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View all 638 holding institutions

Across its top 20 institutional holders, BJ's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 31/100).

Notable Holders

BJ ranks #874 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

638 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.

Cliff Asness has added to its BJ position for two straight quarters, increasing it by $207.1M to reach $228.2M today.

Victory Capital Management Inc has trimmed its BJ position for two straight quarters, cutting it by $337.3M while still holding $826.8M.

BJ is up 1.4% today, and institutions have been net buyers of $1.5B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

Company Fundamentals

BJ posted net income of $594.5M over the trailing twelve months, and currently trades at a P/E of 20.6.

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

Price Chart

BJ Quarterly 13F Institutional Trade Shifts

Recent Activity

+$1.9B

Total Buy Value

$1.5B

Total Sell Value

New buy99

Trim234

Add229

Sold out85

328

Net Buyers

319

Net Sellers

Top Movers

Q2 2026

Top 5 Institutional Movers

Victory Capital Management

-$280.8M

Trim

Aqr Capital Management

+$181.9M

Add

Vanguard GroupAggregated

-$166.6M

Trim

Citadel Advisors

-$139.7M

Trim

California State Teachers Retirement System

+$135.5M

Add

Data by AlphaSMO • Not financial advice.

Note: Data on this page is curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, dedicated to providing accurate insider trading and institutional portfolio reports. Please credit the source when reposting.

Smart Money Convergence

BJ does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Recent BJ Insider Buying & Selling Activity (Form 4)

Congress Trading (STOCK Act)

Form 144 Pre-Sale Notices

Filings (90d)

$29.96M

Total Est. Value

305K shares

Planned Shares

Last Filed 2026-08-25

Filer	Title/Relationship	Filing Date	Planned Shares	Est. Value
Joseph McGrail	Officer	2026-08-25	2K shares	$145K
Robert Eddy	CEO	2026-07-29	263K shares	$26.25M
Robert Eddy	CEO	2026-07-15	24K shares	$2.04M
Schmadeke Scott	Officer	2026-06-10	17K shares	$1.52M

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

Active 5%+ Holders

Data as of 2026-08-06

Reporting Person	Type	Filing Date	Shares	% of Class
FMR LLC	13G/A	2026-08-06	9.77M	7.7%
Franklin Resources, Inc.	13G/A	2026-07-28	8.35M	6.5%
Victory Capital Management, Inc.	13G/A	2026-07-24	5.71M	4.5%
Victory Capital Management, Inc.	13G/A	2026-07-23	11.88M	9.2%

View all Schedule 13D/13G filings

Material Events (8-K)

Filings (14d)

Data as of 2026-08-21

2026-08-21

BJ's Wholesale Club Holdings put out an 8-K on August 21, 2026 announcing its second-quarter earnings release for fiscal 2026, covering the thirteen weeks ended August 1, 2026 along with first-half results. The full press release is attached as Exhibit 99.1, but the filing itself doesn't spell out any revenue or profit figures. The filing also checks off Items 5.02 and 9.01, though the excerpt provided contains no specifics about any executive or board changes.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

05550J101

FAQ

Who are the top institutional investors holding BJ'S WHOLESALE CLUB HOLDINGS (BJ)?

Major stakeholders currently include BlackRock, Inc. ($1.1B), FMR LLC ($854.6M), Victory Capital Management Inc ($826.8M). Based on the latest 13F filings, there are a total of 638 tracked investment funds and institutions maintaining positions in BJ.

What is the overall institutional sentiment toward BJ recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $1.5B, driven by 328 managers accumulating shares while 319 reduced their exposure.

Which institutions have been selling or reducing their BJ positions?

In the latest period, 234 funds trimmed their holdings, and 85 managers completely exited their positions. The aggregate reported sell value was $1.5B.

Are there any notable investors adding BJ to their portfolios?

Yes, buying activity remains notable. 99 institutions opened new positions in {ticker}, and 229 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.9B.

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Developer Access

Access BJ's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/BJ

CLI

npx alphasmo stocks get BJ

Full API & MCP documentation →

Filer

Filing Date

Est. Value

Joseph McGrail

2026-08-25

$145K

Robert Eddy

2026-07-29

$26.25M

Robert Eddy

2026-07-15

$2.04M

Schmadeke Scott

2026-06-10

$1.52M

Reporting Person

Type

Filing Date

% of Class

FMR LLC

13G/A

2026-08-06

7.7%

Franklin Resources, Inc.

13G/A

2026-07-28

6.5%

Victory Capital Management, Inc.

13G/A

2026-07-24

4.5%

Victory Capital Management, Inc.

13G/A

2026-07-23

9.2%