BigBear.ai (BBAI), a U.S.-based company that builds AI-driven solutions, is drawing investor interest amid growing focus on defense-related AI stocks. BBAI stock is trading about 4% higher in pre-market action today and has surged roughly 74% so far in 2025. The company recently showcased its VANE platform—an AI system designed for real-time battlefield planning. It has also secured new contracts and partnerships, helping drive momentum.
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However, BBAI is still working toward steady profitability, and its revenue growth remains modest compared to larger peers. For instance, in Q1 2025, it reported $34.8 million in revenue and an adjusted EBITDA loss of $7 million. Even so, its $385 million backlog offers a solid pipeline for future growth, and many bulls believe the company is well-positioned to benefit from rising demand for mission-critical AI tools. With BBAI stock in focus, now’s a good time to take a closer look at who owns this defense-AI player, BigBear.ai.
Now, according to TipRanks’ ownership page, public companies and individual investors own 64.90% of BBAI. They are followed by insiders, ETFs, mutual funds, and other institutional investors, at 24.60%, 5.10%, 3.06%, and 2.35%, respectively.
Digging Deeper into BBAI’s Ownership Structure
Looking closely at top shareholders, BBAI Ultimate Holdings, LLC, owns the highest stake in BBAI at 22.02%. Next up is Vanguard, which holds a 2.12% stake in the company.
Among the top ETF holders, the Vanguard Total Stock Market ETF (VTI) owns a 1.25% stake in BigBear.ai stock, followed by the iShares Russell 2000 ETF (IWM), with a 0.92% stake.
Moving to mutual funds, Vanguard Index Funds holds about 1.74% of BBAI. Meanwhile, Fidelity Salem Street Trust owns 0.38% of the company.
Is BBAI Stock a Good Buy?
Currently, Wall Street is divided on BBAI stock, with a Moderate Buy consensus rating based on two Buys and two Hold recommendations. The average BigBear.ai stock price target of $5.83 indicates about 24% possible downside from current levels.
