Institutional Ownership Big Bear.Ai Holdings, Inc. (BBAI)
This table provides information about the institutional ownership of Big Bear.Ai Holdings, Inc. (BBAI). We have compiled data on the 299 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $703 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
1,000
shares
|
$6,460
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
1,000
shares
|
$6,460
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
940
shares
|
$6,072
0.0% of portfolio
|
Q1 2025
Added 172.46%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
796
shares
|
$5,142
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
785
shares
|
$5,071
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
745
shares
|
$4,812
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
700
shares
|
$4,522
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
678
shares
|
$4,379
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
617
shares
|
$3,985
0.0% of portfolio
|
Q2 2025
Added 71.87%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
570
shares
|
$3,682
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
557
shares
|
$3,598
0.0% of portfolio
|
Q2 2025
Added 264.05%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
530
shares
|
$3,423
0.0% of portfolio
|
Q3 2024
Added 1666.67%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
520
shares
|
$3,359
0.0% of portfolio
|
Q2 2025
Added 940.0%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
500
shares
|
$3,230
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
500
shares
|
$3,230
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
350
shares
|
$2,261
0.0% of portfolio
|
Q2 2025
Added 250.0%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
337
shares
|
$2,177
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
321
shares
|
$2,073
0.0% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
300
shares
|
$1,938
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
250
shares
|
$1,615
0.0% of portfolio
|
Q1 2025
Reduced 76.19%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
250
shares
|
$1,615
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
240
shares
|
$1,550
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
200
shares
|
$1,292
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
200
shares
|
$1,292
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
188
shares
|
$1,214
0.0% of portfolio
|
Q1 2025
Reduced 6.0%
|