Fund shareholders of Biglari Holdings Inc
ISIN US08986R3093 · United States · LEI 549300GLWWSODF8TM682
- Fund shareholders
- 132
- Of which ETFs
- 29 103 other funds
- Value held
- 81.2M $
This issuer has other securities: Biglari Holdings Inc (US08986R4083)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 20,257 | 8.6M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 18,829 | 8M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 15,476 | 6.2M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 14,456 | 5.7M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 11,764 | 4.7M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 11,213 | 4.5M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 7,926 | 3.2M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 7,760 | 3.1M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 7,281 | 2.9M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 7,132 | 3M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 6,944 | 2.8M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 6,526 | 2.8M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Pacer US Small Cap Cash Cows 100 ETF Pacer Funds Trust | 5,761 | 2.3M $ | 0.06 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 4,952 | 2M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 4,427 | 1.3M $ | 0.01 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,428 | 995.8K $ | 0.01 % | as of May 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,951 | 1.2M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND | 2,887 | 838.6K $ | 0.01 % | as of May 31, 2026 ↗ |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 2,717 | 1.2M $ | 0.09 % | as of Jun 30, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 2,625 | 1.1M $ | 0.08 % | as of Jun 30, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,443 | 971.1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 2,356 | 936.5K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 2,315 | 986.3K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 2,116 | 614.7K $ | 0.00 % | as of May 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 1,666 | 662.2K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 1,535 | 445.9K $ | 0.00 % | as of May 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 1,472 | 585.1K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 1,209 | 515.1K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 1,173 | 499.7K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 1,131 | 481.8K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,079 | 428.9K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 1,041 | 302.4K $ | 0.01 % | as of May 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 862 | 367.2K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 811 | 345.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 800 | 318K $ | 0.04 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 783 | 227.4K $ | 0.02 % | as of May 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 766 | 304.5K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 669 | 285K $ | 0.09 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 667 | 193.8K $ | 0.00 % | as of May 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 600 | 255.6K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Small Cap Value Fund VALIC Co I | 554 | 160.9K $ | 0.06 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 520 | 151K $ | 0.01 % | as of May 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 514 | 204.3K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 509 | 216.8K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 485 | 206.6K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 472 | 187.6K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 440 | 187.5K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 400 | 116.2K $ | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 395 | 168.3K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 370 | 147.1K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 366 | 155.9K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 363 | 144.3K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 360 | 153.4K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 327 | 130K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 326 | 138.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 288 | 122.7K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 274 | 116.7K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 270 | 115K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 267 | 106.1K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 260 | 75.5K $ | 0.01 % | as of May 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 245 | 97.4K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 236 | 93.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 234 | 99.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 233 | 99.3K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 210 | 89.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 204 | 86.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 183 | 78K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 182 | 52.9K $ | 0.00 % | as of May 31, 2026 ↗ |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 178 | 75.8K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 162 | 69K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| KraneShares Man Buyout Beta Index ETF Krane Shares Trust | 161 | 68.6K $ | 0.41 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 160 | 63.6K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 146 | 62.2K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 145 | 61.8K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 131 | 55.8K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 131 | 55.8K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 128 | 54.5K $ | 0.16 % | as of Jun 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 123 | 52.4K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 122 | 48.5K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 118 | 46.9K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 112 | 47.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 108 | 46K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 101 | 43K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 96 | 40.9K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 92 | 36.6K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 90 | 38.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 83 | 33K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 82 | 32.6K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 75 | 21.8K $ | 0.02 % | as of May 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 69 | 27.4K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 67 | 28.5K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 64 | 27.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 60 | 17.4K $ | 0.00 % | as of May 31, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 57 | 24.3K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 56 | 23.9K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 56 | 23.9K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 55 | 23.4K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 48 | 13.9K $ | 0.00 % | as of May 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 47 | 20K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 45 | 17.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| KraneShares Man Buyout Beta Index ETF Krane Shares Trust | 0.41 % | as of Jun 30, 2026 ↗ |
| Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 0.16 % | as of Jun 30, 2026 ↗ |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 0.09 % | as of Jun 30, 2026 ↗ |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 0.09 % | as of Jun 30, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 0.08 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.06 % | as of Jun 30, 2026 ↗ |
| Small Cap Value Fund VALIC Co I | 0.06 % | as of May 31, 2026 ↗ |
| Pacer US Small Cap Cash Cows 100 ETF Pacer Funds Trust | 0.06 % | as of Jul 31, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 0.05 % | as of Jun 30, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 0.05 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 132 | -4 | 204,039 | -10.5 % |
| 2026Q2 | 136 | +1 | 227,855 | -1.0 % |
| 2026Q1 | 135 | 0 | 230,270 | -9.2 % |
| 2025Q4 | 135 | +6 | 253,551 | +15.7 % |
| 2025Q3 | 129 | -5 | 219,099 | -6.8 % |
| 2025Q2 | 134 | +13 | 235,070 | +13.4 % |
| 2025Q1 | 121 | +6 | 207,368 | +2.7 % |
| 2024Q4 | 115 | -1 | 201,897 | +1.9 % |
| 2024Q3 | 116 | -2 | 198,224 | +3.0 % |
| 2024Q2 | 118 | +5 | 192,375 | -0.3 % |
| 2024Q1 | 113 | +2 | 192,858 | +3.0 % |
| 2023Q4 | 111 | 187,182 |
Institutional managers
108 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BIGLARI CAPITAL CORP. | 1,417,285 | 467.1M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 102,247 | 33.7M $ | as of Mar 31, 2026 |
| Swiss Life Asset Management Ltd | 66,094 | 1.2M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 45,046 | 14.8M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 32,207 | 10.6M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 22,415 | 7.4M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 21,742 | 7.2M $ | as of Mar 31, 2026 |
| Trexquant Investment LP | 21,710 | 7.2M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 19,938 | 6.6M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 17,409 | 5.7M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 17,342 | 5.7M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 13,943 | 4.6M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 13,834 | 4.6M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 12,308 | 3.8M $ | as of Mar 31, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | 11,339 | 3.7M $ | as of Mar 31, 2026 |
| XTX Topco Ltd | 10,605 | 3.5M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 10,354 | 3.4M $ | as of Mar 31, 2026 |
| TUDOR INVESTMENT CORP ET AL | 9,700 | 3.2M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 9,353 | 3.1M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 8,595 | 2.8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 6,933 | 2.3M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6,839 | 2.3M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 5,934 | 2M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 5,570 | 1.8M $ | as of Mar 31, 2026 |
| Point72 Asset Management, L.P. | 5,224 | 1.7M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Fund shareholders of Biglari Holdings Inc". https://titelia.com/en/stocks/biglari-holdings-inc-US08986R3093