BYD

Boyd Gaming Corp Cross-source read
Consumer DiscretionaryCUSIP 103304101

Among active 13F managers last quarter, 6 opened and 22 added, while 26 reduced; the largest holder to move was Boston Partners (−15%). Over the last 180 days, 5 insiders sold and none bought, a net -$18.6M in open-market trades.

Tracked 13F holders
354
186 in Q2 2026 filings
13F value (tracked)
$3.8B
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
28 adding · 26 trimming
Insiders · Form 4 open-market, 180d
0 buying · 5 selling · -$18.6M
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Who owns BYD?

354 tracked 13F filers · ranked by shares held

354 tracked 13F filers disclose a position in BYD as of the latest SEC 13F filings, a combined $3.8B 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.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.5.5M
$486.7M
−0.7%
Reduced · −41K sh
Q2 2026
2Boston Partners2.8M
$226.7M
−15%
Reduced · −470K sh
Q1 2026
3Vanguard Portfolio Management LLC2.5M
$222.1M
−9.4%
Reduced · −262K sh
Q2 2026
4Vanguard Capital Management LLC2.4M
$209.8M
−1.2%
Reduced · −28K sh
Q2 2026
5Ariel Investments, LLC2.2M
$192.8M
−4.0%
Reduced · −92K sh
Q2 2026
6State Street Corp1.9M
$167.0M
−4.0%
Reduced · −78K sh
Q2 2026
7Geode Capital Management, LLC1.5M
$128.6M
−9.9%
Reduced · −161K sh
Q2 2026
8Arrowstreet Capital, Limited Partnership1.4M
$111.4M
−23%
Reduced · −400K sh
Q1 2026
9FMR LLC953K
$84.2M
−28%
Reduced · −372K sh
Q2 2026
10Quantinno Capital Management LP925K
$76.0M
+18%
Added · +142K sh
Q1 2026
11Victory Capital Management Inc893K
$73.4M
−7.8%
Reduced · −76K sh
Q1 2026
12Nuveen, LLC881K
$72.4M
−18%
Reduced · −199K sh
Q1 2026
13American Century Companies Inc859K
$70.6M
−5.6%
Reduced · −51K sh
Q1 2026
14JPMorgan Chase & Co817K
$65.5M
−7.3%
Reduced · −64K sh
Q1 2026
15Charles Schwab Investment Management Inc810K
$66.5M
−4.2%
Reduced · −36K sh
Q1 2026
16Channing Capital Management, LLC754K
$66.6M
−2.7%
Reduced · −21K sh
Q2 2026
17Franklin Templeton Inc754K
$62.0M
−44%
Reduced · −603K sh
Q1 2026
18Norges Bank689K
$58.8M
−1.8%
Reduced · −13K sh
Q4 2025
19Gotham Asset Management, LLC681K
$60.2M
−21%
Reduced · −177K sh
Q2 2026
20First Trust Advisors LP673K
$55.3M
+1.1%
Added · +7K sh
Q1 2026
21Morgan Stanley575K
$47.2M
−32%
Reduced · −267K sh
Q1 2026
22Bank Of America Corp569K
$46.8M
+8.8%
Added · +46K sh
Q1 2026
23Price T Rowe Associates Inc568K
Withheld
−5.5%
Reduced · −33K sh
Q2 2026
24Northern Trust Corp538K
$44.2M
+2.1%
Added · +11K sh
Q1 2026
25Bank of New York Mellon Corp502K
$41.3M
−1.6%
Reduced · −8K 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.

Is BYD being bought or sold by institutions?

Last quarter, 6 funds opened a new position in BYD and 22 added to an existing one, while 26 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
6
funds took a first position
Added
22
added to an existing position
Reduced
26
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own BYD also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT196 funds$235.9B
Amazon.com IncAMZN191 funds$173.7B
Nvidia CorpNVDA189 funds$340.9B
Meta Platforms Inc-Class AMETA185 funds$96.3B
Alphabet Inc-CL AGOOGL184 funds$140.0B
Apple IncAAPL183 funds$257.7B
Broadcom IncAVGO183 funds$137.6B
Eli Lilly & CoLLY183 funds$67.3B
Gilead Sciences IncGILD183 funds$17.5B
Alphabet Inc-CL CGOOG182 funds$112.4B
Mastercard Inc - AMA182 funds$45.3B
Lam Research CorpLRCX182 funds$32.2B

Ranked by how many of BYD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BYD.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$18.6M
5 insiders
Net · 180d
-$18.6M
7 open-market transactions
DateInsiderRoleActionSharesValue
Aug 24, 2026Johnson Marianne BoydDirector, 10% OwnerSell (S)12$984
Jul 28, 2026Hirsberg JoshCFO & TreasurerSell (S)13K$1.1M
Jun 9, 2026Clinton UriChief Legal Off. & SecretarySell (S)3K$304K
Jun 3, 2026Smith KeithPresident and CEO, DirectorSell (S)100K$8.6M
May 13, 2026Spadafor Christine J.DirectorSell (S)1K$100K
May 5, 2026Johnson Marianne BoydChairman, Director, 10% OwnerSell (S)63K$5.3M
May 1, 2026Johnson Marianne BoydChairman, Director, 10% OwnerSell (S)37K$3.2M
Feb 27, 2026Thompson Stephen S.Chief Administrative OfficerSell (S)20K$1.6M
Feb 26, 2026Hirsberg JoshCFO & TreasurerSell (S)24K$2.1M
Feb 18, 2026Boyd William RDirectorSell (S)30K$2.5M
Nov 7, 2025Boyd William RDirectorSell (S)20K$1.6M
Sep 4, 2025Johnson Marianne BoydExecutive Chairman, Director, 10% OwnerSell (S)100K$8.7M

Do institutions, insiders and Congress agree?

Mixed signals

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.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
3853
Insiders
Form 4 open-market
05-$18.6M
US House
STOCK Act trades
00$0
Sector rotation
BYD is in Consumer Discretionary, which smart money is rotating OUT OF
$8.8B

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.

Institutional ownership over time

186 tracked filers in Q2 2026 filingsstill filing
0171341Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $790.2M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
BYDthis pagecs354 funds$3.8B
103304BU4Corporate Bond - Domestic1 funds$183K
103304BV2Corporate Bond - Domestic1 funds$76K

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

Recent filings

15 most recent

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Connected entities for BYD

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Ask your agent what changed in BYD

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/BYD/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BYD.
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 BYD. Filings are public domain, sourced to SEC EDGAR.