Among active 13F managers last quarter, 5 opened and 34 added, while 18 reduced; the largest holder to move was AllianceBernstein L.P. (+3.9%). Over the last 180 days, 2 insiders sold and none bought, a net -$666K in open-market trades.
The legs disagree, or only one of them leans.
292 tracked 13F filers disclose a position in BCC as of the latest SEC 13F filings, a combined $2.3B 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. | 6.0M | $463.7M | ▼−3.7% Reduced · −229K sh | Q2 2026 | |
| 2 | Dimensional Fund Advisors LP | 2.3M | $176.4M | ▲+2.0% Added · +47K sh | Q1 2026 | |
| 3 | Vanguard Portfolio Management LLC | 2.2M | $170.9M | ▼−0.6% Reduced · −12K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 1.6M | $123.5M | ▼−1.3% Reduced · −21K sh | Q2 2026 | |
| 5 | State Street Corp | 1.5M | $116.2M | ▲+2.8% Added · +41K sh | Q2 2026 | |
| 6 | AllianceBernstein L.P. | 1.3M | $98.7M | ▲+3.9% Added · +50K sh | Q1 2026 | |
| 7 | Geode Capital Management, LLC | 925K | $71.8M | ▲+1.7% Added · +16K sh | Q2 2026 | |
| 8 | American Century Companies Inc | 920K | $69.8M | ▲+0.5% Added · +5K sh | Q1 2026 | |
| 9 | Third Avenue Management LLC | 602K | $46.7M | ▲+7.1% Added · +40K sh | Q2 2026 | |
| 10 | Jacobs Levy Equity Management, Inc | 573K | $44.5M | ▲+29% Added · +130K sh | Q2 2026 | |
| 11 | Norges Bank | 573K | $42.1M | ▲+25% Added · +114K sh | Q4 2025 | |
| 12 | Morgan Stanley | 550K | $41.8M | ▼−4.0% Reduced · −23K sh | Q1 2026 | |
| 13 | Charles Schwab Investment Management Inc | 509K | $38.6M | ▲+0.4% Added · +2K sh | Q1 2026 | |
| 14 | Goldman Sachs Group Inc | 485K | $36.8M | ▲+57% Added · +176K sh | Q1 2026 | |
| 15 | Northern Trust Corp | 412K | $31.3M | ▼−1.7% Reduced · −7K sh | Q1 2026 | |
| 16 | Bank Of America Corp | 401K | $30.4M | ▼−2.7% Reduced · −11K sh | Q1 2026 | |
| 17 | Two Sigma Investments, LP | 356K | $27.0M | ▲+19% Added · +58K sh | Q1 2026 | |
| 18 | Qube Research & Technologies Ltd | 323K | $24.5M | ▲+2.1% Added · +7K sh | Q1 2026 | |
| 19 | Verition Fund Management LLC | 316K | $24.5M | ▼−23% Reduced · −94K sh | Q2 2026 | |
| 20 | Nuveen, LLC | 282K | $21.4M | ▲+48% Added · +92K sh | Q1 2026 | |
| 21 | D. E. Shaw & Co., Inc. | 251K | $19.0M | ▼−31% Reduced · −111K sh | Q1 2026 | |
| 22 | Renaissance Technologies LLC | 241K | $18.2M | ▼−15% Reduced · −42K sh | Q1 2026 | |
| 23 | Bank of New York Mellon Corp | 239K | $18.1M | ▼−5.1% Reduced · −13K sh | Q1 2026 | |
| 24 | Squarepoint Ops LLC | 235K | $17.8M | ▲+75% Added · +101K sh | Q1 2026 | |
| 25 | Vanguard Fiduciary Trust Co | 235K | $18.2M | ▼−2.1% Reduced · −5K sh | Q2 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.
Last quarter, 5 funds opened a new position in BCC and 34 added to an existing one, while 18 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 |
|---|---|---|
| Microsoft CorpMSFT | 162 funds | $223.6B |
| Amazon.com IncAMZN | 162 funds | $176.9B |
| Nvidia CorpNVDA | 157 funds | $347.5B |
| Meta Platforms Inc-Class AMETA | 157 funds | $94.0B |
| Eli Lilly & CoLLY | 156 funds | $72.2B |
| JPMorgan Chase & CoJPM | 155 funds | $52.4B |
| Alphabet Inc-CL AGOOGL | 154 funds | $150.6B |
| Chevron CorpCVX | 152 funds | $25.7B |
| Apple IncAAPL | 151 funds | $252.0B |
| Micron Technology IncMU | 150 funds | $51.3B |
| Berkshire Hathaway Inc-CL BBRK/B | 150 funds | $33.4B |
| Mastercard Inc - AMA | 149 funds | $46.7B |
Ranked by how many of BCC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BCC.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 27, 2026 | Twedt Jill | SVP General Counsel & Corp Sec | Sell (S) | 1K | $99K |
| Aug 5, 2026 | Matula Kristopher J | Director | Sell (S) | 2K | $163K |
| May 13, 2026 | Twedt Jill | SVP General Counsel & Corp Sec | Sell (S) | 6K | $403K |
| Aug 22, 2025 | Strom Jeffrey Robert | COO | Sell (S) | 1K | $91K |
| Aug 7, 2025 | Little Troy | EVP, Wood Products | Sell (S) | 2K | $169K |
| Aug 6, 2025 | Twedt Jill | SVP General Counsel & Corp Sec | Sell (S) | 2K | $150K |
| Jun 4, 2025 | Barney Joanna L. | EVP, BMD | Sell (S) | 1K | $88K |
| Jun 4, 2025 | Twedt Jill | SVP General Counsel & Corp Sec | Sell (S) | 1K | $106K |
| Mar 5, 2025 | Strom Jeffrey Robert | COO | Sell (S) | 5K | $451K |
| Mar 3, 2025 | Matula Kristopher J | Director | Sell (S) | 447 | $47K |
| Feb 25, 2025 | Matula Kristopher J | Director | Sell (S) | 553 | $57K |
| Nov 27, 2024 | Carlile Thomas E | Director | Sell (S) | 10K | $1.4M |
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 | 55 | 37 | – |
Insiders Form 4 open-market | 0 | 2 | -$666K |
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.
Connected entities for BCC
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/BCC/capital-change-brief"
Use Arkolith's capital_change_brief for BCC. 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 BCC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.