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BLBD — BLUE BIRD CORP

Reported value held$1.17B
Funds holding (latest)42
SectorConsumer Discretionary
Funds holding (Q2 2026)36
Institutional value$1.00B · 13.51M sh
New / Add / Cut / Exit3 / 17 / 15 / 2
Top-5 / Top-10 concentration65.6% / 80.7%
Institutional holdings change Reducing -6.3% (-908.07K sh)
Institutional value change Up +24.1%

As of Q2 2026, 36 SEC-registered investment managers reported holding BLBD (BLUE BIRD CORP) in their latest 13F filings, with a combined reported value of $1.00B across 13.51M shares. That is -6.3% by share count (-908.07K shares) versus the previous quarter, while reported value moved +24.1%. Ownership is concentrated: the five largest holders account for 65.6% of reported value and the top ten for 80.7%.

Compared with the prior quarter, 3 opened new positions, 17 added to existing stakes, 15 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

BLBD is classified in the Consumer Discretionary sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 36 funds

FundSharesValuePortfolio WeightChange
Fidelity Management & Research (FMR) history 3.02M $238.25M 0.01% Add
BlackRock Inc history 2.63M $207.49M 0.00% Add
Wellington Management Group history 995.19K $78.58M 0.01% Reduce
Geode Capital Management history 874.05K $69.03M 0.00% Add
Bank of America Corp history 805.03K $63.57M 0.00% Add
Goldman Sachs Group history 578.97K $45.72M 0.00% Add
AQR Capital Management history 438.90K $34.66M 0.01% Add
Marshall Wace history 311.12K $24.57M 0.02% Add
Northern Trust Corp history 300.70K $23.74M 0.00% Add
Charles Schwab Investment Management history 293.44K $23.17M 0.00% Reduce
Lazard Asset Management history 265.46K $20.96M 0.03% Reduce
D. E. Shaw & Co history 206.87K $16.33M 0.01% Reduce
Renaissance Technologies history 206.54K $16.31M 0.02% Reduce
Morgan Stanley history 201.36K $15.90M 0.00% Reduce
Invesco Ltd history 191.22K $15.10M 0.00% Add
Royce & Associates history 191.12K $15.09M 0.12% Add
JPMorgan Chase & Co history 175.46K $13.74M 0.00% New
Deutsche Bank AG history 139.28K $11.00M 0.00% Reduce
Wells Fargo & Co history 119.02K $9.40M 0.00% Add
Two Sigma Investments history 114.25K $9.02M 0.01% Reduce
BNY Mellon history 111.65K $8.82M 0.00% Add
UBS Group AG history 108.01K $8.53M 0.00% Add
Franklin Resources history 85.99K $6.79M 0.00% Reduce
Principal Global Investors history 61.49K $4.86M 0.00% Add
Arrowstreet Capital history 49.28K $3.89M 0.00% Reduce
Millennium Management history 49.26K $3.89M 0.00% Reduce
Prudential Financial history 40.58K $3.20M 0.00% Reduce
Citadel Advisors history 34.05K $2.69M 0.00% Reduce
Citigroup Inc history 32.66K $2.58M 0.00% Reduce
Legal & General Investment Management America history 26.30K $2.08M 0.00% Reduce
Manulife Financial history 15.11K $1.19M 0.00% Add
Balyasny Asset Management history 15.08K $1.19M 0.00% New
CPP Investments history 5.70K $450.07K 0.00% Hold
Amundi US history 3.10K $245.17K 0.00% New
T. Rowe Price Associates history 818.48K $64.63K 0.01% Add
PNC Financial Services history 26 $2.05K 0.00% Add

Q1 2026 — 35 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 2.59M $147.09M 0.00% Hold
Fidelity Management & Research (FMR) history 2.54M $144.33M 0.01% Reduce
Janus Henderson Group history 1.10M $62.67M 0.03% Add
Wellington Management Group history 1.02M $57.82M 0.01% Reduce
Geode Capital Management history 827.12K $46.98M 0.00% Add
D. E. Shaw & Co history 585.17K $33.23M 0.02% Add
Two Sigma Investments history 557.60K $31.67M 0.03% Add
Bank of America Corp history 529.35K $30.06M 0.00% Add
Goldman Sachs Group history 525.90K $29.87M 0.00% Reduce
AQR Capital Management history 379.50K $21.55M 0.01% Add
Renaissance Technologies history 367.54K $20.87M 0.03% Reduce
Deutsche Bank AG history 325.24K $18.47M 0.01% Add
Charles Schwab Investment Management history 306.78K $17.42M 0.00% Add
Lazard Asset Management history 304.20K $17.28M 0.03% Add
Northern Trust Corp history 286.84K $16.29M 0.00% Add
Millennium Management history 286.58K $16.27M 0.01% Add
Morgan Stanley history 264.93K $15.05M 0.00% Reduce
Arrowstreet Capital history 235.19K $13.36M 0.01% Reduce
Royce & Associates history 181.75K $10.32M 0.10% Add
Marshall Wace history 170.91K $9.71M 0.01% Reduce
Franklin Resources history 143.35K $8.14M 0.00% Reduce
BNY Mellon history 105.71K $6.00M 0.00% Reduce
Citadel Advisors history 104.23K $5.92M 0.00% Add
Invesco Ltd history 100.43K $5.70M 0.00% Reduce
UBS Group AG history 89.40K $5.08M 0.00% Reduce
Citigroup Inc history 60.37K $3.43M 0.00% Reduce
Principal Global Investors history 56.62K $3.22M 0.00% Add
Point72 Asset Management history 50.83K $2.89M 0.00% Reduce
Prudential Financial history 44.74K $2.54M 0.00% Add
Wells Fargo & Co history 30.99K $1.76M 0.00% Reduce
Legal & General Investment Management America history 29.45K $1.67M 0.00% Reduce
Manulife Financial history 13.77K $781.83K 0.00% Reduce
CPP Investments history 5.70K $323.70K 0.00% Add
T. Rowe Price Associates history 195.85K $11.12K 0.00% Add
PNC Financial Services history 20 $1.14K 0.00% Reduce

Q4 2025 — 37 funds

FundSharesValuePortfolio WeightChange
Fidelity Management & Research (FMR) history 3.02M $142.13M 0.01% Reduce
BlackRock Inc history 2.60M $122.13M 0.00% Add
Vanguard Group history 2.04M $95.93M 0.00% Add
Wellington Management Group history 1.05M $49.26M 0.01% Add
Janus Henderson Group history 777.62K $36.53M 0.02% Add
Geode Capital Management history 769.20K $36.16M 0.00% Hold
Goldman Sachs Group history 712.71K $33.50M 0.00% Add
D. E. Shaw & Co history 563.32K $26.48M 0.02% Add
Bank of America Corp history 509.77K $23.96M 0.00% Add
Morgan Stanley history 428.63K $20.15M 0.00% Add
Renaissance Technologies history 415.44K $19.53M 0.03% Add
Deutsche Bank AG history 322.31K $15.15M 0.01% Reduce
Marshall Wace history 306.37K $14.40M 0.01% Reduce
Charles Schwab Investment Management history 287.56K $13.52M 0.00% Reduce
Arrowstreet Capital history 282.98K $13.30M 0.01% Add
Northern Trust Corp history 277.91K $13.06M 0.00% Reduce
UBS Group AG history 277.80K $13.06M 0.00% Add
Two Sigma Investments history 268.53K $12.62M 0.02% Add
AQR Capital Management history 243.56K $11.45M 0.01% Add
Millennium Management history 223.45K $10.50M 0.01% Add
Royce & Associates history 177.92K $8.36M 0.09% Add
JPMorgan Chase & Co history 161.63K $7.60M 0.00% Reduce
Franklin Resources history 156.53K $7.36M 0.00% Add
Invesco Ltd history 123.01K $5.78M 0.00% Reduce
BNY Mellon history 107.85K $5.07M 0.00% Reduce
Citigroup Inc history 87.52K $4.11M 0.00% Reduce
Point72 Asset Management history 85.73K $4.03M 0.01% New
Lazard Asset Management history 65.82K $3.09M 0.01% Add
Wells Fargo & Co history 53.83K $2.53M 0.00% Add
Citadel Advisors history 48.67K $2.29M 0.00% Reduce
Principal Global Investors history 41.56K $1.95M 0.00% Add
Legal & General Investment Management America history 34.62K $1.63M 0.00% Reduce
Manulife Financial history 14.31K $672.66K 0.00% Reduce
Prudential Financial history 8.63K $405.61K 0.00% Reduce
CPP Investments history 2.40K $112.80K 0.00% New
T. Rowe Price Associates history 165.25K $7.77K 0.00% Add
PNC Financial Services history 25 $1.18K 0.00% Reduce

Q3 2025 — 36 funds

FundSharesValuePortfolio WeightChange
Fidelity Management & Research (FMR) history 3.89M $223.71M 0.01% Reduce
BlackRock Inc history 2.41M $138.88M 0.00% Reduce
Vanguard Group history 1.91M $109.66M 0.00% Reduce
Wellington Management Group history 1.04M $59.83M 0.01% Reduce
JPMorgan Chase & Co history 925.85K $53.28M 0.01% Add
Geode Capital Management history 766.08K $44.09M 0.00% Reduce
Janus Henderson Group history 693.14K $39.89M 0.02% Add
D. E. Shaw & Co history 539.74K $31.06M 0.02% Add
Bank of America Corp history 502.70K $28.93M 0.00% Reduce
Marshall Wace history 425.21K $24.47M 0.03% Add
Deutsche Bank AG history 417.18K $24.01M 0.01% Add
Renaissance Technologies history 349.84K $20.13M 0.03% Add
Charles Schwab Investment Management history 300.93K $17.32M 0.00% Reduce
Morgan Stanley history 284.24K $16.36M 0.00% Reduce
Northern Trust Corp history 283.16K $16.30M 0.00% Reduce
Goldman Sachs Group history 239.72K $13.80M 0.00% Add
AQR Capital Management history 231.47K $13.32M 0.01% Reduce
Invesco Ltd history 208.98K $12.03M 0.00% Add
Millennium Management history 198.57K $11.43M 0.01% Reduce
Two Sigma Investments history 176.53K $10.16M 0.02% Reduce
Royce & Associates history 162.82K $9.37M 0.09% Add
Citadel Advisors history 139.06K $8.00M 0.00% Reduce
Franklin Resources history 138.38K $7.42M 0.00% Reduce
Arrowstreet Capital history 115.70K $6.66M 0.00% New
BNY Mellon history 111.75K $6.43M 0.00% Add
UBS Group AG history 106.15K $6.11M 0.00% Reduce
Citigroup Inc history 92.39K $5.32M 0.00% Reduce
Balyasny Asset Management history 72.44K $4.17M 0.01% Reduce
Lazard Asset Management history 43.95K $2.53M 0.00% Add
Wells Fargo & Co history 39.53K $2.28M 0.00% Add
Legal & General Investment Management America history 37.57K $2.16M 0.00% Add
Principal Global Investors history 28.65K $1.65M 0.00% Reduce
Manulife Financial history 14.50K $834.53K 0.00% Reduce
Prudential Financial history 10.79K $621.25K 0.00% Hold
T. Rowe Price Associates history 147.38K $8.48K 0.00% Add
PNC Financial Services history 92 $5.29K 0.00% Add

Q2 2025 — 35 funds

FundSharesValuePortfolio WeightChange
Fidelity Management & Research (FMR) history 4.73M $204.35M 0.01% Reduce
BlackRock Inc history 2.49M $107.40M 0.00% Reduce
Vanguard Group history 2.03M $87.69M 0.00% Reduce
Wellington Management Group history 1.26M $54.31M 0.01% Reduce
Geode Capital Management history 771.70K $33.31M 0.00% Reduce
Millennium Management history 578.46K $24.97M 0.01% Reduce
Bank of America Corp history 569.03K $24.56M 0.00% Reduce
Janus Henderson Group history 399.87K $17.25M 0.01% Add
JPMorgan Chase & Co history 324.16K $13.99M 0.00% Add
Charles Schwab Investment Management history 310.38K $13.40M 0.00% Hold
Northern Trust Corp history 288.31K $12.44M 0.00% Reduce
Morgan Stanley history 287.46K $12.41M 0.00% Reduce
UBS Group AG history 275.79K $11.90M 0.00% Reduce
Citigroup Inc history 253.66K $10.95M 0.01% Add
AQR Capital Management history 245.72K $10.61M 0.01% Reduce
Citadel Advisors history 213.32K $9.21M 0.00% Reduce
Two Sigma Investments history 207.62K $8.96M 0.02% Add
D. E. Shaw & Co history 168.31K $7.26M 0.01% Reduce
Franklin Resources history 146.17K $6.31M 0.00% Add
Royce & Associates history 136.36K $5.89M 0.06% New
Renaissance Technologies history 129.94K $5.61M 0.01% Reduce
Goldman Sachs Group history 127.64K $5.51M 0.00% Add
BNY Mellon history 110.65K $4.78M 0.00% Add
Marshall Wace history 88.02K $3.80M 0.00% New
Balyasny Asset Management history 75.45K $3.26M 0.01% Reduce
Deutsche Bank AG history 68.10K $2.94M 0.00% Reduce
Invesco Ltd history 57.01K $2.46M 0.00% Reduce
Principal Global Investors history 40.94K $1.77M 0.00% Reduce
Legal & General Investment Management America history 36.22K $1.56M 0.00% Reduce
Wells Fargo & Co history 30.67K $1.32M 0.00% Add
Manulife Financial history 14.89K $642.65K 0.00% Reduce
Prudential Financial history 10.74K $463.75K 0.00% Reduce
T. Rowe Price Associates history 117.49K $5.07K 0.00% Add
PNC Financial Services history 81 $3.50K 0.00% Reduce
Lazard Asset Management history 29.28K $1.26K 0.00% Add

Q1 2025 — 35 funds

FundSharesValuePortfolio WeightChange
Fidelity Management & Research (FMR) history 4.82M $155.92M 0.01% Hold
BlackRock Inc history 2.57M $83.11M 0.00% Reduce
Vanguard Group history 2.32M $75.11M 0.00% Reduce
Wellington Management Group history 1.36M $43.98M 0.01% Add
Geode Capital Management history 786.80K $25.47M 0.00% Add
Bank of America Corp history 746.10K $24.15M 0.00% Reduce
Millennium Management history 631.38K $20.44M 0.01% Reduce
UBS Group AG history 446.72K $14.46M 0.00% Add
Balyasny Asset Management history 437.84K $14.17M 0.02% Add
D. E. Shaw & Co history 373.45K $12.09M 0.01% Add
Janus Henderson Group history 345.18K $11.36M 0.01% Add
Citadel Advisors history 343.29K $11.11M 0.00% Add
Morgan Stanley history 336.71K $10.90M 0.00% Reduce
Charles Schwab Investment Management history 308.85K $10.00M 0.00% Reduce
Northern Trust Corp history 295.03K $9.55M 0.00% Reduce
AQR Capital Management history 270.79K $8.77M 0.01% Add
JPMorgan Chase & Co history 215.99K $6.99M 0.00% Reduce
Citigroup Inc history 187.66K $6.07M 0.00% Add
Renaissance Technologies history 154.14K $4.99M 0.01% Reduce
Two Sigma Investments history 147.88K $4.79M 0.01% Reduce
Goldman Sachs Group history 118.35K $3.83M 0.00% Reduce
BNY Mellon history 107.80K $3.49M 0.00% Add
Deutsche Bank AG history 71.40K $2.31M 0.00% Reduce
Point72 Asset Management history 69.94K $2.26M 0.01% New
Franklin Resources history 68.47K $2.22M 0.00% Add
Invesco Ltd history 65.64K $2.12M 0.00% Reduce
Principal Global Investors history 50.31K $1.63M 0.00% Add
MFS Investment Management history 43.95K $1.42M 0.00% Add
Legal & General Investment Management America history 37.92K $1.23M 0.00% Reduce
Wells Fargo & Co history 29.52K $955.69K 0.00% Reduce
Manulife Financial history 15.31K $495.52K 0.00% Reduce
Prudential Financial history 14.85K $480.69K 0.00% Reduce
PNC Financial Services history 129 $4.18K 0.00% Add
T. Rowe Price Associates history 107.66K $3.49K 0.00% Add
Lazard Asset Management history 27.87K $900 0.00% Add

View all 42 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
Fidelity Management & Research (FMR) 3.02M 2.54M 3.02M 3.89M 4.73M 4.82M 4.84M 1.84M 500.49K 2.62K 447 253 1.11K 280 127 239 — 325 — —
BlackRock Inc 2.63M 2.59M 2.60M 2.41M 2.49M 2.57M 2.89M 2.86M — — — — — — — — — — — —
Wellington Management Group 995.19K 1.02M 1.05M 1.04M 1.26M 1.36M 1.34M 1.17M 1.20M 1.67M 1.82M 2.03M 1.87M 1.09M 1.50M 1.46M 1.52M 1.52M 1.52M 1.54M
Geode Capital Management 874.05K 827.12K 769.20K 766.08K 771.70K 786.80K 765.49K 752.23K 595.93K 528.31K 494.58K 391.80K 374.16K 355.76K 321.17K 314.65K 335.87K 317.11K 280.19K 279.11K
Bank of America Corp 805.03K 529.35K 509.77K 502.70K 569.03K 746.10K 782.47K 469.97K 443.80K 198.57K 197.43K 194.67K 220.35K 25.09K 11.59K 14.09K 22.05K 9.78K 17.00K 7.07K
Goldman Sachs Group 578.97K 525.90K 712.71K 239.72K 127.64K 118.35K 275.50K 152.80K 103.99K 114.26K 215.75K 62.33K 46.15K 32.70K 16.16K — 12.33K 23.89K 18.54K 19.88K
AQR Capital Management 438.90K 379.50K 243.56K 231.47K 245.72K 270.79K 239.17K 203.80K 214.63K 327.88K 370.75K 339.31K 244.54K 82.54K — — — — — —
Marshall Wace 311.12K 170.91K 306.37K 425.21K 88.02K — 8.70K 138.40K 423.59K 675.85K 997.01K 683.02K 630.64K — — — — — — —
Northern Trust Corp 300.70K 286.84K 277.91K 283.16K 288.31K 295.03K 305.88K 276.01K 217.68K 222.16K 205.95K 154.30K 151.02K 150.94K 140.31K 161.22K 166.58K 168.59K 156.65K 159.17K
Charles Schwab Investment Management 293.44K 306.78K 287.56K 300.93K 310.38K 308.85K 318.19K 308.25K 229.12K 211.26K 207.59K 175.26K 47.39K 47.25K 44.84K 43.38K 47.69K 47.56K 40.58K 40.58K
Lazard Asset Management 265.46K 304.20K 65.82K 43.95K 29.28K 27.87K 21.92K 17.72K 97.41K 3.80K — — — — — — — — — —
D. E. Shaw & Co 206.87K 585.17K 563.32K 539.74K 168.31K 373.45K 210.04K 198.51K 143.62K 53.22K 43.48K 47.84K 118.69K — — — — — — —
Renaissance Technologies 206.54K 367.54K 415.44K 349.84K 129.94K 154.14K 266.46K 482.12K 509.42K 280.42K 314.92K 215.42K 356.12K 134.92K 116.52K 134.22K 155.92K 204.02K 292.62K 310.22K
Morgan Stanley 201.36K 264.93K 428.63K 284.24K 287.46K 336.71K 468.16K 350.47K 470.52K 272.82K 526.28K 213.70K 153.77K 28.73K 11.57K 89.50K 84.96K 77.67K 69.50K 113.53K
Invesco Ltd 191.22K 100.43K 123.01K 208.98K 57.01K 65.64K 72.26K 79.97K 136.77K 31.94K 41.51K 40.34K 29.62K 129.18K 43.94K 33.89K 34.48K 28.50K 31.91K 36.75K
Royce & Associates 191.12K 181.75K 177.92K 162.82K 136.36K — — — — — — — — — — — — — — —
JPMorgan Chase & Co 175.46K — 161.63K 925.85K 324.16K 215.99K 306.29K 301.18K 307.76K 322.65K 70.38K 12.04K 63.45K 408 9.96K 9.65K 9.45K 8.25K 12.38K 115.67K
Deutsche Bank AG 139.28K 325.24K 322.31K 417.18K 68.10K 71.40K 102.19K 81.18K 132.73K 101.86K 162.42K 8.40K 6.23K 11.23K 7.82K 7.71K 8.87K 8.79K 9.82K 39.32K
Wells Fargo & Co 119.02K 30.99K 53.83K 39.53K 30.67K 29.52K 37.15K 59.21K 37.03K 13.14K 11.42K 7.85K 6.74K 6.73K 350 367 560 30.88K 19.71K 49.96K
Two Sigma Investments 114.25K 557.60K 268.53K 176.53K 207.62K 147.88K 218.29K 252.01K 206.71K 210.19K 442.67K 246.77K 245.18K 16.00K — — — — — —

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