Biglari Ownership | Who Owns Biglari?

Biglari Ownership Summary

Biglari is owned by 119.79% 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	119.79%	0.45%	-20.24%
Sector	Consumer Cyclical Stocks	57.35%	11.97%	30.68%
Industry	Restaurants Stocks	71.20%	9.63%	19.17%

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 %
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%
Jun 30, 2023	72	-	1,674,205	1.45%	114	0.90%	31	-11.43%	21	-

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
Nov 15, 2024	BIGLARI, SARDAR	Chairman and CEO	Buy	$1.08M
Nov 19, 2024	BIGLARI, SARDAR	Chairman and CEO	Buy	$157.81K
Nov 19, 2024	BIGLARI, SARDAR	Chairman and CEO	Buy	$831.74K
Nov 18, 2024	BIGLARI, SARDAR	Chairman and CEO	Buy	$1.03M
Nov 18, 2024	BIGLARI, SARDAR	Chairman and CEO	Buy	$206.71K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	12	-
2024 Q1	16	-
2023 Q4	10	-
2023 Q3	3	-
2022 Q4	-	-

BH Ownership FAQ

Who Owns Biglari?

Biglari shareholders are primarily institutional investors at 119.79%, followed by 0.45% insiders and -20.24% retail investors. The average institutional ownership in Biglari's industry, Restaurants Stocks , is 71.20%, 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.

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