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$46.77 +0.20 (+0.43%) At close · Aug 14

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 181
Total Value: $5,807,700,455
Total Shares: 110,161,240

Institutional Ownership Trend

7 quarters

Superinvestors Holding BAI

All superinvestors →
Joel Greenblatt $1,839,822

Holder Concentration

Across 181 13F filers · Δ vs Mar 31, 2026
Top Holder
14.5%
Dec 2024 → Jun 2026 · range 14.5% – 82.3%
−6.9 pts
Top 5
51.0%
Dec 2024 → Jun 2026 · range 45.4% – 99.6%
+5.0 pts
Top 10
69.1%
Dec 2024 → Jun 2026 · range 56.6% – 100.0%
+11.1 pts
HHI
666
Dec 2024 → Jun 2026 · range 666 – 6,893
Broadly held−14

Quarterly Activity

vs Mar 31, 2026
New
50
Increased
53
Decreased
72
Sold Out
405
Unchanged
6
Holder count: -355
Institutional value: -43.4%
Shares held: -64.7%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Mega RAYMOND JAMES FINANCIAL INC +1,511,163 5,183,823
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO +1,494,611 4,331,839
Large Focus Partners Wealth +1,483,086 1,516,660
Mega MORGAN STANLEY +1,106,356 10,200,979
Mega JANE STREET GROUP, LLC +928,607 1,320,642

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Mid Dynasty Wealth Management, LLC −5,500,264 14,150,853
Mega JPMORGAN CHASE & CO −4,437,430 15,932,165
Large Mariner, LLC −397,759 154,143
Mid Foundations Investment Advisors, LLC −263,871 2,163,848
Large Sanctuary Advisors, LLC −252,333 1,353,121

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Mid OLD MISSION CAPITAL LLC 2,406,212 $126,855,496
Large MARSHALL WACE, LLP 288,998 $15,235,973
Micro Steelhead Wealth Management LLC 164,474 $8,671,069
Mid MONETA GROUP INVESTMENT ADVISORS LLC 110,614 $5,831,570
Mega TWO SIGMA INVESTMENTS, LP 93,000 $4,902,960

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Mega ENVESTNET ASSET MANAGEMENT INC 66,537,668 $2,192,416,160
Mega LPL Financial LLC 27,365,121 $901,680,736
Mid OpenArc Corporate Advisory, LLC 7,930,885 $261,322,660
Mid SAGESPRING WEALTH PARTNERS, LLC 7,445,617 $245,333,080
Mid PARK AVENUE SECURITIES LLC 6,238,515 $205,559,069
Filter: New 50 Increased 53 Reduced 72 Sold out 405 Unchanged 6
Showing 100 of 182
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
JPMORGAN CHASE & CO $839,943,737 14.46% 15,932,165
Dynasty Wealth Management, LLC $746,032,970 12.85% 14,150,853
MORGAN STANLEY $537,795,612 9.26% 10,200,979
AMERIPRISE FINANCIAL INC $485,732,924 8.36% 9,213,447
BANK OF AMERICA CORP /DE/ $351,134,020 6.05% 6,660,357
RAYMOND JAMES FINANCIAL INC $273,291,148 4.71% 5,183,823
Cetera Investment Advisers $269,716,679 4.64% 5,116,022
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $228,374,552 3.93% 4,331,839
NewEdge Advisors, LLC $154,722,181 2.66% 2,934,791
OLD MISSION CAPITAL LLC $126,855,496 2.18% 2,406,212
Foundations Investment Advisors, LLC $114,078,065 1.96% 2,163,848
UBS Group AG $101,347,662 1.75% 1,922,376
ROYAL BANK OF CANADA $98,131,108 1.69% 1,861,364
OSAIC HOLDINGS, INC. $91,457,494 1.57% 1,734,778
Focus Partners Wealth $79,958,315 1.38% 1,516,660
STIFEL FINANCIAL CORP $79,195,139 1.36% 1,502,184
Destination Wealth Management $77,234,589 1.33% 1,464,996
Thrivent Financial for Lutherans $73,451,032 1.26% 1,393,229
Sanctuary Advisors, LLC $71,336,539 1.23% 1,353,121
Integrated Wealth Concepts LLC $70,617,491 1.22% 1,339,482
JANE STREET GROUP, LLC $69,624,246 1.20% 1,320,642
Vise Technologies, Inc. $45,875,889 0.79% 870,180
IHT Wealth Management, LLC $37,969,998 0.65% 720,220
Cerity Partners LLC $37,350,274 0.64% 708,465
Prosperity Consulting Group, LLC $35,723,651 0.62% 677,611
CreativeOne Wealth, LLC $32,963,337 0.57% 625,253
Vestmark Advisory Solutions, Inc. $32,923,322 0.57% 624,494
Steward Partners Investment Advisory, LLC $25,469,717 0.44% 483,113
&PARTNERS $24,270,600 0.42% 460,368
Stratos Wealth Partners, LTD. $23,486,970 0.40% 445,504
Trek Financial, LLC $21,385,604 0.37% 405,645
Perennial Investment Advisors, LLC $20,972,912 0.36% 397,817
Orion Porfolio Solutions, LLC $19,194,350 0.33% 364,081
Modern Wealth Management, LLC $18,750,077 0.32% 355,654
CAHILL FINANCIAL ADVISORS INC $18,007,043 0.31% 341,560
WEALTH ALLIANCE, LLC $16,249,569 0.28% 308,224
NorthRock Partners, LLC $15,663,322 0.27% 297,104
MARSHALL WACE, LLP $15,235,973 0.26% 288,998
Baird Financial Group, Inc. $15,215,519 0.26% 288,610
Advisory Services Network, LLC $14,865,563 0.26% 281,972
JONES FINANCIAL COMPANIES LLLP $14,264,028 0.25% 270,562
MCMORGAN & CO LLC $14,162,911 0.24% 268,644
Ancora Advisors LLC $13,725,810 0.24% 260,353
Kilter Group LLC $11,976,402 0.21% 227,170
World Investment Advisors $11,044,681 0.19% 209,497
Rothschild Wealth LLC $10,724,038 0.18% 203,415
Stokes Family Office, LLC $10,423,271 0.18% 197,710
Regal Investment Advisors LLC $10,419,738 0.18% 197,643
Summit Financial, LLC $10,279,398 0.18% 194,981
Frisch Financial Group, Inc. $9,903,346 0.17% 187,848
Rockefeller Capital Management L.P. $9,850,415 0.17% 186,844
Synergy Investment Management, LLC $9,784,198 0.17% 185,588
Mutual Advisors, LLC $9,266,225 0.16% 175,763
Vertex Planning Partners, LLC $9,018,283 0.16% 171,060
JT Stratford LLC $8,847,417 0.15% 167,819
Steelhead Wealth Management LLC $8,671,069 0.15% 164,474
Strategies Wealth Advisors, LLC $8,339,460 0.14% 158,184
Snowden Capital Advisors LLC $8,333,344 0.14% 158,068
Invst, LLC $8,242,086 0.14% 156,337
Mariner, LLC $8,126,418 0.14% 154,143
WealthShield Partners, LLC $7,335,988 0.13% 139,150
ELEVATION POINT WEALTH PARTNERS, LLC $7,320,172 0.13% 138,850
TWIN PEAKS WEALTH ADVISORS, LLC $7,123,104 0.12% 135,112
Western Wealth Management, LLC $6,949,023 0.12% 131,810
Keebeck Wealth Management $6,868,836 0.12% 130,289
ENDEAVOR PRIVATE WEALTH, INC. $6,610,454 0.11% 125,388
Ameritas Advisory Services, LLC $6,399,311 0.11% 121,383
VestGen Advisors, LLC $6,009,921 0.10% 113,997
MONETA GROUP INVESTMENT ADVISORS LLC $5,831,570 0.10% 110,614
WCG Wealth Advisors LLC $5,497,325 0.09% 104,274
M1 Capital Management LLC $5,307,269 0.09% 100,669
Advyzon Investment Management, LLC $5,161,287 0.09% 97,900
TWO SIGMA INVESTMENTS, LP $4,902,960 0.08% 93,000
MERCER GLOBAL ADVISORS INC /ADV $4,879,025 0.08% 92,546
HARBOUR INVESTMENTS, INC. $4,503,606 0.08% 85,425
Tradition Wealth Management, LLC $4,347,554 0.07% 82,465
Financial Engines Advisors L.L.C. $3,755,245 0.06% 71,230
PANORAMIC INVESTMENT ADVISORS, LLC $3,622,496 0.06% 68,712
Family Manage LLC $3,213,969 0.06% 60,963
Hopwood Nicholas Hunter $3,148,807 0.05% 59,727
Van Hulzen Asset Management, LLC $2,829,429 0.05% 53,669
INSIGNEO ADVISORY SERVICES, LLC $2,675,434 0.05% 50,748
IFG Advisory, LLC $2,668,844 0.05% 50,623
Davis Wealth Advisors, LLC $2,525,498 0.04% 47,904
MARK SHEPTOFF FINANCIAL PLANNING, LLC $2,495,712 0.04% 47,339
AQR CAPITAL MANAGEMENT LLC $2,371,187 0.04% 44,977
LifePlan Investment Advisors, Inc. $2,264,271 0.04% 42,949
US BANCORP \DE\ $2,173,856 0.04% 41,234
LEIGH BALDWIN & CO., LLC $2,093,458 0.04% 39,709
LaSalle St. Investment Advisors, LLC $2,068,943 0.04% 39,244
Vantage Point Financial LLC $2,047,855 0.04% 38,844
NATIXIS ADVISORS, LLC $2,017,014 0.03% 38,259
Sanchez Gaunt Capital Management, LLC $1,910,467 0.03% 36,238
Gotham Asset Management, LLC $1,839,822 0.03% 34,898
Smartleaf Asset Management LLC $1,801,653 0.03% 34,174
Creative Planning $1,784,519 0.03% 33,849
EP Wealth Advisors, LLC $1,769,652 0.03% 33,567
J.M. Arbour, LLC $1,765,065 0.03% 33,480
BlackDiamond Wealth Management, LLC $1,723,100 0.03% 32,684
TritonPoint Partners, LLC $1,541,638 0.03% 29,242
Key facts CIK 1761055 CUSIP 09290C780 13F (30d) 184 filings 182 filers

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