PriceSmart Ownership | Who Owns PriceSmart?
PriceSmart Ownership Summary
PriceSmart is owned by 90.22% institutional investors, 7.93% insiders, and 1.85% retail investors. Blackrock is the largest institutional shareholder, holding 13.43% of PSMT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 4.81% of its assets in PriceSmart shares.
PSMT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | PriceSmart | 90.22% | 7.93% | 1.85% |
| Sector | Consumer Defensive Stocks | 43.43% | 16.04% | 40.53% |
| Industry | Discount Stores Stocks | 70.75% | 5.72% | 23.54% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 4.02M | 13.43% | $326.30M |
| Blackrock funding, inc. /de | 3.71M | 12.34% | $449.73M |
| Vanguard group | 3.33M | 11.07% | $403.52M |
| Black creek investment management | 1.71M | 5.67% | $206.72M |
| Fmr | 1.33M | 4.44% | $161.77M |
| American century companies | 1.31M | 4.37% | $159.28M |
| Dimensional fund advisors lp | 1.26M | 4.18% | $152.49M |
| State street | 1.02M | 3.38% | $123.16M |
| First trust advisors lp | 787.53K | 2.62% | $95.44M |
| Geode capital management | 756.17K | 2.51% | $91.65M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Black creek investment management | 1.71M | 9.75% | $206.72M |
| Pertento partners llp | 416.51K | 5.85% | $50.48M |
| Nitorum capital | 174.94K | 3.72% | $21.20M |
| Managed asset portfolios | 150.62K | 2.26% | $18.25M |
| Copeland capital management | 688.59K | 1.74% | $83.45M |
| Stansberry asset management | 127.79K | 1.62% | $15.49M |
| Progeny 3 | 229.60K | 1.44% | $27.83M |
| Punch & associates investment management | 159.68K | 1.12% | $19.35M |
| Alan b. lancz & associates | 10.06K | 1.10% | $1.22M |
| River road asset management | 724.16K | 0.98% | $87.76M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Progeny 3 | 229.60K | 1.44% | 229.60K |
| Boston trust walden | 180.83K | 0.16% | 180.83K |
| Victory capital management | 651.50K | 0.05% | 175.81K |
| T. rowe price investment management | 167.36K | 0.01% | 167.36K |
| Driehaus capital management | 121.26K | 0.11% | 121.26K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Edgepoint investment group | - | - | -1.46M |
| Canada pension plan investment board | - | - | -282.04K |
| Perpetual | - | - | -116.54K |
| Weiss asset management lp | - | - | -111.65K |
| Voloridge investment management | - | - | -94.03K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Progeny 3 | 229.60K | 1.44% | 229.60K | $27.83M |
| Boston trust walden | 180.83K | 0.16% | 180.83K | $21.91M |
| T. rowe price investment management | 167.36K | 0.01% | 167.36K | $20.28M |
| Driehaus capital management | 121.26K | 0.11% | 121.26K | $14.70M |
| Aptus capital advisors | 80.31K | 0.07% | 80.31K | $9.73M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Newsquare capital | -3.00 |
| Claris advisors, llc / mo / | -4.00 |
| Nelson, van denburg & campbell wealth management group | -5.00 |
| Global financial private client | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 302 | -3.51% | 27,129,249 | 0.82% | 90 | 1.13% | 141 | -22.95% | 117 | 25.81% |
| Jun 30, 2025 | 311 | 7.61% | 26,868,035 | 2.65% | 89 | 1.18% | 182 | 21.33% | 92 | 3.37% |
| Mar 31, 2025 | 287 | -2.05% | 26,169,770 | 3.22% | 87 | 1.22% | 151 | -6.79% | 87 | -5.43% |
| Dec 31, 2024 | 194 | -28.94% | 18,989,570 | -24.62% | 63 | 0.90% | 108 | -18.80% | 58 | -36.96% |
| Sep 30, 2024 | 272 | 2.64% | 25,190,832 | 1.47% | 83 | 1.22% | 133 | -10.14% | 92 | 19.48% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.48M | 4.81% | - |
| CI Global Leaders Fund D | 1.28M | 4.17% | -72.26K |
| Vanguard Total Stock Mkt Idx Inv | 834.15K | 2.71% | -17.73K |
| Avantis US Small Cap Value ETF | 800.03K | 2.60% | 1.51K |
| EdgePoint Global | 795.14K | 2.59% | -760.21K |
| EdgePoint Global Portfolio Series F | 795.14K | 2.59% | -760.21K |
| Vanguard US Total Market Shares ETF | 785.46K | 2.55% | 888.00 |
| First Trust SMID Cp Rising Div Achv ETF | 749.81K | 2.44% | 800.00 |
| Vanguard Small Cap Index | 634.64K | 2.06% | -4.27K |
| iShares Russell 2000 ETF | 619.24K | 2.01% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 07, 2025 | Hanson Gordon H. | - | Sell | $99.94K |
| Nov 14, 2025 | Kovaleski Paul | EVP-Chief Merch. Officer | Sell | $149.49K |
| Nov 04, 2025 | HILDEBRANDT JOHN D | President and COO | Sell | $1.15M |
| Oct 06, 2025 | Velasco Francisco | EVP - CLO, CRCO | Sell | $67.55K |
| Sep 09, 2025 | McCleary Michael | EVP-Finance | Sell | $539.49K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 2 |
| 2025 Q3 | - | 3 |
| 2025 Q2 | - | 6 |
| 2025 Q1 | - | 9 |
| 2024 Q4 | - | 6 |
PSMT 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