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Barnes & Noble Education, Inc.

BNED
Exchange
NYSE
Industry
Retail-Miscellaneous Shopping Goods Stores
SEC CIK
0001634117

In the last 90 days, Barnes & Noble Education, Inc. insiders filed 0 open-market purchases and 8 sales; 110 institutions reported holding it in 13F filings for Q2 2026, worth $334.5M in total; no superinvestor holds it.

13F holders, Q2 2026

Institutional positions in Barnes & Noble Education, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
110
+21 vs. Q1 2026
Shares held
26.6M
+2.04M (+8.3%) vs. Q1 2026
Total value
$334.5M
+$117.9M (+54.4%) vs. Q1 2026
New holders
30
32 more added
Sold out
9
29 more reduced

1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BNED on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 110 institutions
Q1 2021: 115 institutionsQ2 2021: 117 institutionsQ3 2021: 127 institutionsQ4 2021: 130 institutionsQ1 2022: 125 institutionsQ2 2022: 94 institutionsQ3 2022: 77 institutionsQ4 2022: 72 institutionsQ1 2023: 68 institutionsQ2 2023: 62 institutionsQ3 2023: 59 institutionsQ4 2023: 55 institutionsQ1 2024: 43 institutionsQ2 2024: 27 institutionsQ3 2024: 44 institutionsQ4 2024: 74 institutionsQ1 2025: 71 institutionsQ2 2025: 88 institutionsQ3 2025: 87 institutionsQ4 2025: 82 institutionsQ1 2026: 90 institutionsQ2 2026: 110 institutions
Value heldQ2 2026: $334.5M
Q1 2021: $201.4MQ2 2021: $209.2MQ3 2021: $301.8MQ4 2021: $199.7MQ1 2022: $110.7MQ2 2022: $70.5MQ3 2022: $55.1MQ4 2022: $36.1MQ1 2023: $22.7MQ2 2023: $13.9MQ3 2023: $11.0MQ4 2023: $21.3MQ1 2024: $8.40MQ2 2024: $3.79MQ3 2024: $36.2MQ4 2024: $186.7MQ1 2025: $219.3MQ2 2025: $273.8MQ3 2025: $211.5MQ4 2025: $221.6MQ1 2026: $216.6MQ2 2026: $334.5M
Institutions holding BNED and their total value by quarter
QuarterHoldersValue
Q2 2026110$334.5M
Q1 202690$216.6M
Q4 202582$221.6M
Q3 202587$211.5M
Q2 202588$273.8M
Q1 202571$219.3M
Q4 202474$186.7M
Q3 202444$36.2M
Q2 202427$3.79M
Q1 202443$8.40M
Q4 202355$21.3M
Q3 202359$11.0M
Q2 202362$13.9M
Q1 202368$22.7M
Q4 202272$36.1M
Q3 202277$55.1M
Q2 202294$70.5M
Q1 2022125$110.7M
Q4 2021130$199.7M
Q3 2021127$301.8M
Q2 2021117$209.2M
Q1 2021115$201.4M

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Barnes & Noble Education, Inc.; share changes are against Q1 2026.

Institutions holding BNED in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Immersion Corp11,208,746$140.8M78.77%00.0%Unchanged
Kanen Wealth Management LLC3,379,123$42.9M10.49%−44,659−1.3%Reduced
Windward Management LP1,656,736$20.8M15.11%−43,264−2.5%Reduced
BlackRock, Inc.1,177,322$14.8M0.00%+89,696+8.2%Added
Morgan Stanley1,059,206$13.3M0.00%+13,479+1.3%Added
Prescott Group Capital Management, L.L.C.891,799$11.2M0.97%+10,000+1.1%Added
Vanguard Capital Management LLC804,636$10.1M0.00%−60,249−7.0%Reduced
Geode Capital Management, LLC495,899$6.23M0.00%+60,421+13.9%Added
State Street Corp366,531$4.60M0.00%+49,336+15.6%Added
683 Capital Management, LLC349,046$4.38M0.40%−30,954−8.1%Reduced
JPMorgan Chase & Co317,425$4.30M0.00%+299,312+1,652.5%Added
Bank of America Corp339,026$4.26M0.00%−16,917−4.8%Reduced
Goldman Sachs Group Inc315,048$3.96M0.00%−215,323−40.6%Reduced
Ballast Asset Management, LP299,611$3.76M1.50%+299,611New
American Century Companies Inc269,959$3.39M0.00%+226,210+517.1%Added
Jane Street Group, LLC242,325$3.04M0.00%+220,160+993.3%Added
BNP Paribas Arbitrage, SA193,166$2.43M0.00%−33,347−14.7%Reduced
Centaurus Financial, Inc.189,276$2.38M0.09%−3,025−1.6%Reduced
D. E. Shaw & Co., Inc.168,042$2.11M0.00%+123,341+275.9%Added
DCF Advisers, LLC164,383$2.06M0.54%−32,560−16.5%Reduced
Gsa Capital Partners LLP164,020$2.06M0.13%+164,020New
Marshall Wace, LLP158,292$1.99M0.00%+158,292New
Norges Bank150,200$1.89M0.00%+150,200New
Millennium Management LLC147,722$1.86M0.00%+11,581+8.5%Added
Northern Trust Corp146,086$1.83M0.00%+14,001+10.6%Added
Vanguard Fiduciary Trust Co144,281$1.81M0.00%+7,841+5.7%Added
Healthcare of Ontario Pension Plan Trust Fund142,000$1.78M0.00%+142,000New
AQR Capital Management LLC119,220$1.50M0.00%+105,076+742.9%Added
Barclays PLC116,525$1.46M0.00%−314−0.3%Reduced
Vanguard Portfolio Management LLC111,452$1.40M0.00%+18,244+19.6%Added
SEI Investments Co101,315$1.27M0.00%+89,800+779.9%Added
Voleon Capital Management LP86,011$1.08M0.02%−5,831−6.3%Reduced
UBS Group AG66,600$836.5K0.00%−33,218−33.3%Reduced
Squarepoint Ops LLC62,508$785.1K0.00%+62,508New
Diametric Capital, LP59,802$751.1K0.08%+44,047+279.6%Added
Verdence Capital Advisors LLC56,291$707.0K0.04%+56,291New
Invesco Ltd.55,112$692.2K0.00%−9,672−14.9%Reduced
Charles Schwab Investment Management Inc53,311$669.6K0.00%+5,282+11.0%Added
Dimensional Fund Advisors LP51,148$642.4K0.00%00.0%Unchanged
Dynamic Technology Lab Private Ltd46,898$589.0K0.13%+46,898New
Walleye Capital LLC41,184$517.3K0.00%+41,184New
Bank of New York Mellon Corp40,580$509.7K0.00%+961+2.4%Added
Bridgeway Capital Management, LLC39,000$489.8K0.01%00.0%Unchanged
HRT Financial LP37,085$465.0K0.00%−57,862−60.9%Reduced
Point72 Asset Management, L.P.36,697$460.9K0.00%+36,697New
Citadel Advisors LLC34,645$435.1K0.00%−3,499−9.2%Reduced
Nuveen, LLC34,218$429.8K0.00%+3,272+10.6%Added
Trexquant Investment LP31,842$399.9K0.00%+31,842New
Creative Planning29,174$366.4K0.00%+29,174New
Centiva Capital, LP22,341$280.6K0.01%+22,341New
Vident Advisory, LLC20,659$259.5K0.00%00.0%Unchanged
Rhumbline Advisers19,907$250.0K0.00%−194−1.0%Reduced
Susquehanna Portfolio Strategies, LLC19,397$243.6K0.00%+19,397New
Deutsche Bank AG16,281$204.5K0.00%+4,331+36.2%Added
Penbrook Management LLC15,000$188.4K0.12%+15,000New
Brevan Howard Capital Management LP14,843$186.4K0.00%+14,843New
State of Wyoming14,510$182.2K0.02%+6,781+87.7%Added
Wells Fargo & Company13,971$175.5K0.00%+7,881+129.4%Added
Cetera Investment Advisers12,613$158.4K0.00%−6,566−34.2%Reduced
Russell Investments Group, Ltd.11,858$148.9K0.00%+7,438+168.3%Added
Price T Rowe Associates Inc11,656$147.0K0.00%00.0%Unchanged
Group One Trading, L.P.11,111$139.6K0.00%−4,021−26.6%Reduced
Prelude Capital Management, LLC10,295$129.3K0.01%−335−3.2%Reduced
Graham Capital Management, L.P.10,217$128.3K0.00%+10,217New
MetLife Investment Management10,126$127.2K0.00%+10,126New
Vanguard Global Advisers, LLC9,927$124.7K0.00%00.0%Unchanged
Alliancebernstein L.P.12,500$110.4K0.00%+12,500New
Citigroup Inc8,579$107.8K0.00%+6,974+434.5%Added
Copeland Capital Management, LLC8,017$100.7K0.00%−264−3.2%Reduced
Mirae Asset Global ETFs Holdings Ltd.7,683$96.5K0.00%−190−2.4%Reduced
Simplex Trading, LLC6,294$79.1K0.00%+3,987+172.8%Added
Police & Firemen's Retirement System of New Jersey5,590$70.2K0.00%00.0%Unchanged
FMR LLC3,081$38.7K0.00%−82−2.6%Reduced
STRS Ohio2,900$36.4K0.00%+2,900New
Royal Bank of Canada2,567$32.0K0.00%+2,567New
SRS Capital Advisors, Inc.2,403$30.2K0.00%+2,403New
Persistent Asset Partners Ltd2,048$25.7K0.01%+2,048New
State of Alaska, Department of Revenue1,853$23.0K0.00%00.0%Unchanged
Legal & General Group Plc1,732$21.8K0.00%+372+27.4%Added
Tower Research Capital LLC (TRC)1,662$20.9K0.00%−119−6.7%Reduced
Ameritas Investment Partners, Inc.1,528$19.2K0.00%00.0%Unchanged
New York State Common Retirement Fund1,000$12.6K0.00%−7,500−88.2%Reduced
Advisor Group Holdings, Inc.960$12.1K0.00%+900+1,500.0%Added
Nisa Investment Advisors, LLC637$8.00K0.00%+600+1,621.6%Added
UBS Asset Management Americas Inc400$5.02K0.00%00.0%Unchanged
Sterling Capital Management LLC336$4.22K0.00%−197−37.0%Reduced
GAMMA Investing LLC336$4.22K0.00%−24−6.7%Reduced
Ronald Blue Trust, Inc.333$4.18K0.00%00.0%Unchanged
Essential Partners LLC301$3.78K0.00%+214+246.0%Added
EverSource Wealth Advisors, LLC292$3.67K0.00%+195+201.0%Added
Farther Finance Advisors, LLC265$3.35K0.00%+1+0.4%Added
California State Teachers Retirement System226$2.84K0.00%−646−74.1%Reduced
Jones Financial Companies LLLP101$1.39K0.00%00.0%Unchanged
IFP Advisors, Inc73$9170.00%+71+3,550.0%Added
True Wealth Design, LLC65$8170.00%+65New
Fortitude Family Office, LLC61$7660.00%+61New
The PNC Financial Services Group, Inc.53$6660.00%−5−8.6%Reduced
Allworth Financial LP52$6540.00%+52New
UMA Financial Services, Inc.29$3650.00%+29New
Atlantic Union Bankshares Corp25$3140.00%00.0%Unchanged