Among active 13F managers last quarter, 11 opened and 21 added, while 26 reduced; the largest holder to move was Catterton Management Company, L.L.C. (−13%). Over the last 180 days, 2 insiders sold and none bought, a net -$1.1B in open-market trades.
The legs disagree, or only one of them leans.
218 tracked 13F filers disclose a position in BIRK as of the latest SEC 13F filings, a combined $5.2B 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Catterton Management Company, L.L.C. | 99.4M | $3.6B | ▼−13% Reduced · −15.3M sh | Q1 2026 | |
| 2 | T. Rowe Price Investment Management, Inc. | 9.3M | Withheld | ▼−21% Reduced · −2.5M sh | Q2 2026 | |
| 3 | Dimensional Fund Advisors LP | 4.0M | $145.1M | ▲+31% Added · +956K sh | Q1 2026 | |
| 4 | Massachusetts Financial Services Co | 3.2M | $114.0M | ▲+216% Added · +2.2M sh | Q1 2026 | |
| 5 | William Blair Investment Management, LLC | 2.9M | $123.3M | ▲+11% Added · +290K sh | Q2 2026 | |
| 6 | FMR LLC | 2.8M | $119.9M | ▼−45% Reduced · −2.3M sh | Q2 2026 | |
| 7 | Morgan Stanley | 2.5M | $89.7M | ▼−10% Reduced · −293K sh | Q1 2026 | |
| 8 | UBS Group AG | 2.3M | $82.5M | ▲+149% Added · +1.4M sh | Q1 2026 | |
| 9 | Westfield Capital Management Co LP | 2.0M | $84.6M | ▼−16% Reduced · −372K sh | Q2 2026 | |
| 10 | Swedbank AB | 1.6M | $57.3M | ▲+6.7% Added · +100K sh | Q1 2026 | |
| 11 | American Century Companies Inc | 1.6M | $56.0M | ▲+48% Added · +503K sh | Q1 2026 | |
| 12 | Canada Pension Plan Investment Board | 1.5M | $54.2M | ▲+13% Added · +169K sh | Q1 2026 | |
| 13 | Federated Hermes, Inc. | 1.1M | $39.9M | ▼−19% Reduced · −255K sh | Q1 2026 | |
| 14 | Lunate Capital Ltd | 1.0M | $43.5M | ▲New +1.0M sh | Q2 2026 | |
| 15 | Anomaly Capital Management, LP | 936K | $40.3M | ▼−34% Reduced · −479K sh | Q2 2026 | |
| 16 | Goldman Sachs Group Inc | 887K | $31.8M | ▲+32% Added · +213K sh | Q1 2026 | |
| 17 | BlackRock, Inc. | 879K | $37.8M | ▼−15% Reduced · −153K sh | Q2 2026 | |
| 18 | Artisan Partners Limited Partnership | 857K | $30.7M | ▼−2.5% Reduced · −22K sh | Q1 2026 | |
| 19 | Norges Bank | 851K | $34.8M | ▼−33% Reduced · −411K sh | Q4 2025 | |
| 20 | Bank Of America Corp | 765K | $27.4M | ▼−47% Reduced · −666K sh | Q1 2026 | |
| 21 | Balyasny Asset Management L.P. | 723K | $25.9M | ▲+38% Added · +198K sh | Q1 2026 | |
| 22 | Healthcare Of Ontario Pension Plan Trust Fund | 700K | $25.1M | ▼−36% Reduced · −400K sh | Q1 2026 | |
| 23 | Price T Rowe Associates Inc | 697K | $30.0M | ▼−65% Reduced · −1.3M sh | Q2 2026 | |
| 24 | TD Asset Management Inc | 696K | $24.9M | ▼−3.4% Reduced · −25K sh | Q1 2026 | |
| 25 | BNP Paribas Financial Markets | 660K | $23.7M | ▲+99% Added · +329K 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.
Last quarter, 11 funds opened a new position in BIRK and 21 added to an existing one, while 26 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 112 funds | $183.6B |
| Nvidia CorpNVDA | 111 funds | $287.1B |
| Amazon.com IncAMZN | 111 funds | $140.0B |
| Apple IncAAPL | 109 funds | $207.2B |
| Alphabet Inc-CL AGOOGL | 108 funds | $132.0B |
| Eli Lilly & CoLLY | 108 funds | $65.3B |
| Visa Inc-Class A SharesV | 108 funds | $43.6B |
| Advanced Micro DevicesAMD | 108 funds | $40.7B |
| Micron Technology IncMU | 107 funds | $41.6B |
| Meta Platforms Inc-Class AMETA | 106 funds | $79.6B |
| JPMorgan Chase & CoJPM | 105 funds | $44.3B |
| Lam Research CorpLRCX | 104 funds | $30.8B |
Ranked by how many of BIRK's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BIRK.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 17, 2026 | Chu James Michael | Director | Sell (S) | 28.1M | $1.1B |
| Jun 8, 2026 | Bouyakhf Mehdi Nico | President EMEA | Sell (S) | 30K | $1.3M |
| Jun 5, 2026 | Bouyakhf Mehdi Nico | President EMEA | Sell (S) | 60K | $2.5M |
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.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 34 | 49 | – |
Insiders Form 4 open-market | 0 | 2 | -$1.1B |
US House STOCK Act trades | 0 | 0 | $0 |
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.
Connected entities for BIRK
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BIRK/capital-change-brief"
Use Arkolith's capital_change_brief for BIRK. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BIRK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.