BIGLARI HLDGS INC (BHA)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

Reporting holders

$456.6M

Reported value

0.0%

Held as options

+15

Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

Filer	Value	Shares	Their book	Held	Change
BIGLARI CAPITAL CORP.	$325.1M	154,474	27.21%	31q	HELD
GAMCO INVESTORS, INC. ET AL	$23.2M	11,038	0.21%	31q	-1.7%-$402.0K
RENAISSANCE TECHNOLOGIES LLC	$12.8M	6,065	0.02%	14q	+5.3%+$641.9K
DIMENSIONAL FUND ADVISORS LP	$12.1M	5,753	0.00%	31q	-0.7%-$84.2K
BlackRock, Inc.	$11.4M	5,414	0.00%	8q	+101.3%+$5.7M
JANE STREET GROUP, LLC	$10.6M	5,048	0.00%	new	NEW
FIRST TRUST ADVISORS LP	$9.4M	4,481	0.01%	new	NEW
UBS Group AG	$6.9M	3,296	0.00%	12q	+445.7%+$5.7M
CHECK CAPITAL MANAGEMENT INC/CA	$6.6M	3,124	0.06%	31q	+98.0%+$3.3M
VICTORY CAPITAL MANAGEMENT INC	$5.8M	2,745	0.00%	2q	+38.8%+$1.6M
VANGUARD CAPITAL MANAGEMENT LLC	$5.1M	2,437	0.00%	2q	+14.6%+$652.5K
MARSHALL WACE, LLP	$4.7M	2,236	0.00%	4q	-5.2%-$256.8K
GEODE CAPITAL MANAGEMENT, LLC	$4.0M	1,889	0.00%	31q	+77.9%+$1.7M
GABELLI FUNDS LLC	$3.3M	1,560	0.02%	31q	HELD
DARK FOREST CAPITAL MANAGEMENT LP	$2.2M	1,067	0.14%	new	NEW
XTX Topco Ltd	$2.0M	969	0.03%	2q	+3.6%+$71.6K
STATE STREET CORP	$1.8M	875	0.00%	14q	+56.2%+$663.0K
NORTHERN TRUST CORP	$938.7K	446	0.00%	3q	+216.3%+$641.9K
STRS OHIO	$841.9K	400	0.00%	new	NEW
Balyasny Asset Management L.P.	$831.3K	395	0.00%	3q	-54.0%-$974.5K
VANGUARD FIDUCIARY TRUST CO	$785.0K	373	0.00%	2q	+23.5%+$149.4K
VANGUARD PORTFOLIO MANAGEMENT LLC	$761.9K	362	0.00%	new	NEW
Bank of New York Mellon Corp	$482.0K	229	0.00%	new	NEW
GOLDMAN SACHS GROUP INC	$469.3K	223	0.00%	7q	-31.8%-$218.9K
MORGAN STANLEY	$431.5K	205	0.00%	33q	-8.1%-$37.9K
Nuveen, LLC	$406.2K	193	0.00%	new	NEW
Brevan Howard Capital Management LP	$357.8K	170	0.00%	new	NEW
EntryPoint Capital, LLC	$349.4K	166	0.08%	new	NEW
ALLIANCEBERNSTEIN L.P.	$348.5K	200	0.00%	new	NEW
Blueshift Asset Management, LLC	$263.1K	125	0.06%	new	NEW
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$256.8K	122	0.00%	new	NEW
SEI INVESTMENTS CO	$242.0K	115	0.00%	new	NEW
Shay Capital LLC	$227.3K	108	0.01%	new	NEW
NEW YORK STATE COMMON RETIREMENT FUND	$210.5K	100	0.00%	new	NEW
FMR LLC	$199.3K	95	0.00%	4q	+2.2%+$4.2K
Quantbot Technologies LP	$172.6K	82	0.01%	4q	-68.8%-$380.9K
RHUMBLINE ADVISERS	$157.8K	75	0.00%	new	NEW
Vanguard Global Advisers, LLC	$136.8K	65	0.00%	2q	HELD
DEUTSCHE BANK AG\	$113.7K	54	0.00%	new	NEW
WELLS FARGO & COMPANY/MN	$94.7K	45	0.00%	new	NEW
CITIGROUP INC	$67.3K	32	0.00%	5q	+700.0%+$58.9K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$54.7K	26	0.00%	new	NEW
Police & Firemen's Retirement System of New Jersey	$52.6K	25	0.00%	new	NEW
JPMORGAN CHASE & CO	$49.6K	23	0.00%	new	NEW
BARCLAYS PLC	$33.7K	16	0.00%	new	NEW
BNP PARIBAS FINANCIAL MARKETS	$33.7K	16	0.00%	new	NEW
FIFTH THIRD BANCORP	$14.7K	7	0.00%	2q	HELD
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$12.6K	6	0.00%	2q	HELD
ROYAL BANK OF CANADA	$12.0K	6	0.00%	25q	+50.0%+$4.0K
Ameritas Investment Partners, Inc.	$10.5K	5	0.00%	new	NEW
Russell Investments Group, Ltd.	$8.4K	4	0.00%	new	NEW
Legal & General Group Plc	$6.3K	3	0.00%	new	NEW
Integrated Wealth Concepts LLC	$4.2K	2	0.00%	new	NEW
Sterling Capital Management LLC	$4.2K	2	0.00%	8q	+100.0%+$2.1K
North Star Investment Management Corp.	$4.2K	2	0.00%	28q	HELD
Tower Research Capital LLC (TRC)	$4.2K	2	0.00%	2q	-94.7%-$75.8K
Global Retirement Partners, LLC	$2.1K	1	0.00%	new	NEW
Virtu Financial LLC	$215	103	0.01%	new	NEW
Covestor Ltd	$4	2	0.00%	new	NEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

Quarter	Holders	Value	Shares	New	Added	Trimmed	Options
Q2 2026	57	$456.6M	216,997	28	15	8	0.0%
Q1 2026	42	$352.4M	202,225	11	16	5	0.0%
Q4 2025	35	$336.5M	193,382	6	15	8	0.0%
Q3 2025	39	$296.2M	191,722	17	11	4	0.0%
Q2 2025	26	$255.8M	182,668	5	5	7	0.0%
Q1 2025	22	$200.7M	182,440	1	7	2	0.0%
Q4 2024	24	$232.2M	182,093	2	2	5	0.0%
Q3 2024	23	$146.5M	176,031	4	1	4	0.0%
Q2 2024	22	$160.8M	176,196	2	4	4	0.0%
Q1 2024	19	$169.8M	175,686	1	5	5	0.0%
Q4 2023	17	$139.1M	175,226	2	5	2	0.0%
Q3 2023	17	$146.1M	174,819	2	1	6	0.0%
Q2 2023	18	$166.5M	175,249	2	1	6	0.0%
Q1 2023	17	$145.5M	174,746	3	4	2	0.0%
Q4 2022	13	$116.1M	168,894	0	0	2	0.0%
Q3 2022	20	$108.4M	177,220	1	1	7	0.0%
Q2 2022	19	$104.2M	177,337	0	4	6	0.0%
Q1 2022	28	$131.9M	181,543	4	4	8	0.0%
Q4 2021	25	$125.8M	181,034	1	4	7	0.0%
Q3 2021	26	$150.6M	183,641	1	4	9	0.0%
Q2 2021	33	$143.6M	184,301	2	7	17	0.0%
Q1 2021	41	$126.6M	187,376	1	13	10	0.0%
Q4 2020	41	$110.6M	189,014	7	10	12	0.0%
Q3 2020	34	$91.3M	187,232	0	11	14	0.0%
Q2 2020	36	$61.6M	183,931	11	14	5	0.0%
Q1 2020	28	$54.8M	184,343	2	6	9	0.0%
Q4 2019	29	$111.2M	185,367	1	5	14	0.0%
Q3 2019	33	$100.8M	179,590	2	3	16	0.0%
Q2 2019	36	$96.6M	182,113	3	13	9	0.0%
Q1 2019	50	$134.7M	183,188	2	14	15	0.0%
Q4 2018	50	$108.0M	183,774	0	0	2	0.0%