BJ's Wholesale Club Holdings, Inc. (BJ) shareholders
BJNYSERetail-Variety StoresFiscal year ends January 30
Financials through Q2 FY2026, quarter ended Aug 1, 2026Last filing: 10-Q on Aug 25, 2026Score 9/3015% above fair value
$110.34−0.54 (-0.49%)
Close on Nov 13, 2026Market cap $13.94BP/E 24.1Yield –
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 · 34 sales
Net sold $39.39M
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 Joint filing with Abigail P. Johnson (10.90%) | 14,488,464 | 10.90% | 13G (passive) amendment | Sep 30, 2024 |
| BlackRock, Inc. | 11,669,848 | 8.70% | 13G (passive) amendment | Dec 31, 2023 |
| Abigail P. Johnson Joint filing with FMR LLC (7.70%) | 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 |
| Victory Capital Management, Inc. | 7,637,818 | 6.05% | 13G (passive) | Sep 30, 2026 |
| Vanguard Capital Management | 6,892,495 | 5.31% | 13G (passive) | Mar 31, 2026 |
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)
577 funds held BJ in Q2 2026, 35% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 | 260,330 | 0.21% | Oct 15, 2026 |
| Laura L. Felice | EVP, Chief Financial Officer | 100,938 | 0.08% | Nov 4, 2026 |
| Timothy Pierce Morningstar | EVP, Chief Growth Officer | 33,924 | 0.03% | Oct 2, 2026 |
| William C. Werner | EVP, Strategy & Development | 50,160 | 0.04% | Oct 2, 2026 |
| Graham Luce | EVP, Secretary | 24,715 | 0.02% | Oct 2, 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 |
| Paul Cichocki | EVP, Chief Commercial Officer | 105,481 | 0.08% | 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 |
| Maile Naylor | Director | 22,226 | 0.02% | 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 |
| 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 |
|---|---|---|---|---|---|---|
| Laura L. Felice EVP, Chief Financial Officer | Nov 2, 2026 | Sale(10b5-1 plan) | −10,000 | $110.53 | $1.11M | 84,416 |
| Laura L. Felice EVP, Chief Financial Officer | Nov 2, 2026 | Option exercise | +10,000 | $17.00 | $170.00K | 94,416 |
| Laura L. Felice EVP, Chief Financial Officer | Oct 15, 2026 | Sale(10b5-1 plan) | −8,452 | $104.95 | $887.04K | 84,416 |
| Robert W. Eddy President & CEO, Director | Oct 15, 2026 | Sale(10b5-1 plan) | −1,000 | $105.41 | $105.41K | 258,330 |
| Robert W. Eddy President & CEO, Director | Oct 15, 2026 | Sale(10b5-1 plan) | −2,000 | $104.64 | $209.28K | 259,330 |
| Robert W. Eddy President & CEO, Director | Oct 15, 2026 | Sale(10b5-1 plan) | −5,000 | $103.46 | $517.30K | 261,330 |
| Robert W. Eddy President & CEO, Director | Oct 14, 2026 | Sale(10b5-1 plan) | −15,784 | $103.16 | $1.63M | 266,330 |
| Robert W. Eddy President & CEO, Director | Oct 14, 2026 | Sale(10b5-1 plan) | −100,900 | $102.61 | $10.35M | 282,114 |
| Robert W. Eddy President & CEO, Director | Oct 14, 2026 | Sale(10b5-1 plan) | −37,500 | $101.49 | $3.81M | 383,014 |
| Robert W. Eddy President & CEO, Director | Oct 14, 2026 | Sale(10b5-1 plan) | −18,000 | $100.45 | $1.81M | 420,514 |
| Robert W. Eddy President & CEO, Director | Oct 14, 2026 | Option exercise | +172,184 | $17.00 | $2.93M | 438,514 |
| Robert W. Eddy President & CEO, Director | Oct 13, 2026 | Sale(10b5-1 plan) | −12,400 | $100.18 | $1.24M | 266,330 |
| Robert W. Eddy President & CEO, Director | Oct 13, 2026 | Option exercise | +12,400 | $17.00 | $210.80K | 278,730 |
| Timothy Pierce Morningstar EVP, Chief Growth Officer | Oct 1, 2026 | Sale | −4,856 | $94.09 | $456.90K | 33,924 |
| William C. Werner EVP, Strategy & Development | Oct 1, 2026 | Sale | −3,000 | $95.00 | $285.00K | 50,160 |
| William C. Werner EVP, Strategy & Development | Sep 30, 2026 | Award | +5,434 | – | – | 53,160 |
| Graham Luce EVP, Secretary | Sep 30, 2026 | Award | +6,521 | – | – | 24,715 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
6.41%
8M shares short
Days to cover
3.8
At 2M shares a day
Change since last report
-21.8%
From 10M shares
Short volume, 20 days
38.0%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of BJ's Wholesale Club's stock actually held short. Settlement fails (shares not delivered on time) peaked at 9,923 shares on Sep 29, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Laura L. Felice Officer | Nov 2, 2026 | 10,000 | $1.11M | Nov 2, 2026 | Stock Award |
| Robert W. Eddy CEO | Oct 15, 2026 | 24,000 | $2.19M | Oct 15, 2026 | Stock Award |
| Laura L. Felice Officer | Oct 15, 2026 | 8,452 | $887.04K | Oct 15, 2026 | Stock Award |
| William C. Werner Officer | Oct 1, 2026 | 3,000 | $285.00K | Oct 1, 2026 | Stock Award |
| Timothy Pierce Morningstar Officer | Oct 1, 2026 | 4,856 | $456.91K | Oct 1, 2026 | Stock Award |
| Joseph McGrail Officer | Aug 25, 2026 | 1,500 | $144.97K | Aug 25, 2026 | Stock Award |
| Robert W. Eddy CEO | Jul 29, 2026 | 262,500 | $26.25M | Jul 29, 2026 | Stock Option |
| Robert W. Eddy CEO | Jul 15, 2026 | 24,000 | $2.04M | Jul 15, 2026 | Stock Award |
| Scott Schmadeke Officer | Jun 10, 2026 | 16,500 | $1.52M | Jun 10, 2026 | Stock Award |
| Joseph McGrail Officer | Apr 15, 2026 | 2,050 | $186.94K | Apr 15, 2026 | Stock Award |
| Robert W. Eddy CEO | Apr 15, 2026 | 24,000 | $2.18M | Apr 15, 2026 | Stock Award |
| Timothy Pierce Morningstar Officer | Apr 10, 2026 | 14,872 | $1.34M | Apr 10, 2026 | Stock Award |
| Laura L. Felice Officer | Feb 17, 2026 | 87,167 | $9.14M | Feb 17, 2026 | Stock Award |
| William C. Werner Officer | Dec 5, 2025 | 7,000 | $637.66K | Dec 5, 2025 | Stock Award |
| Robert W. Eddy Officer | Nov 3, 2025 | 17,898 | $1.61M | Nov 3, 2025 | Stock Award |
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