167 tracked 13F filers disclose a position in BZH as of the latest SEC 13F filings, a combined $484.2M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $55.5M | 2.9M | ▼−3.4% Reduced · −100K sh | Q1 2026 | |
| 2 | DONALD SMITH & CO., INC. | $78.9M | 2.8M | ▼−5.8% Reduced · −172K sh | Q2 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $23.7M | 1.2M | →First observed position No prior filed position | Q1 2026 | |
| 4 | Wealthspire Advisors, LLC | $21.5M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $31.3M | 1.1M | ▼−7.8% Reduced · −95K sh | Q2 2026 | |
| 6 | DIMENSIONAL FUND ADVISORS LP | $19.2M | 1000K | ▲+5.4% Added · +51K sh | Q1 2026 | |
| 7 | Mill Road Capital Management LLC | $23.6M | 841K | ▲+0.4% Added · +3K sh | Q2 2026 | |
| 8 | LAKEWOOD CAPITAL MANAGEMENT, LP | $15.0M | 778K | ▲+11% Added · +77K sh | Q1 2026 | |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $12.6M | 655K | ▼−3.5% Reduced · −24K sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $18.3M | 652K | ▼−2.7% Reduced · −18K sh | Q2 2026 | |
| 11 | MORGAN STANLEY | $10.3M | 533K | ▼−12% Reduced · −75K sh | Q1 2026 | |
| 12 | Nokomis Capital, L.L.C. | $14.3M | 509K | ▼−15% Reduced · −92K sh | Q2 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $6.5M | 335K | ▲+13% Added · +40K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $6.0M | 311K | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 15 | Oakum Bay Capital LLC | $6.0M | 311K | ▲+18% Added · +47K sh | Q1 2026 | |
| 16 | AMERICAN CENTURY COMPANIES INC | $6.0M | 309K | ▲+114% Added · +165K sh | Q1 2026 | |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | $5.8M | 303K | →First observed position No prior filed position | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $4.8M | 249K | ▼−0.6% Reduced · −1K sh | Q1 2026 | |
| 19 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $4.2M | 219K | ▲+817% Added · +195K sh | Q1 2026 | |
| 20 | Governors Lane LP | $6.1M | 217K | ▲New +217K sh | Q2 2026 | |
| 21 | PEREGRINE CAPITAL MANAGEMENT LLC | $4.0M | 207K | ▼−8.8% Reduced · −20K sh | Q1 2026 | |
| 22 | UBS Group AG | $3.7M | 193K | ▼−64% Reduced · −345K sh | Q1 2026 | |
| 23 | CITIGROUP INC | $3.6M | 187K | ▲+118% Added · +101K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $3.4M | 175K | →First observed position No prior filed position | Q1 2026 | |
| 25 | AQR CAPITAL MANAGEMENT LLC | $3.3M | 172K | ▲+0.3% Added · +512 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, 11 funds opened a new position in BZH and 20 added to an existing one, while 18 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 79 funds | $234.7B |
| MICROSOFT CORPMSFT | 79 funds | $158.3B |
| ALPHABET INC-CL AGOOGL | 79 funds | $86.1B |
| AMAZON.COM INCAMZN | 78 funds | $113.0B |
| BANK OF AMERICA CORPBAC | 78 funds | $19.0B |
| APPLE INCAAPL | 77 funds | $173.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 77 funds | $21.9B |
| UNITEDHEALTH GROUP INCUNH | 76 funds | $17.9B |
| META PLATFORMS INC-CLASS AMETA | 75 funds | $67.5B |
| ELI LILLY & COLLY | 75 funds | $47.3B |
| JPMORGAN CHASE & COJPM | 75 funds | $34.5B |
| BROADCOM INCAVGO | 74 funds | $93.8B |
Ranked by how many of BZH's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 9, 2025 | KELLEY JOHN J III | Director | Buy (P) | 10K | $215K |
| Feb 13, 2025 | SHEPHERD DANNY R | Director | Buy (P) | 4K | $100K |
| Feb 10, 2025 | Provencio Norma Ann | Director | Buy (P) | 5K | $110K |
| Feb 10, 2025 | Johnson Lloyd Emerson | Director | Buy (P) | 23K | $500K |
| Feb 7, 2025 | Goldberg David I | SVP, Chief Financial Officer | Buy (P) | 443 | $10K |
| Feb 7, 2025 | MERRILL ALLAN P | Chairman, President and CEO, Director | Buy (P) | 5K | $109K |
| Feb 7, 2025 | Dunn Michael Anthony | SVP, GC and Corp Secretary | Buy (P) | 447 | $10K |
| Feb 7, 2025 | Dunn Michael Anthony | SVP, GC and Corp Secretary | Buy (P) | 2 | $45 |
| Feb 7, 2025 | Johnson Lloyd Emerson | Director | Buy (P) | 23K | $510K |
| Nov 12, 2024 | Goldberg David I | SVP, Chief Financial Officer | Sell (S) | 4K | $118K |
| Nov 12, 2024 | Goldberg David I | SVP, Chief Financial Officer | Sell (S) | 2K | $76K |
| Jul 16, 2024 | Belknap Keith L Jr | EVP, General Counsel | Sell (S) | 81K | $2.7M |
| Class | 13F holders | Value held |
|---|---|---|
| BZHthis pagecs | 167 funds | $484.2M |
| 07556Q105COMMON STOCK | 1 funds | $3 |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for BZH
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/BZH/capital-change-brief"
Use Arkolith's capital_change_brief for BZH. 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 BZH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.