Biglari Holdings Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BIGLARI CAPITAL CORP. | 11/14/2024 | 1.35 M | $232.05 M | 0.00% | 96.39% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 90,896 | $15.63 M | 1.22% | 6.49% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 55,098 | $9.48 M | 100.00% | 3.94% |
| VANGUARD GROUP INC | 11/13/2024 | 41,116 | $7.07 M | 5.52% | 2.94% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 16,657 | $2.87 M | 0.21% | 1.19% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 16,039 | $2.76 M | -0.52% | 1.15% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 15,318 | $2.63 M | 2.70% | 1.09% |
| ACUITAS INVESTMENTS, LLC | 11/07/2024 | 14,384 | $2.47 M | 14.74% | 1.03% |
| STATE STREET CORP | 11/14/2024 | 12,819 | $2.20 M | 0.50% | 0.92% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/08/2024 | 11,789 | $2.03 M | 0.03% | 0.84% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 9,118 | $1.57 M | 4.61% | 0.65% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 7,652 | $1.32 M | 0.00% | 0.55% |
| MORGAN STANLEY | 11/14/2024 | 5,810 | $999,501 | 23.51% | 0.42% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 11/04/2024 | 4,418 | $759,940 | 2.03% | 0.32% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 3,358 | $577,610 | -15.01% | 0.24% |
| MARTINGALE ASSET MANAGEMENT L P | 11/14/2024 | 3,284 | $564,881 | 0.00% | 0.23% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 2,476 | $425,897 | 3.77% | 0.18% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/12/2024 | 2,453 | $417,157 | -22.13% | 0.18% |
| GSA CAPITAL PARTNERS LLP | 11/05/2024 | 2,439 | $420,000 | -3.06% | 0.17% |
| RATHBONES GROUP PLC | 11/13/2024 | 2,300 | $395,623 | 0.00% | 0.16% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 2,203 | $378,938 | 0.00% | 0.16% |
| MARQUETTE ASSET MANAGEMENT, LLC | 10/08/2024 | 2,116 | $363,974 | -8.95% | 0.15% |
| ASSENAGON ASSET MANAGEMENT S.A. | 10/23/2024 | 1,994 | $342,988 | -0.35% | 0.14% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 1,988 | $341,956 | 100.00% | 0.14% |
| BARCLAYS PLC | 11/19/2024 | 1,974 | $340,000 | 78.64% | 0.14% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 1,741 | $299,470 | 10.89% | 0.12% |
| STRS OHIO | 11/01/2024 | 1,700 | $292,417 | -34.62% | 0.12% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/14/2024 | 1,451 | $249,587 | 0.00% | 0.10% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 1,400 | $240,814 | 100.00% | 0.10% |
| CITADEL ADVISORS LLC | 11/14/2024 | 1,380 | $237,374 | 100.00% | 0.10% |
| RITHOLTZ WEALTH MANAGEMENT | 10/10/2024 | 1,200 | $206,412 | -21.67% | 0.09% |
| ROYAL BANK OF CANADA | 11/14/2024 | 1,169 | $201,000 | -19.27% | 0.08% |
| RHUMBLINE ADVISERS | 11/12/2024 | 1,035 | $178,024 | -5.31% | 0.07% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 890 | $153,088 | 0.00% | 0.06% |
| JPMORGAN CHASE & CO | 11/08/2024 | 845 | $145,348 | 48.77% | 0.06% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 686 | $118,000 | 0.00% | 0.05% |
| UBS GROUP AG | 11/14/2024 | 453 | $77,920 | 35.63% | 0.03% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 11/14/2024 | 398 | $68,000 | 0.00% | 0.03% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 394 | $67,772 | 13.54% | 0.03% |
| COREBRIDGE FINANCIAL, INC. | 11/13/2024 | 389 | $66,912 | -0.51% | 0.03% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 333 | $57,279 | 4.06% | 0.02% |
| AMERITAS INVESTMENT PARTNERS, INC. | 11/13/2024 | 80 | $13,761 | 0.00% | 0.01% |
| HOEY INVESTMENTS, INC | 10/28/2024 | 72 | $13,924 | 0.00% | 0.01% |
| COMERICA BANK | 11/14/2024 | 70 | $12,041 | 0.00% | 0.01% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 11/13/2024 | 67 | $11,525 | 0.00% | 0.00% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 65 | $11,181 | 0.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 64 | $11,009 | -42.86% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 62 | $10,664 | 342.86% | 0.00% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11/14/2024 | 53 | $9,117 | 0.00% | 0.00% |
| LARSON FINANCIAL GROUP LLC | 11/12/2024 | 50 | $8,601 | 0.00% | 0.00% |
Biglari Holdings Inc.institutional Ownership - FAQ's
During the previous two years, 86 institutional investors and hedge funds held shares of Biglari Holdings Inc.. The most heavily invested institutionals were:
BIGLARI CAPITAL CORP.: 1.35 M
DIMENSIONAL FUND ADVISORS LP: 90,896
BlackRock Funding, Inc. /DE: 55,098
VANGUARD GROUP INC: 41,116
Nuveen Asset Management, LLC: 16,657
GEODE CAPITAL MANAGEMENT, LLC: 16,039
121.70% of Biglari Holdings Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.81 M shares in the last 24 months. This purchase volume represents approximately $459.13 M in transactions.