Five Below Ownership | Who Owns Five Below?

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Five Below Ownership Summary

Five Below is owned by 105.59% institutional investors, 2.23% insiders. Vanguard group is the largest institutional shareholder, holding 9.16% of FIVE shares. Capital Group Fundamental Invtrs Comp is the top mutual fund, with 3.42% of its assets in Five Below shares.

FIVE Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Five Below	105.59%	2.23%	-7.82%
Sector	Consumer Cyclical Stocks	57.02%	12.09%	30.89%
Industry	Specialty Retail Stocks	48.40%	10.54%	41.05%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	5.05M	9.16%	$550.83M
Blackrock	5.05M	9.16%	$550.40M
Price t rowe associates inc /md/	3.81M	6.91%	$415.51M
T. rowe price investment management	3.17M	5.75%	$345.77M
Fmr	3.13M	5.67%	$340.85M
Capital world investors	2.77M	5.03%	$302.22M
Wasatch advisors lp	2.77M	5.02%	$301.77M
State street	1.63M	2.96%	$177.71M
Riverbridge partners	1.38M	2.50%	$150.15M
Geode capital management	967.99K	1.75%	$105.51M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Pacifica capital investments	497.49K	19.47%	$54.21M
Ampfield management	155.08K	15.57%	$16.90M
Crestwood capital management	122.10K	9.50%	$13.31M
Giverny capital	697.88K	3.21%	$76.05M
Riverbridge partners	1.38M	2.04%	$150.15M
Bullseye asset management	32.01K	1.71%	$3.49M
Wasatch advisors lp	2.77M	1.61%	$301.77M
Summit creek advisors	97.71K	1.46%	$10.65M
Grandeur peak global advisors	152.70K	1.33%	$16.64M
Semper augustus investments group	66.38K	1.29%	$7.23M

Top Buyers

Holder	Shares	% Assets	Change
Wasatch advisors lp	2.77M	1.61%	893.23K
Point72 asset management	908.42K	0.26%	769.98K
T. rowe price investment management	3.17M	0.22%	724.24K
Fil	905.00K	0.10%	702.50K
Jpmorgan chase	759.38K	0.01%	647.02K

Top Sellers

Holder	Shares	% Assets	Change
Montrusco bolton investments	-	-	-2.33M
Capital research global investors	597.32K	0.01%	-1.11M
Artisan partners limited partnership	-	-	-869.06K
Holocene advisors, lp	-	-	-864.42K
Cooper creek partners management	-	-	-849.50K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	533.43K	0.01%	533.43K	$58.13M
J. goldman & co lp	96.55K	0.30%	96.55K	$10.52M
Corebridge financial	70.33K	0.04%	70.33K	$7.66M
Semper augustus investments group	66.38K	1.29%	66.38K	$7.23M
Capital fund management	65.00K	0.02%	65.00K	$7.08M

Sold Out

Holder	Change
Raleigh capital management	-1.00
Tfo-tdc	-1.00
Mcclarren financial advisors	-1.00
Scarborough advisors	-1.00
Prestige wealth management group	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	494	-8.35%	58,255,167	-0.77%	105	0.93%	231	3.59%	166	-14.87%
Mar 31, 2024	539	0.56%	58,705,331	-2.44%	106	0.90%	223	-11.16%	195	7.73%
Dec 31, 2023	536	10.97%	60,175,793	-0.61%	108	0.91%	251	19.52%	181	0.56%
Sep 30, 2023	483	-6.94%	60,546,833	4.09%	109	1.00%	210	-0.94%	180	-7.69%
Jun 30, 2023	519	-0.95%	58,166,912	-1.30%	104	0.93%	212	-3.20%	195	-8.88%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Capital Group Fundamental Invtrs Comp	1.88M	3.42%	-857.00
American Funds Fundamental Invs A	1.88M	3.42%	-857.00
T. Rowe Price US Mid-Cap Growth Equity	1.75M	3.17%	348.20K
T. Rowe Price Mid-Cap Growth	1.75M	3.17%	147.00K
iShares Core S&P Mid-Cap ETF	1.73M	3.15%	944.00
T. Rowe Price New Horizons	1.69M	3.08%	9.21K
US Small-Cap Growth II Equity Comp	1.69M	3.08%	-1.06M
Vanguard Total Stock Mkt Idx Inv	1.66M	3.01%	-7.09K
American Funds SMALLCAP World A	1.40M	2.55%	631.50K
Vanguard Small Cap Index	1.31M	2.39%	2.55K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jan 19, 2024	Vellios Thomas	-	Sell	$577.73K
Jan 19, 2024	Vellios Thomas	-	Sell	$34.52K
Jan 19, 2024	Vellios Thomas	-	Sell	$1.25M
Sep 08, 2023	Anderson Joel D	President & CEO	Buy	$500.65K
Jun 07, 2023	SARGENT RONALD	-	Sell	$10.62K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	3
2023 Q4	-	-

FIVE Ownership FAQ

Who Owns Five Below?

Five Below shareholders are primarily institutional investors at 105.59%, followed by 2.23% insiders and -7.82% retail investors. The average institutional ownership in Five Below's industry, Specialty Retail Stocks , is 48.40%, which Five Below exceeds.

Who owns the most shares of Five Below?

Five Below’s largest shareholders are Vanguard group (5.05M shares, 9.16%), Blackrock (5.05M shares, 9.16%), and Price t rowe associates inc /md/ (3.81M shares, 6.91%). Together, they hold 25.23% of Five Below’s total shares outstanding.

Does Blackrock own Five Below?

Yes, BlackRock owns 9.16% of Five Below, totaling 5.05M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 550.4M$. In the last quarter, BlackRock decreased its holdings by -23.175K shares, a -0.46% change.

Who is Five Below’s biggest shareholder by percentage of total assets invested?

Pacifica capital investments is Five Below’s biggest shareholder by percentage of total assets invested, with 19.47% of its assets in 497.49K Five Below shares, valued at 54.21M$.

Who is the top mutual fund holder of Five Below shares?

Capital Group Fundamental Invtrs Comp is the top mutual fund holder of Five Below shares, with 3.42% of its total shares outstanding invested in 1.88M Five Below shares.

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