BAMCO Inc
BIRK icon

BAMCO Inc’s Birkenstock BIRK Stock Holding History

BAMCO Inc’s Portfolio BIRK Stock Details BIRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$336M Buy
9,366,068
+1,400,031
+18% +$54.6M 1.01% 20
2025
Q4 		$326M Buy
7,966,037
+1,612,236
+25% +$68.3M 0.88% 19
2025
Q3 		$288M Buy
6,353,801
+1,876,398
+42% +$91.8M 0.76% 24
2025
Q2 		$220M Buy
4,477,403
+453,052
+11% +$23.3M 0.6% 29
2025
Q1 		$185M Buy
4,024,351
+665,000
+20% +$35M 0.54% 33
2024
Q4 		$190M Buy
3,359,351
+256,844
+8% +$13M 0.49% 34
2024
Q3 		$153M Buy
3,102,507
+78,093
+3% +$4.25M 0.41% 46
2024
Q2 		$165M Buy
3,024,414
+49,956
+2% +$2.48M 0.47% 41
2024
Q1 		$141M Buy
2,974,458
+40,457
+1% +$1.93M 0.37% 50
2023
Q4 		$143M Buy
+2,934,001
New +$127M 0.38% 49

Other funds holding BIRK

CMC
Catterton Management Company Greenwich, Connecticut $3.61B AUM 21.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return