Casey's General Stores Ownership | Who Owns Casey's General Stores?
Casey's General Stores Ownership Summary
Casey's General Stores is owned by 84.40% institutional investors, 0.61% insiders, and 14.99% retail investors. Wedge capital management l l p/nc is the largest institutional shareholder, holding 0.32% of CASY shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.32% of its assets in Casey's General Stores shares.
CASY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Casey's General Stores | 84.40% | 0.61% | 14.99% |
| Sector | Consumer Cyclical Stocks | 59.80% | 12.55% | 27.65% |
| Industry | Specialty Retail Stocks | 51.35% | 11.45% | 37.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Wedge capital management l l p/nc | 118.71K | 0.32% | $47.04M |
| Abrdn | 81.57K | 0.22% | $32.32M |
| Carnegie capital asset management | 39.63K | 0.11% | $15.70M |
| Smith, salley & associates | 29.78K | 0.08% | $11.80M |
| Arkfeld wealth strategies | 21.38K | 0.06% | $8.39M |
| Gateway investment advisers | 9.42K | 0.03% | $3.73M |
| Rheos capital works | 8.60K | 0.02% | $3.41M |
| Burney co/ | 4.89K | 0.01% | $1.94M |
| Tributary capital management | 3.39K | 0.01% | $1.34M |
| Fortem financial group | 3.31K | 0.01% | $1.31M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Arkfeld wealth strategies | 21.38K | 3.85% | $8.39M |
| Wedge capital management l l p/nc | 118.71K | 0.85% | $47.04M |
| Smith, salley & associates | 29.78K | 0.76% | $11.80M |
| Fortem financial group | 3.31K | 0.51% | $1.31M |
| Orser capital management | 1.80K | 0.49% | $713.21K |
| Carnegie capital asset management | 39.63K | 0.45% | $15.70M |
| Walker asset management | 875.00 | 0.21% | $346.70K |
| Applied capital llc/fl | 631.00 | 0.19% | $250.02K |
| Rheos capital works | 8.60K | 0.19% | $3.41M |
| Linden thomas advisory services | 3.20K | 0.16% | $1.27M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Carnegie capital asset management | 39.63K | 0.45% | 2.52K |
| Trust point | 1.38K | 0.04% | 1.38K |
| Tributary capital management | 3.39K | 0.10% | 1.08K |
| Hb wealth management | 633.00 | 0.00% | 633.00 |
| Everence capital management | 570.00 | 0.01% | 570.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| International assets investment management | - | - | -255.48K |
| Rheos capital works | 8.60K | 0.19% | -20.00K |
| Gateway investment advisers | 9.42K | 0.04% | -17.66K |
| Wedge capital management l l p/nc | 118.71K | 0.85% | -10.77K |
| Encompass wealth advisors | - | - | -2.15K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Trust point | 1.38K | 0.04% | 1.38K | $544.82K |
| Hb wealth management | 633.00 | 0.00% | 633.00 | $250.81K |
| Everence capital management | 570.00 | 0.01% | 570.00 | $226.00K |
| Flagship harbor advisors | 567.00 | 0.01% | 567.00 | $224.72K |
| Hhm wealth advisors | 2.00 | 0.00% | 2.00 | $793.00 |
Sold Out
| Holder | Change |
|---|---|
| Reuter james wealth management | -2.00 |
| Castleview partners | -2.00 |
| Nbc securities | -30.00 |
| Versant capital management | -71.00 |
| Diversify advisory services | -556.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 687 | 1.93% | 31,302,685 | -0.76% | 84 | 1.16% | 329 | -4.08% | 235 | 7.31% |
| Jun 30, 2024 | 674 | 11.96% | 31,542,232 | 0.05% | 85 | 1.18% | 343 | 15.10% | 219 | 5.80% |
| Mar 31, 2024 | 602 | 5.43% | 31,526,551 | -0.42% | 84 | 1.17% | 298 | 8.76% | 207 | 7.81% |
| Dec 31, 2023 | 571 | 7.74% | 31,659,446 | -1.11% | 85 | 1.15% | 274 | 12.30% | 192 | - |
| Sep 30, 2023 | 530 | 9.28% | 32,014,927 | -0.92% | 85 | 1.15% | 244 | 9.42% | 192 | 18.52% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1.21M | 3.32% | 4.04K |
| Vanguard Total Stock Mkt Idx Inv | 1.16M | 3.19% | 1.08K |
| Eaton Vance Atlanta Capital SMID-Cap I | 989.09K | 2.72% | -16.23K |
| Vanguard Small Cap Index | 945.17K | 2.60% | 8.85K |
| T. Rowe Price US Mid-Cap Growth Equity | 781.70K | 2.15% | -3.30K |
| T. Rowe Price Mid-Cap Growth | 781.70K | 2.15% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 562.38K | 1.54% | 6.49K |
| Vanguard Small Cap Growth Index Inv | 535.62K | 1.47% | 20.45K |
| Franklin Rising Dividends A | 480.00K | 1.32% | 87.50K |
| Franklin Rising Dividends Fund A | 392.50K | 1.08% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 23, 2024 | Spanos Mike | - | Buy | $198.38K |
| Dec 12, 2024 | Lindsey Katrina S | Chief Legal Officer | Sell | $192.21K |
| Sep 18, 2024 | Spanos Mike | - | Buy | $100.44K |
| Sep 10, 2024 | Koschel Williams Ena | Chief Operating Officer | Sell | $2.07M |
| Sep 06, 2024 | REBELEZ DARREN M | President and CEO | Sell | $2.14M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2024 Q3 | 1 | 7 |
| 2024 Q2 | - | - |
| 2024 Q1 | 1 | - |
| 2023 Q4 | - | 1 |
CASY 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