BBAI — BIGBEAR AI HLDGS INC
As of Q2 2026, 30 SEC-registered investment managers reported holding BBAI (BIGBEAR AI HLDGS INC) in their latest 13F filings, with a combined reported value of $350.43M across 96.12M shares. That is +4.9% by share count (+4.47M shares) versus the previous quarter, while reported value moved +9.2%. Ownership is concentrated: the five largest holders account for 80.9% of reported value and the top ten for 94.2%.
Compared with the prior quarter, 2 opened new positions, 16 added to existing stakes, 11 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BBAI is classified in the Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 32.70M | $176.55M | 0.00% | Add |
| BlackRock Inc history | Q2 2026 | 40.57M | $148.90M | 0.00% | Add |
| Geode Capital Management history | Q2 2026 | 12.40M | $45.50M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 10.16M | $37.28M | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 9.74M | $35.76M | 0.01% | Reduce |
| Northern Trust Corp history | Q2 2026 | 4.33M | $15.90M | 0.00% | Add |
| Renaissance Technologies history | Q3 2025 | 2.29M | $14.93M | 0.02% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 4.03M | $14.77M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 3.51M | $12.90M | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 2.39M | $8.79M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 1.43M | $5.24M | 0.00% | Add |
| Deutsche Bank AG history | Q2 2026 | 1.36M | $5.00M | 0.00% | Add |
| CPP Investments history | Q1 2026 | 1.41M | $4.98M | 0.00% | Hold |
| D. E. Shaw & Co history | Q2 2026 | 1.15M | $4.22M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 959.20K | $3.53M | 0.00% | New |
| Bank of America Corp history | Q2 2026 | 849.07K | $3.12M | 0.00% | Reduce |
| Point72 Asset Management history | Q1 2026 | 830.26K | $2.92M | 0.00% | New |
| Citigroup Inc history | Q2 2026 | 565.50K | $2.08M | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 505.61K | $1.86M | 0.00% | Add |
| Legal & General Investment Management America history | Q2 2026 | 362.03K | $1.33M | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 959.20K sh · $3.53M
- Millennium Management 29.40K sh · $107.90K
Fully Exited (vs previous quarter)
- CPP Investments sold 1.41M sh · $4.98M
- Point72 Asset Management sold 830.26K sh · $2.92M
- Janus Henderson Group sold 199.70K sh · $703.94K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | 7.48M | 8.49M | 8.02M | 20.13M | 23.75M | 35.60M | 35.95M | 40.57M |
| Geode Capital Management | — | — | — | — | — | — | 255.15K | 738.22K | 787.04K | 1.06M | 1.68M | 2.16M | 2.20M | 2.25M | 5.07M | 7.54M | 10.25M | 10.59M | 12.40M |
| Citadel Advisors | 192.29K | 133.76K | 32.30K | 11.10K | — | 135.83K | 42.65K | 85.48K | 56.01K | 434.79K | 212.58K | 220.70K | 1.86M | 4.27M | 11.31M | 14.03M | 19.17M | 12.57M | 10.16M |
| UBS Group AG | 687 | 163.37K | 13.12K | 58.36K | 66.55K | 37.39K | 67.17K | 55.63K | 85.55K | 108.52K | 67.47K | 139.34K | 3.92M | 4.08M | 1.18M | 4.23M | 10.39M | 10.18M | 9.74M |
| Northern Trust Corp | — | — | — | — | — | — | 175.71K | 284.86K | 280.72K | 423.23K | 432.50K | 759.91K | 839.50K | 902.02K | 2.18M | 2.70M | 3.54M | 3.71M | 4.33M |
| Charles Schwab Investment Management | — | — | — | — | — | — | 61.38K | 77.15K | 112.96K | 167.76K | 289.92K | 289.72K | 298.60K | 298.61K | 778.19K | 2.91M | 3.65M | 3.61M | 4.03M |
| Goldman Sachs Group | — | 17.25K | — | 58.67K | — | 14.14K | 26.61K | 12.54K | — | 21.90K | 47.54K | 218.30K | 349.89K | 2.34M | 3.15M | 5.10M | 6.72M | 3.89M | 3.51M |
| Morgan Stanley | 100 | 1.61K | 4.94K | 22.90K | 1.07K | 81.20K | 192.04K | 258.05K | 462.54K | 411.56K | 370.97K | 633.13K | 962.04K | 1.85M | 1.71M | 2.76M | 3.72M | 1.87M | 2.39M |
| BNY Mellon | — | — | — | — | — | — | 63.91K | 63.91K | 110.77K | 118.10K | 307.69K | 231.59K | 227.16K | 283.72K | 798.39K | 916.62K | 1.26M | 1.26M | 1.43M |
| Deutsche Bank AG | — | — | — | — | — | — | — | — | — | 23.01K | 18.78K | 52.63K | 55.05K | 82.25K | 191.32K | 221.53K | 2.60M | 1.25M | 1.36M |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 16.10K | 360.00K | 1.15M |
| JPMorgan Chase & Co | — | 7.82K | 2 | 2 | 2 | 2 | 21.40K | 17.41K | 37.54K | 42.61K | 52.21K | 45.58K | 51.17K | 71.54K | 2.40M | 1.09M | 1.07M | — | 959.20K |
| Bank of America Corp | — | 1.97K | 1.77K | 4.87K | — | 2.21M | 3.08M | 2.35M | 1.90M | 1.22M | 1.24M | 314.05K | 146.63K | 592.12K | 177.11K | 175.48K | 1.00M | 860.02K | 849.07K |
| Citigroup Inc | — | 2.42K | — | — | — | 10 | 8.00K | 433 | 5.83K | 9.65K | 22.37K | 73.72K | 117.92K | 452.33K | 626.77K | 390.18K | 291.29K | 283.72K | 565.50K |
| Wells Fargo & Co | — | 24.30K | — | — | — | — | 11.02K | 5.93K | 7.75K | 53.09K | 70.28K | 74.66K | 78.46K | 103.57K | 391.81K | 418.49K | 614.99K | 250.47K | 505.61K |
| Legal & General Investment Management America | — | — | — | — | — | — | 3.22K | 3.22K | 3.22K | 5.48K | 10.62K | 10.62K | 10.30K | 161.42K | 335.04K | 315.43K | 420.65K | 338.90K | 362.03K |
| Invesco Ltd | — | 358.38K | 500.93K | — | — | — | 13.71K | 13.71K | 11.93K | 14.29K | 19.59K | 19.52K | 21.15K | 26.73K | 158.18K | 160.36K | 250.97K | 346.75K | 261.95K |
| Manulife Financial | — | — | — | — | — | — | — | — | — | 17.48K | 41.07K | 39.90K | 38.23K | 39.10K | 102.67K | 170.93K | 217.98K | 207.66K | 249.19K |
| Two Sigma Investments | — | — | — | — | — | 55.04K | — | — | — | 1.23M | 53.50K | — | 15.75K | 1.63M | 1.85M | 4.90M | 706.95K | 706.85K | 221.61K |
| Balyasny Asset Management | — | — | — | — | — | — | — | — | — | — | — | — | — | 157.59K | — | — | 231.40K | 168.79K | 148.51K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details