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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, Q4 2021

Institutional positions in Barnes & Noble Education, Inc. as of Dec 31, 2021. 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
130
+3 vs. Q3 2021
Shares held
29.4M
−817.0K (−2.7%) vs. Q3 2021
Total value
$199.7M
−$102.2M (−33.9%) vs. Q3 2021
New holders
27
52 more added
Sold out
24
38 more reduced

Compare with Q3 2021: 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 holdersQ4 2021: 130 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 heldQ4 2021: $199.7M
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, Q4 2021

Shares, value and share of portfolio for each institution holding Barnes & Noble Education, Inc.; share changes are against Q3 2021.

Institutions holding BNED in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Two Sigma Investments, LP132,297$901.0K0.00%+51,296+63.3%Added
CenterBook Partners LP139,832$952.0K0.56%+139,832New
Ameriprise Financial Inc146,639$999.0K0.00%−890−0.6%Reduced
D. E. Shaw & Co., Inc.148,024$1.01M0.00%+9,337+6.7%Added
Nuveen Asset Management, LLC148,716$1.02M0.00%−5,197−3.4%Reduced
Arrowstreet Capital, Limited Partnership156,214$1.06M0.00%−72,454−31.7%Reduced
Private Advisor Group, LLC163,717$1.11M0.01%−209,671−56.2%Reduced
Millennium Management LLC174,476$1.19M0.00%+174,476New
Connor, Clark & Lunn Investment Management Ltd.185,708$1.26M0.01%+359+0.2%Added
Morgan Stanley199,873$1.36M0.00%−38,127−16.0%Reduced
Principal Financial Group Inc240,645$1.64M0.00%−4,881−2.0%Reduced
Penbrook Management LLC268,755$1.83M1.10%−700−0.3%Reduced
Bank of New York Mellon Corp323,197$2.20M0.00%+17,080+5.6%Added
Goldman Sachs Group Inc336,043$2.29M0.00%+54,433+19.3%Added
Northern Trust Corp410,549$2.80M0.00%+30,944+8.2%Added
Fuller & Thaler Asset Management, Inc.442,148$3.01M0.02%+2,100+0.5%Added
Jacobs Levy Equity Management, Inc446,926$3.04M0.02%+446,926New
Invesco Ltd.616,892$4.20M0.00%−575,115−48.2%Reduced
Geode Capital Management, LLC696,710$4.74M0.00%+97,008+16.2%Added
Nishkama Capital, LLC719,978$4.90M1.42%+53,738+8.1%Added
Antara Capital LP807,755$5.50M0.54%00.0%Unchanged
State Street Corp1,064,529$7.25M0.00%−38,055−3.5%Reduced
Towerview LLC1,082,100$7.37M3.64%+35,546+3.4%Added
Russell Investments Group, Ltd.1,112,596$7.58M0.01%−1,291,191−53.7%Reduced
Union Square Park Capital Management, LLC1,325,000$9.02M5.15%−20,000−1.5%Reduced
Royce & Associates LP1,786,171$12.2M0.09%+408,986+29.7%Added
Greenhaven Road Investment Management, L.P.2,085,768$14.2M3.20%+244,685+13.3%Added
Vanguard Group Inc2,356,047$16.0M0.00%−2,946−0.1%Reduced
Dimensional Fund Advisors LP2,998,901$20.4M0.01%−30,272−1.0%Reduced
BlackRock Inc.6,001,752$40.9M0.00%+273,310+4.8%Added
Portolan Capital Management, LLC0$00.00%−364,938−100.0%Sold out
Bridgeway Capital Management, LLC0$00.00%−107,736−100.0%Sold out
Ardsley Advisory Partners LP0$00.00%−95,000−100.0%Sold out
Quinn Opportunity Partners LLC0$00.00%−45,390−100.0%Sold out
Ensign Peak Advisors, Inc0$00.00%−42,400−100.0%Sold out
Caxton Associates LP0$00.00%−36,391−100.0%Sold out
Simplex Trading, LLC0$00.00%−45,294−100.0%Sold out
Citadel Advisors LLC0$00.00%−31,567−100.0%Sold out
Credit Suisse AG0$00.00%−29,425−100.0%Sold out
Marshall Wace, LLP0$00.00%−24,918−100.0%Sold out
MYDA Advisors LLC0$00.00%−21,843−100.0%Sold out
Crossmark Global Holdings, Inc.0$00.00%−20,218−100.0%Sold out
ETF Managers Group, LLC0$00.00%−14,558−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−14,013−100.0%Sold out
Scotia Capital Inc.0$00.00%−11,295−100.0%Sold out
Dorsey Wright & Associates0$00.00%−6,767−100.0%Sold out
Nomura Holdings Inc0$00.00%−4,066−100.0%Sold out
Counterpoint Mutual Funds LLC0$00.00%−1,941−100.0%Sold out
Cutler Group LP0$00.00%−1,111−100.0%Sold out
Glen Eagle Advisors, LLC0$00.00%−825−100.0%Sold out
Federated Hermes, Inc.0$00.00%−45−100.0%Sold out
Signaturefd, LLC0$00.00%−77−100.0%Sold out
Meeder Asset Management Inc0$00.00%−36−100.0%Sold out
Parkside Financial Bank & Trust0$00.00%−15−100.0%Sold out