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, Q3 2023
Institutional positions in BJ's Wholesale Club Holdings, Inc. as of Sep 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
- 453
- +6 vs. Q2 2023
- Shares held
- 139.5M
- +5.68M (+4.2%) vs. Q2 2023
- Total value
- $9.95B
- +$1.50B (+17.8%) vs. Q2 2023
- New holders
- 66
- 166 more added
- Sold out
- 60
- 173 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding BJ's Wholesale Club Holdings, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $71 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $143 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $143 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 3 | $277 | 0.00% | −60−95.2% | Reduced |
| Bokf, NA | 5 | $341 | 0.00% | +5 | New |
| Tfo-TDC, LLC | 6 | $378 | 0.00% | +3+100.0% | Added |
| Harbor Investment Advisory, LLC | 6 | $428 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 7 | $463 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 8 | $571 | 0.00% | −1,712−99.5% | Reduced |
| Avion Wealth | 14 | $1.00K | 0.00% | +14 | New |
| Gradient Investments LLC | 15 | $1.07K | 0.00% | +15 | New |
| Glassman Wealth Services | 22 | $1.57K | 0.00% | −5−18.5% | Reduced |
| SJS Investment Consulting Inc. | 22 | $1.57K | 0.00% | +1+4.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 25 | $1.78K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 26 | $1.86K | 0.00% | +11+73.3% | Added |
| Brown Brothers Harriman & Co | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 29 | $2.07K | 0.00% | +29 | New |
| Cornerstone Planning Group LLC | 32 | $2.28K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 42 | $3.00K | 0.00% | +42 | New |
| Atlantic Trust, LLC | 51 | $3.25K | 0.00% | +51 | New |
| Laffer Tengler Investments | 46 | $3.28K | 0.00% | −8,731−99.5% | Reduced |
| Umb Bank N A | 49 | $3.50K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 50 | $3.57K | 0.00% | −200−80.0% | Reduced |
| Central Trust Co | 52 | $3.71K | 0.00% | −73−58.4% | Reduced |
| Milestone Investment Advisors LLC | 52 | $3.71K | 0.00% | +52 | New |
| Farmers & Merchants Investments Inc | 56 | $4.00K | 0.00% | −5−8.2% | Reduced |
| HBC Financial Services, PLLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 71 | $5.07K | 0.00% | +71 | New |
| Tradewinds Capital Management, LLC | 72 | $5.14K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 72 | $5.14K | 0.00% | +9+14.3% | Added |
| TD Waterhouse Canada Inc. | 74 | $5.26K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 74 | $5.28K | 0.00% | +28+60.9% | Added |
| Bogart Wealth, LLC | 77 | $5.50K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 90 | $6.42K | 0.00% | +1+1.1% | Added |
| VisionPoint Advisory Group, LLC | 91 | $6.50K | 0.00% | +39+75.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 92 | $6.57K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 95 | $6.78K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 106 | $7.57K | 0.00% | +106 | New |
| Farther Finance Advisors, LLC | 118 | $8.42K | 0.00% | +82+227.8% | Added |
| Steward Financial Group LLC | 138 | $9.00K | 0.00% | +138 | New |
| GHP Investment Advisors, Inc. | 137 | $9.47K | 0.00% | +34+33.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 134 | $9.56K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 136 | $9.71K | 0.01% | +8+6.3% | Added |
| Bell Investment Advisors, Inc | 146 | $10.4K | 0.00% | +3+2.1% | Added |
| Tyler-Stone Wealth Management | 150 | $11.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 157 | $11.2K | 0.01% | +8+5.4% | Added |
| Harbour Investments, Inc. | 160 | $11.4K | 0.00% | −20−11.1% | Reduced |
| Covestor Ltd | 172 | $12.0K | 0.01% | −122−41.5% | Reduced |
| SOA Wealth Advisors, LLC. | 187 | $13.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 204 | $14.0K | 0.00% | +204 | New |
| Ci Investments Inc. | 204 | $15.0K | 0.00% | −10,058−98.0% | Reduced |
| Riverview Trust Co | 245 | $17.5K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 250 | $17.8K | 0.00% | −46−15.5% | Reduced |
| Trust Co of Vermont | 260 | $18.6K | 0.00% | +185+246.7% | Added |
| Asset Dedication, LLC | 280 | $20.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 287 | $20.5K | 0.00% | −5−1.7% | Reduced |
| Ronald Blue Trust, Inc. | 336 | $21.0K | 0.00% | −2−0.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 300 | $21.4K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 320 | $22.8K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 360 | $25.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 376 | $26.8K | 0.00% | +51+15.7% | Added |
| Private Trust Co NA | 393 | $28.0K | 0.00% | −7−1.8% | Reduced |
| City State Bank | 450 | $32.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 491 | $34.4K | 0.00% | +153+45.3% | Added |
| Centiva Capital, LP | 496 | $35.4K | 0.00% | −3,533−87.7% | Reduced |
| Kapitalo Investimentos Ltda | 519 | $37.0K | 0.01% | −7,503−93.5% | Reduced |
| Raleigh Capital Management Inc. | 533 | $38.0K | 0.02% | +148+38.4% | Added |
| Cambridge Trust Co | 566 | $40.4K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 581 | $41.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 583 | $41.6K | 0.00% | +50+9.4% | Added |
| Huntington National Bank | 668 | $47.7K | 0.00% | +411+159.9% | Added |
| Anchor Investment Management, LLC | 715 | $51.0K | 0.01% | +395+123.4% | Added |
| HHM Wealth Advisors, LLC | 750 | $53.5K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 824 | $58.8K | 0.00% | +159+23.9% | Added |
| Proequities, Inc. | 842 | $60.1K | 0.00% | +123+17.1% | Added |
| Virtus Fund Advisers, LLC | 864 | $61.7K | 0.44% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 923 | $65.9K | 0.01% | +21+2.3% | Added |
| National Bank of Canada | 952 | $67.3K | 0.00% | −3−0.3% | Reduced |
| CWM, LLC | 1,039 | $74.0K | 0.00% | +121+13.2% | Added |
| Parallel Advisors, LLC | 1,089 | $77.7K | 0.00% | +94+9.4% | Added |
| Park Place Capital Corp | 1,116 | $79.6K | 0.02% | −25−2.2% | Reduced |
| Nisa Investment Advisors, LLC | 1,151 | $82.1K | 0.00% | −13,209−92.0% | Reduced |
| Headlands Technologies LLC | 1,243 | $88.7K | 0.04% | +1,243 | New |
| Northwestern Mutual Wealth Management Co | 1,294 | $92.4K | 0.00% | +124+10.6% | Added |
| Grove Bank & Trust | 1,360 | $97.1K | 0.02% | −25−1.8% | Reduced |
| Group One Trading, L.P. | 1,379 | $98.4K | 0.00% | +1,379 | New |
| Picton Mahoney Asset Management | 1,385 | $99.0K | 0.00% | +105+8.2% | Added |
| Natixis Investment Managers International | 1,390 | $99.2K | 0.01% | −91−6.1% | Reduced |
| Ostrum Asset Management | 1,404 | $100.2K | 0.01% | +1,404 | New |
| Sound Income Strategies, LLC | 1,442 | $102.9K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,498 | $106.9K | 0.00% | +147+10.9% | Added |
| Cutler Group LP | 1,892 | $135.0K | 0.02% | +1,609+568.6% | Added |
| Financial Management Professionals, Inc. | 1,997 | $143.0K | 0.03% | 00.0% | Unchanged |
| Tobam | 2,020 | $144.0K | 0.01% | +344+20.5% | Added |
| Baker Avenue Asset Management, LP | 2,094 | $149.4K | 0.01% | +2,087+29,814.3% | Added |
| Assetmark, Inc | 2,108 | $150.4K | 0.00% | +381+22.1% | Added |
| KBC Group NV | 2,181 | $156.0K | 0.00% | +2,181 | New |
| SG Americas Securities, LLC | 2,246 | $160.0K | 0.00% | −19,910−89.9% | Reduced |
| Johnson Financial Group, Inc. | 2,348 | $167.6K | 0.01% | 00.0% | Unchanged |