MetaCap

Who Owns Binah Capital Group Stock?

NASDAQ: BCGFinancial ServicesAsset ManagementUSD

1.05+0.0543 (+5.48%)

At close: Oct 8, 4:00 PM ET · Delayed 15 min

Ownership breakdown

Held by institutions
1.96%
Institutional holders
14
  • Institutions 2.0%
  • Insiders 80.0%
  • Public and other 18.0%

Who owns Binah Capital Group stock?

Institutional investors own about 2.0% of Binah Capital Group's shares, spread across 14 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 80.03% of BCG.

The largest institutional holders are Vanguard Capital Management LLC (0.73%), Geode Capital Management, LLC (0.23%) and Grimes & Co Wealth Management, LLC (0.20%). Together, the top 10 institutions control 1.9% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their BCG positions and 1 reduced them.

Summary generated from market data by MetaCap's automated system. Methodology

Top institutional holders of BCG

Binah Capital Group top institutional holders
InstitutionShares% HeldChange
Vanguard Capital Management LLC123.96K0.73%0.0%
Geode Capital Management, LLC39.43K0.23%+9.0%
Grimes & Co Wealth Management, LLC33.48K0.20%0.0%
Citadel Advisors Llc32.40K0.19%+100.0%
State Street Corporation25.10K0.15%0.0%
Vanguard Fiduciary Trust Co22.00K0.13%0.0%
Keystone Wealth Services, LLC21.20K0.12%+100.0%
Blackrock Inc.13.29K0.08%+11.8%
UBS Group AG11.76K0.07%-23.8%
Citigroup Inc.6.70K0.04%+100.0%

% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.

Top mutual fund and ETF holders of BCG

Binah Capital Group top fund holders
FundShares% Held
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund95.20K0.56%
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund28.76K0.17%
Fidelity Concord Street Trust-Fidelity Extended Market Index Fund17.91K0.10%
iShares Trust-iShares Micro-Cap ETF12.49K0.07%
Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund10.16K0.06%
Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund5.33K0.03%
Fidelity Concord Street Trust-Fidelity Total Market Index Fund3.62K0.02%
EQ Advisors Trust-1290 VT Micro Cap Portfolio7170.00%

Frequently asked questions

Who is the largest shareholder of Binah Capital Group?

Vanguard Capital Management LLC is the largest institutional shareholder of BCG, owning 0.73% of shares outstanding (123.96K shares) as of its latest 13F filing.

What percentage of Binah Capital Group is owned by institutions?

Institutions own about 2.0% of BCG shares and 9.8% of the public float.

How much of Binah Capital Group do insiders own?

Insiders, such as officers and directors, own about 80.03% of BCG shares outstanding.

Where does institutional ownership data come from?

Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.

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