Celsius Ownership | Who Owns Celsius?
Celsius Ownership Summary
Celsius is owned by 63.23% institutional investors, 36.10% insiders, and 0.68% retail investors. Jpmorgan chase is the largest institutional shareholder, holding 8.31% of CELH shares. JPMorgan Large Cap Growth I is the top mutual fund, with 3.19% of its assets in Celsius shares.
CELH Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Celsius | 63.23% | 36.10% | 0.68% |
| Sector | Consumer Defensive Stocks | 51.56% | 13.97% | 34.47% |
| Industry | Non-Alcoholic Beverages Stocks | 42.22% | 23.43% | 34.35% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Jpmorgan chase | 19.34M | 8.31% | $1.10B |
| Vanguard group | 15.60M | 6.70% | $890.57M |
| Blackrock | 15.53M | 6.67% | $886.56M |
| Alliancebernstein | 10.76M | 4.62% | $614.51M |
| Fmr | 10.44M | 4.49% | $596.22M |
| Price t rowe associates inc /md/ | 7.63M | 3.28% | $435.64M |
| Capital research global investors | 6.78M | 2.91% | $386.98M |
| State street | 5.16M | 2.21% | $294.32M |
| Capital investors | 4.03M | 1.73% | $230.31M |
| Massachusetts financial services co /ma/ | 3.95M | 1.70% | $225.29M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Cowbird capital lp | 82.15K | 5.39% | $4.69M |
| Savoir faire capital management | 148.20K | 3.29% | $8.46M |
| Apeiron capital | 135.80K | 2.71% | $7.75M |
| Left brain wealth management | 92.49K | 2.47% | $5.28M |
| Systematic portfolios | 5.16K | 2.05% | $294.36K |
| Cypress capital management llc (wy) | 31.94K | 1.94% | $1.82M |
| Future fund | 12.33K | 1.79% | $713.23K |
| Xcel wealth management | 79.01K | 1.41% | $4.51M |
| Braun stacey associates | 519.43K | 1.15% | $29.65M |
| Stephens investment management group | 1.38M | 1.10% | $78.52M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Alliancebernstein | 10.76M | 0.21% | 6.64M |
| Capital research global investors | 6.78M | 0.08% | 5.58M |
| Price t rowe associates inc /md/ | 7.63M | 0.05% | 4.83M |
| Jpmorgan chase | 19.34M | 0.09% | 3.17M |
| Massachusetts financial services co /ma/ | 3.95M | 0.07% | 2.75M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 10.44M | 0.04% | -1.76M |
| D. e. shaw | 122.94K | 0.01% | -1.47M |
| Two sigma investments, lp | 40.40K | 0.01% | -1.17M |
| Ameriprise financial | 581.93K | 0.01% | -1.06M |
| Gqg partners | - | - | -920.79K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 579.11K | 0.00% | 579.11K | $33.06M |
| Corebridge financial | 191.04K | 0.06% | 191.04K | $10.91M |
| Apeiron capital | 135.80K | 2.71% | 135.80K | $7.75M |
| Jacobs levy equity management | 108.44K | 0.03% | 108.44K | $6.19M |
| Mediolanum funds | 107.46K | 0.09% | 107.46K | $5.77M |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Global financial private client | -3.00 |
| Riggs asset managment | -4.00 |
| Mine & arao wealth creation & management, llc. | -5.00 |
| Db fitzpatrick | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 545 | -10.66% | 147,761,659 | -10.90% | 63 | 1.25% | 288 | -16.76% | 159 | -9.14% |
| Jun 30, 2024 | 604 | -5.77% | 165,801,600 | 12.12% | 71 | 1.76% | 344 | - | 170 | -10.53% |
| Mar 31, 2024 | 641 | 13.65% | 147,876,776 | 1.79% | 63 | 1.60% | 344 | -31.47% | 190 | 850.00% |
| Dec 31, 2023 | 564 | 20.77% | 145,272,362 | 210.82% | 62 | 15.38% | 502 | 109.17% | 20 | -87.26% |
| Sep 30, 2023 | 467 | 7.60% | 46,739,115 | -0.30% | 20 | 4.89% | 240 | -2.04% | 157 | 25.60% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| JPMorgan Large Cap Growth I | 7.44M | 3.19% | -4.17M |
| Vanguard Total Stock Mkt Idx Inv | 5.15M | 2.19% | -20.93K |
| AllianceBernstein US L/C Growth Eqty MF | 5.14M | 2.19% | 543.03K |
| iShares Core S&P Mid-Cap ETF | 5.01M | 2.13% | 9.85K |
| VA CollegeAmerica Amcap 529A | 4.95M | 2.13% | 3.09M |
| Capital Group AMCAP Composite | 4.95M | 2.13% | 3.09M |
| Vanguard Small Cap Index | 4.09M | 1.74% | 8.00K |
| AB Large Cap Growth A | 3.41M | 1.47% | -198.49K |
| Capital Group Growth Fnd of Amer Comp | 3.23M | 1.39% | -597.00K |
| American Funds Growth Fund of Amer A | 3.23M | 1.39% | -597.00K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 12, 2024 | Milmoe William H. | - | Sell | $2.02M |
| Sep 12, 2024 | Fieldly John | Chief Executive Officer | Sell | $2.45M |
| Sep 13, 2024 | Fieldly John | Chief Executive Officer | Sell | $18.95M |
| May 16, 2024 | DeSantis Dean | - | Sell | $5.00M |
| May 17, 2024 | Milmoe William H. | - | Sell | $3.72M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | 47 |
| 2024 Q1 | - | 113 |
| 2023 Q4 | - | 9 |
CELH Ownership FAQ
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