Titelia

Fund shareholders of Bloomin' Brands Inc

ISIN US0942351083 · United States · LEI E1UJ2GO305B5FXGV7N04

Fund shareholders
201
Of which ETFs
45 156 other funds
Value held
142.8M $
Share of capital
28.7 % of 85.6M shares on Aug 3, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,330,97812.6M $0.00 %2.72 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 2,082,40211.2M $0.02 %2.43 %as of Mar 31, 2026
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 1,423,6978.7M $0.09 %1.66 %as of Feb 28, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 876,5024.7M $0.01 %1.02 %as of Mar 31, 2026
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 860,6475.2M $0.28 %1.01 %as of Apr 30, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 838,3505.1M $0.02 %0.98 %as of Apr 30, 2026
Avantis U.S. Small Cap Value ETF American Century ETF Trust 813,5505M $0.02 %0.95 %as of Feb 28, 2026
AB Small Cap Value Portfolio AB CAP FUND, INC. 682,7564.2M $0.73 %0.80 %as of Feb 28, 2026
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 643,0713.9M $0.23 %0.75 %as of Feb 28, 2026
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 566,1863.5M $0.02 %0.66 %as of Apr 30, 2026
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 562,2793.4M $0.02 %0.66 %as of Apr 30, 2026
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 438,9442.4M $0.03 %0.51 %as of Mar 31, 2026
iShares Russell 2000 Growth ETF iShares Trust 435,0692.3M $0.02 %0.51 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 416,4272.5M $0.02 %0.49 %as of Feb 28, 2026
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 402,7652.2M $0.50 %0.47 %as of Mar 31, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 388,6062.4M $0.08 %0.45 %as of Apr 30, 2026
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 368,6422.3M $0.01 %0.43 %as of Feb 28, 2026
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 358,1762.2M $0.01 %0.42 %as of Apr 30, 2026
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 352,8562.2M $0.02 %0.41 %as of Apr 30, 2026
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 337,7312.1M $0.09 %0.39 %as of Apr 30, 2026
PGIM Quant Solutions Large-Cap Core Fund Prudential Investment Portfolios 9 329,3002M $0.20 %0.38 %as of Apr 30, 2026
Dimensional US Small Cap Value ETF Dimensional ETF Trust 321,0752M $0.03 %0.37 %as of Apr 30, 2026
VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND 304,4871.9M $0.03 %0.36 %as of Feb 28, 2026
Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series 297,3441.8M $0.24 %0.35 %as of Apr 30, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 280,0011.7M $0.01 %0.33 %as of Apr 30, 2026
iShares Russell 2000 Value ETF iShares Trust 266,0591.4M $0.01 %0.31 %as of Mar 31, 2026
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 263,0821.6M $0.03 %0.31 %as of Feb 28, 2026
Bridge Builder Large Cap Value Fund Bridge Builder Trust 259,7001.4M $0.01 %0.30 %as of Mar 31, 2026
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 253,6051.4M $0.06 %0.30 %as of Mar 31, 2026
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 236,7251.4M $0.04 %0.28 %as of Apr 30, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 236,3511.4M $0.00 %0.28 %as of Feb 28, 2026
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 209,1001.1M $0.01 %0.24 %as of Mar 31, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 198,0291.2M $0.02 %0.23 %as of Apr 30, 2026
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 186,7431.1M $0.16 %0.22 %as of Apr 30, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 186,1481.1M $0.02 %0.22 %as of Apr 30, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 169,468915.1K $0.01 %0.20 %as of Mar 31, 2026
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 168,7081M $0.06 %0.20 %as of Feb 28, 2026
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 159,800862.9K $0.08 %0.19 %as of Mar 31, 2026
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 157,542964.2K $0.12 %0.18 %as of Feb 28, 2026
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 149,713808.5K $0.54 %0.17 %as of Mar 31, 2026
Miller Value Partners Appreciation ETF Advisor Managed Portfolios 141,099761.9K $1.23 %0.16 %as of Mar 31, 2026
Master Small Cap Index Series Quantitative Master Series LLC 140,952761.1K $0.02 %0.16 %as of Mar 31, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 139,141851.5K $0.00 %0.16 %as of Feb 28, 2026
Optimum Small-Mid Cap Value Fund Optimum Fund Trust 137,900744.7K $0.10 %0.16 %as of Mar 31, 2026
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 130,450798.4K $0.03 %0.15 %as of Feb 28, 2026
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 126,900776.6K $0.00 %0.15 %as of Feb 28, 2026
AST Large-Cap Equity Portfolio Advanced Series Trust 126,200681.5K $0.04 %0.15 %as of Mar 31, 2026
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 122,078747.1K $0.03 %0.14 %as of Feb 28, 2026
Avantis U.S. Small Cap Value Fund American Century ETF Trust 119,691732.5K $0.05 %0.14 %as of Feb 28, 2026
LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND 115,000701.5K $0.11 %0.13 %as of Apr 30, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 112,025685.6K $0.00 %0.13 %as of Feb 28, 2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 110,190595K $0.00 %0.13 %as of Mar 31, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 109,587668.5K $0.00 %0.13 %as of Apr 30, 2026
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 106,460574.9K $0.13 %0.12 %as of Mar 31, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 102,895627.7K $0.00 %0.12 %as of Apr 30, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 101,724620.5K $0.02 %0.12 %as of Apr 30, 2026
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 98,100600.4K $0.39 %0.11 %as of Feb 28, 2026
Mercer US Small/Mid Cap Equity Fund Mercer Funds 89,400482.8K $0.03 %0.10 %as of Mar 31, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 88,231476.4K $0.01 %0.10 %as of Mar 31, 2026
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 83,921453.2K $0.03 %0.10 %as of Mar 31, 2026
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 80,048432.3K $0.23 %0.09 %as of Mar 31, 2026
Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST 78,129476.6K $0.03 %0.09 %as of Apr 30, 2026
Harbor Mid Cap Value Fund HARBOR FUNDS 77,800474.6K $0.11 %0.09 %as of Apr 30, 2026
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 76,313412.1K $0.21 %0.09 %as of Mar 31, 2026
SIMT Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 75,077405.4K $0.03 %0.09 %as of Mar 31, 2026
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 73,300395.8K $0.00 %0.09 %as of Mar 31, 2026
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 64,711394.7K $0.14 %0.08 %as of Apr 30, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 63,313386.2K $0.00 %0.07 %as of Apr 30, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 59,156360.9K $0.00 %0.07 %as of Apr 30, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 57,452310.2K $0.02 %0.07 %as of Mar 31, 2026
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 53,700328.6K $0.04 %0.06 %as of Feb 28, 2026
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 51,307277.1K $0.03 %0.06 %as of Mar 31, 2026
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 50,837311.1K $0.00 %0.06 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 47,705292K $0.02 %0.06 %as of Feb 28, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 46,890253.2K $0.02 %0.05 %as of Mar 31, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 44,411271.8K $0.00 %0.05 %as of Feb 28, 2026
AQR Small Cap Multi-Style Fund AQR Funds 43,031232.4K $0.16 %0.05 %as of Mar 31, 2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 40,602219.3K $0.01 %0.05 %as of Mar 31, 2026
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 39,957215.8K $0.02 %0.05 %as of Mar 31, 2026
FULLERTHALER BEHAVIORAL MICRO-CAP EQUITY FUND Capitol Series Trust 39,900215.5K $0.98 %0.05 %as of Mar 31, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 39,136238.7K $0.00 %0.05 %as of Apr 30, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 39,002210.6K $0.00 %0.05 %as of Mar 31, 2026
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 38,601236.2K $0.03 %0.05 %as of Feb 28, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 37,326201.6K $0.00 %0.04 %as of Mar 31, 2026
Small Cap Index Fund Northern Funds 36,806198.8K $0.01 %0.04 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 36,381221.9K $0.02 %0.04 %as of Apr 30, 2026
SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 36,298196K $0.00 %0.04 %as of Mar 31, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 34,731211.9K $0.00 %0.04 %as of Apr 30, 2026
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 34,148208.3K $0.02 %0.04 %as of Apr 30, 2026
Small Cap Index Fund VALIC Co I 33,704206.3K $0.02 %0.04 %as of Feb 28, 2026
Avantis U.S. Equity ETF American Century ETF Trust 32,318197.8K $0.00 %0.04 %as of Feb 28, 2026
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 31,711193.4K $0.03 %0.04 %as of Apr 30, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 30,970167.2K $0.01 %0.04 %as of Mar 31, 2026
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 30,764166.1K $0.05 %0.04 %as of Mar 31, 2026
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 30,069183.4K $0.02 %0.04 %as of Apr 30, 2026
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 28,300173.2K $0.09 %0.03 %as of Feb 28, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 28,293152.8K $0.01 %0.03 %as of Mar 31, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 27,306147.5K $0.02 %0.03 %as of Mar 31, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 27,235166.1K $0.01 %0.03 %as of Apr 30, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 26,621143.8K $0.01 %0.03 %as of Mar 31, 2026

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Miller Value Partners Appreciation ETF Advisor Managed Portfolios 1.23 %as of Mar 31, 2026
FULLERTHALER BEHAVIORAL MICRO-CAP EQUITY FUND Capitol Series Trust 0.98 %as of Mar 31, 2026
AB Small Cap Value Portfolio AB CAP FUND, INC. 0.73 %as of Feb 28, 2026
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 0.54 %as of Mar 31, 2026
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 0.50 %as of Mar 31, 2026
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 0.39 %as of Feb 28, 2026
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 0.28 %as of Apr 30, 2026
Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series 0.24 %as of Apr 30, 2026
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 0.23 %as of Mar 31, 2026
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 0.23 %as of Feb 28, 2026

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2201-2924,578,506-19.4 %
2026Q1230030,506,824+4.3 %
2025Q4230-129,248,028-4.2 %
2025Q3231-1130,527,028-8.8 %
2025Q2242-1633,471,556-8.2 %
2025Q1258-2236,447,475-7.1 %
2024Q4280-739,230,269-7.1 %
2024Q3287-2742,232,085-2.5 %
2024Q2314+143,299,204-2.1 %
2024Q1313-3444,222,670-2.0 %
2023Q434745,123,503

Institutional managers

219 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
Starboard Value LP7,980,99243.1M $as of Mar 31, 2026
BlackRock, Inc.6,430,74334.7M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP3,908,99821.1M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC3,270,03717.7M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.3,119,55019.2M $as of Mar 31, 2026
LSV ASSET MANAGEMENT2,898,93915.7K $as of Mar 31, 2026
PRUDENTIAL FINANCIAL INC2,868,66515.5M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP2,577,18213.9M $as of Mar 31, 2026
Erste Asset Management GmbH2,500,00013.4M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,480,76413.4M $as of Mar 31, 2026
STATE STREET CORP2,304,50612.4M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,208,12211.9M $as of Mar 31, 2026
Miller Value Partners, LLC2,036,73411M $as of Mar 31, 2026
FEDERATED HERMES, INC.2,028,55411M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC2,025,95510.9M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,946,60710.5M $as of Mar 31, 2026
MORGAN STANLEY1,600,4978.6M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC1,415,9057.6M $as of Mar 31, 2026
COMMONWEALTH EQUITY SERVICES, LLC1,373,3357.4M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC1,274,7076.9M $as of Mar 31, 2026
Qube Research & Technologies Ltd934,9115M $as of Mar 31, 2026
JANE STREET GROUP, LLC846,7694.6M $as of Mar 31, 2026
UBS Group AG818,0074.4M $as of Mar 31, 2026
Trexquant Investment LP764,8564.1M $as of Mar 31, 2026
NORTHERN TRUST CORP743,1894M $as of Mar 31, 2026

Declared shareholders of Bloomin' Brands Inc

2 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
BlackRock, Inc. 7.30 %6,236,421as of Mar 31, 2026 · SCHEDULE 13G
Starboard Value LP and 14 others4.90 %4,180,992as of May 8, 2026 · SCHEDULE 13D

Funds holding the debt of Bloomin' Brands Inc

7 funds declare 7 bond lines of this company. The amount is the one filed, never a share of the debt: no regulator publishes the amount outstanding in open access.

FundBond linesValue
Invesco BulletShares 2029 High Yield Corporate Bond ETF1490.4K $as of Feb 28, 2026
Xtrackers USD High Yield BB-B ex Financials ETF1473.2K $as of Feb 28, 2026
Invesco High Yield Systematic Bond ETF1429.3K $as of Apr 30, 2026
iShares iBonds 2029 Term High Yield and Income ETF1402.4K $as of Apr 30, 2026
iShares Core Universal USD Bond ETF1304K $as of Apr 30, 2026
VELA INCOME OPPORTUNITIES FUND1266.4K $as of Mar 31, 2026
RiverNorth/Oaktree High Income Fund1146.6K $as of Mar 31, 2026
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Titelia. "Fund shareholders of Bloomin' Brands Inc". https://titelia.com/en/stocks/bloomin-brands-inc-US0942351083