Victory Capital Management (NYSE: BJ) discloses 5.7M-share stake in BJ’s Wholesale
Rhea-AI Filing Summary
Victory Capital Management, Inc. filed Amendment No. 3 reporting its beneficial ownership of BJ's Wholesale Club Holdings, Inc. common stock. Victory Capital reported beneficial ownership of 5,711,352 shares of common stock, representing 4.47% of the class as of June 30, 2026.
Victory Capital reported sole voting power over 5,704,191 shares and sole dispositive power over 5,711,352 shares, with no shared voting or dispositive power. The filer certifies the holdings are not for the purpose of changing or influencing control of BJ's Wholesale Club Holdings, Inc.
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Key Figures
Beneficial ownership: 5,711,352 shares
Ownership percentage: 4.47%
Sole voting power: 5,704,191 shares
+3 more
6 metrics
Beneficial ownership
5,711,352 shares
Common stock of BJ's Wholesale Club beneficially owned by Victory Capital Management, Inc.
Ownership percentage
4.47%
Percent of BJ's Wholesale Club common stock class held by Victory Capital Management, Inc.
Sole voting power
5,704,191 shares
Shares over which Victory Capital Management, Inc. has sole power to vote or direct the vote
Sole dispositive power
5,711,352 shares
Shares over which Victory Capital Management, Inc. has sole power to dispose or direct disposition
CUSIP
05550J101
CUSIP number for BJ's Wholesale Club Holdings, Inc. common stock
Reporting date
06/30/2026
Date as of which the ownership information is reported
Key Terms
beneficially owned, sole voting power, sole dispositive power, percent of class, +1 more
5 terms
beneficially owned financial
"Amount beneficially owned: 5,711,352"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole voting power financial
"Sole power to vote or to direct the vote: 5,704,191"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
sole dispositive power financial
"Sole power to dispose or to direct the disposition of: 5,711,352"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
percent of class financial
"Percent of class: 4.47 %"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
Schedule 13D regulatory
"information that would otherwise be disclosed in a Schedule 13D"
A Schedule 13D is a legal document that investors file with regulators when they buy a large enough stake in a company to potentially influence its management or decisions. It provides details about the investor’s intention, ownership stake, and plans, helping other investors understand who is gaining control and what their motives might be.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
Does Victory Capital Management seek to influence control of BJ (BJ's Wholesale Club Holdings, Inc.)?
Victory Capital certifies the securities were not acquired and are not held for the purpose or effect of changing or influencing the control of BJ's Wholesale Club Holdings, Inc., consistent with a passive Schedule 13G filing.
What is the effective date of Victory Capital Management’s reported BJ holdings?
The reported ownership figures for Victory Capital Management, Inc. in BJ's Wholesale Club Holdings, Inc. common stock are stated as of June 30, 2026, with the amendment signed on July 23, 2026.