Barnes & Noble EducationBNED
13F holders, Q4 2025 (December 31)82holders −5
8new positions
15sold out
4famous investors
$9.17avg. 13F price*
At the end of Q4 2025, 82 institutions reported holding Barnes & Noble Education Inc. (BNED) in their 13F filings, down 5 from Q3 2025. 8 opened new positions and 15 sold out. The largest holders were Immersion Corp. ($103.0M), Kanen Wealth Management LLC ($30.8M) and Windward Management LP ($15.6M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Barnes & Noble Education Inc.
- CUSIP
- 06777U200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $791K |
| Exits | 15 | $1.8M |
All 13F filers, Q3 2025 → Q4 2025: 1,839,770 shares bought and 668,426 shares sold, net +1,171,344 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| Immersion Corp. | 70.59% | No change | 11,208,746 | $103.0M |
| Kanen Wealth Management LLC | 9.35% | Add +10.1% | 3,399,982 | $30.8M |
| Windward Management LP | 11.83% | — | 1,700,000 | $15.6M |
| Morgan Stanley | 0.00% | Add +12.8% | 1,104,662 | $10.2M |
| BlackRock, Inc. | 0.00% | Add +3.1% | 1,097,439 | $10.1M |
| Vanguard Group Inc. | 0.00% | Add +3.5% | 1,063,135 | $9.8M |
| Prescott Group Capital Management, L.L.C. | 0.75% | Add +186.5% | 881,799 | $8.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +190.3% | 508,899 | $4.7M |
| Geode Capital Management, LLC | 0.00% | Add +3.0% | 446,571 | $4.1M |
| 683 Capital Management, LLC | 0.28% | No change | 350,000 | $3.2M |
| State Street Corp. | 0.00% | Add +35.6% | 313,425 | $2.9M |
| Centaurus Financial, Inc. | 0.09% | Reduce -26.7% | 217,126 | $2.0M |
| DCF Advisers, LLC | 0.65% | Reduce -6.3% | 214,943 | $2.0M |
| Caption Management, LLC | 0.08% | Add +127.2% | 185,906 | $1.7M |
| Millennium Management | 0.00% | Reduce -31.3% | 171,693 | $1.6M |
| Bank of America Corp. | 0.00% | Reduce -33.9% | 162,067 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -7.4% | 145,967 | $1.3M |
| Northern Trust Corp. | 0.00% | Reduce -5.6% | 124,762 | $1.1M |
| UBS Group AG | 0.00% | Reduce -40.5% | 79,610 | $732K |
| Invesco Ltd. | 0.00% | Add +15.1% | 64,070 | $589K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 54,205 | $498K |
| Citadel Advisors | 0.00% | Add +221.1% | 52,308 | $481K |
| Dimensional Fund Advisors LP | 0.00% | Add +1.0% | 51,865 | $477K |
| D. E. Shaw & Co. | 0.00% | Add +148.7% | 49,085 | $451K |
| Barclays PLC | 0.00% | Add +112.7% | 48,293 | $444K |
| American Century Companies Inc. | 0.00% | Add +6.0% | 42,725 | $393K |
| Bridgeway Capital Management, LLC | 0.01% | No change | 39,000 | $358K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.8% | 38,858 | $357K |
| XTX Topco Ltd | 0.01% | New | 32,410 | $298K |
| Verition Fund Management LLC | 0.00% | Add +13.3% | 30,215 | $278K |
| Voleon Capital Management LP | 0.01% | Reduce -6.5% | 26,316 | $242K |
| Cetera Investment Advisers | 0.00% | Reduce -21.9% | 24,981 | $230K |
| Susquehanna International Group, LLP | 0.00% | New | 23,225 | $213K |
| Rhumbline Advisers | 0.00% | Reduce -10.4% | 19,741 | $181K |
| Nuveen, LLC | 0.00% | No change | 19,431 | $179K |
| Wells Fargo & Company | 0.00% | Add +46.2% | 18,065 | $166K |
| Renaissance Technologies | 0.00% | Reduce -78.5% | 16,300 | $150K |
| Axq Capital, LP | 0.03% | New | 15,684 | $144K |
| State of Wyoming | 0.01% | New | 14,579 | $134K |
| Group One Trading LLC | 0.00% | Reduce -29.5% | 13,480 | $124K |
| Deutsche Bank AG | 0.00% | Add +7.9% | 11,950 | $110K |
| Caitong International Asset Management Co., Ltd | 0.02% | Add +557.7% | 9,313 | $86K |
| Simplex Trading, LLC | 0.00% | Add +1790.1% | 9,186 | $84K |
| New York State Common Retirement Fund | 0.00% | No change | 8,500 | $78K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.9% | 7,703 | $71K |
| JPMorgan Chase & Co. | 0.00% | Reduce -92.8% | 6,441 | $59K |
| Citigroup Inc. | 0.00% | Add +3117.7% | 6,017 | $55K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 5,590 | $51K |
| AlphaQuest LLC | 0.00% | No change | 4,858 | $45K |
| Royal Bank of Canada | 0.00% | Add +261.1% | 3,972 | $36K |
| FMR LLC | 0.00% | Add +2021.7% | 2,249 | $21K |
| DV Equities, LLC | 0.00% | — | 1,851 | $17K |
| State of Alaska, Department of Revenue | 0.00% | No change | 1,853 | $17K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,528 | $14K |
| Legal & General Group Plc | 0.00% | No change | 1,360 | $12K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +9.3% | 1,343 | $12K |
| Russell Investments Group, Ltd. | 0.00% | Add +1.9% | 1,263 | $12K |
| California State Teachers Retirement System | 0.00% | Add +6.4% | 992 | $9K |
| Sterling Capital Management LLC | 0.00% | Reduce -16.5% | 929 | $9K |
| Amalgamated Bank | 0.00% | Reduce -1.0% | 506 | $5K |
| Blue Trust, Inc. | 0.00% | No change | 333 | $3K |
| US Bancorp \de | 0.00% | New | 161 | $1K |
| Quadrant Capital Group LLC | 0.00% | Reduce -61.4% | 108 | $993 |
| Jones Financial Companies LLLP | 0.00% | No change | 101 | $928 |
| Osaic Holdings, Inc. | 0.00% | Reduce -87.3% | 60 | $550 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 50 | $460 |
| PNC Financial Services Group, Inc. | 0.00% | No change | 43 | $395 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 37 | $340 |
| Fifth Third Bancorp | 0.00% | No change | 28 | $257 |
| Atlantic Union Bankshares Corp | 0.00% | No change | 25 | $230 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 20 | $184 |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 20 | $184 |
| Investors Research Corp | 0.00% | No change | 15 | $138 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 13 | $119 |
| Arax Advisory Partners | 0.00% | No change | 10 | $92 |
| Essential Partners LLC | 0.00% | No change | 5 | $46 |
| Byrne Asset Management LLC | 0.00% | New | 4 | $37 |
| Golden State Wealth Management, LLC | 0.00% | No change | 3 | $28 |
| IFP Advisors, Inc | 0.00% | Reduce -33.3% | 2 | $18 |
| UMB Bank, n.a. | 0.00% | No change | 1 | $9 |
| Flagship Harbor Advisors, LLC | 0.00% | New | 1 | $9 |
| Cwm, LLC | 0.00% | Reduce -9.1% | 40 | $0 |
"% of holder's portfolio" is BNED's weight in each manager's 13F, not the share of Barnes & Noble Education Inc. the manager owns.