§ RETAIL
USD · Retail

BBY

BEST BUY CO INC
USDSector · RetailMarket cap · $19.0BBeta · 1.26
LAST · MARKET CLOSE · OCT 05
87.39
−0.58 ▼ 0.66%PREV CLOSE · $87.97
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 88.06HIGH 88.38LOW 86.1452W 55.10 — 96.53
EVENTSSEP 24 · SK SELLSEP 30 · EARNINGS +5.5%

§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY

13F FLOW
473 increased/new, 336 decreased/exited (13F)
AC 13F Analysis
INSIDER
−$40M
3 txns · 90d

§ 04 · FUNDAMENTALS · THE BOOKS

P/E14.9P/B4.66
EPS (TTM)6.02Dividend5.29%
§ 05 · WHO OWNS IT
Top institutional holders
All holders →
FundShares% portΔ Q/Q
BlackRock, Inc.25.4M0.0%−2%
State Street13.2M0.0%−1%
VANGUARD CAPITAL MANAGEMENT LLC12.8Mn/an/a
VANGUARD PORTFOLIO MANAGEMENT LLC9.8Mn/an/a
Geode Capital Management7.7M0.0%+48%
Charles Schwab Investment Mgmt6.2M0.1%−17%
◇ AC INTELLIGENCE

Top institutional owners for BBY as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.

§ 06 · WHO OWNS IT · BY STRATEGY

OTHER43.3% · 679 holders
PASSIVE / INDEX22.9% · 14 holders
DEALER / BANK21.5% · 68 holders
QUALITY / COMPOUNDER10.8% · 33 holders
SYSTEMATIC / QUANT2.8% · 17 holders
INCOME / DEFENSIVE2.6% · 49 holders
TACTICAL / MACRO1.6% · 5 holders
DEEP VALUE0.3% · 3 holders
ACTIVIST0.0% · 1 holder
GROWTH / MOMENTUM0.0% · 1 holder
◇ AC INTELLIGENCE

Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.

§ 07 · INSIDER ACTIVITY · LAST 180 DAYS

DateInsiderActionShares$ value
SEP 24Scarlett KathleenSELL88K−$8M
SEP 18SCHULZE RICHARD MSELL247K−$23M
JUL 15SCHULZE RICHARD MSELL108K−$9M
JUN 26SCHULZE RICHARD MSELL225K−$18M
JUN 17SCHULZE RICHARD MSELL5K−$398K
JUN 02Watson MathewSELL2K−$132K
◇ AC INTELLIGENCE

0 insider buys, 7 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.

§ 08 · COVERAGE · OUR RECENT NOTES