13FPulse
中
BK

BKNG BOOKING HOLDINGS INC

2026Q2 · CUSIP 09857L108 · Sector: Industrials

Normal

Fund flows are within the usual range

Funds that own it
1,874
Institutions that reported holding it to the SEC
Net decrease in holders
20
Last quarter 1,894 → now 1,874
How unusual is that
Bottom 20%
Stronger than only 7% of US stocks
What the filings say, in one paragraph

1,874 funds held BKNG at the end of 2026Q2, down 20 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $28.2B(YoY +12.8%), the P/E is 22.1x. BKNG has had 23 buying rushes in its history, and the price moved +5.2% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2014Q3: holders=1 2014Q4: holders=1 2015Q1: holders=1 2015Q2: holders=1 2015Q3: holders=1 2015Q4: holders=2 2016Q1: holders=4 2016Q2: holders=4 2016Q3: holders=5 2016Q4: holders=6 2017Q1: holders=5 2017Q2: holders=5 2017Q3: holders=5 2017Q4: holders=7 2018Q1: holders=1059 2018Q2: holders=1099 2018Q3: holders=1072 2018Q4: holders=1137 2019Q1: holders=1157 2019Q2: holders=1160 2019Q3: holders=1203 2019Q4: holders=1231 2020Q1: holders=1106 2020Q2: holders=1132 2020Q3: holders=1143 2020Q4: holders=1228 2021Q1: holders=1256 2021Q2: holders=1234 2021Q3: holders=1260 2021Q4: holders=1332 2022Q1: holders=1347 2022Q2: holders=1299 2022Q3: holders=1252 2022Q4: holders=1309 2023Q1: holders=1358 2023Q2: holders=1395 2023Q3: holders=1452 2023Q4: holders=1562 2024Q1: holders=1611 2024Q2: holders=1651 2024Q3: holders=1684 2024Q4: holders=1855 2025Q1: holders=1854 2025Q2: holders=1937 2025Q3: holders=1913 2025Q4: holders=2010 2026Q1: holders=1894 2026Q2: holders=1874 -1052 -526 +0 +526 +1052 010562111 14Q316Q117Q319Q120Q322Q123Q325Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 23 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q4 Top 5% -1.9% —
2025Q2 Top 5% -8.6% -22.5%
2024Q4 Top 5% +5.6% +10.1%
2024Q3 Top 10% -0.4% +6.9%
2024Q2 Top 5% +37.7% +41.8%
2024Q1 Top 5% +0.1% +34.8%
2023Q4 Top 5% +0.0% +0.1%
2023Q3 Top 5% +18.3% +20.8%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
378
Change in large funds
+29
Total value they hold
$137.8B
Funds buying for the first time
191
Funds that sold out entirely
211
Price change that quarter
+29.0%
Funds holding puts (bearish)
44
Funds holding calls (bullish)
42

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
22.1
EPS (TTM)
$9.01
EPS YoY
+57.1%
Revenue (TTM)
$28.2B
Revenue YoY
+12.8%
Net margin
—
ROE
—
Debt ratio
136.3%
FCF (TTM)
$9.5B
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.74 2021-12-31: EPS 0.60 2022-03-31: EPS -0.68 2022-06-30: EPS 0.84 2022-09-30: EPS 1.68 2022-12-31: EPS 1.22 2023-03-31: EPS 0.28 2023-06-30: EPS 1.40 2023-09-30: EPS 2.79 2023-12-31: EPS 0.23 2024-03-31: EPS 0.89 2024-06-30: EPS 1.78 2024-09-30: EPS 2.97 2024-12-31: EPS 1.26 2025-03-31: EPS 0.40 2025-06-30: EPS 1.10 2025-09-30: EPS 3.38 2025-12-31: EPS 1.75 2026-03-31: EPS 1.36 2026-06-30: EPS 2.53 0B 4.5B 9.0B $B -0.75 1.49 3.72 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 29 18 39 59 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-641M1.3B3.2B 20162017201820192020202120222023202420252026
Latest quarter $3.1B (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.