| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | DONALD SMITH & CO., INC. | $57.5M | 3.0M | ▼−0.9% Reduced · −28K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $55.5M | 2.9M | ▼−3.4% Reduced · −100K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $23.7M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $23.3M | 1.2M | ▲+8.8% Added · +97K sh | Q1 2026 | |
| 5 | Wealthspire Advisors, LLC | $21.5M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 6 | DIMENSIONAL FUND ADVISORS LP | $19.2M | 1000K | ▲+5.4% Added · +51K sh | Q1 2026 | |
| 7 | Mill Road Capital Management LLC | $16.1M | 838K | ▲+0.4% Added · +4K sh | Q1 2026 | |
| 8 | LAKEWOOD CAPITAL MANAGEMENT, LP | $15.0M | 778K | ▲+11% Added · +77K sh | Q1 2026 | |
| 9 | First Eagle Investment Management, LLC | $13.4M | 695K | ▼−1.0% Reduced · −7K sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $12.9M | 670K | ▲+3.0% Added · +20K sh | Q1 2026 | |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $12.6M | 655K | ▼−3.5% Reduced · −24K sh | Q1 2026 | |
| 12 | Nokomis Capital, L.L.C. | $11.6M | 601K | ▼−4.1% Reduced · −26K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $10.3M | 533K | ▼−12% Reduced · −75K sh | Q1 2026 | |
| 14 | STOREBRAND ASSET MANAGEMENT AS | $7.5M | 389K | ▲+41% Added · +113K sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $6.5M | 335K | ▲+13% Added · +40K sh | Q1 2026 | |
| 16 | AMERIPRISE FINANCIAL INC | $6.0M | 311K | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 17 | Oakum Bay Capital LLC | $6.0M | 311K | ▲+18% Added · +47K sh | Q1 2026 | |
| 18 | AMERICAN CENTURY COMPANIES INC | $6.0M | 309K | ▲+114% Added · +165K sh | Q1 2026 | |
| 19 | VANGUARD PORTFOLIO MANAGEMENT LLC | $5.8M | 303K | ▲New +303K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $4.8M | 249K | ▼−0.6% Reduced · −1K sh | Q1 2026 | |
| 21 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $4.2M | 219K | ▲+817% Added · +195K sh | Q1 2026 | |
| 22 | PEREGRINE CAPITAL MANAGEMENT LLC | $4.0M | 207K | ▼−8.8% Reduced · −20K sh | Q1 2026 | |
| 23 | UBS Group AG | $3.7M | 193K | ▼−64% Reduced · −345K sh | Q1 2026 | |
| 24 | CITIGROUP INC | $3.6M | 187K | ▲+118% Added · +101K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $3.4M | 175K | ▲New +175K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 50 funds | $23.1B |
| AMAZON.COM INCAMZN | 50 funds | $17.6B |
| ALPHABET INC-CL AGOOGL | 50 funds | $15.2B |
| ELI LILLY & COLLY | 49 funds | $6.1B |
| BANK OF AMERICA CORPBAC | 49 funds | $2.2B |
| UNITEDHEALTH GROUP INCUNH | 49 funds | $2.1B |
| APPLE INCAAPL | 48 funds | $28.2B |
| BROADCOM INCAVGO | 48 funds | $12.4B |
| META PLATFORMS INC-CLASS AMETA | 48 funds | $12.1B |
| JPMORGAN CHASE & COJPM | 48 funds | $7.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 48 funds | $4.9B |
| ORACLE CORPORCL | 48 funds | $3.6B |
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 |
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.