Among active 13F managers last quarter, 6 opened and 24 added, while 11 reduced; the largest holder to move was Citadel Advisors LLC (−27%). Over the last 180 days, 3 insiders sold and none bought, a net -$425K in open-market trades.
The legs disagree, or only one of them leans.
304 tracked 13F filers disclose a position in BBAI as of the latest SEC 13F filings, a combined $616.2M 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 36.0M | $126.6M | ▲+1.0% Added · +358K sh | Q1 2026 | |
| 2 | Vanguard Capital Management LLC | 19.3M | $67.8M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 3 | Geode Capital Management, LLC | 12.4M | $45.5M | ▲+17% Added · +1.8M sh | Q2 2026 | |
| 4 | State Street Corp | 12.2M | $44.7M | ▲+16% Added · +1.7M sh | Q2 2026 | |
| 5 | UBS Group AG | 10.2M | $35.8M | ▼−2.2% Reduced · −226K sh | Q1 2026 | |
| 6 | Vanguard Portfolio Management LLC | 10.0M | $35.0M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 7 | Van Eck Associates Corp | 9.5M | Withheld | ▲+9.7% Added · +841K sh | Q1 2026 | |
| 8 | Mirae Asset Global Etfs Holdings Ltd. | 6.3M | $22.1M | ▲+43% Added · +1.9M sh | Q1 2026 | |
| 9 | Citadel Advisors LLC | 5.4M | $19.7M | ▼−27% Reduced · −1.9M sh | Q2 2026 | |
| 10 | Marex Group Ltd | 5.3M | $18.8M | ▼−2.9% Reduced · −161K sh | Q1 2026 | |
| 11 | Goldman Sachs Group Inc | 3.9M | $13.7M | ▼−29% Reduced · −1.6M sh | Q1 2026 | |
| 12 | Northern Trust Corp | 3.7M | $13.1M | ▲+4.8% Added · +171K sh | Q1 2026 | |
| 13 | Charles Schwab Investment Management Inc | 3.6M | $12.7M | ▼−1.1% Reduced · −40K sh | Q1 2026 | |
| 14 | Vanguard Fiduciary Trust Co | 2.9M | $10.1M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 15 | Tudor Investment Corp Et Al | 2.4M | $8.6M | ▲+43% Added · +730K sh | Q1 2026 | |
| 16 | First Trust Advisors LP | 2.4M | $8.5M | ▲+18% Added · +370K sh | Q1 2026 | |
| 17 | Morgan Stanley | 1.9M | $6.6M | ▼−50% Reduced · −1.8M sh | Q1 2026 | |
| 18 | Susquehanna International Group, LLP | 1.8M | $6.2M | ▲19× Added · +1.7M sh | Q1 2026 | |
| 19 | Graham Capital Management, L.P. | 1.6M | $5.7M | ▲Added Added · +1.6M sh | Q1 2026 | |
| 20 | Canada Pension Plan Investment Board | 1.4M | $5.0M | ▲~0% Added · +10 sh | Q1 2026 | |
| 21 | JPMorgan Chase & Co | 1.3M | $4.0M | ▲+22% Added · +232K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | 1.3M | $4.5M | ▲+0.5% Added · +6K sh | Q1 2026 | |
| 23 | Deutsche Bank AG | 1.2M | $4.4M | ▼−52% Reduced · −1.4M sh | Q1 2026 | |
| 24 | UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 1.2M | $4.3M | ▼−44% Reduced · −975K sh | Q1 2026 | |
| 25 | Nuveen, LLC | 1.0M | $3.7M | ▼−50% Reduced · −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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 6 funds opened a new position in BBAI and 24 added to an existing one, while 11 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Amazon.com IncAMZN | 161 funds | $144.1B |
| Nvidia CorpNVDA | 160 funds | $286.2B |
| Microsoft CorpMSFT | 159 funds | $194.6B |
| Meta Platforms Inc-Class AMETA | 158 funds | $81.9B |
| Tesla IncTSLA | 157 funds | $50.8B |
| Advanced Micro DevicesAMD | 157 funds | $26.7B |
| Apple IncAAPL | 156 funds | $216.3B |
| Alphabet Inc-CL AGOOGL | 156 funds | $111.2B |
| Alphabet Inc-CL CGOOG | 156 funds | $93.6B |
| Costco Wholesale CorpCOST | 155 funds | $26.5B |
| Berkshire Hathaway Inc-CL BBRK/B | 153 funds | $28.6B |
| Palantir Technologies Inc-APLTR | 153 funds | $16.2B |
Ranked by how many of BBAI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BBAI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 22, 2026 | Ricker Sean Raymond | Chief Financial Officer | Sell (S) | 10K | $43K |
| May 8, 2026 | Hayes Dorothy D | Director | Sell (S) | 15K | $62K |
| Mar 16, 2026 | Braden Pamela Joyce | Director | Sell (S) | 80K | $320K |
| Mar 6, 2026 | Hayes Dorothy D | Director | Sell (S) | 17K | $68K |
| Dec 4, 2025 | Ricker Sean Raymond | Chief Financial Officer | Sell (S) | 5K | $35K |
| Nov 18, 2025 | Hayes Dorothy D | Director | Sell (S) | 22K | $134K |
| Aug 27, 2025 | Ricker Sean Raymond | Chief Financial Officer | Sell (S) | 12K | $64K |
| Aug 26, 2025 | Ricker Sean Raymond | Chief Financial Officer | Sell (S) | 2 | $11 |
| Aug 14, 2025 | Hayes Dorothy D | Director | Sell (S) | 30K | $175K |
| May 27, 2025 | Peffer Julie | Chief Financial Officer | Sell (S) 2 lots, same day | 50K | $220K |
| May 15, 2025 | Hayes Dorothy D | Director | Sell (S) | 26K | $94K |
| May 13, 2025 | Peffer Julie | Chief Financial Officer | Sell (S) 2 lots, same day | 46K | $160K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 49 | 34 | – |
Insiders Form 4 open-market | 0 | 3 | -$425K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
No filings captured for this ticker in the live stream yet.
Connected entities for 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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BBAI/capital-change-brief"
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 + the live filing stream, joined for BBAI. Filings are public domain, sourced to SEC EDGAR.