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Institutional Ownership · SEC Form 13F

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.

508
Institutional holders
55,206,289
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed3,429,800$146M8.6%2026-Q1
Broad Bay Capital Management, LP added2,734,120$117M6.9%2026-Q1
ARISTEIA CAPITAL, L.L.C.2,053,678$88M5.1%2026-Q1
Troluce Capital Advisors LLC added2,000,000$85M5.0%2026-Q1
CI INVESTMENTS INC. trimmed1,699,706$73M4.3%2026-Q1
Sixth Street Partners Management Company, L.P. added1,553,822$66M3.9%2026-Q1
T. Rowe Price Investment Management, Inc. added1,533,649$65M3.8%2026-Q1
GAMCO INVESTORS, INC. ET AL trimmed1,332,063$57M3.3%2026-Q1
GABELLI FUNDS LLC added1,312,639$56M3.3%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD added1,246,516$53M3.1%2026-Q1
FIL Ltd added939,716$40M2.4%2026-Q1
DIMENSIONAL FUND ADVISORS LP added935,115$40M2.3%2026-Q1
Southpoint Capital Advisors LP added900,000$38M2.3%2026-Q1
BREACH INLET CAPITAL MANAGEMENT, LLC added867,265$37M2.2%2026-Q1
JANUS HENDERSON GROUP PLC added834,765$36M2.1%2026-Q1
Harvey Partners, LLC added806,000$34M2.0%2026-Q1
Tensile Capital Management LP753,879$32M1.9%2026-Q1
SOUTHEASTERN ASSET MANAGEMENT INC/TN/671,014$29M1.7%2026-Q1
UBS Group AG added610,463$26M1.5%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new527,224$25M1.5%2026-Q1
TUDOR INVESTMENT CORP ET AL added509,435$22M1.3%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed464,149$20M1.2%2026-Q1
NORTHERN TRUST CORP added422,235$18M1.1%2026-Q1
River Road Asset Management, LLC added316,644$14M0.8%2026-Q1
MORGAN STANLEY added285,101$13M0.8%2026-Q1
HIGHBRIDGE CAPITAL MANAGEMENT LLC trimmed310,215$13M0.8%2026-Q1
JPMORGAN CHASE & CO added310,215$13M0.8%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added305,041$13M0.8%2026-Q1
LOOMIS SAYLES & CO L P trimmed304,082$13M0.8%2026-Q1
Bayberry Capital Partners LP trimmed291,000$12M0.7%2026-Q1
BOOTHBAY FUND MANAGEMENT, LLC added280,386$12M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new278,447$12M0.7%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added232,255$11M0.6%2026-Q1
STATE STREET CORP trimmed216,061$10M0.6%2026-Q1
PARTHENON LLC223,665$10M0.6%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed217,446$9M0.5%2026-Q1
HBK INVESTMENTS L P trimmed198,469$8M0.5%2026-Q1
Roundview Capital LLC trimmed176,080$8M0.5%2026-Q1
Freshford Capital Management, LLC trimmed190,762$8M0.5%2026-Q1
SCOPUS ASSET MANAGEMENT, L.P. trimmed189,666$8M0.5%2026-Q1
CITADEL ADVISORS LLC added188,642$8M0.5%2026-Q1
Composition Wealth, LLC added185,159$8M0.5%2026-Q1
SG Americas Securities, LLC trimmed184,058$8M0.5%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added176,690$8M0.4%2026-Q1
Cinctive Capital Management LP added167,289$7M0.4%2026-Q1
Elgethun Capital Management added164,330$7M0.4%2026-Q1
MARSHALL WACE, LLP added155,502$7M0.4%2026-Q1
NEEDHAM INVESTMENT MANAGEMENT LLC added145,000$6M0.4%2026-Q1
Pekin Hardy Strauss, Inc. new134,515$6M0.3%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed103,617$5M0.3%2026-Q1
Focus Partners Wealth added100,272$5M0.3%2026-Q1
VELA Investment Management, LLC added109,086$5M0.3%2026-Q1
BISLETT MANAGEMENT, LLC added103,330$4M0.3%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new93,093$4M0.3%2026-Q1
Advisors Capital Management, LLC trimmed102,004$4M0.3%2026-Q1
AWH Capital, L.P.100,600$4M0.3%2026-Q1
CHILTON INVESTMENT CO INC. added100,250$4M0.3%2026-Q1
Alta Fundamental Advisers LLC new100,000$4M0.3%2026-Q1
Hudson Value Partners, LLC trimmed90,177$4M0.2%2026-Q1
Creative Planning added98,999$4M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added93,751$4M0.2%2026-Q1
Swiss National Bank added91,336$4M0.2%2026-Q1
BOYAR ASSET MANAGEMENT INC. added78,101$3M0.2%2026-Q1
SCOPIA CAPITAL MANAGEMENT LP trimmed77,728$3M0.2%2026-Q1
GABELLI & Co INVESTMENT ADVISERS, INC. added77,618$3M0.2%2026-Q1
INTREPID CAPITAL MANAGEMENT INC added76,293$3M0.2%2026-Q1
Greenland Capital Management LP trimmed69,552$3M0.2%2026-Q1
CHICKASAW CAPITAL MANAGEMENT LLC trimmed62,709$3M0.2%2026-Q1
RHUMBLINE ADVISERS added62,750$3M0.2%2026-Q1
D. E. Shaw & Co., Inc. added58,868$3M0.1%2026-Q1
GOLDMAN SACHS GROUP INC trimmed53,142$3M0.1%2026-Q1
Capula Management Ltd added58,641$3M0.1%2026-Q1
OP Asset Management Ltd new54,429$2M0.1%2026-Q1
State of New Jersey Common Pension Fund D trimmed52,435$2M0.1%2026-Q1
TD Asset Management Inc51,968$2M0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added49,714$2M0.1%2026-Q1
Invesco Ltd. added48,232$2M0.1%2026-Q1
HAWK RIDGE CAPITAL MANAGEMENT LP43,331$2M0.1%2026-Q1
EVERETT HARRIS & CO /CA/ added47,824$2M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added47,166$2M0.1%2026-Q1
HighTower Advisors, LLC trimmed46,605$2M0.1%2026-Q1
HORIZON KINETICS ASSET MANAGEMENT LLC added45,931$2M0.1%2026-Q1
Michelson Medical Research Foundation, Inc. new45,130$2M0.1%2026-Q1
CITIGROUP INC added44,226$2M0.1%2026-Q1
Quantinno Capital Management LP trimmed42,924$2M0.1%2026-Q1
VANGUARD GROUP INC trimmed589,257$25M1.5%2025-Q4 stale
SCHWARTZ INVESTMENT COUNSEL INC542,264$21M1.3%2025-Q4 stale
DENDUR CAPITAL LP new430,000$20M1.2%2025-Q2 stale
Irenic Capital Management LP trimmed372,105$17M1.0%2025-Q2 stale
Aspen Grove Capital, LLC added348,212$16M1.0%2025-Q2 stale
AMERIPRISE FINANCIAL INC trimmed144,675$6M0.3%2025-Q1 stale
JNE Partners LLP trimmed120,955$5M0.3%2025-Q3 stale
BERKSHIRE HATHAWAY INC trimmed115,428$5M0.3%2025-Q4 stale
Indaba Capital Management, L.P.93,811$4M0.3%2025-Q2 stale
ZACKS INVESTMENT MANAGEMENT added98,592$4M0.2%2025-Q3 stale
Murphy, Middleton, Hinkle & Parker, Inc. new76,530$3M0.2%2025-Q4 stale
Tribune Investment Group LP new60,000$2M0.1%2025-Q1 stale
1832 Asset Management L.P.50,000$2M0.1%2025-Q3 stale
Aurora Investment Counsel added47,437$2M0.1%2025-Q4 stale
MARK ASSET MANAGEMENT LP added44,189$2M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership