Skip to main content
Livermore
Livermore
ZHEN

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 8 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.

Institutional holdersQ4 2023: 451 institutions
Q1 2021: 305 institutionsQ2 2021: 296 institutionsQ3 2021: 324 institutionsQ4 2021: 380 institutionsQ1 2022: 379 institutionsQ2 2022: 433 institutionsQ3 2022: 468 institutionsQ4 2022: 499 institutionsQ1 2023: 515 institutionsQ2 2023: 451 institutionsQ3 2023: 453 institutionsQ4 2023: 451 institutionsQ1 2024: 480 institutionsQ2 2024: 511 institutionsQ3 2024: 519 institutionsQ4 2024: 567 institutionsQ1 2025: 631 institutionsQ2 2025: 644 institutionsQ3 2025: 608 institutionsQ4 2025: 626 institutionsQ1 2026: 627 institutionsQ2 2026: 639 institutions
Value heldQ4 2023: $9.11B
Q1 2021: $6.73BQ2 2021: $6.95BQ3 2021: $7.76BQ4 2021: $9.10BQ1 2022: $9.25BQ2 2022: $8.35BQ3 2022: $9.31BQ4 2022: $8.40BQ1 2023: $9.66BQ2 2023: $8.45BQ3 2023: $9.95BQ4 2023: $9.11BQ1 2024: $10.2BQ2 2024: $12.0BQ3 2024: $11.2BQ4 2024: $12.2BQ1 2025: $15.7BQ2 2025: $14.6BQ3 2025: $13.2BQ4 2025: $12.8BQ1 2026: $13.4BQ2 2026: $12.1B
Institutions holding BJ and their total value by quarter
QuarterHoldersValue
Q2 2026639$12.1B
Q1 2026627$13.4B
Q4 2025626$12.8B
Q3 2025608$13.2B
Q2 2025644$14.6B
Q1 2025631$15.7B
Q4 2024567$12.2B
Q3 2024519$11.2B
Q2 2024511$12.0B
Q1 2024480$10.2B
Q4 2023451$9.11B
Q3 2023453$9.95B
Q2 2023451$8.45B
Q1 2023515$9.66B
Q4 2022499$8.40B
Q3 2022468$9.31B
Q2 2022433$8.35B
Q1 2022379$9.25B
Q4 2021380$9.10B
Q3 2021324$7.76B
Q2 2021296$6.95B
Q1 2021305$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.

Institutions holding BJ in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Cresset Asset Management, LLC5,314$354.2K0.00%−457−7.9%Reduced
Quantinno Capital Management LP5,234$349.0K0.01%+215+4.3%Added
Cornerstone Investment Partners, LLC5,196$346.4K0.02%+16+0.3%Added
Captrust Financial Advisors5,079$338.6K0.00%−569−10.1%Reduced
Inceptionr LLC4,872$324.8K0.23%+4,872New
Teza Capital Management LLC4,864$324.2K0.05%+4,864New
DFPG Investments, LLC4,904$321.6K0.03%+278+6.0%Added
Yarbrough Capital, LLC4,808$320.5K0.02%00.0%Unchanged
Cerity Partners LLC4,795$319.6K0.00%+4,795New
Wealth Enhancement Advisory Services, LLC4,772$318.1K0.00%−2,005−29.6%Reduced
Pine Valley Investments Ltd Liability Co4,703$313.5K0.03%−2,609−35.7%Reduced
Stevens Capital Management LP4,632$309.0K0.08%+4,632New
Retirement Planning Co of New England, Inc.4,620$308.0K0.14%+676+17.1%Added
Snowden Capital Advisors LLC4,607$307.1K0.01%−1,363−22.8%Reduced
Patten Group, Inc.4,558$303.8K0.08%−539−10.6%Reduced
Atria Wealth Solutions, Inc.4,516$301.0K0.00%+53+1.2%Added
Guggenheim Capital LLC4,510$300.6K0.00%−1,239−21.6%Reduced
Lincoln National Corp4,450$296.6K0.01%−90−2.0%Reduced
Mount Yale Investment Advisors, LLC4,077$271.8K0.03%−5,295−56.5%Reduced
Gitterman Wealth Management, LLC3,922$261.4K0.12%+3,922New
O'Brien Greene & Co. Inc3,900$260.0K0.09%−9,500−70.9%Reduced
Moors & Cabot, Inc.3,873$258.2K0.02%−1,518−28.2%Reduced
Wealthfront Advisers LLC3,872$258.1K0.00%−110−2.8%Reduced
CIBC Asset Management Inc3,783$252.2K0.00%−359−8.7%Reduced
Profund Advisors LLC3,709$247.2K0.01%+79+2.2%Added
QRG Capital Management, Inc.3,658$243.8K0.00%+587+19.1%Added
National Asset Management, Inc.3,608$240.5K0.01%−665−15.6%Reduced
Tectonic Advisors LLC3,544$236.2K0.02%+260+7.9%Added
Qsemble Capital Management, LP3,500$233.3K0.06%−3,300−48.5%Reduced
1832 Asset Management L.P.3,500$233.3K0.00%00.0%Unchanged
Moody Aldrich Partners LLC3,497$233.1K0.04%−10−0.3%Reduced
Wealth Alliance3,467$231.1K0.03%+405+13.2%Added
Knollwood Investment Advisory, LLC3,450$230.0K0.05%+3,450New
Wolverine Trading, LLC3,244$216.2K0.00%−733−18.4%Reduced
Canandaigua National Bank & Trust Co3,234$215.6K0.03%−22−0.7%Reduced
FDx Advisors, Inc.3,227$215.0K0.02%+3,227New
Trust Point Inc.3,172$211.4K0.02%+3,172New
Cubist Systematic Strategies, LLC3,168$211.2K0.00%+3,168New
Raymond James Trust N.A.3,149$209.9K0.01%−129−3.9%Reduced
MeadowBrook Investment Advisors LLC3,090$206.0K0.20%+3,090New
Greystone Financial Group, LLC3,045$203.0K0.05%−2,521−45.3%Reduced
Panagora Asset Management Inc3,002$200.1K0.00%−12−0.4%Reduced
Quadrant Capital Group LLC2,832$188.8K0.02%−151−5.1%Reduced
Assetmark, Inc2,667$177.8K0.00%+559+26.5%Added
Johnson Financial Group, Inc.2,652$176.8K0.01%+304+12.9%Added
Signaturefd, LLC2,464$164.3K0.00%−259−9.5%Reduced
KBC Group NV2,417$161.0K0.00%+236+10.8%Added
Neo Ivy Capital Management2,402$160.0K0.36%+2,402New
Steward Partners Investment Solutions, LLC2,192$146.1K0.06%+2,192New
Principal Securities, Inc.2,149$143.3K0.01%+2,149New
EntryPoint Capital, LLC1,867$124.5K0.12%+1,867New
Advisory Services Network, LLC1,751$116.7K0.00%+1,751New
Fifth Third Bancorp1,585$105.7K0.00%+87+5.8%Added
McGlone Suttner Wealth Management, Inc.1,535$102.3K0.02%+1,535New
Sound Income Strategies, LLC1,442$96.1K0.01%00.0%Unchanged
Natixis Investment Managers International1,390$92.7K0.01%00.0%Unchanged
Grove Bank & Trust1,360$90.7K0.02%00.0%Unchanged
GAMMA Investing LLC1,361$87.6K0.02%+1,361New
Psagot Value Holdings Ltd. / (Israel)1,200$80.0K0.04%+1,200New
Cutler Group LP1,189$79.0K0.01%−703−37.2%Reduced
Proequities, Inc.1,185$79.0K0.01%+343+40.7%Added
Anchor Investment Management, LLC1,165$77.7K0.01%+450+62.9%Added
Nisa Investment Advisors, LLC1,151$76.7K0.00%00.0%Unchanged
First Horizon Advisors, Inc.1,126$75.1K0.00%+302+36.7%Added
Financial Management Professionals, Inc.1,099$73.0K0.01%−898−45.0%Reduced
CWM, LLC1,095$73.0K0.00%+56+5.4%Added
Nomura Asset Management Co Ltd1,000$66.7K0.00%−134,853−99.3%Reduced
Caption Management, LLC997$66.5K0.01%+997New
Parallel Advisors, LLC962$64.1K0.00%−127−11.7%Reduced
National Bank of Canada951$64.0K0.00%−1−0.1%Reduced
EverSource Wealth Advisors, LLC920$61.3K0.01%−3−0.3%Reduced
Northwestern Mutual Wealth Management Co786$52.4K0.00%−508−39.3%Reduced
Park Place Capital Corp769$51.3K0.02%−347−31.1%Reduced
Spire Wealth Management775$50.9K0.00%−22,349−96.6%Reduced
HHM Wealth Advisors, LLC750$50.0K0.01%00.0%Unchanged
GWM Advisors LLC617$41.1K0.00%−2,262−78.6%Reduced
Raleigh Capital Management Inc.613$40.9K0.02%+80+15.0%Added
Eagle Bay Advisors LLC607$40.5K0.03%+607New
Massmutual Trust Co FSB601$40.1K0.00%+18+3.1%Added
Ostrum Asset Management577$38.5K0.00%−827−58.9%Reduced
Cambridge Trust Co566$37.7K0.00%00.0%Unchanged
Private Trust Co NA504$33.6K0.00%+111+28.2%Added
City State Bank450$30.0K0.02%00.0%Unchanged
Global Retirement Partners, LLC446$29.9K0.00%−45−9.2%Reduced
Lindbrook Capital, LLC414$27.6K0.00%+38+10.1%Added
Lee Financial Co360$24.0K0.00%00.0%Unchanged
Allworth Financial LP312$20.8K0.00%+62+24.8%Added
Ronald Blue Trust, Inc.286$20.0K0.00%−50−14.9%Reduced
Federation des caisses Desjardins du Quebec300$20.0K0.00%00.0%Unchanged
Old Second National Bank of Aurora300$20.0K0.01%+300New
Huntington National Bank297$19.8K0.00%−371−55.5%Reduced
Asset Dedication, LLC280$19.0K0.00%00.0%Unchanged
Hexagon Capital Partners LLC282$18.8K0.00%−38−11.9%Reduced
St Germain D J Co Inc271$18.1K0.00%−310−53.4%Reduced
Harbour Investments, Inc.248$16.5K0.00%+88+55.0%Added
Smartleaf Asset Management LLC221$14.5K0.00%+221New
Ci Investments Inc.205$14.0K0.00%+1+0.5%Added
NBC Securities, Inc.204$13.0K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.187$12.5K0.00%00.0%Unchanged
Covestor Ltd173$12.0K0.01%+1+0.6%Added