Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BZAI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5.6M | $10.3M | +15.0% | 5.049% | 0.00% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 3.6M | $6.5M | β | 3.206% | 0.00% |
| 3 | Temasek Holdings (Private) Ltd | 2.6M | $4.7M | -59.2% | 2.320% | 0.02% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 1.8M | $3.2M | +15.5% | 1.587% | 0.00% |
| 5 | UBS Group AG | 1.5M | $2.8M | +14.8% | 1.380% | 0.00% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 1.4M | $2.6M | +947.4% | 1.256% | 0.00% |
| 7 | STATE STREET CORP | 1.4M | $2.5M | +6.7% | 1.234% | 0.00% |
| 8 | AQR CAPITAL MANAGEMENT LLC | 1.2M | $2.2M | +328.1% | 1.083% | 0.00% |
| 9 | LAZARD ASSET MANAGEMENT LLC | 1.2M | $2.2M | β | 1.077% | 0.00% |
| 10 | MORGAN STANLEY | 913K | $1.7M | +129.1% | 0.816% | 0.00% |
| 11 | Themes Management Co LLC | 841K | $1.5M | β | 0.752% | 0.94% |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 781K | $1.4M | +22.5% | 0.699% | 0.00% |
| 13 | CANTOR FITZGERALD, L. P. | 769K | $1.4M | 0.0% | 0.688% | 0.04% |
| 14 | NORTHERN TRUST CORP | 658K | $1.2M | +7.1% | 0.588% | 0.00% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 585K | $1.1M | +18.0% | 0.524% | 0.00% |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | 515K | $937K | β | 0.460% | 0.00% |
| 17 | AlphaCore Capital LLC | 440K | $801K | +34.0% | 0.394% | 0.02% |
| 18 | VANGUARD FIDUCIARY TRUST CO | 411K | $747K | β | 0.367% | 0.00% |
| 19 | GOLDMAN SACHS GROUP INC | 272K | $495K | -2.3% | 0.243% | 0.00% |
| 20 | Notable Capital Management, L.L.C. | 164K | $298K | 0.0% | 0.146% | 0.56% |
| 21 | Vontobel Holding Ltd. | 162K | $296K | +678.0% | 0.145% | 0.00% |
| 22 | Bank of New York Mellon Corp | 155K | $282K | +0.3% | 0.138% | 0.00% |
| 23 | IEQ CAPITAL, LLC | 146K | $265K | β | 0.130% | 0.00% |
| 24 | LOS ANGELES CAPITAL MANAGEMENT LLC | 142K | $259K | β | 0.127% | 0.00% |
| 25 | Nuveen, LLC | 116K | $211K | +25.1% | 0.103% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in BZAI β a direct measure of their conviction.
Filings activity in BZAI during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new BZAI position in Q1 2026
Institutions that fully closed their BZAI position in Q1 2026
5 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 105 | +9.4% | 32.75% | 1.44 pp | $54M | 4.2% |
| Q4 2025 | 96 | +30% | 34.19% | 24.83 pp | $56M | 42% |
| Q3 2025 | 74 | +90% | 59.02% | +32.10 pp | $97M | +119% |
| Q2 2025 | 39 | +2.6% | 26.92% | 1.00 pp | $44M | 3.6% |
| Q1 2025 | 38 | β | 27.92% | β | $46M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying BZAI stock.
Based on Q1 2026 13F filings, institutional ownership of Blaize Holdings, Inc. stands at 32.8%, held across 105 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of BZAI, with approximately 5,644,826 shares worth $0.01B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of BZAI, including RENAISSANCE TECHNOLOGIES LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for BZAI is 47 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
36 institutions opened new positions in BZAI during Q1 2026, while 27 fully exited. 29 added to existing positions and 39 trimmed.
BZAI institutional ownership fell by 1.44 percentage points quarter-over-quarter, with a net change of +9 holders.
The top 10 institutions account for 71.9% of all reported 13F value in BZAI, and the top 25 account for 92.7%.
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.
Blaize Holdings, Inc. (BZAI) Institutional Ownership