Barnes & Noble EducationBNED

13F holders, Q1 2026 (March 31)
90holders +8
19new positions
11sold out
5famous investors
$8.83avg. 13F price*

At the end of Q1 2026, 90 institutions reported holding Barnes & Noble Education Inc. (BNED) in their 13F filings, up 8 from Q4 2025. 19 opened new positions and 11 sold out. The largest holders were Immersion Corp. ($99.0M), Kanen Wealth Management LLC ($30.2M) and Windward Management LP ($15.0M). 5 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

050100150 Q2 2024: 26Q2 2024Q3 2024: 43Q3 2024Q4 2024: 74Q4 2024Q1 2025: 71Q1 2025Q2 2025: 88Q2 2025Q3 2025: 87Q3 2025Q4 2025: 82Q4 2025Q1 2026: 90Q1 2026Q2 2026: 110Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions19$2.7M
Exits11$2.8M

All 13F filers, Q4 2025 → Q1 2026: 854,518 shares bought and 522,396 shares sold, net +332,122 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 90 holders

Immersion Corp. 68.40% No change 11,208,746 $99.0M
Kanen Wealth Management LLC 10.87% Add +0.7% 3,423,782 $30.2M
Windward Management LP 16.25% No change 1,700,000 $15.0M
BlackRock, Inc. 0.00% Reduce -0.9% 1,087,626 $9.6M
Morgan Stanley 0.00% Reduce -5.3% 1,045,727 $9.2M
Prescott Group Capital Management, L.L.C. 0.78% No change 881,799 $7.8M
Vanguard Capital Management LLC 0.00% — 864,885 $7.6M
Goldman Sachs Group Inc. 0.00% Add +4.2% 530,371 $4.7M
Geode Capital Management, LLC 0.00% Reduce -2.5% 435,478 $3.8M
683 Capital Management, LLC 0.33% Add +8.6% 380,000 $3.4M
Bank of America Corp. 0.00% Add +119.6% 355,943 $3.1M
State Street Corp. 0.00% Add +1.2% 317,195 $2.8M
BNP Paribas Financial Markets 0.00% Add +55.2% 226,513 $2.0M
DCF Advisers, LLC 0.66% Reduce -8.4% 196,943 $1.7M
Centaurus Financial, Inc. 0.08% Reduce -11.4% 192,301 $1.7M
Vanguard Fiduciary Trust Co. 0.00% — 136,440 $1.2M
Millennium Management 0.00% Reduce -20.7% 136,141 $1.2M
Northern Trust Corp. 0.00% Add +5.9% 132,085 $1.2M
Barclays PLC 0.00% Add +141.9% 116,839 $1.0M
UBS Group AG 0.00% Add +25.4% 99,818 $881K
HRT Financial LP 0.00% New 94,947 $838K
Vanguard Portfolio Management LLC 0.00% — 93,208 $823K
Voleon Capital Management LP 0.02% Add +249.0% 91,842 $811K
Invesco Ltd. 0.00% Add +1.1% 64,784 $572K
Dimensional Fund Advisors LP 0.00% Reduce -1.4% 51,148 $452K
Charles Schwab Investment Management Inc. 0.00% Reduce -11.4% 48,029 $424K
D. E. Shaw & Co. 0.00% Reduce -8.9% 44,701 $395K
American Century Companies Inc. 0.00% Add +2.4% 43,749 $386K
Bank of New York Mellon Corp 0.00% Add +2.0% 39,619 $350K
Bridgeway Capital Management, LLC 0.01% No change 39,000 $344K
Citadel Advisors 0.00% Reduce -27.1% 38,144 $337K
Sig Brokerage, LP 0.09% New 34,605 $306K
Nuveen, LLC 0.00% Add +59.3% 30,946 $273K
Jane Street Group, LLC 0.00% New 22,165 $196K
Engineers Gate Manager LP 0.00% New 21,100 $186K
Vident Advisory, LLC 0.00% New 20,659 $182K
Rhumbline Advisers 0.00% Add +1.8% 20,101 $177K
IMC-Chicago, LLC 0.00% New 19,740 $174K
Cetera Investment Advisers 0.00% Reduce -23.2% 19,179 $169K
ExodusPoint Capital Management, LP 0.00% New 18,081 $160K
JPMorgan Chase & Co. 0.00% Add +181.2% 18,113 $156K
Diametric Capital, LP 0.04% New 15,755 $139K
Renaissance Technologies 0.00% Reduce -5.5% 15,400 $136K
Group One Trading LLC 0.00% Add +12.3% 15,132 $134K
AQR Capital Management 0.00% New 14,144 $125K
Deutsche Bank AG 0.00% No change 11,950 $106K
T. Rowe Price Associates Inc. 0.00% New 11,656 $103K
Sei Investments Co. 0.00% New 11,515 $102K
Prelude Capital Management, LLC 0.01% New 10,630 $94K
Vanguard Global Advisers, LLC 0.00% — 9,927 $88K
New York State Common Retirement Fund 0.00% No change 8,500 $75K
Copeland Capital Management, LLC 0.00% New 8,281 $73K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +2.2% 7,873 $70K
State of Wyoming 0.01% Reduce -47.0% 7,729 $68K
Wells Fargo & Company 0.00% Reduce -66.3% 6,090 $54K
Police & Firemen's Retirement System of New Jersey 0.00% No change 5,590 $49K
Russell Investments Group, Ltd. 0.00% Add +250.0% 4,420 $39K
FMR LLC 0.00% Add +40.6% 3,163 $28K
Simplex Trading, LLC 0.00% Reduce -74.9% 2,307 $20K
State of Alaska, Department of Revenue 0.00% No change 1,853 $16K
Tower Research Capital LLC (TRC) 0.00% Add +32.6% 1,781 $16K
Cwm, LLC 0.00% Add +4297.5% 1,759 $16K
Citigroup Inc. 0.00% Reduce -73.3% 1,605 $14K
Ameritas Investment Partners, Inc. 0.00% No change 1,528 $13K
Legal & General Group Plc 0.00% No change 1,360 $12K
California State Teachers Retirement System 0.00% Reduce -12.1% 872 $8K
Aquatic Capital Management LLC 0.00% New 665 $6K
Sterling Capital Management LLC 0.00% Reduce -42.6% 533 $5K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 400 $4K
GAMMA Investing LLC 0.00% New 360 $3K
Blue Trust, Inc. 0.00% No change 333 $3K
Quadrant Capital Group LLC 0.00% Add +175.0% 297 $3K
Farther Finance Advisors, LLC 0.00% New 264 $2K
Jones Financial Companies LLLP 0.00% No change 101 $881
EverSource Wealth Advisors, LLC 0.00% New 97 $857
Essential Partners LLC 0.00% Add +1640.0% 87 $768
Osaic Holdings, Inc. 0.00% No change 60 $528
PNC Financial Services Group, Inc. 0.00% Add +34.9% 58 $512
Steward Partners Investment Advisory, LLC 0.00% No change 50 $442
Nisa Investment Advisors, LLC 0.00% No change 37 $327
Fifth Third Bancorp 0.00% No change 28 $247
Atlantic Union Bankshares Corp 0.00% No change 25 $221
Federation des caisses Desjardins du Quebec 0.00% No change 20 $177
Investors Research Corp 0.00% No change 15 $132
Transamerica Financial Advisors, LLC 0.00% No change 13 $114
MAI Capital Management 0.00% New 5 $45
Byrne Asset Management LLC 0.00% No change 4 $35
Golden State Wealth Management, LLC 0.00% No change 3 $26
IFP Advisors, Inc 0.00% No change 2 $18
UMB Bank, n.a. 0.00% No change 1 $9

"% of holder's portfolio" is BNED's weight in each manager's 13F, not the share of Barnes & Noble Education Inc. the manager owns.