Massachusetts Financial Services
BIRK icon

Massachusetts Financial Services’s Birkenstock BIRK Stock Holding History

Massachusetts Financial Services’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
Q2 		$178M Buy
4,129,412
+948,464
+30% +$38.3M 0.06% 294
2026
Q1 		$114M Buy
3,180,948
+2,175,805
+216% +$84.8M 0.04% 336
2025
Q4 		$41.1M Buy
+1,005,143
New +$42.6M 0.01% 510

Other funds holding BIRK

CMC
Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Massachusetts Financial Services's BIRK Position: Q2 2026 in Review

Massachusetts Financial Services increased its Birkenstock (BIRK) stake by 30% in Q2 2026, buying an estimated $38.3M and bringing the position to 4,129,412 shares worth $178M. The position accounts for 0.06% of the portfolio, ranked #294.

Massachusetts Financial Services first reported a position in BIRK in Q4 2025 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

  • Massachusetts Financial Services held 4,129,412 shares of Birkenstock worth $178M as of Q2 2026.
  • Massachusetts Financial Services bought 948,464 Birkenstock shares in Q2 2026, an estimated $38.3M.
  • Birkenstock made up 0.06% of Massachusetts Financial Services's portfolio in Q2 2026, its #294 holding.
  • Massachusetts Financial Services first reported a position in Birkenstock in Q4 2025 and has held it in 3 quarters since.
  • 235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.