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 2025
Institutional positions in Barnes & Noble Education, Inc. as of Dec 31, 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
- 82
- −5 vs. Q3 2025
- Shares held
- 24.2M
- +2.87M (+13.5%) vs. Q3 2025
- Total value
- $221.6M
- +$10.1M (+4.8%) vs. Q3 2025
- New holders
- 10
- 27 more added
- Sold out
- 15
- 20 more reduced
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 110 | $334.5M |
| Q1 2026 | 90 | $216.6M |
| Q4 2025 | 82 | $221.6M |
| Q3 2025 | 87 | $211.5M |
| Q2 2025 | 88 | $273.8M |
| Q1 2025 | 71 | $219.3M |
| Q4 2024 | 74 | $186.7M |
| Q3 2024 | 44 | $36.2M |
| Q2 2024 | 27 | $3.79M |
| Q1 2024 | 43 | $8.40M |
| Q4 2023 | 55 | $21.3M |
| Q3 2023 | 59 | $11.0M |
| Q2 2023 | 62 | $13.9M |
| Q1 2023 | 68 | $22.7M |
| Q4 2022 | 72 | $36.1M |
| Q3 2022 | 77 | $55.1M |
| Q2 2022 | 94 | $70.5M |
| Q1 2022 | 125 | $110.7M |
| Q4 2021 | 130 | $199.7M |
| Q3 2021 | 127 | $301.8M |
| Q2 2021 | 117 | $209.2M |
| Q1 2021 | 115 | $201.4M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Barnes & Noble Education, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Immersion Corp | 11,208,746 | $103.0M | 70.59% | 00.0% | Unchanged |
| Kanen Wealth Management LLC | 3,399,982 | $30.8M | 9.60% | +312,054+10.1% | Added |
| Windward Management LP | 1,700,000 | $15.6M | 11.83% | +1,700,000 | New |
| Morgan Stanley | 1,104,662 | $10.2M | 0.00% | +125,575+12.8% | Added |
| BlackRock, Inc. | 1,097,439 | $10.1M | 0.00% | +33,368+3.1% | Added |
| Vanguard Group Inc | 1,063,135 | $9.77M | 0.00% | +35,536+3.5% | Added |
| Prescott Group Capital Management, L.L.C. | 881,799 | $8.10M | 0.75% | +573,992+186.5% | Added |
| Goldman Sachs Group Inc | 508,899 | $4.68M | 0.00% | +333,567+190.2% | Added |
| Geode Capital Management, LLC | 446,571 | $4.11M | 0.00% | +12,951+3.0% | Added |
| 683 Capital Management, LLC | 350,000 | $3.22M | 0.27% | 00.0% | Unchanged |
| State Street Corp | 313,425 | $2.88M | 0.00% | +82,301+35.6% | Added |
| Centaurus Financial, Inc. | 217,126 | $2.00M | 0.09% | −78,920−26.7% | Reduced |
| DCF Advisers, LLC | 214,943 | $1.98M | 0.65% | −14,500−6.3% | Reduced |
| Caption Management, LLC | 185,906 | $1.71M | 0.08% | +104,066+127.2% | Added |
| Millennium Management LLC | 171,693 | $1.58M | 0.00% | −78,337−31.3% | Reduced |
| Bank of America Corp | 162,067 | $1.49M | 0.00% | −82,989−33.9% | Reduced |
| BNP Paribas Arbitrage, SA | 145,967 | $1.34M | 0.00% | −11,709−7.4% | Reduced |
| Northern Trust Corp | 124,762 | $1.15M | 0.00% | −7,382−5.6% | Reduced |
| UBS Group AG | 79,610 | $731.6K | 0.00% | −54,278−40.5% | Reduced |
| Invesco Ltd. | 64,070 | $588.8K | 0.00% | +8,418+15.1% | Added |
| Charles Schwab Investment Management Inc | 54,205 | $498.1K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 52,308 | $480.7K | 0.00% | +36,020+221.1% | Added |
| Dimensional Fund Advisors LP | 51,865 | $476.6K | 0.00% | +500+1.0% | Added |
| D. E. Shaw & Co., Inc. | 49,085 | $451.1K | 0.00% | +29,346+148.7% | Added |
| Barclays PLC | 48,293 | $443.8K | 0.00% | +25,593+112.7% | Added |
| American Century Companies Inc | 42,725 | $392.6K | 0.00% | +2,412+6.0% | Added |
| Bridgeway Capital Management, LLC | 39,000 | $358.4K | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 38,858 | $357.1K | 0.00% | −295−0.8% | Reduced |
| XTX Topco Ltd | 32,410 | $297.8K | 0.01% | +32,410 | New |
| Verition Fund Management LLC | 30,215 | $277.7K | 0.00% | +3,550+13.3% | Added |
| Voleon Capital Management LP | 26,316 | $241.8K | 0.01% | −1,835−6.5% | Reduced |
| Cetera Investment Advisers | 24,981 | $229.6K | 0.00% | −6,996−21.9% | Reduced |
| Susquehanna International Group, LLP | 23,225 | $213.4K | 0.00% | +23,225 | New |
| Rhumbline Advisers | 19,741 | $181.4K | 0.00% | −2,287−10.4% | Reduced |
| Nuveen, LLC | 19,431 | $178.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 18,065 | $166.0K | 0.00% | +5,712+46.2% | Added |
| Renaissance Technologies LLC | 16,300 | $149.8K | 0.00% | −59,600−78.5% | Reduced |
| Axq Capital, LP | 15,684 | $144.1K | 0.03% | +15,684 | New |
| State of Wyoming | 14,579 | $134.0K | 0.01% | +14,579 | New |
| Group One Trading, L.P. | 13,480 | $123.9K | 0.00% | −5,642−29.5% | Reduced |
| Deutsche Bank AG | 11,950 | $109.8K | 0.00% | +873+7.9% | Added |
| Caitong International Asset Management Co., Ltd | 9,313 | $85.6K | 0.02% | +7,897+557.7% | Added |
| Simplex Trading, LLC | 9,186 | $84.4K | 0.00% | +8,700+1,790.1% | Added |
| New York State Common Retirement Fund | 8,500 | $78.1K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 7,703 | $70.8K | 0.00% | +220+2.9% | Added |
| JPMorgan Chase & Co | 6,441 | $59.2K | 0.00% | −83,622−92.8% | Reduced |
| Citigroup Inc | 6,017 | $55.3K | 0.00% | +5,830+3,117.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 5,590 | $51.4K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 4,858 | $44.6K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,972 | $36.0K | 0.00% | +2,872+261.1% | Added |
| FMR LLC | 2,249 | $20.7K | 0.00% | +2,143+2,021.7% | Added |
| DV Equities, LLC | 1,851 | $17.0K | 0.00% | +1,851 | New |
| State of Alaska, Department of Revenue | 1,853 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,528 | $14.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,360 | $12.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,343 | $12.3K | 0.00% | +114+9.3% | Added |
| Russell Investments Group, Ltd. | 1,263 | $11.6K | 0.00% | +23+1.9% | Added |
| California State Teachers Retirement System | 992 | $9.12K | 0.00% | +60+6.4% | Added |
| Sterling Capital Management LLC | 929 | $8.54K | 0.00% | −183−16.5% | Reduced |
| Amalgamated Bank | 506 | $5.00K | 0.00% | −5−1.0% | Reduced |
| Ronald Blue Trust, Inc. | 333 | $3.06K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 161 | $1.48K | 0.00% | +161 | New |
| Quadrant Capital Group LLC | 108 | $993 | 0.00% | −172−61.4% | Reduced |
| Jones Financial Companies LLLP | 101 | $928 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 60 | $550 | 0.00% | −412−87.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 50 | $460 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 43 | $395 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 37 | $340 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 28 | $257 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 25 | $230 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 20 | $184 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 20 | $184 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 15 | $138 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 13 | $119 | 0.00% | +13 | New |
| SRS Capital Advisors, Inc. | 10 | $92 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 5 | $46 | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 4 | $37 | 0.00% | +4 | New |
| Golden State Wealth Management, LLC | 3 | $28 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2 | $18 | 0.00% | −1−33.3% | Reduced |
| Umb Bank N A | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1 | $9 | 0.00% | +1 | New |
| CWM, LLC | 40 | $0 | 0.00% | −4−9.1% | Reduced |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −41,353−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −22,370−100.0% | Sold out |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −21,029−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −20,519−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −17,162−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −14,350−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −11,471−100.0% | Sold out |
| Corsair Capital Management, L.P. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −9,645−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −5,762−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −3,325−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −2,083−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| SBI Securities Co., Ltd. | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |