Coffee Ownership | Who Owns Coffee?
Coffee Ownership Summary
Coffee is owned by 12.75% institutional investors, 12.74% insiders, and 74.51% retail investors. Renaissance is the largest institutional shareholder, holding 7.19% of JVA shares. Auer Growth is the top mutual fund, with 2.28% of its assets in Coffee shares.
JVA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Coffee | 12.75% | 12.74% | 74.51% |
| Sector | Consumer Defensive Stocks | 33.57% | 17.09% | 49.33% |
| Industry | Packaged Foods Stocks | 37.22% | 19.66% | 43.12% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Renaissance | 410.66K | 7.19% | $1.75M |
| Quinn opportunity partners | 120.16K | 2.10% | $510.68K |
| Vanguard group | 90.29K | 1.58% | $350.31K |
| Dimensional fund advisors lp | 85.23K | 1.49% | $362.23K |
| Geode capital management | 64.39K | 1.13% | $273.65K |
| Bridgeway capital management | 39.42K | 0.69% | $167.53K |
| Empowered funds | 38.42K | 0.67% | $163.28K |
| Citadel advisors | 36.58K | 0.64% | $155.46K |
| Sheaff brock investment advisors | 35.00K | 0.61% | $119.70K |
| Vanguard fiduciary trust | 32.18K | 0.56% | $136.76K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Mcintyre freedman & flynn investment advisers | 24.00K | 0.06% | $102.00K |
| Quinn opportunity partners | 120.16K | 0.03% | $510.68K |
| Sheaff brock investment advisors | 35.00K | 0.01% | $119.70K |
| Bridgeway capital management | 39.42K | 0.00% | $167.53K |
| Virtu financial | 11.52K | 0.00% | $53.00K |
| Renaissance | 410.66K | 0.00% | $1.75M |
| Empowered funds | 38.42K | 0.00% | $163.28K |
| Centiva capital, lp | 14.63K | 0.00% | $62.16K |
| Integrated wealth concepts | 10.00K | 0.00% | $42.50K |
| Allworth financial lp | 16.50K | 0.00% | $70.13K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sheaff brock investment advisors | 35.00K | 0.01% | 35.00K |
| Vanguard fiduciary trust | 32.18K | - | 32.18K |
| Centiva capital, lp | 14.63K | 0.00% | 14.63K |
| Advisor group | 16.00K | 0.00% | 13.20K |
| Virtu financial | 11.52K | 0.00% | 11.52K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Eam investors | - | - | -93.15K |
| Drw securities | - | - | -67.27K |
| Royal bank of canada | - | - | -52.00K |
| Millennium management | - | - | -31.84K |
| Trexquant investment lp | - | - | -21.12K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sheaff brock investment advisors | 35.00K | 0.01% | 35.00K | $119.70K |
| Vanguard fiduciary trust | 32.18K | - | 32.18K | $136.76K |
| Centiva capital, lp | 14.63K | 0.00% | 14.63K | $62.16K |
| Virtu financial | 11.52K | 0.00% | 11.52K | $53.00K |
| Fmr | 965.00 | - | 965.00 | $4.10K |
Sold Out
| Holder | Change |
|---|---|
| Jpmorgan chase | -15.00 |
| Spire wealth management | -148.00 |
| Lazard asset management | -400.00 |
| Northwestern mutual wealth management | -406.00 |
| Investors research | -2.00K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 18 | -40.00% | 727,780 | -33.01% | 12 | 3.52% | 10 | -9.09% | 4 | -66.67% |
| Dec 31, 2025 | 24 | -20.00% | 890,162 | -25.04% | 15 | 3.60% | 9 | -47.06% | 9 | - |
| Sep 30, 2025 | 28 | 7.69% | 1,108,126 | -0.97% | 19 | 5.05% | 17 | 30.77% | 8 | - |
| Jun 30, 2025 | 28 | 3.70% | 1,152,427 | -3.10% | 20 | 4.65% | 15 | -16.67% | 8 | 33.33% |
| Mar 31, 2025 | 27 | 8.00% | 1,189,273 | 25.81% | 20 | 7.60% | 19 | 58.33% | 5 | -16.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Auer Growth | 130.00K | 2.28% | - |
| IMC US Ultra Micro Cap | 102.85K | 1.80% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 58.11K | 1.02% | - |
| RBC Microcap Value I | 52.00K | 0.91% | - |
| Pleiades Small Cap Equity A | 51.42K | 0.90% | 51.42K |
| EA Bridgeway Omni Small-Cap Value ETF | 40.18K | 0.70% | 560.00 |
| Fidelity Extended Market Index | 36.74K | 0.64% | 10.33K |
| Dimensional US Small Cap Value ETF | 31.13K | 0.55% | - |
| PSM Growth UI | 21.47K | 0.38% | - |
| Vanguard Total Stock Mkt Idx Inv | 19.30K | 0.34% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 01, 2024 | GORDON ANDREW | CEO and President | Buy | $21.50K |
| Jun 27, 2024 | GORDON ANDREW | CEO and President | Buy | $20.89K |
| Jun 28, 2024 | GORDON ANDREW | CEO and President | Buy | $12.00K |
| Jun 27, 2024 | GORDON DAVID | EVP and COO | Buy | $14.33K |
| Sep 17, 2021 | GORDON DAVID | EVP and Secretary | Buy | $21.82K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | 1 | - |
| 2024 Q2 | 3 | - |
| 2021 Q3 | 4 | - |
| 2020 Q3 | 4 | - |
| 2020 Q2 | 7 | - |
JVA Ownership FAQ
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