BHE Institutional Ownership
Benchmark Electronics, Inc.
1W: -5.8%
1M: -18.7%
3M: -12.8%
YTD: +53.6%
1Y: +58.7%
3Y: +200.2%
5Y: +190.0%
$70.70
+3.75 (+5.60%)
After Hours: $76.70 (+6.00, +8.49%)
Weekly Expected Move ±5.5%
$59
$62
$66
$69
$73
Credit Risk of going bust: lower than 69% of companies Debt: 10.3% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.49 (down 99.3%), Benchmark Electronics, Inc. would be worth roughly what it owes.
Total debt $277.3M against a stock market value of $2.40B.
Distance to default 7.47 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $92.4M (short-term plus half of long-term), stock volatility 45.0%; Altman Z 3.53. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.49 (down 99.3%), Benchmark Electronics, Inc. would be worth roughly what it owes.
Total debt $277.3M against a stock market value of $2.40B.
Distance to default 7.47 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $92.4M (short-term plus half of long-term), stock volatility 45.0%; Altman Z 3.53. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — BHE
354
Institutional Holders
+61 vs prior quarter
0.0%
Ownership
+0.00pp
$4B
Total Invested
88
New Positions
103
Increased
128
Reduced
20
Closed
0.75
Put/Call Ratio
Ownership Trends
Top Institutional Holders (107 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CALIFORNIA STATE TEACHERS RETIREMENT S | 3,999,292 | $283M | +3,957,654 | +9504.9% | 2Q | SEC ↗ |
| 2 | STATE STREET CORP NEW | 1,433,075 | $101M | +1,433,075 | — | 1Q | SEC ↗ |
| 3 | GOLDMAN SACHS GROUP INC NEW | 941,227 | $67M | +941,227 | — | 1Q | SEC ↗ |
| 4 | Allianz Asset Management GmbH NEW | 418,393 | $30M | +418,393 | — | 1Q | SEC ↗ |
| 5 | First Eagle Investment Management, LLC NEW | 350,964 | $25M | +350,964 | — | 1Q | SEC ↗ |
| 6 | AMERIPRISE FINANCIAL INC NEW | 224,887 | $16M | +224,887 | — | 1Q | SEC ↗ |
| 7 | PRINCIPAL FINANCIAL GROUP INC NEW | 211,278 | $15M | +211,278 | — | 1Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC NEW | 188,336 | $13M | +188,336 | — | 1Q | SEC ↗ |
| 9 | WELLS FARGO & COMPANY/MN NEW | 122,341 | $9M | +122,341 | — | 1Q | SEC ↗ |
| 10 | PEREGRINE CAPITAL MANAGEMENT LLC | 114,375 | $8M | -9,974 | -8.0% | 2Q | SEC ↗ |
| 11 | Man Group plc NEW | 109,394 | $8M | +109,394 | — | 1Q | SEC ↗ |
| 12 | PDT Partners, LLC NEW | 70,494 | $5M | +70,494 | — | 1Q | SEC ↗ |
| 13 | HEARTLAND ADVISORS INC | 65,000 | $5M | -35,000 | -35.0% | 2Q | SEC ↗ |
| 14 | Jefferies Financial Group Inc. NEW | 58,800 | $4M | +58,800 | — | 1Q | SEC ↗ |
| 15 | WEDGE CAPITAL MANAGEMENT L L P/NC | 53,150 | $4M | +3,069 | +6.1% | 2Q | SEC ↗ |
| 16 | HSBC HOLDINGS PLC | 43,014 | $3M | +37,558 | +688.4% | 19Q | SEC ↗ |
| 17 | STATE BOARD OF ADMINISTRATION OF FLORI NEW | 42,437 | $3M | +42,437 | — | 1Q | SEC ↗ |
| 18 | Assenagon Asset Management S.A. NEW | 38,283 | $3M | +38,283 | — | 1Q | SEC ↗ |
| 19 | TEACHERS RETIREMENT SYSTEM OF THE STAT NEW | 36,029 | $3M | +36,029 | — | 1Q | SEC ↗ |
| 20 | NISA INVESTMENT ADVISORS, LLC NEW | 29,834 | $2M | +29,834 | — | 1Q | SEC ↗ |
| 21 | RENAISSANCE TECHNOLOGIES LLC NEW | 29,273 | $2M | +29,273 | — | 1Q | SEC ↗ |
| 22 | QUADRANT CAPITAL GROUP LLC NEW | 28,139 | $2M | +28,139 | — | 1Q | SEC ↗ |
| 23 | OPPENHEIMER ASSET MANAGEMENT INC. NEW | 26,688 | $2M | +26,688 | — | 1Q | SEC ↗ |
| 24 | Mariner, LLC | 26,579 | $2M | +18,262 | +219.6% | 2Q | SEC ↗ |
| 25 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 26,316 | $2M | +26,316 | — | 1Q | SEC ↗ |
| 26 | AZZAD ASSET MANAGEMENT INC /ADV | 25,864 | $2M | +1,253 | +5.1% | 2Q | SEC ↗ |
| 27 | MANUFACTURERS LIFE INSURANCE COMPANY, | 17,573 | $1M | +1,630 | +10.2% | 2Q | SEC ↗ |
| 28 | Uncommon Cents Investing Inc NEW | 16,370 | $1M | +16,370 | — | 1Q | SEC ↗ |
| 29 | Louisiana State Employees Retirement S | 15,800 | $1M | — | +0.0% | 2Q | SEC ↗ |
| 30 | INTECH INVESTMENT MANAGEMENT LLC NEW | 15,310 | $1M | +15,310 | — | 1Q | SEC ↗ |
| 31 | State of Alaska, Department of Revenue | 13,500 | $954K | +10,130 | +300.6% | 2Q | SEC ↗ |
| 32 | GUIDANCE CAPITAL, INC NEW | 12,901 | $912K | +12,901 | — | 1Q | SEC ↗ |
| 33 | Corient Private Wealth LP NEW | 12,325 | $871K | +12,325 | — | 1Q | SEC ↗ |
| 34 | FIRST NATIONAL BANK OF OMAHA NEW | 11,542 | $816K | +11,542 | — | 1Q | SEC ↗ |
| 35 | YOUSIF CAPITAL MANAGEMENT, LLC NEW | 9,078 | $642K | +9,078 | — | 1Q | SEC ↗ |
| 36 | Envestnet Portfolio Solutions, Inc. NEW | 8,513 | $602K | +8,513 | — | 1Q | SEC ↗ |
| 37 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SC | 8,508 | $602K | -315 | -3.6% | 2Q | SEC ↗ |
| 38 | Inspire Investing, LLC NEW | 7,717 | $546K | +7,717 | — | 1Q | SEC ↗ |
| 39 | Summit Global Investments NEW | 7,671 | $542K | +7,671 | — | 1Q | SEC ↗ |
| 40 | Crossmark Global Holdings, Inc. NEW | 6,982 | $494K | +6,982 | — | 1Q | SEC ↗ |
| 41 | Hilltop Holdings Inc. NEW | 6,350 | $449K | +6,350 | — | 1Q | SEC ↗ |
| 42 | ALGERT GLOBAL LLC NEW | 6,140 | $434K | +6,140 | — | 1Q | SEC ↗ |
| 43 | Integrated Investment Consultants, LLC | 5,446 | $385K | -27 | -0.5% | 3Q | SEC ↗ |
| 44 | Schonfeld Strategic Advisors LLC NEW | 5,408 | $382K | +5,408 | — | 1Q | SEC ↗ |
| 45 | CAPSTONE INVESTMENT ADVISORS, LLC NEW | 5,400 | $382K | +5,400 | — | 1Q | SEC ↗ |
| 46 | ProShare Advisors LLC NEW | 5,141 | $363K | +5,141 | — | 1Q | SEC ↗ |
| 47 | Pathstone Holdings, LLC NEW | 4,721 | $334K | +4,721 | — | 1Q | SEC ↗ |
| 48 | Trust Point Inc. | 4,385 | $310K | +4,187 | +2114.6% | 2Q | SEC ↗ |
| 49 | Whalen Wealth Management Inc. | 4,336 | $307K | -2,364 | -35.3% | 2Q | SEC ↗ |
| 50 | GAMMA Investing LLC | 4,243 | $300K | +378 | +9.8% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| STATE STREET CORP | 1,433,075 | $101M |
| GOLDMAN SACHS GROUP INC | 941,227 | $67M |
| Allianz Asset Management GmbH | 418,393 | $30M |
| First Eagle Investment Management, | 350,964 | $25M |
| AMERIPRISE FINANCIAL INC | 224,887 | $16M |
| PRINCIPAL FINANCIAL GROUP INC | 211,278 | $15M |
| ENVESTNET ASSET MANAGEMENT INC | 188,336 | $13M |
| WELLS FARGO & COMPANY/MN | 122,341 | $9M |
| Man Group plc | 109,394 | $8M |
| PDT Partners, LLC | 70,494 | $5M |
| Jefferies Financial Group Inc. | 58,800 | $4M |
| STATE BOARD OF ADMINISTRATION OF FL | 42,437 | $3M |
| Assenagon Asset Management S.A. | 38,283 | $3M |
| TEACHERS RETIREMENT SYSTEM OF THE S | 36,029 | $3M |
| NISA INVESTMENT ADVISORS, LLC | 29,834 | $2M |
| RENAISSANCE TECHNOLOGIES LLC | 29,273 | $2M |
| QUADRANT CAPITAL GROUP LLC | 28,139 | $2M |
| OPPENHEIMER ASSET MANAGEMENT INC. | 26,688 | $2M |
| NEW YORK STATE COMMON RETIREMENT FU | 26,316 | $2M |
| Uncommon Cents Investing Inc | 16,370 | $1M |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (12)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMEN | +3,957,654 | +9504.9% | 3,999,292 |
| HSBC HOLDINGS PLC | +38,203 | +1400.4% | 40,931 |
| Mariner, LLC | +18,262 | +219.6% | 26,579 |
| State of Alaska, Department of Reve | +10,130 | +601.2% | 11,815 |
| Trust Point Inc. | +4,187 | +4229.3% | 4,286 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | +3,069 | +6.1% | 53,150 |
| MANUFACTURERS LIFE INSURANCE COMPAN | +1,630 | +10.2% | 17,573 |
| AZZAD ASSET MANAGEMENT INC /ADV | +1,253 | +5.1% | 25,864 |
| Vest Financial, LLC | +1,099 | +50.1% | 3,294 |
| GAMMA Investing LLC | +378 | +9.8% | 4,243 |
| Moran Wealth Management, LLC | +74 | +1.8% | 4,081 |
| FARMERS & MERCHANTS INVESTMENTS INC | +13 | +61.9% | 34 |
Biggest Decreases (14)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| HEARTLAND ADVISORS INC | -35,000 | -35.0% | 65,000 |
| PEREGRINE CAPITAL MANAGEMENT LLC | -9,974 | -8.0% | 114,375 |
| Whalen Wealth Management Inc. | -2,364 | -35.3% | 4,336 |
| Fifth Third Wealth Advisors LLC | -1,351 | -33.4% | 2,691 |
| Ifrah Financial Services, Inc. | -1,303 | -29.9% | 3,049 |
| HSBC HOLDINGS PLC | -645 | -23.6% | 2,083 |
| Parkside Financial Bank & Trust | -369 | -20.8% | 1,409 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC | -315 | -3.6% | 8,508 |
| Farther Finance Advisors, LLC | -81 | -11.6% | 616 |
| Freestone Grove Partners LP | -50 | -21.2% | 186 |
| Integrated Investment Consultants, | -27 | -0.5% | 5,446 |
| MassMutual Private Wealth & Trust, | -16 | -6.6% | 228 |
| MJT & Associates Financial Advisory | -15 | -21.1% | 56 |
| Abound Wealth Management | -2 | -25.0% | 6 |