added |
| Picton Mahoney Asset Management | 1,310 | $100.0K | 0.01% | −29,750−95.8% | Reduced |
| Grove Bank & Trust | 1,385 | $105.4K | 0.02% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 1,394 | $106.0K | 0.74% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,442 | $109.7K | 0.01% | +1,442 | New |
| Parallax Volatility Advisers, L.P. | 1,494 | $113.6K | 0.00% | −81,970−98.2% | Reduced |
| Ellevest, Inc. | 1,499 | $114.0K | 0.01% | +438+41.3% | Added |
| Counterpoint Mutual Funds LLC | 1,577 | $120.0K | 0.11% | +1,577 | New |
| Point72 Asset Management, L.P. | 1,644 | $125.1K | 0.00% | −728,645−99.8% | Reduced |
| Fifth Third Bancorp | 1,773 | $134.9K | 0.00% | +968+120.2% | Added |
| Lido Advisors, LLC | 1,822 | $138.6K | 0.00% | +1,822 | New |
| Atlas Capital Advisors LLC | 1,853 | $141.0K | 0.02% | +1,853 | New |
| Cutler Group LP | 2,006 | $152.0K | 0.02% | −840−29.5% | Reduced |
| Financial Management Professionals, Inc. | 1,997 | $152.0K | 0.03% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 2,125 | $161.6K | 0.00% | +2,125 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 2,354 | $179.0K | 0.00% | +1,177+100.0% | Added |