Biglari Ownership | Who Owns Biglari?
Biglari Ownership Summary
Biglari is owned by 4.57% institutional investors, 0.43% insiders, and 94.99% retail investors. Biglari capital is the largest institutional shareholder, holding 61.28% of BH shares. MUAM MUFJ Foreign Equity Active MF is the top mutual fund, with 1.26% of its assets in Biglari shares.
BH Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Biglari | 4.57% | 0.43% | 94.99% |
| Sector | Consumer Cyclical Stocks | 60.16% | 14.23% | 25.61% |
| Industry | Restaurants Stocks | 71.15% | 11.83% | 17.02% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Biglari capital | 1.39M | 61.28% | $407.47M |
| Dimensional fund advisors lp | 91.47K | 6.54% | $23.26M |
| Blackrock | 53.42K | 3.77% | $10.33M |
| Vanguard group | 37.46K | 2.68% | $9.53M |
| Blackrock funding, inc. /de | 51.91K | 1.67% | $15.17M |
| Nuveen asset management | 16.82K | 1.20% | $4.28M |
| Jpmorgan chase | 16.14K | 1.15% | $4.10M |
| Geode capital management | 15.68K | 1.12% | $3.99M |
| State street | 13.01K | 0.93% | $3.31M |
| Bridgeway capital management | 16.28K | 0.72% | $4.76M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Biglari capital | 1.39M | 47.10% | $407.47M |
| Bridgeway capital management | 16.28K | 0.11% | $4.76M |
| Axq capital, lp | 852.00 | 0.08% | $248.96K |
| Gsa capital partners llp | 2.77K | 0.06% | $809.00K |
| Empowered funds | 10.08K | 0.03% | $2.94M |
| Occudo quantitative strategies lp | 946.00 | 0.03% | $276.43K |
| Ritholtz wealth management | 3.66K | 0.02% | $1.18M |
| Martingale asset management l p | 2.95K | 0.02% | $862.60K |
| Quest partners | 519.00 | 0.01% | $151.66K |
| Connor, clark & lunn investment management | 12.63K | 0.01% | $3.69B |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jpmorgan chase | 16.14K | 0.00% | 15.29K |
| Pacer advisors | 6.47K | 0.01% | 6.47K |
| Renaissance | 5.52K | 0.00% | 3.04K |
| Jump financial | 2.98K | 0.01% | 2.98K |
| Goldman sachs group | 3.65K | 0.00% | 1.66K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Invesco | - | - | -15.80K |
| Acuitas investments | - | - | -14.38K |
| Vanguard group | 37.46K | 0.00% | -3.65K |
| Blackrock funding, inc. /de | 51.91K | 0.00% | -2.75K |
| Allspring global investments | - | - | -2.50K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Pacer advisors | 6.47K | 0.01% | 6.47K | $2.09M |
| Jump financial | 2.98K | 0.01% | 2.98K | $871.66K |
| Trexquant investment lp | 1.48K | 0.00% | 1.48K | $433.64K |
| Brevan howard capital management lp | 1.40K | 0.00% | 1.40K | $408.51K |
| American century companies | 1.16K | 0.00% | 1.16K | $338.96K |
Sold Out
| Holder | Change |
|---|---|
| Ubs asset management americas | -2.00 |
| Capital performance advisors llp | -3.00 |
| Farther finance advisors | -4.00 |
| Financial synergies wealth advisors | -5.00 |
| Pnc financial services group | -8.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 40 | -46.67% | 104,029 | -94.21% | 4 | 0.07% | 23 | -37.84% | 6 | -68.42% |
| Mar 31, 2025 | 3 | -95.95% | 5,466 | -99.69% | - | 0.00% | 2 | -94.74% | - | -100.00% |
| Dec 31, 2024 | 74 | 7.25% | 1,784,822 | 4.79% | 127 | 0.86% | 38 | 26.67% | 14 | - |
| Sep 30, 2024 | 69 | -2.82% | 1,703,264 | 0.21% | 121 | 0.85% | 31 | -11.43% | 14 | 27.27% |
| Jun 30, 2024 | 71 | 4.41% | 1,699,693 | 0.53% | 119 | 0.84% | 35 | 40.00% | 11 | -50.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| MUAM MUFJ Foreign Equity Active MF | 39.04K | 1.26% | 39.04K |
| Vanguard Total Stock Mkt Idx Inv | 21.64K | 0.70% | -475.00 |
| Vanguard US Total Market Shares ETF | 18.32K | 0.59% | - |
| iShares Russell 2000 ETF | 16.75K | 0.54% | - |
| DFA US Targeted Value I | 15.48K | 0.50% | - |
| DFA US Small Cap Value I | 13.65K | 0.44% | 1.79K |
| VT Holland Advisors Equity I GBP Acc | 12.00K | 0.39% | - |
| Dimensional US Targeted Value ETF | 11.91K | 0.38% | - |
| Nuveen Quant Small Cap Equity R6 | 11.62K | 0.37% | - |
| DFA US Small Cap I | 11.30K | 0.36% | -98.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 17, 2024 | BIGLARI, SARDAR | Chairman and CEO | Buy | $852.73K |
| Dec 17, 2024 | BIGLARI, SARDAR | Chairman and CEO | Buy | $646.08K |
| Dec 12, 2024 | BIGLARI, SARDAR | Chairman and CEO | Buy | $55.96K |
| Dec 16, 2024 | BIGLARI, SARDAR | Chairman and CEO | Buy | $164.59K |
| Dec 13, 2024 | BIGLARI, SARDAR | Chairman and CEO | Buy | $30.08K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 34 | - |
| 2024 Q1 | 16 | - |
| 2023 Q4 | 10 | - |
| 2023 Q3 | 3 | - |
| 2022 Q4 | - | - |
BH Ownership FAQ
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