NextPlat Ownership | Who Owns NextPlat?


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NextPlat Ownership Summary


NextPlat is owned by 2.72% institutional investors, 46.65% insiders, and 50.63% retail investors. Geode capital management is the largest institutional shareholder, holding 0.87% of NXPL shares. Fidelity Extended Market Index is the top mutual fund, with 0.37% of its assets in NextPlat shares.

NXPL Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockNextPlat2.72%46.65%50.63%
SectorTechnology Stocks 38.48%12.71%48.82%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Geode capital management165.46K0.87%$178.71K
Omnia family wealth93.43K0.49%$131.74K
Vanguard group74.83K0.39%$80.82K
Renaissance28.00K0.15%$30.24K
State street25.66K0.14%$27.71K
Tower research capital llc (trc)7.87K0.04%$8.50K
Ubs group5.67K0.03%$6.12K
Jpmorgan chase24.000.00%$26.00
Cresset asset management---
Millennium management---

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Omnia family wealth93.43K0.06%$131.74K
Tower research capital llc (trc)7.87K0.00%$8.50K
Advisor group---
Jane street group---
Millennium management---
State street25.66K-$27.71K
Jpmorgan chase24.00-$26.00
Ubs group5.67K-$6.12K
Xtx topco---
Cresset asset management---

Top Buyers

HolderShares% AssetsChange
Geode capital management165.46K-58.40K
Renaissance28.00K-28.00K
Ubs group5.67K-5.67K
Tower research capital llc (trc)7.87K0.00%4.82K
Jpmorgan chase24.00-6.00

Top Sellers

HolderShares% AssetsChange
Cresset asset management---50.00K
Jane street group---18.29K
Millennium management---17.00K
Xtx topco---12.83K
Advisor group---3.00

New Positions

HolderShares% AssetsChangeValue
Renaissance28.00K-28.00K$30.24K
Ubs group5.67K-5.67K$6.12K

Sold Out

HolderChange
Advisor group-3.00
Xtx topco-12.83K
Millennium management-17.00K
Jane street group-18.29K
Cresset asset management-50.00K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20251730.77%560,12724.59%248.44%1220.00%4-
Dec 31, 20245-50.00%334,144-12.00%143.99%3-57.14%--100.00%
Sep 30, 20241042.86%379,71084.79%2167.87%7133.33%1-66.67%
Jun 30, 20247-30.00%205,480-38.40%134.40%3-50.00%3200.00%
Mar 31, 20241011.11%333,55737.75%1106.51%650.00%1-

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Fidelity Extended Market Index96.11K0.37%-486.00
Vanguard US Total Market Shares ETF45.48K0.18%-
Vanguard Total Stock Mkt Idx Inv45.48K0.18%-
Fidelity Total Market Index41.43K0.16%-
Vanguard Institutional Extnd Mkt Idx Tr40.42K0.16%-
Fidelity Nasdaq Composite Index37.69K0.15%-
Fidelity Series Total Market Index22.75K0.09%3.13K
SSgA U.S. Extended Market Index Class I15.60K0.08%-
Northern Trust Extended Eq Market Idx19.93K0.08%17.46K
NT Ext Equity Mkt Idx Fd - L19.93K0.08%17.46K

Recent Insider Transactions


DateNameRoleActivityValue
Apr 16, 2024Miller John Edward-Buy$35.75M
Jan 28, 2022Miller John Edward-Buy$29.33M
Dec 14, 2022Phipps David President/CEO of Global OpsBuy$1.42B
Dec 14, 2022Phipps David President/CEO of Global OpsBuy-
Dec 14, 2022Fernandez Charles M. Chairman & CEOBuy$2.06T

Insider Transactions Trends


DateBuySell
2024 Q4--
2024 Q3--
2024 Q21-
2023 Q2--
2022 Q46-

NXPL Ownership FAQ


Who owns the most shares of NextPlat?

NextPlat’s largest shareholders are Geode capital management (165.46K shares, 0.87%), Omnia family wealth (93.43K shares, 0.49%), and Vanguard group (74.83K shares, 0.39%). Together, they hold 1.76% of NextPlat’s total shares outstanding.

Does Blackrock own NextPlat?

BlackRock is not among the top 10 institutional shareholders of NextPlat.

Who is NextPlat’s biggest shareholder by percentage of total assets invested?

Omnia family wealth is NextPlat’s biggest shareholder by percentage of total assets invested, with 0.06% of its assets in 93.43K NextPlat shares, valued at 131.74K$.

Who is the top mutual fund holder of NextPlat shares?

Fidelity Extended Market Index is the top mutual fund holder of NextPlat shares, with 0.37% of its total shares outstanding invested in 96.12K NextPlat shares.

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