Who owns BIRK
Which tracked institutional funds hold BIRK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BIRK company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
BIRK’s largest tracked holder by dollar value, Catterton Management Company, L.L.C., sizes it at 98.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 98.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BIRK 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 2026-Q1 and 2026-Q2, we do not read how tracked institutions changed their BIRK positions: many holders could not be matched across the two filings, most often because the security’s identifier changed and our mapping is incomplete, or because funds are still filing for the newer quarter. Over the same quarter, there were no open-market insider Form 4s.
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
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Catterton Management Company, L.L.C. | 99,416,513 | $4.3B | 62.6% | 2026-Q2 |
| BAMCO INC /NY/ added | 14,739,609 | $634M | 9.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 4,647,810 | $200M | 2.9% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 4,129,412 | $178M | 2.6% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added | 2,865,895 | $123M | 1.8% | 2026-Q2 |
| FMR LLC trimmed | 2,786,998 | $120M | 1.8% | 2026-Q2 |
| UBS Group AG added | 2,694,836 | $116M | 1.7% | 2026-Q2 |
| NORGES BANK added | 2,179,036 | $94M | 1.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,149,317 | $92M | 1.4% | 2026-Q2 |
| WESTFIELD CAPITAL MANAGEMENT CO LP trimmed | 1,967,122 | $85M | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,662,717 | $72M | 1.0% | 2026-Q2 |
| Swedbank AB | 1,600,000 | $69M | 1.0% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,390,500 | $60M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,146,255 | $49M | 0.7% | 2026-Q2 |
| Lunate Capital Ltd new | 1,010,000 | $43M | 0.6% | 2026-Q2 |
| Anomaly Capital Management, LP trimmed | 936,368 | $40M | 0.6% | 2026-Q2 |
| PRIMECAP MANAGEMENT CO/CA/ added | 910,100 | $39M | 0.6% | 2026-Q2 |
| BlackRock, Inc. trimmed | 879,306 | $38M | 0.6% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 857,748 | $37M | 0.5% | 2026-Q2 |
| Artisan Partners Limited Partnership trimmed | 754,949 | $32M | 0.5% | 2026-Q2 |
| Mediolanum International Funds Ltd new | 717,852 | $31M | 0.5% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 696,970 | $30M | 0.4% | 2026-Q2 |
| RICE HALL JAMES & ASSOCIATES, LLC added | 629,868 | $27M | 0.4% | 2026-Q2 |
| TD Asset Management Inc trimmed | 596,194 | $26M | 0.4% | 2026-Q2 |
| STATE STREET CORP trimmed | 494,333 | $21M | 0.3% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 448,445 | $19M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 404,538 | $17M | 0.3% | 2026-Q2 |
| FIL Ltd | 385,000 | $17M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 332,473 | $14M | 0.2% | 2026-Q2 |
| Woodline Partners LP trimmed | 252,919 | $11M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 227,178 | $10M | 0.1% | 2026-Q2 |
| Pier Capital, LLC added | 224,017 | $10M | 0.1% | 2026-Q2 |
| SCP Investment, LP new | 215,000 | $9M | 0.1% | 2026-Q2 |
| PLATINUM INVESTMENT MANAGEMENT LTD trimmed | 210,000 | $9M | 0.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 209,964 | $9M | 0.1% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 195,200 | $8M | 0.1% | 2026-Q2 |
| HARRIS ASSOCIATES L P new | 185,100 | $8M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 183,912 | $8M | 0.1% | 2026-Q2 |
| Lombard Odier Asset Management (Europe) Ltd added | 183,541 | $8M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 150,883 | $6M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 139,695 | $6M | 0.1% | 2026-Q2 |
| Nuveen, LLC added | 133,573 | $6M | 0.1% | 2026-Q2 |
| Crestwood Capital Management, L.P. trimmed | 121,658 | $5M | 0.1% | 2026-Q2 |
| Roubaix Capital, LLC trimmed | 119,258 | $5M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 110,898 | $5M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC added | 99,537 | $4M | 0.1% | 2026-Q2 |
| Summerhill Capital Management lnc. added | 97,263 | $4M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 93,176 | $4M | 0.1% | 2026-Q2 |
| Lisanti Capital Growth, LLC new | 87,120 | $4M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP new | 85,770 | $4M | 0.1% | 2026-Q2 |
| TCW GROUP INC new | 85,100 | $4M | 0.1% | 2026-Q2 |
| Sculptor Capital LP new | 80,800 | $3M | 0.1% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 79,698 | $3M | 0.1% | 2026-Q2 |
| ABN AMRO INVESTMENT SOLUTIONS trimmed | 78,063 | $3M | 0.0% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 77,190 | $3M | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 75,678 | $3M | 0.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 74,881 | $3M | 0.0% | 2026-Q2 |
| MARSHALL WACE, LLP added | 72,808 | $3M | 0.0% | 2026-Q2 |
| Invesco Ltd. trimmed | 72,304 | $3M | 0.0% | 2026-Q2 |
| SEI INVESTMENTS CO added | 63,970 | $3M | 0.0% | 2026-Q2 |
| Aurora Investment Counsel trimmed | 57,846 | $2M | 0.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 54,857 | $2M | 0.0% | 2026-Q2 |
| Man Group plc added | 51,642 | $2M | 0.0% | 2026-Q2 |
| INVESTMENT HOUSE LLC new | 49,178 | $2M | 0.0% | 2026-Q2 |
| Oak Thistle LLC added | 47,125 | $2M | 0.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC | 44,907 | $2M | 0.0% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 44,641 | $2M | 0.0% | 2026-Q2 |
| Expect Equity LLC added | 43,750 | $2M | 0.0% | 2026-Q2 |
| BW Gestao de Investimentos Ltda. trimmed | 40,564 | $2M | 0.0% | 2026-Q2 |
| KORNITZER CAPITAL MANAGEMENT INC /KS trimmed | 40,000 | $2M | 0.0% | 2026-Q2 |
| AMF Tjanstepension AB new | 37,359 | $2M | 0.0% | 2026-Q2 |
| Cerity Partners LLC added | 34,909 | $2M | 0.0% | 2026-Q2 |
| Legato Capital Management LLC added | 33,285 | $1M | 0.0% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 32,967 | $1M | 0.0% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. new | 32,959 | $1M | 0.0% | 2026-Q2 |
| Creative Planning added | 31,854 | $1M | 0.0% | 2026-Q2 |
| Daiwa Securities Group Inc. new | 30,600 | $1M | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 30,059 | $1M | 0.0% | 2026-Q2 |
| CREDIT INDUSTRIEL ET COMMERCIAL trimmed | 30,000 | $1M | 0.0% | 2026-Q2 |
| Advocacy Wealth Management, LLC trimmed | 28,609 | $1M | 0.0% | 2026-Q2 |
| CITIGROUP INC trimmed | 27,930 | $1M | 0.0% | 2026-Q2 |
| Aquatic Capital Management LLC new | 24,575 | $1M | 0.0% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 23,511 | $842K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 23,062 | $992K | 0.0% | 2026-Q2 |
| Advisory Services Network, LLC added | 21,555 | $928K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 21,339 | $918K | 0.0% | 2026-Q2 |
| Renaissance Capital LLC trimmed | 20,481 | $881K | 0.0% | 2026-Q2 |
| FORA Capital, LLC new | 18,462 | $795K | 0.0% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 18,221 | $784K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey trimmed | 17,585 | $757K | 0.0% | 2026-Q2 |
| Mariner, LLC added | 16,727 | $720K | 0.0% | 2026-Q2 |
| Jump Financial, LLC trimmed | 16,341 | $703K | 0.0% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 16,149 | $695K | 0.0% | 2026-Q2 |
| Sciencast Management LP new | 16,066 | $691K | 0.0% | 2026-Q2 |
| MACQUARIE GROUP LTD | 15,149 | $652K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 15,147 | $658K | 0.0% | 2026-Q2 |
| Twin Tree Management, LP added | 15,007 | $646K | 0.0% | 2026-Q2 |
| WASHINGTON CAPITAL MANAGEMENT, INC added | 14,350 | $617K | 0.0% | 2026-Q2 |
| Venturi Wealth Management, LLC trimmed | 13,554 | $583K | 0.0% | 2026-Q2 |
| Aster Capital Management (DIFC) Ltd added | 13,285 | $653K | 0.0% | 2026-Q2 |
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.