NextPlat Ownership | Who Owns NextPlat?


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NextPlat Ownership Summary


NextPlat is owned by 2.94% institutional investors, 46.65% insiders, and 50.40% 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
StockNextPlat2.94%46.65%50.40%
SectorTechnology Stocks 144.02%12.52%-56.54%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Geode capital management165.46K0.87%$178.71K
Omnia family wealth90.23K0.44%$65.05K
Vanguard group74.83K0.39%$80.82K
Renaissance28.00K0.15%$30.24K
State street25.66K0.14%$27.71K
Xtx topco17.06K0.08%$12.30K
Two sigma securities13.65K0.07%$10.14K
Tower research capital llc (trc)7.87K0.04%$8.50K
Ubs group5.67K0.03%$6.12K
Raymond james financial2.04K0.01%$1.52K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Omnia family wealth90.23K0.02%$65.05K
Two sigma securities13.65K0.00%$10.14K
Xtx topco17.06K0.00%$12.30K
Tower research capital llc (trc)7.87K0.00%$8.50K
Millennium management---
Mai capital management14.00-$11.00
State street25.66K-$27.71K
Virtu financial---
Jpmorgan chase---
Ubs group5.67K-$6.12K

Top Buyers

HolderShares% AssetsChange
Geode capital management165.46K-58.40K
Renaissance28.00K-28.00K
Xtx topco17.06K0.00%17.06K
Two sigma securities13.65K0.00%13.65K
Ubs group5.67K-5.67K

Top Sellers

HolderShares% AssetsChange
Cresset asset management---50.00K
Jane street group---18.29K
Millennium management---17.00K
Warberg asset management---12.50K
Virtu financial---10.17K

New Positions

HolderShares% AssetsChangeValue
Renaissance28.00K-28.00K$30.24K
Two sigma securities13.65K0.00%13.65K$10.14K
Ubs group5.67K-5.67K$6.12K
Raymond james financial2.04K-2.04K$1.52K

Sold Out

HolderChange
Jpmorgan chase-21.00
Advisor group-1.80K
Virtu financial-10.17K
Warberg asset management-12.50K
Millennium management-17.00K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 202515-11.76%606,8768.35%239.88%9-25.00%1-75.00%
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%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Fidelity Extended Market Index94.78K0.37%-
Vanguard Institutional Extnd Mkt Idx Tr80.94K0.31%40.52K
Vanguard US Total Market Shares ETF45.48K0.18%-
Vanguard Total Stock Mkt Idx Inv44.51K0.17%-972.00
Fidelity Total Market Index41.43K0.16%-
Fidelity Nasdaq Composite Index37.69K0.15%-
Fidelity Series Total Market Index22.75K0.09%-
SSgA U.S. Extended Market Index Class I15.60K0.08%-
NT Ext Equity Mkt Idx Fd - L19.93K0.08%-
Northern Trust Extended Eq Market Idx19.93K0.08%-

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 (90.23K shares, 0.44%), and Vanguard group (74.83K shares, 0.39%). Together, they hold 1.70% 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 0.02% of its assets in 90.23K NextPlat shares, valued at 65.05K$.

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 94.78K NextPlat shares.

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