BGSI

The Boyd Group Inc$103.01 4.37%
Consumer DiscretionaryUSCUSIP 103310108· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
92
13F Value (tracked)
$1.9B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)30 adding · 20 trimming
Insider net (180d)$0

Price & smart-money activity

$103.01 4.37%5Y -45.2%
$77.02$120.68$164.34$208.00$251.662021202220232024202520264528272
Hover for who · click for detailEnd-of-day closing prices52w $89.06 – $182.26

Top institutional holders

92 tracked 13F filers
#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
$136.3M
1.1M
+35%
Added · +275K sh
Q1 2026
5FMR LLC
$110.5M
865K
+40%
Added · +248K sh
Q1 2026
6VANGUARD CAPITAL MANAGEMENT LLC
$108.4M
849K
New
+849K sh
Q1 2026
7Dixon Mitchell Investment Counsel Inc.
$78.1M
613K
−1.2%
Reduced · −7K sh
Q1 2026
8PICTON MAHONEY ASSET MANAGEMENT
$70.3M
550K
+8.0%
Added · +41K sh
Q1 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.
$41.6M
326K
+1.8%
Added · +6K sh
Q1 2026
14BCV Asset Management Inc.
$38.0M
298K
+7.7%
Added · +21K sh
Q1 2026
15MONTRUSCO BOLTON INVESTMENTS INC.
$35.7M
280K
New
+280K sh
Q1 2026
16MANUFACTURERS LIFE INSURANCE COMPANY, THE
$33.5M
262K
−3.9%
Reduced · −11K sh
Q1 2026
17VANGUARD FIDUCIARY TRUST CO
$31.1M
244K
New
+244K sh
Q1 2026
18Waratah Capital Advisors Ltd.
$29.7M
232K
−21%
Reduced · −60K sh
Q1 2026
19Canoe Financial LP
$18.0M
191K
−24%
Reduced · −59K sh
Q2 2026
20TD ASSET MANAGEMENT INC
$23.9M
188K
+18%
Added · +28K sh
Q1 2026
21MASSACHUSETTS FINANCIAL SERVICES CO /MA/
$32.0M
180K
−1.7%
Reduced · −3K sh
Q1 2026
22HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
$22.7M
178K
−11%
Reduced · −22K sh
Q1 2026
23MORGAN STANLEY
$19.7M
154K
+299%
Added · +115K sh
Q1 2026
24CIDEL ASSET MANAGEMENT INC
$19.5M
153K
+170%
Added · +96K sh
Q1 2026
25MILLENNIUM MANAGEMENT LLC
$19.5M
153K
+45%
Added · +47K 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.

Fund activity: latest quarter

Opened (NEW)
13
funds
Added
17
funds
Reduced
20
funds
Exited
0
funds

Funds that own BGSI also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT35 funds$16.5B
AMAZON.COM INCAMZN35 funds$12.9B
NVIDIA CORPNVDA34 funds$24.6B
ROYAL BANK OF CANADARY34 funds$11.7B
ALPHABET INC-CL AGOOGL34 funds$11.1B
META PLATFORMS INC-CLASS AMETA34 funds$7.8B
APPLE INCAAPL33 funds$17.4B
JPMORGAN CHASE & COJPM33 funds$5.4B
CANADIAN NATL RAILWAY COCNI33 funds$3.3B
AGNICO EAGLE MINES LTDAEM32 funds$4.5B
VISA INC-CLASS A SHARESV32 funds$4.1B
BERKSHIRE HATHAWAY INC-CL BBRK/B32 funds$3.2B

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

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Share classes

Class13F holdersValue held
BGSIthis pageEquity92 funds$1.9B
103310959EQUITY1 funds$1.3M

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

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

Build

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.