Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
257 institutional managers reported holding BHE for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 63%. 51 opened new positions; 32 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 5.64M | 15.55% | $316.4M | added +1.1% | ≤2013 |
| Vanguard Group | 4.99M | 13.76% | $279.8M | added +1.8% | ≤2013 |
| Franklin Resources | 2.76M | 7.61% | $154.8M | trimmed -5% | 2020 Q3 |
| Dimensional Fund Advisors | 2.49M | 6.88% | $139.9M | trimmed -0.9% | ≤2013 |
| Earnest Partners LLC | 1.70M | 4.70% | $95.5M | trimmed -2.8% | 2025 Q4 |
| American Century Companies INC | 1.49M | 4.11% | $83.6M | added +11.6% | 2021 Q2 |
| State Street | 1.39M | 3.82% | $77.7M | unchanged | ≤2013 |
| Geode Capital | 902.7k | 2.49% | $50.6M | added +0.9% | ≤2013 |
| Wellington Management | 769.0k | 2.12% | $43.1M | added +37% | 2023 Q1 |
| Charles Schwab Investment Management | 647.0k | 1.78% | $36.3M | trimmed -4.7% | ≤2013 |
| First Trust Advisors LP | 616.5k | 1.70% | $34.6M | trimmed -42.2% | 2021 Q3 |
| Morgan Stanley | 598.6k | 1.65% | $33.6M | added +41.5% | ≤2013 |
| Boston Partners | 459.9k | 1.27% | $25.8M | trimmed -3% | 2023 Q1 |
| Qube Research & Technologies LTD | 423.2k | 1.17% | $23.7M | trimmed -18% | 2024 Q1 |
| Allianz Asset Management GmbH | 415.4k | 1.15% | $23.3M | added +3.5% | 2021 Q3 |
| Two Sigma | 410.3k | 1.13% | $23.0M | added +126.1% | 2025 Q3 |
| Tributary Capital Management, LLC | 397.5k | 1.10% | $22.3M | trimmed -2.9% | 2018 Q2 |
| Northern Trust | 384.4k | 1.06% | $21.6M | added +2.9% | ≤2013 |
| Goldman Sachs | 367.5k | 1.01% | $20.6M | trimmed -20.8% | ≤2013 |
| FMR (Fidelity) | 363.1k | 1.00% | $20.4M | added +18.9% | 2018 Q3 |
| Invesco | 324.3k | 0.89% | $18.2M | trimmed -64.8% | ≤2013 |
| BNY Mellon | 311.2k | 0.86% | $17.5M | trimmed -2.4% | ≤2013 |
| Jane Street | 306.6k | 0.84% | $17.2M | added +81.2% | 2023 Q3 |
| First Eagle Investment Management | 296.6k | 0.82% | $16.6M | added +18.4% | 2023 Q2 |
| Bridgeway Capital Management, LLC | 276.7k | 0.76% | $15.5M | trimmed -0.7% | ≤2013 |
| Kennedy Capital Management LLC | 276.2k | 0.76% | $15.5M | trimmed -30% | 2023 Q3 |
| Aristotle Capital Boston, LLC | 265.4k | 0.73% | $14.9M | trimmed -15.8% | 2014 Q4 |
| Citadel Advisors | 242.4k | 0.67% | $13.6M | added +163.5% | 2024 Q4 |
| Ameriprise Financial INC | 224.9k | 0.62% | $12.6M | trimmed -3.2% | ≤2013 |
| UBS | 217.6k | 0.60% | $12.2M | added +30.5% | ≤2013 |
| Principal Financial Group INC | 207.4k | 0.57% | $11.6M | added +21.9% | ≤2013 |
| Oberweis Asset Management INC/ | 201.9k | 0.56% | $11.3M | added +1.8% | 2025 Q4 |
| Envestnet Asset Management INC | 198.2k | 0.55% | $11.1M | unchanged | 2015 Q3 |
| Focus Partners Wealth | 196.6k | 0.54% | $11.0M | added +1.1% | 2025 Q4 |
| Empowered Funds, LLC | 168.1k | 0.46% | $9.4M | added +5% | 2023 Q2 |
| SG Capital Management LLC | 160.9k | 0.44% | $9.0M | opened | 2026 Q1 |
| Victory Capital Management INC | 154.3k | 0.42% | $8.7M | trimmed -4.4% | 2019 Q3 |
| Teacher Retirement System OF Texas | 145.0k | 0.40% | $8.1M | trimmed -5.8% | 2022 Q3 |
| Nuveen | 136.6k | 0.38% | $7.7M | added +21.1% | 2019 Q2 |
| Public Sector Pension Investment Board | 127.6k | 0.35% | $7.2M | added +3.3% | ≤2013 |
| Peregrine Capital Management LLC | 124.3k | 0.34% | $7.0M | trimmed -8.8% | 2025 Q1 |
| SEI Investments CO | 122.5k | 0.34% | $6.9M | added +6.3% | 2016 Q4 |
| Wells Fargo & COMPANY/MN | 122.3k | 0.34% | $6.9M | trimmed -19.3% | ≤2013 |
| CSM Advisors, LLC | 120.4k | 0.33% | $6.8M | trimmed -11.7% | 2025 Q2 |
| Deutsche Bank AG\ | 110.7k | 0.30% | $6.2M | added +3.2% | 2013 Q3 |
| Rhumbline Advisers | 108.1k | 0.30% | $6.1M | added +2.3% | ≤2013 |
| Nicola Wealth Management LTD. | 101.6k | 0.28% | $5.7M | trimmed -18.5% | 2022 Q2 |
| Heartland Advisors INC | 100.0k | 0.28% | $5.6M | trimmed -20% | 2023 Q2 |
| Segall Bryant & Hamill, LLC | 98.3k | 0.27% | $5.5M | opened | 2026 Q1 |
| Man Group | 96.1k | 0.27% | $5.4M | added +245.3% | 2024 Q2 |
Largest 50 of 257 shown; the full ranked, searchable register is at boothcheck.com/holders/BHE. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.