BNED Barnes & Noble Education, Inc.: institutional ownership and insider trading
113 funds reported holding $348M of Barnes & Noble Education, Inc. in their latest 13F filings; in Q2 2026 funds net bought $25.0M, with 30 new positions and 9 funds selling out; over the last 12 months insiders bought $0 and sold $1.39M on the open market; over its last four quarters it reported revenue of $1.72B and net income of $22.2M.
BNED revenue and earnings
- Quarter ended Aug 1, 2026: revenue $291M, net income −$12.9M, EPS -0.37
- Quarter ended May 2, 2026: revenue $267M, net income $3.48M, EPS 0.12
- Quarter ended Jan 31, 2026: revenue $515M, net income $6.66M, EPS 0.19
- Quarter ended Nov 1, 2025: revenue $644M, net income $25.0M, EPS 0.72
Famous investors holding BNED
- D. E. Shaw (D. E. Shaw & Co.): $2.11M, 0.0% of the portfolio
- Izzy Englander (Millennium Management): $1.86M, 0.0% of the portfolio
- Ken Griffin (Citadel Advisors): $661K, 0.0% of the portfolio
Largest institutional holders of BNED
- IMMERSION CORP (IMMR) — $141M
- Kanen Wealth Management LLC — $42.9M
- Windward Management LP — $20.8M
- BlackRock, Inc. (BLK) — $14.8M
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $13.3M
- PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. — $11.2M
- VANGUARD CAPITAL MANAGEMENT LLC — $10.1M
- VANGUARD GROUP INC — $9.77M
- GEODE CAPITAL MANAGEMENT, LLC — $6.23M
- STATE STREET CORP (STT, STT-PG) — $4.60M
Recent BNED insider trades
- Sep 23, 2026: Luster Gary sold 2,267 shares ($25.4K)
- Sep 22, 2026: Shar Jonathan sold 30,000 shares ($331K)
- Jul 17, 2026: Snagusky Jason sold 5,000 shares ($63.2K)
- Jul 10, 2026: Luster Gary sold 1,066 shares ($12.4K)
5%+ owners
- MARTIN WILLIAM C: 33.1% (Schedule 13D/A, filed Jul 8, 2026)
Who owns the most BNED stock?
The largest institutional holders of Barnes & Noble Education, Inc. in the latest 13F filings are IMMERSION CORP (IMMR) ($141M), Kanen Wealth Management LLC ($42.9M), Windward Management LP ($20.8M).
Are insiders buying or selling BNED?
Over the last 12 months insiders bought $0 and sold $1.39M of Barnes & Noble Education, Inc. stock on the open market (SEC Form 4).
Which famous investors own BNED?
D. E. Shaw, Izzy Englander, Ken Griffin.
What was BNED's revenue last quarter?
Barnes & Noble Education, Inc. reported revenue of $291M for the quarter ended August 1, 2026, with net income of −$12.9M.
Which ETFs hold BNED?
3 ETFs and mutual funds hold it among their top 100 positions, including PHLOX, MGMT, BRSIX.