BLOOMIN BRANDS INC (BLMN)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 87,236,663 shares against 85,620,917 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $62.6M | 6,844,981 | 0.00% | 8q | +6.4%+$3.8M |
| Starboard Value LP | $38.2M | 4,180,992 | 0.84% | 12q | -47.6%-$34.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $35.2M | 3,854,874 | 0.02% | 8q | -1.4%-$494.7K |
| DIMENSIONAL FUND ADVISORS LP | $32.0M | 3,497,179 | 0.01% | 31q | +58.4%+$11.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $31.1M | 3,406,274 | 0.00% | 2q | +3.7%+$1.1M |
| AQR CAPITAL MANAGEMENT LLC | $30.4M | 3,322,042 | 0.01% | 21q | +1.6%+$475.3K |
| NOMURA HOLDINGS INC | $26.8M | 2,929,829 | 0.03% | new | NEW |
| LSV ASSET MANAGEMENT | $26.3M | 2,881,090 | 0.05% | 20q | -0.6%-$163.1K |
| GOLDMAN SACHS GROUP INC | $24.8M | 2,710,292 | 0.00% | 31q | +33.8%+$6.3M |
| Miller Value Partners, LLC | $23.6M | 2,585,909 | 5.59% | 2q | +27.0%+$5.0M |
| Erste Asset Management GmbH | $22.9M | 2,500,000 | 0.18% | 25q | HELD |
| STATE STREET CORP | $22.3M | 2,442,983 | 0.00% | 31q | +6.0%+$1.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $21.6M | 2,362,673 | 0.00% | 2q | +12.2%+$2.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $20.5M | 2,243,511 | 0.00% | 31q | -9.6%-$2.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $19.8M | 2,164,606 | 0.00% | 31q | +11.2%+$2.0M |
| FEDERATED HERMES, INC. | $19.1M | 2,094,615 | 0.03% | 6q | +3.3%+$603.8K |
| TWO SIGMA INVESTMENTS, LP | $18.9M | 2,072,427 | 0.01% | 16q | -19.6%-$4.6M |
| AMERICAN CENTURY COMPANIES INC | $18.0M | 1,966,926 | 0.01% | 24q | +54.3%+$6.3M |
| UBS Group AG | $15.4M | 1,681,442 | 0.00% | 31q | +105.6%+$7.9M |
| ROYAL BANK OF CANADA | $15.3M | 1,678,792 | 0.00% | 31q | +7768.7%+$15.1M |
| RENAISSANCE TECHNOLOGIES LLC | $14.5M | 1,589,300 | 0.02% | 3q | +329.8%+$11.1M |
| ALLIANCEBERNSTEIN L.P. | $13.4M | 2,477,863 | 0.00% | 31q | -20.6%-$3.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $13.2M | 1,441,767 | 0.02% | 6q | +5.0%+$625.5K |
| MORGAN STANLEY | $11.7M | 1,277,854 | 0.00% | 35q | -20.2%-$2.9M |
| D. E. Shaw & Co., Inc. | $10.5M incl. $3.5M options CALL+PUT | 758,886 | 0.00% | 31q | +24.7%+$2.1M |
| NORTHERN TRUST CORP | $10.1M | 1,104,369 | 0.00% | 31q | +48.6%+$3.3M |
| Qube Research & Technologies Ltd | $9.9M | 1,083,439 | 0.01% | 3q | +15.9%+$1.4M |
| MILLENNIUM MANAGEMENT LLC | $9.8M | 1,075,757 | 0.00% | 24q | -24.0%-$3.1M |
| PRUDENTIAL FINANCIAL INC | $8.4M | 918,735 | 0.01% | 31q | -68.0%-$17.8M |
| CITADEL ADVISORS LLC | $8.2M incl. $2.0M options CALL+PUT | 683,497 | 0.00% | 31q | +15.1%+$1.1M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $8.0M | 873,618 | 0.03% | 2q | +58.7%+$3.0M |
| Nuveen, LLC | $7.9M | 861,248 | 0.00% | 6q | +293.9%+$5.9M |
| FRANKLIN RESOURCES INC | $7.0M | 763,844 | 0.00% | 20q | +1203.2%+$6.4M |
| Prosperitas Financial LLC | $6.3M | 688,054 | 2.01% | new | NEW |
| MACKENZIE FINANCIAL CORP | $5.8M | 634,973 | 0.01% | new | NEW |
| Jupiter Topco LLC | $5.7M | 625,618 | 0.00% | new | FIRST |
| VANGUARD FIDUCIARY TRUST CO | $4.7M | 513,213 | 0.00% | 2q | -3.5%-$172.2K |
| Trexquant Investment LP | $4.4M | 486,305 | 0.03% | 5q | -36.4%-$2.5M |
| WELLS FARGO & COMPANY/MN | $4.2M | 461,931 | 0.00% | 31q | +3.0%+$122.9K |
| Allianz Asset Management GmbH | $4.2M | 457,901 | 0.00% | new | NEW |
| Invesco Ltd. | $3.9M | 427,259 | 0.00% | 31q | -9.5%-$412.1K |
| JANE STREET GROUP, LLC | $3.6M CALL+PUT | options only | 0.00% | 28q | OPTIONS |
| Point72 Asset Management, L.P. | $3.3M | 364,309 | 0.00% | 3q | -37.8%-$2.0M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.1M | 342,148 | 0.05% | 2q | +127.8%+$1.8M |
| GROUP ONE TRADING LLC | $3.1M incl. $2.2M options CALL+PUT | 97,120 | 0.00% | 31q | -8.7%-$296.1K |
| CIBC Bancorp USA Inc. | $2.9M | 319,761 | 0.00% | new | NEW |
| PICTON MAHONEY ASSET MANAGEMENT | $2.9M | 313,944 | 0.02% | new | NEW |
| Susquehanna Portfolio Strategies, LLC | $2.7M | 296,680 | 0.04% | 4q | -9.3%-$279.6K |
| Bank of New York Mellon Corp | $2.7M | 290,147 | 0.00% | 31q | +13.0%+$305.6K |
| IEQ CAPITAL, LLC | $2.5M | 270,678 | 0.01% | 2q | +97.0%+$1.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $2.3M | 256,750 | 0.00% | 7q | +11.0%+$233.3K |
| Empowered Funds, LLC | $2.3M | 248,133 | 0.01% | 2q | -64.0%-$4.0M |
| IMC-Chicago, LLC | $1.9M CALL+PUT | options only | 0.00% | 6q | OPTIONS |
| Vanguard Global Advisers, LLC | $1.8M | 198,374 | 0.00% | 2q | -18.4%-$409.0K |
| BANK OF AMERICA CORP /DE/ | $1.8M | 196,557 | 0.00% | 31q | +24.5%+$354.0K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $1.7M | 188,326 | 0.00% | 5q | +0.7%+$11.5K |
| RAYMOND JAMES FINANCIAL INC | $1.6M | 180,045 | 0.00% | 7q | -23.7%-$512.1K |
| JPMORGAN CHASE & CO | $1.6M | 177,427 | 0.00% | 31q | +403.6%+$1.3M |
| Polymer Capital Management (US) LLC | $1.6M | 174,068 | 0.21% | 4q | +849.4%+$1.4M |
| Invst, LLC | $1.6M | 173,440 | 0.15% | new | NEW |
| MARSHALL WACE, LLP | $1.6M | 171,432 | 0.00% | 8q | -76.1%-$5.0M |
| Mariner, LLC | $1.6M | 170,250 | 0.00% | 2q | +191.1%+$1.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M CALL+PUT | options only | 0.00% | 31q | OPTIONS |
| Creative Planning | $1.5M | 164,719 | 0.00% | 8q | +67.5%+$606.7K |
| ExodusPoint Capital Management, LP | $1.4M | 154,702 | 0.01% | 3q | +8.7%+$112.8K |
| Swiss National Bank | $1.4M | 153,900 | 0.00% | 31q | +4.0%+$53.9K |
| Campbell & CO Investment Adviser LLC | $1.3M | 145,719 | 0.07% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.3M | 138,157 | 0.00% | 31q | -5.4%-$72.5K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $1.3M | 137,900 | 0.00% | 3q | HELD |
| Russell Investments Group, Ltd. | $1.3M | 137,296 | 0.00% | 31q | +23.7%+$240.7K |
| Jain Global LLC | $1.2M | 131,373 | 0.00% | 2q | +620.5%+$1.0M |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $1.2M | 131,120 | 0.08% | new | NEW |
| Verdad Advisers, LP | $1.2M | 130,000 | 1.14% | 3q | +30.0%+$274.2K |
| Jump Financial, LLC | $1.2M | 127,360 | 0.01% | 2q | +277.1%+$855.4K |
| Engineers Gate Manager LP | $1.1M | 125,141 | 0.01% | 2q | -60.1%-$1.7M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $1.1M | 124,695 | 0.02% | new | NEW |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $1.1M | 120,900 | 0.01% | 3q | -5.7%-$66.7K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.1M | 114,834 | 0.00% | 31q | +20.9%+$181.2K |
| ARISTEIA CAPITAL, L.L.C. | $1.0M | 114,814 | 0.01% | 3q | -38.6%-$658.3K |
| RHUMBLINE ADVISERS | $1,000.0K | 109,408 | 0.00% | 31q | +4.0%+$38.0K |
| WOLVERINE ASSET MANAGEMENT LLC | $982.3K | 107,472 | 0.01% | 2q | HELD |
| CANADA PENSION PLAN INVESTMENT BOARD | $970.7K | 106,200 | 0.00% | new | NEW |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $955.5K | 104,546 | 0.00% | new | NEW |
| CAXTON ASSOCIATES LLP | $887.3K | 97,076 | 0.02% | new | NEW |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $873.9K | 95,612 | 0.00% | 31q | +35.7%+$229.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $858.9K | 93,967 | 0.00% | 2q | +116.2%+$461.7K |
| SIMPLEX TRADING, LLC | $834.5K CALL+PUT | options only | 0.00% | 31q | OPTIONS |
| STRS OHIO | $831.7K | 91,000 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $814.8K | 89,142 | 0.00% | 34q | +27.2%+$174.5K |
| GSA CAPITAL PARTNERS LLP | $813.0K | 88,976 | 0.05% | 2q | +84.2%+$371.7K |
| Walleye Capital LLC | $768.5K incl. $284.3K options CALL+PUT | 52,978 | 0.00% | 14q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $762.6K | 91,440 | 0.00% | 6q | +97.5%+$376.4K |
| SEI INVESTMENTS CO | $745.4K | 81,540 | 0.00% | 31q | -84.1%-$3.9M |
| SG Americas Securities, LLC | $743.0K | 81,300 | 0.00% | 6q | -4.4%-$34.4K |
| Dynamic Technology Lab Private Ltd | $720.0K | 78,743 | 0.16% | 6q | +241.1%+$508.9K |
| Walleye Trading LLC | $657.6K incl. $345.5K options CALL+PUT | 34,147 | 0.00% | 31q | +3.3%+$20.9K |
| Thrivent Financial for Lutherans | $641.0K | 70,118 | 0.00% | new | NEW |
| LPL Financial LLC | $627.4K | 68,647 | 0.00% | 25q | HELD |
| Cerity Partners LLC | $614.5K | 67,227 | 0.00% | 2q | +102.6%+$311.1K |
| Pacific Ridge Capital Partners, LLC | $603.7K | 66,045 | 0.11% | 15q | -1.1%-$6.9K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-08 | 13G | Dimensional Fund Advisors LP | 5.2% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-29 | 2026-09-25 | Material agreement entered | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 41 | $12.6M | 1,613,643 | 8 | 13 | 9 | 0.5% |
| Q2 2026 | 243 | $804.9M | 87,236,663 | 41 | 81 | 77 | 2.1% |
| Q1 2026 | 229 | $451.3M | 81,622,915 | 54 | 63 | 74 | 1.8% |
| Q4 2025 | 234 | $535.4M | 85,483,029 | 40 | 55 | 97 | 1.5% |
| Q3 2025 | 233 | $645.8M | 86,438,783 | 37 | 65 | 90 | 2.0% |
| Q2 2025 | 233 | $794.1M | 89,862,823 | 28 | 92 | 69 | 2.5% |
| Q1 2025 | 244 | $653.1M | 87,585,239 | 47 | 83 | 73 | 1.8% |
| Q4 2024 | 234 | $1.1B | 89,111,855 | 31 | 73 | 78 | 5.1% |
| Q3 2024 | 247 | $1.5B | 90,893,423 | 51 | 70 | 87 | 2.6% |
| Q2 2024 | 242 | $1.8B | 89,899,136 | 29 | 86 | 85 | 2.2% |
| Q1 2024 | 291 | $2.8B | 95,827,651 | 49 | 69 | 111 | 1.8% |
| Q4 2023 | 274 | $2.9B | 100,734,049 | 27 | 79 | 113 | 1.9% |
| Q3 2023 | 278 | $2.5B | 99,891,506 | 38 | 72 | 113 | 1.7% |
| Q2 2023 | 269 | $2.8B | 100,856,691 | 34 | 89 | 92 | 1.4% |
| Q1 2023 | 279 | $2.6B | 98,671,151 | 38 | 96 | 93 | 1.7% |
| Q4 2022 | 286 | $2.0B | 94,171,717 | 53 | 80 | 106 | 4.3% |
| Q3 2022 | 244 | $33.6B | 1,829,196,655 | 21 | 99 | 83 | 0.2% |
| Q2 2022 | 263 | $30.5B | 1,828,202,761 | 37 | 95 | 93 | 0.3% |
| Q1 2022 | 275 | $39.9B | 1,812,867,401 | 48 | 93 | 93 | 0.3% |
| Q4 2021 | 262 | $47.3B | 2,223,845,632 | 49 | 91 | 71 | 0.4% |
| Q3 2021 | 269 | $43.4B | 1,728,839,194 | 50 | 80 | 91 | 0.3% |
| Q2 2021 | 255 | $46.9B | 1,721,947,003 | 34 | 87 | 81 | 0.3% |
| Q1 2021 | 261 | $46.6B | 1,717,781,328 | 68 | 59 | 96 | 0.3% |
| Q4 2020 | 234 | $3.6B | 181,044,456 | 43 | 62 | 75 | 3.5% |
| Q3 2020 | 223 | $35.5B | 2,371,034,633 | 37 | 56 | 91 | 0.2% |
| Q2 2020 | 220 | $24.1B | 2,259,315,573 | 55 | 72 | 66 | 0.2% |
| Q1 2020 | 212 | $1.4B | 201,351,601 | 42 | 66 | 75 | 0.5% |
| Q4 2019 | 215 | $4.7B | 212,321,219 | 26 | 52 | 97 | 0.4% |
| Q3 2019 | 212 | $4.7B | 244,764,433 | 37 | 64 | 86 | 0.4% |
| Q2 2019 | 221 | $4.4B | 229,461,864 | 50 | 79 | 65 | 0.4% |
| Q1 2019 | 206 | $4.7B | 226,659,801 | 36 | 76 | 65 | 0.4% |
| Q4 2018 | 197 | $6.4B | 356,357,497 | 5 | 2 | 3 | 0.2% |
