Farmer Bros. Ownership | Who Owns Farmer Bros.?

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Farmer Bros. Ownership Summary

Farmer Bros. is owned by 41.63% institutional investors, 18.51% insiders, and 39.86% retail investors. 22nw, lp is the largest institutional shareholder, holding 9.27% of FARM shares. 1290 VT GAMCO Small Company Value IB is the top mutual fund, with 2.76% of its assets in Farmer Bros. shares.

FARM Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Farmer Bros.	41.63%	18.51%	39.86%
Sector	Consumer Defensive Stocks	52.71%	13.91%	33.39%
Industry	Packaged Foods Stocks	58.38%	13.93%	27.69%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
22nw, lp	1.96M	9.27%	$5.24M
Jcp investment management	992.83K	4.70%	$2.66M
Penn capital management company	938.02K	4.44%	$2.51M
Vanguard group	824.69K	3.91%	$2.21M
Gamco investors, inc. et al	779.30K	3.69%	$2.09M
Renaissance	559.50K	2.65%	$1.50M
Teton advisors	457.81K	2.17%	$1.23M
Dimensional fund advisors lp	367.92K	1.74%	$986.12K
Gabelli funds	284.08K	1.35%	$761.34K
Blackrock	230.49K	1.09%	$617.71K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
22nw, lp	1.96M	4.47%	$5.24M
Jcp investment management	992.83K	2.97%	$2.66M
Teton advisors	457.81K	0.51%	$1.23M
Penn capital management company	938.02K	0.24%	$2.51M
Sanders morris harris	154.28K	0.04%	$273.08K
Gamco investors, inc. et al	779.30K	0.02%	$2.09M
Tocqueville asset management	203.00K	0.01%	$544.04K
Ridgewood investments	8.94K	0.01%	$16.10K
Formidable asset management	17.79K	0.01%	$47.69K
Global wealth management investment advisory	19.00K	0.01%	$34.20K

Top Buyers

Holder	Shares	% Assets	Change
Penn capital management company	938.02K	0.24%	51.17K
Dimensional fund advisors lp	367.92K	0.00%	17.33K
Squarepoint ops	14.85K	0.00%	14.85K
Renaissance	559.50K	0.00%	7.60K
Geode capital management	197.90K	-	5.96K

Top Sellers

Holder	Shares	% Assets	Change
Elequin securities	-	-	-886.85K
Builder investment group inc /adv	-	-	-500.00K
Ridgewood investments	8.94K	0.01%	-33.55K
Manatuck hill partners	-	-	-30.00K
Hodges capital management	37.50K	0.00%	-21.15K

New Positions

Holder	Shares	% Assets	Change	Value
Squarepoint ops	14.85K	0.00%	14.85K	$39.80K
Group one trading	3.06K	-	3.06K	$8.20K
Bangor savings bank	500.00	0.00%	500.00	$900.00

Sold Out

Holder	Change
Federated hermes	-590.00
Ancora advisors	-2.00K
Byrne asset management	-6.00K
Kestra private wealth services	-12.13K
Susquehanna group, llp	-16.20K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	48	2.13%	8,851,912	0.61%	41	2.40%	14	-17.65%	16	45.45%
Jun 30, 2024	47	-4.08%	8,798,595	-13.40%	41	1.80%	17	-22.73%	11	57.14%
Mar 31, 2024	49	-	10,159,628	10.70%	48	2.46%	22	10.00%	7	-53.33%
Dec 31, 2023	49	-2.00%	9,177,478	-0.80%	44	2.15%	20	17.65%	15	-6.25%
Sep 30, 2023	50	13.64%	9,251,716	-13.78%	45	1.52%	17	-10.53%	16	33.33%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
1290 VT GAMCO Small Company Value IB	590.00K	2.76%	3.00K
Vanguard Total Stock Mkt Idx Inv	511.92K	2.40%	-
Penn Capital Micro Cap Equity	480.72K	2.25%	6.78K
TETON Westwood Mighty Mites AAA	424.31K	2.00%	-33.50K
Pleiades Small Cap Equity A	395.15K	1.86%	1.68K
Vanguard Institutional Extnd Mkt Idx Tr	295.82K	1.39%	-
Penn Capital Small Cap Value Equity	181.18K	0.85%	-
Delafield Concentrated Value	145.00K	0.68%	-
Fidelity Extended Market Index	116.56K	0.55%	-768.00
1290 GAMCO Small/Mid Cap Value I	100.00K	0.47%	4.00K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 16, 2023	PACE DAVID	-	Buy	$25.35K
Nov 17, 2023	PACE DAVID	-	Buy	$26.17K
Sep 15, 2023	Radoff Bradley Louis	-	Buy	$206.25K
Nov 11, 2022	MORAGNE MAURICE S.J.	Chief Sales Officer	Sell	$75.13K
Oct 05, 2022	Radoff Bradley Louis	See Footnote 1	Buy	$252.31K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	2	-

FARM Ownership FAQ

Who Owns Farmer Bros.?

Farmer Bros. shareholders are primarily institutional investors at 41.63%, followed by 18.51% insiders and 39.86% retail investors. The average institutional ownership in Farmer Bros.'s industry, Packaged Foods Stocks, is 58.38%, which Farmer Bros. falls below.

Who owns the most shares of Farmer Bros.?

Farmer Bros.’s largest shareholders are 22nw, lp (1.96M shares, 9.27%), Jcp investment management (992.83K shares, 4.70%), and Penn capital management company (938.02K shares, 4.44%). Together, they hold 18.41% of Farmer Bros.’s total shares outstanding.

Does Blackrock own Farmer Bros.?

Yes, BlackRock owns 1.09% of Farmer Bros., totaling 230.49K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 617.71K$. In the last quarter, BlackRock decreased its holdings by -1.859K shares, a -0.80% change.

Who is Farmer Bros.’s biggest shareholder by percentage of total assets invested?

22nw, lp is Farmer Bros.’s biggest shareholder by percentage of total assets invested, with 4.47% of its assets in 1.96M Farmer Bros. shares, valued at 5.24M$.

Who is the top mutual fund holder of Farmer Bros. shares?

1290 VT GAMCO Small Company Value IB is the top mutual fund holder of Farmer Bros. shares, with 2.76% of its total shares outstanding invested in 590K Farmer Bros. shares.

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