Five Below Ownership | Who Owns Five Below?
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
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Five Below | 102.34% | 2.23% | -4.57% |
Sector | Consumer Cyclical Stocks | 59.49% | 12.59% | 27.92% |
Industry | Specialty Retail Stocks | 50.74% | 11.31% | 37.95% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 5.05M | 9.16% | $550.83M |
Blackrock | 5.05M | 9.16% | $550.40M |
Price t rowe associates inc /md/ | 3.81M | 6.91% | $415.51M |
T. rowe price investment management | 3.17M | 5.75% | $345.77M |
Fmr | 3.13M | 5.67% | $340.85M |
Capital world investors | 2.77M | 5.03% | $302.22M |
Wasatch advisors lp | 2.77M | 5.02% | $301.77M |
State street | 1.63M | 2.96% | $177.71M |
Riverbridge partners | 1.38M | 2.50% | $150.15M |
Geode capital management | 967.99K | 1.75% | $105.51M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Pacifica capital investments | 497.49K | 19.47% | $54.21M |
Ampfield management | 155.08K | 15.57% | $16.90M |
Crestwood capital management | 122.10K | 9.50% | $13.31M |
Giverny capital | 697.88K | 3.21% | $76.05M |
Riverbridge partners | 1.38M | 2.04% | $150.15M |
Bullseye asset management | 32.01K | 1.71% | $3.49M |
Wasatch advisors lp | 2.77M | 1.61% | $301.77M |
Summit creek advisors | 97.71K | 1.46% | $10.65M |
Grandeur peak global advisors | 152.70K | 1.33% | $16.64M |
Semper augustus investments group | 66.38K | 1.29% | $7.23M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Wasatch advisors lp | 2.77M | 1.61% | 893.23K |
Point72 asset management | 908.42K | 0.26% | 769.98K |
T. rowe price investment management | 3.17M | 0.22% | 724.24K |
Fil | 905.00K | 0.10% | 702.50K |
Jpmorgan chase | 759.38K | 0.01% | 647.02K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Montrusco bolton investments | - | - | -2.33M |
Capital research global investors | 597.32K | 0.01% | -1.11M |
Artisan partners limited partnership | - | - | -869.06K |
Holocene advisors, lp | - | - | -864.42K |
Cooper creek partners management | - | - | -849.50K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 533.43K | 0.01% | 533.43K | $58.13M |
J. goldman & co lp | 96.55K | 0.30% | 96.55K | $10.52M |
Corebridge financial | 70.33K | 0.04% | 70.33K | $7.66M |
Semper augustus investments group | 66.38K | 1.29% | 66.38K | $7.23M |
Capital fund management | 65.00K | 0.02% | 65.00K | $7.08M |
Sold Out
Holder | Change |
---|---|
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
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 435 | -11.94% | 56,315,663 | -3.31% | 102 | 0.92% | 187 | -19.05% | 164 | -1.80% |
Jun 30, 2024 | 494 | -8.35% | 58,255,167 | -0.77% | 105 | 0.93% | 231 | 3.59% | 166 | -14.87% |
Mar 31, 2024 | 539 | 0.56% | 58,705,331 | -2.44% | 106 | 0.90% | 223 | -11.16% | 195 | 7.73% |
Dec 31, 2023 | 536 | 10.97% | 60,175,793 | -0.61% | 108 | 0.91% | 251 | 19.52% | 181 | 0.56% |
Sep 30, 2023 | 483 | -6.94% | 60,546,833 | 4.09% | 109 | 1.00% | 210 | -0.94% | 180 | -7.69% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Capital Group Fundamental Invtrs Comp | 1.88M | 3.42% | -857.00 |
American Funds Fundamental Invs A | 1.88M | 3.42% | -857.00 |
iShares Core S&P Mid-Cap ETF | 1.77M | 3.21% | 3.48K |
T. Rowe Price Mid-Cap Growth | 1.75M | 3.17% | 147.00K |
T. Rowe Price US Mid-Cap Growth Equity | 1.75M | 3.17% | 348.20K |
US Small-Cap Growth II Equity Comp | 1.69M | 3.08% | -1.06M |
T. Rowe Price New Horizons | 1.69M | 3.08% | 9.21K |
Vanguard Total Stock Mkt Idx Inv | 1.66M | 3.01% | -7.09K |
Fidelity Greater Canada Sr F | 1.55M | 2.82% | -2.50K |
American Funds SMALLCAP World A | 1.40M | 2.55% | 631.50K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Jan 19, 2024 | Vellios Thomas | - | Sell | $577.73K |
Jan 19, 2024 | Vellios Thomas | - | Sell | $34.52K |
Jan 19, 2024 | Vellios Thomas | - | Sell | $1.25M |
Sep 08, 2023 | Anderson Joel D | President & CEO | Buy | $500.65K |
Jun 07, 2023 | SARGENT RONALD | - | Sell | $10.62K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | - |
2024 Q3 | - | - |
2024 Q2 | - | - |
2024 Q1 | - | 3 |
2023 Q4 | - | - |
FIVE Ownership FAQ
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