NextPlat Ownership | Who Owns NextPlat?
NextPlat Ownership Summary
NextPlat is owned by 5.25% institutional investors, 46.98% insiders, and 47.78% retail investors. Vanguard group is the largest institutional shareholder, holding 0.93% of NXPL shares. Fidelity Extended Market Index is the top mutual fund, with 0.36% of its assets in NextPlat shares.
NXPL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | NextPlat | 5.25% | 46.98% | 47.78% |
| Sector | Technology Stocks | 50.57% | 12.62% | 36.80% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 240.92K | 0.93% | $128.65K |
| Geode capital management | 224.46K | 0.86% | $119.87K |
| Omnia family wealth | 90.23K | 0.35% | $48.18K |
| Northern trust | 45.54K | 0.18% | $37.72K |
| Renaissance | 31.60K | 0.12% | $16.87K |
| State street | 27.88K | 0.11% | $14.89M |
| Warburton capital management | 20.00K | 0.08% | $10.00K |
| Xtx topco | 16.02K | 0.06% | $13.37K |
| Ubs group | 12.82K | 0.05% | $6.85K |
| Citigroup | 52.00 | 0.00% | $28.00 |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Omnia family wealth | 90.23K | 0.01% | $48.18K |
| Warburton capital management | 20.00K | 0.01% | $10.00K |
| Xtx topco | 16.02K | 0.00% | $13.37K |
| Tower research capital llc (trc) | - | - | - |
| Advisor group | - | - | - |
| Jane street group | - | - | - |
| Barclays | - | - | - |
| Northern trust | 45.54K | - | $37.72K |
| Millennium management | - | - | - |
| Simplicity wealth | - | - | - |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Northern trust | 45.54K | - | 25.61K |
| Warburton capital management | 20.00K | 0.01% | 20.00K |
| Ubs group | 12.82K | - | 12.82K |
| Renaissance | 31.60K | - | 12.00K |
| State street | 27.88K | - | 2.22K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Simplicity wealth | - | - | -600.00K |
| Cresset asset management | - | - | -50.00K |
| North capital | - | - | -30.86K |
| Jane street group | - | - | -18.29K |
| Millennium management | - | - | -17.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Warburton capital management | 20.00K | 0.01% | 20.00K | $10.00K |
| Citigroup | 52.00 | - | 52.00 | $28.00 |
Sold Out
| Holder | Change |
|---|---|
| Jpmorgan chase | -21.00 |
| Barclays | -35.00 |
| Advisor group | -1.80K |
| Raymond james financial | -2.04K |
| Tower research capital llc (trc) | -2.07K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 13 | -13.33% | 1,362,215 | 124.46% | 5 | 60.54% | 7 | -22.22% | 3 | 200.00% |
| Jun 30, 2025 | 15 | -11.76% | 606,876 | 8.35% | 2 | 39.88% | 9 | -25.00% | 1 | -75.00% |
| Mar 31, 2025 | 17 | 30.77% | 560,127 | 24.59% | 2 | 48.44% | 12 | 20.00% | 4 | - |
| Dec 31, 2024 | 5 | -50.00% | 334,144 | -12.00% | 1 | 43.99% | 3 | -57.14% | - | -100.00% |
| Sep 30, 2024 | 10 | 42.86% | 379,710 | 84.79% | 2 | 167.87% | 7 | 133.33% | 1 | -66.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Extended Market Index | 94.12K | 0.36% | -663.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 80.94K | 0.31% | 40.52K |
| Vanguard US Total Market Shares ETF | 45.48K | 0.18% | - |
| Vanguard Total Stock Mkt Idx Inv | 44.51K | 0.17% | -972.00 |
| Fidelity Total Market Index | 41.43K | 0.16% | - |
| Fidelity Nasdaq Composite Index | 37.69K | 0.15% | - |
| Fidelity Series Total Market Index | 22.75K | 0.09% | - |
| SSgA U.S. Extended Market Index Class I | 15.60K | 0.08% | - |
| Spartan Extended Market Index Pool F | 19.97K | 0.08% | 663.00 |
| NT Ext Equity Mkt Idx Fd - L | 19.93K | 0.08% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 16, 2024 | Miller John Edward | - | Buy | $35.75M |
| Jan 28, 2022 | Miller John Edward | - | Buy | $29.33M |
| Dec 14, 2022 | Phipps David | President/CEO of Global Ops | Buy | $1.42B |
| Dec 14, 2022 | Phipps David | President/CEO of Global Ops | Buy | - |
| Dec 14, 2022 | Fernandez Charles M. | Chairman & CEO | Buy | $2.06T |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | 1 | - |
| 2023 Q2 | - | - |
| 2022 Q4 | 6 | - |
NXPL 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