Who owns BATRA (BATRA)
Which tracked institutional funds hold BATRA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BATRA company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
100 tracked funds added or opened BATRA while 37 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BATRA’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes BATRA more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BATRA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 371 tracked filers holding BATRA, 178 increased or opened the position and 137 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BATRA between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 26
- VANGUARD CAPITAL MANAGEMENT LLC$111M
- VANGUARD PORTFOLIO MANAGEMENT LLC$31M
- VANGUARD FIDUCIARY TRUST CO$17M
- Pekin Hardy Strauss, Inc.$6M
- Alta Fundamental Advisers LLC$4M
- Capula Management Ltd$3M
Full exits 10
- VANGUARD GROUP INC$122M
- SCHWARTZ INVESTMENT COUNSEL INC$21M
- BERKSHIRE HATHAWAY INC$5M
- Murphy, Middleton, Hinkle & Parker, Inc.$3M
- Aurora Investment Counsel$2M
- Atom Investors LP$937K
Largest adds
- Troluce Capital Advisors LLC$64M
- T. Rowe Price Investment Management, Inc.$63M
- Sixth Street Partners Management Company, L.P.$37M
- MILLENNIUM MANAGEMENT LLC$33M
- Broad Bay Capital Management, LP$30M
- STATE OF WISCONSIN INVESTMENT BOARD$11M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$52M
- WELLINGTON MANAGEMENT GROUP LLP$20M
- HAWK RIDGE CAPITAL MANAGEMENT LP$9M
- HBK INVESTMENTS L P$8M
- SCOPIA CAPITAL MANAGEMENT LP$6M
- Freshford Capital Management, LLC$6M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 3,429,800 | $146M | 8.6% | 2026-Q1 |
| Broad Bay Capital Management, LP added | 2,734,120 | $117M | 6.9% | 2026-Q1 |
| ARISTEIA CAPITAL, L.L.C. | 2,053,678 | $88M | 5.1% | 2026-Q1 |
| Troluce Capital Advisors LLC added | 2,000,000 | $85M | 5.0% | 2026-Q1 |
| CI INVESTMENTS INC. trimmed | 1,699,706 | $73M | 4.3% | 2026-Q1 |
| Sixth Street Partners Management Company, L.P. added | 1,553,822 | $66M | 3.9% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 1,533,649 | $65M | 3.8% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL trimmed | 1,332,063 | $57M | 3.3% | 2026-Q1 |
| GABELLI FUNDS LLC added | 1,312,639 | $56M | 3.3% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 1,246,516 | $53M | 3.1% | 2026-Q1 |
| FIL Ltd added | 939,716 | $40M | 2.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 935,115 | $40M | 2.3% | 2026-Q1 |
| Southpoint Capital Advisors LP added | 900,000 | $38M | 2.3% | 2026-Q1 |
| BREACH INLET CAPITAL MANAGEMENT, LLC added | 867,265 | $37M | 2.2% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 834,765 | $36M | 2.1% | 2026-Q1 |
| Harvey Partners, LLC added | 806,000 | $34M | 2.0% | 2026-Q1 |
| Tensile Capital Management LP | 753,879 | $32M | 1.9% | 2026-Q1 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 671,014 | $29M | 1.7% | 2026-Q1 |
| UBS Group AG added | 610,463 | $26M | 1.5% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 527,224 | $25M | 1.5% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 509,435 | $22M | 1.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 464,149 | $20M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 422,235 | $18M | 1.1% | 2026-Q1 |
| River Road Asset Management, LLC added | 316,644 | $14M | 0.8% | 2026-Q1 |
| MORGAN STANLEY added | 285,101 | $13M | 0.8% | 2026-Q1 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC trimmed | 310,215 | $13M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 310,215 | $13M | 0.8% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 305,041 | $13M | 0.8% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 304,082 | $13M | 0.8% | 2026-Q1 |
| Bayberry Capital Partners LP trimmed | 291,000 | $12M | 0.7% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 280,386 | $12M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 278,447 | $12M | 0.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 232,255 | $11M | 0.6% | 2026-Q1 |
| STATE STREET CORP trimmed | 216,061 | $10M | 0.6% | 2026-Q1 |
| PARTHENON LLC | 223,665 | $10M | 0.6% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 217,446 | $9M | 0.5% | 2026-Q1 |
| HBK INVESTMENTS L P trimmed | 198,469 | $8M | 0.5% | 2026-Q1 |
| Roundview Capital LLC trimmed | 176,080 | $8M | 0.5% | 2026-Q1 |
| Freshford Capital Management, LLC trimmed | 190,762 | $8M | 0.5% | 2026-Q1 |
| SCOPUS ASSET MANAGEMENT, L.P. trimmed | 189,666 | $8M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 188,642 | $8M | 0.5% | 2026-Q1 |
| Composition Wealth, LLC added | 185,159 | $8M | 0.5% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 184,058 | $8M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 176,690 | $8M | 0.4% | 2026-Q1 |
| Cinctive Capital Management LP added | 167,289 | $7M | 0.4% | 2026-Q1 |
| Elgethun Capital Management added | 164,330 | $7M | 0.4% | 2026-Q1 |
| MARSHALL WACE, LLP added | 155,502 | $7M | 0.4% | 2026-Q1 |
| NEEDHAM INVESTMENT MANAGEMENT LLC added | 145,000 | $6M | 0.4% | 2026-Q1 |
| Pekin Hardy Strauss, Inc. new | 134,515 | $6M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 103,617 | $5M | 0.3% | 2026-Q1 |
| Focus Partners Wealth added | 100,272 | $5M | 0.3% | 2026-Q1 |
| VELA Investment Management, LLC added | 109,086 | $5M | 0.3% | 2026-Q1 |
| BISLETT MANAGEMENT, LLC added | 103,330 | $4M | 0.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 93,093 | $4M | 0.3% | 2026-Q1 |
| Advisors Capital Management, LLC trimmed | 102,004 | $4M | 0.3% | 2026-Q1 |
| AWH Capital, L.P. | 100,600 | $4M | 0.3% | 2026-Q1 |
| CHILTON INVESTMENT CO INC. added | 100,250 | $4M | 0.3% | 2026-Q1 |
| Alta Fundamental Advisers LLC new | 100,000 | $4M | 0.3% | 2026-Q1 |
| Hudson Value Partners, LLC trimmed | 90,177 | $4M | 0.2% | 2026-Q1 |
| Creative Planning added | 98,999 | $4M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 93,751 | $4M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 91,336 | $4M | 0.2% | 2026-Q1 |
| BOYAR ASSET MANAGEMENT INC. added | 78,101 | $3M | 0.2% | 2026-Q1 |
| SCOPIA CAPITAL MANAGEMENT LP trimmed | 77,728 | $3M | 0.2% | 2026-Q1 |
| GABELLI & Co INVESTMENT ADVISERS, INC. added | 77,618 | $3M | 0.2% | 2026-Q1 |
| INTREPID CAPITAL MANAGEMENT INC added | 76,293 | $3M | 0.2% | 2026-Q1 |
| Greenland Capital Management LP trimmed | 69,552 | $3M | 0.2% | 2026-Q1 |
| CHICKASAW CAPITAL MANAGEMENT LLC trimmed | 62,709 | $3M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 62,750 | $3M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 58,868 | $3M | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 53,142 | $3M | 0.1% | 2026-Q1 |
| Capula Management Ltd added | 58,641 | $3M | 0.1% | 2026-Q1 |
| OP Asset Management Ltd new | 54,429 | $2M | 0.1% | 2026-Q1 |
| State of New Jersey Common Pension Fund D trimmed | 52,435 | $2M | 0.1% | 2026-Q1 |
| TD Asset Management Inc | 51,968 | $2M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 49,714 | $2M | 0.1% | 2026-Q1 |
| Invesco Ltd. added | 48,232 | $2M | 0.1% | 2026-Q1 |
| HAWK RIDGE CAPITAL MANAGEMENT LP | 43,331 | $2M | 0.1% | 2026-Q1 |
| EVERETT HARRIS & CO /CA/ added | 47,824 | $2M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 47,166 | $2M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 46,605 | $2M | 0.1% | 2026-Q1 |
| HORIZON KINETICS ASSET MANAGEMENT LLC added | 45,931 | $2M | 0.1% | 2026-Q1 |
| Michelson Medical Research Foundation, Inc. new | 45,130 | $2M | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 44,226 | $2M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 42,924 | $2M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 589,257 | $25M | 1.5% | 2025-Q4 stale |
| SCHWARTZ INVESTMENT COUNSEL INC | 542,264 | $21M | 1.3% | 2025-Q4 stale |
| DENDUR CAPITAL LP new | 430,000 | $20M | 1.2% | 2025-Q2 stale |
| Irenic Capital Management LP trimmed | 372,105 | $17M | 1.0% | 2025-Q2 stale |
| Aspen Grove Capital, LLC added | 348,212 | $16M | 1.0% | 2025-Q2 stale |
| AMERIPRISE FINANCIAL INC trimmed | 144,675 | $6M | 0.3% | 2025-Q1 stale |
| JNE Partners LLP trimmed | 120,955 | $5M | 0.3% | 2025-Q3 stale |
| BERKSHIRE HATHAWAY INC trimmed | 115,428 | $5M | 0.3% | 2025-Q4 stale |
| Indaba Capital Management, L.P. | 93,811 | $4M | 0.3% | 2025-Q2 stale |
| ZACKS INVESTMENT MANAGEMENT added | 98,592 | $4M | 0.2% | 2025-Q3 stale |
| Murphy, Middleton, Hinkle & Parker, Inc. new | 76,530 | $3M | 0.2% | 2025-Q4 stale |
| Tribune Investment Group LP new | 60,000 | $2M | 0.1% | 2025-Q1 stale |
| 1832 Asset Management L.P. | 50,000 | $2M | 0.1% | 2025-Q3 stale |
| Aurora Investment Counsel added | 47,437 | $2M | 0.1% | 2025-Q4 stale |
| MARK ASSET MANAGEMENT LP added | 44,189 | $2M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.