BBAI

Bigbear.ai Holdings Inc$2.92 7.01%
Information TechnologyUSCUSIP 08975B109· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
241
-14 QoQ
13F Value (tracked)
$598.2M
Insider Net · 180d
-$493K
0↑ 3↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)23 adding · 12 trimming
Insider net (180d)-$493K

Price & smart-money activity

$2.92 7.01%5Y -70.3%
$0.58$3.59$6.61$9.62$12.6320212022202320242025202663532426111478941278241281479945271125551862283743829344268692158
Hover for who · click for detailEnd-of-day closing prices52w $2.92 – $8.91

Who owns BBAI?

241 tracked 13F filers

241 tracked 13F filers disclose a position in BBAI as of the latest SEC 13F filings, a combined $598.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$126.6M
36.0M
+1.0%
Added · +358K sh
Q1 2026
2VANGUARD CAPITAL MANAGEMENT LLC
$67.8M
19.3M
First observed position
No prior filed position
Q1 2026
3GEODE CAPITAL MANAGEMENT, LLC
$37.3M
10.6M
+3.4%
Added · +346K sh
Q1 2026
4STATE STREET CORP
$37.0M
10.5M
+2.2%
Added · +224K sh
Q1 2026
5UBS Group AG
$35.8M
10.2M
−2.2%
Reduced · −226K sh
Q1 2026
6VANGUARD PORTFOLIO MANAGEMENT LLC
$35.0M
10.0M
First observed position
No prior filed position
Q1 2026
7VAN ECK ASSOCIATES CORP
Withheld
9.5M
+9.7%
Added · +841K sh
Q1 2026
8CITADEL ADVISORS LLC
$25.8M
7.3M
+4.8%
Added · +332K sh
Q1 2026
9MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
$22.1M
6.3M
+43%
Added · +1.9M sh
Q1 2026
10Marex Group plc
$18.8M
5.3M
−2.9%
Reduced · −161K sh
Q1 2026
11GOLDMAN SACHS GROUP INC
$13.7M
3.9M
−29%
Reduced · −1.6M sh
Q1 2026
12NORTHERN TRUST CORP
$13.1M
3.7M
+4.8%
Added · +171K sh
Q1 2026
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$12.7M
3.6M
−1.1%
Reduced · −40K sh
Q1 2026
14VANGUARD FIDUCIARY TRUST CO
$10.1M
2.9M
First observed position
No prior filed position
Q1 2026
15TUDOR INVESTMENT CORP ET AL
$8.6M
2.4M
+43%
Added · +730K sh
Q1 2026
16FIRST TRUST ADVISORS LP
$8.5M
2.4M
+18%
Added · +370K sh
Q1 2026
17MORGAN STANLEY
$6.6M
1.9M
−50%
Reduced · −1.8M sh
Q1 2026
18SUSQUEHANNA INTERNATIONAL GROUP, LLP
$6.2M
1.8M
19×
Added · +1.7M sh
Q1 2026
19Graham Capital Management, L.P.
$5.7M
1.6M
Added
Added · +1.6M sh
Q1 2026
20CANADA PENSION PLAN INVESTMENT BOARD
$5.0M
1.4M
~0%
Added · +10 sh
Q1 2026
21JPMORGAN CHASE & CO
$4.0M
1.3M
+22%
Added · +232K sh
Q1 2026
22Bank of New York Mellon Corp
$4.5M
1.3M
+0.5%
Added · +6K sh
Q1 2026
23DEUTSCHE BANK AG\
$4.4M
1.2M
−52%
Reduced · −1.4M sh
Q1 2026
24UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$4.3M
1.2M
−44%
Reduced · −975K sh
Q1 2026
25Vident Advisory, LLC
$3.9M
1.1M
New
+1.1M sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is BBAI being bought or sold by institutions?

Last quarter, 5 funds opened a new position in BBAI and 18 added to an existing one, while 12 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
5
funds
Added
18
funds
Reduced
12
funds
Exited
0
funds

Funds that own BBAI also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT110 funds$45.3B
BROADCOM INCAVGO109 funds$24.7B
META PLATFORMS INC-CLASS AMETA109 funds$20.7B
PALANTIR TECHNOLOGIES INC-APLTR109 funds$6.4B
NVIDIA CORPNVDA108 funds$69.4B
AMAZON.COM INCAMZN108 funds$33.7B
TESLA INCTSLA108 funds$13.5B
ELI LILLY & COLLY108 funds$11.6B
NETFLIX INCNFLX108 funds$6.7B
CHEVRON CORPCVX108 funds$5.8B
ORACLE CORPORCL108 funds$4.8B
APPLE INCAAPL107 funds$53.3B

Ranked by how many of BBAI's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$493K
3 insiders
Net
-$493K
4 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
May 22, 2026Ricker Sean RaymondChief Financial OfficerSell (S)10K$43K
May 8, 2026HAYES DOROTHY DDirectorSell (S)15K$62K
Mar 16, 2026Braden Pamela JoyceDirectorSell (S)80K$320K
Mar 6, 2026HAYES DOROTHY DDirectorSell (S)17K$68K
Dec 4, 2025Ricker Sean RaymondChief Financial OfficerSell (S)5K$35K
Nov 18, 2025HAYES DOROTHY DDirectorSell (S)22K$134K
Aug 27, 2025Ricker Sean RaymondChief Financial OfficerSell (S)12K$64K
Aug 26, 2025Ricker Sean RaymondChief Financial OfficerSell (S)2$11
Aug 14, 2025HAYES DOROTHY DDirectorSell (S)30K$175K
May 27, 2025Peffer JulieChief Financial OfficerSell (S)38K$169K
May 27, 2025Peffer JulieChief Financial OfficerSell (S)12K$52K
May 15, 2025HAYES DOROTHY DDirectorSell (S)26K$94K

Institutional ownership over time

239 funds+169 since Q3 2024
0127253Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $598.0M · 1 values withheld

Recent filings

15 shown

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Ask your agent what changed in BBAI

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BBAI/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BBAI.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BBAI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.