Educational Development Ownership | Who Owns Educational Development?


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Educational Development Ownership Summary


Educational Development is owned by 22.72% institutional investors, 24.86% insiders, and 52.42% retail investors. Needham investment management is the largest institutional shareholder, holding 9.32% of EDUC shares. Needham Aggressive Growth Retail is the top mutual fund, with 9.32% of its assets in Educational Development shares.

EDUC Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockEducational Development22.72%24.86%52.42%
SectorCommunication Services Stocks 46.53%15.90%37.58%
IndustryPublishing Stocks 42.24%20.01%37.75%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Needham investment management800.00K9.32%$1.06M
Ameriprise financial561.39K6.79%$926.29K
Renaissance222.54K2.69%$367.20K
Ridgewood investments80.34K0.94%$107.66K
Bridgeway capital management72.70K0.88%$119.95K
Vanguard group64.78K0.78%$106.89K
Geode capital management60.50K0.73%$99.88K
Raymond james financial services advisors24.12K0.29%$44.70K
Raymond james financial24.62K0.29%$32.99K
Dimensional fund advisors lp22.75K0.28%$37.54K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Needham investment management800.00K0.08%$1.06M
Ridgewood investments80.34K0.05%$107.66K
Bridgeway capital management72.70K0.00%$119.95K
Renaissance222.54K0.00%$367.20K
Ameriprise financial561.39K0.00%$926.29K
Tower research capital llc (trc)3.02K0.00%$4.98K
Raymond james financial services advisors24.12K0.00%$44.70K
Marotta asset management---
Bank of america corp /de/51.00-$95.00
Vista investment partners---

Top Buyers

HolderShares% AssetsChange
Raymond james financial services advisors24.12K0.00%24.12K
Ameriprise financial561.39K0.00%4.53K
Dimensional fund advisors lp22.75K-1.89K
Ridgewood investments80.34K0.05%1.67K
Tower research capital llc (trc)3.02K0.00%1.19K

Top Sellers

HolderShares% AssetsChange
Vista investment partners---25.00K
Marotta asset management---12.70K
Millennium management---11.36K
Needham investment management800.00K0.08%-5.00K
Renaissance222.54K0.00%-2.60K

New Positions

HolderShares% AssetsChangeValue
Raymond james financial services advisors24.12K0.00%24.12K$44.70K
Bank of america corp /de/51.00-51.00$95.00

Sold Out

HolderChange
Fmr-1.00
Jpmorgan chase-7.00
Wells fargo & company/mn-50.00
Advisor group-262.00
Millennium management-11.36K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 202518-10.00%1,950,323-1.53%223.96%2-60.00%6-14.29%
Mar 31, 202520-1,980,6081.27%234.28%5-44.44%7133.33%
Dec 31, 20246-66.67%150,814-92.22%10.33%3-57.14%--100.00%
Sep 30, 202418-5.26%1,939,0511.37%234.38%7-12.50%4-33.33%
Jun 30, 202419-1,912,7726.49%234.90%860.00%620.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Needham Aggressive Growth Retail800.00K9.32%-5.00K
Columbia Small Cap Value I390.08K4.54%-
Columbia Small Cap Value I A390.08K4.54%-
Columbia VP Small Cap Value 1110.42K1.29%-
Bridgeway Ultra-Small Company55.70K0.65%-
Vanguard Institutional Extnd Mkt Idx Tr44.50K0.52%-20.28K
Vanguard Total Stock Mkt Idx Inv32.21K0.38%-703.00
Fidelity Extended Market Index30.97K0.36%-
Bridgeway Ultra-Small Company Market16.40K0.19%-
Fidelity Nasdaq Composite Index7.08K0.08%-

Recent Insider Transactions


DateNameRoleActivityValue
Oct 22, 2024Emerson Amy-Buy$4.08K
Oct 23, 2024White Craig M CHIEF EXECUTIVE OFFICERBuy-
Oct 23, 2024O Keefe Daniel E CHIEF FINANCIAL OFFICERBuy-
Oct 23, 2024Cobb Heather N. CHIEF SALES&MARKETING OFFICERBuy-
May 20, 2024White Craig M CHIEF EXECUTIVE OFFICERBuy-

Insider Transactions Trends


DateBuySell
2024 Q44-
2024 Q23-
2024 Q13-
2023 Q43-
2023 Q23-

EDUC Ownership FAQ


Who Owns Educational Development?

Educational Development shareholders are primarily institutional investors at 22.72%, followed by 24.86% insiders and 52.42% retail investors. The average institutional ownership in Educational Development's industry, Publishing Stocks , is 42.24%, which Educational Development falls below.

Who owns the most shares of Educational Development?

Educational Development’s largest shareholders are Needham investment management (800K shares, 9.32%), Ameriprise financial (561.39K shares, 6.79%), and Renaissance (222.54K shares, 2.69%). Together, they hold 18.80% of Educational Development’s total shares outstanding.

Does Blackrock own Educational Development?

BlackRock is not among the top 10 institutional shareholders of Educational Development.

Who is Educational Development’s biggest shareholder by percentage of total assets invested?

Needham investment management is Educational Development’s biggest shareholder by percentage of total assets invested, with 0.08% of its assets in 800K Educational Development shares, valued at 1.06M$.

Who is the top mutual fund holder of Educational Development shares?

Needham Aggressive Growth Retail is the top mutual fund holder of Educational Development shares, with 9.32% of its total shares outstanding invested in 800K Educational Development shares.

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