Coffee Ownership | Who Owns Coffee?
Coffee Ownership Summary
Coffee is owned by 19.41% institutional investors, 12.70% insiders, and 67.89% retail investors. Renaissance is the largest institutional shareholder, holding 7.77% 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 | 19.41% | 12.70% | 67.89% |
| Sector | Consumer Defensive Stocks | 43.43% | 16.04% | 40.53% |
| Industry | Packaged Foods Stocks | 36.98% | 16.11% | 46.91% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Renaissance | 443.76K | 7.77% | $2.03M |
| Quinn opportunity partners | 120.16K | 2.10% | $549.13K |
| Vanguard group | 90.29K | 1.58% | $412.61K |
| Dimensional fund advisors lp | 87.82K | 1.54% | $401.33K |
| Allworth financial lp | 65.73K | 1.15% | $284.63K |
| Geode capital management | 53.58K | 0.94% | $244.87K |
| Citadel advisors | 51.51K | 0.90% | $120.53K |
| Two sigma investments, lp | 44.92K | 0.79% | $205.28K |
| Sheaff brock investment advisors | 35.00K | 0.61% | $119.70K |
| Bridgeway capital management | 31.27K | 0.55% | $142.90K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Mcintyre freedman & flynn investment advisers | 16.50K | 0.05% | $75.41K |
| Quinn opportunity partners | 120.16K | 0.04% | $549.13K |
| Sheaff brock investment advisors | 35.00K | 0.01% | $119.70K |
| Virtu financial | 11.52K | 0.00% | $53.00K |
| Bridgeway capital management | 31.27K | 0.00% | $142.90K |
| Renaissance | 443.76K | 0.00% | $2.03M |
| Empowered funds | 30.27K | 0.00% | $138.33K |
| Allworth financial lp | 65.73K | 0.00% | $284.63K |
| Integrated wealth concepts | 10.00K | 0.00% | $45.70K |
| Two sigma investments, lp | 44.92K | 0.00% | $205.28K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Allworth financial lp | 65.73K | 0.00% | 65.73K |
| Sheaff brock investment advisors | 35.00K | 0.01% | 35.00K |
| Renaissance | 443.76K | 0.00% | 34.17K |
| Citadel advisors | 51.51K | - | 21.41K |
| Two sigma investments, lp | 44.92K | 0.00% | 15.71K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Eam investors | - | - | -93.15K |
| Royal bank of canada | - | - | -52.00K |
| Millennium management | - | - | -31.84K |
| Trexquant investment lp | - | - | -21.12K |
| Xtx topco | - | - | -17.70K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Allworth financial lp | 65.73K | 0.00% | 65.73K | $284.63K |
| Sheaff brock investment advisors | 35.00K | 0.01% | 35.00K | $119.70K |
| Northern trust | 13.22K | - | 13.22K | $60.40K |
| Virtu financial | 11.52K | 0.00% | 11.52K | $53.00K |
| Farther finance advisors | 1.93K | 0.00% | 1.93K | $8.82K |
Sold Out
| Holder | Change |
|---|---|
| Jpmorgan chase | -15.00 |
| Spire wealth management | -148.00 |
| Lazard asset management | -400.00 |
| Fmr | -409.00 |
| Investors research | -2.00K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
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% | - |
| Dimensional US Small Cap Value ETF | 31.13K | 0.55% | - |
| EA Bridgeway Omni Small-Cap Value ETF | 28.45K | 0.50% | 26.00 |
| Fidelity Extended Market Index | 27.07K | 0.47% | -223.00 |
| 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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