Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BIRD held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 825K | $2.5M | 0.0% | 9.892% | 0.00% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 208K | $627K | — | 2.499% | 0.00% |
| 3 | BlackRock, Inc. | 75K | $226K | +1.0% | 0.899% | 0.00% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 68K | $204K | +19.7% | 0.813% | 0.00% |
| 5 | Spark Investment Management LLC | 58K | $173K | 0.0% | 0.691% | 0.42% |
| 6 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 42K | $127K | +20.6% | 0.505% | 0.00% |
| 7 | VANGUARD FIDUCIARY TRUST CO | 29K | $86K | — | 0.342% | 0.00% |
| 8 | Performa Ltd (US), LLC | 25K | $75K | +36.2% | 0.300% | 0.02% |
| 9 | STATE STREET CORP | 20K | $59K | 0.0% | 0.236% | 0.00% |
| 10 | NORTHERN TRUST CORP | 15K | $46K | 0.0% | 0.182% | 0.00% |
| 11 | Arnhold LLC | 13K | $39K | 0.0% | 0.157% | 0.00% |
| 12 | COLDSTREAM CAPITAL MANAGEMENT INC | 11K | $34K | +4.7% | 0.134% | 0.00% |
| 13 | Trellis Wealth Advisors LLC | 11K | $32K | — | 0.128% | 0.01% |
| 14 | Finley Financial, LLC | 10K | $30K | — | 0.120% | 0.01% |
| 15 | UBS Group AG | 6K | $19K | -18.3% | 0.074% | 0.00% |
| 16 | Rockefeller Capital Management L.P. | 4K | $12K | 0.0% | 0.048% | 0.00% |
| 17 | BNP PARIBAS ARBITRAGE, SA | 4K | $12K | +0.0% | 0.048% | 0.00% |
| 18 | MORGAN STANLEY | 3K | $10K | -41.2% | 0.042% | 0.00% |
| 19 | SBI Securities Co., Ltd. | 3K | $10K | +1.1% | 0.040% | 0.00% |
| 20 | ROYAL BANK OF CANADA | 3K | $8K | +4.2% | 0.033% | 0.00% |
| 21 | Vanguard Global Advisers, LLC | 2K | $5K | — | 0.021% | 0.00% |
| 22 | Parallel Advisors, LLC | 1K | $3K | 0.0% | 0.013% | 0.00% |
| 23 | GROUP ONE TRADING, L.P. | 299 | $900 | -45.8% | 0.004% | 0.00% |
| 24 | RHUMBLINE ADVISERS | 146 | $439 | 0.0% | 0.002% | 0.00% |
| 25 | ADVISOR GROUP HOLDINGS, INC. | 108 | $324 | 0.0% | 0.001% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in BIRD — a direct measure of their conviction.
Filings activity in BIRD during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new BIRD position in Q1 2026
Institutions that fully closed their BIRD position in Q1 2026
7 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 36 | 5.3% | 14.17% | 5.72 pp | $4M | 29% |
| Q4 2025 | 38 | 12% | 19.89% | 6.83 pp | $6M | 26% |
| Q3 2025 | 43 | +0.0% | 26.72% | 34.40 pp | $8M | 56% |
| Q2 2025 | 43 | +4.9% | 61.12% | +33.25 pp | $19M | +119% |
| Q1 2025 | 41 | 21% | 27.87% | 3.14 pp | $9M | 10% |
| Q4 2024 | 52 | +13% | 31.01% | 21.97 pp | $9M | 41% |
| Q3 2024 | 46 | — | 52.98% | — | $16M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying BIRD stock.
Based on Q1 2026 13F filings, institutional ownership of Allbirds, Inc. stands at 14.2%, held across 36 reporting institutions.
FMR LLC is the largest reported institutional holder of BIRD, with approximately 824,863 shares worth $0.00B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of BIRD, including Spark Investment Management LLC.
Our composite Smart Money Score for BIRD is 34 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
9 institutions opened new positions in BIRD during Q1 2026, while 11 fully exited. 1 added to existing positions and 25 trimmed.
BIRD institutional ownership fell by 5.72 percentage points quarter-over-quarter, with a net change of -2 holders.
The top 10 institutions account for 95.0% of all reported 13F value in BIRD, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Allbirds, Inc. (BIRD) Institutional Ownership