Farmer Bros. Ownership | Who Owns Farmer Bros.?
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 | 51.56% | 13.97% | 34.47% |
Industry | Packaged Foods Stocks | 56.29% | 13.62% | 30.08% |
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 |
Ridgewood investments | 73.14K | 0.10% | $196.03K |
Sanders morris harris | 100.28K | 0.04% | $268.76K |
Gamco investors, inc. et al | 779.30K | 0.02% | $2.09M |
Hodges capital management | 60.95K | 0.01% | $163.35K |
Tocqueville asset management | 203.00K | 0.01% | $544.04K |
Formidable asset management | 17.79K | 0.01% | $47.69K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Penn capital management company | 938.02K | 0.24% | 51.17K |
Sanders morris harris | 100.28K | 0.04% | 30.12K |
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 |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Elequin securities | - | - | -886.85K |
Builder investment group inc /adv | - | - | -500.00K |
Manatuck hill partners | - | - | -30.00K |
Simplex trading | 1.63K | - | -19.21K |
Ridgewood investments | 73.14K | 0.10% | -19.15K |
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 |
Sold Out
Holder | Change |
---|---|
Federated hermes | -590.00 |
Ancora advisors | -2.00K |
Susquehanna group, llp | -16.20K |
Two sigma securities | -17.01K |
Xtx topco | -18.22K |
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 | 587.00K | 2.76% | - |
Vanguard Total Stock Mkt Idx Inv | 511.92K | 2.41% | - |
TETON Westwood Mighty Mites AAA | 457.81K | 2.15% | -18.00K |
Penn Capital Micro Cap Equity | 399.32K | 1.88% | 3.57K |
Pleiades Small Cap Equity A | 395.15K | 1.86% | 1.68K |
Vanguard Institutional Extnd Mkt Idx Tr | 295.82K | 1.39% | - |
Delafield Concentrated Value | 145.00K | 0.68% | - |
Penn Capital Small Cap Value Equity | 121.84K | 0.57% | 31.06K |
Fidelity Extended Market Index | 119.96K | 0.56% | 7.57K |
DFA US Targeted Value I | 104.14K | 0.49% | 8.28K |
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
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