BigBear.ai Holdings, Inc. (BBAI) Institutional Ownership
Q1 2026 13F Data|Updated 2026-06-13
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Institutional ownership decreased this quarter (-2.84 pp), while top 10 holders maintain a highly concentrated 69.0% of value.
Institutional Ownership3.4%$654M total value · ▼ 2.84 pp vs prior quarter
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
Smart Money Score39 / 100Bearish
Based on ownership concentration, fund quality, buying/selling activity, conviction signals, and institutional trend.
Institutions & Flow321 holders-21 net flow (+60 / -81)
AI Insights & Key Takeaways
- Negative Institutional Flow (-21)
- Citadel Advisors Llc and Susquehanna International Group, Llp maintain significant positions
- Top 10 holders control 69.0% of institutional value
- No Insider Signal
Top Institutional Holders of BBAI
Ranked by reported Q1 2026 13F market value
Top 10 Holders
69.0%
Top 25 Holders
86.2%
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. | 36.0M | $126.6M | +1.0% | 0.760% | 0.00% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 19.3M | $67.8M | — | 0.407% | 0.00% |
| 3 | CITADEL ADVISORS LLC | 12.6M | $44.2M | -34.4% | 0.266% | 0.02% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 10.6M | $37.3M | +3.4% | 0.224% | 0.00% |
| 5 | STATE STREET CORP | 10.5M | $37.0M | +2.2% | 0.222% | 0.00% |
| 6 | UBS Group AG | 10.2M | $35.8M | -2.0% | 0.215% | 0.01% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 10.0M | $35.0M | — | 0.210% | 0.00% |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.7M | $26.9M | -44.2% | 0.162% | 0.00% |
| 9 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 6.3M | $22.1M | +43.1% | 0.133% | 0.03% |
| 10 | Marex Group plc | 5.3M | $18.8M | -2.9% | 0.113% | 0.05% |
| 11 | GOLDMAN SACHS GROUP INC | 3.9M | $13.7M | -42.1% | 0.082% | 0.00% |
| 12 | NORTHERN TRUST CORP | 3.7M | $13.1M | +4.8% | 0.078% | 0.00% |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.6M | $12.7M | -1.1% | 0.076% | 0.00% |
| 14 | VANGUARD FIDUCIARY TRUST CO | 2.9M | $10.1M | — | 0.061% | 0.00% |
| 15 | TUDOR INVESTMENT CORP ET AL | 2.4M | $8.6M | +42.5% | 0.052% | 0.03% |
| 16 | FIRST TRUST ADVISORS LP | 2.4M | $8.5M | +18.1% | 0.051% | 0.01% |
| 17 | CAPTRUST FINANCIAL ADVISORS | 2.0M | $6.9M | -12.7% | 0.041% | 0.01% |
| 18 | MORGAN STANLEY | 1.9M | $6.6M | -49.7% | 0.040% | 0.00% |
| 19 | Graham Capital Management, L.P. | 1.8M | $6.5M | — | 0.039% | 0.17% |
| 20 | CANADA PENSION PLAN INVESTMENT BOARD | 1.4M | $5.0M | 0.0% | 0.030% | 0.00% |
| 21 | Bank of New York Mellon Corp | 1.3M | $4.5M | +0.5% | 0.027% | 0.00% |
| 22 | DEUTSCHE BANK AG\ | 1.2M | $4.4M | -52.1% | 0.026% | 0.00% |
| 23 | UBS ASSET MANAGEMENT AMERICAS INC | 1.2M | $4.3M | -44.4% | 0.026% | 0.00% |
| 24 | Vident Advisory, LLC | 1.1M | $3.9M | — | 0.024% | 0.03% |
| 25 | Nuveen, LLC | 1.0M | $3.7M | -50.3% | 0.022% | 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.
Quarterly Institutional Activity
Filings activity in BBAI during Q1 2026, grouped by how each filer changed its position.
New Buyers
60Institutions that opened a new BBAI position in Q1 2026
- VANGUARD CAPITAL MANAGEMENT LLC$67.8M
- VANGUARD PORTFOLIO MANAGEMENT LLC$35.0M
- VANGUARD FIDUCIARY TRUST CO$10.1M
- Graham Capital Management, L.P.$6.5M
- Vident Advisory, LLC$3.9M
- Point72 Asset Management, L.P.$2.9M
- CANTOR FITZGERALD, L. P.$1.7M
- VANGUARD ASSET MANAGEMENT, Ltd$1.0M
- XTX Topco Ltd$971K
- Scientech Research LLC$746K
- Vanguard Global Advisers, LLC$602K
- CSS LLC/IL$600K
Exited Positions
81Institutions that fully closed their BBAI position in Q1 2026
- VANGUARD GROUP INC$176.6M
- Jump Financial, LLC$13.3M
- Trexquant Investment LP$10.1M
- JPMORGAN CHASE & CO$5.8M
- Sculptor Capital LP$4.8M
- Walleye Capital LLC$3.2M
- MILLENNIUM MANAGEMENT LLC$2.8M
- Inspire Advisors, LLC$2.3M
- AlphaQuest LLC$1.9M
- Entropy Technologies, LP$1.4M
- Schonfeld Strategic Advisors LLC$1.4M
- EXCHANGE TRADED CONCEPTS, LLC$896K
BBAI Institutional Ownership by Quarter
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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 321 | 6.1% | 3.44% | 2.84 pp | $654M | 45% |
| Q4 2025 | 342 | +14% | 6.28% | +0.51 pp | $1.20B | +8.9% |
| Q3 2025 | 299 | +14% | 5.77% | +0.80 pp | $1.10B | +16% |
| Q2 2025 | 263 | +18% | 4.97% | +4.00 pp | $944M | +414% |
| Q1 2025 | 223 | +64% | 0.97% | 1.52 pp | $184M | 61% |
| Q4 2024 | 136 | +43% | 2.49% | +2.30 pp | $474M | +1184% |
| Q3 2024 | 95 | +3.3% | 0.19% | +0.01 pp | $37M | +10% |
| Q2 2024 | 92 | — | 0.18% | — | $33M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
BBAI — Frequently Asked Questions
Quick answers to the most common questions about buying BBAI stock.
What percentage of BBAI is owned by institutions?
Based on Q1 2026 13F filings, institutional ownership of BigBear.ai Holdings, Inc. stands at 3.4%, held across 321 reporting institutions.
Who is the largest institutional holder of BBAI?
BlackRock, Inc. is the largest reported institutional holder of BBAI, with approximately 35,954,054 shares worth $0.13B as of Q1 2026.
Is BBAI a hedge fund favorite?
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of BBAI, including CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
What is BBAI's Smart Money Score?
Our composite Smart Money Score for BBAI is 39 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
How many institutions bought BBAI this quarter?
60 institutions opened new positions in BBAI during Q1 2026, while 81 fully exited. 36 added to existing positions and 222 trimmed.
How is institutional ownership of BBAI changing?
BBAI institutional ownership fell by 2.84 percentage points quarter-over-quarter, with a net change of -21 holders.
How concentrated is BBAI ownership among the top holders?
The top 10 institutions account for 69.0% of all reported 13F value in BBAI, and the top 25 account for 86.2%.
Where does this BBAI institutional ownership data come from?
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.