Five Below Ownership | Who Owns Five Below?
Five Below Ownership Summary
Five Below is owned by 15.97% institutional investors, 2.04% insiders, and 81.98% retail investors. Northwestern mutual wealth management is the largest institutional shareholder, holding 25.14% 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 | 15.97% | 2.04% | 81.98% |
| Sector | Consumer Cyclical Stocks | 33.21% | 14.13% | 52.66% |
| Industry | Discount Stores Stocks | 49.65% | 5.67% | 44.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Northwestern mutual wealth management | 55.45M | 25.14% | $2.98B |
| Blackrock | 5.05M | 9.16% | $550.40M |
| Fmr | 2.24M | 4.06% | $345.96M |
| American century companies | 1.87M | 3.40% | $289.77M |
| State street | 1.67M | 3.04% | $258.99M |
| Vanguard group | 5.34M | 2.42% | $1.01B |
| Balyasny asset management | 1.27M | 2.31% | $167.13M |
| Blackrock funding, inc. /de | 4.90M | 2.22% | $923.78M |
| Marshall wace, llp | 1.15M | 2.10% | $178.56M |
| D. e. shaw | 1.09M | 1.98% | $114.29M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Pacifica capital investments | 597.00K | 30.63% | $112.45M |
| Hook mill capital partners, lp | 526.33K | 7.44% | $81.42M |
| Tabor asset management, lp | 69.24K | 6.46% | $10.71M |
| Semper augustus investments group | 308.34K | 5.95% | $47.70M |
| Panoramic capital | 60.84K | 4.23% | $9.41M |
| Western standard | 40.60K | 3.53% | $7.65M |
| Giverny capital | 637.09K | 3.14% | $98.56M |
| Anomaly capital management, lp | 658.31K | 2.99% | $101.84M |
| Riverbridge partners | 814.64K | 2.88% | $153.45M |
| Bullseye asset management | 34.56K | 2.80% | $5.35M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Northwestern mutual wealth management | 55.45M | 1.89% | 55.45M |
| Balyasny asset management | 1.27M | 0.25% | 1.14M |
| Norges bank | 970.41K | 0.02% | 970.41K |
| Wellington management group llp | 848.11K | 0.02% | 507.49K |
| American century companies | 1.87M | 0.15% | 332.62K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Montrusco bolton investments | - | - | -2.33M |
| Steadfast capital management lp | - | - | -1.18M |
| Artisan partners limited partnership | - | - | -869.06K |
| Cooper creek partners management | - | - | -849.50K |
| Atreides management, lp | - | - | -777.01K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 970.41K | 0.02% | 970.41K | $182.79M |
| Arrowstreet capital, limited partnership | 258.91K | 0.03% | 258.91K | $40.05M |
| Hood river capital management | 208.78K | 0.38% | 208.78K | $32.30M |
| Qube research | 200.43K | 0.03% | 200.43K | $31.01M |
| Allianz asset management gmbh | 186.72K | 0.04% | 186.72K | $35.17M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -1.00 |
| Mcclarren financial advisors | -1.00 |
| Greenline partners | -1.00 |
| Palisade asset management | -1.00 |
| Halbert hargrove global advisors | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 394 | -26.90% | 35,239,214 | -38.80% | 15 | 0.15% | 202 | -31.53% | 126 | -13.10% |
| Sep 30, 2025 | 513 | 5.34% | 57,287,021 | 5.85% | 104 | 1.08% | 281 | 15.16% | 140 | -17.65% |
| Jun 30, 2025 | 489 | 10.14% | 58,892,937 | 4.52% | 106 | 1.02% | 242 | 12.56% | 172 | 34.38% |
| Mar 31, 2025 | 7 | -98.49% | 529,875 | -99.09% | - | 0.01% | 3 | -98.72% | 1 | -99.21% |
| Dec 31, 2024 | 217 | -50.68% | 21,097,972 | -62.66% | 38 | 0.36% | 103 | -45.79% | 63 | -62.05% |
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 | 1.78M | 3.23% | 30.21K |
| T. Rowe Price US Mid-Cap Growth Equity | 1.74M | 3.17% | -2.20K |
| Vanguard Total Stock Mkt Idx Inv | 1.74M | 3.16% | 2.96K |
| Vanguard US Total Market Shares ETF | 1.67M | 3.03% | 1.32K |
| Vanguard Small Cap Index | 1.25M | 2.27% | 3.16K |
| Avantis US Small Cap Value ETF | 1.02M | 1.85% | - |
| T. Rowe Price Mid-Cap Growth | 900.00K | 1.63% | -249.50K |
| American Funds SMALLCAP World A | 885.29K | 1.60% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 26, 2026 | MARKEE RICHARD L | - | Sell | $696.12K |
| Mar 24, 2026 | SARGENT RONALD | - | Sell | $2.32M |
| Mar 23, 2026 | SARGENT RONALD | - | Sell | $2.31M |
| Mar 20, 2026 | BULL KENNETH R | COO | Sell | $472.14K |
| Mar 20, 2026 | BULL KENNETH R | COO | Sell | $477.98K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 15 |
| 2025 Q4 | - | 16 |
| 2025 Q3 | - | 3 |
| 2025 Q2 | - | 7 |
| 2025 Q1 | - | 3 |
FIVE Ownership FAQ
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