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 265 institutions that hold shares in the stock, with a total of 120 Million shares, which have been reported (via 13F filing form) to have a value of $881 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
|
$7,370
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
1,000
shares
|
$7,370
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
940
shares
|
$6,927
0.0% of portfolio
|
Q1 2025
Added 172.46%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
796
shares
|
$5,866
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
745
shares
|
$5,490
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
617
shares
|
$4,547
0.0% of portfolio
|
Q2 2025
Added 71.87%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
570
shares
|
$4,200
0.0% of portfolio
|
Q1 2025
Reduced 77.2%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
570
shares
|
$4,200
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
545
shares
|
$4,016
0.0% of portfolio
|
Q1 2025
Reduced 40.31%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
530
shares
|
$3,906
0.0% of portfolio
|
Q3 2024
Added 1666.67%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
500
shares
|
$3,685
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
500
shares
|
$3,685
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
500
shares
|
$3,685
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
375
shares
|
$2,763
0.0% of portfolio
|
Q1 2025
Reduced 99.78%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
337
shares
|
$2,483
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
321
shares
|
$2,365
0.0% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
250
shares
|
$1,842
0.0% of portfolio
|
Q1 2025
Reduced 76.19%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
250
shares
|
$1,842
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
200
shares
|
$1,474
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
188
shares
|
$1,385
0.0% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
170
shares
|
$1,252
0.0% of portfolio
|
Q2 2025
Reduced 46.03%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
153
shares
|
$1,127
0.0% of portfolio
|
Q1 2025
Added 2450.0%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
148
shares
|
$1,090
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
142
shares
|
$1,046
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
113
shares
|
$832
0.0% of portfolio
|
Q1 2025
New holding
|