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 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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 2,704 | $242.2K | 0.00% | −1,405−34.2% | Reduced |
| Redwood Investments, LLC | 2,703 | $241.5K | 0.06% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 2,668 | $238.3K | 0.05% | +19+0.7% | Added |
| Ellevest, Inc. | 2,599 | $232.2K | 0.01% | +2,599 | New |
| Northwestern Mutual Wealth Management Co | 2,580 | $230.5K | 0.00% | +864+50.3% | Added |
| Whittier Trust Co | 2,530 | $226.0K | 0.00% | −947−27.2% | Reduced |
| Truvestments Capital LLC | 2,521 | $225.3K | 0.06% | 00.0% | Unchanged |
| Shay Capital LLC | 2,500 | $223.4K | 0.05% | +2,500 | New |
| Navellier & Associates Inc | 2,496 | $223.0K | 0.03% | +2,496 | New |
| Axxcess Wealth Management, LLC | 2,484 | $221.9K | 0.01% | −30−1.2% | Reduced |
| Florida Financial Advisors, LLC | 2,484 | $221.9K | 0.10% | +2,484 | New |
| HB Wealth Management, LLC | 2,475 | $221.2K | 0.00% | +2,475 | New |
| Significant Wealth Partners LLC | 2,470 | $220.7K | 0.11% | +2,470 | New |
| Signaturefd, LLC | 2,445 | $218.4K | 0.00% | +167+7.3% | Added |
| Atria Wealth Solutions, Inc. | 2,423 | $216.5K | 0.00% | −111−4.4% | Reduced |
| Advisor OS, LLC | 2,407 | $215.1K | 0.02% | −1,367−36.2% | Reduced |
| Greenleaf Trust | 2,349 | $209.9K | 0.00% | +2,349 | New |
| MeadowBrook Investment Advisors LLC | 2,325 | $207.7K | 0.18% | −475−17.0% | Reduced |
| Bingham Private Wealth, LLC | 2,309 | $206.3K | 0.22% | +2,309 | New |
| Opal Wealth Advisors, LLC | 2,307 | $206.1K | 0.06% | +2,307 | New |
| Golden State Equity Partners | 2,297 | $205.2K | 0.04% | +645+39.0% | Added |
| Morris Financial Concepts, Inc. | 2,282 | $203.9K | 0.09% | +2,282 | New |
| National Asset Management, Inc. | 2,273 | $203.1K | 0.01% | −1,248−35.4% | Reduced |
| Stephens Inc | 2,268 | $202.6K | 0.00% | +2,268 | New |
| Claret Asset Management Corp | 2,245 | $201.0K | 0.03% | +2,245 | New |
| Clearstead Advisors, LLC | 2,135 | $190.8K | 0.00% | −27−1.2% | Reduced |
| Ostrum Asset Management | 2,131 | $190.4K | 0.02% | +1,263+145.5% | Added |
| Anchor Investment Management, LLC | 2,037 | $182.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 1,885 | $168.5K | 0.00% | −697−27.0% | Reduced |
| Mather Group, LLC. | 1,781 | $159.2K | 0.00% | +70+4.1% | Added |
| Natixis Investment Managers International | 1,716 | $153.3K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,691 | $151.1K | 0.01% | −227−11.8% | Reduced |
| Centaurus Financial, Inc. | 1,654 | $148.0K | 0.01% | +1,654 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,629 | $145.6K | 0.09% | +1,629 | New |
| J.Safra Asset Management Corp | 1,495 | $134.0K | 0.01% | +609+68.7% | Added |
| Parallel Advisors, LLC | 1,496 | $133.7K | 0.00% | +432+40.6% | Added |
| Sound Income Strategies, LLC | 1,442 | $128.8K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,344 | $120.1K | 0.00% | −160−10.6% | Reduced |
| Nomura Asset Management Co Ltd | 1,330 | $118.8K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,329 | $118.7K | 0.00% | +540+68.4% | Added |
| Smartleaf Asset Management LLC | 1,257 | $112.6K | 0.01% | +324+34.7% | Added |
| Proequities, Inc. | 1,145 | $109.0K | 0.01% | +272+31.2% | Added |
| Eagle Bay Advisors LLC | 1,214 | $108.5K | 0.07% | −265−17.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,169 | $104.4K | 0.00% | −36−3.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,168 | $104.4K | 0.00% | +703+151.2% | Added |
| Aster Capital Management (DIFC) Ltd | 1,140 | $101.9K | 0.04% | +1,009+770.2% | Added |
| Financial Management Professionals, Inc. | 1,093 | $97.7K | 0.01% | −6−0.5% | Reduced |
| Nisa Investment Advisors, LLC | 1,055 | $94.3K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,005 | $89.8K | 0.09% | +1,005 | New |
| TD Waterhouse Canada Inc. | 784 | $70.0K | 0.00% | +776+9,700.0% | Added |
| State of Wyoming | 767 | $68.5K | 0.01% | +767 | New |
| HHM Wealth Advisors, LLC | 753 | $67.3K | 0.01% | +3+0.4% | Added |
| Ridgewood Investments LLC | 751 | $67.1K | 0.03% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 748 | $66.0K | 0.00% | +748 | New |
| CIBC Private Wealth Group, LLC | 699 | $64.7K | 0.00% | −13−1.8% | Reduced |
| Hantz Financial Services, Inc. | 721 | $64.0K | 0.00% | −214−22.9% | Reduced |
| Massmutual Trust Co FSB | 691 | $61.7K | 0.00% | +10+1.5% | Added |
| Allworth Financial LP | 632 | $60.1K | 0.00% | +61+10.7% | Added |
| Bryn Mawr Trust Co | 672 | $60.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 631 | $56.4K | 0.00% | −118−15.8% | Reduced |
| Umb Bank N A | 624 | $55.8K | 0.00% | +253+68.2% | Added |
| Ronald Blue Trust, Inc. | 609 | $54.4K | 0.00% | −254−29.4% | Reduced |
| Global Retirement Partners, LLC | 546 | $48.8K | 0.00% | +31+6.0% | Added |
| Tortoise Investment Management, LLC | 529 | $47.3K | 0.00% | +233+78.7% | Added |
| First Horizon Advisors, Inc. | 527 | $47.1K | 0.00% | −91−14.7% | Reduced |
| Brown Brothers Harriman & Co | 527 | $47.1K | 0.00% | +457+652.9% | Added |
| Lindbrook Capital, LLC | 503 | $44.9K | 0.00% | +9+1.8% | Added |
| Grove Bank & Trust | 500 | $44.7K | 0.01% | −500−50.0% | Reduced |
| Hexagon Capital Partners LLC | 464 | $41.5K | 0.01% | +332+251.5% | Added |
| Private Trust Co NA | 462 | $41.3K | 0.00% | −42−8.3% | Reduced |
| City State Bank | 450 | $40.2K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 443 | $39.6K | 0.00% | −18−3.9% | Reduced |
| IFP Advisors, Inc | 418 | $37.4K | 0.00% | +73+21.2% | Added |
| Huntington National Bank | 417 | $37.3K | 0.00% | +65+18.5% | Added |
| Ci Investments Inc. | 418 | $37.0K | 0.00% | +77+22.6% | Added |
| Parkside Financial Bank & Trust | 382 | $34.1K | 0.00% | −8−2.1% | Reduced |
| SJS Investment Consulting Inc. | 367 | $32.8K | 0.01% | −2−0.5% | Reduced |
| Richards, Merrill & Peterson, Inc. | 365 | $32.6K | 0.02% | +365 | New |
| Rise Advisors, LLC | 340 | $30.4K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 300 | $26.8K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 300 | $26.8K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 293 | $26.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 288 | $26.0K | 0.02% | +115+66.5% | Added |
| Raleigh Capital Management Inc. | 274 | $24.5K | 0.01% | −3−1.1% | Reduced |
| Murphy & Mullick Capital Management Corp | 265 | $23.7K | 0.02% | +265 | New |
| Versant Capital Management, Inc | 264 | $23.6K | 0.01% | +102+63.0% | Added |
| True Wealth Design, LLC | 261 | $23.3K | 0.01% | +215+467.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 258 | $23.1K | 0.01% | −33−11.3% | Reduced |
| Colonial Trust Co | 255 | $22.8K | 0.00% | +215+537.5% | Added |
| Riverview Trust Co | 253 | $22.6K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 247 | $22.1K | 0.00% | −15−5.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 249 | $21.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 220 | $19.7K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 200 | $17.9K | 0.02% | +200 | New |
| Central Pacific Bank - Trust Division | 199 | $17.8K | 0.00% | +199 | New |
| SOA Wealth Advisors, LLC. | 187 | $16.7K | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 141 | $14.0K | 0.01% | +141 | New |
| Newbridge Financial Services Group, Inc. | 150 | $13.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 144 | $12.9K | 0.00% | +5+3.6% | Added |
| CoreCap Advisors, LLC | 141 | $12.6K | 0.00% | +32+29.4% | Added |