BJs Wholesale Club Holdings Inc (BJ) Ownership

95.21 ↓1.09 (-1.13%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

FMR Inc is the biggest individual institutional holder of BJs Wholesale Club Holdings Inc (BJ), owning a total of 14.4 million shares. Combined, the top 38 institutional holders of BJ own 103.84% of the company with a total of 137.9 million shares.

In the latest ownership report on September 30th 2024, the top 38 institutional holders increased their combined ownership of BJ by 3.1 million shares. 5 institutions bought 5,066,942 total additional shares and increased their ownership by an average of 27.82%. However 6 institutions sold 1,941,901 total shares and decreased their ownership by an average of 12.25%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of BJs Wholesale Club Holdings increased by a net total of 3,125,041 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
FMR Inc	10.829%	7.218%	14,357,118	966,528	2024-09-30
Vanguard Group Inc	9.925%	-0.197%	13,159,232	-25,909	2024-09-30
Franklin Resources Inc	5.565%	66.682%	7,378,540	2,951,826	2024-09-30
Victory Capital Management Inc.	4.857%	3.494%	6,439,358	217,385	2024-09-30
River Road Asset Management, LLC	2.169%	-10.931%	2,875,078	-352,844	2024-09-30
Massachusetts Financial Services Company	1.801%	60.098%	2,387,592	896,263	2024-09-30
Geode Capital Management, LLC	1.671%	1.602%	2,215,356	34,940	2024-09-30
ClearBridge Advisors, LLC	1.572%	-21.392%	2,084,630	-567,297	2024-09-30
Fiduciary Management, Inc. of Milwaukee	1.515%	-27.418%	2,008,011	-758,518	2024-09-30
Thrivent Financial For Lutherans	1.223%	-9.923%	1,621,231	-178,605	2024-09-30
Principal Financial Group Inc	1.181%	-3.615%	1,566,053	-58,728	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
FMR Inc	10.829%	7.218%	14,357,118	966,528	2024-09-30
Vanguard Group Inc	9.925%	-0.197%	13,159,232	-25,909	2024-09-30
BlackRock Inc	8.622%	-2.665%	11,431,577	-312,975	2024-06-30
Morgan Stanley - Brokerage Accounts	7.588%	77.295%	10,060,964	4,386,246	2024-06-30
Franklin Resources Inc	5.565%	66.682%	7,378,540	2,951,826	2024-09-30
Victory Capital Management Inc.	4.857%	3.494%	6,439,358	217,385	2024-09-30
Amundi	4.584%	0.199%	6,078,024	12,040	2024-06-30
Kayne Anderson Rudnick Investment Management LLC	3.160%	158.922%	4,189,932	2,571,709	2024-06-30
State Street Corporation	3.068%	2.579%	4,071,261	102,338	2024-03-31
State Street Corp	3.017%	-1.743%	4,000,302	-70,959	2024-06-30
Putnam Investments, LLC., a Franklin Templeton com	2.749%	4.301%	3,647,981	150,414	2023-12-31
Putnam Investments LLC	2.744%	4.301%	3,647,981	150,414	2023-12-31
Bessemer Group Inc	2.269%	-3.551%	3,008,154	-110,759	2024-06-30
River Road Asset Management, LLC	2.169%	-10.931%	2,875,078	-352,844	2024-09-30
JPMorgan Chase & Co	2.015%	-7.870%	2,670,930	-228,162	2024-06-30
Holocene Advisors, LP	1.867%	18.934%	2,496,289	397,404	2023-03-31
Massachusetts Financial Services Company	1.801%	60.098%	2,387,592	896,263	2024-09-30
Geode Capital Management, LLC	1.671%	1.602%	2,215,356	34,940	2024-09-30
Marshall Wace Asset Management Ltd	1.572%	162.637%	2,113,286	1,308,643	2022-09-30
ClearBridge Advisors, LLC	1.572%	-21.392%	2,084,630	-567,297	2024-09-30
Fiduciary Management, Inc. of Milwaukee	1.515%	-27.418%	2,008,011	-758,518	2024-09-30
Eaton Vance Management	1.427%	0.734%	1,910,729	13,928	2022-09-30
Renaissance Technologies Corp	1.347%	0.738%	1,801,953	13,200	2023-06-30
Amvescap Plc.	1.312%	-7.953%	1,739,694	-150,305	2024-06-30
T. Rowe Price Associates, Inc.	1.261%	-2.324%	1,695,242	-40,333	2022-09-30
Ameriprise Financial Inc	1.266%	38.300%	1,688,394	467,575	2023-09-30
Dimensional Fund Advisors, Inc.	1.250%	-3.637%	1,680,925	-63,444	2022-09-30
TimesSquare Capital Management, LLC	1.241%	10.210%	1,650,167	152,870	2023-12-31
Artisan Partners Limited Partnership	1.237%	-1.575%	1,644,495	-26,315	2023-12-31
Bank of America Corp	1.233%	14.668%	1,634,984	209,136	2024-06-30
Citadel Advisors Llc	1.221%	182.887%	1,622,798	1,049,143	2023-09-30
Thrivent Financial For Lutherans	1.223%	-9.923%	1,621,231	-178,605	2024-09-30
Fidelity International Ltd	1.207%	3.041%	1,600,479	47,237	2024-06-30
Principal Financial Group Inc	1.181%	-3.615%	1,566,053	-58,728	2024-09-30
Macquarie Group Ltd	1.130%	-18.704%	1,517,946	-349,226	2022-12-31
Lord, Abbett & Co LLC	1.073%	-12.939%	1,425,441	-211,853	2023-12-31
Balyasny Asset Management LLC	1.048%	90.128%	1,408,597	667,730	2022-06-30
Millennium Management LLC	1.025%	268.179%	1,377,536	1,003,388	2022-06-30

Mutual Fund Ownership

Small Mid Cap Growth CIT C is the biggest individual fund holder of BJs Wholesale Club Holdings Inc (BJ), owning a total of 24.8 million shares. Combined, the top 43 mutual fund holders of BJ own 73.79% of the company with a total of 98.4 million shares.

In the latest ownership report on October 31st 2024, the top 43 fund holders increased their combined ownership of BJ by 35 thousand shares. 2 funds bought 8,756 total additional shares and increased their ownership by an average of 0.12%. However 4 funds sold 44,043 total shares and decreased their ownership by an average of 0.62%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding BJs Wholesale Club Holdings decreased by a net total of -35,287 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.151%	0.054%	4,178,207	2,256	2024-10-31
Vanguard Total Stock Mkt Idx Inv	3.150%	-0.376%	4,176,429	-15,749	2024-10-31
Vanguard Small Cap Index	2.511%	0.196%	3,328,542	6,500	2024-10-31
Vanguard Small Cap Value Index Inv	1.696%	-0.035%	2,248,643	-776	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.489%	-0.612%	1,973,948	-12,149	2024-10-31
SPDR® S&P MIDCAP 400 ETF Trust	0.787%	-1.451%	1,043,799	-15,369	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Small Mid Cap Growth CIT C	18.423%	9,794.410%	24,754,919	24,504,728	2022-12-31
Victory Sycamore Established Value R	3.375%	7.443%	4,475,000	310,000	2024-09-30
iShares Core S&P Mid-Cap ETF	3.151%	0.054%	4,178,207	2,256	2024-10-31
Vanguard Total Stock Mkt Idx Inv	3.150%	-0.376%	4,176,429	-15,749	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.109%	1.541%	4,157,725	63,084	2023-03-31
Sapphire Star Capital Small Cap Growth	2.801%	1,560,500.000%	3,745,437	3,745,197	2023-06-30
Vanguard Small Cap Index	2.511%	0.196%	3,328,542	6,500	2024-10-31
Pioneer A	2.411%	11.806%	3,196,779	337,557	2024-09-30
Pioneer US Large Core Equity	2.411%	4.634%	3,196,779	141,585	2024-09-30
Putnam US Large Cap Value Equity	1.753%	6.312%	2,323,747	137,972	2024-09-30
Putnam Large Cap Value A	1.753%	2.227%	2,323,747	50,621	2024-09-30
Vanguard Small Cap Value Index Inv	1.696%	-0.035%	2,248,643	-776	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.489%	-0.612%	1,973,948	-12,149	2024-10-31
Vanguard Extended Market Index Investor	1.397%	0.214%	1,868,051	3,983	2023-08-31
Amundi Fds US Pioneer A USD C	1.307%	7.982%	1,733,181	128,119	2024-09-30
Fidelity Advisor Growth Opps M	1.292%	74.427%	1,713,400	731,100	2024-09-30
Select Retailing	1.182%	6.772%	1,576,600	100,000	2023-11-30
Fidelity® Low-Priced Stock	1.129%	-0.104%	1,505,443	-1,567	2023-10-31
Fidelity® Select Retailing	1.107%	0.000%	1,476,600	0	2023-10-31
MFS Mid Cap Value Equity	1.018%	18.760%	1,349,660	213,200	2024-09-30
MFS Mid Cap Value A	1.018%	18.760%	1,349,660	213,200	2024-09-30
Vanguard Explorer Inv	1.003%	-10.142%	1,329,640	-150,071	2024-06-30
Fidelity Low-Priced Stock	0.977%	-0.096%	1,295,147	-1,248	2024-06-30
JPMorgan Small Cap Equity A	0.851%	0.000%	1,134,667	0	2023-12-31
JPM US Small Cap Core-Composite	0.853%	-1.262%	1,134,667	-14,500	2023-12-31
VIP Mid Cap Initial	0.839%	0.000%	1,118,799	0	2023-10-31
Fidelity® VIP Mid Cap Initial	0.839%	0.000%	1,118,799	0	2023-10-31
Strategic Advisers Fidelity US TtlStk	0.841%	15.610%	1,114,651	150,500	2024-09-30
American Funds SMALLCAP World A	0.834%	0.000%	1,106,224	0	2024-09-30
Fidelity Select Retailing	0.832%	16.250%	1,103,100	154,200	2024-09-30
Fidelity America A-Dis	0.829%	0.176%	1,098,451	1,926	2024-08-31
SPDR® S&P MIDCAP 400 ETF Trust	0.787%	-1.451%	1,043,799	-15,369	2024-10-31
FMI Common Stock Investor	0.762%	-28.369%	1,010,000	-400,000	2024-09-30
ClearBridge Small Cap Growth A	0.743%	-12.689%	985,326	-143,200	2024-09-30
ClearBridge Small Cap Growth	0.743%	-3.929%	985,326	-40,300	2024-09-30
iShares S&P Mid-Cap 400 Value ETF	0.701%	-0.333%	942,008	-3,150	2022-11-30
T. Rowe Price QM US Small-Cap Gr Eq	0.626%	-2.805%	842,100	-24,300	2022-09-30
Invesco Discovery Mid Cap Growth Y	0.580%	2.641%	779,925	20,070	2022-10-31
Invesco Mid Cap Growth	0.565%	0.000%	759,855	759,855	2022-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.541%	2.613%	726,456	18,500	2023-06-30
State St S&P Midcap® Indx SL Cl II	0.533%	0.887%	716,544	6,300	2023-05-31
Fidelity® Extended Market Index	0.516%	0.572%	693,809	3,949	2023-03-31
Old Westbury Small & Mid Cap Strategies	0.509%	10.063%	683,532	62,495	2023-01-31