Biglari Ownership 2024 | Who Owns Biglari Now?
Institutional Ownership
119.79%
Insider Ownership
0.45%
Retail Ownership
-20.24%
Institutional Holders
71.00
Biglari Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BIGLARI CAPITAL CORP. | 95.08% | 39.71% | 1,349,071 | - | - | 260,883,350 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 6.33% | 0.00% | 89,803 | 1,291 | 1.46% | 17,365,595 | Jun 30, 2024 |
| BLACKROCK INC. | 3.77% | 0.00% | 53,425 | 520 | 0.98% | 10,331,327 | Jun 30, 2024 |
| VANGUARD GROUP INC | 2.75% | 0.00% | 38,965 | 10,032 | 34.67% | 7,535,052 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 1.17% | 0.00% | 16,622 | 134 | 0.81% | 3,214,362 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.14% | 0.00% | 16,123 | 490 | 3.13% | 3,118,363 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.05% | 0.07% | 14,916 | 540 | 3.76% | 2,884,456 | Jun 30, 2024 |
| STATE STREET CORP | 0.90% | 0.00% | 12,755 | 130 | 1.03% | 2,466,562,000 | Jun 30, 2024 |
| ACUITAS INVESTMENTS, LLC | 0.88% | 1.30% | 12,536 | -3,740 | -22.98% | 2,424,212 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.83% | 0.01% | 11,785 | 888 | 8.15% | 2,278,983 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.61% | 0.03% | 8,716 | 540 | 6.60% | 1,685,500 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.56% | 0.00% | 7,971 | -271 | -3.29% | 1,541,432,000 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.54% | 0.00% | 7,652 | - | - | 1,480,000 | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.48% | 0.00% | 6,834 | -40 | -0.58% | 1,321,559 | Jun 30, 2024 |
| MORGAN STANLEY | 0.33% | 0.00% | 4,704 | 480 | 11.36% | 909,659 | Jun 30, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0.31% | 0.00% | 4,330 | -100 | -2.26% | 837,335 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.28% | 0.00% | 3,951 | 130 | 3.40% | 764,044 | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | 0.23% | 0.01% | 3,284 | - | - | 635,060 | Jun 30, 2024 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.22% | 0.01% | 3,150 | 977 | 44.96% | 609,147 | Jun 30, 2024 |
| STRS OHIO | 0.18% | 0.00% | 2,600 | - | - | 502,788,000 | Jun 30, 2024 |
Biglari's largest institutional shareholder is BIGLARI CAPITAL CORP., holding 95.08% of the company's total share outstanding, currently valued at $260.88M. The top 10 institutional shareholders own together 113.89% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BIGLARI CAPITAL CORP. | 95.08% | 39.71% | 1,349,071 | - | - | 260,883,350 | Jun 30, 2024 |
| ACUITAS INVESTMENTS, LLC | 0.88% | 1.30% | 12,536 | -3,740 | -22.98% | 2,424,212 | Jun 30, 2024 |
| MARQUETTE ASSET MANAGEMENT, LLC | 0.16% | 0.08% | 2,324 | -746 | -24.30% | 449,416 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.05% | 0.07% | 14,916 | 540 | 3.76% | 2,884,456 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.18% | 0.03% | 2,516 | 110 | 4.57% | 487,000 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.61% | 0.03% | 8,716 | 540 | 6.60% | 1,685,500 | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | 0.23% | 0.01% | 3,284 | - | - | 635,060 | Jun 30, 2024 |
| WETZEL INVESTMENT ADVISORS, INC. | 0.01% | 0.01% | 96 | - | - | 18,209 | Jun 30, 2024 |
| RITHOLTZ WEALTH MANAGEMENT | 0.11% | 0.01% | 1,532 | 441 | 40.42% | 296,258 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.83% | 0.01% | 11,785 | 888 | 8.15% | 2,278,983 | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | 0.03% | 0.01% | 459 | 459 | 100.00% | 88,761 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.01% | 0.01% | 128 | 128 | 100.00% | 24,753 | Jun 30, 2024 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.22% | 0.01% | 3,150 | 977 | 44.96% | 609,147 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 6.33% | 0.00% | 89,803 | 1,291 | 1.46% | 17,365,595 | Jun 30, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0.31% | 0.00% | 4,330 | -100 | -2.26% | 837,335 | Jun 30, 2024 |
| HOEY INVESTMENTS, INC | 0.01% | 0.00% | 72 | - | - | 13,924 | Jun 30, 2024 |
| RATHBONES GROUP PLC | 0.16% | 0.00% | 2,300 | - | - | 444,774 | Jun 30, 2024 |
| STRS OHIO | 0.18% | 0.00% | 2,600 | - | - | 502,788,000 | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.48% | 0.00% | 6,834 | -40 | -0.58% | 1,321,559 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.54% | 0.00% | 7,652 | - | - | 1,480,000 | Jun 30, 2024 |
The largest Biglari shareholder by % of total assets is BIGLARI CAPITAL CORP.. The company owns 1.35M shares of Biglari (BH), representing 39.71% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 2.75% | 0.00% | 38,965 | 10,032 | 34.67% | 7,535,052 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 6.33% | 0.00% | 89,803 | 1,291 | 1.46% | 17,365,595 | Jun 30, 2024 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.22% | 0.01% | 3,150 | 977 | 44.96% | 609,147 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.83% | 0.01% | 11,785 | 888 | 8.15% | 2,278,983 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.61% | 0.03% | 8,716 | 540 | 6.60% | 1,685,500 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.05% | 0.07% | 14,916 | 540 | 3.76% | 2,884,456 | Jun 30, 2024 |
| BLACKROCK INC. | 3.77% | 0.00% | 53,425 | 520 | 0.98% | 10,331,327 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.14% | 0.00% | 16,123 | 490 | 3.13% | 3,118,363 | Jun 30, 2024 |
| MORGAN STANLEY | 0.33% | 0.00% | 4,704 | 480 | 11.36% | 909,659 | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | 0.03% | 0.01% | 459 | 459 | 100.00% | 88,761 | Jun 30, 2024 |
| RITHOLTZ WEALTH MANAGEMENT | 0.11% | 0.01% | 1,532 | 441 | 40.42% | 296,258 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.03% | 0.00% | 391 | 391 | 100.00% | 75,612 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.02% | 0.00% | 347 | 347 | 100.00% | 67,103 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.10% | 0.00% | 1,448 | 309 | 27.13% | 279,000 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.17% | 0.00% | 2,386 | 220 | 10.16% | 461,405 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 1.17% | 0.00% | 16,622 | 134 | 0.81% | 3,214,362 | Jun 30, 2024 |
| STATE STREET CORP | 0.90% | 0.00% | 12,755 | 130 | 1.03% | 2,466,562,000 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.28% | 0.00% | 3,951 | 130 | 3.40% | 764,044 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.01% | 0.01% | 128 | 128 | 100.00% | 24,753 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.18% | 0.03% | 2,516 | 110 | 4.57% | 487,000 | Jun 30, 2024 |
As of Jun 30 2024, Biglari's largest institutional buyer is VANGUARD GROUP INC. The company purchased 10.03K stocks of BH, valued at $7.54M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ACUITAS INVESTMENTS, LLC | 0.88% | 1.30% | 12,536 | -3,740 | -22.98% | 2,424,212 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.04% | - | 568 | -1,336 | -70.17% | 109,840 | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | - | - | - | -1,177 | -100.00% | - | Jun 30, 2024 |
| MARQUETTE ASSET MANAGEMENT, LLC | 0.16% | 0.08% | 2,324 | -746 | -24.30% | 449,416 | Jun 30, 2024 |
| GLADIUS CAPITAL MANAGEMENT LP | - | - | - | -449 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | 0.02% | - | 334 | -416 | -55.47% | 64,589 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -364 | -100.00% | - | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.56% | 0.00% | 7,971 | -271 | -3.29% | 1,541,432,000 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.01% | - | 124 | -232 | -65.17% | 23,979 | Jun 30, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0.31% | 0.00% | 4,330 | -100 | -2.26% | 837,335 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | - | 13 | -42 | -76.36% | 2,514 | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -42 | -100.00% | - | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.48% | 0.00% | 6,834 | -40 | -0.58% | 1,321,559 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.11% | - | 1,570 | -32 | -2.00% | 303,607 | Jun 30, 2024 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.00% | - | 53 | -21 | -28.38% | 10,249 | Jun 30, 2024 |
| FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
| BIGLARI CAPITAL CORP. | 95.08% | 39.71% | 1,349,071 | - | - | 260,883,350 | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | 0.23% | 0.01% | 3,284 | - | - | 635,060 | Jun 30, 2024 |
| WETZEL INVESTMENT ADVISORS, INC. | 0.01% | 0.01% | 96 | - | - | 18,209 | Jun 30, 2024 |
| HOEY INVESTMENTS, INC | 0.01% | 0.00% | 72 | - | - | 13,924 | Jun 30, 2024 |
As of Jun 30 2024, Biglari's biggest institutional seller is ACUITAS INVESTMENTS, LLC. The company sold -3.74K shares of BH, valued at $2.42M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GLOBEFLEX CAPITAL L P | 0.03% | 0.01% | 459 | 459 | 100.00% | 88,761 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.03% | 0.00% | 391 | 391 | 100.00% | 75,612 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.02% | 0.00% | 347 | 347 | 100.00% | 67,103 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.01% | 0.01% | 128 | 128 | 100.00% | 24,753 | Jun 30, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | 0.00% | - | 4 | 4 | 100.00% | 740 | Jun 30, 2024 |
| FARTHER FINANCE ADVISORS, LLC | 0.00% | - | 4 | 4 | 100.00% | 760 | Jun 30, 2024 |
| CWM, LLC | 0.00% | - | 3 | 3 | 100.00% | 1,000 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.00% | - | 2 | 2 | 100.00% | 387 | Jun 30, 2024 |
Biglari's largest new institutional shareholder by number of shares is GLOBEFLEX CAPITAL L P, purchased 459.00 shares, valued at $88.76K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VIRTU FINANCIAL LLC | - | - | - | -1,177 | -100.00% | - | Jun 30, 2024 |
| GLADIUS CAPITAL MANAGEMENT LP | - | - | - | -449 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -364 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -42 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
Biglari's largest sold out institutional shareholder by shares sold is VIRTU FINANCIAL LLC, sold -1.18K shares, valued at -, as of undefined.
Biglari Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| AMG Funds IV | 0.00% | 9,412 | - | - | Jan 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.00% | 6,200 | - | - | Mar 28, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.00% | 610 | - | - | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 42,700 | - | - | Feb 29, 2024 |
| Vericimetry Funds | 0.00% | 50 | -70 | -58.33% | Mar 31, 2024 |
| TARGET PORTFOLIO TRUST | 0.00% | 5,740 | -280 | -4.65% | Jan 31, 2024 |
| Legg Mason ETF Investment Trust | 0.00% | 485 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 1,350 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 123 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 39 | - | - | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 252 | -9 | -3.45% | Mar 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 875 | - | - | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 12 | 0.00% | 200 | - | - | Jan 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 68,152 | 9,766 | 16.73% | Jan 31, 2024 |
| GPS Funds I | 0.00% | 327 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 25,082 | -6,221 | -19.87% | Mar 31, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 323 | - | - | Mar 31, 2020 |
| SCHWAB CAPITAL TRUST | 0.00% | 2,203 | - | - | Jan 31, 2024 |
| Meeder Funds | 0.00% | 224 | - | - | Mar 31, 2024 |
| AdvisorShares Trust | 0.00% | 157 | - | - | Mar 28, 2024 |
| FIDELITY PURITAN TRUST | 0.00% | 2,000 | - | - | Jan 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 151 | - | - | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 14,706 | 1,261 | 9.38% | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 6,676 | 144 | 2.20% | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 80 | - | - | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 1,870 | - | - | Jan 31, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 90 | - | - | Mar 28, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 595 | - | - | Mar 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 622 | - | - | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 4,723 | - | - | Feb 29, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 160 | -10 | -5.88% | Mar 28, 2024 |
| SunAmerica Specialty Series | 0.00% | 8 | - | - | Apr 30, 2021 |
| FIDELITY COVINGTON TRUST | 0.00% | 211 | - | - | Jan 31, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 128 | - | - | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 39 | - | - | Mar 31, 2024 |
| RBC FUNDS TRUST | 0.00% | 930 | 927 | 30900.00% | Mar 28, 2024 |
| NORTHERN FUNDS | 0.00% | 1,131 | -26 | -2.25% | Mar 28, 2024 |
| Global X Funds | 0.00% | 340 | - | - | Jan 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 4,389 | - | - | Feb 29, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 386 | - | - | Dec 31, 2023 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 780 | - | - | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 333 | - | - | Feb 29, 2024 |
| TIAA-CREF FUNDS | 0.00% | 15,151 | - | - | Jan 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 74 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 284 | -60 | -17.44% | Mar 31, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.00% | 20 | - | - | Mar 31, 2024 |
| FLEXSHARES TRUST | 0.00% | 242 | - | - | Jan 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 249 | - | - | Mar 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 508 | -532 | -51.15% | Feb 29, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 49 | 7 | 16.67% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 25 | - | - | Mar 31, 2024 |
| MAINSTAY FUNDS TRUST | 0.00% | 410 | - | - | Jan 31, 2024 |
| PGIM ETF TRUST | 0.00% | 109 | - | - | Feb 29, 2024 |
| iSHARES TRUST | 0.00% | 25,784 | -1,649 | -6.01% | Mar 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 1,831 | -113 | -5.81% | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 2,910 | 70 | 2.46% | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 6 | - | - | Dec 31, 2023 |
| RUSSELL INVESTMENT CO | 0.00% | 392 | - | - | Jan 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 276 | 49 | 21.59% | Jan 31, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 3,180 | - | - | Dec 31, 2023 |
| VALIC Co I | 0.00% | 284 | -1 | -0.35% | Feb 29, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 105 | - | - | Feb 29, 2024 |
| HC CAPITAL TRUST | 0.00% | 29 | - | - | Mar 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 1 | - | - | Dec 31, 2023 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 112 | -2 | -1.75% | Jan 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 109 | - | - | Mar 31, 2024 |
| WisdomTree Trust | 0.00% | 1,618 | -42 | -2.53% | Mar 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 3 | - | - | Dec 31, 2023 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 769 | - | - | Mar 31, 2024 |
| Advisors' Inner Circle Fund II | 0.00% | 601 | - | - | Jan 31, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 4 | - | - | Feb 29, 2024 |
| DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 8 | - | - | Jan 31, 2024 |
| J.P. Morgan Exchange-Traded Fund Trust | 0.00% | 209 | -77 | -26.92% | Jan 31, 2024 |
| ProFunds | 0.00% | 5 | -1 | -16.67% | Mar 31, 2024 |
| PROSHARES TRUST | 0.00% | 106 | 11 | 11.58% | Feb 29, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 43 | - | - | Feb 29, 2024 |
| WILSHIRE MUTUAL FUNDS INC | 0.00% | 120 | - | - | Dec 31, 2023 |
| ADVANCED SERIES TRUST | 0.00% | 1,240 | - | - | Mar 28, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 10 | - | - | Mar 28, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 797 | - | - | Mar 31, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 18 | 18 | - | Feb 29, 2024 |
| Brighthouse Funds Trust II | 0.00% | 257 | -4 | -1.53% | Mar 31, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 84 | - | - | Jan 31, 2024 |
| Investment Managers Series Trust | 0.00% | 296 | - | - | Mar 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 424 | - | - | Mar 31, 2024 |
| ETF Series Solutions | 0.00% | 4 | - | - | Jan 31, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 537 | - | - | Mar 31, 2024 |
| SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 2,367 | -435 | -15.52% | Feb 29, 2024 |
Biglari's largest mutual fund holder by % of total assets is "AMG Funds IV", owning 9.41K shares, compromising 0.00% of its total assets.
Biglari Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 71 | 4.41% |
| 31 Mar, 24 | 68 | - |
| 31 Dec, 23 | 68 | 1.49% |
| 30 Sep, 23 | 67 | -6.94% |
| 30 Jun, 23 | 72 | - |
| 31 Mar, 23 | 72 | 20.00% |
| 31 Dec, 22 | 60 | 11.11% |
| 30 Sep, 22 | 54 | -5.26% |
| 30 Jun, 22 | 57 | -12.31% |
| 31 Mar, 22 | 65 | 6.56% |
| 31 Dec, 21 | 61 | -17.57% |
| 30 Sep, 21 | 74 | 5.71% |
| 30 Jun, 21 | 70 | 1.45% |
| 31 Mar, 21 | 69 | 11.29% |
| 31 Dec, 20 | 62 | 16.98% |
| 30 Sep, 20 | 53 | -8.62% |
| 30 Jun, 20 | 58 | 5.45% |
| 31 Mar, 20 | 55 | -15.38% |
| 31 Dec, 19 | 65 | 18.18% |
| 30 Sep, 19 | 55 | -6.78% |
| 30 Jun, 19 | 59 | -14.49% |
| 31 Mar, 19 | 69 | -2.82% |
| 31 Dec, 18 | 71 | -6.58% |
| 30 Sep, 18 | 76 | -1.30% |
| 30 Jun, 18 | 77 | 2466.67% |
| 31 Mar, 18 | 3 | 200.00% |
| 31 Dec, 17 | 1 | - |
| 30 Sep, 17 | 1 | - |
| 30 Jun, 17 | 1 | - |
| 31 Mar, 17 | 1 | - |
| 31 Dec, 16 | 1 | - |
| 30 Sep, 16 | 1 | - |
| 30 Jun, 16 | 1 | -50.00% |
| 31 Mar, 16 | 2 | - |
As of 30 Jun 24, 71 institutions are holding Biglari's shares, representing an increase of 4.41% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 1,699,693 | 0.53% |
| 31 Mar, 24 | 1,690,735 | 0.25% |
| 31 Dec, 23 | 1,686,519 | 0.77% |
| 30 Sep, 23 | 1,673,690 | -0.03% |
| 30 Jun, 23 | 1,674,205 | 1.45% |
| 31 Mar, 23 | 1,650,206 | 0.98% |
| 31 Dec, 22 | 1,634,260 | -0.29% |
| 30 Sep, 22 | 1,639,004 | -0.71% |
| 30 Jun, 22 | 1,650,662 | -1.77% |
| 31 Mar, 22 | 1,680,467 | -2.06% |
| 31 Dec, 21 | 1,715,755 | 1.72% |
| 30 Sep, 21 | 1,686,704 | 0.32% |
| 30 Jun, 21 | 1,681,329 | -1.24% |
| 31 Mar, 21 | 1,702,403 | -0.42% |
| 31 Dec, 20 | 1,709,610 | -0.65% |
| 30 Sep, 20 | 1,720,817 | -0.38% |
| 30 Jun, 20 | 1,727,310 | 0.43% |
| 31 Mar, 20 | 1,719,887 | -0.66% |
| 31 Dec, 19 | 1,731,236 | -1.30% |
| 30 Sep, 19 | 1,754,003 | 0.10% |
| 30 Jun, 19 | 1,752,188 | 0.33% |
| 31 Mar, 19 | 1,746,432 | -1.41% |
| 31 Dec, 18 | 1,771,338 | -3.97% |
| 30 Sep, 18 | 1,844,646 | 0.68% |
| 30 Jun, 18 | 1,832,233 | 5162.77% |
| 31 Mar, 18 | 34,815 | 316400.00% |
| 31 Dec, 17 | 11 | - |
| 30 Sep, 17 | 11 | - |
| 30 Jun, 17 | 11 | - |
| 31 Mar, 17 | 11 | - |
| 31 Dec, 16 | 11 | - |
| 30 Sep, 16 | 11 | - |
| 30 Jun, 16 | 11 | -63.33% |
| 31 Mar, 16 | 30 | - |
Biglari (BH) has 1.70M shares outstanding as of 30 Jun 24, up 0.53% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 119.79% | 0.84% |
| 31 Mar, 24 | 119.15% | 0.86% |
| 31 Dec, 23 | 117.77% | 0.88% |
| 30 Sep, 23 | 115.82% | 0.88% |
| 30 Jun, 23 | 114.79% | 0.90% |
| 31 Mar, 23 | 113.06% | 0.94% |
| 31 Dec, 22 | 109.67% | 0.88% |
| 30 Sep, 22 | 111.77% | 0.93% |
| 30 Jun, 22 | 109.35% | 0.90% |
| 31 Mar, 22 | 110.35% | 0.94% |
| 31 Dec, 21 | 108.16% | 0.95% |
| 30 Sep, 21 | 106.67% | 0.99% |
| 30 Jun, 21 | 103.85% | 0.92% |
| 31 Mar, 21 | 106.02% | 1.02% |
| 31 Dec, 20 | 101.89% | 1.06% |
| 30 Sep, 20 | 97.97% | 0.97% |
| 30 Jun, 20 | 100.31% | 1.01% |
| 31 Mar, 20 | 99.88% | 0.98% |
| 31 Dec, 19 | 100.89% | 0.97% |
| 30 Sep, 19 | 102.12% | 1.00% |
| 30 Jun, 19 | 101.27% | 0.99% |
| 31 Mar, 19 | 100.88% | 0.97% |
| 31 Dec, 18 | 101.77% | 0.90% |
| 30 Sep, 18 | 106.35% | 0.95% |
| 30 Jun, 18 | 105.61% | 1312.12% |
| 31 Mar, 18 | 2.84% | 351666666.67% |
| 31 Dec, 17 | 0.00% | 111333.33% |
| 30 Sep, 17 | 0.00% | 111111.11% |
| 30 Jun, 17 | 0.00% | 110444.44% |
| 31 Mar, 17 | 0.00% | 111111.11% |
| 31 Dec, 16 | 0.00% | 110477.78% |
| 30 Sep, 16 | 0.00% | 112088.89% |
| 30 Jun, 16 | 0.00% | 15475.00% |
| 31 Mar, 16 | 0.00% | - |
As of 30 Jun 24, Biglari is held by 119.79% institutional shareholders, representing a 0.84% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 35 | 40.00% |
| 31 Mar, 24 | 25 | -28.57% |
| 31 Dec, 23 | 35 | 29.63% |
| 30 Sep, 23 | 27 | -12.90% |
| 30 Jun, 23 | 31 | -11.43% |
| 31 Mar, 23 | 35 | 40.00% |
| 31 Dec, 22 | 25 | 38.89% |
| 30 Sep, 22 | 18 | 50.00% |
| 30 Jun, 22 | 12 | -36.84% |
| 31 Mar, 22 | 19 | -24.00% |
| 31 Dec, 21 | 25 | -7.41% |
| 30 Sep, 21 | 27 | 8.00% |
| 30 Jun, 21 | 25 | -10.71% |
| 31 Mar, 21 | 28 | - |
| 31 Dec, 20 | 28 | 47.37% |
| 30 Sep, 20 | 19 | -24.00% |
| 30 Jun, 20 | 25 | -10.71% |
| 31 Mar, 20 | 28 | -22.22% |
| 31 Dec, 19 | 36 | 24.14% |
| 30 Sep, 19 | 29 | 3.57% |
| 30 Jun, 19 | 28 | - |
| 31 Mar, 19 | 28 | -9.68% |
| 31 Dec, 18 | 31 | -18.42% |
| 30 Sep, 18 | 38 | -50.00% |
| 30 Jun, 18 | 76 | 3700.00% |
| 31 Mar, 18 | 2 | - |
| 31 Dec, 17 | - | - |
| 30 Sep, 17 | - | - |
| 30 Jun, 17 | - | - |
| 31 Mar, 17 | - | - |
| 31 Dec, 16 | - | - |
| 30 Sep, 16 | - | - |
| 30 Jun, 16 | - | -100.00% |
| 31 Mar, 16 | 2 | - |
35 institutional shareholders have increased their position in BH stock as of 30 Jun 24 compared to 25 in the previous quarter (a 40.00% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 11 | -50.00% |
| 31 Mar, 24 | 22 | 69.23% |
| 31 Dec, 23 | 13 | -43.48% |
| 30 Sep, 23 | 23 | 9.52% |
| 30 Jun, 23 | 21 | - |
| 31 Mar, 23 | 21 | 10.53% |
| 31 Dec, 22 | 19 | 5.56% |
| 30 Sep, 22 | 18 | -40.00% |
| 30 Jun, 22 | 30 | -6.25% |
| 31 Mar, 22 | 32 | 68.42% |
| 31 Dec, 21 | 19 | -26.92% |
| 30 Sep, 21 | 26 | -7.14% |
| 30 Jun, 21 | 28 | 7.69% |
| 31 Mar, 21 | 26 | 36.84% |
| 31 Dec, 20 | 19 | -9.52% |
| 30 Sep, 20 | 21 | 5.00% |
| 30 Jun, 20 | 20 | 33.33% |
| 31 Mar, 20 | 15 | -21.05% |
| 31 Dec, 19 | 19 | 26.67% |
| 30 Sep, 19 | 15 | -16.67% |
| 30 Jun, 19 | 18 | -28.00% |
| 31 Mar, 19 | 25 | 25.00% |
| 31 Dec, 18 | 20 | 5.26% |
| 30 Sep, 18 | 19 | 1800.00% |
| 30 Jun, 18 | 1 | - |
| 31 Mar, 18 | - | - |
| 31 Dec, 17 | - | - |
| 30 Sep, 17 | - | - |
| 30 Jun, 17 | - | - |
| 31 Mar, 17 | - | - |
| 31 Dec, 16 | - | - |
| 30 Sep, 16 | - | - |
| 30 Jun, 16 | - | - |
| 31 Mar, 16 | - | - |
11 institutional shareholders have reduced their position in BH stock as of 30 Jun 24 compared to 22 in the previous quarter (a -50.00% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 71 | 4.41% | 1,699,693 | 0.53% | 119.79% | 0.84% | 35 | 40.00% | 11 | -50.00% |
| 31 Mar, 24 | 68 | - | 1,690,735 | 0.25% | 119.15% | 0.86% | 25 | -28.57% | 22 | 69.23% |
| 31 Dec, 23 | 68 | 1.49% | 1,686,519 | 0.77% | 117.77% | 0.88% | 35 | 29.63% | 13 | -43.48% |
| 30 Sep, 23 | 67 | -6.94% | 1,673,690 | -0.03% | 115.82% | 0.88% | 27 | -12.90% | 23 | 9.52% |
| 30 Jun, 23 | 72 | - | 1,674,205 | 1.45% | 114.79% | 0.90% | 31 | -11.43% | 21 | - |
| 31 Mar, 23 | 72 | 20.00% | 1,650,206 | 0.98% | 113.06% | 0.94% | 35 | 40.00% | 21 | 10.53% |
| 31 Dec, 22 | 60 | 11.11% | 1,634,260 | -0.29% | 109.67% | 0.88% | 25 | 38.89% | 19 | 5.56% |
| 30 Sep, 22 | 54 | -5.26% | 1,639,004 | -0.71% | 111.77% | 0.93% | 18 | 50.00% | 18 | -40.00% |
| 30 Jun, 22 | 57 | -12.31% | 1,650,662 | -1.77% | 109.35% | 0.90% | 12 | -36.84% | 30 | -6.25% |
| 31 Mar, 22 | 65 | 6.56% | 1,680,467 | -2.06% | 110.35% | 0.94% | 19 | -24.00% | 32 | 68.42% |
| 31 Dec, 21 | 61 | -17.57% | 1,715,755 | 1.72% | 108.16% | 0.95% | 25 | -7.41% | 19 | -26.92% |
| 30 Sep, 21 | 74 | 5.71% | 1,686,704 | 0.32% | 106.67% | 0.99% | 27 | 8.00% | 26 | -7.14% |
| 30 Jun, 21 | 70 | 1.45% | 1,681,329 | -1.24% | 103.85% | 0.92% | 25 | -10.71% | 28 | 7.69% |
| 31 Mar, 21 | 69 | 11.29% | 1,702,403 | -0.42% | 106.02% | 1.02% | 28 | - | 26 | 36.84% |
| 31 Dec, 20 | 62 | 16.98% | 1,709,610 | -0.65% | 101.89% | 1.06% | 28 | 47.37% | 19 | -9.52% |
| 30 Sep, 20 | 53 | -8.62% | 1,720,817 | -0.38% | 97.97% | 0.97% | 19 | -24.00% | 21 | 5.00% |
| 30 Jun, 20 | 58 | 5.45% | 1,727,310 | 0.43% | 100.31% | 1.01% | 25 | -10.71% | 20 | 33.33% |
| 31 Mar, 20 | 55 | -15.38% | 1,719,887 | -0.66% | 99.88% | 0.98% | 28 | -22.22% | 15 | -21.05% |
| 31 Dec, 19 | 65 | 18.18% | 1,731,236 | -1.30% | 100.89% | 0.97% | 36 | 24.14% | 19 | 26.67% |
| 30 Sep, 19 | 55 | -6.78% | 1,754,003 | 0.10% | 102.12% | 1.00% | 29 | 3.57% | 15 | -16.67% |
| 30 Jun, 19 | 59 | -14.49% | 1,752,188 | 0.33% | 101.27% | 0.99% | 28 | - | 18 | -28.00% |
| 31 Mar, 19 | 69 | -2.82% | 1,746,432 | -1.41% | 100.88% | 0.97% | 28 | -9.68% | 25 | 25.00% |
| 31 Dec, 18 | 71 | -6.58% | 1,771,338 | -3.97% | 101.77% | 0.90% | 31 | -18.42% | 20 | 5.26% |
| 30 Sep, 18 | 76 | -1.30% | 1,844,646 | 0.68% | 106.35% | 0.95% | 38 | -50.00% | 19 | 1800.00% |
| 30 Jun, 18 | 77 | 2466.67% | 1,832,233 | 5162.77% | 105.61% | 1312.12% | 76 | 3700.00% | 1 | - |
| 31 Mar, 18 | 3 | 200.00% | 34,815 | 316400.00% | 2.84% | 351666666.67% | 2 | - | - | - |
| 31 Dec, 17 | 1 | - | 11 | - | 0.00% | 111333.33% | - | - | - | - |
| 30 Sep, 17 | 1 | - | 11 | - | 0.00% | 111111.11% | - | - | - | - |
| 30 Jun, 17 | 1 | - | 11 | - | 0.00% | 110444.44% | - | - | - | - |
| 31 Mar, 17 | 1 | - | 11 | - | 0.00% | 111111.11% | - | - | - | - |
| 31 Dec, 16 | 1 | - | 11 | - | 0.00% | 110477.78% | - | - | - | - |
| 30 Sep, 16 | 1 | - | 11 | - | 0.00% | 112088.89% | - | - | - | - |
| 30 Jun, 16 | 1 | -50.00% | 11 | -63.33% | 0.00% | 15475.00% | - | -100.00% | - | - |
| 31 Mar, 16 | 2 | - | 30 | - | 0.00% | - | 2 | - | - | - |
Biglari Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
All Insider Owners Trades
The last insider buy of BH was made by BIGLARI, SARDAR on Mar 18 2024, buying 3,873 shares at $192.37 per share (worth $745.05K).
Biglari Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | 14 | - | - |
| Q4 2023 | 10 | - | - |
| Q3 2023 | 3 | - | - |
| Q4 2022 | - | 1 | - |
| Q2 2022 | 1 | 1 | 100.00% |
| Q4 2021 | 7 | - | - |
| Q3 2021 | 5 | - | - |
| Q2 2021 | 19 | 2 | 950.00% |
| Q1 2021 | 5 | - | - |
| Q4 2020 | 27 | - | - |
| Q3 2020 | 16 | - | - |
| Q1 2020 | 2 | 2 | 100.00% |
| Q4 2019 | 12 | - | - |
| Q2 2019 | 27 | - | - |
| Q4 2018 | 6 | - | - |
| Q2 2018 | 10 | - | - |
| Q3 2014 | 5 | 2 | 250.00% |
| Q2 2014 | 1 | - | - |
| Q1 2014 | 1 | - | - |
| Q3 2013 | 6 | 2 | 300.00% |
14 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Biglari's insiders, as of Q1 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | 14 | - | - |
| Q4 2023 | 10 | - | - |
| Q3 2023 | 3 | - | - |
| Q4 2022 | - | - | - |
| Q2 2022 | 1 | - | - |
| Q4 2021 | 7 | - | - |
| Q3 2021 | 5 | - | - |
| Q2 2021 | 19 | - | - |
| Q1 2021 | 5 | - | - |
| Q4 2020 | 27 | - | - |
| Q3 2020 | 16 | - | - |
| Q1 2020 | - | - | - |
| Q4 2019 | 12 | - | - |
| Q2 2019 | 27 | - | - |
| Q4 2018 | 6 | - | - |
| Q2 2018 | 10 | - | - |
| Q3 2014 | 2 | - | - |
| Q2 2014 | 1 | - | - |
| Q1 2014 | 1 | - | - |
| Q3 2013 | 3 | - | - |
As of Q1 2024, Insider owners conducted 14 open market buy trades and 0 open market sell trades of Biglari's stocks.
BH Ownership FAQ
Who Owns Biglari?
Biglari is owned by institutional shareholders (119.79%), insiders (0.45%), and public (-20.24%). The largest institutional shareholder of Biglari is BIGLARI CAPITAL CORP. (95.08% of total shares) and the top mutual fund owner is AMG Funds IV (0.00% of total shares).
Who are the major institutional shareholders of Biglari?
Biglari's major institutional shareholders are BIGLARI CAPITAL CORP., DIMENSIONAL FUND ADVISORS LP, BLACKROCK INC., VANGUARD GROUP INC, and NUVEEN ASSET MANAGEMENT, LLC. The top five shareholders own together 109.09% of the company's share outstanding.
How many Biglari shareholders are there?
As of Jun 2024, there are 71 institutional shareholders of Biglari.
What percentage of Biglari is owned by BIGLARI CAPITAL CORP?
BIGLARI CAPITAL CORP owns 1.35M shares of Biglari, representing 95.08% of the company's total shares outstanding, valued at $260.88M (as of Jun 2024).
What percentage of Biglari is owned by DIMENSIONAL FUND ADVISORS LP?
As of Jun 2024, DIMENSIONAL FUND ADVISORS LP holds 89.8K shares of Biglari (BH), compromising 6.33% of the company, valued at $17.37M.
What percentage of Biglari is owned by BLACKROCK INC?
BLACKROCK INC is the third largest holder of Biglari. The company owns 53.42K of the company's shares outstanding (worth $10.33M).