Barnes & Noble Education, Inc.

BNED

Exchange: NYSE
Industry: Retail-Miscellaneous Shopping Goods Stores
SEC CIK: 0001634117

SEC filings (opens in a new tab)

In the last 90 days, Barnes & Noble Education, Inc. insiders filed 0 open-market purchases and 6 sales; 110 institutions reported holding it in 13F filings for Q2 2026, worth $334.5M in total; no superinvestor holds it.

Q2 2026 vs. Q1 2026

How the institutions holding Barnes & Noble Education, Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026 All holders in Q1 2026

13F holders of BNED: Q1 2026 compared with Q2 2026
Measure	Q1 2026	Of which not filed for Q2 2026	Q2 2026	Change
Holders	90	1	110	+21
Shares	24.5M	1.76K	26.6M	+2.04M (+8.3%)
Value	$216.6M	$15.5K	$334.5M	+$117.9M (+54.4%)

1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (30)

Institutions that held Barnes & Noble Education, Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to BNED in Q2 2026
Institution	Shares	Value	% of portfolio
Ballast Asset Management, LP	299,611	$3.76M	1.50%
Gsa Capital Partners LLP	164,020	$2.06M	0.13%
Marshall Wace, LLP	158,292	$1.99M	0.00%
Norges Bank	150,200	$1.89M	0.00%
Healthcare of Ontario Pension Plan Trust Fund	142,000	$1.78M	0.00%
Squarepoint Ops LLC	62,508	$785.1K	0.00%
Verdence Capital Advisors LLC	56,291	$707.0K	0.04%
Dynamic Technology Lab Private Ltd	46,898	$589.0K	0.13%
Walleye Capital LLC	41,184	$517.3K	0.00%
Point72 Asset Management, L.P.	36,697	$460.9K	0.00%
Trexquant Investment LP	31,842	$399.9K	0.00%
Creative Planning	29,174	$366.4K	0.00%
Centiva Capital, LP	22,341	$280.6K	0.01%
Susquehanna Portfolio Strategies, LLC	19,397	$243.6K	0.00%
Penbrook Management LLC	15,000	$188.4K	0.12%
Brevan Howard Capital Management LP	14,843	$186.4K	0.00%
Graham Capital Management, L.P.	10,217	$128.3K	0.00%
MetLife Investment Management	10,126	$127.2K	0.00%
Alliancebernstein L.P.	12,500	$110.4K	0.00%
STRS Ohio	2,900	$36.4K	0.00%
Royal Bank of Canada	2,567	$32.0K	0.00%
SRS Capital Advisors, Inc.	2,403	$30.2K	0.00%
Persistent Asset Partners Ltd	2,048	$25.7K	0.01%
True Wealth Design, LLC	65	$817	0.00%
Fortitude Family Office, LLC	61	$766	0.00%
Allworth Financial LP	52	$654	0.00%
UMA Financial Services, Inc.	29	$365	0.00%
Rothschild Investment LLC	15	$188	0.00%
Parallel Advisors, LLC	10	$126	0.00%
SJS Investment Consulting Inc.	3	$38	0.00%

Sold out (9)

Institutions that held Barnes & Noble Education, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of BNED in Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Sig Brokerage, LP	34,605	$305.6K
Engineers Gate Manager LP	21,100	$186.3K
IMC-Chicago, LLC	19,740	$174.3K
ExodusPoint Capital Management, LP	18,081	$159.7K
Renaissance Technologies LLC	15,400	$136.0K
Aquatic Capital Management LLC	665	$5.87K
Quadrant Capital Group LLC	297	$2.62K
Steward Partners Investment Advisory, LLC	50	$442
MAI Capital Management	5	$45

Not filed for Q2 2026 yet (1)

Institutions that held Barnes & Noble Education, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BNED in Q1 2026 that haven't filed for Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
CWM, LLC	1,759	$15.5K