BOOKING HOLDINGS INC BKNG
COM · Common Stock · CUSIP 09857L108 · ISIN US09857L1089
Online travel & related services company
- SectorIndustrials
- IndustryTransportation Services
- HeadquartersNorwalk, CT
- Founded1997
- Websitebookingholdings.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($823.8m this quarter). Holder counts are more reliable. Shares outstanding: 31.7m as of 2026-02-10, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $4868.28. Options: 42 managers hold calls ($10.8bn notional), 48 hold puts ($7.3bn).
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1,280 |
| Q4 2022 | 1,327 |
| Q1 2023 | 1,378 |
| Q2 2023 | 1,414 |
| Q3 2023 | 1,473 |
| Q4 2023 | 1,578 |
| Q1 2024 | 1,629 |
| Q2 2024 | 1,666 |
| Q3 2024 | 1,702 |
| Q4 2024 | 1,871 |
| Q1 2025 | 1,872 |
| Q2 2025 | 1,955 |
| Q3 2025 | 1,935 |
| Q4 2025 | 2,028 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 735 | 709 |
| Q2 2024 | 769 | 695 |
| Q3 2024 | 688 | 775 |
| Q4 2024 | 740 | 778 |
| Q1 2025 | 841 | 792 |
| Q2 2025 | 872 | 814 |
| Q3 2025 | 843 | 781 |
| Q4 2025 | 838 | 815 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $8.1bn | $5.4bn | 0.67 |
| Q2 2025 | $10.4bn | $9.0bn | 0.87 |
| Q3 2025 | $8.0bn | $6.6bn | 0.82 |
| Q4 2025 | $10.8bn | $7.3bn | 0.68 |
Biggest buyers
| J. Stern & Co. LLP | Added | +2.8m |
| Invesco Ltd. | Added | +711.8k |
| HSBC HOLDINGS PLC | Added | +166.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +128.7k |
| Capital Research Global Investors | Added | +113.5k |
| Holocene Advisors, LP | Added | +87.6k |
| D. E. Shaw & Co., Inc. | Added | +87.6k |
| Rathbones Group PLC | Added | +76.0k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added | +65.7k |
| Corient Private Wealth LP | Added | +57.5k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -1.2m |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Reduced | -226.8k |
| Ninety One UK Ltd | Reduced | -220.6k |
| FMR LLC | Reduced | -211.7k |
| Capital World Investors | Reduced | -150.3k |
| NORDEA INVESTMENT MANAGEMENT AB | Reduced | -122.6k |
| Capital International Investors | Reduced | -100.8k |
| MORGAN STANLEY | Reduced | -92.5k |
| Qube Research & Technologies Ltd | Reduced | -89.2k |
| Rakuten Investment Management, Inc. | Reduced | -80.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.0bn743.5k shares |
| CITADEL ADVISORS LLC | Added | $2.4bn445.8k shares |
| JANE STREET GROUP, LLC | Added | $979.0m182.8k shares |
| ALKEON CAPITAL MANAGEMENT LLC | Added | $937.2m175.0k shares |
| IMC-Chicago, LLC | Added | $536.1m100.1k shares |
| CTC LLC | Added | $439.7m821 shares |
| D. E. Shaw & Co., Inc. | Reduced | $420.9m78.6k shares |
| Walleye Trading LLC | Added | $191.7m35.8k shares |
| Marex Group Ltd | New | $160.7m30.0k shares |
| CITIGROUP INC | Reduced | $116.2m21.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.4bn443.5k shares |
| CITADEL ADVISORS LLC | Added | $1.2bn222.9k shares |
| IMC-Chicago, LLC | New | $595.0m111.1k shares |
| JANE STREET GROUP, LLC | Added | $578.9m108.1k shares |
| CTC LLC | Reduced | $361.5m675 shares |
| Marex Group Ltd | Reduced | $348.1m65.0k shares |
| HSBC HOLDINGS PLC | Added | $329.0m61.2k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $219.6m41.0k shares |
| D. E. Shaw & Co., Inc. | Added | $162.3m30.3k shares |
| SIMPLEX TRADING, LLC | New | $146.2m27.3k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.6% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q4 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2024 | 0 | — | 4 | $50.5m | $47.9m |
| Q2 2024 | 0 | — | 3 | $10.5m | $8.6m |
| Q3 2024 | 0 | — | 3 | $6.5m | $3.1m |
| Q4 2024 | 0 | — | 1 | $878.2k | — |
| Q1 2025 | 0 | — | 1 | $4.2m | — |
| Q2 2025 | 0 | — | 2 | $12.3m | $10.7m |
| Q3 2025 | 0 | — | 3 | $17.7m | $17.7m |
| Q4 2025 | 0 | — | 4 | $17.4m | $16.4m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-12-15 | Fogel Glenn D CEO AND PRESIDENT, director | Sold plan | $3.1m571 shares |
| 2025-12-15 | Fogel Glenn D CEO AND PRESIDENT, director | Sold plan | $2.4m442 shares |
| 2025-12-15 | WITTMAN VANESSA AMES Director | Sold plan | $80.4k15 shares |
| 2025-12-02 | MYLOD ROBERT J JR Director · By Annox Capital, LLC | Sold plan | $200.0k40 shares |
| 2025-11-17 | Fogel Glenn D CEO AND PRESIDENT, director | Sold plan | $2.1m443 shares |
| 2025-11-17 | Fogel Glenn D CEO AND PRESIDENT, director | Sold plan | $2.0m400 shares |
| 2025-11-17 | Fogel Glenn D CEO AND PRESIDENT, director | Sold plan | $860.6k170 shares |
| 2025-11-17 | WITTMAN VANESSA AMES Director | Sold plan | $75.5k15 shares |
| 2025-11-07 | Pisano Paulo CHIEF HUMAN RESOURCES OFFICER | Sold | $1.0m200 shares |
| 2025-11-07 | MYLOD ROBERT J JR Director · By Annox Capital, LLC | Sold plan | $200.0k40 shares |
| 2025-10-15 | Fogel Glenn D CEO AND PRESIDENT, director | Sold plan | $3.2m625 shares |
| 2025-10-15 | Fogel Glenn D CEO AND PRESIDENT, director | Sold plan | $2.0m388 shares |
| 2025-10-15 | WITTMAN VANESSA AMES Director | Sold plan | $79.4k15 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.23% of their portfolio | 3.0m $16.1bn | Added +23.2k |
| J. Stern & Co. LLP 0.24% of their portfolio | 2.8m $2.8m | Added +2.8m |
| BlackRock, Inc. 0.25% of their portfolio | 2.8m $14.8bn | Reduced -45.3k |
| STATE STREET CORP 0.26% of their portfolio | 1.4m $7.7bn | Added +7.0k |
| JPMORGAN CHASE & CO 0.40% of their portfolio | 1.1m $6.0bn | Reduced -1.2m |
| Invesco Ltd. 0.56% of their portfolio | 1.1m $6.0bn | Added +711.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.56% of their portfolio | 966.1k $5.2bn | Added +128.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.28% of their portfolio | 857.2k $4.6bn | Reduced -971 |
| Dodge & Cox 2.12% of their portfolio | 732.1k $3.9bn | Added +57.0k |
| Capital World Investors 0.47% of their portfolio | 641.7k $3.4bn | Reduced -150.3k |
| NORGES BANK 0.35% of their portfolio | 610.8k $3.3bn | Not comparable |
| MORGAN STANLEY 0.19% of their portfolio | 594.2k $3.2bn | Reduced -92.5k |
| FMR LLC 0.14% of their portfolio | 523.9k $2.8bn | Reduced -211.7k |
| Bank of New York Mellon Corp 0.35% of their portfolio | 369.6k $2.0bn | Reduced -15.4k |
| NORTHERN TRUST CORP 0.24% of their portfolio | 358.4k $1.9bn | Reduced -2.3k |
| Nuveen, LLC 0.45% of their portfolio | 321.7k $1.7bn | Reduced -23.2k |
| JANUS HENDERSON GROUP PLC 0.76% of their portfolio | 318.6k $1.7bn | Reduced -27.4k |
| Sanders Capital, LLC 1.83% of their portfolio | 297.5k $1.6bn | Added +10.5k |
| DEUTSCHE BANK AG\ 0.51% of their portfolio | 293.6k $1.6bn | Added +9.7k |
| HSBC HOLDINGS PLC 0.41% of their portfolio | 271.2k $1.5bn | Added +166.0k |
| Amundi 0.36% of their portfolio | 247.6k $1.3bn | Added +14.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.28% of their portfolio | 246.1k $1.3bn | Reduced -25.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.20% of their portfolio | 235.9k $1.3bn | Added +6.7k |
| Legal & General Group Plc 0.28% of their portfolio | 233.0k $1.2bn | Reduced -1.9k |
| D. E. Shaw & Co., Inc. 0.89% of their portfolio | 219.4k $1.2bn | Added +87.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.68% of their portfolio | 217.8k $1.2bn | Added +2.2k |
| GOLDMAN SACHS GROUP INC 0.16% of their portfolio | 210.0k $1.1bn | Reduced -15.1k |
| Ninety One UK Ltd 2.39% of their portfolio | 208.5k $1.1bn | Reduced -220.6k |
| AQR CAPITAL MANAGEMENT LLC 0.50% of their portfolio | 178.0k $953.1m | Added +33.5k |
| Capital Research Global Investors 0.17% of their portfolio | 171.8k $920.3m | Added +113.5k |
| AMERIPRISE FINANCIAL INC 0.21% of their portfolio | 170.1k $911.0m | Added +6.7k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.78% of their portfolio | 166.7k $892.5m | Reduced -50.2k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.54% of their portfolio | 150.1k $799.1m | Reduced -17.3k |
| ROYAL BANK OF CANADA 0.14% of their portfolio | 147.4k $789.5m | Added +8.9k |
| VICTORY CAPITAL MANAGEMENT INC 0.44% of their portfolio | 144.6k $774.8m | Reduced -71.2k |
| Rothschild & Co Wealth Management UK Ltd 12.05% of their portfolio | 143.1k $766.4m | Added +843 |
| FIRST TRUST ADVISORS LP 0.54% of their portfolio | 139.7k $747.9m | Reduced -7.4k |
| BANK OF AMERICA CORP /DE/ 0.05% of their portfolio | 132.8k $711.1m | Added +3.3k |
| Rathbones Group PLC 1.37% of their portfolio | 129.8k $695.2m | Added +76.0k |
| ACADIAN ASSET MANAGEMENT LLC 1.13% of their portfolio | 128.2k $686.6m | Added +1.0k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.49% of their portfolio | 121.2k $648.9m | Reduced -226.8k |
| ALLIANCEBERNSTEIN L.P. 0.20% of their portfolio | 118.0k $631.9m | Added +5.0k |
| FRANKLIN RESOURCES INC 0.15% of their portfolio | 116.3k $622.6m | Reduced -69.5k |
| TD Asset Management Inc 0.49% of their portfolio | 114.4k $612.7m | Added +3.6k |
| Mawer Investment Management Ltd. 3.37% of their portfolio | 112.2k $600.9m | Reduced -31.0k |
| BARCLAYS PLC 0.23% of their portfolio | 108.9k $583.4m | Reduced -32.3k |
| UBS Group AG 0.11% of their portfolio | 107.0k $572.9m | Reduced -9.0k |
| BROWN ADVISORY INC 0.79% of their portfolio | 105.9k $566.9m | Added +10.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.33% of their portfolio | 105.0k $562.5m | Reduced -2.0k |
| NORDEA INVESTMENT MANAGEMENT AB 0.45% of their portfolio | 98.2k $528.5m | Reduced -122.6k |
| Boston Partners 0.53% of their portfolio | 96.2k $515.2m | Reduced -4.6k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 4.23% of their portfolio | 92.3k $494.2m | Added +8.8k |
| Holocene Advisors, LP 1.03% of their portfolio | 91.4k $489.2m | Added +87.6k |
| Longview Partners (Guernsey) LTD 5.09% of their portfolio | 91.1k $487.7m | Reduced -9.3k |
| DIMENSIONAL FUND ADVISORS LP 0.10% of their portfolio | 89.1k $477.4m | Reduced -2.6k |
| Swiss National Bank 0.28% of their portfolio | 88.8k $475.6m | Reduced -5.0k |
| Robeco Institutional Asset Management B.V. 0.67% of their portfolio | 87.8k $470.2m | Added +53 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.53% of their portfolio | 85.9k $460.0m | Added +65.7k |
| Corient Private Wealth LP 0.20% of their portfolio | 81.4k $292.7m | Added +57.5k |
| Bridgewater Associates, LP 1.57% of their portfolio | 80.5k $431.3m | Added +2.8k |
| Pacer Advisors, Inc. 1.09% of their portfolio | 78.0k $417.6m | Reduced -805 |
| BNP PARIBAS FINANCIAL MARKETS 0.26% of their portfolio | 77.9k $417.0m | Added +25.6k |
| National Pension Service 0.30% of their portfolio | 76.0k $406.9m | Reduced -8.2k |
| Russell Investments Group, Ltd. 0.43% of their portfolio | 74.1k $397.5m | Reduced -3.0k |
| FIDUCIARY MANAGEMENT INC /WI/ 4.30% of their portfolio | 73.1k $391.5m | Reduced -7.1k |
| Pictet Asset Management Holding SA 0.38% of their portfolio | 73.0k $391.2m | Added +4.5k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.58% of their portfolio | 72.2k $386.8m | First filing |
| Caisse de depot et placement du Quebec 0.66% of their portfolio | 72.1k $386.2m | Added +25.8k |
| Capital International Investors 0.06% of their portfolio | 72.1k $386.2m | Reduced -100.8k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 1.48% of their portfolio | 71.4k $382.5m | Added +2.9k |
| Life Cycle Investment Partners Ltd 2.53% of their portfolio | 67.5k $361.5m | First filing |
| AMERICAN CENTURY COMPANIES INC 0.18% of their portfolio | 66.7k $357.0m | Reduced -5.1k |
| Bank Julius Baer & Co. Ltd, Zurich 0.97% of their portfolio | 65.4k $351.1m | Reduced -734 |
| Voyager Global Management LP 10.18% of their portfolio | 65.0k $348.1m | Added +8.0k |
| Align Financial, LLC 0.04% of their portfolio | 64.5k $64.5k | First filing |
| CITIGROUP INC 0.23% of their portfolio | 63.8k $341.5m | Reduced -28.4k |
| RHUMBLINE ADVISERS 0.28% of their portfolio | 63.7k $341.0m | Reduced -2.2k |
| California Public Employees Retirement System 0.19% of their portfolio | 63.5k $339.8m | Reduced -805 |
| Alphinity Investment Management Pty Ltd 3.39% of their portfolio | 62.4k $334.4m | Added +328 |
| CANADA LIFE ASSURANCE Co 0.57% of their portfolio | 61.0k $326.5m | Reduced -14.9k |
| BROWN BROTHERS HARRIMAN & CO 1.75% of their portfolio | 59.9k $320.8m | Reduced -1.6k |
| GUARDCAP ASSET MANAGEMENT Ltd 8.49% of their portfolio | 59.3k $317.8m | Reduced -15.9k |
| CITADEL ADVISORS LLC 0.22% of their portfolio | 59.1k $316.6m | Added +34.1k |
| Man Group plc 0.60% of their portfolio | 59.1k $316.4m | Reduced -317 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.43% of their portfolio | 58.4k $313.0m | Added +22.5k |
| NATIONAL BANK OF CANADA /FI/ 0.31% of their portfolio | 56.5k $302.5m | Reduced -15.6k |
| WELLS FARGO & COMPANY/MN 0.06% of their portfolio | 56.3k $301.8m | Reduced -1.9k |
| ProShare Advisors LLC 0.53% of their portfolio | 56.1k $300.4m | Added +15.1k |
| BANK OF NOVA SCOTIA 0.43% of their portfolio | 54.5k $291.9m | Added +35.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.28% of their portfolio | 52.6k $281.9m | Reduced -284 |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.45% of their portfolio | 51.8k $277.9m | Reduced -3.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.08% of their portfolio | 51.6k $276.3m | Reduced -3.9k |
| PRUDENTIAL FINANCIAL INC 0.33% of their portfolio | 50.4k $270.0m | Reduced -2.1k |
| Allianz Asset Management GmbH 0.31% of their portfolio | 50.0k $267.8m | Reduced -24.7k |
| TIMUCUAN ASSET MANAGEMENT INC/FL 8.24% of their portfolio | 47.4k $253.7m | Reduced -979 |
| Vontobel Holding Ltd. 0.83% of their portfolio | 47.1k $252.3m | Reduced -31.2k |
| CREDIT AGRICOLE S A 0.69% of their portfolio | 46.9k $250.9m | Added +22.3k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.16% of their portfolio | 45.9k $245.8m | Reduced -19.0k |
| Metropolis Capital Ltd 7.82% of their portfolio | 45.7k $244.8m | Added +2.0k |
| Qube Research & Technologies Ltd 0.35% of their portfolio | 45.6k $244.3m | Reduced -89.2k |