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 2024
Institutional positions in BJ's Wholesale Club Holdings, Inc. as of Dec 31, 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
- 567
- +54 vs. Q3 2024
- Shares held
- 136.7M
- +2.45M (+1.8%) vs. Q3 2024
- Total value
- $12.2B
- +$1.12B (+10.1%) vs. Q3 2024
- New holders
- 103
- 213 more added
- Sold out
- 49
- 190 more reduced
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding BJ's Wholesale Club Holdings, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Commerce Bank | 3,686 | $329.3K | 0.00% | −123−3.2% | Reduced |
| First Citizens Bank & Trust Co | 3,699 | $330.5K | 0.01% | +700+23.3% | Added |
| Petrus Trust Company, LTA | 3,833 | $342.5K | 0.03% | +1,146+42.6% | Added |
| Quantedge Capital Pte Ltd | 3,900 | $348.5K | 0.13% | −27,300−87.5% | Reduced |
| Portside Wealth Group, LLC | 3,900 | $348.5K | 0.06% | +652+20.1% | Added |
| 111 Capital | 3,936 | $351.7K | 0.07% | +3,936 | New |
| Diversify Advisory Services, LLC | 3,647 | $352.2K | 0.02% | −149−3.9% | Reduced |
| GAMMA Investing LLC | 3,953 | $353.2K | 0.03% | +1,960+98.3% | Added |
| CIBC Asset Management Inc | 4,123 | $368.4K | 0.00% | +217+5.6% | Added |
| Retirement Planning Co of New England, Inc. | 4,209 | $376.1K | 0.18% | −455−9.8% | Reduced |
| Principal Securities, Inc. | 4,210 | $376.2K | 0.01% | +910+27.6% | Added |
| Lombard Odier Asset Management (USA) Corp | 4,216 | $376.7K | 0.14% | +4,216 | New |
| Sagespring Wealth Partners, LLC | 4,295 | $383.8K | 0.01% | +4,295 | New |
| Advisory Services Network, LLC | 4,307 | $384.8K | 0.01% | +4,307 | New |
| Daiwa Securities Group Inc. | 4,320 | $386.0K | 0.00% | +480+12.5% | Added |
| QRG Capital Management, Inc. | 4,329 | $386.8K | 0.00% | +193+4.7% | Added |
| Trust Point Inc. | 4,460 | $398.5K | 0.03% | +1,483+49.8% | Added |
| J2 Capital Management Inc | 4,692 | $419.2K | 0.39% | +4,692 | New |
| Gotham Asset Management, LLC | 4,713 | $421.1K | 0.00% | −6,745−58.9% | Reduced |
| Wealth Alliance | 4,716 | $421.4K | 0.05% | −346−6.8% | Reduced |
| Vontobel Holding Ltd. | 4,721 | $421.8K | 0.00% | −20−0.4% | Reduced |
| Everpar Advisors LLC | 4,843 | $432.7K | 0.22% | +6+0.1% | Added |
| Brant Point Investment Management LLC | 5,000 | $446.8K | 0.11% | +5,000 | New |
| Shelton Capital Management | 5,008 | $447.5K | 0.01% | −211−4.0% | Reduced |
| Wealthcare Advisory Partners LLC | 5,033 | $449.7K | 0.01% | −20.0% | Reduced |
| KBC Group NV | 5,088 | $455.0K | 0.00% | +1,634+47.3% | Added |
| Bryce Point Capital, LLC | 5,180 | $462.8K | 0.13% | +5,180 | New |
| Tectonic Advisors LLC | 5,224 | $466.8K | 0.03% | +247+5.0% | Added |
| Cornerstone Investment Partners, LLC | 5,262 | $470.2K | 0.02% | +132+2.6% | Added |
| Impact Capital Partners LLC | 5,293 | $472.9K | 0.17% | +5,293 | New |
| Tyche Wealth Partners LLC | 5,296 | $473.2K | 0.10% | +844+19.0% | Added |
| Fulton Bank, N.A. | 5,441 | $486.2K | 0.02% | +769+16.5% | Added |
| Moors & Cabot, Inc. | 5,474 | $489.1K | 0.02% | +69+1.3% | Added |
| Legacy Wealth Asset Management, LLC | 5,492 | $490.7K | 0.13% | −1,197−17.9% | Reduced |
| Stevens Capital Management LP | 5,557 | $497.0K | 0.20% | +5,557 | New |
| Shell Asset Management Co | 5,617 | $502.0K | 0.02% | −7−0.1% | Reduced |
| Old National Bancorp | 5,627 | $502.8K | 0.01% | +189+3.5% | Added |
| GTS Securities LLC | 5,684 | $507.9K | 0.02% | +5,684 | New |
| Fifth Third Wealth Advisors LLC | 5,796 | $517.9K | 0.03% | +548+10.4% | Added |
| American Trust Investment Advisors, LLC | 5,815 | $519.6K | 0.21% | −10,349−64.0% | Reduced |
| 1832 Asset Management L.P. | 5,820 | $520.0K | 0.00% | +2,320+66.3% | Added |
| Cooper Financial Group | 5,876 | $525.0K | 0.06% | +637+12.2% | Added |
| Landscape Capital Management, L.L.C. | 5,939 | $530.6K | 0.06% | +5,939 | New |
| Kestra Advisory Services, LLC | 5,943 | $531.0K | 0.00% | −54−0.9% | Reduced |
| HighPoint Advisor Group LLC | 5,052 | $540.4K | 0.03% | −347−6.4% | Reduced |
| Cresset Asset Management, LLC | 6,085 | $543.7K | 0.00% | −9,492−60.9% | Reduced |
| Twinbeech Capital LP | 6,118 | $546.6K | 0.01% | +6,118 | New |
| ProShare Advisors LLC | 6,204 | $554.3K | 0.00% | +419+7.2% | Added |
| CWM, LLC | 6,236 | $557.0K | 0.00% | +4,122+195.0% | Added |
| Moody Lynn & Lieberson, LLC | 6,336 | $566.1K | 0.03% | +33+0.5% | Added |
| Silver Oak Securities, Inc | 6,363 | $570.1K | 0.05% | −10,977−63.3% | Reduced |
| Kestra Investment Management, LLC | 6,608 | $590.4K | 0.02% | +1,416+27.3% | Added |
| Isthmus Partners, LLC | 6,735 | $601.8K | 0.07% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 6,946 | $620.7K | 0.05% | −817−10.5% | Reduced |
| X-Square Capital, LLC | 6,979 | $624.0K | 0.26% | −510−6.8% | Reduced |
| Maryland State Retirement & Pension System | 7,042 | $629.2K | 0.01% | −493−6.5% | Reduced |
| Captrust Financial Advisors | 7,044 | $629.4K | 0.00% | +131+1.9% | Added |
| Lecap Asset Management Ltd | 7,061 | $630.9K | 0.17% | +7,061 | New |
| Utah Retirement Systems | 7,100 | $634.4K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 7,118 | $636.0K | 0.05% | −10,735−60.1% | Reduced |
| LVW Advisors, LLC | 7,164 | $640.1K | 0.08% | −182−2.5% | Reduced |
| Rafferty Asset Management, LLC | 7,189 | $642.3K | 0.00% | −1,135−13.6% | Reduced |
| Regions Financial Corp | 7,272 | $649.8K | 0.00% | −129−1.7% | Reduced |
| Financial Strategies Group, Inc. | 6,737 | $650.6K | 0.16% | +1,086+19.2% | Added |
| HSBC Holdings PLC | 7,373 | $659.1K | 0.00% | −645−8.0% | Reduced |
| Oak Harvest Investment Services | 7,500 | $670.1K | 0.09% | +7,500 | New |
| Mercer Global Advisors Inc | 7,582 | $677.5K | 0.00% | +959+14.5% | Added |
| Coldstream Capital Management Inc | 8,272 | $739.1K | 0.02% | −530−6.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 8,371 | $747.9K | 0.05% | +2,092+33.3% | Added |
| The PNC Financial Services Group, Inc. | 8,703 | $777.6K | 0.00% | +92+1.1% | Added |
| Oddo BHF Asset Management SAS | 8,749 | $781.7K | 0.04% | +98+1.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 8,840 | $789.9K | 0.00% | −243−2.7% | Reduced |
| Avantax Advisory Services, Inc. | 8,872 | $792.7K | 0.00% | −955−9.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,894 | $794.7K | 0.01% | +1,973+28.5% | Added |
| Tower Research Capital LLC (TRC) | 9,121 | $815.0K | 0.02% | +6,311+224.6% | Added |
| GWM Advisors LLC | 9,174 | $819.7K | 0.00% | +5,547+152.9% | Added |
| Paradigm Asset Management Co LLC | 9,200 | $822.0K | 0.23% | +7,100+338.1% | Added |
| ISAM Funds (UK) Ltd | 9,439 | $843.4K | 0.63% | +9,439 | New |
| Crossmark Global Holdings, Inc. | 9,495 | $849.0K | 0.02% | +20.0% | Added |
| GPS Wealth Strategies Group, LLC | 9,591 | $857.0K | 0.11% | −7,688−44.5% | Reduced |
| Sendero Wealth Management, LLC | 9,721 | $868.6K | 0.13% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 9,740 | $870.3K | 0.02% | +245+2.6% | Added |
| Pitcairn Co | 9,783 | $874.1K | 0.05% | +70+0.7% | Added |
| Yorktown Management & Research Co Inc | 10,000 | $893.5K | 0.86% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 10,023 | $895.6K | 0.03% | −296−2.9% | Reduced |
| Magnetar Financial LLC | 10,116 | $903.9K | 0.02% | +10,116 | New |
| Yarbrough Capital, LLC | 10,239 | $914.9K | 0.04% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 10,463 | $934.9K | 0.10% | 00.0% | Unchanged |
| FORA Capital, LLC | 10,473 | $935.8K | 0.11% | +10,473 | New |
| Hussman Strategic Advisors, Inc. | 10,500 | $938.2K | 0.28% | +10,500 | New |
| Quest Partners LLC | 10,520 | $940.0K | 0.12% | −293−2.7% | Reduced |
| Scientech Research LLC | 10,532 | $941.0K | 0.27% | +10,532 | New |
| Diversify Wealth Management, LLC | 9,761 | $942.6K | 0.07% | +3,207+48.9% | Added |
| Park Avenue Securities LLC | 10,647 | $951.0K | 0.01% | +2,477+30.3% | Added |
| Inspire Advisors, LLC | 11,004 | $983.2K | 0.12% | +1,977+21.9% | Added |
| Bleakley Financial Group, LLC | 11,110 | $992.6K | 0.03% | +157+1.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,130 | $994.4K | 0.00% | +5,442+95.7% | Added |
| JSF Financial, LLC | 11,216 | $1.00M | 0.27% | +490+4.6% | Added |
| Alliance Wealth Advisors, LLC | 11,309 | $1.01M | 0.26% | +640+6.0% | Added |
| Entropy Technologies, LP | 11,357 | $1.01M | 0.10% | +11,357 | New |