BJNYSERetail-Variety StoresFiscal year ends January 30
BJ's Wholesale Club Holdings, Inc.
Financials through Q2 FY2026, quarter ended Aug 1, 2026Last filing: 10-Q on Aug 25, 2026
$102.61−0.34 (-0.33%)
Close on Oct 19, 2026
- Market cap
- $13.11B
- P/E (TTM)
- 22.5
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
138M of 126M shares
Institutional holders
635
103 new, 85 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
0 buys · 26 sales
Net sold $18.59M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| FMR LLC | 9,773,826 | 7.70% | 13G (passive) amendment | Jun 30, 2026 |
| Franklin Resources, Inc. | 8,350,367 | 6.50% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Capital Management | 6,892,495 | 5.31% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 11,669,848 | 8.70% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BJ | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12,468,509 | 9.87% | $1.09B | +55,755 | 0.02% |
| FMR LLC | 9,798,026 | 7.76% | $854.58M | +2,473,075 | 0.04% |
| Victory Capital Management Inc | 9,479,369 | 7.50% | $826.79M | −1,774,812 | 0.46% |
| Franklin Resources Inc | 8,350,367 | 6.61% | $728.32M | +1,229,956 | 0.16% |
| Vanguard Portfolio Management LLC | 5,936,760 | 4.70% | $517.80M | −153,923 | 0.02% |
| Vanguard Capital Management LLC | 5,787,291 | 4.58% | $504.77M | −105,331 | 0.01% |
| State Street Corp | 5,198,701 | 4.12% | $453.43M | −276,954 | 0.01% |
| River Road Asset Management, LLC | 3,374,396 | 2.67% | $294.31M | −129,077 | 3.27% |
| Wellington Management Group Llp | 3,282,291 | 2.60% | $286.28M | +436,827 | 0.05% |
| Geode Capital Management, LLC | 3,217,653 | 2.55% | $280.70M | +74,280 | 0.01% |
| Kayne Anderson Rudnick Investment Management LLC | 2,974,555 | 2.35% | $259.44M | −571,154 | 0.81% |
| Capital International Investors | 2,709,266 | 2.14% | $236.30M | +513,644 | 0.05% |
| JPMorgan Chase & Co | 2,691,435 | 2.13% | $240.92M | −89,173 | 0.01% |
| Aqr Capital Management LLC | 2,616,277 | 2.07% | $228.19M | +2,146,045 | 0.08% |
| Massachusetts Financial Services Co /Ma/ | 2,596,063 | 2.06% | $227.40M | −712,950 | 0.07% |
| Morgan Stanley | 2,369,361 | 1.88% | $206.66M | −1,062,948 | 0.01% |
| Dimensional Fund Advisors LP | 2,140,737 | 1.69% | $186.74M | +226,176 | 0.03% |
| Bank of New York Mellon Corp | 2,059,727 | 1.63% | $179.65M | −609,325 | 0.03% |
| D. E. Shaw & Co., Inc. | 1,709,852 | 1.35% | $149.13M | +1,125,601 | 0.07% |
| Clearbridge Investments, LLC | 1,668,287 | 1.32% | $145.51M | −70,343 | 0.12% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 635 | 138M | 100.0% | 103 / 223 | 233 / 85 | 19M | 16M |
| Q1 2026 | 626 | 136M | 100.0% | 86 / 227 | 228 / 74 | 23M | 17M |
| Q4 2025 | 625 | 143M | 100.0% | 93 / 218 | 231 / 68 | 17M | 18M |
| Q3 2025 | 608 | 144M | 100.0% | 81 / 221 | 231 / 106 | 21M | 13M |
| Q2 2025 | 645 | 136M | 100.0% | 89 / 251 | 227 / 68 | 13M | 14M |
| Q1 2025 | 631 | 137M | 100.0% | 127 / 218 | 224 / 56 | 16M | 16M |
| Q4 2024 | 566 | 137M | 100.0% | 103 / 214 | 188 / 50 | 11M | 10M |
| Q3 2024 | 519 | 138M | 100.0% | 77 / 211 | 179 / 63 | 19M | 11M |
| Q2 2024 | 510 | 141M | 100.0% | 89 / 169 | 188 / 57 | 12M | 17M |
| Q1 2024 | 480 | 146M | 100.0% | 78 / 170 | 170 / 44 | 16M | 11M |
| Q4 2023 | 451 | 145M | 100.0% | 72 / 140 | 179 / 64 | 13M | 9M |
| Q3 2023 | 452 | 141M | 100.0% | 66 / 165 | 174 / 61 | 16M | 10M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BJ | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 4,369,904 | 3.46% | $381.14M | 0.31% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 4,054,489 | 3.21% | $353.63M | 0.02% | Jun 30, 2026 |
| Victory Pioneer Fund | 3,121,190 | 2.47% | $272.23M | 2.43% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,926,340 | 2.32% | $255.24M | 0.14% | Jun 30, 2026 |
| Putnam Large Cap Value Fund | 2,735,411 | 2.17% | $267.47M | 0.48% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,855,108 | 1.47% | $161.80M | 0.24% | Jun 30, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 1,554,018 | 1.23% | $132.53M | 0.05% | May 31, 2026 |
| Growth Fund of America | 1,546,549 | 1.22% | $131.89M | 0.04% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 1,464,878 | 1.16% | $127.77M | 0.13% | Jun 30, 2026 |
| Hartford Core Equity Fund | 1,334,685 | 1.06% | $130.51M | 1.14% | Jul 31, 2026 |
| Putnam Focused Large Cap Value ETF | 1,319,818 | 1.04% | $112.55M | 1.02% | May 29, 2026 |
| SMALLCAP World Fund Inc | 1,074,290 | 0.85% | $93.70M | 0.10% | Jun 30, 2026 |
| Fidelity Small Cap Value Fund | 986,514 | 0.78% | $96.46M | 1.76% | Jul 31, 2026 |
| Fidelity Equity-Income Fund | 899,843 | 0.71% | $87.99M | 0.74% | Jul 31, 2026 |
| VIP Mid Cap Portfolio | 856,399 | 0.68% | $74.70M | 0.78% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Robert W. Eddy | President & CEO, Director | 268,330 | 0.21% | Sep 17, 2026 |
| William C. Werner | EVP, Strategy & Development | 47,726 | 0.04% | Sep 29, 2026 |
| Stephanie Anne Reibling | See Remarks | 13,211 | 0.01% | Sep 2, 2026 |
| Joseph McGrail | SVP, Controller | 13,269 | 0.01% | Aug 26, 2026 |
| Monica Schwartz | EVP, CIDO | 23,080 | 0.02% | Aug 19, 2026 |
| Scott Schmadeke | EVP, Chief Operations Officer | 20,471 | 0.02% | Jun 12, 2026 |
| Timothy Pierce Morningstar | EVP, Chief Growth Officer | 38,780 | 0.03% | Apr 14, 2026 |
| Laura L. Felice | EVP, Chief Financial Officer | 109,390 | 0.09% | Apr 3, 2026 |
| Paul Cichocki | EVP, Chief Commercial Officer | 105,481 | 0.08% | Apr 3, 2026 |
| Graham Luce | EVP, Secretary | 18,194 | 0.01% | Apr 3, 2026 |
| Anjana Harve | EVP, Chief Information Officer | 13,899 | 0.01% | Apr 3, 2025 |
| Michelle J. Gloeckler | Director | 22,226 | 0.02% | Jun 22, 2026 |
| Steven L. Ortega | Director | 14,671 | 0.01% | Jun 22, 2026 |
| Darryl Brown | Director | 14,289 | 0.01% | Jun 22, 2026 |
| David A. Burwick | Director | 5,982 | 0.00% | Jun 22, 2026 |
| Robert Allan Steele | Director | 18,486 | 0.01% | Jun 22, 2026 |
| Maile Naylor | Director | 22,226 | 0.02% | Jun 22, 2026 |
| Christopher H. Peterson | Director | 26,413 | 0.02% | Jun 22, 2026 |
| Cathy Marie Robinson | Director | 8,396 | 0.01% | Jun 22, 2026 |
| Kenneth M. Parent | Director | 28,301 | 0.02% | Jun 22, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| William C. Werner EVP, Strategy & Development | Sep 27, 2026 | Tax withholding | −10,007 | $93.79 | $938.56K | 47,726 |
| Robert W. Eddy President & CEO, Director | Sep 15, 2026 | Sale(10b5-1 plan) | −2,400 | $95.80 | $229.92K | 266,330 |
| Robert W. Eddy President & CEO, Director | Sep 15, 2026 | Sale(10b5-1 plan) | −5,600 | $94.97 | $531.83K | 268,730 |
| Joseph McGrail SVP, Controller | Aug 25, 2026 | Sale | −1,500 | $96.65 | $144.98K | 13,269 |
| Robert W. Eddy President & CEO, Director | Aug 24, 2026 | Sale(10b5-1 plan) | −4,900 | $100.01 | $490.05K | 274,330 |
| Robert W. Eddy President & CEO, Director | Aug 24, 2026 | Option exercise | +4,900 | $17.00 | $83.30K | 279,230 |
| Monica Schwartz EVP, CIDO | Aug 17, 2026 | Tax withholding | −485 | $94.43 | $45.80K | 23,080 |
| Robert W. Eddy President & CEO, Director | Aug 14, 2026 | Sale(10b5-1 plan) | −100 | $93.98 | $9.40K | 274,330 |
| Robert W. Eddy President & CEO, Director | Aug 14, 2026 | Sale(10b5-1 plan) | −7,900 | $93.64 | $739.76K | 274,430 |
| Robert W. Eddy President & CEO, Director | Jul 29, 2026 | Option exercise | +73,016 | $17.00 | $1.24M | 355,346 |
| Robert W. Eddy President & CEO, Director | Jul 29, 2026 | Sale(10b5-1 plan) | −73,016 | $100.02 | $7.30M | 282,330 |
| Robert W. Eddy President & CEO, Director | Jul 15, 2026 | Sale(10b5-1 plan) | −400 | $89.15 | $35.66K | 289,930 |
| Robert W. Eddy President & CEO, Director | Jul 15, 2026 | Sale(10b5-1 plan) | −3,476 | $91.30 | $317.36K | 282,330 |
| Robert W. Eddy President & CEO, Director | Jul 15, 2026 | Sale(10b5-1 plan) | −4,124 | $90.29 | $372.36K | 285,806 |
| Maile Naylor Director | Jun 18, 2026 | Award | +2,288 | – | – | 22,226 |
| Cathy Marie Robinson Director | Jun 18, 2026 | Award | +2,288 | – | – | 8,396 |
| Darryl Brown Director | Jun 18, 2026 | Award | +2,288 | – | – | 14,289 |
| Michelle J. Gloeckler Director | Jun 18, 2026 | Award | +2,288 | – | – | 22,226 |
| Robert Allan Steele Director | Jun 18, 2026 | Award | +2,288 | – | – | 18,486 |
| Christopher H. Peterson Director | Jun 18, 2026 | Award | +2,288 | – | – | 26,413 |
| Kenneth M. Parent Director | Jun 18, 2026 | Award | +2,288 | – | – | 28,301 |
| Steven L. Ortega Director | Jun 18, 2026 | Award | +2,288 | – | – | 14,671 |
| David A. Burwick Director | Jun 18, 2026 | Award | +2,288 | – | – | 5,982 |
| Robert W. Eddy President & CEO, Director | Jun 15, 2026 | Sale(10b5-1 plan) | −1,400 | $91.35 | $127.89K | 290,330 |
| Robert W. Eddy President & CEO, Director | Jun 15, 2026 | Sale(10b5-1 plan) | −6,600 | $90.21 | $595.39K | 291,730 |
| Scott Schmadeke EVP, Chief Operations Officer | Jun 10, 2026 | Sale | −16,500 | $92.17 | $1.52M | 20,471 |
| Robert W. Eddy President & CEO, Director | May 15, 2026 | Sale(10b5-1 plan) | −2,457 | $96.60 | $237.35K | 298,330 |
| Robert W. Eddy President & CEO, Director | May 15, 2026 | Sale(10b5-1 plan) | −5,543 | $95.91 | $531.63K | 300,787 |
| Robert W. Eddy President & CEO, Director | Apr 15, 2026 | Sale(10b5-1 plan) | −300 | $91.69 | $27.51K | 306,330 |
| Robert W. Eddy President & CEO, Director | Apr 15, 2026 | Sale(10b5-1 plan) | −7,700 | $90.99 | $700.62K | 306,630 |
| Joseph McGrail SVP, Controller | Apr 15, 2026 | Sale(10b5-1 plan) | −2,050 | $91.19 | $186.94K | 14,769 |
| Timothy Pierce Morningstar EVP, Chief Growth Officer | Apr 13, 2026 | Sale | −7,436 | $93.19 | $692.96K | 38,780 |
| Timothy Pierce Morningstar EVP, Chief Growth Officer | Apr 10, 2026 | Sale | −7,436 | $90.40 | $672.21K | 46,216 |
| Scott Schmadeke EVP, Chief Operations Officer | Apr 1, 2026 | Award | +2,569 | – | – | 33,663 |
| Scott Schmadeke EVP, Chief Operations Officer | Apr 1, 2026 | Tax withholding | −4,883 | $94.61 | $461.98K | 28,780 |
| Scott Schmadeke EVP, Chief Operations Officer | Apr 1, 2026 | Award | +8,191 | – | – | 36,971 |
| Graham Luce EVP, Secretary | Apr 1, 2026 | Award | +6,341 | – | – | 18,194 |
| Graham Luce EVP, Secretary | Apr 1, 2026 | Award | +6,198 | – | – | 17,815 |
| Graham Luce EVP, Secretary | Apr 1, 2026 | Tax withholding | −5,962 | $94.61 | $564.06K | 11,853 |
| Robert W. Eddy President & CEO, Director | Apr 1, 2026 | Award | +54,962 | – | – | 314,330 |
| Robert W. Eddy President & CEO, Director | Apr 1, 2026 | Tax withholding | −49,137 | $94.61 | $4.65M | 259,368 |
| Robert W. Eddy President & CEO, Director | Apr 1, 2026 | Award | +48,376 | – | – | 308,505 |
| William C. Werner EVP, Strategy & Development | Apr 1, 2026 | Award | +7,860 | – | – | 58,358 |
| William C. Werner EVP, Strategy & Development | Apr 1, 2026 | Tax withholding | −7,495 | $94.61 | $709.10K | 50,863 |
| William C. Werner EVP, Strategy & Development | Apr 1, 2026 | Award | +6,870 | – | – | 57,733 |
| Joseph McGrail SVP, Controller | Apr 1, 2026 | Award | +1,511 | – | – | 15,751 |
| Joseph McGrail SVP, Controller | Apr 1, 2026 | Tax withholding | −3,060 | $94.61 | $289.51K | 12,691 |
| Joseph McGrail SVP, Controller | Apr 1, 2026 | Award | +4,128 | – | – | 16,819 |
| Laura L. Felice EVP, Chief Financial Officer | Apr 1, 2026 | Award | +13,740 | – | – | 92,868 |
| Laura L. Felice EVP, Chief Financial Officer | Apr 1, 2026 | Award | +10,279 | – | – | 90,353 |
| Laura L. Felice EVP, Chief Financial Officer | Apr 1, 2026 | Tax withholding | −11,225 | $94.61 | $1.06M | 79,128 |
| Timothy Pierce Morningstar EVP, Chief Growth Officer | Apr 1, 2026 | Tax withholding | −10,996 | $94.61 | $1.04M | 41,101 |
| Timothy Pierce Morningstar EVP, Chief Growth Officer | Apr 1, 2026 | Award | +10,884 | – | – | 52,097 |
| Timothy Pierce Morningstar EVP, Chief Growth Officer | Apr 1, 2026 | Award | +12,551 | – | – | 53,652 |
| Monica Schwartz EVP, CIDO | Apr 1, 2026 | Award | +7,927 | – | – | 23,565 |
| Monica Schwartz EVP, CIDO | Apr 1, 2026 | Tax withholding | −5,509 | $94.61 | $521.21K | 15,638 |
| Monica Schwartz EVP, CIDO | Apr 1, 2026 | Award | +6,046 | – | – | 21,147 |
| Paul Cichocki EVP, Chief Commercial Officer | Apr 1, 2026 | Award | +16,326 | – | – | 105,481 |
| Paul Cichocki EVP, Chief Commercial Officer | Apr 1, 2026 | Award | +15,854 | – | – | 105,236 |
| Paul Cichocki EVP, Chief Commercial Officer | Apr 1, 2026 | Tax withholding | −16,099 | $94.61 | $1.52M | 89,382 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Eddy Robert CEO | Oct 15, 2026 | 24,000 | $2.19M | Oct 15, 2026 | Stock Award |
| Felice Laura Officer | Oct 15, 2026 | 8,452 | $887.04K | Oct 15, 2026 | Stock Award |
| Werner William Officer | Oct 1, 2026 | 3,000 | $285.00K | Oct 1, 2026 | Stock Award |
| Morningstar Timothy Officer | Oct 1, 2026 | 4,856 | $456.91K | Oct 1, 2026 | Stock Award |
| McGrail Joseph Officer | Aug 25, 2026 | 1,500 | $144.97K | Aug 25, 2026 | Stock Award |
| Eddy Robert CEO | Jul 29, 2026 | 262,500 | $26.25M | Jul 29, 2026 | Stock Option |
| Eddy Robert CEO | Jul 15, 2026 | 24,000 | $2.04M | Jul 15, 2026 | Stock Award |
| Schmadeke Scott Officer | Jun 10, 2026 | 16,500 | $1.52M | Jun 10, 2026 | Stock Award |
| McGrail Joseph Officer | Apr 15, 2026 | 2,050 | $186.94K | Apr 15, 2026 | Stock Award |
| Eddy Robert CEO | Apr 15, 2026 | 24,000 | $2.18M | Apr 15, 2026 | Stock Award |
| Morningstar Timothy Officer | Apr 10, 2026 | 14,872 | $1.34M | Apr 10, 2026 | Stock Award |
| Felice Laura Officer | Feb 17, 2026 | 87,167 | $9.14M | Feb 17, 2026 | Stock Award |
| Werner William Officer | Dec 5, 2025 | 7,000 | $637.66K | Dec 5, 2025 | Stock Award |
| Eddy Robert Officer | Nov 3, 2025 | 17,898 | $1.61M | Nov 3, 2025 | Stock Award |
| Luce Graham Officer | Sep 17, 2025 | 6,300 | $629.12K | Sep 17, 2025 | Stock Award |