BGM — BGM GROUP LTD
As of Q2 2026, 4 SEC-registered investment managers reported holding BGM (BGM GROUP LTD) in their latest 13F filings, with a combined reported value of $58.17K across 158.13K shares. That is +222.0% by share count (+109.02K shares) versus the previous quarter, while reported value moved +291.5%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 2 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BGM is classified in the Health Care 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.
Q2 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Geode Capital Management history | 98.47K | $36.20K | 0.00% | Add |
| UBS Group AG history | 57.65K | $21.21K | 0.00% | Add |
| JPMorgan Chase & Co history | 1.81K | $681 | 0.00% | New |
| Morgan Stanley history | 200 | $74 | 0.00% | Hold |
Q1 2026 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Geode Capital Management history | 46.96K | $14.21K | 0.00% | Hold |
| UBS Group AG history | 1.95K | $590 | 0.00% | Reduce |
| Morgan Stanley history | 200 | $61 | 0.00% | New |
Q4 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Invesco Ltd history | 132.49K | $488.89K | 0.00% | Reduce |
| Geode Capital Management history | 47.16K | $174.02K | 0.00% | Add |
| UBS Group AG history | 2.89K | $10.65K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 1.75K | $6.47K | 0.00% | New |
| Bank of America Corp history | 5 | $18 | 0.00% | New |
Q3 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Invesco Ltd history | 162.88K | $1.67M | 0.00% | New |
| Geode Capital Management history | 45.25K | $463.37K | 0.00% | Add |
| UBS Group AG history | 7.34K | $75.19K | 0.00% | Reduce |
Q2 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Geode Capital Management history | 38.91K | $412.09K | 0.00% | New |
| Renaissance Technologies history | 29.97K | $317.34K | 0.00% | Add |
| Marshall Wace history | 20.63K | $218.49K | 0.00% | New |
| Millennium Management history | 18.51K | $196.05K | 0.00% | Add |
| UBS Group AG history | 8.64K | $91.55K | 0.00% | Add |
| Citigroup Inc history | 18 | $191 | 0.00% | New |
Q1 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Invesco Ltd history | 64.07K | $732.96K | 0.00% | New |
| Millennium Management history | 16.27K | $186.18K | 0.00% | New |
| Renaissance Technologies history | 13.28K | $151.96K | 0.00% | New |
| Morgan Stanley history | 358 | $4.10K | 0.00% | Hold |
| UBS Group AG history | 302 | $3.46K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 1.81K sh · $681
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 10 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 |
|---|---|---|---|---|---|---|---|---|---|
| Geode Capital Management | 98.47K | 46.96K | 47.16K | 45.25K | 38.91K | — | — | — | — |
| UBS Group AG | 57.65K | 1.95K | 2.89K | 7.34K | 8.64K | 302 | 3.41K | — | 5.34K |
| JPMorgan Chase & Co | 1.81K | — | 1.75K | — | — | — | — | — | — |
| Morgan Stanley | 200 | 200 | — | — | — | 358 | 358 | 358 | 358 |
| Bank of America Corp | — | — | 5 | — | — | — | — | — | — |
| Invesco Ltd | — | — | 132.49K | 162.88K | — | 64.07K | — | — | — |
| Renaissance Technologies | — | — | — | — | 29.97K | 13.28K | — | — | — |
| Citigroup Inc | — | — | — | — | 18 | — | — | — | — |
| Marshall Wace | — | — | — | — | 20.63K | — | — | — | — |
| Millennium Management | — | — | — | — | 18.51K | 16.27K | — | — | — |
▲ 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