80 tracked 13F filers disclose a position in BGR as of the latest SEC 13F filings, a combined $90.2M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $24.5M | 1.4M | ▲+24% Added · +273K sh | Q1 2026 | |
| 2 | Advisors Asset Management, Inc. | $4.4M | 460K | ▲+98% Added · +228K sh | Q3 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $6.8M | 390K | ▲+15% Added · +52K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $5.2M | 301K | ▲+5.8% Added · +17K sh | Q1 2026 | |
| 5 | Cypress Capital Management LLC | $4.2M | 282K | ▲+6.0% Added · +16K sh | Q2 2026 | |
| 6 | Thomas J. Herzfeld Advisors, Inc. | $3.5M | 238K | ▲+31% Added · +57K sh | Q2 2026 | |
| 7 | Allspring Global Investments Holdings, LLC | $3.5M | 238K | ▲15× Added · +223K sh | Q2 2026 | |
| 8 | UBS Group AG | $4.1M | 236K | ▲+4.3% Added · +10K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $3.2M | 183K | ▼−4.2% Reduced · −8K sh | Q1 2026 | |
| 10 | Navis Wealth Advisors, LLC | $2.4M | 139K | ▲+644% Added · +120K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $2.4M | 138K | ▲+15% Added · +18K sh | Q1 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $2.2M | 128K | ▼−0.5% Reduced · −702 sh | Q1 2026 | |
| 13 | Z3 Capital Partners, LLC | $1.4M | 94K | ▼−12% Reduced · −12K sh | Q2 2026 | |
| 14 | Moors & Cabot, Inc. | $1.4M | 92K | ▼~0% Reduced · −22 sh | Q2 2026 | |
| 15 | Quarry LP | $1.4M | 91K | ▲+1.6% Added · +1K sh | Q2 2026 | |
| 16 | Formidable Asset Management, LLC | $1.3M | 75K | ▼−3.1% Reduced · −2K sh | Q2 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $1.2M | 67K | ▲+6.7% Added · +4K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $1.1M | 64K | ▲+4.7% Added · +3K sh | Q1 2026 | |
| 19 | Carl P. Sherr & Co., LLC | $1.1M | 61K | —Held | Q1 2026 | |
| 20 | Private Advisor Group, LLC | $839K | 57K | ▲+7.5% Added · +4K sh | Q2 2026 | |
| 21 | Logan Stone Capital, LLC | $968K | 56K | ▲New +56K sh | Q1 2026 | |
| 22 | Apollon Wealth Management, LLC | $906K | 52K | ▼−2.0% Reduced · −1K sh | Q1 2026 | |
| 23 | AlphaCore Capital LLC | $746K | 50K | ▲+1.0% Added · +479 sh | Q2 2026 | |
| 24 | JANE STREET GROUP, LLC | $825K | 48K | ▲+185% Added · +31K sh | Q1 2026 | |
| 25 | ASHTON THOMAS SECURITIES, LLC | $650K | 44K | —Held | 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, 7 funds opened a new position in BGR and 14 added to an existing one, while 9 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).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 37 funds | $38.8B |
| APPLE INCAAPL | 37 funds | $31.3B |
| MICROSOFT CORPMSFT | 37 funds | $26.3B |
| AMAZON.COM INCAMZN | 37 funds | $17.8B |
| META PLATFORMS INC-CLASS AMETA | 37 funds | $8.5B |
| JPMORGAN CHASE & COJPM | 37 funds | $6.5B |
| JOHNSON & JOHNSONJNJ | 37 funds | $5.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 37 funds | $5.0B |
| CISCO SYSTEMS INCCSCO | 37 funds | $3.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 37 funds | $1.0B |
| HOME DEPOT INCHD | 36 funds | $3.6B |
| COSTCO WHOLESALE CORPCOST | 36 funds | $3.6B |
Ranked by how many of BGR's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 10, 2026 | Minar Stephen Thomas | Vice President | Buy (P) | 850 | $13K |
| Feb 10, 2026 | Minar Stephen Thomas | Vice President | Buy (P) | 270 | $4K |
| Feb 10, 2026 | Minar Stephen Thomas | Vice President | Buy (P) | 1K | $19K |
| Feb 10, 2026 | Minar Stephen Thomas | Vice President | Buy (P) | 2K | $28K |
| Apr 13, 2021 | Perlowski John | See Remarks, Director | Sell (S) | 6 | $52 |
| Jan 16, 2019 | GABBAY HENRY | Director | Buy (P) | 90 | $1K |
| Jan 15, 2019 | GABBAY HENRY | Director | Buy (P) | 10 | $119 |
| Dec 22, 2017 | Perlowski John | President and CEO, Director | Sell (S) | 842 | $12K |
| Dec 9, 2014 | GABBAY HENRY | Director | Sell (S) | 625 | $13K |
| Jun 20, 2012 | McClements Kyle | Insider | Buy (P) | 1K | $22K |
| Mar 19, 2012 | Perlowski John | President and CEO | Buy (P) | 500 | $13K |
| Dec 15, 2011 | Davis Dick | Insider | Sell (S) | 6K | $143K |
Connected entities for BGR
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/BGR/capital-change-brief"
Use Arkolith's capital_change_brief for BGR. 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 BGR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.