Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BFAM held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.8M | $315.7M | +40.0% | 7.027% | 0.93% |
| 2 | AQR CAPITAL MANAGEMENT LLC | 3.3M | $271.0M | +110.6% | 6.081% | 0.12% |
| 3 | BlackRock, Inc. | 3.0M | $243.2M | -7.0% | 5.413% | 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2.5M | $204.9M | — | 4.561% | 0.01% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.2M | $180.1M | — | 4.008% | 0.01% |
| 6 | GOLDMAN SACHS GROUP INC | 1.9M | $158.0M | -36.4% | 3.517% | 0.02% |
| 7 | Capital World Investors | 1.8M | $148.8M | +1.8% | 3.312% | 0.02% |
| 8 | Neuberger Berman Group LLC | 1.4M | $117.6M | -3.1% | 2.617% | 0.09% |
| 9 | ABRAMS BISON INVESTMENTS, LLC | 1.4M | $116.0M | — | 2.583% | 5.02% |
| 10 | TWO SIGMA INVESTMENTS, LP | 1.4M | $111.2M | +97.1% | 2.474% | 0.09% |
| 11 | DIMENSIONAL FUND ADVISORS LP | 1.3M | $109.6M | +31.1% | 2.440% | 0.02% |
| 12 | Conestoga Capital Advisors, LLC | 1.3M | $106.2M | +17.5% | 2.364% | 2.12% |
| 13 | FULLER & THALER ASSET MANAGEMENT, INC. | 1.2M | $96.6M | -37.8% | 2.151% | 0.33% |
| 14 | BAMCO INC /NY/ | 1.1M | $90.5M | +8.8% | 2.015% | 0.27% |
| 15 | MILLENNIUM MANAGEMENT LLC | 1.1M | $89.4M | -18.1% | 1.991% | 0.06% |
| 16 | MORGAN STANLEY | 1.1M | $88.1M | +0.6% | 1.961% | 0.01% |
| 17 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.0M | $82.4M | -11.1% | 1.834% | 0.27% |
| 18 | STATE STREET CORP | 986K | $81.0M | +1.7% | 1.802% | 0.00% |
| 19 | GEODE CAPITAL MANAGEMENT, LLC | 983K | $80.8M | -0.9% | 1.797% | 0.01% |
| 20 | BANK OF MONTREAL /CAN/ | 974K | $80.0M | +32530.9% | 1.780% | 0.03% |
| 21 | UBS Group AG | 845K | $69.4M | +178.4% | 1.545% | 0.01% |
| 22 | GENEVA CAPITAL MANAGEMENT LLC | 792K | $65.1M | -9.4% | 1.449% | 1.38% |
| 23 | Giverny Capital Inc. | 742K | $61.0M | +81.0% | 1.357% | 2.23% |
| 24 | WELLS FARGO & COMPANY/MN | 688K | $56.5M | +32.2% | 1.257% | 0.01% |
| 25 | JANUS HENDERSON GROUP PLC | 683K | $56.1M | +4.1% | 1.249% | 0.03% |
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 BFAM — a direct measure of their conviction.
Filings activity in BFAM during Q1 2026, grouped by how each filer changed its position.
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 | 360 | 10% | 121.14% | 35.53 pp | $4.30B | 23% |
| Q4 2025 | 401 | 0.2% | 156.67% | 5.07 pp | $5.56B | 3.1% |
| Q3 2025 | 402 | +2.3% | 161.74% | 27.81 pp | $5.74B | 15% |
| Q2 2025 | 393 | +4.0% | 189.55% | +3.20 pp | $6.72B | +1.7% |
| Q1 2025 | 378 | +3.8% | 186.35% | +19.17 pp | $6.61B | +11% |
| Q4 2024 | 364 | 4.7% | 167.18% | 32.81 pp | $5.93B | 17% |
| Q3 2024 | 382 | +21% | 199.99% | +40.54 pp | $7.17B | +27% |
| Q2 2024 | 317 | — | 159.45% | — | $5.66B | — |
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 BFAM stock.
Based on Q1 2026 13F filings, institutional ownership of Bright Horizons Family Solutions Inc. stands at 121.1%, held across 360 reporting institutions.
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC is the largest reported institutional holder of BFAM, with approximately 3,843,922 shares worth $0.32B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of BFAM, including TWO SIGMA INVESTMENTS, LP, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for BFAM is 33 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
65 institutions opened new positions in BFAM during Q1 2026, while 106 fully exited. 100 added to existing positions and 194 trimmed.
BFAM institutional ownership fell by 35.53 percentage points quarter-over-quarter, with a net change of -41 holders.
The top 10 institutions account for 43.4% of all reported 13F value in BFAM, and the top 25 account for 71.7%.
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.
Bright Horizons Family Solutions Inc. (BFAM) Institutional Ownership