BJ Institutional Ownership
BJ's Wholesale Club Holdings, Inc.
1W: +2.7%
1M: +8.6%
3M: +5.1%
YTD: +14.4%
1Y: +14.6%
3Y: +51.8%
5Y: +79.1%
$105.12
-1.24 (-1.17%)
Weekly Expected Move ±4.4%
$96
$101
$106
$111
$115
Credit Risk of going bust: lower than 83% of companies Debt: 17.3% 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 $0.67 (down 99.4%), BJ's Wholesale Club Holdings, Inc. would be worth roughly what it owes.
Total debt $2.77B against a stock market value of $13.28B.
Distance to default 10.63 (Merton model): prices to 2026-10-27, balance sheet 2026-08-01, debt counted $617.5M (short-term plus half of long-term), stock volatility 30.6%; Altman Z'' 1.08. 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 $0.67 (down 99.4%), BJ's Wholesale Club Holdings, Inc. would be worth roughly what it owes.
Total debt $2.77B against a stock market value of $13.28B.
Distance to default 10.63 (Merton model): prices to 2026-10-27, balance sheet 2026-08-01, debt counted $617.5M (short-term plus half of long-term), stock volatility 30.6%; Altman Z'' 1.08. 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 — BJ
727
Institutional Holders
+23 vs prior quarter
0.0%
Ownership
+0.00pp
$12B
Total Invested
104
New Positions
224
Increased
321
Reduced
85
Closed
1.07
Put/Call Ratio
Ownership Trends
Top Institutional Holders (782 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 12,468,509 | $1.3B | +55,755 | +0.4% | 8Q | SEC ↗ |
| 2 | FMR LLC | 9,798,026 | $1.0B | +2,473,075 | +33.8% | 33Q | SEC ↗ |
| 3 | VICTORY CAPITAL MANAGEMENT INC | 9,479,369 | $996M | -1,774,812 | -15.8% | 30Q | SEC ↗ |
| 4 | FRANKLIN RESOURCES INC | 8,350,367 | $878M | +1,229,956 | +17.3% | 22Q | SEC ↗ |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5,936,760 | $624M | -153,923 | -2.5% | 2Q | SEC ↗ |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 5,787,291 | $608M | -105,331 | -1.8% | 2Q | SEC ↗ |
| 7 | STATE STREET CORP | 5,198,701 | $546M | -276,954 | -5.1% | 32Q | SEC ↗ |
| 8 | River Road Asset Management, LLC | 3,374,396 | $355M | -129,077 | -3.7% | 28Q | SEC ↗ |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | 3,282,291 | $345M | +436,827 | +15.4% | 16Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 3,217,653 | $338M | +74,280 | +2.4% | 32Q | SEC ↗ |
| 11 | KAYNE ANDERSON RUDNICK INVESTMENT MANA | 2,974,555 | $313M | -571,154 | -16.1% | 14Q | SEC ↗ |
| 12 | Capital International Investors | 2,709,266 | $285M | +513,644 | +23.4% | 22Q | SEC ↗ |
| 13 | JPMORGAN CHASE & CO | 2,691,435 | $283M | -89,173 | -3.2% | 33Q | SEC ↗ |
| 14 | AQR CAPITAL MANAGEMENT LLC | 2,616,277 | $275M | +2,146,045 | +456.4% | 9Q | SEC ↗ |
| 15 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 2,596,063 | $273M | -712,950 | -21.5% | 11Q | SEC ↗ |
| 16 | MORGAN STANLEY | 2,369,361 | $249M | -1,062,948 | -31.0% | 33Q | SEC ↗ |
| 17 | DIMENSIONAL FUND ADVISORS LP | 2,140,737 | $225M | +226,176 | +11.8% | 30Q | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 2,059,727 | $217M | -609,325 | -22.8% | 33Q | SEC ↗ |
| 19 | D. E. Shaw & Co., Inc. | 1,709,852 | $180M | +1,125,601 | +192.7% | 19Q | SEC ↗ |
| 20 | Clearbridge Investments, LLC | 1,668,287 | $175M | -70,343 | -4.0% | 33Q | SEC ↗ |
| 21 | NORGES BANK NEW | 1,505,980 | $158M | — | +0.0% | 1Q | SEC ↗ |
| 22 | BESSEMER GROUP INC | 1,394,442 | $147M | -317,144 | -18.5% | 19Q | SEC ↗ |
| 23 | GOLDMAN SACHS GROUP INC | 1,258,099 | $132M | +732,290 | +139.3% | 15Q | SEC ↗ |
| 24 | BANK OF AMERICA CORP /DE | 1,246,094 | $131M | -374,071 | -23.1% | 15Q | SEC ↗ |
| 25 | NORTHERN TRUST CORP | 1,144,688 | $120M | +18,982 | +1.7% | 33Q | SEC ↗ |
| 26 | Amundi | 1,122,060 | $118M | +270,253 | +31.7% | 21Q | SEC ↗ |
| 27 | ALLIANCEBERNSTEIN L.P. | 1,104,127 | $116M | -288,908 | -20.7% | 33Q | SEC ↗ |
| 28 | TWO SIGMA INVESTMENTS, LP | 1,066,972 | $112M | +996,360 | +1411.0% | 4Q | SEC ↗ |
| 29 | UBS Group AG | 1,033,283 | $109M | +147,398 | +16.6% | 33Q | SEC ↗ |
| 30 | FIDUCIARY MANAGEMENT INC /WI | 988,158 | $104M | +298,758 | +43.3% | 20Q | SEC ↗ |
| 31 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 951,799 | $100M | +594 | +0.1% | 15Q | SEC ↗ |
| 32 | Sixth Street Partners Management Compa NEW | 951,799 | $100M | — | +0.0% | 1Q | SEC ↗ |
| 33 | Boston Trust Walden Corp | 882,941 | $93M | -29,451 | -3.2% | 15Q | SEC ↗ |
| 34 | GW&K Investment Management, LLC | 837,052 | $88M | +92,726 | +12.5% | 29Q | SEC ↗ |
| 35 | RAYMOND JAMES FINANCIAL INC | 816,982 | $86M | -30,571 | -3.6% | 7Q | SEC ↗ |
| 36 | VANGUARD FIDUCIARY TRUST CO | 808,718 | $85M | -7,769 | -1.0% | 2Q | SEC ↗ |
| 37 | PRIMECAP MANAGEMENT CO/CA | 807,749 | $85M | -33,000 | -3.9% | 15Q | SEC ↗ |
| 38 | Balyasny Asset Management L.P. NEW | 790,616 | $83M | — | +0.0% | 1Q | SEC ↗ |
| 39 | ENVESTNET ASSET MANAGEMENT INC | 746,326 | $78M | -46,423 | -5.9% | 31Q | SEC ↗ |
| 40 | AMERICAN CENTURY COMPANIES INC | 720,245 | $76M | +111,560 | +18.3% | 15Q | SEC ↗ |
| 41 | T. Rowe Price Investment Management, I | 709,175 | $75M | -462,779 | -39.5% | 5Q | SEC ↗ |
| 42 | TimesSquare Capital Management, LLC | 689,375 | $72M | -19,819 | -2.8% | 33Q | SEC ↗ |
| 43 | WELLS FARGO & COMPANY/MN | 683,801 | $72M | -63,295 | -8.5% | 33Q | SEC ↗ |
| 44 | Invesco Ltd. | 671,733 | $71M | -580,944 | -46.4% | 32Q | SEC ↗ |
| 45 | Life Cycle Investment Partners Ltd | 654,392 | $69M | +114,543 | +21.2% | 3Q | SEC ↗ |
| 46 | AMERIPRISE FINANCIAL INC | 649,521 | $68M | -97,856 | -13.1% | 16Q | SEC ↗ |
| 47 | Rheos Capital Works Inc. | 550,000 | $58M | — | +0.0% | 2Q | SEC ↗ |
| 48 | Focus Partners Wealth | 542,296 | $57M | +203,225 | +59.9% | 11Q | SEC ↗ |
| 49 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 504,886 | $53M | -89,663 | -15.1% | 3Q | SEC ↗ |
| 50 | LAZARD ASSET MANAGEMENT LLC | 504,331 | $53M | +184,441 | +57.7% | 20Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 1,505,980 | $158M |
| Sixth Street Partners Management Co | 951,799 | $100M |
| Balyasny Asset Management L.P. | 790,616 | $83M |
| Woodline Partners LP | 341,618 | $36M |
| Curated Wealth Partners LLC | 150,046 | $16M |
| NATIXIS | 137,601 | $14M |
| ExodusPoint Capital Management, LP | 136,842 | $14M |
| Schonfeld Strategic Advisors LLC | 116,848 | $12M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 113,020 | $12M |
| TUDOR INVESTMENT CORP ET AL | 68,426 | $7M |
| Longaeva Partners L.P. | 59,000 | $6M |
| Jupiter Topco LLC | 58,833 | $6M |
| Ilex Capital Partners (UK) LLP | 49,130 | $5M |
| Oak Thistle LLC | 39,824 | $4M |
| Maven Securities LTD | 36,924 | $4M |
| Cinctive Capital Management LP | 33,046 | $3M |
| Diversify Advisory Services, LLC | 30,840 | $3M |
| IMC-Chicago, LLC | 28,180 | $3M |
| GSA CAPITAL PARTNERS LLP | 22,947 | $2M |
| Prana Capital Management, LP | 22,807 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Select Equity Group, L.P. | 2,692,084 | $283M |
| LORD, ABBETT & CO. LLC | 811,485 | $85M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 481,797 | $51M |
| MENORA MIVTACHIM HOLDINGS LTD. | 344,329 | $36M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 285,000 | $30M |
| ROYAL LONDON ASSET MANAGEMENT LTD | 246,248 | $26M |
| RENAISSANCE TECHNOLOGIES LLC | 193,600 | $20M |
| LOOMIS SAYLES & CO L P | 165,143 | $17M |
| MANE GLOBAL CAPITAL MANAGEMENT LP | 146,607 | $15M |
| Mediolanum International Funds Ltd | 141,104 | $15M |
| Artemis Investment Management LLP | 111,164 | $12M |
| SIMPLEX TRADING, LLC | 96,184 | $10M |
| PICTON MAHONEY ASSET MANAGEMENT | 78,769 | $8M |
| HENNESSY ADVISORS INC | 73,800 | $8M |
| THORNBURG INVESTMENT MANAGEMENT INC | 52,579 | $6M |
| VISTA INVESTMENT PARTNERS LLC | 50,358 | $5M |
| Darwins River Capital, LP | 40,233 | $4M |
| VISTA INVESTMENT PARTNERS II, LLC | 28,055 | $3M |
| OP Asset Management Ltd | 27,897 | $3M |
| MAVERICK CAPITAL LTD | 26,740 | $3M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | +2,473,075 | +33.8% | 9,798,026 |
| AQR CAPITAL MANAGEMENT LLC | +2,146,045 | +456.4% | 2,616,277 |
| FRANKLIN RESOURCES INC | +1,229,956 | +17.3% | 8,350,367 |
| D. E. Shaw & Co., Inc. | +1,125,601 | +192.7% | 1,709,852 |
| TWO SIGMA INVESTMENTS, LP | +996,360 | +1411.0% | 1,066,972 |
| GOLDMAN SACHS GROUP INC | +732,290 | +139.3% | 1,258,099 |
| Capital International Investors | +513,644 | +23.4% | 2,709,266 |
| JANE STREET GROUP, LLC | +444,869 | +5046.7% | 453,684 |
| WELLINGTON MANAGEMENT GROUP LLP | +436,827 | +15.4% | 3,282,291 |
| Engineers Gate Manager LP | +299,532 | +10728.2% | 302,324 |
| Connor, Clark & Lunn Investment Man | +299,308 | +2297.4% | 312,336 |
| FIDUCIARY MANAGEMENT INC /WI | +298,758 | +43.3% | 988,158 |
| Amundi | +270,253 | +31.7% | 1,122,060 |
| DIMENSIONAL FUND ADVISORS LP | +226,176 | +11.8% | 2,140,737 |
| HRT FINANCIAL LP | +225,152 | +1148.2% | 244,761 |
| CAPITAL FUND MANAGEMENT S.A. | +211,441 | +86.9% | 454,794 |
| Focus Partners Wealth | +203,225 | +59.9% | 542,296 |
| Man Group plc | +187,861 | +1018.4% | 206,308 |
| LAZARD ASSET MANAGEMENT LLC | +184,441 | +57.7% | 504,331 |
| MILLENNIUM MANAGEMENT LLC | +166,304 | +122.5% | 302,102 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | -1,774,812 | -15.8% | 9,479,369 |
| CITADEL ADVISORS LLC | -1,403,639 | -82.1% | 306,705 |
| MORGAN STANLEY | -1,062,948 | -31.0% | 2,369,361 |
| MASSACHUSETTS FINANCIAL SERVICES CO | -712,950 | -21.5% | 2,596,063 |
| Bank of New York Mellon Corp | -609,325 | -22.8% | 2,059,727 |
| WOODLEY FARRA MANION PORTFOLIO MANA | -604,964 | -99.1% | 5,486 |
| Invesco Ltd. | -580,944 | -46.4% | 671,733 |
| KAYNE ANDERSON RUDNICK INVESTMENT M | -571,154 | -16.1% | 2,974,555 |
| T. Rowe Price Investment Management | -462,779 | -39.5% | 709,175 |
| MARSHALL WACE, LLP | -408,203 | -72.3% | 156,376 |
| BANK OF AMERICA CORP /DE | -374,071 | -23.1% | 1,246,094 |
| Rockefeller Capital Management L.P. | -320,174 | -52.3% | 291,458 |
| BESSEMER GROUP INC | -317,144 | -18.5% | 1,394,442 |
| PRINCIPAL FINANCIAL GROUP INC | -316,094 | -52.2% | 289,928 |
| Walleye Capital LLC | -299,525 | -61.4% | 187,971 |
| ALLIANCEBERNSTEIN L.P. | -288,908 | -20.7% | 1,104,127 |
| STATE STREET CORP | -276,954 | -5.1% | 5,198,701 |
| Rathbones Group PLC | -178,686 | -62.1% | 108,920 |
| FIL Ltd | -159,760 | -24.5% | 492,136 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | -153,923 | -2.5% | 5,936,760 |