Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BNED held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | IMMERSION CORP | 11.2M | $99.0M | 0.0% | 32.915% | 68.40% |
| 2 | Kanen Wealth Management LLC | 3.4M | $30.2M | +0.7% | 10.054% | 10.87% |
| 3 | Windward Management LP | 1.7M | $15.0M | 0.0% | 4.992% | 83.52% |
| 4 | BlackRock, Inc. | 1.1M | $9.6M | -0.9% | 3.194% | 0.00% |
| 5 | MORGAN STANLEY | 1.0M | $9.2M | -5.3% | 3.071% | 0.00% |
| 6 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 882K | $7.8M | 0.0% | 2.589% | 0.78% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 865K | $7.6M | β | 2.540% | 0.00% |
| 8 | GOLDMAN SACHS GROUP INC | 530K | $4.7M | +4.2% | 1.557% | 0.00% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 435K | $3.8M | -2.5% | 1.279% | 0.00% |
| 10 | 683 Capital Management, LLC | 380K | $3.4M | +8.6% | 1.116% | 0.26% |
| 11 | BANK OF AMERICA CORP /DE/ | 356K | $3.1M | +119.6% | 1.045% | 0.00% |
| 12 | STATE STREET CORP | 317K | $2.8M | +1.2% | 0.931% | 0.00% |
| 13 | BNP PARIBAS ARBITRAGE, SA | 227K | $2.0M | +55.2% | 0.665% | 0.00% |
| 14 | DCF Advisers, LLC | 197K | $1.7M | -8.4% | 0.578% | 0.65% |
| 15 | VANGUARD FIDUCIARY TRUST CO | 136K | $1.2M | β | 0.401% | 0.00% |
| 16 | MILLENNIUM MANAGEMENT LLC | 136K | $1.2M | -20.7% | 0.400% | 0.00% |
| 17 | NORTHERN TRUST CORP | 132K | $1.2M | +5.9% | 0.388% | 0.00% |
| 18 | BARCLAYS PLC | 117K | $1.0M | +141.9% | 0.343% | 0.00% |
| 19 | UBS Group AG | 100K | $881K | +25.4% | 0.293% | 0.00% |
| 20 | VANGUARD PORTFOLIO MANAGEMENT LLC | 93K | $823K | β | 0.274% | 0.00% |
| 21 | Voleon Capital Management LP | 92K | $811K | +249.0% | 0.270% | 0.02% |
| 22 | SIG BROKERAGE, LP | 85K | $747K | β | 0.248% | 0.04% |
| 23 | Invesco Ltd. | 65K | $572K | +1.1% | 0.190% | 0.00% |
| 24 | DIMENSIONAL FUND ADVISORS LP | 51K | $452K | -1.4% | 0.150% | 0.00% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 48K | $424K | -11.4% | 0.141% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in BNED β a direct measure of their conviction.
Filings activity in BNED during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new BNED position in Q1 2026
Institutions that fully closed their BNED position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 86 | +8.9% | 56.44% | +6.64 pp | $214M | +13% |
| Q4 2025 | 79 | 3.7% | 49.80% | 4.93 pp | $189M | 9.0% |
| Q3 2025 | 82 | 6.8% | 54.73% | 15.76 pp | $207M | 22% |
| Q2 2025 | 88 | +26% | 70.49% | +12.92 pp | $267M | +22% |
| Q1 2025 | 70 | 2.8% | 57.57% | +8.06 pp | $218M | +16% |
| Q4 2024 | 72 | +67% | 49.51% | +39.79 pp | $187M | +409% |
| Q3 2024 | 43 | +43% | 9.72% | +6.58 pp | $37M | +210% |
| Q2 2024 | 30 | β | 3.14% | β | $12M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying BNED stock.
Based on Q1 2026 13F filings, institutional ownership of Barnes & Noble Education, Inc. stands at 56.4%, held across 86 reporting institutions.
IMMERSION CORP is the largest reported institutional holder of BNED, with approximately 11,208,746 shares worth $0.10B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of BNED, including MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for BNED is 62 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
22 institutions opened new positions in BNED during Q1 2026, while 15 fully exited. 16 added to existing positions and 45 trimmed.
BNED institutional ownership rose by 6.64 percentage points quarter-over-quarter, with a net change of +7 holders.
The top 10 institutions account for 89.1% of all reported 13F value in BNED, and the top 25 account for 98.0%.
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.
Barnes & Noble Education, Inc. (BNED) Institutional Ownership