Among active 13F managers last quarter, 10 opened and 15 added, while 13 reduced; the largest holder to move was Adage Capital Partners GP, L.L.C. (−0.7%). Over the last 180 days, 2 insiders bought and none sold, a net +$101K in open-market trades.
Funds lean in and no leg opposes.
173 tracked 13F filers disclose a position in BFS as of the latest SEC 13F filings, a combined $352.3M 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. | 2.3M | $84.3M | ▲+6.7% Added · +142K sh | Q2 2026 | |
| 2 | T. Rowe Price Investment Management, Inc. | 1.4M | Withheld | ▲+4.5% Added · +60K sh | Q2 2026 | |
| 3 | Vanguard Portfolio Management LLC | 1.3M | $48.7M | ▼−1.0% Reduced · −14K sh | Q2 2026 | |
| 4 | Adage Capital Partners GP, L.L.C. | 735K | $23.9M | ▼−0.7% Reduced · −5K sh | Q1 2026 | |
| 5 | Principal Financial Group Inc | 599K | $19.5M | ▼−1.2% Reduced · −7K sh | Q1 2026 | |
| 6 | State Street Corp | 571K | $21.3M | ▲+9.9% Added · +52K sh | Q2 2026 | |
| 7 | Vanguard Capital Management LLC | 551K | $20.6M | ▼−5.6% Reduced · −33K sh | Q2 2026 | |
| 8 | Geode Capital Management, LLC | 361K | $13.5M | ▲+7.6% Added · +26K sh | Q2 2026 | |
| 9 | Morgan Stanley | 263K | $8.6M | ▲+18% Added · +41K sh | Q1 2026 | |
| 10 | Ameriprise Financial Inc | 211K | $6.9M | ▼−15% Reduced · −39K sh | Q1 2026 | |
| 11 | Dimensional Fund Advisors LP | 202K | $6.6M | ▲+0.7% Added · +1K sh | Q1 2026 | |
| 12 | Renaissance Technologies LLC | 186K | $6.1M | ▼−17% Reduced · −39K sh | Q1 2026 | |
| 13 | Northern Trust Corp | 149K | $4.9M | ▲+7.8% Added · +11K sh | Q1 2026 | |
| 14 | Charles Schwab Investment Management Inc | 134K | $4.4M | ▲+13% Added · +16K sh | Q1 2026 | |
| 15 | Bank of New York Mellon Corp | 116K | $3.8M | ▼−3.0% Reduced · −4K sh | Q1 2026 | |
| 16 | Cary Street Partners Financial LLC | 92K | $3.0M | ▼−0.1% Reduced · −50 sh | Q1 2026 | |
| 17 | Vanguard Fiduciary Trust Co | 91K | $3.4M | ▲+4.7% Added · +4K sh | Q2 2026 | |
| 18 | Man Group plc | 89K | $3.3M | ▼−57% Reduced · −119K sh | Q2 2026 | |
| 19 | JPMorgan Chase & Co | 88K | $2.9M | ▲+0.5% Added · +419 sh | Q1 2026 | |
| 20 | Goldman Sachs Group Inc | 80K | $2.6M | ▼−9.9% Reduced · −9K sh | Q1 2026 | |
| 21 | Arrowstreet Capital, Limited Partnership | 80K | $2.6M | ▲+6.9% Added · +5K sh | Q1 2026 | |
| 22 | Denali Advisors LLC | 72K | $2.7M | —Held | Q2 2026 | |
| 23 | Millennium Management LLC | 70K | $2.3M | ▼−42% Reduced · −50K sh | Q1 2026 | |
| 24 | Dean Investment Associates, LLC | 66K | $2.5M | ▲New +66K sh | Q2 2026 | |
| 25 | Two Sigma Investments, LP | 57K | $1.9M | ▲+106% Added · +29K 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, 10 funds opened a new position in BFS and 15 added to an existing one, while 13 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 |
|---|---|---|
| Apple IncAAPL | 82 funds | $194.0B |
| Microsoft CorpMSFT | 82 funds | $173.4B |
| Eli Lilly & CoLLY | 82 funds | $55.3B |
| Nvidia CorpNVDA | 81 funds | $268.6B |
| Amazon.com IncAMZN | 81 funds | $129.8B |
| Broadcom IncAVGO | 81 funds | $114.1B |
| Meta Platforms Inc-Class AMETA | 81 funds | $71.0B |
| Costco Wholesale CorpCOST | 81 funds | $22.6B |
| Alphabet Inc-CL AGOOGL | 80 funds | $113.3B |
| Tesla IncTSLA | 80 funds | $44.5B |
| JPMorgan Chase & CoJPM | 80 funds | $40.3B |
| Micron Technology IncMU | 80 funds | $38.9B |
Ranked by how many of BFS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BFS.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 28, 2026 | Pearson David Todd | President & COO, Director | Buy (P) | 3K | $90K |
| Mar 30, 2026 | Heard Carlos Lawrence | Senior Vice President & CFO | Buy (P) | 500 | $10K |
| Nov 20, 2025 | Heard Carlos Lawrence | Senior Vice President & CFO | Buy (P) | 300 | $6K |
| Nov 18, 2025 | Heard Carlos Lawrence | Senior Vice President & CFO | Buy (P) | 600 | $12K |
| Nov 17, 2025 | Heard Carlos Lawrence | Senior Vice President & CFO | Buy (P) | 600 | $12K |
| Nov 14, 2025 | Heard Carlos Lawrence | Senior Vice President & CFO | Buy (P) | 450 | $9K |
| Nov 13, 2025 | Heard Carlos Lawrence | Senior Vice President & CFO | Buy (P) | 450 | $9K |
| Nov 12, 2025 | Collich John | Sr. VP, Chief Acq. & Dev. Off. | Buy (P) | 2K | $60K |
| Nov 12, 2025 | Heard Carlos Lawrence | Senior Vice President & CFO | Buy (P) | 450 | $9K |
| Nov 12, 2025 | Pearson David Todd | President & COO, Director | Buy (P) | 3K | $100K |
| Nov 11, 2025 | Heard Carlos Lawrence | Senior Vice President & CFO | Buy (P) | 450 | $9K |
| May 21, 2025 | Pearson David Todd | President & COO, Director | Buy (P) | 1K | $45K |
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 | 43 | 29 | – |
Insiders Form 4 open-market | 2 | 0 | +$101K |
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 BFS
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/BFS/capital-change-brief"
Use Arkolith's capital_change_brief for BFS. 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 BFS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.