Blucora Inc (BCOR) Ownership

25.17 ↑0.00 (0.00%)
As of January 25, 2023, 3:59pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Blucora Inc (BCOR), owning a total of 7.6 million shares. Combined, the top 25 institutional holders of BCOR own 96.65% of the company with a total of 38.2 million shares.

In the latest ownership report on March 31st 2023, the top 25 institutional holders decreased their combined ownership of BCOR by 1.4 million shares. 1 institutions bought 112,000 total additional shares and increased their ownership by an average of 11.95%. However 6 institutions sold 1,475,943 total shares and decreased their ownership by an average of 8.74%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Blucora decreased by a net total of -1,363,943 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc11.675%-13.758%4,564,307-728,1562023-03-31
P2 Capital Partners, LLC5.883%0.000%2,300,00002023-03-31
Van Berkom and Associates Inc4.574%-25.661%1,787,997-617,1872023-03-31
Dimensional Fund Advisors, Inc.4.545%-0.741%1,776,898-13,2642023-03-31
Simcoe Capital Management, LLC4.378%0.000%1,711,57502023-03-31
State Street Corporation4.004%-1.559%1,565,234-24,7932023-03-31
No Street GP LP2.903%-5.417%1,135,000-65,0002023-03-31
Renaissance Technologies Corp2.683%11.953%1,049,000112,0002023-03-31
Northern Trust Corp1.251%-5.331%489,110-27,5432023-03-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc19.362%0.972%7,569,36072,8662022-12-31
Vanguard Group Inc11.675%-13.758%4,564,307-728,1562023-03-31
Engine Capital Management LP6.063%32.687%2,370,384583,9322022-12-31
Hill Path Capital LP5.916%0.000%2,312,74902022-12-31
P2 Capital Partners, LLC5.883%0.000%2,300,00002023-03-31
Amvescap Plc.4.690%43.770%1,833,650558,2482022-12-31
Van Berkom and Associates Inc4.574%-25.661%1,787,997-617,1872023-03-31
Dimensional Fund Advisors, Inc.4.545%-0.741%1,776,898-13,2642023-03-31
Simcoe Capital Management, LLC4.378%0.000%1,711,57502023-03-31
State Street Corporation4.004%-1.559%1,565,234-24,7932023-03-31
Newtyn Management LLC3.325%-17.529%1,300,000-276,3032022-12-31
No Street GP LP2.903%-5.417%1,135,000-65,0002023-03-31
Renaissance Technologies Corp2.683%11.953%1,049,000112,0002023-03-31
Geode Capital Management, LLC2.243%3.740%876,91431,6102022-12-31
JPMorgan Chase & Co2.058%3.539%804,44827,4982022-12-31
Golden Gate Private Equity Inc1.570%0.000%751,78502022-06-30
Weiss Asset Management LP1.485%-27.234%710,739-266,0002022-09-30
Boston Partners Global Investors, Inc1.488%474.905%581,896480,6802022-12-31
Jacobs Levy Equity Management, Inc.1.376%-1.964%538,000-10,7792022-12-31
D. E. Shaw & Co LP1.072%-17.970%516,232-113,0892022-09-30
Northern Trust Corp1.251%-5.331%489,110-27,5432023-03-31
Acadian Asset Management LLC1.009%0.000%482,938482,9382022-09-30
Bank of New York Mellon Corp1.097%-1.660%428,969-7,2392022-12-31
NORGES BANK1.036%-6.939%404,940-30,1962022-12-31
Portolan Capital Management, LLC0.962%-5.886%376,123-23,5252022-12-31

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Blucora Inc (BCOR), owning a total of 2.9 million shares. Combined, the top 27 mutual fund holders of BCOR own 37.78% of the company with a total of 15.1 million shares.

In the latest ownership report on April 30th 2023, the top 27 fund holders increased their combined ownership of BCOR by 7 thousand shares. 2 funds bought 7,878 total additional shares and increased their ownership by an average of 1.60%. However 2 funds sold 1,066 total shares and decreased their ownership by an average of 0.07%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Blucora increased by a net total of 6,812 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.968%0.000%1,160,38202023-04-30
Vanguard Small Cap Index2.520%-0.024%985,238-2402023-04-30
Vanguard Small Cap Value Index Inv1.767%-0.119%690,882-8262023-04-30
Vanguard Extended Market Index Investor1.389%0.070%543,2003782023-04-30
Vanguard Tax-Managed Small Cap Adm0.913%0.000%357,06402023-04-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.631%3.134%246,8337,5002023-04-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF7.423%-0.075%2,902,118-2,1842023-04-28
Vanguard Instl Ttl Stck Mkt Idx Tr2.968%-14.657%1,160,382-199,2862023-03-31
Vanguard Total Stock Mkt Idx Inv2.968%0.000%1,160,38202023-04-30
iShares Russell 2000 ETF2.606%-1.143%1,018,937-11,7762023-04-28
Vanguard Small Cap Index2.520%-0.024%985,238-2402023-04-30
Vanguard Small Cap Value Index Inv1.767%-0.119%690,882-8262023-04-30
Vanguard Extended Market Index Investor1.389%0.070%543,2003782023-04-30
Invesco Small Cap Equity Composite1.374%0.000%537,31202023-03-31
Invesco Small Cap Equity A1.374%0.000%537,31202023-03-31
iShares S&P Small-Cap 600 Growth ETF1.086%-0.111%424,744-4732023-04-28
Fidelity® Small Cap Index1.013%1.349%396,0835,2722023-02-28
iShares S&P Small-Cap 600 Value ETF0.808%0.088%387,0763392022-11-30
Portolan Equity0.962%0.000%376,123376,1232022-12-31
iShares Russell 2000 Growth ETF0.953%0.000%372,69302023-04-28
Vanguard Tax-Managed Small Cap Adm0.913%0.000%357,06402023-04-30
Strategic Advisers® Small-Mid Cap0.676%79.434%323,473143,1992022-10-31
Invesco Small Cap Growth A0.818%102.041%319,696161,4632023-03-31
DFA US Small Cap I0.773%0.000%302,05802023-03-31
DFA US Small Cap Value I0.734%0.000%287,09902023-03-31
DFA US Targeted Value I0.726%0.000%283,93502023-03-31
DFA US Micro Cap I0.709%0.000%277,01002023-03-31
SPDR® Portfolio S&P 600 Sm Cap ETF0.559%0.000%267,48402023-02-28
Schwab US Small-Cap ETF™0.553%30.617%264,77862,0652023-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C0.631%3.134%246,8337,5002023-04-30
Fidelity® Extended Market Index0.512%0.000%244,81502023-02-28
Principal SmallCap S&P 600 Idx SP0.485%1.818%232,0384,1432023-02-28
DWS Small Cap Core S0.476%-8.433%227,871-20,9872023-02-28

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