Among active 13F managers last quarter, 13 opened and 13 added, while 11 reduced; the largest holder to move was Biglari Capital Corp. (+3.9%). Over the last 180 days, 1 insider bought and none sold, a net +$14.1M in open-market trades.
Funds lean in and no leg opposes.
101 tracked 13F filers disclose a position in BH as of the latest SEC 13F filings, a combined $804.8M 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 | Biglari Capital Corp. | 1.5M | $627.2M | ▲+3.9% Added · +55K sh | Q2 2026 | |
| 2 | Dimensional Fund Advisors LP | 102K | $33.7M | ▲+0.1% Added · +57 sh | Q1 2026 | |
| 3 | BlackRock, Inc. | 46K | $19.7M | ▲+2.4% Added · +1K sh | Q2 2026 | |
| 4 | Marshall Wace, LLP | 32K | $10.6M | ▲46× Added · +32K sh | Q1 2026 | |
| 5 | Vanguard Capital Management LLC | 28K | $12.0M | ▼−5.3% Reduced · −2K sh | Q2 2026 | |
| 6 | Qube Research & Technologies Ltd | 22K | $7.4M | ▲+9.9% Added · +2K sh | Q1 2026 | |
| 7 | Renaissance Technologies LLC | 22K | $7.2M | ▲+98% Added · +11K sh | Q1 2026 | |
| 8 | Jane Street Group, LLC | 17K | $5.7M | ▲43× Added · +17K sh | Q1 2026 | |
| 9 | Millennium Management LLC | 17K | $5.7M | ▲+64% Added · +7K sh | Q1 2026 | |
| 10 | Geode Capital Management, LLC | 15K | $6.4M | ▲+7.9% Added · +1K sh | Q2 2026 | |
| 11 | Trexquant Investment LP | 15K | $6.2M | ▼−33% Reduced · −7K sh | Q2 2026 | |
| 12 | State Street Corp | 13K | $5.5M | ▼−8.2% Reduced · −1K sh | Q2 2026 | |
| 13 | Connor, Clark & Lunn Investment Management Ltd. | 12K | $5.2M | ▲+8.6% Added · +970 sh | Q2 2026 | |
| 14 | JPMorgan Chase & Co | 12K | $3.8M | ▼−23% Reduced · −4K sh | Q1 2026 | |
| 15 | XTX Topco Ltd | 11K | $3.5M | ▲New +11K sh | Q1 2026 | |
| 16 | Arrowstreet Capital, Limited Partnership | 10K | $3.4M | ▼−59% Reduced · −15K sh | Q1 2026 | |
| 17 | Goldman Sachs Group Inc | 9K | $3.1M | ▲+2.0% Added · +180 sh | Q1 2026 | |
| 18 | Two Sigma Investments, LP | 9K | $2.8M | ▲+12% Added · +941 sh | Q1 2026 | |
| 19 | Vanguard Portfolio Management LLC | 7K | $3.1M | ▼−3.3% Reduced · −254 sh | Q2 2026 | |
| 20 | Northern Trust Corp | 7K | $2.3M | ▲+4.9% Added · +324 sh | Q1 2026 | |
| 21 | Charles Schwab Investment Management Inc | 7K | $2.3M | ▼−2.7% Reduced · −188 sh | Q1 2026 | |
| 22 | AQR Capital Management LLC | 6K | $2.0M | ▲+1.2% Added · +72 sh | Q1 2026 | |
| 23 | D. E. Shaw & Co., Inc. | 6K | $1.8M | ▲New +6K sh | Q1 2026 | |
| 24 | Vanguard Fiduciary Trust Co | 4K | $1.8M | ▲+1.3% Added · +54 sh | Q2 2026 | |
| 25 | Nuveen, LLC | 4K | $1.4M | ▲+26% Added · +871 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, 13 funds opened a new position in BH and 13 added to an existing one, while 11 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 | 49 funds | $121.6B |
| Nvidia CorpNVDA | 48 funds | $199.0B |
| Berkshire Hathaway Inc-CL BBRK/B | 48 funds | $18.9B |
| Amazon.com IncAMZN | 47 funds | $94.2B |
| Broadcom IncAVGO | 47 funds | $84.2B |
| Alphabet Inc-CL CGOOG | 47 funds | $68.8B |
| Meta Platforms Inc-Class AMETA | 47 funds | $50.9B |
| Eli Lilly & CoLLY | 47 funds | $41.0B |
| Tesla IncTSLA | 47 funds | $34.8B |
| Costco Wholesale CorpCOST | 47 funds | $17.9B |
| Walt Disney CoDIS | 47 funds | $8.3B |
| General Dynamics CorpGD | 47 funds | $3.4B |
Ranked by how many of BH's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BH.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 5, 2026 | Biglari, Sardar | Chairman and CEO, Director, 10% Owner | Buy (P) | 535 | $159K |
| Jun 4, 2026 | Biglari, Sardar | Chairman and CEO, Director, 10% Owner | Buy (P) | 2K | $500K |
| May 14, 2026 | Biglari, Sardar | Chairman and CEO, Director, 10% Owner | Buy (P) | 14K | $3.7M |
| May 13, 2026 | Biglari, Sardar | Chairman and CEO, Director, 10% Owner | Buy (P) | 15K | $4.0M |
| May 12, 2026 | Biglari, Sardar | Chairman and CEO, Director, 10% Owner | Buy (P) | 23K | $5.7M |
| Mar 13, 2026 | Biglari, Sardar | Chairman and CEO, Director, 10% Owner | Buy (P) | 3K | $849K |
| Mar 9, 2026 | Lion Fund, L.p. | 10% Owner | Buy (P) | 3K | $1000K |
| Mar 6, 2026 | Lion Fund, L.p. | 10% Owner | Buy (P) | 2K | $750K |
| Mar 3, 2026 | Biglari Capital Corp. | 10% Owner | Buy (P) | 1K | $379K |
| Dec 17, 2025 | Biglari, Sardar | Chairman and CEO, Director, 10% Owner | Buy (P) 2 lots, same day | 3K | $1.6M |
| Dec 16, 2025 | Biglari, Sardar | Chairman and CEO, Director, 10% Owner | Buy (P) | 156 | $250K |
| Dec 15, 2025 | Biglari, Sardar | Chairman and CEO, Director, 10% Owner | Buy (P) 2 lots, same day | 212 | $148K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 30 | 29 | – |
Insiders Form 4 open-market | 1 | 0 | +$14.1M |
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.
| Class | 13F holders | Value held |
|---|---|---|
| BHthis pagecs | 101 funds | $804.8M |
| BH/AStock | 40 funds | $415.9M |
| 08986R101COM | 1 funds | $319K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for BH
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/BH/capital-change-brief"
Use Arkolith's capital_change_brief for BH. 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 BH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.