IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Biglari Holdings Inc (BH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
DECREASED
Shares89,292 from 106,257
Change-16,965 (-16%)
Value$30.7M (-$14.6M)
Filed 2026-11-04
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares3,819 from 4,055
Change-236 (-6%)
Value$1.3M (-$414.4K)
Filed 2026-10-16
Strs Ohio
INCREASED
Shares2,600 from 2,000
Change+600 (+30%)
Value$894.0K (+$42.0K)
Filed 2026-10-30
Bank of New York Mellon Corp
DECREASED
Shares1,744 from 1,983
Change-239 (-12%)
Value$599.6K (-$245.1K)
Filed 2026-11-05
Ritholtz Wealth Management
DECREASED
Shares1,588 from 1,672
Change-84 (-5%)
Value$546.1K (-$166.3K)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares1,180 from 378
Change+802 (+212%)
Value$405.8K (+$244.7K)
Filed 2026-11-04
Bayforest Capital Ltd
NEW
Shares327
Change+327
Value$112.4K
Filed 2026-11-03
State of Alaska, Department of Revenue
DECREASED
Shares193 from 353
Change-160 (-45%)
Value$66.0K (-$84.0K)
Filed 2026-10-15
Signaturefd, LLC
INCREASED
Shares82 from 74
Change+8 (+11%)
Value$28.2K (-$3.3K)
Filed 2026-10-23
Fifth Third Bancorp
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$24.1K (-$5.8K)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares53 from 31
Change+22 (+71%)
Value$18.2K (+$5.0K)
Filed 2026-11-03
Larson Financial Group LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$17.2K (-$4.1K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares39 from 27
Change+12 (+44%)
Value$13.4K (+$1.9K)
Filed 2026-10-08
Hoey Investments, Inc
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$13.4K (-$3.2K)
Filed 2026-10-29
North Star Investment Management Corp.
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$8.9K (-$2.1K)
Filed 2026-10-27
SJS Investment Consulting Inc.
NEW
Shares16
Change+16
Value$5.5K
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares15 from 4
Change+11 (+275%)
Value$5.2K (+$3.5K)
Filed 2026-10-16
Sterling Capital Management LLC
DECREASED
Shares14 from 24
Change-10 (-42%)
Value$4.8K (-$5.4K)
Filed 2026-10-22
US Bancorp \de\
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$4.1K (-$986)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$4.1K (-$986)
Filed 2026-11-04
Gamma Investing LLC
INCREASED
Shares9 from 7
Change+2 (+29%)
Value$3.1K (+$113)
Filed 2026-10-08
Root Financial Partners, LLC
NEW
Shares7
Change+7
Value$2.4K
Filed 2026-10-21
Country Trust Bank
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.7K (-$411)
Filed 2026-10-30
Hughes Financial Services, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.6K (-$143)
Filed 2026-10-30
Essential Partners LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.4K (-$329)
Filed 2026-10-14
Ascentis Wealth Management, LLC
NEW
Shares2
Change+2
Value$687
Filed 2026-11-03
Nisa Investment Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$688 (-$164)
Filed 2026-10-20
SBI Securities Co., Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$344 (-$82)
Filed 2026-10-22
Sims Investment Management, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$21.3K)
Filed 2026-10-13
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$426)
Filed 2026-10-07
Salem Investment Counselors Inc
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$427)
Filed 2026-10-13
Biglari Capital Corp.A
N/A
Shares— from 1,472,237
Change-1,472,237 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 50,618
Change-50,618 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 46,135
Change-46,135 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 31,016
Change-31,016 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 28,627
Change-28,627 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 28,185
Change-28,185 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 26,774
Change-26,774 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 14,922
Change-14,922 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 14,559
Change-14,559 (-100%)
Value—
State Street Corp
N/A
Shares— from 12,806
Change-12,806 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 12,309
Change-12,309 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 9,490
Change-9,490 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 8,775
Change-8,775 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 7,850
Change-7,850 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 7,703
Change-7,703 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 7,344
Change-7,344 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 7,161
Change-7,161 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 6,481
Change-6,481 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 6,128
Change-6,128 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 5,829
Change-5,829 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 5,039
Change-5,039 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 4,495
Change-4,495 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 4,326
Change-4,326 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 4,189
Change-4,189 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 3,856
Change-3,856 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 2,982
Change-2,982 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,980
Change-2,980 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,739
Change-2,739 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 2,625
Change-2,625 (-100%)
Value—
Barclays PLC
N/A
Shares— from 2,570
Change-2,570 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,408
Change-2,408 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,039
Change-2,039 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,931
Change-1,931 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 1,920
Change-1,920 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,830
Change-1,830 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,626
Change-1,626 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,617
Change-1,617 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 1,570
Change-1,570 (-100%)
Value—
Lotus Technology Management, LP
N/A
Shares— from 1,534
Change-1,534 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 1,487
Change-1,487 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 1,451
Change-1,451 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,116
Change-1,116 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 1,101
Change-1,101 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 1,048
Change-1,048 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,019
Change-1,019 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 1,014
Change-1,014 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 921
Change-921 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 853
Change-853 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 853
Change-853 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 672
Change-672 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 663
Change-663 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 593
Change-593 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 560
Change-560 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 482
Change-482 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 441
Change-441 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 428
Change-428 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 426
Change-426 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 392
Change-392 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 320
Change-320 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 315
Change-315 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 306
Change-306 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 226
Change-226 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 171
Change-171 (-100%)
Value—
FMR LLC
N/A
Shares— from 133
Change-133 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 112
Change-112 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 85
Change-85 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 79
Change-79 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 67
Change-67 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 56
Change-56 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 46
Change-46 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 15
Change-15 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 13
Change-13 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 11
Change-11 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 9
Change-9 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 8
Change-8 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Dimensional Fund Advisors LP
DECREASED89,292106,257-16,965-16%$45.3M$30.7M-$14.6M2026-11-04
Y-Intercept (Hong Kong) Ltd
DECREASED3,8194,055-236-6%$1.7M$1.3M-$414.4K2026-10-16
Strs Ohio
INCREASED2,6002,000+600+30%$852.1K$894.0K+$42.0K2026-10-30
Bank of New York Mellon Corp
DECREASED1,7441,983-239-12%$844.7K$599.6K-$245.1K2026-11-05
Ritholtz Wealth Management
DECREASED1,5881,672-84-5%$712.3K$546.1K-$166.3K2026-11-05
Citigroup Inc
INCREASED1,180378+802+212%$161.0K$405.8K+$244.7K2026-11-04
Bayforest Capital Ltd
NEW327—+327——$112.4K—2026-11-03
State of Alaska, Department of Revenue
DECREASED193353-160-45%$150.0K$66.0K-$84.0K2026-10-15
Signaturefd, LLC
INCREASED8274+8+11%$31.5K$28.2K-$3.3K2026-10-23
Fifth Third Bancorp
UNCHANGED707000%$29.8K$24.1K-$5.8K2026-11-05
Parallel Advisors, LLC
INCREASED5331+22+71%$13.2K$18.2K+$5.0K2026-11-03
Larson Financial Group LLC
UNCHANGED505000%$21.3K$17.2K-$4.1K2026-11-05
Farther Finance Advisors, LLC
INCREASED3927+12+44%$11.6K$13.4K+$1.9K2026-10-08
Hoey Investments, Inc
UNCHANGED393900%$16.6K$13.4K-$3.2K2026-10-29
North Star Investment Management Corp.
UNCHANGED262600%$11.1K$8.9K-$2.1K2026-10-27
SJS Investment Consulting Inc.
NEW16—+16——$5.5K—2026-10-26
IFP Advisors, Inc
INCREASED154+11+275%$1.7K$5.2K+$3.5K2026-10-16
Sterling Capital Management LLC
DECREASED1424-10-42%$10.2K$4.8K-$5.4K2026-10-22
US Bancorp \de\
UNCHANGED121200%$5.1K$4.1K-$9862026-11-05
EverSource Wealth Advisors, LLC
UNCHANGED121200%$5.1K$4.1K-$9862026-11-04
Gamma Investing LLC
INCREASED97+2+29%$3.0K$3.1K+$1132026-10-08
Root Financial Partners, LLC
NEW7—+7——$2.4K—2026-10-21
Country Trust Bank
UNCHANGED5500%$2.1K$1.7K-$4112026-10-30
Hughes Financial Services, LLC
UNCHANGED4400%$1.7K$1.6K-$1432026-10-30
Essential Partners LLC
UNCHANGED4400%$1.7K$1.4K-$3292026-10-14
Ascentis Wealth Management, LLC
NEW2—+2——$687—2026-11-03
Nisa Investment Advisors, LLC
UNCHANGED2200%$852$688-$1642026-10-20
SBI Securities Co., Ltd.
UNCHANGED1100%$426$344-$822026-10-22
Sims Investment Management, LLC
CLOSED050-50-100%$21.3K$0-$21.3K2026-10-13
Wealth Enhancement Trust Services, Inc.
CLOSED01-1-100%$426$0-$4262026-10-07
Salem Investment Counselors Inc
CLOSED01-1-100%$427$0-$4272026-10-13
Biglari Capital Corp.A
N/A—1,472,237-1,472,237-100%$627.2M———
Two Sigma Investments, LP
N/A—50,618-50,618-100%$21.6M———
BlackRock, Inc.
N/A—46,135-46,135-100%$19.7M———
Marshall Wace, LLP
N/A—31,016-31,016-100%$13.2M———
Renaissance Technologies LLC
N/A—28,627-28,627-100%$12.2M———
Vanguard Capital Management LLC
N/A—28,185-28,185-100%$12.0M———
Millennium Management LLC
N/A—26,774-26,774-100%$11.4M———
Geode Capital Management, LLC
N/A—14,922-14,922-100%$6.4M———
Trexquant Investment LP
N/A—14,559-14,559-100%$6.2M———
State Street Corp
N/A—12,806-12,806-100%$5.5M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—12,309-12,309-100%$5.2M———
AQR Capital Management LLC
N/A—9,490-9,490-100%$4.0M———
Qube Research & Technologies Ltd
N/A—8,775-8,775-100%$3.7M———
JPMorgan Chase & Co
N/A—7,850-7,850-100%$3.4M———
Charles Schwab Investment Management Inc
N/A—7,703-7,703-100%$3.3M———
Vanguard Portfolio Management LLC
N/A—7,344-7,344-100%$3.1M———
Northern Trust Corp
N/A—7,161-7,161-100%$3.1M———
HRT Financial LP
N/A—6,481-6,481-100%$2.8M———
Jane Street Group, LLC
N/A—6,128-6,128-100%$2.6M———
Pacer Advisors, Inc.
N/A—5,829-5,829-100%$2.5M———
Nuveen, LLC
N/A—5,039-5,039-100%$2.1M———
XTX Topco Ltd
N/A—4,495-4,495-100%$1.9M———
Vanguard Fiduciary Trust Co
N/A—4,326-4,326-100%$1.8M———
Point72 Asset Management, L.P.
N/A—4,189-4,189-100%$1.8M———
GSA Capital Partners LLP
N/A—3,856-3,856-100%$1.6M———
Susquehanna International Group, LLP
N/A—2,982-2,982-100%$1.3M———
Citadel Advisors LLC
N/A—2,980-2,980-100%$1.3M———
Morgan Stanley
N/A—2,739-2,739-100%$1.2M———
Bridgeway Capital Management, LLC
N/A—2,625-2,625-100%$1.1M———
Barclays PLC
N/A—2,570-2,570-100%$1.1M———
O'shaughnessy Asset Management, LLC
N/A—2,408-2,408-100%$1.0M———
Bank of America Corp
N/A—2,039-2,039-100%$868.7K———
Alliancebernstein L.P.
N/A—1,931-1,931-100%$636.4K———
Engineers Gate Manager LP
N/A—1,920-1,920-100%$818.0K———
Invesco Ltd.
N/A—1,830-1,830-100%$779.6K———
Rathbones Group PLC
N/A—1,700-1,700-100%$724.3K———
Jump Financial, LLC
N/A—1,640-1,640-100%$698.7K———
HSBC Holdings PLC
N/A—1,626-1,626-100%$702.2K———
UBS Group AG
N/A—1,617-1,617-100%$688.9K———
Centiva Capital, LP
N/A—1,570-1,570-100%$668.9K———
Lotus Technology Management, LP
N/A—1,534-1,534-100%$653.5K———
State of Wisconsin Investment Board
N/A—1,487-1,487-100%$633.5K———
Jacobs Levy Equity Management, Inc
N/A—1,451-1,451-100%$618.2K———
LPL Financial LLC
N/A—1,130-1,130-100%$481.4K———
American Century Companies Inc
N/A—1,116-1,116-100%$475.4K———
Martingale Asset Management L P
N/A—1,101-1,101-100%$469.1K———
Inceptionr LLC
N/A—1,048-1,048-100%$446.5K———
D. E. Shaw & Co., Inc.
N/A—1,019-1,019-100%$434.1K———
Occudo Quantitative Strategies LP
N/A—1,014-1,014-100%$432.0K———
Dynamic Technology Lab Private Ltd
N/A—921-921-100%$392.0K———
Susquehanna Portfolio Strategies, LLC
N/A—853-853-100%$363.4K———
Rhumbline Advisers
N/A—853-853-100%$363.4K———
Deutsche Bank Ag\
N/A—672-672-100%$286.3K———
Squarepoint Ops LLC
N/A—663-663-100%$282.5K———
Wells Fargo & Company
N/A—593-593-100%$252.6K———
Canada Pension Plan Investment Board
N/A—560-560-100%$238.6K———
Price T Rowe Associates Inc
N/A—482-482-100%$206.0K———
MetLife Investment Management, LLC
N/A—441-441-100%$187.9K———
Russell Investments Group, Ltd.
N/A—428-428-100%$182.3K———
New York State Common Retirement Fund
N/A—426-426-100%$181.5K———
Bartlett & Co. Wealth Management LLC
N/A—392-392-100%$167.0K———
Public Employees Retirement Association of Colorado
N/A—320-320-100%$136.0K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—315-315-100%$134.2K———
SG Americas Securities, LLC
N/A—306-306-100%$130.0K———
BNP Paribas Financial Markets
N/A—226-226-100%$96.3K———
Police & Firemen's Retirement System of New Jersey
N/A—171-171-100%$72.9K———
FMR LLC
N/A—133-133-100%$56.8K———
Royal Bank of Canada
N/A—112-112-100%$48.0K———
Vanguard Global Advisers, LLC
N/A—108-108-100%$46.0K———
Rockefeller Capital Management L.P.
N/A—85-85-100%$36.2K———
Legal & General Group Plc
N/A—79-79-100%$33.7K———
Jones Financial Companies Lllp
N/A—67-67-100%$27.1K———
Ameritas Investment Partners, Inc.
N/A—56-56-100%$23.9K———
Tower Research Capital LLC (TRC)
N/A—46-46-100%$19.6K———
Global Retirement Partners, LLC
N/A—31-31-100%$13.2K———
Mpwm Advisory Solutions, LLC
N/A—20-20-100%$8.5K———
Allworth Financial LP
N/A—15-15-100%$6.4K———
UBS Asset Management Americas LLC
N/A—13-13-100%$5.5K———
Osaic Holdings, Inc.
N/A—13-13-100%$5.5K———
Northwestern Mutual Wealth Management Co
N/A—11-11-100%$4.7K———
California State Teachers Retirement System
N/A—9-9-100%$3.8K———
Arax Advisory Partners
N/A—8-8-100%$3.4K———
Optiver Holding B.V.
N/A—6-6-100%$2.6K———
Bellevue Asset Management, LLC
N/A—4-4-100%$1.7K———
Smartleaf Asset Management LLC
N/A—1-1-100%$437———
Rothschild Investment LLC
N/A—1-1-100%$426———
Showing 117 of 117 institutions