Among active 13F managers last quarter, 5 opened and 26 added, while 20 reduced; the largest holder to move was Earnest Partners LLC (−3.7%). Over the last 180 days, 6 insiders sold and none bought, a net -$7.8M in open-market trades.
The legs disagree, or only one of them leans.
273 tracked 13F filers disclose a position in BHE as of the latest SEC 13F filings, a combined $2.8B 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5.9M | $579.8M | ▲+4.1% Added · +233K sh | Q2 2026 | |
| 2 | Vanguard Portfolio Management LLC | 3.2M | $319.4M | ▲+3.0% Added · +95K sh | Q2 2026 | |
| 3 | Franklin Templeton Inc | 2.8M | $154.8M | ▼−5.0% Reduced · −146K sh | Q1 2026 | |
| 4 | Dimensional Fund Advisors LP | 2.5M | $139.8M | ▼−0.9% Reduced · −23K sh | Q1 2026 | |
| 5 | Earnest Partners LLC | 1.6M | $161.9M | ▼−3.7% Reduced · −63K sh | Q2 2026 | |
| 6 | Vanguard Capital Management LLC | 1.6M | $153.4M | ▼−0.3% Reduced · −5K sh | Q2 2026 | |
| 7 | American Century Companies Inc | 1.5M | $83.5M | ▲+12% Added · +155K sh | Q1 2026 | |
| 8 | State Street Corp | 1.4M | $141.6M | ▲+3.5% Added · +48K sh | Q2 2026 | |
| 9 | Geode Capital Management, LLC | 1.1M | $104.6M | ▲+17% Added · +158K sh | Q2 2026 | |
| 10 | Charles Schwab Investment Management Inc | 647K | $36.3M | ▼−4.7% Reduced · −32K sh | Q1 2026 | |
| 11 | First Trust Advisors LP | 617K | $34.6M | ▼−42% Reduced · −450K sh | Q1 2026 | |
| 12 | Morgan Stanley | 599K | $33.6M | ▲+41% Added · +175K sh | Q1 2026 | |
| 13 | Boston Partners | 460K | $25.8M | ▼−3.0% Reduced · −14K sh | Q1 2026 | |
| 14 | Qube Research & Technologies Ltd | 423K | $23.7M | ▼−18% Reduced · −93K sh | Q1 2026 | |
| 15 | Allianz Asset Management GmbH | 415K | $23.3M | ▲+3.5% Added · +14K sh | Q1 2026 | |
| 16 | Two Sigma Investments, LP | 410K | $23.0M | ▲+126% Added · +229K sh | Q1 2026 | |
| 17 | Northern Trust Corp | 384K | $21.6M | ▲+2.9% Added · +11K sh | Q1 2026 | |
| 18 | FMR LLC | 373K | $36.8M | ▲+2.7% Added · +10K sh | Q2 2026 | |
| 19 | Goldman Sachs Group Inc | 367K | $20.6M | ▼−21% Reduced · −96K sh | Q1 2026 | |
| 20 | First Eagle Investment Management, LLC | 351K | $34.6M | ▲+18% Added · +54K sh | Q2 2026 | |
| 21 | Tributary Capital Management, LLC | 345K | $34.0M | ▼−13% Reduced · −52K sh | Q2 2026 | |
| 22 | Bank of New York Mellon Corp | 311K | $17.4M | ▼−2.4% Reduced · −8K sh | Q1 2026 | |
| 23 | Jane Street Group, LLC | 307K | $17.2M | ▲+81% Added · +137K sh | Q1 2026 | |
| 24 | Bridgeway Capital Management, LLC | 291K | $28.7M | ▲+5.1% Added · +14K sh | Q2 2026 | |
| 25 | Kennedy Capital Management LLC | 276K | $15.5M | ▼−30% Reduced · −118K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 5 funds opened a new position in BHE and 26 added to an existing one, while 20 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 | 146 funds | $194.4B |
| Amazon.com IncAMZN | 143 funds | $151.3B |
| Nvidia CorpNVDA | 142 funds | $313.3B |
| Alphabet Inc-CL AGOOGL | 141 funds | $130.3B |
| Eli Lilly & CoLLY | 140 funds | $65.5B |
| Apple IncAAPL | 138 funds | $221.8B |
| Meta Platforms Inc-Class AMETA | 138 funds | $86.0B |
| Broadcom IncAVGO | 135 funds | $125.1B |
| JPMorgan Chase & CoJPM | 135 funds | $47.3B |
| Berkshire Hathaway Inc-CL BBRK/B | 135 funds | $28.4B |
| Alphabet Inc-CL CGOOG | 134 funds | $102.5B |
| Micron Technology IncMU | 134 funds | $46.6B |
Ranked by how many of BHE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BHE.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 11, 2026 | De Greef-Safft Anne | Director | Sell (S) 2 lots, same day | 6K | $493K |
| Jun 11, 2026 | Beaver Stephen J | SVP, General Counsel and CLO | Sell (S) | 20K | $1.7M |
| May 26, 2026 | Moezidis David | President and CEO, Director | Sell (S) | 13K | $1.1M |
| May 13, 2026 | Scheible David W | Director | Sell (S) | 23K | $2.0M |
| May 12, 2026 | Lamneck Kenneth T | Director | Sell (S) | 24K | $2.0M |
| May 6, 2026 | Turner Rhonda R | SVP, Chief HR Officer | Sell (S) | 7K | $562K |
| Feb 24, 2026 | Benck Jeff | CEO, Director | Sell (S) | 9K | $548K |
| Feb 13, 2026 | Benck Jeff | CEO, Director | Sell (S) | 834 | $50K |
| Feb 12, 2026 | Benck Jeff | CEO, Director | Sell (S) | 100 | $6K |
| Feb 6, 2026 | Benck Jeff | CEO, Director | Sell (S) | 25K | $1.5M |
| Jan 21, 2026 | Benck Jeff | CEO, Director | Sell (S) | 15K | $749K |
| Jan 20, 2026 | Benck Jeff | CEO, Director | Sell (S) | 100 | $5K |
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 | 51 | 39 | – |
Insiders Form 4 open-market | 0 | 6 | -$7.8M |
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.
Connected entities for BHE
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/BHE/capital-change-brief"
Use Arkolith's capital_change_brief for BHE. 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 BHE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.