BBBY

Bed Bath & Beyond Inc Cross-source read
Consumer DiscretionaryCUSIP 690370101

Among active 13F managers last quarter, 11 opened and 24 added, while 11 reduced; the largest holder to move was Marshall Wace, LLP (+470%). Over the last 180 days, 3 insiders bought and 1 insider sold, a net +$343K in open-market trades.

Tracked 13F holders
183
85 in Q2 2026 filings
13F value (tracked)
$245.8M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
35 adding · 11 trimming
Insiders · Form 4 open-market, 180d
3 buying · 1 selling · +$343K
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Who owns BBBY?

183 tracked 13F filers · ranked by shares held

183 tracked 13F filers disclose a position in BBBY as of the latest SEC 13F filings, a combined $245.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Tidal Investments LLC7.3M
$42.3M
+21%
Added · +1.3M sh
Q2 2026
2BlackRock, Inc.5.7M
$33.2M
+17%
Added · +833K sh
Q2 2026
3Vanguard Capital Management LLC3.1M
$18.1M
+2.7%
Added · +83K sh
Q2 2026
4Morgan Stanley2.6M
$12.3M
+8.5%
Added · +206K sh
Q1 2026
5Marshall Wace, LLP2.6M
$12.1M
+470%
Added · +2.1M sh
Q1 2026
6Geode Capital Management, LLC1.9M
$11.0M
+17%
Added · +282K sh
Q2 2026
7Goldman Sachs Group Inc1.7M
$7.7M
+17%
Added · +239K sh
Q1 2026
8State Street Corp1.5M
$8.6M
+15%
Added · +193K sh
Q2 2026
9Vanguard Portfolio Management LLC1.3M
$7.3M
−22%
Reduced · −359K sh
Q2 2026
10Lee Danner & Bass Inc1.1M
$6.2M
Held
Q2 2026
11Renaissance Technologies LLC1.0M
$4.8M
+95%
Added · +508K sh
Q1 2026
12Federated Hermes, Inc.983K
$4.6M
+13%
Added · +117K sh
Q1 2026
13Dimensional Fund Advisors LP906K
$4.2M
+49%
Added · +299K sh
Q1 2026
14UBS Group AG839K
$3.9M
+36%
Added · +221K sh
Q1 2026
15Jacobs Levy Equity Management, Inc822K
$4.8M
+597%
Added · +704K sh
Q2 2026
16Shay Capital LLC652K
$3.8M
+2.1%
Added · +14K sh
Q2 2026
17Gendell Jeffrey L620K
$3.6M
New
+620K sh
Q2 2026
18Connor, Clark & Lunn Investment Management Ltd.612K
$3.5M
+25%
Added · +124K sh
Q2 2026
19Charles Schwab Investment Management Inc558K
$2.6M
−2.4%
Reduced · −14K sh
Q1 2026
20Northern Trust Corp530K
$2.5M
+5.1%
Added · +26K sh
Q1 2026
21ProShare Advisors LLC510K
$2.4M
−15%
Reduced · −92K sh
Q1 2026
22Vanguard Fiduciary Trust Co490K
$2.8M
+12%
Added · +54K sh
Q2 2026
23Refined Wealth Management421K
$2.4M
−0.3%
Reduced · −1K sh
Q2 2026
24Bank Of America Corp416K
$1.9M
+100%
Added · +208K sh
Q1 2026
25Susquehanna International Group, LLP415K
$1.9M
+16%
Added · +56K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.

Is BBBY being bought or sold by institutions?

Last quarter, 11 funds opened a new position in BBBY and 24 added to an existing one, while 11 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
11
funds took a first position
Added
24
added to an existing position
Reduced
11
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own BBBY also own

CompanyCo-held byTheir position there
Amazon.com IncAMZN90 funds$87.7B
Nvidia CorpNVDA89 funds$196.7B
Microsoft CorpMSFT89 funds$114.5B
Apple IncAAPL86 funds$141.9B
Meta Platforms Inc-Class AMETA86 funds$50.5B
Broadcom IncAVGO84 funds$79.8B
Alphabet Inc-CL AGOOGL83 funds$80.2B
Advanced Micro DevicesAMD82 funds$32.8B
JPMorgan Chase & CoJPM81 funds$28.3B
Berkshire Hathaway Inc-CL BBRK/B81 funds$19.6B
Costco Wholesale CorpCOST81 funds$16.1B
Chevron CorpCVX81 funds$12.7B

Ranked by how many of BBBY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BBBY.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$407K
3 insiders
Sells · 180d
$63K
1 insider
Net · 180d
$343K
5 open-market transactions
DateInsiderRoleActionSharesValue
Aug 12, 2026Lemonis MarcusEXECUTIVE CHAIRMAN & CEO, DirectorBuy (P)23K$99K
Aug 6, 2026Shapiro Robert JacobDirectorBuy (P)3K$14K
Aug 6, 2026Tabacco Joseph J JrDirectorBuy (P)20K$91K
Aug 5, 2026Lemonis MarcusEXECUTIVE CHAIRMAN & CEO, DirectorBuy (P)43K$203K
Jun 4, 2026Burkey Joanna M.DirectorSell (S)10K$63K
Mar 10, 2026Tabacco Joseph J JrDirectorBuy (P)20K$102K
Jul 21, 2025Lee AdriannePresident & CFOSell (S)2K$22K
Mar 13, 2025Lemonis MarcusEXECUTIVE CHAIRMAN OF BOARD, DirectorBuy (P)19K$97K
Oct 28, 2024Lemonis MarcusEXECUTIVE CHAIRMAN OF BOARD, DirectorBuy (P)71K$500K
Oct 27, 2024Lemonis MarcusEXECUTIVE CHAIRMAN OF BOARD, DirectorBuy (P)157K$1000K
Aug 14, 2024Nettles William Benjamin JRDirectorSell (S)10K$97K
Aug 14, 2024Lemonis MarcusEXECUTIVE CHAIRMAN OF BOARD, DirectorBuy (P)11K$100K

Do institutions, insiders and Congress agree?

Confluence: insiders and funds buying

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
5324
Insiders
Form 4 open-market
31+$343K
US House
STOCK Act trades
00$0
Sector rotation
BBBY is in Consumer Discretionary, which smart money is rotating OUT OF
$12.8B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

85 tracked filers in Q2 2026 filingsstill filing
085170Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $90.4M · 2 values withheld
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
BBBYthis pageStock183 funds$248.7M
690370951Put1 funds$1.8M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 most recent

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Connected entities for BBBY

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Ask your agent what changed in BBBY

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BBBY/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BBBY.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + the live filing stream, joined for BBBY. Filings are public domain, sourced to SEC EDGAR.