Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in BBAI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 40.6M | $148.9M | +12.8% | 8.461% | 0.00% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 21.2M | $77.8M | +10.1% | 4.422% | 0.00% |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | 12.4M | $45.5M | +17.0% | 2.585% | 0.00% |
| 4 | STATE STREET CORP | 12.2M | $44.7M | +16.0% | 2.542% | 0.00% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 10.8M | $39.5M | +8.2% | 2.247% | 0.00% |
| 6 | CITADEL ADVISORS LLC | 10.2M | $37.3M | -19.2% | 2.118% | 0.00% |
| 7 | UBS Group AG | 9.7M | $35.8M | -4.3% | 2.032% | 0.00% |
| 8 | VAN ECK ASSOCIATES CORP | 8.2M | $30.0M | -13.8% | 1.706% | 0.02% |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.5M | $27.6M | -1.8% | 1.567% | 0.00% |
| 10 | JANE STREET GROUP, LLC | 6.4M | $23.4M | +62.0% | 1.328% | 0.00% |
| 11 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 5.8M | $21.2M | -8.0% | 1.205% | 0.03% |
| 12 | NORTHERN TRUST CORP | 4.3M | $15.9M | +16.8% | 0.903% | 0.00% |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.0M | $14.8M | +11.5% | 0.840% | 0.00% |
| 14 | GOLDMAN SACHS GROUP INC | 3.5M | $12.9M | -9.8% | 0.733% | 0.00% |
| 15 | VANGUARD FIDUCIARY TRUST CO | 3.2M | $11.9M | +13.0% | 0.677% | 0.00% |
| 16 | CAPTRUST FINANCIAL ADVISORS | 2.5M | $9.3M | +29.2% | 0.527% | 0.01% |
| 17 | MORGAN STANLEY | 2.4M | $8.8M | +27.9% | 0.499% | 0.00% |
| 18 | FIRST TRUST ADVISORS LP | 2.2M | $8.0M | -10.4% | 0.452% | 0.00% |
| 19 | NATIONAL BANK OF CANADA /FI/ | 2.1M | $7.9M | +110.6% | 0.448% | 0.01% |
| 20 | Graham Capital Management, L.P. | 1.8M | $6.7M | -0.0% | 0.383% | 0.12% |
| 21 | Bank of New York Mellon Corp | 1.4M | $5.2M | +13.0% | 0.298% | 0.00% |
| 22 | DEUTSCHE BANK AG\ | 1.4M | $5.0M | +9.2% | 0.284% | 0.00% |
| 23 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 1.3M | $4.8M | +6.3% | 0.270% | 0.00% |
| 24 | IMC-Chicago, LLC | 1.2M | $4.3M | +160.5% | 0.246% | 0.00% |
| 25 | D. E. Shaw & Co., Inc. | 1.1M | $4.2M | +219.4% | 0.240% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in BBAI — a direct measure of their conviction.
Filings activity in BBAI during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new BBAI position in Q2 2026
Institutions that fully closed their BBAI position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 330 | 0.3% | 43.11% | +0.40 pp | $757M | +12% |
| Q1 2026 | 331 | 7.5% | 42.71% | 10.80 pp | $675M | 46% |
| Q4 2025 | 358 | +15% | 53.51% | +13.20 pp | $1.26B | +13% |
| Q3 2025 | 311 | +18% | 40.31% | 3.08 pp | $1.11B | +18% |
| Q2 2025 | 263 | +18% | 43.39% | +20.49 pp | $944M | +414% |
| Q1 2025 | 223 | +64% | 22.90% | 19.76 pp | $184M | 61% |
| Q4 2024 | 136 | +43% | 42.66% | +32.34 pp | $474M | +1184% |
| Q3 2024 | 95 | — | 10.32% | — | $37M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying BBAI stock.
Based on Q2 2026 13F filings, institutional ownership of BigBear.ai Holdings, Inc. stands at 43.1%, held across 330 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of BBAI, with approximately 40,571,630 shares worth $0.15B as of Q2 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of BBAI, including CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, JANE STREET GROUP, LLC.
Our composite Smart Money Score for BBAI is 62 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
48 institutions opened new positions in BBAI during Q2 2026, while 53 fully exited. 191 added to existing positions and 75 trimmed.
BBAI institutional ownership rose by 0.40 percentage points quarter-over-quarter, with a net change of -1 holders.
The top 10 institutions account for 67.4% of all reported 13F value in BBAI, and the top 25 account for 86.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
BigBear.ai Holdings, Inc. (BBAI) Institutional Ownership