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BHE Institutional Ownership

Benchmark Electronics, Inc.
1W: +0.5% 1M: -14.4% 3M: -4.3% YTD: +62.3% 1Y: +68.5% 3Y: +219.1% 5Y: +206.4%
$70.70
+3.75 (+5.60%)
Pre-Market: $70.97 (+0.27, +0.39%)
Weekly Expected Move ±5.5%
$59 $62 $66 $69 $73
NYSE · Technology · Hardware, Equipment & Parts · Tech Score Sell · Power 37 · $2.5B mcap · 35M float · 1.22% daily turnover · Short 37% of daily vol
Credit Risk of going bust: lower than 70% of companies Debt: 9.8% 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 $2.54B.
Distance to default 7.52 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $92.4M (short-term plus half of long-term), stock volatility 45.3%; Altman Z 3.60. 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.

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 (374 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BlackRock, Inc. 5,875,827 $415M +233,121 +4.1% 8Q SEC ↗
2 VANGUARD PORTFOLIO MANAGEMENT LLC 3,237,002 $229M +95,176 +3.0% 2Q SEC ↗
3 DIMENSIONAL FUND ADVISORS LP 2,231,999 $158M -262,576 -10.5% 102Q SEC ↗
4 AMERICAN CENTURY COMPANIES INC 1,870,433 $132M +380,335 +25.5% 15Q SEC ↗
5 EARNEST PARTNERS LLC 1,640,669 $116M -62,889 -3.7% 3Q SEC ↗
6 VANGUARD CAPITAL MANAGEMENT LLC 1,554,471 $110M -4,677 -0.3% 2Q SEC ↗
7 STATE STREET CORP 1,433,075 $101M +47,835 +3.5% 46Q SEC ↗
8 GEODE CAPITAL MANAGEMENT, LLC 1,060,219 $75M +157,560 +17.5% 92Q SEC ↗
9 FRANKLIN RESOURCES INC 1,052,975 $74M -1,707,701 -61.9% 22Q SEC ↗
10 Invesco Ltd. 1,013,064 $72M +688,736 +212.4% 81Q SEC ↗
11 GOLDMAN SACHS GROUP INC 941,227 $67M +573,772 +156.1% 15Q SEC ↗
12 Sixth Street Partners Management Compa NEW 591,485 $42M — +0.0% 1Q SEC ↗
13 CHARLES SCHWAB INVESTMENT MANAGEMENT I 591,485 $42M -55,530 -8.6% 15Q SEC ↗
14 WELLINGTON MANAGEMENT GROUP LLP 586,923 $41M -182,068 -23.7% 14Q SEC ↗
15 MORGAN STANLEY 540,153 $38M -58,480 -9.8% 60Q SEC ↗
16 TWO SIGMA INVESTMENTS, LP 490,220 $35M +79,962 +19.5% 4Q SEC ↗
17 Boston Partners 452,255 $32M -7,641 -1.7% 14Q SEC ↗
18 Nuveen, LLC 421,233 $30M +284,619 +208.3% 6Q SEC ↗
19 Allianz Asset Management GmbH 418,393 $30M +3,004 +0.7% 20Q SEC ↗
20 NORTHERN TRUST CORP 415,029 $29M +30,588 +8.0% 110Q SEC ↗
21 MASSACHUSETTS FINANCIAL SERVICES CO /M NEW 403,622 $29M — +0.0% 1Q SEC ↗
22 JANE STREET GROUP, LLC 389,284 $28M +82,655 +27.0% 4Q SEC ↗
23 FMR LLC 372,907 $26M +9,851 +2.7% 22Q SEC ↗
24 First Eagle Investment Management, LLC 350,964 $25M +54,395 +18.3% 13Q SEC ↗
25 Tributary Capital Management, LLC 344,987 $24M -52,477 -13.2% 33Q SEC ↗
26 JPMORGAN CHASE & CO 344,160 $24M +71,421 +26.2% 103Q SEC ↗
27 JENNISON ASSOCIATES LLC NEW 335,616 $24M — +0.0% 1Q SEC ↗
28 Bank of New York Mellon Corp 314,794 $22M +3,574 +1.1% 76Q SEC ↗
29 BRIDGEWAY CAPITAL MANAGEMENT, LLC 290,881 $21M +14,224 +5.1% 55Q SEC ↗
30 VANGUARD FIDUCIARY TRUST CO 245,763 $17M +16,619 +7.3% 2Q SEC ↗
31 Qube Research & Technologies Ltd 230,094 $16M -193,102 -45.6% 10Q SEC ↗
32 Aristotle Capital Boston, LLC 224,142 $16M -41,275 -15.6% 47Q SEC ↗
33 AMERIPRISE FINANCIAL INC 211,379 $15M -13,508 -6.0% 16Q SEC ↗
34 PRINCIPAL FINANCIAL GROUP INC 211,278 $15M +3,913 +1.9% 83Q SEC ↗
35 OBERWEIS ASSET MANAGEMENT INC 198,300 $14M -3,600 -1.8% 3Q SEC ↗
36 ENVESTNET ASSET MANAGEMENT INC 188,336 $13M -9,886 -5.0% 31Q SEC ↗
37 Empowered Funds, LLC 170,291 $12M +2,224 +1.3% 13Q SEC ↗
38 WELLS FARGO & COMPANY/MN 165,768 $12M +43,427 +35.5% 101Q SEC ↗
39 PRUDENTIAL FINANCIAL INC 165,113 $12M +112,830 +215.8% 99Q SEC ↗
40 KENNEDY CAPITAL MANAGEMENT LLC 164,563 $12M -111,676 -40.4% 12Q SEC ↗
41 MILLENNIUM MANAGEMENT LLC 136,679 $10M +87,813 +179.7% 18Q SEC ↗
42 TUDOR INVESTMENT CORP ET AL 133,869 $9M +53,014 +65.6% 4Q SEC ↗
43 SEGALL BRYANT & HAMILL, LLC 124,343 $9M +15,931 +14.7% 2Q SEC ↗
44 SEI INVESTMENTS CO 123,351 $9M +849 +0.7% 15Q SEC ↗
45 Public Sector Pension Investment Board 123,303 $9M -4,324 -3.4% 68Q SEC ↗
46 VICTORY CAPITAL MANAGEMENT INC 114,933 $8M -39,375 -25.5% 28Q SEC ↗
47 PEREGRINE CAPITAL MANAGEMENT LLC 114,375 $8M -9,974 -8.0% 6Q SEC ↗
48 BANK OF AMERICA CORP /DE 111,946 $8M +23,215 +26.2% 15Q SEC ↗
49 Man Group plc 109,394 $8M +13,248 +13.8% 7Q SEC ↗
50 NICOLA WEALTH MANAGEMENT LTD. 101,600 $7M — +0.0% 17Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
Invesco Ltd. +688,736 +212.4% 1,013,064
GOLDMAN SACHS GROUP INC +573,772 +156.1% 941,227
AMERICAN CENTURY COMPANIES INC +380,335 +25.5% 1,870,433
Nuveen, LLC +284,619 +208.3% 421,233
BlackRock, Inc. +233,121 +4.1% 5,875,827
GEODE CAPITAL MANAGEMENT, LLC +157,560 +17.5% 1,060,219
PRUDENTIAL FINANCIAL INC +112,830 +215.8% 165,113
VANGUARD PORTFOLIO MANAGEMENT LLC +95,176 +3.0% 3,237,002
MILLENNIUM MANAGEMENT LLC +87,813 +179.7% 136,679
JANE STREET GROUP, LLC +82,655 +27.0% 389,284
TWO SIGMA INVESTMENTS, LP +79,962 +19.5% 490,220
JPMORGAN CHASE & CO +71,421 +26.2% 344,160
First Eagle Investment Management, +54,395 +18.3% 350,964
TUDOR INVESTMENT CORP ET AL +53,014 +65.6% 133,869
STATE STREET CORP +47,835 +3.5% 1,433,075
WELLS FARGO & COMPANY/MN +43,427 +35.5% 165,768
OSAIC HOLDINGS, INC. +43,356 +30108.3% 43,500
LPL Financial LLC +40,921 +193.6% 62,061
Connor, Clark & Lunn Investment Man +37,507 +959.5% 41,416
STIFEL FINANCIAL CORP +32,828 +62.2% 85,591
Biggest Decreases (20)
HolderReducedChange %Total Shares
FRANKLIN RESOURCES INC -1,707,701 -61.9% 1,052,975
FIRST TRUST ADVISORS LP -582,094 -94.4% 34,453
DIMENSIONAL FUND ADVISORS LP -262,576 -10.5% 2,231,999
Qube Research & Technologies Ltd -193,102 -45.6% 230,094
WELLINGTON MANAGEMENT GROUP LLP -182,068 -23.7% 586,923
Focus Partners Wealth -138,040 -70.2% 58,550
KENNEDY CAPITAL MANAGEMENT LLC -111,676 -40.4% 164,563
INTECH INVESTMENT MANAGEMENT LLC -65,904 -81.1% 15,310
SG Capital Management LLC -63,502 -39.5% 97,415
EARNEST PARTNERS LLC -62,889 -3.7% 1,640,669
TEACHER RETIREMENT SYSTEM OF TEXAS -59,430 -41.0% 85,619
MORGAN STANLEY -58,480 -9.8% 540,153
CHARLES SCHWAB INVESTMENT MANAGEMEN -55,530 -8.6% 591,485
UBS Group AG -53,318 -45.6% 63,533
Tributary Capital Management, LLC -52,477 -13.2% 344,987
Vest Financial, LLC -42,930 -95.1% 2,195
D. E. Shaw & Co., Inc. -41,931 -73.7% 14,989
Aristotle Capital Boston, LLC -41,275 -15.6% 224,142
VICTORY CAPITAL MANAGEMENT INC -39,375 -25.5% 114,933
LAZARD ASSET MANAGEMENT LLC -39,182 -56.7% 29,957

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms