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, Q2 2026
Institutional positions in Barnes & Noble Education, Inc. as of Jun 30, 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
- 110
- +21 vs. Q1 2026
- Shares held
- 26.6M
- +2.04M (+8.3%) vs. Q1 2026
- Total value
- $334.5M
- +$117.9M (+54.4%) vs. Q1 2026
- New holders
- 30
- 32 more added
- Sold out
- 9
- 29 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Barnes & Noble Education, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 683 Capital Management, LLC | 349,046 | $4.38M | 0.40% | −30,954−8.1% | Reduced |
| State Street Corp | 366,531 | $4.60M | 0.00% | +49,336+15.6% | Added |
| Geode Capital Management, LLC | 495,899 | $6.23M | 0.00% | +60,421+13.9% | Added |
| Vanguard Capital Management LLC | 804,636 | $10.1M | 0.00% | −60,249−7.0% | Reduced |
| Prescott Group Capital Management, L.L.C. | 891,799 | $11.2M | 0.97% | +10,000+1.1% | Added |
| Morgan Stanley | 1,059,206 | $13.3M | 0.00% | +13,479+1.3% | Added |
| BlackRock, Inc. | 1,177,322 | $14.8M | 0.00% | +89,696+8.2% | Added |
| Windward Management LP | 1,656,736 | $20.8M | 15.11% | −43,264−2.5% | Reduced |
| Kanen Wealth Management LLC | 3,379,123 | $42.9M | 10.49% | −44,659−1.3% | Reduced |
| Immersion Corp | 11,208,746 | $140.8M | 78.77% | 00.0% | Unchanged |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −34,605−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −21,100−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −19,740−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −18,081−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −15,400−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −665−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −297−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |