Among active 13F managers last quarter, 5 opened and 23 added, while 14 reduced; the largest holder to move was Two Sigma Investments, LP (+101%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
176 tracked 13F filers disclose a position in BGS as of the latest SEC 13F filings, a combined $224.2M 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. | 6.2M | $24.7M | ▼−6.0% Reduced · −398K sh | Q2 2026 | |
| 2 | Goldman Sachs Group Inc | 4.5M | $21.6M | ▲+21% Added · +780K sh | Q1 2026 | |
| 3 | Vanguard Capital Management LLC | 3.5M | $13.8M | ▲+1.3% Added · +44K sh | Q2 2026 | |
| 4 | Two Sigma Investments, LP | 3.2M | $15.5M | ▲+101% Added · +1.6M sh | Q1 2026 | |
| 5 | Charles Schwab Investment Management Inc | 3.2M | $15.4M | ▼−5.4% Reduced · −183K sh | Q1 2026 | |
| 6 | Morgan Stanley | 2.5M | $12.0M | ▼−2.8% Reduced · −73K sh | Q1 2026 | |
| 7 | Geode Capital Management, LLC | 2.1M | $8.4M | ▲+11% Added · +212K sh | Q2 2026 | |
| 8 | State Street Corp | 1.8M | $7.3M | ▲+0.4% Added · +7K sh | Q2 2026 | |
| 9 | Vanguard Portfolio Management LLC | 1.7M | $6.7M | ▲+1.9% Added · +31K sh | Q2 2026 | |
| 10 | Dimensional Fund Advisors LP | 1.7M | $8.1M | ▼−12% Reduced · −227K sh | Q1 2026 | |
| 11 | Dana Investment Advisors, Inc. | 1.6M | $6.6M | ▲+9.7% Added · +145K sh | Q2 2026 | |
| 12 | Hotchkis & Wiley Capital Management LLC | 1.4M | $5.7M | ▲+32% Added · +348K sh | Q2 2026 | |
| 13 | AQR Capital Management LLC | 1.2M | $6.0M | ▲+23% Added · +233K sh | Q1 2026 | |
| 14 | Jane Street Group, LLC | 817K | $3.9M | ▲15× Added · +761K sh | Q1 2026 | |
| 15 | UBS Group AG | 750K | $3.6M | ▼−10% Reduced · −85K sh | Q1 2026 | |
| 16 | Bank Of America Corp | 683K | $3.3M | ▼−43% Reduced · −519K sh | Q1 2026 | |
| 17 | Northern Trust Corp | 669K | $3.2M | ▲+3.2% Added · +21K sh | Q1 2026 | |
| 18 | Bridgeway Capital Management, LLC | 643K | $2.6M | ▲+3.1% Added · +19K sh | Q2 2026 | |
| 19 | Quantinno Capital Management LP | 629K | $3.0M | ▲+59% Added · +232K sh | Q1 2026 | |
| 20 | Citigroup Inc | 556K | $2.7M | ▲+189% Added · +364K sh | Q1 2026 | |
| 21 | Raymond James Financial Inc | 549K | $2.6M | ▼−26% Reduced · −198K sh | Q1 2026 | |
| 22 | Vanguard Fiduciary Trust Co | 540K | $2.2M | ▲+4.8% Added · +25K sh | Q2 2026 | |
| 23 | CastleKnight Management LP | 540K | $2.2M | ▲+57% Added · +195K sh | Q2 2026 | |
| 24 | Susquehanna Portfolio Strategies, LLC | 510K | $2.5M | ▼−8.6% Reduced · −48K sh | Q1 2026 | |
| 25 | Renaissance Technologies LLC | 421K | $2.0M | ▲+395% Added · +336K 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.
Last quarter, 5 funds opened a new position in BGS and 23 added to an existing one, while 14 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 | 78 funds | $146.6B |
| Alphabet Inc-CL AGOOGL | 78 funds | $103.2B |
| Nvidia CorpNVDA | 77 funds | $232.9B |
| Amazon.com IncAMZN | 77 funds | $112.8B |
| Apple IncAAPL | 76 funds | $167.1B |
| Micron Technology IncMU | 75 funds | $32.0B |
| Berkshire Hathaway Inc-CL BBRK/B | 75 funds | $21.3B |
| Meta Platforms Inc-Class AMETA | 74 funds | $60.1B |
| Visa Inc-Class A SharesV | 74 funds | $33.4B |
| Chevron CorpCVX | 74 funds | $17.2B |
| Broadcom IncAVGO | 73 funds | $98.1B |
| Alphabet Inc-CL CGOOG | 73 funds | $76.8B |
Ranked by how many of BGS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BGS.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 13, 2026 | Vogel Andrew D | EVP, PRESIDENT OF MEALS | Sell (S) | 20K | $104K |
| Mar 13, 2026 | Wenner David L | Director | Sell (S) | 20K | $101K |
| Mar 12, 2026 | Schoch Martin C. | EVP of Supply Chain | Sell (S) | 11K | $61K |
| Nov 26, 2025 | Mullen Dennis M | Director | Sell (S) | 19K | $85K |
| May 30, 2025 | Hart Eric H | EVP OF HUMAN RESOURCES & CHRO | Sell (S) | 2K | $6K |
| May 16, 2025 | Schoch Martin C. | EVP of Supply Chain | Sell (S) | 4K | $17K |
| Nov 15, 2024 | Hart Eric H | EVP OF HUMAN RESOURCES & CHRO | Buy (P) | 5K | $31K |
| Nov 13, 2024 | Vogel Andrew D | EVP, PRESIDENT OF MEALS | Buy (P) | 8K | $48K |
| Nov 8, 2024 | Sherrill Stephen | Director | Buy (P) | 70K | $464K |
| Nov 8, 2024 | Lerner Scott E | EVP & GENERAL COUNSEL | Buy (P) | 8K | $50K |
| Sep 3, 2024 | Greenberg Jordan E | EVP & PRES OF SPICES & FLAVOR | Sell (S) | 8K | $67K |
| May 13, 2024 | Sherrill Stephen | Director | Buy (P) | 125K | $1.1M |
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 | 50 | 37 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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 BGS
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/BGS/capital-change-brief"
Use Arkolith's capital_change_brief for BGS. 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 BGS. Filings are public domain, sourced to SEC EDGAR.