Natural Grocers by Vitamin Cottage Ownership | Who Owns Natural Grocers by Vitamin Cottage?
Natural Grocers by Vitamin Cottage Ownership Summary
Natural Grocers by Vitamin Cottage is owned by 40.85% institutional investors, 44.37% insiders, and 14.78% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 4.94% of NGVC shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 1.85% of its assets in Natural Grocers by Vitamin Cottage shares.
NGVC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Natural Grocers by Vitamin Cottage | 40.85% | 44.37% | 14.78% |
| Sector | Consumer Defensive Stocks | 51.48% | 16.38% | 32.14% |
| Industry | Grocery Stores Stocks | 59.36% | 17.36% | 23.29% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Dimensional fund advisors lp | 1.14M | 4.94% | $45.32M |
| Blackrock funding, inc. /de | 888.78K | 3.87% | $34.88M |
| Vanguard group | 689.29K | 2.99% | $27.38M |
| Blackrock | 657.00K | 2.89% | $13.93M |
| Renaissance | 592.71K | 2.57% | $23.54M |
| American century companies | 494.54K | 2.15% | $19.41M |
| Lord, abbett | 369.63K | 1.61% | $14.51M |
| Qube research | 233.17K | 1.02% | $9.15M |
| Driehaus capital management | 228.03K | 0.99% | $8.95M |
| Ophir asset management pty | 227.17K | 0.99% | $8.56M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Green alpha advisors | 90.30K | 3.39% | $3.54M |
| Ophir asset management pty | 227.17K | 1.36% | $8.56M |
| Nia impact advisors | 78.39K | 1.06% | $3.08M |
| Options solutions | 33.67K | 0.39% | $1.32M |
| Oberweis asset management inc/ | 162.30K | 0.28% | $6.37M |
| Harvest investment services | 30.38K | 0.27% | $1.19M |
| Foundry partners | 104.30K | 0.21% | $4.14M |
| Ellsworth advisors | 21.28K | 0.20% | $835.41K |
| Dynamic technology lab private | 25.43K | 0.14% | $998.00K |
| Virtus fund advisers | 853.00 | 0.11% | $33.88K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ophir asset management pty | 227.17K | 1.36% | 227.17K |
| Blackrock funding, inc. /de | 888.78K | 0.00% | 166.78K |
| Millennium management | 162.13K | 0.00% | 149.57K |
| Wellington management group llp | 137.06K | 0.00% | 137.06K |
| Qube research | 233.17K | 0.01% | 100.73K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lsv asset management | - | - | -140.78K |
| Lord, abbett | 369.63K | 0.05% | -127.64K |
| Dimensional fund advisors lp | 1.14M | 0.01% | -121.14K |
| Foundry partners | 104.30K | 0.21% | -98.05K |
| Marshall wace, llp | 66.14K | 0.00% | -91.91K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Ophir asset management pty | 227.17K | 1.36% | 227.17K | $8.56M |
| Wellington management group llp | 137.06K | 0.00% | 137.06K | $5.44M |
| Csm advisors | 73.89K | 0.08% | 73.89K | $2.90M |
| Empirical finance | 48.28K | 0.10% | 48.28K | $1.89M |
| Dark forest capital management lp | 38.28K | 0.06% | 38.28K | $1.50M |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Northwestern mutual wealth management | -2.00 |
| Lindbrook capital | -4.00 |
| Hexagon capital partners | -6.00 |
| Stephens consulting | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 170 | 6.92% | 9,376,157 | 14.27% | 40 | 3.19% | 112 | 41.77% | 34 | -34.62% |
| Mar 31, 2025 | 156 | 7.59% | 8,166,416 | 5.68% | 35 | 3.13% | 78 | 2.63% | 51 | 15.91% |
| Dec 31, 2024 | 138 | 13.11% | 7,445,799 | -2.77% | 32 | 2.86% | 69 | 9.52% | 45 | 25.00% |
| Sep 30, 2024 | 122 | 19.61% | 7,657,665 | 0.34% | 33 | 3.00% | 63 | 21.15% | 36 | 16.13% |
| Jun 30, 2024 | 101 | -1.94% | 7,631,511 | 3.76% | 33 | 3.21% | 51 | 18.60% | 31 | -18.42% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 424.91K | 1.85% | - |
| Vanguard Total Stock Mkt Idx Inv | 415.70K | 1.81% | -9.21K |
| Avantis US Small Cap Value ETF | 410.89K | 1.79% | 56.00 |
| iShares Russell 2000 ETF | 301.28K | 1.31% | -5.78K |
| Bridge Builder Small/Mid Cap Growth | 191.03K | 0.83% | -10.02K |
| DFA US Targeted Value I | 122.05K | 0.53% | - |
| Oberweis Micro-Cap Growth | 117.90K | 0.51% | 10.80K |
| Oberweis Micro-Cap | 117.90K | 0.51% | 10.80K |
| WisdomTree US SmallCap Dividend ETF | 117.31K | 0.51% | 198.00 |
| Victory RS Small Cap Growth CIT N | 114.40K | 0.50% | 114.40K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 25, 2025 | Isely Lark | 13D Group Member | Sell | $20.50K |
| Aug 19, 2025 | Isely Lark | 13D Group Member | Sell | $80.00K |
| Jun 11, 2025 | Isely Lark | 13D Group Member | Sell | $88.52K |
| Dec 10, 2024 | Isely Charity | 13D Group Member | Sell | $87.46K |
| Dec 03, 2024 | Isely Lark | 13D Group Member | Sell | $178.64K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 2 |
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | - |
NGVC Ownership FAQ
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