$BLBD

$56.82 -$1.22 (2.1%) Close

$BLBD Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 31.7M shares outstanding

Who owns BLBD?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 52.0%

FMR LLC 9.5% · Groupe Autobus Girardin Ltee 8.5%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

303

+15 vs last qtr

Net shares bought

−1.0M

by institutions in Q2 2026

New / sold out

54 / 39

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Jupiter Topco LLC NEW +1.2M
Price T Rowe Associates Inc /MD/ +622.6K

Biggest sellers in Q2 2026

Janus Henderson Group PLC SOLD OUT −1.1M
Two Sigma Investments, LP −443.3K

Who is planning to sell?

Notices of proposed sale, last 12 months

$2.33M

6 notices from 3 people

Shares covered

43.5K

0.14% of the company

Arranged in advance

33%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Radulescu Razvan Officer $1M
Phil Horlock Director $773K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+54.3%

+4.93% a year

Each share's claim on the business

−35.2%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$17.2M vs $62.2M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years37% 3–5 years25% 1–3 years27% Under 1 year11%

Quarterly turnover

16.2%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting BLBD on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
F FMR LLC	3.0M	9.53%	+476.0K (+18.7%)	2022	0.0%
Shares held by quarter Peak holding4.8M (Q4'24) Change over 8 quarters+1.2M Share of the company9.530% FMR LLC's full portfolio →
B BlackRock, Inc.	2.6M	8.30%	+37.8K (+1.5%)	≤2021	0.0%
Shares held by quarter Peak holding2.9M (Q4'24) Change over 8 quarters−228.7K Share of the company8.300% BlackRock, Inc.'s full portfolio →

FMR LLC

3.0M

% of company

9.53%

Change vs last qtr

+476.0K (+18.7%)

Held since

2022

BlackRock, Inc.

2.6M

% of company

8.30%

Change vs last qtr

+37.8K (+1.5%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Blue Bird Corporation, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting BLBD on Form N-PORT; together they hold 45.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$79.4M	1.0M	3.18%	0.00%	June 30, 2026
AU Avantis U.S. Small Cap Value ETF American Century ETF Trust	$72.5M	1.1M	3.38%	0.27%	May 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$79.4M

% of company

3.18%

% of the fund

0.00%

As of

June 30, 2026

Avantis U.S. Small Cap Value ETF

American Century ETF Trust

Position value

$72.5M

% of company

3.38%

% of the fund

0.27%

As of

May 31, 2026

23 more funds behind a free account

See every fund holding Blue Bird Corporation and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
GA Groupe Autobus Girardin Ltee 5%+ holder 13D · 7.9%	2.7M	8.53%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company8.530% Disclosed stake13D · 7.9% View the 13D/G filing →

Groupe Autobus Girardin Ltee

5%+ holder13D · 7.9%

2.7M

% of company

8.53%

Change vs last qtr

—

Held since

—

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