BGM GroupBGM
13F holders, Q4 2025 (December 31)8holders +3
4new positions
1sold out
$3.69avg. 13F price*
At the end of Q4 2025, 8 institutions reported holding BGM Group Ltd. (BGM) in their 13F filings, up 3 from Q3 2025. 4 opened new positions and 1 sold out. The largest holders were Invesco Ltd. ($489K), State Street Corp. ($181K) and Geode Capital Management, LLC ($174K).
- Company
- BGM Group Ltd.
- CUSIP
- G7307E123
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $12K |
| Exits | 1 | $267K |
All 13F filers, Q3 2025 → Q4 2025: 7,459 shares bought and 60,963 shares sold, net −53,504 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Invesco Ltd. | 0.00% | Reduce -18.7% | 132,491 | $489K |
| State Street Corp. | 0.00% | Add +4.8% | 49,141 | $181K |
| Geode Capital Management, LLC | 0.00% | Add +4.2% | 47,159 | $174K |
| UBS Group AG | 0.00% | Reduce -60.7% | 2,886 | $11K |
| JPMorgan Chase & Co. | 0.00% | New | 1,754 | $6K |
| Royal Bank of Canada | 0.00% | New | 1,076 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 475 | $2K |
| Bank of America Corp. | 0.00% | New | 5 | $18 |
"% of holder's portfolio" is BGM's weight in each manager's 13F, not the share of BGM Group Ltd. the manager owns.