Skip to main content

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 2025

Institutional positions in Barnes & Noble Education, Inc. as of Jun 30, 2025. 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
88
+17 vs. Q1 2025
Shares held
23.3M
+2.37M (+11.4%) vs. Q1 2025
Total value
$273.8M
+$54.5M (+24.8%) vs. Q1 2025
New holders
30
29 more added
Sold out
13
14 more reduced

Compare with Q1 2025: 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 2025: 88 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 2025: $273.8M
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 2025

Shares, value and share of portfolio for each institution holding Barnes & Noble Education, Inc.; share changes are against Q1 2025.

Institutions holding BNED in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Immersion Corp11,208,746$131.9M66.84%00.0%Unchanged
Kanen Wealth Management LLC3,089,889$36.4M13.91%−1540.0%Reduced
BlackRock, Inc.1,022,802$12.0M0.00%+802,005+363.2%Added
Greenhaven Road Investment Management, L.P.984,162$11.6M4.07%−85,000−8.0%Reduced
Vanguard Group Inc960,234$11.3M0.00%+207,427+27.6%Added
Morgan Stanley711,431$8.37M0.00%+316,070+79.9%Added
JPMorgan Chase & Co516,521$6.08M0.00%+394,630+323.8%Added
683 Capital Management, LLC487,000$5.73M0.58%−28,000−5.4%Reduced
Geode Capital Management, LLC402,109$4.73M0.00%+221,936+123.2%Added
Millennium Management LLC324,123$3.81M0.00%−27,443−7.8%Reduced
Prescott Group Capital Management, L.L.C.290,000$3.41M0.40%00.0%Unchanged
Centaurus Financial, Inc.287,584$3.38M0.20%+136,711+90.6%Added
Marshall Wace, LLP261,655$3.08M0.00%−148,919−36.3%Reduced
DCF Advisers, LLC215,943$2.54M1.22%+10,500+5.1%Added
Citadel Advisors LLC197,003$2.32M0.00%+175,444+813.8%Added
State Street Corp189,192$2.23M0.00%+119,505+171.5%Added
BNP Paribas Arbitrage, SA174,736$2.06M0.00%+125,530+255.1%Added
Goldman Sachs Group Inc139,308$1.64M0.00%+35,103+33.7%Added
D. E. Shaw & Co., Inc.119,162$1.40M0.00%+100,124+525.9%Added
Northern Trust Corp117,463$1.38M0.00%+80,783+220.2%Added
Renaissance Technologies LLC110,900$1.31M0.00%+110,900New
Bank of America Corp100,881$1.19M0.00%+83,005+464.3%Added
UBS Group AG92,302$1.09M0.00%+16,373+21.6%Added
Boothbay Fund Management, LLC80,681$949.6K0.03%+40,981+103.2%Added
Nuveen, LLC79,241$932.7K0.00%+79,241New
Gsa Capital Partners LLP70,129$825.0K0.06%+70,129New
Apis Capital Advisors, LLC70,000$823.9K0.29%−15,000−17.6%Reduced
Jacobs Levy Equity Management, Inc60,163$708.1K0.00%+60,163New
MYDA Advisors LLC60,000$706.2K0.20%−40,000−40.0%Reduced
Raymond James Financial Inc55,445$652.6K0.00%−990−1.8%Reduced
Charles Schwab Investment Management Inc50,231$591.2K0.00%+37,568+296.7%Added
Caption Management, LLC49,318$580.5K0.05%+38,595+359.9%Added
Corsair Capital Management, L.P.49,000$576.7K0.11%00.0%Unchanged
Susquehanna International Group, LLP47,856$563.3K0.00%−244,151−83.6%Reduced
Dimensional Fund Advisors LP46,595$548.4K0.00%+19,394+71.3%Added
Invesco Ltd.46,250$544.4K0.00%+12,022+35.1%Added
SG Americas Securities, LLC39,194$461.0K0.00%+39,194New
Bridgeway Capital Management, LLC39,000$459.0K0.01%00.0%Unchanged
Bank of New York Mellon Corp34,889$410.6K0.00%+34,889New
Fox Run Management, L.L.C.30,523$359.3K0.06%+30,523New
Cetera Investment Advisers29,194$343.6K0.00%+29,194New
Dynamic Technology Lab Private Ltd25,790$304.0K0.04%+25,790New
American Century Companies Inc25,550$300.7K0.00%+10,320+67.8%Added
Barclays PLC25,121$295.7K0.00%+25,065+44,758.9%Added
Rhumbline Advisers22,422$263.9K0.00%+22,407+149,380.0%Added
Quadrature Capital Ltd21,101$248.1K0.00%+21,101New
Gilder Gagnon Howe & Co LLC19,685$231.7K0.00%+19,685New
XTX Topco Ltd16,530$194.6K0.01%−28,052−62.9%Reduced
Balyasny Asset Management LLC15,662$184.3K0.00%+15,662New
Quest Partners LLC14,417$169.7K0.02%+5,449+60.8%Added
Diametric Capital, LP14,336$168.7K0.09%+14,336New
Scotia Capital Inc.14,245$167.7K0.00%+14,245New
Susquehanna Fundamental Investments, LLC12,177$143.3K0.00%00.0%Unchanged
Los Angeles Capital Management LLC12,155$143.1K0.00%+12,155New
Group One Trading, L.P.11,101$130.7K0.00%−10,027−47.5%Reduced
Wells Fargo & Company9,607$113.1K0.00%+2,355+32.5%Added
Deutsche Bank AG9,374$110.3K0.00%+9,374New
MetLife Investment Management9,195$108.2K0.00%+9,195New
New York State Common Retirement Fund8,500$100.0K0.00%+8,500New
Mirae Asset Global ETFs Holdings Ltd.8,188$96.4K0.00%+8,188New
FNY Investment Advisers, LLC6,334$74.0K0.03%+2,834+81.0%Added
Citigroup Inc5,023$59.1K0.00%+4,355+651.9%Added
Simplex Trading, LLC3,699$43.0K0.00%−15,786−81.0%Reduced
Police & Firemen's Retirement System of New Jersey3,439$40.5K0.00%+3,439New
Advisor Group Holdings, Inc.2,172$25.6K0.00%−37,695−94.6%Reduced
Ameritas Investment Partners, Inc.1,528$18.0K0.00%+1,528New
Legal & General Group Plc1,360$16.0K0.00%+1,360New
Caitong International Asset Management Co., Ltd1,227$14.4K0.01%+568+86.2%Added
Royal Bank of Canada1,216$14.0K0.00%+1,216New
Amalgamated Bank511$6.00K0.00%+511New
Sterling Capital Management LLC404$4.75K0.00%+404New
Ronald Blue Trust, Inc.333$3.92K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)141$1.66K0.00%−4,886−97.2%Reduced
Jones Financial Companies LLLP101$1.19K0.00%00.0%Unchanged
US Bancorp89$1.05K0.00%+89New
GAMMA Investing LLC88$1.04K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC50$5890.00%00.0%Unchanged
Fifth Third Bancorp44$5180.00%+44New
FMR LLC28$3300.00%+24+600.0%Added
Atlantic Union Bankshares Corp25$2950.00%+25New
Federation des caisses Desjardins du Quebec20$2350.00%00.0%Unchanged
CIBC Private Wealth Group, LLC20$2350.00%00.0%Unchanged
Investors Research Corp15$1770.00%00.0%Unchanged
Golden State Wealth Management, LLC3$350.00%00.0%Unchanged
IFP Advisors, Inc2$240.00%00.0%Unchanged
Umb Bank N A1$120.00%00.0%Unchanged
Global Retirement Partners, LLC1$120.00%+1New
Quarry LP1$120.00%+1New
CenterBook Partners LP0$00.00%−345,877−100.0%Sold out
Man Group plc0$00.00%−56,717−100.0%Sold out
Omers Administration Corp0$00.00%−56,200−100.0%Sold out
HRT Financial LP0$00.00%−40,224−100.0%Sold out
Jane Street Group, LLC0$00.00%−21,967−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−21,429−100.0%Sold out
Centiva Capital, LP0$00.00%−19,148−100.0%Sold out
Engineers Gate Manager LP0$00.00%−15,103−100.0%Sold out
Josh Arnold Investment Consultant, LLC0$00.00%−13,700−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−10,733−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−5,762−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−925−100.0%Sold out