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BranchOut Food Ownership | Who Owns BranchOut Food?

OverviewRevenueFinancialsChart

BranchOut Food Ownership Summary

BranchOut Food is owned by 5.56% institutional investors, 52.88% insiders, and 41.56% retail investors. Clifford swan investment counsel is the largest institutional shareholder, holding 0.53% of BOF shares.

BOF Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockBranchOut Food5.56%52.88%41.56%
SectorConsumer Defensive Stocks 51.48%16.38%32.14%
IndustryPackaged Foods Stocks56.00%16.47%27.53%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Clifford swan investment counsel30.00K0.53%$72.90K
Evernest financial advisors26.00K0.46%$63.18K
Xtx topco24.41K0.43%$59.30K
Two sigma securities13.29K0.23%$32.28K
Newedge advisors---
Quadrature capital---
Headlands---
Northwestern mutual wealth management---
Greenwood gearhart---
Ubs group---

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Evernest financial advisors26.00K0.02%$63.18K
Two sigma securities13.29K0.00%$32.28K
Clifford swan investment counsel30.00K0.00%$72.90K
Xtx topco24.41K0.00%$59.30K
Newedge advisors---
Quadrature capital---
Headlands---
Northwestern mutual wealth management---
Greenwood gearhart---
Ubs group---

Top Buyers

HolderShares% AssetsChange
Two sigma securities13.29K0.00%13.29K
Clifford swan investment counsel30.00K0.00%-
Headlands---19.00
Northwestern mutual wealth management---27.00
Ubs group---1.04K

Top Sellers

HolderShares% AssetsChange
Evernest financial advisors26.00K0.02%-131.00K
Greenwood gearhart---94.95K
Newedge advisors---14.38K
Quadrature capital---10.80K
Xtx topco24.41K0.00%-3.47K

New Positions

HolderShares% AssetsChangeValue
Two sigma securities13.29K0.00%13.29K$32.28K

Sold Out

HolderChange
Headlands-19.00
Northwestern mutual wealth management-27.00
Ubs group-1.04K
Quadrature capital-10.80K
Newedge advisors-14.38K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 202515-16.67%316,464-40.34%515.11%6-33.33%3-25.00%
Mar 31, 20251820.00%530,46735.02%612.74%9-10.00%4300.00%
Dec 31, 20241515.38%392,87653.10%646.36%1025.00%1-50.00%
Sep 30, 20241362.50%256,616-32.03%34.93%833.33%2-
Jun 30, 2024860.00%377,567345.24%8207.75%6500.00%2-

Recent Insider Transactions

DateNameRoleActivityValue
Apr 21, 2025Jones Byron Riche-Buy$870.00
Aug 30, 2024Dalfonsi John Chief Financial OfficerBuy$10.00M
Aug 26, 2024Jones Byron Riche-Buy$1.92K
Jul 23, 2024Healy Eric Chief Executive OfficerBuy$40.00M
Jul 22, 2024Jones Byron Riche-Buy$41.34K

Insider Transactions Trends

DateBuySell
2025 Q21-
2025 Q1--
2024 Q4--
2024 Q34-

BOF Ownership FAQ

Who Owns BranchOut Food?

BranchOut Food shareholders are primarily institutional investors at 5.56%, followed by 52.88% insiders and 41.56% retail investors. The average institutional ownership in BranchOut Food's industry, Packaged Foods Stocks, is 56.00%, which BranchOut Food falls below.

Who owns the most shares of BranchOut Food?

BranchOut Food’s largest shareholders are Clifford swan investment counsel (30K shares, 0.53%), Evernest financial advisors (26K shares, 0.46%), and Xtx topco (24.4K shares, 0.43%). Together, they hold 1.41% of BranchOut Food’s total shares outstanding.

Does Blackrock own BranchOut Food?

BlackRock is not among the top 10 institutional shareholders of BranchOut Food.

Who is BranchOut Food’s biggest shareholder by percentage of total assets invested?

Evernest financial advisors is BranchOut Food’s biggest shareholder by percentage of total assets invested, with 0.02% of its assets in 26K BranchOut Food shares, valued at 63.18K$.

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