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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, Q1 2026

Institutional positions in Barnes & Noble Education, Inc. as of Mar 31, 2026. 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
90
+11 vs. Q4 2025
Shares held
24.5M
+1.43M (+6.2%) vs. Q4 2025
Total value
$216.6M
+$4.76M (+2.2%) vs. Q4 2025
New holders
23
25 more added
Sold out
12
18 more reduced

3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 90 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 heldQ1 2026: $216.6M
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, Q1 2026

Shares, value and share of portfolio for each institution holding Barnes & Noble Education, Inc.; share changes are against Q4 2025.

Institutions holding BNED in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Immersion Corp11,208,746$99.0M68.40%00.0%Unchanged
Kanen Wealth Management LLC3,423,782$30.2M10.87%+23,800+0.7%Added
Windward Management LP1,700,000$15.0M16.25%00.0%Unchanged
BlackRock, Inc.1,087,626$9.60M0.00%−9,813−0.9%Reduced
Morgan Stanley1,045,727$9.23M0.00%−58,935−5.3%Reduced
Prescott Group Capital Management, L.L.C.881,799$7.79M0.78%00.0%Unchanged
Vanguard Capital Management LLC864,885$7.64M0.00%+864,885New
Goldman Sachs Group Inc530,371$4.68M0.00%+21,472+4.2%Added
Geode Capital Management, LLC435,478$3.85M0.00%−11,093−2.5%Reduced
683 Capital Management, LLC380,000$3.36M0.31%+30,000+8.6%Added
Bank of America Corp355,943$3.14M0.00%+193,876+119.6%Added
State Street Corp317,195$2.80M0.00%+3,770+1.2%Added
BNP Paribas Arbitrage, SA226,513$2.00M0.00%+80,546+55.2%Added
DCF Advisers, LLC196,943$1.74M0.66%−18,000−8.4%Reduced
Centaurus Financial, Inc.192,301$1.70M0.08%−24,825−11.4%Reduced
Vanguard Fiduciary Trust Co136,440$1.20M0.00%+136,440New
Millennium Management LLC136,141$1.20M0.00%−35,552−20.7%Reduced
Northern Trust Corp132,085$1.17M0.00%+7,323+5.9%Added
Barclays PLC116,839$1.03M0.00%+68,546+141.9%Added
UBS Group AG99,818$881.4K0.00%+20,208+25.4%Added
HRT Financial LP94,947$838.0K0.00%+94,947New
Vanguard Portfolio Management LLC93,208$823.0K0.00%+93,208New
Voleon Capital Management LP91,842$811.0K0.02%+65,526+249.0%Added
Invesco Ltd.64,784$572.0K0.00%+714+1.1%Added
Dimensional Fund Advisors LP51,148$451.6K0.00%−717−1.4%Reduced
Charles Schwab Investment Management Inc48,029$424.1K0.00%−6,176−11.4%Reduced
D. E. Shaw & Co., Inc.44,701$394.7K0.00%−4,384−8.9%Reduced
American Century Companies Inc43,749$386.3K0.00%+1,024+2.4%Added
Bank of New York Mellon Corp39,619$349.8K0.00%+761+2.0%Added
Bridgeway Capital Management, LLC39,000$344.4K0.01%00.0%Unchanged
Citadel Advisors LLC38,144$336.8K0.00%−14,164−27.1%Reduced
Sig Brokerage, LP34,605$305.6K0.09%+34,605New
Nuveen, LLC30,946$273.3K0.00%+11,515+59.3%Added
Jane Street Group, LLC22,165$195.7K0.00%+22,165New
Engineers Gate Manager LP21,100$186.3K0.00%+21,100New
Vident Advisory, LLC20,659$182.4K0.00%+20,659New
Rhumbline Advisers20,101$177.5K0.00%+360+1.8%Added
IMC-Chicago, LLC19,740$174.3K0.00%+19,740New
Cetera Investment Advisers19,179$169.4K0.00%−5,802−23.2%Reduced
ExodusPoint Capital Management, LP18,081$159.7K0.00%+18,081New
JPMorgan Chase & Co18,113$156.1K0.00%+11,672+181.2%Added
Diametric Capital, LP15,755$139.1K0.04%+15,755New
Renaissance Technologies LLC15,400$136.0K0.00%−900−5.5%Reduced
Group One Trading, L.P.15,132$133.6K0.00%+1,652+12.3%Added
AQR Capital Management LLC14,144$124.9K0.00%+14,144New
Deutsche Bank AG11,950$105.5K0.00%00.0%Unchanged
Price T Rowe Associates Inc11,656$103.0K0.00%+11,656New
SEI Investments Co11,515$101.7K0.00%+11,515New
Prelude Capital Management, LLC10,630$93.9K0.01%+10,630New
Vanguard Global Advisers, LLC9,927$87.7K0.00%+9,927New
New York State Common Retirement Fund8,500$75.1K0.00%00.0%Unchanged
Copeland Capital Management, LLC8,281$73.1K0.00%+8,281New
Mirae Asset Global ETFs Holdings Ltd.7,873$69.5K0.00%+170+2.2%Added
State of Wyoming7,729$68.2K0.01%−6,850−47.0%Reduced
Wells Fargo & Company6,090$53.8K0.00%−11,975−66.3%Reduced
Police & Firemen's Retirement System of New Jersey5,590$49.4K0.00%00.0%Unchanged
Russell Investments Group, Ltd.4,420$39.0K0.00%+3,157+250.0%Added
FMR LLC3,163$27.9K0.00%+914+40.6%Added
Simplex Trading, LLC2,307$20.4K0.00%−6,879−74.9%Reduced
State of Alaska, Department of Revenue1,853$16.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,781$15.7K0.00%+438+32.6%Added
CWM, LLC1,759$15.5K0.00%+1,719+4,297.5%Added
Citigroup Inc1,605$14.2K0.00%−4,412−73.3%Reduced
Ameritas Investment Partners, Inc.1,528$13.5K0.00%00.0%Unchanged
Legal & General Group Plc1,360$12.0K0.00%00.0%Unchanged
California State Teachers Retirement System872$7.70K0.00%−120−12.1%Reduced
Aquatic Capital Management LLC665$5.87K0.00%+665New
Sterling Capital Management LLC533$4.71K0.00%−396−42.6%Reduced
UBS Asset Management Americas Inc400$3.53K0.00%+400New
GAMMA Investing LLC360$3.18K0.00%+360New
Ronald Blue Trust, Inc.333$2.94K0.00%00.0%Unchanged
Quadrant Capital Group LLC297$2.62K0.00%+189+175.0%Added
Farther Finance Advisors, LLC264$2.33K0.00%+264New
Jones Financial Companies LLLP101$8810.00%00.0%Unchanged
EverSource Wealth Advisors, LLC97$8570.00%+97New
Essential Partners LLC87$7680.00%+82+1,640.0%Added
Advisor Group Holdings, Inc.60$5280.00%00.0%Unchanged
The PNC Financial Services Group, Inc.58$5120.00%+15+34.9%Added
Steward Partners Investment Advisory, LLC50$4420.00%00.0%Unchanged
Nisa Investment Advisors, LLC37$3270.00%00.0%Unchanged
Fifth Third Bancorp28$2470.00%00.0%Unchanged
Atlantic Union Bankshares Corp25$2210.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec20$1770.00%00.0%Unchanged
Investors Research Corp15$1320.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.13$1140.00%00.0%Unchanged
MAI Capital Management5$450.00%+5New
Byrne Asset Management LLC4$350.00%00.0%Unchanged
Golden State Wealth Management, LLC3$260.00%00.0%Unchanged
IFP Advisors, Inc2$180.00%00.0%Unchanged
Umb Bank N A1$90.00%00.0%Unchanged
Caption Management, LLC0$00.00%−185,906−100.0%Sold out
XTX Topco Ltd0$00.00%−32,410−100.0%Sold out
Verition Fund Management LLC0$00.00%−30,215−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−23,225−100.0%Sold out
Axq Capital, LP0$00.00%−15,684−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−9,313−100.0%Sold out
Quest Partners LLC0$00.00%−4,858−100.0%Sold out
Royal Bank of Canada0$00.00%−3,972−100.0%Sold out
Amalgamated Bank0$00.00%−506−100.0%Sold out
US Bancorp0$00.00%−161−100.0%Sold out