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, Q4 2023
Institutional positions in BJ's Wholesale Club Holdings, Inc. as of Dec 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
- 451
- +7 vs. Q3 2023
- Shares held
- 136.7M
- −2.40M (−1.7%) vs. Q3 2023
- Total value
- $9.11B
- −$810.4M (−8.2%) vs. Q3 2023
- New holders
- 71
- 137 more added
- Sold out
- 64
- 181 more reduced
9 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding BJ's Wholesale Club Holdings, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EntryPoint Capital, LLC | 1,867 | $124.5K | 0.12% | +1,867 | New |
| Principal Securities, Inc. | 2,149 | $143.3K | 0.01% | +2,149 | New |
| Steward Partners Investment Solutions, LLC | 2,192 | $146.1K | 0.06% | +2,192 | New |
| Neo Ivy Capital Management | 2,402 | $160.0K | 0.36% | +2,402 | New |
| KBC Group NV | 2,417 | $161.0K | 0.00% | +236+10.8% | Added |
| Signaturefd, LLC | 2,464 | $164.3K | 0.00% | −259−9.5% | Reduced |
| Johnson Financial Group, Inc. | 2,652 | $176.8K | 0.01% | +304+12.9% | Added |
| Assetmark, Inc | 2,667 | $177.8K | 0.00% | +559+26.5% | Added |
| Quadrant Capital Group LLC | 2,832 | $188.8K | 0.02% | −151−5.1% | Reduced |
| Panagora Asset Management Inc | 3,002 | $200.1K | 0.00% | −12−0.4% | Reduced |
| Greystone Financial Group, LLC | 3,045 | $203.0K | 0.05% | −2,521−45.3% | Reduced |
| MeadowBrook Investment Advisors LLC | 3,090 | $206.0K | 0.20% | +3,090 | New |
| Raymond James Trust N.A. | 3,149 | $209.9K | 0.01% | −129−3.9% | Reduced |
| Cubist Systematic Strategies, LLC | 3,168 | $211.2K | 0.00% | +3,168 | New |
| Trust Point Inc. | 3,172 | $211.4K | 0.02% | +3,172 | New |
| FDx Advisors, Inc. | 3,227 | $215.0K | 0.02% | +3,227 | New |
| Canandaigua National Bank & Trust Co | 3,234 | $215.6K | 0.03% | −22−0.7% | Reduced |
| Wolverine Trading, LLC | 3,244 | $216.2K | 0.00% | −733−18.4% | Reduced |
| Knollwood Investment Advisory, LLC | 3,450 | $230.0K | 0.05% | +3,450 | New |
| Wealth Alliance | 3,467 | $231.1K | 0.03% | +405+13.2% | Added |
| Moody Aldrich Partners LLC | 3,497 | $233.1K | 0.04% | −10−0.3% | Reduced |
| Qsemble Capital Management, LP | 3,500 | $233.3K | 0.06% | −3,300−48.5% | Reduced |
| 1832 Asset Management L.P. | 3,500 | $233.3K | 0.00% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 3,544 | $236.2K | 0.02% | +260+7.9% | Added |
| National Asset Management, Inc. | 3,608 | $240.5K | 0.01% | −665−15.6% | Reduced |
| QRG Capital Management, Inc. | 3,658 | $243.8K | 0.00% | +587+19.1% | Added |
| Profund Advisors LLC | 3,709 | $247.2K | 0.01% | +79+2.2% | Added |
| CIBC Asset Management Inc | 3,783 | $252.2K | 0.00% | −359−8.7% | Reduced |
| Wealthfront Advisers LLC | 3,872 | $258.1K | 0.00% | −110−2.8% | Reduced |
| Moors & Cabot, Inc. | 3,873 | $258.2K | 0.02% | −1,518−28.2% | Reduced |
| O'Brien Greene & Co. Inc | 3,900 | $260.0K | 0.09% | −9,500−70.9% | Reduced |
| Gitterman Wealth Management, LLC | 3,922 | $261.4K | 0.12% | +3,922 | New |
| Mount Yale Investment Advisors, LLC | 4,077 | $271.8K | 0.03% | −5,295−56.5% | Reduced |
| Lincoln National Corp | 4,450 | $296.6K | 0.01% | −90−2.0% | Reduced |
| Guggenheim Capital LLC | 4,510 | $300.6K | 0.00% | −1,239−21.6% | Reduced |
| Atria Wealth Solutions, Inc. | 4,516 | $301.0K | 0.00% | +53+1.2% | Added |
| Patten Group, Inc. | 4,558 | $303.8K | 0.08% | −539−10.6% | Reduced |
| Snowden Capital Advisors LLC | 4,607 | $307.1K | 0.01% | −1,363−22.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,620 | $308.0K | 0.14% | +676+17.1% | Added |
| Stevens Capital Management LP | 4,632 | $309.0K | 0.08% | +4,632 | New |
| Pine Valley Investments Ltd Liability Co | 4,703 | $313.5K | 0.03% | −2,609−35.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,772 | $318.1K | 0.00% | −2,005−29.6% | Reduced |
| Cerity Partners LLC | 4,795 | $319.6K | 0.00% | +4,795 | New |
| Yarbrough Capital, LLC | 4,808 | $320.5K | 0.02% | 00.0% | Unchanged |
| DFPG Investments, LLC | 4,904 | $321.6K | 0.03% | +278+6.0% | Added |
| Teza Capital Management LLC | 4,864 | $324.2K | 0.05% | +4,864 | New |
| Inceptionr LLC | 4,872 | $324.8K | 0.23% | +4,872 | New |
| Captrust Financial Advisors | 5,079 | $338.6K | 0.00% | −569−10.1% | Reduced |
| Cornerstone Investment Partners, LLC | 5,196 | $346.4K | 0.02% | +16+0.3% | Added |
| Quantinno Capital Management LP | 5,234 | $349.0K | 0.01% | +215+4.3% | Added |
| Cresset Asset Management, LLC | 5,314 | $354.2K | 0.00% | −457−7.9% | Reduced |
| Marshall Wace, LLP | 5,356 | $357.0K | 0.00% | +5,356 | New |
| Private Advisor Group, LLC | 5,420 | $361.3K | 0.00% | +1,272+30.7% | Added |
| XTX Topco Ltd | 5,506 | $367.0K | 0.08% | +1,942+54.5% | Added |
| Globeflex Capital L P | 5,605 | $373.6K | 0.04% | 00.0% | Unchanged |
| HRT Financial LP | 5,665 | $377.0K | 0.00% | +5,665 | New |
| Mercer Global Advisors Inc | 5,701 | $380.0K | 0.00% | −1,042−15.5% | Reduced |
| Shelton Capital Management | 5,767 | $384.4K | 0.01% | −528−8.4% | Reduced |
| Moody Lynn & Lieberson, LLC | 5,989 | $399.2K | 0.03% | +16+0.3% | Added |
| Quest Partners LLC | 6,003 | $400.2K | 0.09% | +6,003 | New |
| SG Americas Securities, LLC | 6,015 | $401.0K | 0.00% | +3,769+167.8% | Added |
| Bank of Nova Scotia | 6,048 | $403.1K | 0.00% | +6,048 | New |
| Ethic Inc. | 6,103 | $406.8K | 0.01% | −1,259−17.1% | Reduced |
| Truvestments Capital LLC | 6,132 | $408.8K | 0.18% | +711+13.1% | Added |
| Weiss Asset Management LP | 6,153 | $410.2K | 0.03% | +6,153 | New |
| Shell Asset Management Co | 6,186 | $412.0K | 0.02% | −1,838−22.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 6,202 | $413.4K | 0.07% | −149−2.3% | Reduced |
| We Are One Seven, LLC | 6,537 | $435.8K | 0.03% | +560+9.4% | Added |
| Prelude Capital Management, LLC | 6,652 | $443.4K | 0.04% | +6,652 | New |
| Isthmus Partners, LLC | 6,735 | $449.0K | 0.06% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 6,805 | $453.6K | 0.08% | +241+3.7% | Added |
| HighPoint Advisor Group LLC | 6,174 | $463.0K | 0.03% | +6,174 | New |
| Fox Run Management, L.L.C. | 6,995 | $466.3K | 0.12% | −2,198−23.9% | Reduced |
| LVZ Advisors, Inc. | 7,008 | $467.2K | 0.07% | +540+8.3% | Added |
| ProShare Advisors LLC | 7,035 | $469.0K | 0.00% | −222−3.1% | Reduced |
| Nebula Research & Development LLC | 7,171 | $478.0K | 0.14% | +7,171 | New |
| O'Shaughnessy Asset Management, LLC | 7,211 | $480.7K | 0.01% | −1,194−14.2% | Reduced |
| Brevan Howard Capital Management LP | 7,394 | $492.9K | 0.05% | +7,394 | New |
| Utah Retirement Systems | 7,400 | $493.3K | 0.01% | +100+1.4% | Added |
| EP Wealth Advisors, LLC | 7,922 | $528.1K | 0.01% | −8−0.1% | Reduced |
| Vontobel Holding Ltd. | 7,976 | $531.7K | 0.00% | −2,327−22.6% | Reduced |
| Regions Financial Corp | 8,133 | $542.1K | 0.00% | −158−1.9% | Reduced |
| Keybank National Association | 8,155 | $543.6K | 0.00% | +94+1.2% | Added |
| Coldstream Capital Management Inc | 8,324 | $554.9K | 0.02% | +1,751+26.6% | Added |
| Eqis Capital Management, Inc. | 8,384 | $558.9K | 0.05% | +1,324+18.8% | Added |
| Cetera Investment Advisers | 8,629 | $575.2K | 0.00% | +474+5.8% | Added |
| Gotham Asset Management, LLC | 8,633 | $575.5K | 0.01% | −3,629−29.6% | Reduced |
| TD Private Client Wealth LLC | 8,651 | $576.7K | 0.02% | −2,404−21.7% | Reduced |
| SYSTM Wealth Solutions LLC | 8,652 | $576.7K | 0.08% | +281+3.4% | Added |
| Creative Planning | 8,702 | $580.1K | 0.00% | +479+5.8% | Added |
| Exchange Traded Concepts, LLC | 8,809 | $587.2K | 0.02% | 00.0% | Unchanged |
| Axq Capital, LP | 8,900 | $593.3K | 0.16% | −8,800−49.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,928 | $595.1K | 0.00% | −9,410−51.3% | Reduced |
| Rafferty Asset Management, LLC | 9,102 | $606.7K | 0.00% | +2,329+34.4% | Added |
| Legacy Wealth Asset Management, LLC | 9,319 | $621.2K | 0.20% | +131+1.4% | Added |
| Commonwealth Equity Services, LLC | 9,426 | $628.0K | 0.00% | +87+0.9% | Added |
| Landscape Capital Management, L.L.C. | 9,550 | $636.6K | 0.06% | −224,163−95.9% | Reduced |
| Boothbay Fund Management, LLC | 9,553 | $636.8K | 0.02% | −14,742−60.7% | Reduced |
| Kapitalo Investimentos Ltda | 9,695 | $646.3K | 0.13% | +9,176+1,768.0% | Added |
| Crossmark Global Holdings, Inc. | 9,712 | $648.0K | 0.01% | −894−8.4% | Reduced |