167 tracked 13F filers disclose a position in BGS as of the latest SEC 13F filings, a combined $236.6M 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 | BlackRock, Inc. | $31.8M | 6.6M | ▼−1.0% Reduced · −69K sh | Q1 2026 | |
| 2 | GOLDMAN SACHS GROUP INC | $21.6M | 4.5M | ▲+21% Added · +780K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $16.4M | 3.4M | →First observed position No prior filed position | Q1 2026 | |
| 4 | TWO SIGMA INVESTMENTS, LP | $15.5M | 3.2M | ▲+101% Added · +1.6M sh | Q1 2026 | |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $15.4M | 3.2M | ▼−5.4% Reduced · −183K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $12.0M | 2.5M | ▼−2.8% Reduced · −73K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $9.1M | 1.9M | ▼−1.2% Reduced · −24K sh | Q1 2026 | |
| 8 | STATE STREET CORP | $8.9M | 1.8M | ▼−0.3% Reduced · −6K sh | Q1 2026 | |
| 9 | DIMENSIONAL FUND ADVISORS LP | $8.1M | 1.7M | ▼−12% Reduced · −227K sh | Q1 2026 | |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | $8.0M | 1.7M | →First observed position No prior filed position | Q1 2026 | |
| 11 | Dana Investment Advisors, Inc. | $7.2M | 1.5M | ▲+7.5% Added · +105K sh | Q1 2026 | |
| 12 | AQR CAPITAL MANAGEMENT LLC | $6.0M | 1.2M | ▲+23% Added · +233K sh | Q1 2026 | |
| 13 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $5.2M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 14 | JANE STREET GROUP, LLC | $3.9M | 817K | ▲15× Added · +761K sh | Q1 2026 | |
| 15 | UBS Group AG | $3.6M | 750K | ▼−10% Reduced · −85K sh | Q1 2026 | |
| 16 | BANK OF AMERICA CORP /DE/ | $3.3M | 683K | ▼−43% Reduced · −519K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $3.2M | 669K | ▲+3.2% Added · +21K sh | Q1 2026 | |
| 18 | Quantinno Capital Management LP | $3.0M | 629K | ▲+59% Added · +232K sh | Q1 2026 | |
| 19 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.0M | 624K | ▼−5.2% Reduced · −34K sh | Q1 2026 | |
| 20 | CITIGROUP INC | $2.7M | 556K | ▲+189% Added · +364K sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $2.6M | 549K | ▼−26% Reduced · −198K sh | Q1 2026 | |
| 22 | VANGUARD FIDUCIARY TRUST CO | $2.5M | 516K | →First observed position No prior filed position | Q1 2026 | |
| 23 | Susquehanna Portfolio Strategies, LLC | $2.5M | 510K | ▼−8.6% Reduced · −48K sh | Q1 2026 | |
| 24 | RENAISSANCE TECHNOLOGIES LLC | $2.0M | 421K | ▲+395% Added · +336K sh | Q1 2026 | |
| 25 | MARSHALL WACE, LLP | $1.9M | 393K | ▼−11% Reduced · −50K 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, 8 funds opened a new position in BGS and 19 added to an existing one, while 16 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 60 funds | $20.2B |
| ALPHABET INC-CL AGOOGL | 60 funds | $13.3B |
| AMAZON.COM INCAMZN | 59 funds | $14.2B |
| META PLATFORMS INC-CLASS AMETA | 59 funds | $9.5B |
| NVIDIA CORPNVDA | 58 funds | $29.0B |
| NETFLIX INCNFLX | 58 funds | $2.6B |
| UNITEDHEALTH GROUP INCUNH | 58 funds | $2.4B |
| APPLE INCAAPL | 57 funds | $24.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 57 funds | $5.7B |
| ELI LILLY & COLLY | 57 funds | $5.1B |
| VISA INC-CLASS A SHARESV | 57 funds | $3.9B |
| BANK OF AMERICA CORPBAC | 57 funds | $2.2B |
Ranked by how many of BGS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 13, 2026 | Wenner David L | Director | Sell (S) | 20K | $101K |
| Mar 13, 2026 | Vogel Andrew D | EVP, PRESIDENT OF MEALS | Sell (S) | 20K | $104K |
| 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 | Lerner Scott E | EVP & GENERAL COUNSEL | Buy (P) | 8K | $50K |
| Nov 8, 2024 | SHERRILL STEPHEN | Director | Buy (P) | 70K | $464K |
| Sep 3, 2024 | Greenberg Jordan E | EVP & PRES OF SPICES & FLAVOR | Sell (S) | 8K | $67K |
| May 13, 2024 | Wacha Bruce C | EVP OF FINANCE & CFO | Buy (P) | 5K | $45K |
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 + end-of-day price history + the live filing stream, joined for BGS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.