Stocklore

Booking Holdings Inc. (BKNG)

Hotels & Travel · US stock

What changed in recent filings

  • Merchant Revenue segment 61% → 67%Mar 31, 2025 → Mar 31, 2026
  • Institutions — 5 new13F · as of end of 2026 Q2 · Share counts are not compared across this quarter

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Booking Holdings Inc.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 10
2019 Q1 · 82019 Q2 · 62019 Q3 · 82019 Q4 · 52020 Q1 · 72020 Q2 · 102020 Q3 · 92020 Q4 · 92021 Q1 · 82021 Q2 · 82021 Q3 · 102021 Q4 · 82022 Q1 · 82022 Q2 · 102022 Q3 · 102022 Q4 · 102023 Q1 · 82023 Q2 · 82023 Q3 · 102023 Q4 · 102024 Q1 · 92024 Q2 · 82024 Q3 · 72024 Q4 · 72025 Q1 · 72025 Q2 · 82025 Q3 · 72025 Q4 · 72026 Q1 · 82026 Q2 · 10
19 Q122 Q326 Q2

2019 Q1: 8 → 2026 Q2: 10 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Booking Holdings Inc.

Institutions we track that reported holding this stock in their most recent 13F.

  • Dodge & Cox2.38% of portfolio · held as of 2019 Q1 or earlier
  • Baillie Gifford & Co0.01% of portfolio · since 2020 Q2
  • Bridgewater Associates0.03% of portfolio · since 2021 Q3
  • Temasek Holdings (Singapore)0.82% of portfolio · since 2023 Q3
  • Tudor Investment Corp0.03% of portfolio · since 2025 Q4
  • Moore Capital ManagementNew this quarter0.01% of portfolio · since 2026 Q2
  • Harris Associates (Oakmark)0.37% of portfolio · held as of 2026 Q2 or earlier
  • National Pension Service (Korea)0.23% of portfolio · held as of 2026 Q2 or earlier
  • Caisse de depot (Quebec)0.33% of portfolio · held as of 2026 Q2 or earlier
  • Capital World Investors0.43% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

The world's largest online travel platform, running Booking.com, Kayak, and Priceline.

What is the Hotels & Travel sector?

Hotels, casinos, cruises, and travel booking. Tied to consumer sentiment.

Booking Holdings Inc. is classified under the Hotels & Travel sector. See peers below.

Booking Holdings Inc. key financials

Based on SEC filings · as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

Booking Holdings Inc. vs Hotels & Travel sector benchmark

Median of 12 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
12.9%vs benchmark 6.3%↑ above
Operating margin
34.0%vs benchmark 17.4%↑ above
Net margin
25.5%vs benchmark 10.4%↑ above

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

BKNG segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Mar '25Mar '26
Merchant Revenue 67%Agency Revenue 28%Advertising and other revenues 6%

4 quarters with a different segment breakdown were omitted (filing basis changed).

ETFs holding Booking Holdings Inc.

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLYState Street(R) Consumer Discretionary Select Sector SPDR(R) ETF
3.44%
QQQInvesco QQQ Trust, Series 1
0.60%
QQQMInvesco NASDAQ 100 ETF
0.58%
VUGVANGUARD GROWTH INDEX FUND
0.40%
SPY
0.21%
VOOVANGUARD 500 INDEX FUND
0.21%
IVViShares Core S&P 500 ETF
0.21%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.19%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.19%
RSPInvesco S&P 500 Equal Weight ETF
0.19%

BKNG on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Hotels & Travel average
See full BKNG analysis →

Peers · Hotels & Travel

BKNG FAQ

What is Booking Holdings Inc. (BKNG)?

The world's largest online travel platform, running Booking.com, Kayak, and Priceline.

What sector is Booking Holdings Inc. in?

Booking Holdings Inc. is classified under Hotels & Travel. Hotels, casinos, cruises, and travel booking. Tied to consumer sentiment.

What are Booking Holdings Inc.'s key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 12.9%, Operating margin 34.0%, Net margin 25.5%. Definitions and interpretation are available on Stocklore.

Where can I analyze Booking Holdings Inc. (BKNG) stock?

On Stocklore you can see BKNG's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

Stocklore · CEO Lee Seung-jae · Business reg. no. 764-36-01607 · E-commerce permit 2026-Jeonju Wansan-0476 · Tel +82-70-7954-4939 · S120, Rm 302, 3F, 21 Jungsanjungang-ro, Wansan-gu, Jeonju, Jeonbuk, Korea