Five Below Ownership | Who Owns Five Below?


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Five Below Ownership Summary


Five Below is owned by 102.34% institutional investors, 2.23% insiders. Vanguard group is the largest institutional shareholder, holding 9.16% of FIVE shares. Capital Group Fundamental Invtrs Comp is the top mutual fund, with 3.42% of its assets in Five Below shares.

FIVE Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockFive Below102.34%2.23%-4.57%
SectorConsumer Cyclical Stocks 59.49%12.59%27.92%
IndustrySpecialty Retail Stocks 50.74%11.31%37.95%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group5.05M9.16%$550.83M
Blackrock5.05M9.16%$550.40M
Price t rowe associates inc /md/3.81M6.91%$415.51M
T. rowe price investment management3.17M5.75%$345.77M
Fmr3.13M5.67%$340.85M
Capital world investors2.77M5.03%$302.22M
Wasatch advisors lp2.77M5.02%$301.77M
State street1.63M2.96%$177.71M
Riverbridge partners1.38M2.50%$150.15M
Geode capital management967.99K1.75%$105.51M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Pacifica capital investments497.49K19.47%$54.21M
Ampfield management155.08K15.57%$16.90M
Crestwood capital management122.10K9.50%$13.31M
Giverny capital697.88K3.21%$76.05M
Riverbridge partners1.38M2.04%$150.15M
Bullseye asset management32.01K1.71%$3.49M
Wasatch advisors lp2.77M1.61%$301.77M
Summit creek advisors97.71K1.46%$10.65M
Grandeur peak global advisors152.70K1.33%$16.64M
Semper augustus investments group66.38K1.29%$7.23M

Top Buyers

HolderShares% AssetsChange
Wasatch advisors lp2.77M1.61%893.23K
Point72 asset management908.42K0.26%769.98K
T. rowe price investment management3.17M0.22%724.24K
Fil905.00K0.10%702.50K
Jpmorgan chase759.38K0.01%647.02K

Top Sellers

HolderShares% AssetsChange
Montrusco bolton investments---2.33M
Capital research global investors597.32K0.01%-1.11M
Artisan partners limited partnership---869.06K
Holocene advisors, lp---864.42K
Cooper creek partners management---849.50K

New Positions

HolderShares% AssetsChangeValue
Norges bank533.43K0.01%533.43K$58.13M
J. goldman & co lp96.55K0.30%96.55K$10.52M
Corebridge financial70.33K0.04%70.33K$7.66M
Semper augustus investments group66.38K1.29%66.38K$7.23M
Capital fund management65.00K0.02%65.00K$7.08M

Sold Out

HolderChange
Raleigh capital management-1.00
Tfo-tdc-1.00
Mcclarren financial advisors-1.00
Scarborough advisors-1.00
Prestige wealth management group-2.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2024435-11.94%56,315,663-3.31%1020.92%187-19.05%164-1.80%
Jun 30, 2024494-8.35%58,255,167-0.77%1050.93%2313.59%166-14.87%
Mar 31, 20245390.56%58,705,331-2.44%1060.90%223-11.16%1957.73%
Dec 31, 202353610.97%60,175,793-0.61%1080.91%25119.52%1810.56%
Sep 30, 2023483-6.94%60,546,8334.09%1091.00%210-0.94%180-7.69%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Capital Group Fundamental Invtrs Comp1.88M3.42%-857.00
American Funds Fundamental Invs A1.88M3.42%-857.00
iShares Core S&P Mid-Cap ETF1.77M3.21%3.48K
T. Rowe Price Mid-Cap Growth1.75M3.17%147.00K
T. Rowe Price US Mid-Cap Growth Equity1.75M3.17%348.20K
US Small-Cap Growth II Equity Comp1.69M3.08%-1.06M
T. Rowe Price New Horizons1.69M3.08%9.21K
Vanguard Total Stock Mkt Idx Inv1.66M3.01%-7.09K
Fidelity Greater Canada Sr F1.55M2.82%-2.50K
American Funds SMALLCAP World A1.40M2.55%631.50K

Recent Insider Transactions


DateNameRoleActivityValue
Jan 19, 2024Vellios Thomas-Sell$577.73K
Jan 19, 2024Vellios Thomas-Sell$34.52K
Jan 19, 2024Vellios Thomas-Sell$1.25M
Sep 08, 2023Anderson Joel D President & CEOBuy$500.65K
Jun 07, 2023SARGENT RONALD-Sell$10.62K

Insider Transactions Trends


DateBuySell
2024 Q4--
2024 Q3--
2024 Q2--
2024 Q1-3
2023 Q4--

FIVE Ownership FAQ


Who Owns Five Below?

Five Below shareholders are primarily institutional investors at 102.34%, followed by 2.23% insiders and -4.57% retail investors. The average institutional ownership in Five Below's industry, Specialty Retail Stocks , is 50.74%, which Five Below exceeds.

Who owns the most shares of Five Below?

Five Below’s largest shareholders are Vanguard group (5.05M shares, 9.16%), Blackrock (5.05M shares, 9.16%), and Price t rowe associates inc /md/ (3.81M shares, 6.91%). Together, they hold 25.23% of Five Below’s total shares outstanding.

Does Blackrock own Five Below?

Yes, BlackRock owns 9.16% of Five Below, totaling 5.05M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 550.4M$. In the last quarter, BlackRock decreased its holdings by -23.175K shares, a -0.46% change.

Who is Five Below’s biggest shareholder by percentage of total assets invested?

Pacifica capital investments is Five Below’s biggest shareholder by percentage of total assets invested, with 19.47% of its assets in 497.49K Five Below shares, valued at 54.21M$.

Who is the top mutual fund holder of Five Below shares?

Capital Group Fundamental Invtrs Comp is the top mutual fund holder of Five Below shares, with 3.42% of its total shares outstanding invested in 1.88M Five Below shares.

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