Bj's Wholesale Club Holdings (BJ) — Institutional Investor Activity (Q2 2026)

BJ ranks #871 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

642 institutions disclose a position in BJ, but none treat it as a major bet — even River Road Asset Management, LLC, its most concentrated holder, allocates just 3.3% of its own portfolio to it.

Avity Investment Management Inc. has added to its BJ position for two straight quarters, increasing it by $3.6M to reach $11.7M today.

Bell Asset Management Ltd has trimmed its BJ position for two straight quarters, cutting it by $1.4M while still holding $2.0M.

BJ is down 0.3% today, but institutions show net buying of $1.5B this quarter — a divergence between today's price move and the underlying institutional flow.

BJ posted net income of $594.5M over the trailing twelve months, and currently trades at a P/E of 22.9.

• Profitable — net income of $594.5M over the trailing twelve months
• Revenue grew 10.0% year over year
• Net income improved year over year, from $573.2M to $594.5M
• Generated $1.0B in positive operating cash flow
• Current ratio of 0.75x — below the conventional 1.5x liquidity buffer
• Liabilities run 2.42x equity — a highly leveraged balance sheet worth noting