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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 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.

Institutional holdersQ4 2025: 82 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 2025: $221.6M
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 2025

Shares, value and share of portfolio for each institution holding Barnes & Noble Education, Inc.; share changes are against Q3 2025.

Institutions holding BNED in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
CWM, LLC40$00.00%−4−9.1%Reduced
Umb Bank N A1$90.00%00.0%Unchanged
Flagship Harbor Advisors, LLC1$90.00%+1New
IFP Advisors, Inc2$180.00%−1−33.3%Reduced
Golden State Wealth Management, LLC3$280.00%00.0%Unchanged
Byrne Asset Management LLC4$370.00%+4New
Essential Partners LLC5$460.00%00.0%Unchanged
SRS Capital Advisors, Inc.10$920.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.13$1190.00%+13New
Investors Research Corp15$1380.00%00.0%Unchanged
CIBC Private Wealth Group, LLC20$1840.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec20$1840.00%00.0%Unchanged
Atlantic Union Bankshares Corp25$2300.00%00.0%Unchanged
Fifth Third Bancorp28$2570.00%00.0%Unchanged
Nisa Investment Advisors, LLC37$3400.00%00.0%Unchanged
The PNC Financial Services Group, Inc.43$3950.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC50$4600.00%00.0%Unchanged
Advisor Group Holdings, Inc.60$5500.00%−412−87.3%Reduced
Jones Financial Companies LLLP101$9280.00%00.0%Unchanged
Quadrant Capital Group LLC108$9930.00%−172−61.4%Reduced
US Bancorp161$1.48K0.00%+161New
Ronald Blue Trust, Inc.333$3.06K0.00%00.0%Unchanged
Amalgamated Bank506$5.00K0.00%−5−1.0%Reduced
Sterling Capital Management LLC929$8.54K0.00%−183−16.5%Reduced
California State Teachers Retirement System992$9.12K0.00%+60+6.4%Added
Russell Investments Group, Ltd.1,263$11.6K0.00%+23+1.9%Added
Tower Research Capital LLC (TRC)1,343$12.3K0.00%+114+9.3%Added
Legal & General Group Plc1,360$12.5K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,528$14.0K0.00%00.0%Unchanged
State of Alaska, Department of Revenue1,853$17.0K0.00%00.0%Unchanged
DV Equities, LLC1,851$17.0K0.00%+1,851New
FMR LLC2,249$20.7K0.00%+2,143+2,021.7%Added
Royal Bank of Canada3,972$36.0K0.00%+2,872+261.1%Added
Quest Partners LLC4,858$44.6K0.00%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey5,590$51.4K0.00%00.0%Unchanged
Citigroup Inc6,017$55.3K0.00%+5,830+3,117.6%Added
JPMorgan Chase & Co6,441$59.2K0.00%−83,622−92.8%Reduced
Mirae Asset Global ETFs Holdings Ltd.7,703$70.8K0.00%+220+2.9%Added
New York State Common Retirement Fund8,500$78.1K0.00%00.0%Unchanged
Simplex Trading, LLC9,186$84.4K0.00%+8,700+1,790.1%Added
Caitong International Asset Management Co., Ltd9,313$85.6K0.02%+7,897+557.7%Added
Deutsche Bank AG11,950$109.8K0.00%+873+7.9%Added
Group One Trading, L.P.13,480$123.9K0.00%−5,642−29.5%Reduced
State of Wyoming14,579$134.0K0.01%+14,579New
Axq Capital, LP15,684$144.1K0.03%+15,684New
Renaissance Technologies LLC16,300$149.8K0.00%−59,600−78.5%Reduced
Wells Fargo & Company18,065$166.0K0.00%+5,712+46.2%Added
Nuveen, LLC19,431$178.6K0.00%00.0%Unchanged
Rhumbline Advisers19,741$181.4K0.00%−2,287−10.4%Reduced
Susquehanna International Group, LLP23,225$213.4K0.00%+23,225New
Cetera Investment Advisers24,981$229.6K0.00%−6,996−21.9%Reduced
Voleon Capital Management LP26,316$241.8K0.01%−1,835−6.5%Reduced
Verition Fund Management LLC30,215$277.7K0.00%+3,550+13.3%Added
XTX Topco Ltd32,410$297.8K0.01%+32,410New
Bank of New York Mellon Corp38,858$357.1K0.00%−295−0.8%Reduced
Bridgeway Capital Management, LLC39,000$358.4K0.01%00.0%Unchanged
American Century Companies Inc42,725$392.6K0.00%+2,412+6.0%Added
Barclays PLC48,293$443.8K0.00%+25,593+112.7%Added
D. E. Shaw & Co., Inc.49,085$451.1K0.00%+29,346+148.7%Added
Dimensional Fund Advisors LP51,865$476.6K0.00%+500+1.0%Added
Citadel Advisors LLC52,308$480.7K0.00%+36,020+221.1%Added
Charles Schwab Investment Management Inc54,205$498.1K0.00%00.0%Unchanged
Invesco Ltd.64,070$588.8K0.00%+8,418+15.1%Added
UBS Group AG79,610$731.6K0.00%−54,278−40.5%Reduced
Northern Trust Corp124,762$1.15M0.00%−7,382−5.6%Reduced
BNP Paribas Arbitrage, SA145,967$1.34M0.00%−11,709−7.4%Reduced
Bank of America Corp162,067$1.49M0.00%−82,989−33.9%Reduced
Millennium Management LLC171,693$1.58M0.00%−78,337−31.3%Reduced
Caption Management, LLC185,906$1.71M0.08%+104,066+127.2%Added
DCF Advisers, LLC214,943$1.98M0.65%−14,500−6.3%Reduced
Centaurus Financial, Inc.217,126$2.00M0.09%−78,920−26.7%Reduced
State Street Corp313,425$2.88M0.00%+82,301+35.6%Added
683 Capital Management, LLC350,000$3.22M0.27%00.0%Unchanged
Geode Capital Management, LLC446,571$4.11M0.00%+12,951+3.0%Added
Goldman Sachs Group Inc508,899$4.68M0.00%+333,567+190.2%Added
Prescott Group Capital Management, L.L.C.881,799$8.10M0.75%+573,992+186.5%Added
Vanguard Group Inc1,063,135$9.77M0.00%+35,536+3.5%Added
BlackRock, Inc.1,097,439$10.1M0.00%+33,368+3.1%Added
Morgan Stanley1,104,662$10.2M0.00%+125,575+12.8%Added
Windward Management LP1,700,000$15.6M11.83%+1,700,000New
Kanen Wealth Management LLC3,399,982$30.8M9.60%+312,054+10.1%Added
Immersion Corp11,208,746$103.0M70.59%00.0%Unchanged
Gsa Capital Partners LLP0$00.00%−41,353−100.0%Sold out
Jane Street Group, LLC0$00.00%−22,370−100.0%Sold out
Sender Co & Partners, Inc.0$00.00%−21,029−100.0%Sold out
Quantbot Technologies LP0$00.00%−20,519−100.0%Sold out
Diametric Capital, LP0$00.00%−17,162−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−14,350−100.0%Sold out
PharVision Advisers, LLC0$00.00%−11,471−100.0%Sold out
Corsair Capital Management, L.P.0$00.00%−10,000−100.0%Sold out
MetLife Investment Management0$00.00%−9,645−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−5,762−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−3,325−100.0%Sold out
Quarry LP0$00.00%−2,083−100.0%Sold out
GAMMA Investing LLC0$00.00%−88−100.0%Sold out
SBI Securities Co., Ltd.0$00.00%−76−100.0%Sold out
EverSource Wealth Advisors, LLC0$00.00%−24−100.0%Sold out