BJS WHSL CLUB HLDGS INC BJ
COM · Common Stock · CUSIP 05550J101 · ISIN US05550J1016
American membership-only warehouse club chain
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($45.4m this quarter). Holder counts are more reliable. Shares outstanding: 127.7m as of 2026-05-21, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $87.37. Options: 14 managers hold calls ($70.5m notional), 13 hold puts ($59.6m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 467 |
| Q4 2022 | 498 |
| Q1 2023 | 515 |
| Q2 2023 | 452 |
| Q3 2023 | 453 |
| Q4 2023 | 451 |
| Q1 2024 | 480 |
| Q2 2024 | 512 |
| Q3 2024 | 519 |
| Q4 2024 | 567 |
| Q1 2025 | 632 |
| Q2 2025 | 645 |
| Q3 2025 | 608 |
| Q4 2025 | 625 |
| Q1 2026 | 626 |
| Q2 2026 | 635 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 279 | 243 |
| Q4 2024 | 286 | 237 |
| Q1 2025 | 338 | 279 |
| Q2 2025 | 330 | 294 |
| Q3 2025 | 298 | 335 |
| Q4 2025 | 285 | 299 |
| Q1 2026 | 301 | 300 |
| Q2 2026 | 317 | 318 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $120.8m | $172.1m | 1.42 |
| Q4 2025 | $125.9m | $101.3m | 0.80 |
| Q1 2026 | $84.4m | $67.5m | 0.80 |
| Q2 2026 | $70.5m | $59.6m | 0.85 |
Biggest buyers
| FMR LLC | Added | +2.5m |
| AQR CAPITAL MANAGEMENT LLC | Added | +2.1m |
| FRANKLIN RESOURCES INC | Added | +1.2m |
| D. E. Shaw & Co., Inc. | Added | +1.1m |
| TWO SIGMA INVESTMENTS, LP | Added | +996.4k |
| Balyasny Asset Management L.P. | New | +790.6k |
| GOLDMAN SACHS GROUP INC | Added | +732.3k |
| Capital International Investors | Added | +513.6k |
| JANE STREET GROUP, LLC | Added | +444.9k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +436.8k |
Biggest sellers
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -1.8m |
| CITADEL ADVISORS LLC | Reduced | -1.4m |
| MORGAN STANLEY | Reduced | -1.1m |
| LORD, ABBETT & CO. LLC | Sold out | -811.5k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -713.0k |
| Bank of New York Mellon Corp | Reduced | -609.3k |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | Reduced | -605.0k |
| Invesco Ltd. | Reduced | -580.9k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -571.2k |
| Rathbones Group PLC | Reduced | -466.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $28.0m320.9k shares |
| CITADEL ADVISORS LLC | Reduced | $14.9m170.7k shares |
| JANE STREET GROUP, LLC | Reduced | $11.2m128.7k shares |
| IMC-Chicago, LLC | Added | $5.1m58.9k shares |
| Walleye Trading LLC | Added | $4.3m48.9k shares |
| D. E. Shaw & Co., Inc. | Reduced | $2.2m25.0k shares |
| SIMPLEX TRADING, LLC | Added | $1.8m20.8k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $985.6k11.3k shares |
| GROUP ONE TRADING LLC | Unchanged | $793.7k9.1k shares |
| TWO SIGMA INVESTMENTS, LP | New | $549.5k6.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $25.4m290.9k shares |
| JANE STREET GROUP, LLC | Added | $12.6m144.0k shares |
| IMC-Chicago, LLC | Added | $8.2m94.3k shares |
| CITADEL ADVISORS LLC | Added | $7.7m88.4k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $2.2m25.0k shares |
| Verition Fund Management LLC | Unchanged | $750.1k8.6k shares |
| Walleye Trading LLC | Reduced | $584.4k6.7k shares |
| Walleye Capital LLC | Reduced | $523.3k6.0k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $505.9k5.8k shares |
| TWO SIGMA INVESTMENTS, LP | Added | $453.5k5.2k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FMR LLC 13G · institution +1.5 pts · filed 2026-08-06 | 7.7% |
| FRANKLIN RESOURCES INC 13G · institution +1.0 pts · filed 2026-07-28 | 6.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.3% |
Fell to 5% or below in the last year: VICTORY CAPITAL MANAGEMENT INC (4.5%, 2026-07-24), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 3 | $3.0m | $3.0m |
| Q1 2025 | 0 | — | 2 | $3.5m | $2.2m |
| Q2 2025 | 1 | $199.4k | 6 | $41.0m | $38.1m |
| Q3 2025 | 1 | $199.9k | 3 | $17.4m | $16.7m |
| Q4 2025 | 0 | — | 2 | $3.9m | $3.2m |
| Q1 2026 | 0 | — | 1 | $881.6k | $881.6k |
| Q2 2026 | 0 | — | 4 | $5.3m | $2.4m |
| Q3 2026 | 0 | — | 2 | $10.2m | $10.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-15 | Eddy Robert W. President & CEO, director | Sold plan | $761.8k8.0k shares |
| 2026-08-25 | McGrail Joseph SVP, Controller | Sold | $145.0k1.5k shares |
| 2026-08-24 | Eddy Robert W. President & CEO, director | Sold plan | $490.0k4.9k shares |
| 2026-08-14 | Eddy Robert W. President & CEO, director | Sold plan | $749.2k8.0k shares |
| 2026-07-29 | Eddy Robert W. President & CEO, director | Sold plan | $7.3m73.0k shares |
| 2026-07-15 | Eddy Robert W. President & CEO, director | Sold plan | $725.4k8.0k shares |
| 2026-06-15 | Eddy Robert W. President & CEO, director | Sold plan | $723.3k8.0k shares |
| 2026-06-10 | Schmadeke Scott EVP, Chief Operations Officer | Sold | $1.5m16.5k shares |
| 2026-05-15 | Eddy Robert W. President & CEO, director | Sold plan | $769.0k8.0k shares |
| 2026-04-15 | Eddy Robert W. President & CEO, director | Sold plan | $728.1k8.0k shares |
| 2026-04-15 | McGrail Joseph SVP, Controller | Sold plan | $186.9k2.0k shares |
| 2026-04-13 | Morningstar Timothy Pierce EVP, Chief Growth Officer | Sold | $693.0k7.4k shares |
| 2026-04-10 | Morningstar Timothy Pierce EVP, Chief Growth Officer | Sold | $672.2k7.4k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 12.5m $1.1bn | Added +55.8k |
| FMR LLC 0.04% of their portfolio | 9.8m $854.6m | Added +2.5m |
| VICTORY CAPITAL MANAGEMENT INC 0.46% of their portfolio | 9.5m $826.8m | Reduced -1.8m |
| FRANKLIN RESOURCES INC 0.16% of their portfolio | 8.4m $728.3m | Added +1.2m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 5.9m $517.8m | Reduced -153.9k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 5.8m $504.8m | Reduced -105.3k |
| STATE STREET CORP 0.01% of their portfolio | 5.2m $453.4m | Reduced -277.0k |
| River Road Asset Management, LLC 3.27% of their portfolio | 3.4m $294.3m | Reduced -129.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.05% of their portfolio | 3.3m $286.3m | Added +436.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 3.2m $280.7m | Added +74.3k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.81% of their portfolio | 3.0m $259.4m | Reduced -571.2k |
| Capital International Investors 0.05% of their portfolio | 2.7m $236.3m | Added +513.6k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 2.7m $240.9m | Reduced -89.2k |
| AQR CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 2.6m $228.2m | Added +2.1m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.07% of their portfolio | 2.6m $227.4m | Reduced -713.0k |
| MORGAN STANLEY 0.01% of their portfolio | 2.4m $206.7m | Reduced -1.1m |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 2.1m $186.7m | Added +226.2k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 2.1m $179.6m | Reduced -609.3k |
| D. E. Shaw & Co., Inc. 0.09% of their portfolio | 1.7m $149.1m | Added +1.1m |
| Clearbridge Investments, LLC 0.12% of their portfolio | 1.7m $145.5m | Reduced -70.3k |
| NORGES BANK 0.01% of their portfolio | 1.5m $131.4m | Not comparable |
| BESSEMER GROUP INC 0.17% of their portfolio | 1.4m $121.6m | Reduced -317.1k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.3m $109.7m | Added +732.3k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.2m $108.7m | Reduced -374.1k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.1m $99.8m | Added +19.0k |
| Amundi 0.02% of their portfolio | 1.1m $97.9m | Added +270.3k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 1.1m $108.7m | Reduced -288.9k |
| TWO SIGMA INVESTMENTS, LP 0.07% of their portfolio | 1.1m $93.1m | Added +996.4k |
| UBS Group AG 0.01% of their portfolio | 1.0m $90.1m | Added +147.4k |
| FIDUCIARY MANAGEMENT INC /WI/ 1.23% of their portfolio | 988.2k $86.2m | Added +298.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 951.8k $83.0m | Added +594 |
| Boston Trust Walden Corp 0.59% of their portfolio | 882.9k $77.0m | Reduced -29.5k |
| GW&K Investment Management, LLC 0.57% of their portfolio | 837.1k $73.0m | Added +92.7k |
| RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio | 817.0k $71.3m | Reduced -30.6k |
| VANGUARD FIDUCIARY TRUST CO 0.02% of their portfolio | 808.7k $70.5m | Reduced -7.8k |
| PRIMECAP MANAGEMENT CO/CA/ 0.04% of their portfolio | 807.7k $70.5m | Reduced -33.0k |
| Balyasny Asset Management L.P. 0.13% of their portfolio | 790.6k $69.0m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 746.3k $65.1m | Reduced -46.4k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 720.2k $62.8m | Added +111.6k |
| T. Rowe Price Investment Management, Inc. 0.04% of their portfolio | 709.2k $61.9m | Reduced -462.8k |
| TimesSquare Capital Management, LLC 0.88% of their portfolio | 689.4k $60.1m | Reduced -19.8k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 683.8k $59.6m | Reduced -63.3k |
| Invesco Ltd. 0.00% of their portfolio | 671.7k $58.6m | Reduced -580.9k |
| Life Cycle Investment Partners Ltd 0.27% of their portfolio | 654.4k $57.1m | Added +114.5k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 649.5k $56.7m | Reduced -97.9k |
| Rheos Capital Works Inc. 2.73% of their portfolio | 550.0k $48.0m | Unchanged |
| Focus Partners Wealth 0.05% of their portfolio | 542.3k $47.3m | Added +203.2k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.07% of their portfolio | 504.9k $44.0m | Reduced -89.7k |
| LAZARD ASSET MANAGEMENT LLC 0.07% of their portfolio | 504.3k $44.0m | Added +184.4k |
| FIL Ltd 0.03% of their portfolio | 492.1k $42.9m | Reduced -159.8k |
| BROWN BROTHERS HARRIMAN & CO 0.18% of their portfolio | 477.8k $41.7m | Reduced -59.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 465.3k $40.6m | Reduced -68.4k |
| CAPITAL FUND MANAGEMENT S.A. 0.28% of their portfolio | 454.8k $39.7m | Added +211.4k |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 453.7k $39.6m | Added +444.9k |
| Danica Pension, Livsforsikringsaktieselskab 0.60% of their portfolio | 431.7k $37.7m | Reduced -17.2k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.34% of their portfolio | 412.2k $35.9m | Added +92.9k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 366.5k $32.0m | Reduced -30.1k |
| Squarepoint Ops LLC 0.06% of their portfolio | 363.0k $31.7m | Added +155.7k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 356.8k $31.1m | Reduced -223 |
| CONGRESS ASSET MANAGEMENT CO 0.19% of their portfolio | 350.5k $30.6m | Reduced -18.6k |
| Woodline Partners LP 0.09% of their portfolio | 341.6k $29.8m | New |
| WESTWOOD HOLDINGS GROUP INC 0.21% of their portfolio | 326.1k $28.4m | Added +896 |
| Epoch Investment Partners, Inc. 0.16% of their portfolio | 317.4k $27.7m | Added +74.1k |
| Connor, Clark & Lunn Investment Management Ltd. 0.05% of their portfolio | 312.3k $27.2m | Added +299.3k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 306.7k $26.8m | Reduced -1.4m |
| Engineers Gate Manager LP 0.34% of their portfolio | 302.3k $26.4m | Added +299.5k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 302.1k $26.3m | Added +166.3k |
| Rockefeller Capital Management L.P. 0.04% of their portfolio | 291.5k $25.4m | Reduced -320.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 289.9k $25.3m | Reduced -316.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 284.3k $24.8m | Added +72.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 263.7k $23.0m | Reduced -20.7k |
| Swiss National Bank 0.01% of their portfolio | 260.2k $22.7m | Added +1.3k |
| Tidal Investments LLC 0.05% of their portfolio | 250.0k $21.8m | Reduced -103.1k |
| HRT FINANCIAL LP 0.05% of their portfolio | 244.8k $21.3m | Added +225.2k |
| Nuveen, LLC 0.00% of their portfolio | 234.4k $20.4m | Added +13.1k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 232.0k $20.2m | Reduced -12.1k |
| Man Group plc 0.03% of their portfolio | 206.3k $18.0m | Added +187.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 201.3k $17.6m | Reduced -88.5k |
| TD Asset Management Inc 0.01% of their portfolio | 190.1k $16.6m | Added +42.4k |
| Curi Capital, LLC 0.25% of their portfolio | 188.5k $16.4m | Added +11.2k |
| Walleye Capital LLC 0.08% of their portfolio | 188.0k $16.4m | Reduced -299.5k |
| Foster Victor Wealth Advisors, LLC 0.88% of their portfolio | 187.5k $16.8m | Added +8.1k |
| Freestone Grove Partners LP 0.11% of their portfolio | 187.3k $16.3m | Reduced -48.8k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.11% of their portfolio | 186.3k $16.3m | Reduced -4.2k |
| NICHOLAS COMPANY, INC. 0.29% of their portfolio | 184.0k $16.0m | Reduced -9.0k |
| LPL Financial LLC 0.00% of their portfolio | 180.7k $15.8m | Added +14.4k |
| Legal & General Group Plc 0.00% of their portfolio | 174.5k $15.2m | Reduced -3.3k |
| Retirement Systems of Alabama 0.05% of their portfolio | 171.6k $15.0m | Reduced -28.3k |
| Impax Asset Management Group plc 0.09% of their portfolio | 165.0k $14.4m | Unchanged |
| California Public Employees Retirement System 0.01% of their portfolio | 162.4k $14.2m | Reduced -83.9k |
| ALTA CAPITAL MANAGEMENT LLC/ 1.05% of their portfolio | 161.3k $14.1m | Reduced -13.8k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.09% of their portfolio | 157.2k $13.7m | Added +21.2k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 156.4k $13.6m | Reduced -408.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 150.4k $13.1m | Reduced -1.1k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 143.9k $12.5m | Added +26.1k |
| Aberdeen Group plc 0.02% of their portfolio | 143.5k $12.5m | Unchanged |
| SummitTX Capital, L.P. 0.32% of their portfolio | 139.2k $12.1m | Added +72.0k |
| Trexquant Investment LP 0.07% of their portfolio | 138.7k $12.1m | Reduced -62.0k |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 137.9k $12.0m | Added +81.6k |
| NATIXIS 0.06% of their portfolio | 137.6k $12.0m | New |