Among active 13F managers last quarter, 9 opened and 19 added, while 11 reduced; the largest holder to move was Boston Partners (+188%). Over the last 180 days, 1 insider bought and none sold, a net +$26K in open-market trades.
Funds lean in and no leg opposes.
156 tracked 13F filers disclose a position in BHB as of the latest SEC 13F filings, a combined $310.7M 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. | 1.4M | $45.2M | ▲+7.6% Added · +99K sh | Q1 2026 | |
| 2 | Dimensional Fund Advisors LP | 892K | $28.9M | ▲+1.8% Added · +16K sh | Q1 2026 | |
| 3 | Vanguard Capital Management LLC | 736K | $23.9M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 4 | State Street Corp | 568K | $21.5M | ▲+54% Added · +198K sh | Q2 2026 | |
| 5 | Geode Capital Management, LLC | 437K | $16.5M | ▲+5.4% Added · +23K sh | Q2 2026 | |
| 6 | Boston Partners | 422K | $13.7M | ▲+188% Added · +275K sh | Q1 2026 | |
| 7 | Bar Harbor Wealth Management | 385K | $14.5M | ▼−3.9% Reduced · −16K sh | Q2 2026 | |
| 8 | Manufacturers Life Insurance Company, The | 375K | $12.2M | ▲+11% Added · +38K sh | Q1 2026 | |
| 9 | Two Sigma Investments, LP | 253K | $8.2M | ▲+199% Added · +168K sh | Q1 2026 | |
| 10 | American Century Companies Inc | 248K | $8.1M | ▼−1.6% Reduced · −4K sh | Q1 2026 | |
| 11 | Renaissance Technologies LLC | 184K | $6.0M | ▲+52% Added · +63K sh | Q1 2026 | |
| 12 | Northern Trust Corp | 157K | $5.1M | ▲+4.1% Added · +6K sh | Q1 2026 | |
| 13 | Morgan Stanley | 147K | $4.8M | ▲+17% Added · +21K sh | Q1 2026 | |
| 14 | Citadel Advisors LLC | 137K | $5.2M | ▲+30% Added · +32K sh | Q2 2026 | |
| 15 | Millennium Management LLC | 121K | $3.9M | ▲+258% Added · +88K sh | Q1 2026 | |
| 16 | Private Capital Management, LLC | 121K | $3.9M | ▲New +121K sh | Q1 2026 | |
| 17 | Vanguard Portfolio Management LLC | 120K | $3.9M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 18 | Bridgeway Capital Management, LLC | 118K | $3.8M | ▲+5.2% Added · +6K sh | Q1 2026 | |
| 19 | Nuveen, LLC | 116K | $3.8M | ▲+58% Added · +43K sh | Q1 2026 | |
| 20 | Vanguard Fiduciary Trust Co | 111K | $3.6M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 21 | Goldman Sachs Group Inc | 106K | $3.4M | ▲+83% Added · +48K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | 84K | $2.7M | ▲+0.9% Added · +753 sh | Q1 2026 | |
| 23 | Polaris Capital Management, LLC | 80K | $3.0M | ▲+14% Added · +10K sh | Q2 2026 | |
| 24 | Elizabeth Park Capital Advisors, Ltd. | 78K | $2.9M | —Held | Q2 2026 | |
| 25 | UBS Group AG | 77K | $2.5M | ▲+28% Added · +17K 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, 9 funds opened a new position in BHB and 19 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 | 78 funds | $150.9B |
| Nvidia CorpNVDA | 75 funds | $216.0B |
| Amazon.com IncAMZN | 75 funds | $109.2B |
| Meta Platforms Inc-Class AMETA | 74 funds | $61.8B |
| Alphabet Inc-CL AGOOGL | 73 funds | $85.3B |
| Apple IncAAPL | 72 funds | $164.4B |
| Broadcom IncAVGO | 72 funds | $91.3B |
| Eli Lilly & CoLLY | 72 funds | $41.9B |
| Visa Inc-Class A SharesV | 72 funds | $34.2B |
| Costco Wholesale CorpCOST | 72 funds | $20.5B |
| Berkshire Hathaway Inc-CL BBRK/B | 72 funds | $20.3B |
| Tesla IncTSLA | 71 funds | $37.8B |
Ranked by how many of BHB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BHB.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 28, 2026 | Caras Matthew L | Director | Buy (P) | 760 | $26K |
| Mar 2, 2026 | Colter David M | Director | Buy (P) | 500 | $16K |
| Oct 30, 2025 | Caras Matthew L | Director | Buy (P) | 580 | $17K |
| Sep 10, 2025 | Shaw Brian D | Director | Buy (P) 2 lots, same day | 10K | $321K |
| Jun 14, 2024 | Caras Matthew L | Director | Buy (P) | 119 | $3K |
| Jun 14, 2024 | Colter David M | Director | Buy (P) | 17 | $437 |
| Jun 14, 2024 | Simard Curtis C | PRESIDENT/CEO, Director | Buy (P) | 973 | $25K |
| Jun 14, 2024 | Smith Kenneth Eugene | Director | Buy (P) 4 lots, same day | 309 | $8K |
| May 30, 2024 | Toothaker Scott G | Director | Buy (P) | 4K | $116K |
| Mar 19, 2024 | Simard Curtis C | PRESIDENT/CEO, Director | Buy (P) | 759 | $19K |
| Mar 19, 2024 | Caras Matthew L | Director | Buy (P) | 112 | $3K |
| Mar 19, 2024 | Woodside David B | Director | Buy (P) 2 lots, same day | 367 | $9K |
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 | 44 | 26 | – |
Insiders Form 4 open-market | 1 | 0 | +$26K |
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 BHB
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/BHB/capital-change-brief"
Use Arkolith's capital_change_brief for BHB. 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 BHB. Filings are public domain, sourced to SEC EDGAR.