Among active 13F managers last quarter, 10 opened and 21 added, while 20 reduced; the largest holder to move was American Century Companies Inc (+5.0%). Over the last 180 days, 6 insiders sold and 1 insider bought, a net -$8.0M in open-market trades.
The legs disagree, or only one of them leans.
159 tracked 13F filers disclose a position in BJRI as of the latest SEC 13F filings, a combined $606.7M 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. | 3.1M | $108.5M | ▼−1.4% Reduced · −43K sh | Q1 2026 | |
| 2 | Dimensional Fund Advisors LP | 1.1M | $39.1M | ▲+2.8% Added · +31K sh | Q1 2026 | |
| 3 | American Century Companies Inc | 943K | $33.1M | ▲+5.0% Added · +45K sh | Q1 2026 | |
| 4 | Arrowstreet Capital, Limited Partnership | 855K | $30.0M | —Held | Q1 2026 | |
| 5 | Neuberger Berman Group LLC | 812K | $28.5M | ▲+5.3% Added · +41K sh | Q1 2026 | |
| 6 | State Street Corp | 798K | $48.5M | ▲+3.5% Added · +27K sh | Q2 2026 | |
| 7 | Cramer Rosenthal McGlynn LLC | 593K | $20.8M | ▼−7.1% Reduced · −45K sh | Q1 2026 | |
| 8 | Geode Capital Management, LLC | 526K | $32.0M | ▲+5.0% Added · +25K sh | Q2 2026 | |
| 9 | Emerald Advisers, LLC | 514K | $31.2M | ▼−3.3% Reduced · −17K sh | Q2 2026 | |
| 10 | Morgan Stanley | 451K | $15.8M | ▲+8.4% Added · +35K sh | Q1 2026 | |
| 11 | Charles Schwab Investment Management Inc | 398K | $14.0M | ▲+3.4% Added · +13K sh | Q1 2026 | |
| 12 | UBS Group AG | 383K | $13.4M | ▲+145% Added · +226K sh | Q1 2026 | |
| 13 | Raymond James Financial Inc | 368K | $12.8M | ▲+32% Added · +89K sh | Q1 2026 | |
| 14 | Bank Of America Corp | 325K | $11.4M | ▲+74% Added · +138K sh | Q1 2026 | |
| 15 | Emerald Mutual Fund Advisers Trust | 323K | $19.6M | —Held | Q2 2026 | |
| 16 | Fund 1 Investments, LLC | 289K | $10.2M | ▲22× Added · +276K sh | Q1 2026 | |
| 17 | T. Rowe Price Investment Management, Inc. | 288K | Withheld | ▲+0.4% Added · +1K sh | Q1 2026 | |
| 18 | Northern Trust Corp | 201K | $7.1M | ▼−0.4% Reduced · −884 sh | Q1 2026 | |
| 19 | Rockefeller Capital Management L.P. | 165K | $5.8M | ▲+27% Added · +35K sh | Q1 2026 | |
| 20 | Shay Capital LLC | 159K | $5.6M | ▲New +159K sh | Q1 2026 | |
| 21 | Bridgeway Capital Management, LLC | 157K | $5.5M | ▲+4.7% Added · +7K sh | Q1 2026 | |
| 22 | Goldman Sachs Group Inc | 138K | $4.8M | ▲+0.6% Added · +870 sh | Q1 2026 | |
| 23 | Burney Co | 126K | $7.7M | ▲+11% Added · +13K sh | Q2 2026 | |
| 24 | Bank of New York Mellon Corp | 121K | $4.2M | ▼−7.8% Reduced · −10K sh | Q1 2026 | |
| 25 | Millennium Management LLC | 121K | $4.2M | ▼−61% Reduced · −189K 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, 10 funds opened a new position in BJRI and 21 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 |
|---|---|---|
| Micron Technology IncMU | 90 funds | $22.2B |
| Microsoft CorpMSFT | 89 funds | $181.8B |
| Amazon.com IncAMZN | 89 funds | $132.0B |
| Broadcom IncAVGO | 88 funds | $104.6B |
| Nvidia CorpNVDA | 87 funds | $260.2B |
| Alphabet Inc-CL AGOOGL | 85 funds | $110.5B |
| Meta Platforms Inc-Class AMETA | 85 funds | $73.1B |
| Costco Wholesale CorpCOST | 85 funds | $27.9B |
| Ross Stores IncROST | 85 funds | $9.0B |
| Eli Lilly & CoLLY | 83 funds | $52.8B |
| Lam Research CorpLRCX | 83 funds | $21.7B |
| Unitedhealth Group IncUNH | 83 funds | $19.9B |
Ranked by how many of BJRI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BJRI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 3, 2026 | Richmond C Bradford | Director | Buy (P) | 500 | $30K |
| Sep 2, 2026 | Richmond C Bradford | Director | Buy (P) | 500 | $31K |
| Aug 31, 2026 | Richmond C Bradford | Director | Buy (P) | 753 | $48K |
| Aug 10, 2026 | Elbogen Noah A. | Director | Sell (S) | 8K | $529K |
| Aug 7, 2026 | Miller Kendra D | EVP & General Counsel | Sell (S) | 3K | $208K |
| Aug 6, 2026 | Miller Kendra D | EVP & General Counsel | Sell (S) | 10K | $708K |
| Aug 6, 2026 | Lynds Gregory S | EVP & Chief Dev. Officer | Sell (S) | 22K | $1.5M |
| Aug 3, 2026 | Lynds Gregory S | EVP & Chief Dev. Officer | Sell (S) | 25K | $1.7M |
| Jun 18, 2026 | Krakower Brian S | EVP & Chief Info. Officer | Sell (S) | 7K | $405K |
| Jun 18, 2026 | Miller Kendra D | EVP & General Counsel | Sell (S) 2 lots, same day | 19K | $1.1M |
| Jun 18, 2026 | Lynds Gregory S | EVP & Chief Dev. Officer | Sell (S) | 6K | $346K |
| Jun 18, 2026 | Elbogen Noah A. | Director | Sell (S) | 5K | $251K |
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 | 43 | 35 | – |
Insiders Form 4 open-market | 1 | 6 | -$8.0M |
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 BJRI
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/BJRI/capital-change-brief"
Use Arkolith's capital_change_brief for BJRI. 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 BJRI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.