Coffee Ownership | Who Owns Coffee?
Coffee Ownership Summary
Coffee is owned by 20.19% institutional investors, 12.74% insiders, and 67.08% retail investors. Renaissance is the largest institutional shareholder, holding 6.69% of JVA shares. IMC US Ultra Micro Cap is the top mutual fund, with 1.80% of its assets in Coffee shares.
JVA Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Coffee | 20.19% | 12.74% | 67.08% |
Sector | Consumer Defensive Stocks | 51.48% | 16.38% | 32.14% |
Industry | Packaged Foods Stocks | 56.00% | 16.47% | 27.53% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Renaissance | 381.96K | 6.69% | $1.31M |
Vanguard group | 157.32K | 2.76% | $538.05K |
Quinn opportunity partners | 125.54K | 2.20% | $543.61K |
Allworth financial lp | 65.73K | 1.15% | $284.63K |
Royal bank of canada | 52.00K | 0.91% | $178.00K |
Citadel advisors | 51.51K | 0.90% | $120.53K |
Geode capital management | 50.92K | 0.89% | $174.14K |
Sheaff brock investment advisors | 35.00K | 0.61% | $119.70K |
Dimensional fund advisors lp | 32.26K | 0.57% | $110.34K |
Advisor group | 30.95K | 0.54% | $100.11K |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Quinn opportunity partners | 125.54K | 0.05% | $543.61K |
Mcintyre freedman & flynn investment advisers | 10.00K | 0.03% | $43.30K |
Sheaff brock investment advisors | 35.00K | 0.01% | $119.70K |
Xtx topco | 17.70K | 0.00% | $76.64K |
Renaissance | 381.96K | 0.00% | $1.31M |
Bridgeway capital management | 21.32K | 0.00% | $72.90K |
Allworth financial lp | 65.73K | 0.00% | $284.63K |
Empowered funds | 25.76K | 0.00% | $111.53K |
Jump financial | 13.30K | 0.00% | $57.61K |
Integrated wealth concepts | 10.00K | 0.00% | $34.20K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Allworth financial lp | 65.73K | 0.00% | 65.73K |
Renaissance | 381.96K | 0.00% | 52.50K |
Royal bank of canada | 52.00K | - | 52.00K |
Sheaff brock investment advisors | 35.00K | 0.01% | 35.00K |
Goldman sachs group | 27.41K | - | 27.41K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Eam investors | - | - | -93.15K |
Millennium management | - | - | -31.84K |
Trexquant investment lp | - | - | -21.12K |
Quadrature capital | - | - | -16.66K |
Virtu financial | - | - | -15.07K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Allworth financial lp | 65.73K | 0.00% | 65.73K | $284.63K |
Royal bank of canada | 52.00K | - | 52.00K | $178.00K |
Sheaff brock investment advisors | 35.00K | 0.01% | 35.00K | $119.70K |
Goldman sachs group | 27.41K | - | 27.41K | $93.73K |
Bridgeway capital management | 21.32K | 0.00% | 21.32K | $72.90K |
Sold Out
Holder | Change |
---|---|
Wells fargo & company/mn | -1.00 |
Jpmorgan chase | -15.00 |
Lazard asset management | -400.00 |
Investors research | -2.00K |
Us bancorp \de\ | -6.00K |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Dec 31, 2024 | 25 | 8.70% | 945,328 | 19.88% | 16 | 8.68% | 12 | - | 6 | 50.00% |
Sep 30, 2024 | 23 | 27.78% | 788,572 | 17.00% | 13 | 9.91% | 12 | 50.00% | 4 | 300.00% |
Jun 30, 2024 | 18 | 5.88% | 673,979 | 3.17% | 11 | 9.02% | 8 | 100.00% | 1 | -50.00% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
IMC US Ultra Micro Cap | 102.85K | 1.80% | - |
Vanguard Institutional Extnd Mkt Idx Tr | 58.11K | 1.02% | -26.48K |
RBC Microcap Value I | 52.00K | 0.91% | - |
Pleiades Small Cap Equity A | 51.42K | 0.90% | 51.42K |
Auer Growth | 50.00K | 0.88% | 50.00K |
Dimensional US Small Cap Value ETF | 31.13K | 0.55% | - |
Fidelity Extended Market Index | 27.30K | 0.48% | -71.00 |
EA Bridgeway Omni Small-Cap Value ETF | 26.75K | 0.47% | - |
PSM Growth UI | 21.47K | 0.38% | - |
Dimensional US Targeted Value ETF | 16.38K | 0.29% | - |
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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