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, Q3 2024
Institutional positions in BJ's Wholesale Club Holdings, Inc. as of Sep 30, 2024. 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
- 519
- +13 vs. Q2 2024
- Shares held
- 135.2M
- +9.80M (+7.8%) vs. Q2 2024
- Total value
- $11.2B
- +$181.6M (+1.7%) vs. Q2 2024
- New holders
- 77
- 212 more added
- Sold out
- 64
- 178 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding BJ's Wholesale Club Holdings, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LVZ Advisors, Inc. | 5,925 | $488.7K | 0.06% | +359+6.4% | Added |
| Financial Strategies Group, Inc. | 5,651 | $482.4K | 0.11% | +1,145+25.4% | Added |
| ProShare Advisors LLC | 5,785 | $477.1K | 0.00% | −485−7.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,688 | $469.2K | 0.00% | +176+3.2% | Added |
| Shell Asset Management Co | 5,624 | $464.0K | 0.02% | +5,624 | New |
| Guggenheim Capital LLC | 5,622 | $463.7K | 0.00% | −549−8.9% | Reduced |
| HighPoint Advisor Group LLC | 5,399 | $462.4K | 0.03% | +212+4.1% | Added |
| Old National Bancorp | 5,438 | $448.5K | 0.01% | +133+2.5% | Added |
| Moors & Cabot, Inc. | 5,405 | $445.8K | 0.02% | +19+0.4% | Added |
| Fifth Third Wealth Advisors LLC | 5,248 | $432.9K | 0.03% | +602+13.0% | Added |
| Cooper Financial Group | 5,239 | $432.1K | 0.06% | +5,239 | New |
| Shelton Capital Management | 5,219 | $430.5K | 0.01% | −119−2.2% | Reduced |
| Kestra Investment Management, LLC | 5,192 | $428.2K | 0.02% | +5,192 | New |
| Cornerstone Investment Partners, LLC | 5,130 | $423.1K | 0.02% | −110−2.1% | Reduced |
| Wealth Alliance | 5,062 | $417.5K | 0.05% | +11+0.2% | Added |
| Wealthcare Advisory Partners LLC | 5,035 | $415.3K | 0.01% | +5,035 | New |
| Raymond James Trust N.A. | 5,021 | $414.1K | 0.01% | +642+14.7% | Added |
| Tectonic Advisors LLC | 4,977 | $410.5K | 0.03% | +813+19.5% | Added |
| Everpar Advisors LLC | 4,837 | $399.0K | 0.21% | −205−4.1% | Reduced |
| Occudo Quantitative Strategies LP | 4,823 | $397.8K | 0.07% | +4,823 | New |
| Belpointe Asset Management LLC | 4,749 | $391.7K | 0.02% | +4,749 | New |
| Fortis Capital Advisors, LLC | 4,749 | $391.7K | 0.13% | +4,749 | New |
| Vontobel Holding Ltd. | 4,741 | $391.0K | 0.00% | −52−1.1% | Reduced |
| Fulton Bank, N.A. | 4,672 | $385.3K | 0.01% | +225+5.1% | Added |
| Retirement Planning Co of New England, Inc. | 4,664 | $384.7K | 0.19% | +1,351+40.8% | Added |
| Tyche Wealth Partners LLC | 4,452 | $367.2K | 0.08% | +1,036+30.3% | Added |
| RSM US Wealth Management LLC | 4,109 | $347.1K | 0.01% | +4,109 | New |
| QRG Capital Management, Inc. | 4,136 | $341.1K | 0.00% | +579+16.3% | Added |
| Diversify Advisory Services, LLC | 3,796 | $326.4K | 0.02% | −89−2.3% | Reduced |
| Prelude Capital Management, LLC | 3,947 | $325.5K | 0.03% | −335−7.8% | Reduced |
| Keebeck Alpha, LP | 3,908 | $322.3K | 0.21% | +3,908 | New |
| CIBC Asset Management Inc | 3,906 | $322.2K | 0.00% | +123+3.3% | Added |
| Daiwa Securities Group Inc. | 3,840 | $317.0K | 0.00% | +180+4.9% | Added |
| Snowden Capital Advisors LLC | 3,818 | $314.9K | 0.01% | −226−5.6% | Reduced |
| Commerce Bank | 3,809 | $314.2K | 0.00% | +209+5.8% | Added |
| Advisor OS, LLC | 3,774 | $311.3K | 0.03% | −3,237−46.2% | Reduced |
| AlphaCore Capital LLC | 3,697 | $304.9K | 0.07% | +158+4.5% | Added |
| GWM Advisors LLC | 3,627 | $299.1K | 0.00% | +688+23.4% | Added |
| Belmont Capital, LLC | 3,600 | $296.9K | 0.05% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,521 | $294.4K | 0.01% | +55+1.6% | Added |
| Veriti Management LLC | 3,526 | $290.8K | 0.02% | +506+16.8% | Added |
| 1832 Asset Management L.P. | 3,500 | $288.7K | 0.00% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 3,500 | $288.7K | 0.09% | +500+16.7% | Added |
| Heritage Family Offices, LLP | 3,498 | $288.5K | 0.15% | −17−0.5% | Reduced |
| Whittier Trust Co | 3,477 | $286.7K | 0.00% | −2,244−39.2% | Reduced |
| Moody Aldrich Partners LLC | 3,473 | $286.5K | 0.05% | −3−0.1% | Reduced |
| Wealthfront Advisers LLC | 3,470 | $286.2K | 0.00% | −40−1.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,466 | $285.9K | 0.00% | +875+33.8% | Added |
| KBC Group NV | 3,454 | $285.0K | 0.00% | +514+17.5% | Added |
| Sequoia Financial Advisors, LLC | 3,432 | $283.1K | 0.00% | +777+29.3% | Added |
| Kapitalo Investimentos Ltda | 3,420 | $282.1K | 0.07% | +3,420 | New |
| Profund Advisors LLC | 3,363 | $277.4K | 0.01% | −83−2.4% | Reduced |
| Daymark Wealth Partners, LLC | 3,362 | $277.3K | 0.01% | +978+41.0% | Added |
| Inceptionr LLC | 3,338 | $275.3K | 0.07% | −6,141−64.8% | Reduced |
| Principal Securities, Inc. | 3,300 | $272.2K | 0.01% | +1,250+61.0% | Added |
| Applied Finance Capital Management, LLC | 3,290 | $271.4K | 0.01% | +157+5.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,265 | $269.3K | 0.01% | −85−2.5% | Reduced |
| EverSource Wealth Advisors, LLC | 3,256 | $268.6K | 0.02% | −431−11.7% | Reduced |
| Portside Wealth Group, LLC | 3,248 | $267.9K | 0.05% | +410+14.4% | Added |
| Panagora Asset Management Inc | 3,070 | $253.2K | 0.00% | −7−0.2% | Reduced |
| First Citizens Bank & Trust Co | 2,999 | $247.4K | 0.01% | +166+5.9% | Added |
| Trust Point Inc. | 2,977 | $245.5K | 0.02% | +23+0.8% | Added |
| Farther Finance Advisors, LLC | 2,966 | $244.6K | 0.01% | −795−21.1% | Reduced |
| Vident Advisory, LLC | 2,874 | $237.0K | 0.01% | +2,874 | New |
| Venturi Wealth Management, LLC | 2,851 | $235.2K | 0.01% | +1,185+71.1% | Added |
| Quadrant Capital Group LLC | 2,824 | $232.9K | 0.02% | +146+5.5% | Added |
| Tower Research Capital LLC (TRC) | 2,810 | $231.8K | 0.01% | −13,686−83.0% | Reduced |
| Menard Financial Group LLC | 2,805 | $231.4K | 0.15% | +266+10.5% | Added |
| MeadowBrook Investment Advisors LLC | 2,800 | $230.9K | 0.21% | −20−0.7% | Reduced |
| Davenport & Co LLC | 2,769 | $228.4K | 0.00% | +2,769 | New |
| Wedmont Private Capital | 2,589 | $225.5K | 0.01% | +75+3.0% | Added |
| Kestra Private Wealth Services, LLC | 2,721 | $224.4K | 0.00% | +2,721 | New |
| Integrated Wealth Concepts LLC | 2,710 | $223.5K | 0.00% | +133+5.2% | Added |
| Redwood Investments, LLC | 2,703 | $222.9K | 0.07% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 2,687 | $221.6K | 0.02% | +2,687 | New |
| L2 Asset Management, LLC | 2,649 | $218.5K | 0.06% | −32−1.2% | Reduced |
| Schechter Investment Advisors, LLC | 2,622 | $216.3K | 0.02% | −34−1.3% | Reduced |
| Assetmark, Inc | 2,582 | $213.0K | 0.00% | +137+5.6% | Added |
| Pine Valley Investments Ltd Liability Co | 2,574 | $212.3K | 0.01% | −84−3.2% | Reduced |
| Atria Wealth Solutions, Inc. | 2,534 | $209.0K | 0.00% | +59+2.4% | Added |
| Truvestments Capital LLC | 2,521 | $207.9K | 0.06% | −124−4.7% | Reduced |
| Axxcess Wealth Management, LLC | 2,514 | $207.4K | 0.01% | −63−2.4% | Reduced |
| Integrated Investment Consultants, LLC | 29,467 | $204.6K | 0.04% | +29,467 | New |
| Dark Forest Capital Management LP | 2,463 | $203.1K | 0.03% | +2,463 | New |
| SG Americas Securities, LLC | 2,382 | $196.0K | 0.00% | −2,134−47.3% | Reduced |
| Signaturefd, LLC | 2,278 | $187.9K | 0.00% | −58−2.5% | Reduced |
| National Bank of Canada | 2,209 | $182.2K | 0.00% | +1,241+128.2% | Added |
| Clearstead Advisors, LLC | 2,162 | $178.3K | 0.00% | −88−3.9% | Reduced |
| CWM, LLC | 2,114 | $174.0K | 0.00% | +251+13.5% | Added |
| Paradigm Asset Management Co LLC | 2,100 | $173.2K | 0.05% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,037 | $168.0K | 0.02% | +654+47.3% | Added |
| LRI Investments, LLC | 1,918 | $166.8K | 0.02% | −35−1.8% | Reduced |
| GAMMA Investing LLC | 1,993 | $164.4K | 0.02% | +355+21.7% | Added |
| Northwestern Mutual Wealth Management Co | 1,716 | $141.5K | 0.00% | +216+14.4% | Added |
| Natixis Investment Managers International | 1,716 | $141.5K | 0.01% | +326+23.5% | Added |
| Mather Group, LLC. | 1,711 | $141.2K | 0.00% | −544−24.1% | Reduced |
| Golden State Equity Partners | 1,652 | $136.2K | 0.02% | +1,652 | New |
| Fifth Third Bancorp | 1,504 | $124.0K | 0.00% | +43+2.9% | Added |
| Eagle Bay Advisors LLC | 1,479 | $122.0K | 0.05% | −106−6.7% | Reduced |
| Sound Income Strategies, LLC | 1,442 | $118.9K | 0.01% | 00.0% | Unchanged |