DOSSIER · 13F Holders · Q2 2026Financial Services · Security & Commodity Brokers, Dealers, Exchanges & Services
BGC

BGC GROUP INC

382 institutions still hold BGC GROUP INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 088929104·Security & Commodity Brokers, Dealers, Exchanges & Services·382 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$2.5B
visible holders
Holders
382
filers reporting
Concentration
24.86%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q2 2026

Emergent Wealth Advisors, Crossmark Global Holdings and Procyon Advisors all reported the exact same share counts in BGC Group this quarter as last — 32,180, 17,483 and 15,405 shares respectively, untouched. That stability sits against a much busier backdrop: eight brand-new institutional positions opened this quarter, led by Moody Aldrich Partners' $2.7 million stake (now the second-largest holder in the stock at 8.6% of tracked value) and Y-Intercept (Hong Kong) Ltd's $2.0 million entry. O'Keefe Stevens Advisory, still overwhelmingly the dominant holder at 61.8% of the $31.7 million in institutional value 13F Insight can see, added only modestly (up 1.6%) — its scale means even a small percentage move is the largest dollar trade in the filing. Diversified Trust Co made the quarter's more genuinely aggressive build, growing its stake 66.3% (111,510 to 185,459 shares). With 35 institutions now holding BGC and nearly a quarter of them new to the stock this quarter, the register looks like it's actively widening even as its biggest holder and its steadiest three barely changed a thing.

Eight brand-new institutional positions opened in BGC Group this quarter, a substantial wave for a stock with 35 total tracked holders — nearly one in four is a first-timer. Moody Aldrich Partners opened the largest, a $2.7 million stake (253,999 shares), instantly becoming the second-largest holder in the stock at 8.6% of the $31.7 million in institutional value 13F Insight can see. Y-Intercept (Hong Kong) Ltd opened a similarly sized $2.0 million position (185,196 shares). Six smaller new positions followed, from Enclave Advisors ($355,176) down to Marquette Asset Management's $1,690 toe-hold.

O'Keefe Stevens Advisory remains overwhelmingly the dominant holder, at 61.8% of tracked value — more than everyone else in the filing combined. It added modestly this quarter, up 1.6% in shares (1,805,789 to 1,833,931), and because of its sheer size, that small percentage move was still the largest dollar trade in the entire filing at roughly $300,838 in real buying.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$614M57.5M0.01%Q2 2026
02
Vanguard Portfolio Management
CIK 0002100121· Index
$275M25.7M0.01%Q2 2026
03
Rubric Capital Management LP
CIK 0001687509
$254M23.8M2.33%Q2 2026
04
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$178M16.6M0.00%Q2 2026
05
STATE STREET CORP
CIK 0000093751
$164M15.3M0.00%Q2 2026
06
FMR LLC
CIK 0000315066
$113M10.6M0.00%Q2 2026
07
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$104M9.7M0.01%Q2 2026
08
Nuveen, LLC
CIK 0001871926
$99M9.3M0.02%Q2 2026
09
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$88M8.3M0.02%Q2 2026
10
Boston Partners
CIK 0001386060
$77M7.2M0.07%Q2 2026
11
Invesco Ltd.
CIK 0000914208
$69M6.4M0.01%Q2 2026
12
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 0001164508
$66M6.2M0.03%Q2 2026
13
LAZARD ASSET MANAGEMENT LLC
CIK 0001207017
$58M5.4M0.09%Q2 2026
14
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$53M5.0M0.01%Q2 2026
15
MORGAN STANLEY
CIK 0000895421
$50M4.6M0.00%Q2 2026
16
JPMORGAN CHASE & CO
CIK 0000019617
$45M4.3M0.00%Q2 2026
17
Private Capital Management, LLC
CIK 0001588456
$45M4.2M3.97%Q2 2026
18
NORTHERN TRUST CORP
CIK 0000073124· Index
$42M3.9M0.00%Q2 2026
19
SOROS FUND MANAGEMENT LLC
CIK 0001029160
$41M4.2M0.45%Q1 2026
20
AltraVue Capital, LLC
CIK 0001740837
$36M3.3M2.58%Q2 2026
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Insiders at BGC GROUP INC
Hauf Jason W.Merkel Stephen MWindeatt Sean AAbularrage John J.Aubin Jean-PierreAddas William DeanBell Linda AMbanefo Arthur U