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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, Q3 2025

Institutional positions in Barnes & Noble Education, Inc. as of Sep 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
87
−1 vs. Q2 2025
Shares held
21.3M
−1.98M (−8.5%) vs. Q2 2025
Total value
$211.5M
−$62.3M (−22.7%) vs. Q2 2025
New holders
19
31 more added
Sold out
20
21 more reduced

Compare with Q2 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 holdersQ3 2025: 87 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 heldQ3 2025: $211.5M
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, Q3 2025

Shares, value and share of portfolio for each institution holding Barnes & Noble Education, Inc.; share changes are against Q2 2025.

Institutions holding BNED in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Immersion Corp11,208,746$111.5M68.86%00.0%Unchanged
Kanen Wealth Management LLC3,087,928$30.5M10.18%−1,961−0.1%Reduced
BlackRock, Inc.1,064,071$10.6M0.00%+41,269+4.0%Added
Vanguard Group Inc1,027,599$10.2M0.00%+67,365+7.0%Added
Morgan Stanley979,087$9.74M0.00%+267,656+37.6%Added
Geode Capital Management, LLC433,620$4.32M0.00%+31,511+7.8%Added
683 Capital Management, LLC350,000$3.48M0.32%−137,000−28.1%Reduced
Prescott Group Capital Management, L.L.C.307,807$3.06M0.32%+17,807+6.1%Added
Centaurus Financial, Inc.296,046$2.95M0.14%+8,462+2.9%Added
Millennium Management LLC250,030$2.49M0.00%−74,093−22.9%Reduced
Bank of America Corp245,056$2.44M0.00%+144,175+142.9%Added
State Street Corp231,124$2.30M0.00%+41,932+22.2%Added
DCF Advisers, LLC229,443$2.28M0.86%+13,500+6.3%Added
Goldman Sachs Group Inc175,332$1.74M0.00%+36,024+25.9%Added
BNP Paribas Arbitrage, SA157,676$1.57M0.00%−17,060−9.8%Reduced
UBS Group AG133,888$1.33M0.00%+41,586+45.1%Added
Northern Trust Corp132,144$1.31M0.00%+14,681+12.5%Added
JPMorgan Chase & Co90,063$896.1K0.00%−426,458−82.6%Reduced
Caption Management, LLC81,840$814.3K0.05%+32,522+65.9%Added
Renaissance Technologies LLC75,900$755.2K0.00%−35,000−31.6%Reduced
Invesco Ltd.55,652$553.7K0.00%+9,402+20.3%Added
Charles Schwab Investment Management Inc54,205$539.3K0.00%+3,974+7.9%Added
Dimensional Fund Advisors LP51,365$511.1K0.00%+4,770+10.2%Added
Gsa Capital Partners LLP41,353$411.0K0.03%−28,776−41.0%Reduced
American Century Companies Inc40,313$401.1K0.00%+14,763+57.8%Added
Bank of New York Mellon Corp39,153$389.6K0.00%+4,264+12.2%Added
Bridgeway Capital Management, LLC39,000$388.1K0.01%00.0%Unchanged
Cetera Investment Advisers31,977$318.2K0.00%+2,783+9.5%Added
Voleon Capital Management LP28,151$280.1K0.01%+28,151New
Verition Fund Management LLC26,665$265.3K0.00%+26,665New
Barclays PLC22,700$225.9K0.00%−2,421−9.6%Reduced
Jane Street Group, LLC22,370$222.6K0.00%+22,370New
Rhumbline Advisers22,028$219.2K0.00%−394−1.8%Reduced
Sender Co & Partners, Inc.21,029$209.2K0.08%+21,029New
Quantbot Technologies LP20,519$204.2K0.01%+20,519New
D. E. Shaw & Co., Inc.19,739$196.4K0.00%−99,423−83.4%Reduced
Nuveen, LLC19,431$193.3K0.00%−59,810−75.5%Reduced
Group One Trading, L.P.19,122$190.3K0.01%+8,021+72.3%Added
Diametric Capital, LP17,162$170.8K0.06%+2,826+19.7%Added
Citadel Advisors LLC16,288$162.1K0.00%−180,715−91.7%Reduced
EntryPoint Capital, LLC14,350$142.8K0.06%+14,350New
Wells Fargo & Company12,353$122.9K0.00%+2,746+28.6%Added
PharVision Advisers, LLC11,471$114.1K0.06%+11,471New
Deutsche Bank AG11,077$110.2K0.00%+1,703+18.2%Added
Corsair Capital Management, L.P.10,000$99.5K0.02%−39,000−79.6%Reduced
MetLife Investment Management9,645$96.0K0.00%+450+4.9%Added
New York State Common Retirement Fund8,500$84.6K0.00%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.7,483$74.5K0.00%−705−8.6%Reduced
Cloud Capital Management, LLC5,762$57.0K0.03%+5,762New
Police & Firemen's Retirement System of New Jersey5,590$55.6K0.00%+2,151+62.5%Added
Quest Partners LLC4,858$48.3K0.00%−9,559−66.3%Reduced
FNY Investment Advisers, LLC3,325$33.0K0.01%−3,009−47.5%Reduced
Quarry LP2,083$20.7K0.01%+2,082+208,200.0%Added
State of Alaska, Department of Revenue1,853$18.0K0.00%+1,853New
Ameritas Investment Partners, Inc.1,528$15.2K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd1,416$14.1K0.01%+189+15.4%Added
Legal & General Group Plc1,360$13.5K0.00%00.0%Unchanged
Russell Investments Group, Ltd.1,240$12.3K0.00%+1,240New
Tower Research Capital LLC (TRC)1,229$12.2K0.00%+1,088+771.6%Added
Royal Bank of Canada1,100$12.0K0.00%−116−9.5%Reduced
Sterling Capital Management LLC1,112$11.1K0.00%+708+175.2%Added
California State Teachers Retirement System932$9.27K0.00%+932New
Amalgamated Bank511$5.00K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.472$4.61K0.00%−1,700−78.3%Reduced
Simplex Trading, LLC486$4.00K0.00%−3,213−86.9%Reduced
Ronald Blue Trust, Inc.333$3.31K0.00%00.0%Unchanged
Quadrant Capital Group LLC280$2.79K0.00%+280New
Citigroup Inc187$1.86K0.00%−4,836−96.3%Reduced
FMR LLC106$1.05K0.00%+78+278.6%Added
Jones Financial Companies LLLP101$9900.00%00.0%Unchanged
GAMMA Investing LLC88$8760.00%00.0%Unchanged
SBI Securities Co., Ltd.76$7560.00%+76New
Steward Partners Investment Advisory, LLC50$4980.00%00.0%Unchanged
The PNC Financial Services Group, Inc.43$4280.00%+43New
Nisa Investment Advisors, LLC37$3680.00%+37New
Fifth Third Bancorp28$2790.00%−16−36.4%Reduced
Atlantic Union Bankshares Corp25$2490.00%00.0%Unchanged
EverSource Wealth Advisors, LLC24$2390.00%+24New
CIBC Private Wealth Group, LLC20$1990.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec20$1990.00%00.0%Unchanged
Investors Research Corp15$1490.00%00.0%Unchanged
SRS Capital Advisors, Inc.10$990.00%+10New
Essential Partners LLC5$500.00%+5New
Golden State Wealth Management, LLC3$300.00%00.0%Unchanged
IFP Advisors, Inc3$300.00%+1+50.0%Added
Umb Bank N A1$100.00%00.0%Unchanged
CWM, LLC44$00.00%+44New
Greenhaven Road Investment Management, L.P.0$00.00%−984,162−100.0%Sold out
Marshall Wace, LLP0$00.00%−261,655−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−80,681−100.0%Sold out
Apis Capital Advisors, LLC0$00.00%−70,000−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−60,163−100.0%Sold out
MYDA Advisors LLC0$00.00%−60,000−100.0%Sold out
Raymond James Financial Inc0$00.00%−55,445−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−47,856−100.0%Sold out
SG Americas Securities, LLC0$00.00%−39,194−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−30,523−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−25,790−100.0%Sold out
Quadrature Capital Ltd0$00.00%−21,101−100.0%Sold out
Gilder Gagnon Howe & Co LLC0$00.00%−19,685−100.0%Sold out