BHE — BENCHMARK ELECTRS INC
Reported value held$1.78B
Funds holding (latest)45
SectorTechnology
Funds holding (Q2 2026)38
Institutional value$1.56B · 15.88M sh
New / Add / Cut / Exit6 / 17 / 15 / 2
Top-5 / Top-10 concentration62.8% / 79.4%
Institutional holdings change
Accumulating +3.4%
(+529.17K sh)
Institutional value change
Up +82.1%
As of Q2 2026, 38 SEC-registered investment managers reported holding BHE (BENCHMARK ELECTRS INC) in their latest 13F filings, with a combined reported value of $1.56B across 15.88M shares. That is +3.4% by share count (+529.17K shares) versus the previous quarter, while reported value moved +82.1%. Ownership is concentrated: the five largest holders account for 62.8% of reported value and the top ten for 79.4%.
Compared with the prior quarter, 6 opened new positions, 17 added to existing stakes, 15 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BHE is classified in the Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 5.88M | $579.77M | 0.01% | Add |
| Vanguard Group history | Q4 2025 | 4.90M | $209.65M | 0.00% | Hold |
| Geode Capital Management history | Q2 2026 | 1.06M | $104.63M | 0.01% | Add |
| Franklin Resources history | Q2 2026 | 1.05M | $103.90M | 0.02% | Reduce |
| Invesco Ltd history | Q2 2026 | 1.01M | $99.96M | 0.01% | Add |
| Goldman Sachs Group history | Q2 2026 | 941.23K | $92.87M | 0.01% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 591.49K | $58.36M | 0.01% | Reduce |
| Wellington Management Group history | Q2 2026 | 586.92K | $57.91M | 0.01% | Reduce |
| Morgan Stanley history | Q2 2026 | 540.15K | $53.30M | 0.00% | Reduce |
| Two Sigma Investments history | Q2 2026 | 490.22K | $48.37M | 0.04% | Add |
| MFS Investment Management history | Q2 2026 | 403.62K | $42.08M | 0.01% | New |
| Northern Trust Corp history | Q2 2026 | 415.03K | $40.95M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 372.91K | $36.79M | 0.00% | Add |
| First Eagle Investment Management history | Q2 2026 | 350.96K | $34.63M | 0.06% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 344.16K | $32.89M | 0.00% | New |
| BNY Mellon history | Q2 2026 | 314.79K | $31.06M | 0.01% | Add |
| Principal Global Investors history | Q2 2026 | 211.28K | $20.85M | 0.01% | Add |
| Wells Fargo & Co history | Q2 2026 | 165.77K | $16.36M | 0.00% | Add |
| Prudential Financial history | Q2 2026 | 165.11K | $16.29M | 0.02% | Add |
| Millennium Management history | Q2 2026 | 136.68K | $13.49M | 0.01% | Add |
New Positions (Q2 2026)
- MFS Investment Management 403.62K sh · $42.08M
- JPMorgan Chase & Co 344.16K sh · $32.89M
- Balyasny Asset Management 58.58K sh · $5.78M
- Renaissance Technologies 29.27K sh · $2.89M
- Point72 Asset Management 25.47K sh · $2.51M
- CPP Investments 6.50K sh · $641.36K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 15.69K sh · $880.04K
- Maverick Capital sold 12.54K sh · $702.71K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 6.44M | 6.56M | 6.45M | 5.98M | 5.54M | 5.58M | 5.64M | 5.88M |
| Geode Capital Management | 595.21K | 631.63K | 611.79K | 600.45K | 617.39K | 645.28K | 676.12K | 694.24K | 723.83K | 765.61K | 780.94K | 820.25K | 841.60K | 836.66K | 874.93K | 887.37K | 897.79K | 894.82K | 902.66K | 1.06M |
| Franklin Resources | 3.73M | 3.64M | 3.62M | 3.62M | 3.62M | 3.09M | 2.30M | 2.31M | 2.31M | 2.35M | 1.86M | 1.89M | 1.90M | 1.91M | 2.28M | 2.35M | 2.69M | 2.91M | 2.76M | 1.05M |
| Invesco Ltd | 663.37K | 754.74K | 725.09K | 654.73K | 637.49K | 826.48K | 1.01M | 1.13M | 1.33M | 1.41M | 1.51M | 1.25M | 1.30M | 1.25M | 1.17M | 1.10M | 955.40K | 920.18K | 324.33K | 1.01M |
| Goldman Sachs Group | 385.25K | 92.42K | 87.08K | 121.01K | 257.11K | 296.28K | 404.88K | 190.15K | 187.99K | 196.89K | 547.86K | 300.06K | 464.49K | 670.15K | 523.30K | 309.51K | 388.12K | 463.87K | 367.45K | 941.23K |
| Charles Schwab Investment Management | 690.08K | 721.54K | 769.20K | 846.00K | 846.36K | 820.97K | 833.08K | 832.21K | 861.16K | 892.10K | 888.78K | 873.50K | 833.40K | 788.53K | 721.65K | 699.80K | 687.70K | 679.28K | 647.01K | 591.49K |
| Wellington Management Group | — | — | — | — | — | — | 33.40K | 31.45K | 112.25K | 183.28K | 401.48K | 318.28K | 428.18K | 436.18K | 435.01K | 435.98K | 506.70K | 561.50K | 768.99K | 586.92K |
| Morgan Stanley | 211.25K | 201.64K | 169.38K | 361.29K | 414.62K | 396.51K | 349.90K | 478.24K | 367.54K | 460.98K | 567.71K | 565.65K | 474.66K | 483.17K | 473.70K | 546.73K | 416.43K | 423.20K | 598.63K | 540.15K |
| Two Sigma Investments | 135.58K | 8.10K | — | 13.09K | 10.75K | 17.39K | 97.70K | 122.97K | 126.17K | 117.19K | 29.87K | — | — | — | — | — | 67.36K | 181.49K | 410.26K | 490.22K |
| MFS Investment Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 403.62K |
| Northern Trust Corp | 865.46K | 843.85K | 800.56K | 803.20K | 802.40K | 797.84K | 780.67K | 785.41K | 392.79K | 389.98K | 384.80K | 373.80K | 387.16K | 418.23K | 416.94K | 397.69K | 395.96K | 373.52K | 384.44K | 415.03K |
| Fidelity Management & Research (FMR) | 140 | 226 | 90.99K | 90.80K | 92.96K | 104.91K | 115.62K | 94.28K | 89.81K | 82.04K | 83.40K | 94.36K | 120.13K | 151.22K | 235.50K | 223.14K | 251.17K | 305.38K | 363.06K | 372.91K |
| First Eagle Investment Management | — | — | — | — | — | — | — | 113.88K | 249.81K | 291.59K | 300.73K | 277.58K | 290.68K | 239.28K | 244.88K | 225.08K | 238.47K | 250.47K | 296.57K | 350.96K |
| JPMorgan Chase & Co | 900.51K | 1.32M | 1.30M | 1.04M | 999.57K | 601.57K | 502.08K | 651.44K | 670.47K | 594.91K | 619.47K | 566.88K | 561.77K | 815.50K | 432.04K | 351.73K | 341.68K | 314.42K | — | 344.16K |
| BNY Mellon | 482.95K | 470.49K | 467.54K | 452.95K | 464.74K | 459.93K | 451.57K | 453.56K | 454.59K | 474.20K | 468.27K | 481.06K | 452.26K | 351.47K | 336.06K | 334.87K | 314.45K | 318.88K | 311.22K | 314.79K |
| Principal Global Investors | 284.00K | 274.00K | 258.68K | 237.14K | 224.40K | 218.95K | 216.05K | 208.44K | 201.37K | 197.54K | 185.22K | 177.77K | 184.33K | 190.44K | 195.44K | 197.51K | 173.37K | 170.05K | 207.37K | 211.28K |
| Wells Fargo & Co | 120.36K | 126.95K | 123.34K | 86.20K | 106.16K | 87.81K | 87.62K | 79.09K | 62.70K | 62.72K | 72.44K | 84.96K | 79.92K | 77.87K | 72.75K | 76.63K | 79.91K | 151.64K | 122.34K | 165.77K |
| Prudential Financial | 100.93K | 97.43K | 50.30K | 40.64K | 37.62K | 36.95K | 35.82K | 64.93K | 43.59K | 42.84K | 93.26K | 75.21K | 67.58K | 99.06K | 93.96K | 94.41K | 87.18K | 60.73K | 52.28K | 165.11K |
| Millennium Management | 14.93K | — | 347.45K | 387.01K | 389.99K | 834.06K | 552.00K | 209.44K | 199.54K | 90.86K | 240.06K | 446.18K | 176.70K | 336.47K | 89.55K | 218.31K | 341.46K | 143.57K | 48.87K | 136.68K |
| PSP Investments | 75.40K | 71.91K | 65.75K | 65.04K | 64.45K | 63.99K | 61.87K | 63.23K | 44.09K | 74.05K | 74.05K | 79.34K | 76.64K | 89.73K | 114.14K | 123.07K | 140.05K | 123.52K | 127.63K | 123.30K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details