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.
| 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 |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 154 | $10.3K | 0.00% | +8+5.5% | Added |
| Tyler-Stone Wealth Management | 150 | $10.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 136 | $9.07K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 137 | $9.00K | 0.01% | +137 | New |
| Oliver Lagore Vanvalin Investment Group | 134 | $8.93K | 0.00% | 00.0% | Unchanged |
| 4Thought Financial Group Inc. | 125 | $8.33K | 0.01% | +125 | New |
| REAP Financial Group, LLC | 120 | $8.00K | 0.00% | +120 | New |
| Farther Finance Advisors, LLC | 120 | $7.97K | 0.00% | +2+1.7% | Added |
| FinTrust Capital Advisors, LLC | 107 | $7.13K | 0.00% | +107 | New |
| Frazier Financial Advisors, LLC | 106 | $7.07K | 0.01% | +106 | New |
| Partnership Wealth Management, LLC | 100 | $6.43K | 0.00% | +100 | New |
| Kelly Financial Services LLC | 95 | $6.33K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 91 | $6.07K | 0.00% | +39+75.0% | Added |
| O'Dell Group, LLC | 84 | $5.60K | 0.00% | +84 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 84 | $5.60K | 0.00% | −8−8.7% | Reduced |
| Bogart Wealth, LLC | 77 | $5.13K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 68 | $5.00K | 0.00% | +68 | New |
| TD Waterhouse Canada Inc. | 74 | $4.92K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 72 | $4.80K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 71 | $4.73K | 0.00% | −1−1.4% | Reduced |
| First Pacific Financial | 64 | $4.27K | 0.00% | +64 | New |
| Parkside Financial Bank & Trust | 60 | $4.00K | 0.00% | −14−18.9% | Reduced |
| HBC Financial Services, PLLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 56 | $3.73K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 50 | $3.33K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 51 | $3.25K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 48 | $3.20K | 0.00% | −43−47.3% | Reduced |
| Laffer Tengler Investments | 46 | $3.07K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 47 | $3.00K | 0.00% | +47 | New |
| IFP Advisors, Inc | 44 | $2.93K | 0.00% | −46−51.1% | Reduced |
| Cornerstone Planning Group LLC | 32 | $2.13K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 31 | $2.07K | 0.00% | +5+19.2% | Added |
| Provenance Wealth Advisors, LLC | 28 | $1.87K | 0.00% | −1−3.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 25 | $1.67K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $1.67K | 0.00% | +3+13.6% | Added |
| Glassman Wealth Services | 22 | $1.47K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 22 | $1.47K | 0.00% | +22 | New |
| Chilton Capital Management LLC | 19 | $1.27K | 0.00% | +19 | New |
| DiNuzzo Private Wealth, Inc. | 16 | $1.07K | 0.00% | +16 | New |
| Gradient Investments LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 13 | $867 | 0.00% | +13 | New |
| Leonteq Securities AG | 8 | $533 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 7 | $467 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 6 | $400 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 6 | $400 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 3 | $270 | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 4 | $267 | 0.00% | +4 | New |
| Bruce G. Allen Investments, LLC | 4 | $267 | 0.00% | +4 | New |
| True Wealth Design, LLC | 2 | $134 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $133 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,071,195−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −260,407−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −226,700−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −119,055−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −77,540−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −68,400−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −57,923−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −53,357−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −43,438−100.0% | Sold out |
| Ardevora Asset Management LLP | 0 | $0 | 0.00% | −33,025−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −29,240−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −25,868−100.0% | Sold out |
| AAFMAA Wealth Management & Trust LLC | 0 | $0 | 0.00% | −25,301−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −15,281−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −14,216−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −13,143−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −11,831−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −9,951−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −9,599−100.0% | Sold out |
| Bessemer Securities LLC | 0 | $0 | 0.00% | −9,299−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −8,906−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −8,609−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −6,611−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −5,965−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −5,220−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −5,206−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −4,928−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −4,829−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −3,798−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,676−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −3,654−100.0% | Sold out |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −3,654−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −3,332−100.0% | Sold out |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −3,310−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −3,303−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −3,209−100.0% | Sold out |
| Redwood Investments, LLC | 0 | $0 | 0.00% | −3,101−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −3,040−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −2,992−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −2,976−100.0% | Sold out |
| Sawgrass Asset Management LLC | 0 | $0 | 0.00% | −2,960−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −2,830−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −2,094−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −2,020−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −1,385−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,379−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,243−100.0% | Sold out |