Institutional Ownership Bentley Systems Inc (BSY)
This table provides information about the institutional ownership of Bentley Systems Inc (BSY). We have compiled data on the 472 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $7.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
19
shares
|
$1,064
0.0% of portfolio
|
Q1 2025
Added 35.71%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
14
shares
|
$784
0.0% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
13
shares
|
$728
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
13
shares
|
$728
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
13
shares
|
$728
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
12
shares
|
$672
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
11
shares
|
$616
0.0% of portfolio
|
Q4 2024
Reduced 73.17%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
11
shares
|
$616
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
9
shares
|
$504
0.0% of portfolio
|
Q1 2025
Added 80.0%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
9
shares
|
$504
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
6
shares
|
$336
0.0% of portfolio
|
Q1 2025
Reduced 99.67%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
5
shares
|
$280
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
5
shares
|
$280
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
4
shares
|
$224
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
4
shares
|
$224
0.0% of portfolio
|
Q1 2025
Reduced 95.06%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
2
shares
|
$112
0.0% of portfolio
|
Q1 2025
Reduced 86.67%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
2
shares
|
$112
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|