| 0.04% |
| 4 | AMERICAN CENTURY COMPANIES INC | 1.9M | $184.6M | +25.5% | 5.207% | 0.08% |
| 5 | EARNEST PARTNERS LLC | 1.6M | $161.9M | -3.7% | 4.568% | 0.58% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1.6M | $153.4M | -0.3% | 4.328% | 0.00% |
| 7 | STATE STREET CORP | 1.4M | $141.6M | +3.5% | 3.990% | 0.00% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.1M | $104.6M | +17.5% | 2.952% | 0.01% |
| 9 | FRANKLIN RESOURCES INC | 1.1M | $103.9M | -61.9% | 2.932% | 0.02% |
| 10 | Invesco Ltd. | 1.0M | $100.0M | +212.4% | 2.820% | 0.01% |
| 11 | GOLDMAN SACHS GROUP INC | 941K | $92.9M | +156.2% | 2.620% | 0.01% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 591K | $58.4M | -8.6% | 1.647% | 0.01% |
| 13 | WELLINGTON MANAGEMENT GROUP LLP | 587K | $57.9M | -23.7% | 1.634% | 0.01% |
| 14 | MORGAN STANLEY | 540K | $53.3M | -9.8% | 1.504% | 0.00% |
| 15 | TWO SIGMA INVESTMENTS, LP | 490K | $48.4M | +19.5% | 1.365% | 0.04% |
| 16 | Boston Partners | 452K | $43.4M | -1.7% | 1.259% | 0.04% |
| 17 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 404K | $42.1M | — | 1.124% | 0.01% |
| 18 | Nuveen, LLC | 421K | $41.6M | +208.3% | 1.173% | 0.01% |
| 19 | Allianz Asset Management GmbH | 418K | $41.3M | +0.7% | 1.165% | 0.02% |
| 20 | JANE STREET GROUP, LLC | 418K | $41.2M | +32.0% | 1.163% | 0.00% |
| 21 | NORTHERN TRUST CORP | 415K | $41.0M | +8.0% | 1.155% | 0.00% |
| 22 | FMR LLC | 373K | $36.8M | +2.7% | 1.038% | 0.00% |
| 23 | First Eagle Investment Management, LLC | 351K | $34.6M | +18.3% | 0.977% | 0.03% |
| 24 | Tributary Capital Management, LLC | 345K | $34.0M | -13.2% | 0.960% | 2.80% |
| 25 | JENNISON ASSOCIATES LLC | 336K | $33.1M | — | 0.934% | 0.02% |
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 BHE — a direct measure of their conviction.
| 100.66% |
| +0.91 pp |
| $1.36B |
| 15% |
| Q4 2024 | 235 | +0.4% | 99.75% | +1.32 pp | $1.60B | +3.6% |
| Q3 2024 | 234 | — | 98.43% | — | $1.55B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
84 institutions opened new positions in BHE during Q2 2026, while 17 fully exited. 221 added to existing positions and 23 trimmed.
BHE institutional ownership rose by 0.25 percentage points quarter-over-quarter, with a net change of +68 holders.
The top 10 institutions account for 57.5% of all reported 13F value in BHE, and the top 25 account for 76.9%.
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.
Benchmark Electronics, Inc. (BHE) Institutional Ownership