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BJ's Wholesale Club Ownership | Who Owns BJ's Wholesale Club?

OverviewForecastRevenueFinancialsChartTranscripts

BJ's Wholesale Club Ownership Summary

BJ's Wholesale Club is owned by 102.65% institutional investors, 0.97% insiders. Fmr is the largest institutional shareholder, holding 10.11% of BJ shares. Victory Sycamore Established Value R is the top mutual fund, with 3.38% of its assets in BJ's Wholesale Club shares.

BJ Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockBJ's Wholesale Club102.65%0.97%-3.61%
SectorConsumer Defensive Stocks 51.56%13.97%34.47%
IndustryDiscount Stores Stocks 82.38%7.08%10.54%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Fmr13.39M10.11%$1.18B
Vanguard group13.19M9.96%$1.16B
Blackrock11.43M8.63%$1.00B
Victory capital management6.22M4.70%$546.54M
Amundi6.08M4.59%$523.43M
Morgan stanley5.03M3.80%$441.88M
Franklin resources4.43M3.34%$388.84M
Kayne anderson rudnick investment management4.19M3.16%$368.04M
State street4.00M3.02%$351.39M
River road asset management3.23M2.44%$283.54M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Walter public investments266.49K4.19%$23.41M
River road asset management3.23M4.07%$283.54M
Fiduciary management inc /wi/2.77M2.26%$243.01M
Tealwood asset management34.15K1.81%$3.00M
Timessquare capital management1.29M1.78%$113.05M
Game creek capital, lp38.00K1.71%$3.34M
Hallmark capital management205.63K1.44%$18.06M
Vista investment partners48.27K1.41%$4.24M
Renaissance group411.74K1.41%$36.17M
Amica mutual insurance161.11K1.41%$14.15M

Top Buyers

HolderShares% AssetsChange
Kayne anderson rudnick investment management4.19M0.90%2.57M
Morgan stanley5.03M0.03%2.19M
Norges bank1.42M0.02%1.42M
Two sigma investments, lp574.53K0.12%574.53K
Franklin resources4.43M0.12%512.83K

Top Sellers

HolderShares% AssetsChange
Fmr13.39M0.08%-1.78M
Thrivent financial for lutherans1.80M0.32%-1.33M
Marshall wace, llp---848.00K
Balyasny asset management---821.57K
River road asset management3.23M4.07%-674.68K

New Positions

HolderShares% AssetsChangeValue
Norges bank1.42M0.02%1.42M$125.07M
Two sigma investments, lp574.53K0.12%574.53K$50.47M
Corebridge financial168.17K0.08%168.17K$14.77M
Jennison associates140.16K0.01%140.16K$12.31M
Two sigma advisers, lp86.80K0.02%86.80K$7.62M

Sold Out

HolderChange
Tfo-tdc-3.00
Gradient investments-4.00
Financial gravity asset management-4.00
First pacific financial-5.00
Capital advisors-6.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20245371.32%135,934,386-0.79%1020.96%2858.78%173-6.49%
Jun 30, 20245305.37%137,016,7982.23%1031.01%2627.38%1856.32%
Mar 31, 20245037.25%134,027,554-1.88%1010.95%24417.87%174-5.95%
Dec 31, 2023469-1.47%136,588,945-1.29%1030.95%207-13.03%1859.47%
Sep 30, 20234761.49%138,367,8913.46%1031.03%23820.20%169-17.56%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Victory Sycamore Established Value R4.47M3.38%310.00K
iShares Core S&P Mid-Cap ETF4.18M3.15%2.26K
Vanguard Total Stock Mkt Idx Inv4.18M3.15%-15.75K
Vanguard Small Cap Index3.33M2.51%6.50K
Pioneer A3.20M2.41%337.56K
Pioneer US Large Core Equity3.20M2.41%141.59K
Putnam Large Cap Value A2.32M1.75%50.62K
Putnam US Large Cap Value Equity2.32M1.75%137.97K
Vanguard Small Cap Value Index Inv2.25M1.70%-776.00
Vanguard Institutional Extnd Mkt Idx Tr1.97M1.49%-12.15K

Recent Insider Transactions

DateNameRoleActivityValue
Dec 11, 2024McGrail Joseph SVP, ControllerSell$49.80K
Dec 02, 2024Eddy Robert W. President & CEOSell$167.42K
Dec 02, 2024Eddy Robert W. President & CEOSell$875.50K
Dec 02, 2024Eddy Robert W. President & CEOSell$7.77K
Nov 01, 2024Eddy Robert W. President & CEOSell$142.39K

Insider Transactions Trends

DateBuySell
2024 Q4-10
2024 Q3113
2024 Q2-10
2024 Q1-15
2023 Q4-5

BJ Ownership FAQ

Who Owns BJ's Wholesale Club?

BJ's Wholesale Club shareholders are primarily institutional investors at 102.65%, followed by 0.97% insiders and -3.62% retail investors. The average institutional ownership in BJ's Wholesale Club's industry, Discount Stores Stocks , is 82.38%, which BJ's Wholesale Club exceeds.

Who owns the most shares of BJ's Wholesale Club?

BJ's Wholesale Club’s largest shareholders are Fmr (13.39M shares, 10.11%), Vanguard group (13.19M shares, 9.96%), and Blackrock (11.43M shares, 8.63%). Together, they hold 28.71% of BJ's Wholesale Club’s total shares outstanding.

Does Blackrock own BJ's Wholesale Club?

Yes, BlackRock owns 8.63% of BJ's Wholesale Club, totaling 11.43M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 1B$. In the last quarter, BlackRock decreased its holdings by -313K shares, a -2.66% change.

Who is BJ's Wholesale Club’s biggest shareholder by percentage of total assets invested?

Walter public investments is BJ's Wholesale Club’s biggest shareholder by percentage of total assets invested, with 4.19% of its assets in 266.49K BJ's Wholesale Club shares, valued at 23.41M$.

Who is the top mutual fund holder of BJ's Wholesale Club shares?

Victory Sycamore Established Value R is the top mutual fund holder of BJ's Wholesale Club shares, with 3.38% of its total shares outstanding invested in 4.48M BJ's Wholesale Club shares.

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