BGSI

The Boyd Group Inc
Consumer DiscretionaryUSCUSIP 103310108◍ Confluence graph
Tracked 13F Holders
102
-63 QoQ
13F Value (tracked)
$1.8B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
3
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)35 adding · 22 trimming
Insider net (180d)$0

Who owns BGSI?

102 tracked 13F filers

102 tracked 13F filers disclose a position in BGSI as of the latest SEC 13F filings, a combined $1.8B 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.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#FundPosition valueSharesLast moveAs ofHistory
1FIL Ltd
$271.5M
2.1M
−18%
Reduced · −455K sh
Q1 2026
2BANK OF MONTREAL /CAN/
$183.4M
1.4M
+9.2%
Added · +121K sh
Q1 2026
3ROYAL BANK OF CANADA
$151.4M
1.2M
−7.6%
Reduced · −98K sh
Q1 2026
4CIBC Asset Management Inc
$87.9M
928K
−13%
Reduced · −141K sh
Q2 2026
5FMR LLC
$110.5M
865K
+40%
Added · +248K sh
Q1 2026
6VANGUARD CAPITAL MANAGEMENT LLC
$108.4M
849K
First observed position
No prior filed position
Q1 2026
7Dixon Mitchell Investment Counsel Inc.
$68.9M
727K
+19%
Added · +114K sh
Q2 2026
8PICTON MAHONEY ASSET MANAGEMENT
$43.2M
458K
−17%
Reduced · −93K sh
Q2 2026
9PRINCIPAL FINANCIAL GROUP INC
$52.7M
413K
+5.7%
Added · +22K sh
Q1 2026
10CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
$51.5M
405K
−2.0%
Reduced · −8K sh
Q1 2026
11Clearbridge Investments, LLC
$47.3M
370K
+18%
Added · +56K sh
Q1 2026
12NORGES BANK
$56.5M
355K
New
+355K sh
Q4 2025
13Global Alpha Capital Management Ltd.
$30.6M
324K
−0.5%
Reduced · −2K sh
Q2 2026
14MANUFACTURERS LIFE INSURANCE COMPANY, THE
$33.5M
262K
−3.9%
Reduced · −11K sh
Q1 2026
15MONTRUSCO BOLTON INVESTMENTS INC.
$23.2M
245K
−13%
Reduced · −35K sh
Q2 2026
16VANGUARD FIDUCIARY TRUST CO
$31.1M
244K
First observed position
No prior filed position
Q1 2026
17Waratah Capital Advisors Ltd.
$29.7M
232K
−21%
Reduced · −60K sh
Q1 2026
18Canoe Financial LP
$18.0M
191K
−24%
Reduced · −59K sh
Q2 2026
19TD ASSET MANAGEMENT INC
$23.9M
188K
+18%
Added · +28K sh
Q1 2026
20MASSACHUSETTS FINANCIAL SERVICES CO /MA/
$32.0M
180K
−1.7%
Reduced · −3K sh
Q1 2026
21HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
$22.7M
178K
−11%
Reduced · −22K sh
Q1 2026
22MORGAN STANLEY
$19.7M
154K
+299%
Added · +115K sh
Q1 2026
23MILLENNIUM MANAGEMENT LLC
$19.5M
153K
+45%
Added · +47K sh
Q1 2026
24Janus Henderson Group Ltd.
$17.0M
134K
+18%
Added · +21K sh
Q1 2026
25LOOMIS SAYLES & CO L P
$14.5M
113K
−2.7%
Reduced · −3K 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.

Is BGSI being bought or sold by institutions?

Last quarter, 12 funds opened a new position in BGSI and 23 added to an existing one, while 22 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).

Opened (NEW)
12
funds
Added
23
funds
Reduced
22
funds
Exited
0
funds

Funds that own BGSI also own

CompanyCo-held byCombined value
AMAZON.COM INCAMZN56 funds$100.6B
NVIDIA CORPNVDA55 funds$181.2B
MICROSOFT CORPMSFT55 funds$124.6B
META PLATFORMS INC-CLASS AMETA55 funds$59.5B
MASTERCARD INC - AMA55 funds$26.8B
ALPHABET INC-CL AGOOGL54 funds$77.2B
VISA INC-CLASS A SHARESV52 funds$30.5B
APPLE INCAAPL51 funds$123.9B
BROADCOM INCAVGO51 funds$71.6B
MICRON TECHNOLOGY INCMU51 funds$16.3B
ELI LILLY & COLLY50 funds$33.2B
JPMORGAN CHASE & COJPM50 funds$32.0B

Ranked by how many of BGSI's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$0
0 insiders
Net
$0
0 P/S txns
Signal
Mixed
open-market
DateInsiderRoleActionSharesValue
Aug 22, 2013Santillan MirzaSecretarySell (S)50K$5K
Aug 14, 2013Whitelaw Douglas BrettVice President, Director, 10% OwnerSell (S)100K$20K
Feb 18, 2011Whitelaw Douglas BrettVice President, Director, 10% OwnerBuy (P)5K$650
Feb 17, 2011Whitelaw Douglas BrettVice President, Director, 10% OwnerBuy (P)10K$2K

Institutional ownership over time

35 funds-50 since Q4 2025
04998Q4 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $366.5M

Share classes

Class13F holdersValue held
BGSIthis pageStock102 funds$1.8B
103310959EQUITY1 funds$950K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

3 shown

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Connected entities for BGSI

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Ask your agent what changed in BGSI

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BGSI/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BGSI.
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 BGSI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.