Bath & Body Works Inc (BBWI) SEC 13F Holdings (Q2 2026) — Net Institutional Activity: $336.5M

BBWI ranks #1253 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

BBWI is a top-conviction position for Barington Companies Management, LLC — at 12.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in BBWI belongs to FMR LLC, but the position matters far more to Barington Companies Management, LLC, who has 12.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

California State Teachers Retirement System has added to its BBWI position for two straight quarters, increasing it by $227.5M to reach $231.9M today.

Jane Street Group, LLC has trimmed its BBWI position for two straight quarters, cutting it by $67.5M while still holding $5.5M.

BBWI is down 0.4% today, but institutions show net buying of $336.5M this quarter — a divergence between today's price move and the underlying institutional flow.

BBWI posted net income of $781.0M over the trailing twelve months.

• Profitable — net income of $781.0M over the trailing twelve months
• Revenue declined 1.9% year over year
• Net income declined year over year, from $816.0M to $781.0M
• Generated $1.1B in positive operating cash flow
• Current ratio of 1.27x — below the conventional 1.5x liquidity buffer
• Total liabilities currently exceed total assets (negative shareholder equity)