Biglari Ownership | Who Owns Biglari?

Biglari Ownership Summary

Biglari is owned by 121.70% institutional investors, 0.45% insiders. Biglari capital is the largest institutional shareholder, holding 95.08% of BH shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 0.59% of its assets in Biglari shares.

BH Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Biglari	121.70%	0.45%	-22.15%
Sector	Consumer Cyclical Stocks	59.49%	12.59%	27.92%
Industry	Restaurants Stocks	73.98%	8.86%	17.16%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Biglari capital	1.35M	95.08%	$260.88M
Dimensional fund advisors lp	89.80K	6.33%	$17.37M
Blackrock	53.42K	3.77%	$10.33M
Vanguard group	38.97K	2.75%	$7.54M
Nuveen asset management	16.62K	1.17%	$3.21M
Geode capital management	16.12K	1.14%	$3.12M
Bridgeway capital management	14.92K	1.05%	$2.88M
State street	12.76K	0.90%	$2.47M
Acuitas investments	12.54K	0.88%	$2.42M
Connor, clark & lunn investment management	11.79K	0.83%	$2.28M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Biglari capital	1.35M	39.71%	$260.88M
Acuitas investments	12.54K	1.30%	$2.42M
Marquette asset management	2.32K	0.08%	$449.42K
Bridgeway capital management	14.92K	0.07%	$2.88M
Gsa capital partners llp	2.52K	0.03%	$487.00K
Empowered funds	8.72K	0.03%	$1.69M
Martingale asset management l p	3.28K	0.01%	$635.06K
Ritholtz wealth management	1.53K	0.01%	$296.26K
Connor, clark & lunn investment management	11.79K	0.01%	$2.28M
O'shaughnessy asset management	3.15K	0.01%	$609.15K

Top Buyers

Holder	Shares	% Assets	Change
Vanguard group	38.97K	0.00%	10.03K
Dimensional fund advisors lp	89.80K	0.00%	1.29K
O'shaughnessy asset management	3.15K	0.01%	977.00
Connor, clark & lunn investment management	11.79K	0.01%	888.00
Empowered funds	8.72K	0.03%	540.00

Top Sellers

Holder	Shares	% Assets	Change
Acuitas investments	12.54K	1.30%	-3.74K
Two sigma advisers, lp	-	-	-2.06K
Jpmorgan chase	568.00	-	-1.34K
Virtu financial	-	-	-1.18K
Jane street group	-	-	-1.15K

New Positions

Holder	Shares	% Assets	Change	Value
Corebridge financial	391.00	0.00%	391.00	$75.61K
Mirae asset global etfs	347.00	0.00%	347.00	$67.10K
Farther finance advisors	4.00	-	4.00	$760.00
Cibc private wealth group	4.00	-	4.00	$740.00
Cwm	3.00	-	3.00	$1.00K

Sold Out

Holder	Change
Ubs asset management americas	-2.00
Financial synergies wealth advisors	-5.00
Td waterhouse canada	-10.00
Qube research	-13.00
Metropolitan life insurance co/ny	-42.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2024	68	-	1,690,735	0.25%	119	0.86%	25	-28.57%	22	69.23%
Dec 31, 2023	68	1.49%	1,686,519	0.77%	117	0.88%	35	29.63%	13	-43.48%
Sep 30, 2023	67	-6.94%	1,673,690	-0.03%	115	0.88%	27	-12.90%	23	9.52%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	18.32K	0.59%	-
iShares Russell 2000 ETF	17.64K	0.57%	-42.00
DFA US Targeted Value I	15.54K	0.50%	210.00
Vanguard Institutional Extnd Mkt Idx Tr	15.30K	0.49%	-
VT Holland Advisors Equity I GBP Acc	12.00K	0.39%	1.49K
Nuveen Quant Small Cap Equity R6	11.94K	0.38%	-
DFA US Small Cap I	11.40K	0.37%	-
DFA US Small Cap Value I	9.99K	0.32%	-
DFA US Micro Cap I	9.58K	0.31%	-
EA Bridgeway Omni Small-Cap Value ETF	9.21K	0.30%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 16, 2024	BIGLARI, SARDAR	Chairman and CEO	Buy	$135.24K
Dec 12, 2024	BIGLARI, SARDAR	Chairman and CEO	Buy	$55.96K
Dec 13, 2024	BIGLARI, SARDAR	Chairman and CEO	Buy	$30.08K
Dec 16, 2024	BIGLARI, SARDAR	Chairman and CEO	Buy	$164.59K
Dec 13, 2024	BIGLARI, SARDAR	Chairman and CEO	Buy	$19.72K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	32	-
2024 Q1	16	-
2023 Q4	10	-
2023 Q3	3	-
2022 Q4	-	-

BH Ownership FAQ

Who Owns Biglari?

Biglari shareholders are primarily institutional investors at 121.70%, followed by 0.45% insiders and -22.15% retail investors. The average institutional ownership in Biglari's industry, Restaurants Stocks , is 73.98%, which Biglari exceeds.

Who owns the most shares of Biglari?

Biglari’s largest shareholders are Biglari capital (1.35M shares, 95.08%), Dimensional fund advisors lp (89.8K shares, 6.33%), and Blackrock (53.42K shares, 3.77%). Together, they hold 105.17% of Biglari’s total shares outstanding.

Does Blackrock own Biglari?

Yes, BlackRock owns 3.77% of Biglari, totaling 53.42K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 10.33M$. In the last quarter, BlackRock increased its holdings by 520 shares, a 0.98% change.

Who is Biglari’s biggest shareholder by percentage of total assets invested?

Biglari capital is Biglari’s biggest shareholder by percentage of total assets invested, with 39.71% of its assets in 1.35M Biglari shares, valued at 260.88M$.

Who is the top mutual fund holder of Biglari shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Biglari shares, with 0.59% of its total shares outstanding invested in 18.32K Biglari shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools