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, Q2 2023
Institutional positions in BJ's Wholesale Club Holdings, Inc. as of Jun 30, 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
- 451
- −60 vs. Q1 2023
- Shares held
- 133.9M
- +7.25M (+5.7%) vs. Q1 2023
- Total value
- $8.45B
- −$1.20B (−12.4%) vs. Q1 2023
- New holders
- 50
- 154 more added
- Sold out
- 110
- 198 more reduced
4 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding BJ's Wholesale Club Holdings, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 4 | $0 | 0.00% | +4 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $63 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $126 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $127 | 0.00% | +1+100.0% | Added |
| Tfo-TDC, LLC | 3 | $189 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 6 | $378 | 0.00% | −362−98.4% | Reduced |
| Baker Avenue Asset Management, LP | 7 | $441 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 7 | $441 | 0.00% | +7 | New |
| Versant Capital Management, Inc | 10 | $630 | 0.00% | +10 | New |
| Castleview Partners, LLC | 15 | $945 | 0.00% | +15 | New |
| 25 LLC | 15 | $948 | 0.00% | +15 | New |
| Disciplined Investments, LLC | 20 | $1.26K | 0.00% | +1+5.3% | Added |
| Abound Wealth Management | 20 | $1.26K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 21 | $1.32K | 0.00% | −7−25.0% | Reduced |
| Sofos Investments, Inc. | 63 | $1.56K | 0.01% | +63 | New |
| Moisand Fitzgerald Tamayo, LLC | 25 | $1.58K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 26 | $1.64K | 0.00% | +26 | New |
| Glassman Wealth Services | 27 | $1.70K | 0.00% | +3+12.5% | Added |
| Brown Brothers Harriman & Co | 28 | $1.76K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 30 | $1.89K | 0.00% | −405−93.1% | Reduced |
| IFP Advisors, Inc | 89 | $1.96K | 0.00% | +70+368.4% | Added |
| Cornerstone Planning Group LLC | 32 | $2.02K | 0.00% | +32 | New |
| Farther Finance Advisors, LLC | 36 | $2.27K | 0.00% | −8−18.2% | Reduced |
| Parkside Financial Bank & Trust | 46 | $2.90K | 0.00% | −320−87.4% | Reduced |
| Umb Bank N A | 49 | $3.09K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 52 | $3.28K | 0.00% | +52 | New |
| Farmers & Merchants Investments Inc | 61 | $3.84K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 63 | $3.97K | 0.00% | −12−16.0% | Reduced |
| HBC Financial Services, PLLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 66 | $4.16K | 0.00% | −395−85.7% | Reduced |
| Tradewinds Capital Management, LLC | 72 | $4.54K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 74 | $4.65K | 0.00% | +9+13.8% | Added |
| Trust Co of Vermont | 75 | $4.73K | 0.00% | +75 | New |
| Bogart Wealth, LLC | 77 | $4.85K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 84 | $5.29K | 0.00% | +84 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 92 | $5.80K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 95 | $5.99K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 113 | $7.12K | 0.00% | +113 | New |
| GHP Investment Advisors, Inc. | 103 | $7.18K | 0.00% | −36−25.9% | Reduced |
| Central Trust Co | 125 | $7.88K | 0.00% | −885−87.6% | Reduced |
| HighMark Wealth Management LLC | 128 | $8.06K | 0.01% | +49+62.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 134 | $8.44K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 149 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 150 | $9.00K | 0.01% | +150 | New |
| Bell Investment Advisors, Inc | 143 | $9.01K | 0.00% | −44−23.5% | Reduced |
| Vigilant Capital Management, LLC | 160 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 180 | $11.3K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 187 | $11.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 245 | $15.4K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 250 | $15.8K | 0.00% | −492−66.3% | Reduced |
| Huntington National Bank | 257 | $16.2K | 0.00% | +177+221.3% | Added |
| Cutler Group LP | 283 | $17.0K | 0.00% | −1,723−85.9% | Reduced |
| Asset Dedication, LLC | 280 | $18.0K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 298 | $18.0K | 0.01% | +298 | New |
| Cary Street Partner Investment Advisory LLC | 292 | $18.4K | 0.00% | +79+37.1% | Added |
| Allworth Financial LP | 296 | $18.7K | 0.00% | −33−10.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 300 | $18.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 294 | $19.0K | 0.01% | +121+69.9% | Added |
| Hexagon Capital Partners LLC | 320 | $20.2K | 0.01% | −36−10.1% | Reduced |
| Anchor Investment Management, LLC | 320 | $20.2K | 0.00% | +170+113.3% | Added |
| Lindbrook Capital, LLC | 325 | $20.5K | 0.00% | −73−18.3% | Reduced |
| Global Retirement Partners, LLC | 338 | $21.3K | 0.00% | −176−34.2% | Reduced |
| Lee Financial Co | 360 | $22.7K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 385 | $24.3K | 0.01% | +68+21.5% | Added |
| Private Trust Co NA | 400 | $25.2K | 0.00% | −6−1.5% | Reduced |
| Ronald Blue Trust, Inc. | 338 | $26.0K | 0.00% | −66−16.3% | Reduced |
| City State Bank | 450 | $28.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 533 | $33.6K | 0.00% | −440−45.2% | Reduced |
| Cambridge Trust Co | 566 | $35.7K | 0.00% | −183−24.4% | Reduced |
| St Germain D J Co Inc | 581 | $36.6K | 0.00% | +581 | New |
| First Horizon Advisors, Inc. | 665 | $41.9K | 0.00% | +194+41.2% | Added |
| Proequities, Inc. | 719 | $45.3K | 0.00% | +9+1.3% | Added |
| HHM Wealth Advisors, LLC | 750 | $47.3K | 0.01% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 864 | $54.4K | 0.38% | −530−38.0% | Reduced |
| EverSource Wealth Advisors, LLC | 902 | $56.8K | 0.01% | −244−21.3% | Reduced |
| CWM, LLC | 918 | $58.0K | 0.00% | −31−3.3% | Reduced |
| National Bank of Canada | 955 | $60.1K | 0.00% | −2−0.2% | Reduced |
| Parallel Advisors, LLC | 995 | $62.7K | 0.00% | −118−10.6% | Reduced |
| Park Place Capital Corp | 1,141 | $71.9K | 0.02% | −17−1.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,170 | $73.7K | 0.00% | −108−8.5% | Reduced |
| Harbor Capital Advisors, Inc. | 1,244 | $78.4K | 0.02% | +1,244 | New |
| Picton Mahoney Asset Management | 1,280 | $81.0K | 0.00% | −30−2.3% | Reduced |
| Fifth Third Bancorp | 1,351 | $85.1K | 0.00% | −422−23.8% | Reduced |
| Grove Bank & Trust | 1,385 | $87.3K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,442 | $90.9K | 0.01% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,481 | $93.3K | 0.01% | +489+49.3% | Added |
| DuPont Capital Management Corp | 1,679 | $105.8K | 0.01% | −2,429−59.1% | Reduced |
| Tobam | 1,676 | $106.0K | 0.01% | −9,483−85.0% | Reduced |
| Counterpoint Mutual Funds LLC | 1,715 | $108.1K | 0.10% | +138+8.8% | Added |
| Leonteq Securities AG | 1,720 | $108.4K | 0.01% | +1,720 | New |
| Assetmark, Inc | 1,727 | $108.8K | 0.00% | +460+36.3% | Added |
| State of Wyoming | 1,844 | $116.2K | 0.03% | −1,104−37.4% | Reduced |
| Quadrant Capital Group LLC | 1,924 | $121.2K | 0.01% | −547−22.1% | Reduced |
| Financial Management Professionals, Inc. | 1,997 | $126.0K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,205 | $139.0K | 0.03% | −417−15.9% | Reduced |
| Johnson Financial Group, Inc. | 2,348 | $147.9K | 0.01% | −2,997−56.1% | Reduced |
| Signaturefd, LLC | 2,807 | $176.9K | 0.00% | +192+7.3% | Added |
| XTX Topco Ltd | 3,210 | $202.3K | 0.04% | +3,210 | New |
| National Asset Management, Inc. | 3,223 | $203.1K | 0.00% | −2−0.1% | Reduced |