Bloomin' Brands, Inc. (BLMN) shareholders
BLMNNasdaqRetail-Eating PlacesFiscal year ends December 27
Financials through Q3 FY2026, quarter ended Sep 27, 2026Last filing: 10-Q on Nov 6, 2026Score 14/3054% below fair value
$10.37+0.25 (+2.47%)
Close on Nov 13, 2026Market cap $887.89MP/E 12.6Yield 4.34%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
87M of 86M shares
Institutional holders
238
44 new, 31 sold out
Net institutional buying
6M
In Q2 2026
Insider trades, 12 months
3 buys · 2 sales
Net sold $145.24K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 6,236,421 | 7.30% | 13G (passive) amendment | Mar 31, 2026 |
| Dimensional Fund Advisors LP | 4,414,399 | 5.20% | 13G (passive) | Sep 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BLMN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,844,981 | 7.99% | $62.56M | +414,238 | 0.00% |
| Starboard Value LP | 4,180,992 | 4.88% | $38.21M | −3,800,000 | 0.84% |
| Arrowstreet Capital, Limited Partnership | 3,854,874 | 4.50% | $35.23M | −54,124 | 0.02% |
| Dimensional Fund Advisors LP | 3,497,179 | 4.08% | $31.96M | +1,289,057 | 0.01% |
| Vanguard Capital Management LLC | 3,406,274 | 3.98% | $31.13M | +121,922 | 0.00% |
| Aqr Capital Management LLC | 3,322,042 | 3.88% | $30.36M | +52,005 | 0.01% |
| Nomura Holdings Inc | 2,929,829 | 3.42% | $26.78M | New | 0.03% |
| Lsv Asset Management | 2,881,090 | 3.36% | $26.33M | −17,849 | 0.05% |
| Goldman Sachs Group Inc | 2,710,292 | 3.17% | $24.77M | +684,337 | 0.00% |
| Miller Value Partners, LLC | 2,585,909 | 3.02% | $23.64M | +549,175 | 5.59% |
| Erste Asset Management GmbH | 2,500,000 | 2.92% | $22.90M | – | 0.18% |
| Alliancebernstein L.P. | 2,477,863 | 2.89% | $13.38M | −641,687 | 0.00% |
| State Street Corp | 2,442,983 | 2.85% | $22.33M | +138,477 | 0.00% |
| Vanguard Portfolio Management LLC | 2,362,673 | 2.76% | $21.59M | +256,597 | 0.00% |
| Charles Schwab Investment Management Inc | 2,243,511 | 2.62% | $20.51M | −237,253 | 0.00% |
| Geode Capital Management, LLC | 2,164,606 | 2.53% | $19.79M | +217,999 | 0.00% |
| Federated Hermes, Inc. | 2,094,615 | 2.45% | $19.14M | +66,061 | 0.03% |
| Two Sigma Investments, LP | 2,072,427 | 2.42% | $18.94M | −504,755 | 0.01% |
| American Century Companies Inc | 1,966,926 | 2.30% | $17.98M | +692,219 | 0.01% |
| UBS Group AG | 1,681,442 | 1.96% | $15.37M | +863,435 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 238 | 87M | 100.0% | 44 / 82 | 76 / 31 | 20M | 14M |
| Q1 2026 | 228 | 82M | 95.3% | 60 / 67 | 74 / 58 | 30M | 28M |
| Q4 2025 | 232 | 85M | 99.8% | 46 / 56 | 99 / 40 | 12M | 13M |
| Q3 2025 | 230 | 86M | 100.0% | 38 / 67 | 89 / 34 | 11M | 15M |
| Q2 2025 | 228 | 90M | 100.0% | 31 / 96 | 69 / 43 | 14M | 12M |
| Q1 2025 | 242 | 88M | 100.0% | 52 / 85 | 74 / 39 | 16M | 17M |
| Q4 2024 | 231 | 89M | 100.0% | 41 / 79 | 81 / 53 | 14M | 16M |
| Q3 2024 | 247 | 91M | 100.0% | 52 / 70 | 93 / 43 | 23M | 9M |
| Q2 2024 | 239 | 90M | 100.0% | 32 / 89 | 92 / 72 | 10M | 15M |
| Q1 2024 | 283 | 96M | 100.0% | 49 / 73 | 114 / 30 | 6M | 11M |
| Q4 2023 | 266 | 101M | 100.0% | 31 / 82 | 118 / 34 | 9M | 8M |
| Q3 2023 | 272 | 100M | 100.0% | 43 / 75 | 118 / 32 | 13M | 15M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
215 funds held BLMN in Q2 2026, 45% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of BLMN | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 2,440,378 | 2.85% | $22.31M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,260,565 | 2.64% | $20.66M | 0.02% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 1,294,996 | 1.51% | $10.93M | 0.04% | May 31, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 1,270,155 | 1.48% | $10.72M | 0.12% | May 31, 2026 |
| Fidelity Small Cap Index Fund | 945,293 | 1.10% | $8.19M | 0.02% | Jul 31, 2026 |
| Federated Hermes MDT Small Cap Core Fund | 935,970 | 1.09% | $8.11M | 0.36% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 889,828 | 1.04% | $8.13M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 812,151 | 0.95% | $7.42M | 0.05% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 774,475 | 0.90% | $6.71M | 0.03% | Jul 31, 2026 |
| Goldman Sachs Small Cap Value Insights Fund | 636,023 | 0.74% | $5.51M | 0.42% | Jul 31, 2026 |
| Vanguard Explorer Fund | 566,186 | 0.66% | $4.90M | 0.02% | Jul 31, 2026 |
| AB Small Cap Value Portfolio | 537,843 | 0.63% | $4.92M | 0.85% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 499,834 | 0.58% | $4.33M | 0.03% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 494,848 | 0.58% | $4.29M | 0.03% | Jul 31, 2026 |
| Dimensional US Small Cap Value ETF | 457,615 | 0.53% | $3.96M | 0.05% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Mike Spanos | CEO, Director | 293,061 | 0.34% | Nov 12, 2026 |
| Kelly Lefferts | EVP, Chief Legal Officer | 80,865 | 0.09% | Nov 12, 2026 |
| Patrick M. Hafner | EVP, Pres Outback Steakhouse | 17,301 | 0.02% | Nov 12, 2026 |
| Philip J. Pace | SVP, Chief Accounting Officer | 56,704 | 0.07% | Sep 11, 2026 |
| Eric C. Christel | EVP, Chief Financial Officer | 169,026 | 0.20% | Sep 4, 2026 |
| Lissette R. Gonzalez | EVP, Chief Commercial Officer | 47,684 | 0.06% | Mar 5, 2026 |
| Jessica L. Mitory | Chief Human Resources Officer | 0 | – | Mar 3, 2026 |
| Mark E. Graff | EVP, Pres of Bonefish Grill | 58,588 | 0.07% | Nov 4, 2025 |
| William Michael Healy | EVP, Chief Financial Officer | 74,120 | 0.09% | Oct 15, 2025 |
| Suzann Trevisan | Chief Human Resources Officer | 27,705 | 0.03% | Mar 18, 2025 |
| David C. George | Director | 34,047 | 0.04% | Apr 24, 2026 |
| Melanie Marein-Efron | Director | 36,277 | 0.04% | Apr 24, 2026 |
| Tara Walpert Levy | Director | 89,622 | 0.10% | Apr 24, 2026 |
| Rajendra M. Mohan | Director | 84,341 | 0.10% | Apr 24, 2026 |
| Rohit Lal | Director | 49,902 | 0.06% | Apr 24, 2026 |
| John Mahoney | Director | 97,580 | 0.11% | Apr 24, 2026 |
| James L. Dinkins | Director | 23,156 | 0.03% | Apr 24, 2026 |
| Jonathan Sagal | Director | 27,119 | 0.03% | Apr 24, 2026 |
| Julie T. Kunkel | Director | 42,342 | 0.05% | Apr 24, 2026 |
| Colleen Keating | Director | 5,592 | 0.01% | Apr 24, 2026 |
| Lawrence V. Jackson | Director | 34,495 | 0.04% | Apr 25, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Mike Spanos CEO, Director | Nov 11, 2026 | Buy | +50,000 | $10.04 | $502.00K | 293,061 |
| Patrick M. Hafner EVP, Pres Outback Steakhouse | Nov 10, 2026 | Sale | −20,000 | $10.13 | $202.60K | 17,301 |
| Kelly Lefferts EVP, Chief Legal Officer | Nov 10, 2026 | Sale | −50,000 | $10.16 | $508.00K | 80,865 |
| Mike Spanos CEO, Director | Oct 1, 2026 | Tax withholding | −23,643 | $8.38 | $198.13K | 243,061 |
| Mike Spanos CEO, Director | Oct 1, 2026 | Option exercise | +60,082 | – | – | 266,704 |
| Philip J. Pace SVP, Chief Accounting Officer | Sep 3, 2026 | Tax withholding | −1,276 | $9.73 | $12.42K | 56,704 |
| Kelly Lefferts EVP, Chief Legal Officer | Sep 3, 2026 | Tax withholding | −2,551 | $9.73 | $24.82K | 130,865 |
| Patrick M. Hafner EVP, Pres Outback Steakhouse | Sep 3, 2026 | Option exercise | +8,102 | – | – | 39,274 |
| Patrick M. Hafner EVP, Pres Outback Steakhouse | Sep 3, 2026 | Tax withholding | −1,973 | $9.73 | $19.20K | 37,301 |
| Philip J. Pace SVP, Chief Accounting Officer | Sep 3, 2026 | Option exercise | +3,241 | – | – | 60,287 |
| Philip J. Pace SVP, Chief Accounting Officer | Sep 3, 2026 | Tax withholding | −790 | $9.73 | $7.69K | 59,497 |
| Kelly Lefferts EVP, Chief Legal Officer | Sep 3, 2026 | Option exercise | +6,481 | – | – | 135,723 |
| Kelly Lefferts EVP, Chief Legal Officer | Sep 3, 2026 | Tax withholding | −1,579 | $9.73 | $15.36K | 134,144 |
| Kelly Lefferts EVP, Chief Legal Officer | Sep 2, 2026 | Tax withholding | −6,054 | $9.93 | $60.12K | 126,935 |
| Philip J. Pace SVP, Chief Accounting Officer | Sep 2, 2026 | Tax withholding | −6,054 | $9.93 | $60.12K | 54,739 |
| Philip J. Pace SVP, Chief Accounting Officer | Sep 2, 2026 | Option exercise | +15,385 | – | – | 60,793 |
| Philip J. Pace SVP, Chief Accounting Officer | Sep 2, 2026 | Tax withholding | −3,747 | $9.93 | $37.21K | 57,046 |
| Kelly Lefferts EVP, Chief Legal Officer | Sep 2, 2026 | Option exercise | +15,385 | – | – | 132,989 |
| Kelly Lefferts EVP, Chief Legal Officer | Sep 2, 2026 | Tax withholding | −3,747 | $9.93 | $37.21K | 129,242 |
| Eric C. Christel EVP, Chief Financial Officer | Sep 2, 2026 | Tax withholding | −6,125 | $9.93 | $60.82K | 169,026 |
| Eric C. Christel EVP, Chief Financial Officer | Sep 2, 2026 | Option exercise | +25,151 | – | – | 175,151 |
| Colleen Keating Director | Apr 22, 2026 | Option exercise | +5,592 | – | – | 5,592 |
| Jonathan Sagal Director | Apr 22, 2026 | Option exercise | +19,746 | – | – | 27,119 |
| Rajendra M. Mohan Director | Apr 22, 2026 | Option exercise | +30,574 | – | – | 84,341 |
| Rohit Lal Director | Apr 22, 2026 | Option exercise | +19,746 | – | – | 49,902 |
| Melanie Marein-Efron Director | Apr 22, 2026 | Option exercise | +19,746 | – | – | 36,277 |
| David C. George Director | Apr 22, 2026 | Option exercise | +25,478 | – | – | 34,047 |
| Julie T. Kunkel Director | Apr 22, 2026 | Option exercise | +19,746 | – | – | 36,277 |
| James L. Dinkins Director | Apr 22, 2026 | Option exercise | +19,746 | – | – | 23,156 |
| Tara Walpert Levy Director | Apr 22, 2026 | Option exercise | +19,746 | – | – | 89,622 |
| John Mahoney Director | Apr 22, 2026 | Option exercise | +19,746 | – | – | 97,580 |
| Rohit Lal Director | Mar 11, 2026 | Buy | +10,000 | $5.69 | $56.90K | 30,156 |
| Julie T. Kunkel Director | Mar 5, 2026 | Buy | +1,000 | $6.46 | $6.46K | 6,065 |
| Philip J. Pace SVP, Chief Accounting Officer | Mar 3, 2026 | Tax withholding | −1,447 | $6.35 | $9.19K | 45,408 |
| Philip J. Pace SVP, Chief Accounting Officer | Mar 3, 2026 | Option exercise | +3,240 | – | – | 46,855 |
| Kelly Lefferts EVP, Chief Legal Officer | Mar 3, 2026 | Option exercise | +6,481 | – | – | 120,155 |
| Kelly Lefferts EVP, Chief Legal Officer | Mar 3, 2026 | Tax withholding | −2,551 | $6.35 | $16.20K | 117,604 |
| Patrick M. Hafner EVP, Pres Outback Steakhouse | Mar 3, 2026 | Tax withholding | −1,973 | $6.35 | $12.53K | 31,172 |
| Patrick M. Hafner EVP, Pres Outback Steakhouse | Mar 3, 2026 | Option exercise | +8,101 | – | – | 33,145 |
| Lissette R. Gonzalez EVP, Chief Commercial Officer | Mar 3, 2026 | Option exercise | +4,861 | – | – | 47,684 |
| Lissette R. Gonzalez EVP, Chief Commercial Officer | Mar 3, 2026 | Tax withholding | −1,201 | $6.35 | $7.63K | 46,483 |
| Mike Spanos CEO, Director | Feb 28, 2026 | Tax withholding | −33,838 | $6.12 | $207.09K | 206,622 |
| Mike Spanos CEO, Director | Feb 28, 2026 | Option exercise | +86,021 | – | – | 240,460 |
| Philip J. Pace SVP, Chief Accounting Officer | Feb 28, 2026 | Tax withholding | −597 | $6.12 | $3.65K | 40,461 |
| Philip J. Pace SVP, Chief Accounting Officer | Feb 28, 2026 | Option exercise | +1,335 | – | – | 41,058 |
| Philip J. Pace SVP, Chief Accounting Officer | Feb 28, 2026 | Tax withholding | −527 | $6.12 | $3.23K | 39,723 |
| Philip J. Pace SVP, Chief Accounting Officer | Feb 28, 2026 | Option exercise | +1,179 | – | – | 40,250 |
| Philip J. Pace SVP, Chief Accounting Officer | Feb 28, 2026 | Option exercise | +5,699 | – | – | 46,160 |
| Philip J. Pace SVP, Chief Accounting Officer | Feb 28, 2026 | Tax withholding | −2,545 | $6.12 | $15.58K | 43,615 |
| Kelly Lefferts EVP, Chief Legal Officer | Feb 28, 2026 | Tax withholding | −958 | $6.12 | $5.86K | 103,923 |
| Kelly Lefferts EVP, Chief Legal Officer | Feb 28, 2026 | Option exercise | +2,447 | – | – | 104,881 |
| Kelly Lefferts EVP, Chief Legal Officer | Feb 28, 2026 | Option exercise | +16,129 | – | – | 120,052 |
| Kelly Lefferts EVP, Chief Legal Officer | Feb 28, 2026 | Tax withholding | −6,347 | $6.12 | $38.84K | 113,705 |
| Patrick M. Hafner EVP, Pres Outback Steakhouse | Feb 28, 2026 | Tax withholding | −432 | $6.12 | $2.64K | 16,153 |
| Patrick M. Hafner EVP, Pres Outback Steakhouse | Feb 28, 2026 | Tax withholding | −2,619 | $6.12 | $16.03K | 25,296 |
| Patrick M. Hafner EVP, Pres Outback Steakhouse | Feb 28, 2026 | Tax withholding | −326 | $6.12 | $2.00K | 17,162 |
| Patrick M. Hafner EVP, Pres Outback Steakhouse | Feb 28, 2026 | Option exercise | +1,335 | – | – | 17,488 |
| Patrick M. Hafner EVP, Pres Outback Steakhouse | Feb 28, 2026 | Option exercise | +1,779 | – | – | 16,585 |
| Patrick M. Hafner EVP, Pres Outback Steakhouse | Feb 28, 2026 | Option exercise | +10,753 | – | – | 27,915 |
| Lissette R. Gonzalez EVP, Chief Commercial Officer | Feb 28, 2026 | Tax withholding | −2,501 | $6.12 | $15.31K | 43,192 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
14.41%
12M shares short
Days to cover
4.0
At 3M shares a day
Change since last report
-5.4%
From 12M shares
Short volume, 20 days
61.1%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Bloomin' Brands's stock actually held short. Settlement fails (shares not delivered on time) peaked at 194,895 shares on Sep 30, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Kelly Lefferts Officer | Nov 10, 2026 | 50,000 | $507.93K | Nov 10, 2026 | Restricted Stock Vesting |
| Patrick M. Hafner Officer | Nov 10, 2026 | 20,000 | $202.65K | Nov 10, 2026 | Restricted Stock Vesting |
| Starboard Value LP Affiliate of former Director | May 8, 2026 | 3,800,000 | $30.86M | May 8, 2026 | Open Market Purchases (1) |
| William Michael Healy Former Officer | Nov 17, 2025 | 17,604 | $118.88K | Nov 17, 2025 | Restricted Stock Vesting |
| Patrick M. Hafner Officer | Nov 12, 2025 | 4,256 | $27.26K | Nov 11, 2025 | Restricted Stock Vesting |
| Lawrence V. Jackson Former Director | May 29, 2025 | 34,495 | $264.98K | May 29, 2025 | Restricted Stock Vesting |
| Patrick M. Hafner Officer | Mar 4, 2025 | 9,555 | $79.45K | Mar 4, 2025 | Restricted Stock Vesting |
| Christopher Adkins Meyer Former Officer | Jul 24, 2024 | 10,798 | $203.76K | Jul 24, 2024 | Options Granted - 02/25/2016 |
| Gregg Scarlett Former Officer | Jun 11, 2024 | 16,973 | $323.47K | Jun 11, 2024 | Options Granted - 02/25/2016 |
| Gainor John P Jr Former Director | Dec 20, 2023 | 16,936 | $460.99K | Dec 20, 2023 | Restricted Stock Grants |
| Smith Elizabeth A Officer | May 8, 2023 | 4,802 | $116.24K | May 8, 2023 | Option Granted - 04/01/2019 |
| Smith Elizabeth A Director | May 5, 2023 | 134,472 | $3.26M | May 5, 2023 | Option Granted 04/01/2019 |
| Smith Elizabeth A Officer | May 4, 2023 | 34,881 | $856.42K | May 4, 2023 | Option Granted - 04/01/2019 |
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