Guru Ownership Over Time
Guru Analysis for Bath & Body Works, Inc. (BBWI)
Bath & Body Works, Inc. (BBWI), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q3 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $255.25 M.
Top institutional holders include Cliff Asness and Renaissance Technologies.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $3.33 M net outflow during the quarter.
Recent activity highlights Chuck Royce who increased their stake by 357.7%. Conversely, Steven Cohen reduced exposure by 63.0%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.08% | Add 17.1% | 4,921,968 | $126.79 M | Q3 2025 | |
| 0.09% | Add 217.2% | 2,602,233 | $67.03 M | Q3 2025 | |
| 0.09% | Reduce -63.0% | 2,074,267 | $53.43 M | Q3 2025 | |
| 0.30% | Add 357.7% | 1,155,179 | $29.76 M | Q3 2025 | |
| 0.11% | Add 1.4% | 951,370 | $24.51 M | Q3 2025 | |
| 0.05% | Add 29.9% | 369,452 | $9.52 M | Q3 2025 | |
| 0.03% | Add 18.4% | 311,313 | $8.02 M | Q3 2025 | |
| 0.02% | New Buy | 217,030 | $5.59 M | Q3 2025 | |
| 0.07% | New Buy | 198,001 | $5.1 M | Q3 2025 | |
| 0.00% | Add 26.4% | 65,185 | $1.68 M | Q3 2025 | |
| 0.35% | New Buy | 63,000 | $1.62 M | Q3 2025 | |
| 0.00% | 14,851 | $382,562 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Bath & Body Works, Inc. (BBWI)
Top Guru holders include Cliff Asness ($126.79 M), Renaissance Technologies ($67.03 M), Steven Cohen ($53.43 M). Collectively, tracked Gurus hold 12.94 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $3.33 M, with 10 Gurus buying and 3 Gurus selling.
In the recent quarter, 1 Gurus reduced their positions, and 2 Gurus sold out of BBWI completely. Total sell value was $107.43 M.
Yes, 3 Gurus opened new positions in BBWI, and 7 added to their existing holdings. Total buy value was $104.1 M.