$BBAI

$2.37 +$0.25 (11.56%) Live

$BBAI Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 479.5M shares outstanding

Who owns BBAI?

By type of holder

Institutions 38.6% Insiders 15.1% Everyone else 46.3%

Concentration Top 10 holders own 46.9%

BBAI Ultimate Holdings, LLC 13.4% · BlackRock, Inc. 8.5%

Institutional ownership

38.6%

-0.1 pts vs last qtr

Institutional holders

324

0 vs last qtr

Net shares bought

−345.4K

by institutions in Q2 2026

New / sold out

54 / 54

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +4.6M
Vanguard Capital Management LLC +1.9M

Biggest sellers in Q2 2026

Marex Group Ltd −5.1M
Tudor Investment Corp Et Al SOLD OUT −2.4M

Who is planning to sell?

Notices of proposed sale, last 12 months

$962K

7 notices from 3 people

Shares covered

199.0K

0.04% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Braden Pamela Joyce Director $620K
Dorothy Hayes Director $263K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2021–FY2025

+235.3%

+35.32% a year

Each share's claim on the business

−70.2%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$101M vs $135M

over 5 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years70% 1–3 years19% Under 1 year11%

Quarterly turnover

12.9%

of institutional shares changed hands

Top 10 managers, median time held

3 years

Super Investors

Investment managers reporting BBAI on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	40.6M	8.46%	+4.6M (+12.8%)	2023	0.0%
Shares held by quarter Peak holding40.6M (Q2'26) Change over 8 quarters+33.1M Share of the company8.460% BlackRock, Inc.'s full portfolio →
VC Vanguard Capital Management LLC	21.2M	4.42%	+1.9M (+10.1%)	2023	0.0%
Shares held by quarter Peak holding21.2M (Q2'26) Change over 8 quarters+21.2M Share of the company4.420% Vanguard Capital Management LLC's full portfolio →

BlackRock, Inc.

40.6M

% of company

8.46%

Change vs last qtr

+4.6M (+12.8%)

Held since

2023

Vanguard Capital Management LLC

21.2M

% of company

4.42%

Change vs last qtr

+1.9M (+10.1%)

Held since

2023

28 more super investors behind a free account

See every manager holding BigBear.ai Holdings, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting BBAI on Form N-PORT; together they hold 17.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$55.9M	15.2M	3.18%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$46.1M	12.6M	2.62%	0.06%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$55.9M

% of company

3.18%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$46.1M

% of company

2.62%

% of the fund

0.06%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding BigBear.ai Holdings, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
BU BBAI Ultimate Holdings, LLC Insider	64.2M	13.39%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company13.390% BBAI Ultimate Holdings, LLC's insider activity →
PU Pangiam Ultimate Holdings, LLC 5%+ holder 13D · 16.1%	40.3M	8.41%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company8.410% Disclosed stake13D · 16.1% View the 13D/G filing →

BBAI Ultimate Holdings, LLC

Insider

64.2M

% of company

13.39%

Change vs last qtr

—

Held since

—

Pangiam Ultimate Holdings, LLC

5%+ holder13D · 16.1%

40.3M

% of company

8.41%

Change vs last qtr

—

Held since

—

12 more holders behind a free account

See every insider and 5%+ holder of BigBear.ai Holdings, Inc..

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