Coffee Ownership | Who Owns Coffee?
Coffee Ownership Summary
Coffee is owned by 15.59% institutional investors, 12.74% insiders, and 71.67% retail investors. Renaissance is the largest institutional shareholder, holding 7.28% of JVA shares. Auer Growth is the top mutual fund, with 1.93% of its assets in Coffee shares.
JVA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Coffee | 15.59% | 12.74% | 71.67% |
| Sector | Consumer Defensive Stocks | 33.19% | 16.40% | 50.41% |
| Industry | Packaged Foods Stocks | 35.26% | 16.53% | 48.21% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Renaissance | 415.56K | 7.28% | $1.61M |
| Quinn opportunity partners | 120.16K | 2.10% | $549.13K |
| Vanguard group | 90.29K | 1.58% | $350.31K |
| Dimensional fund advisors lp | 85.37K | 1.50% | $331.24K |
| Drw securities | 67.27K | 1.18% | $261.02K |
| Geode capital management | 53.80K | 0.94% | $208.73K |
| 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 |
| Empowered funds | 34.88K | 0.61% | $135.34K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Mcintyre freedman & flynn investment advisers | 16.50K | 0.04% | $64.02K |
| Quinn opportunity partners | 120.16K | 0.04% | $549.13K |
| Sheaff brock investment advisors | 35.00K | 0.01% | $119.70K |
| Drw securities | 67.27K | 0.01% | $261.02K |
| Bridgeway capital management | 31.27K | 0.00% | $142.90K |
| Virtu financial | 11.52K | 0.00% | $53.00K |
| Renaissance | 415.56K | 0.00% | $1.61M |
| Empowered funds | 34.88K | 0.00% | $135.34K |
| Two sigma investments, lp | 44.92K | 0.00% | $205.28K |
| Sbi securities | 2.24K | 0.00% | $8.70K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Drw securities | 67.27K | 0.01% | 67.27K |
| Sheaff brock investment advisors | 35.00K | 0.01% | 35.00K |
| Citadel advisors | 51.51K | - | 21.41K |
| Two sigma investments, lp | 44.92K | 0.00% | 15.71K |
| Northern trust | 13.22K | - | 13.22K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Eam investors | - | - | -93.15K |
| Allworth financial lp | 6.50K | 0.00% | -57.50K |
| Royal bank of canada | - | - | -52.00K |
| Millennium management | - | - | -31.84K |
| Renaissance | 415.56K | 0.00% | -28.20K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Drw securities | 67.27K | 0.01% | 67.27K | $261.02K |
| 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 |
| Northwestern mutual wealth management | 406.00 | - | 406.00 | $1.57K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 25 | 8.70% | 945,328 | 19.88% | 16 | 8.68% | 12 | - | 6 | 50.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Auer Growth | 110.00K | 1.93% | - |
| 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 | 38.36K | 0.67% | 38.36K |
| Dimensional US Small Cap Value ETF | 31.13K | 0.55% | - |
| Fidelity Extended Market Index | 26.59K | 0.47% | -51.00 |
| 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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools