Filer Snapshot

BAMCO INC /NY/

CIK 0001017918. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

119

Latest filing

03 Jun 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$33.13B

326 holdings for Q1 2026

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Largest parsed holding

TSLA

$4.44B reported value

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13D/G large stake

RRR

31 May 2026 · 28% ownership

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Source: SEC Schedule 13D/G

SCHEDULE 13G/A filed on 03 Jun 2026 for CIK 0001017918.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$33.13B

Quarterly institutional holdings reported on Form 13F; not total AUM.

Forms 3/4/5 positions$173.96M

Reporting-owner positions with enough filing detail to estimate value.

Latest reported 13F value

13F
$33.13B

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Forms 3/4/5 position value

3/4/5
$173.96M

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Source: Forms 3/4/5Confidence: Estimated when price data is available

Largest 13F holdings

13F
TSLA ACGL MSCI GWRE IT
+15 moreIDXX H FIGS FDS CHH RRR SCHW KNSL CSGP MTN SPOT SHOP NVDA VRSK BIRK

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

FIGS

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

TSLA ACGL MSCI GWRE IT IDXX H FIGS
+12 moreFDS CHH RRR SCHW KNSL CSGP MTN SPOT SHOP NVDA VRSK BIRK

Largest active 13D stakes

Active large-stake positions disclosed in parsed Schedule 13D filings.

FIGS

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

ACGL IT GWRE FDS H RRR
+14 moreMTN KNSL CHH PRI BIRK IRDM BWIN FIGS INDI MEG DNUT AFYA CDNA STVN
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
767 Fifth Avenue, 49 Th Fl, New York, NY, 10153
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 3 profile fields available
Incorporated in
NY
Fiscal year end
28 February
Former names on EDGAR
BANCO INC (to 23 Jun 1998)

Filer intelligence

What SEC filings say about BAMCO INC /NY/

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $33.13B across 326 reported holdings for Q1 2026.
  • Largest parsed 13F holding: TSLA at $4.44B.
  • 5 recent 13D/G stake rows found; top row is RRR at 28% ownership.
  • Forms 3/4/5 show insider context for FIGS worth $173.96M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 326 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes 5 rows

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 1 rows

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 15 May 2026

Top 5 concentration

28%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$9.42B

Compared with $33.13B total 13F value.

Top 5 net change

+$335.98M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: SHOP · Largest trim: CWAN

TSLA ACGL MSCI GWRE IT Other holdings

TSLA

13.4%

Tesla Inc

$4.44B

ACGL

4.8%

Arch Cap Group Ltd

$1.6B

MSCI

4.4%

Msci Inc

$1.45B

GWRE

3%

Guidewire Software Inc

$986.72M

IT

2.8%

Gartner Inc

$937M

13D/G large-stake context

RRR

31 May 2026 · Class A Common Stock, $.01 par value

28%
Issuer page 13D/G history

IT

31 May 2026 · Common Stock, $.0005 par value per share

11%
Issuer page 13D/G history

KNSL

31 May 2026 · Common Stock, par value $0.01 per share

11%
Issuer page 13D/G history

MTN

31 Mar 2026 · Common Stock, $0.01 par value

14%
Issuer page 13D/G history

Forms 3/4/5 insider context

FIGS

20 Feb 2025 · 10% owner

$173.96M
Issuer page Owner page

Latest update

What changed recently for BAMCO INC /NY/

New filing available

Latest Schedule 13D/G period: 31 May 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

03 Jun 2026

Page type

Filer profile

Latest period

31 May 2026

Schedule 13D/G context is visible from filings filed on 03 Jun 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

BAMCO INC /NY/ has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest Schedule 13D/G period: 31 May 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001017918 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
119
First seen
14 Feb 2014
Latest filing
03 Jun 2026
Entity
Company

Observed form types

13F-HR 13F-HR/A SCHEDULE 13D SCHEDULE 13D/A SCHEDULE 13G SCHEDULE 13G/A

CIK-linked evidence first

BAMCO INC /NY/ SEC filings BAMCO INC /NY/ 13F portfolio BAMCO INC /NY/ 13D/G history BAMCO INC /NY/ owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 119 SEC filings for BAMCO INC /NY/.

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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
03 Jun 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
03 Jun 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
03 Jun 2026
Reporting date
Not listed
SEC evidence
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13F-HR

13F-HR filing

Filing date
15 May 2026
Reporting date
31 Mar 2026
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
15 May 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
15 May 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
15 May 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
15 May 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
15 May 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
15 May 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
15 May 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
15 May 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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