BALI Institutional Ownership
IS US LRG CP PRE INC ACT-USD
Latest close $34.97 as of Aug 7, 2026
BALI institutional ownership at a glance
Follow IS US LRG CP PRE INC ACT-USD institutional ownership through recent Schedule 13G and 13D filings. Compare reported shares, ownership percentages, filing dates, and changes in beneficial ownership over time.
Latest filing: Fidelity / FMR filed Schedule 13G amendment on Aug 6, 2026, reporting 1.8K shares and 4.90% beneficial ownership.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Institutional Research
This gauge summarizes recent agreement across tracked institutional activity.
1 accumulating, 1 exited across 2 comparable institutions.
The overall consensus is public. Detailed holder comparisons, breadth history, ownership charts, and filing-specific signal analysis remain part of Investor and Pro research.
Price context
52-week position is market context and does not change the institutional consensus score.
Tracked institutions
Public holder names and filing freshness. Detailed institution-by-institution analysis is locked.
Beneficial ownership filing history
Showing 3 of 10 filing(s) · 7 older require more history access| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Fidelity / FMR CIK0000315066 | Jun 30, 2026 observed Aug 6, 2026 filed · 37d Schedule 13G amendment | Exit below reporting threshold | 1.8K +85 | 4.90% -7.10 pts | $33.83 | $34.71 | $34.97 |
| Fidelity / FMR CIK0000315066 | Dec 31, 2025 observed Feb 5, 2026 filed · 36d Initial Schedule 13G | Initial Schedule 13G | 1.7K | 12.00% | $31.68 | $31.69 | $34.97 |
| BlackRock CIK0002012383 | Oct 31, 2024 observed Nov 7, 2024 filed · 7d Schedule 13G amendment | Reported accumulation | 408.6K +1.6K | 8.30% -9.70 pts | $29.99 | $31.25 | $34.97 |
Related research
Compare BALI with other securities showing similar institutional activity or recent accumulation across several tracked institutions.