Grocery Outlet Ownership | Who Owns Grocery Outlet?
Grocery Outlet Ownership Summary
Grocery Outlet is owned by 102.46% institutional investors, 4.01% insiders. Blackrock is the largest institutional shareholder, holding 12.15% of GO shares. American Funds SMALLCAP World A is the top mutual fund, with 8.10% of its assets in Grocery Outlet shares.
GO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Grocery Outlet | 102.46% | 4.01% | -6.47% |
| Sector | Consumer Defensive Stocks | 51.56% | 13.97% | 34.47% |
| Industry | Grocery Stores Stocks | 55.27% | 16.56% | 28.17% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 12.09M | 12.15% | $267.45M |
| Vanguard group | 10.35M | 10.40% | $228.96M |
| Alliancebernstein | 5.51M | 5.54% | $121.86M |
| 12 west capital management lp | 5.45M | 5.48% | $120.55M |
| Mackenzie financial | 4.96M | 4.99% | $109.76M |
| Capital world investors | 4.38M | 4.40% | $96.85M |
| Dimensional fund advisors lp | 3.61M | 3.63% | $79.93M |
| Capital research global investors | 3.56M | 3.58% | $78.74M |
| Van berkom & associates | 3.50M | 3.52% | $77.39M |
| State street | 3.39M | 3.40% | $74.90M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| 12 west capital management lp | 5.45M | 12.39% | $120.55M |
| Solel partners lp | 1.63M | 5.86% | $35.98M |
| Rip road capital partners lp | 237.30K | 4.61% | $5.25M |
| Jackson square partners | 2.79M | 3.76% | $61.62M |
| Fpr partners | 1.40M | 3.13% | $30.97M |
| Van berkom & associates | 3.50M | 2.31% | $77.39M |
| Advisory research | 540.89K | 2.25% | $11.96M |
| Union square park capital management | 100.00K | 1.96% | $2.21M |
| Advantage alpha capital partners lp | 379.63K | 1.83% | $8.40M |
| Providence capital advisors | 285.80K | 1.38% | $6.32M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 12.09M | 0.01% | 3.09M |
| 12 west capital management lp | 5.45M | 12.39% | 1.82M |
| Millennium management | 1.98M | 0.02% | 1.73M |
| Solel partners lp | 1.63M | 5.86% | 1.63M |
| Ameriprise financial | 1.56M | 0.01% | 1.24M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital research global investors | 3.56M | 0.02% | -4.68M |
| Balyasny asset management | - | - | -1.44M |
| Simcoe capital management | - | - | -976.60K |
| Man group | 376.89K | 0.02% | -881.68K |
| Qube research | 56.29K | 0.00% | -876.12K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Solel partners lp | 1.63M | 5.86% | 1.63M | $35.98M |
| Norges bank | 950.64K | 0.00% | 950.64K | $21.03M |
| Senvest management | 893.95K | 0.76% | 893.95K | $19.77M |
| Advisory research | 540.89K | 2.25% | 540.89K | $11.96M |
| Intrinsic edge capital management | 280.00K | 0.56% | 280.00K | $6.19M |
Sold Out
| Holder | Change |
|---|---|
| International assets investment management | -6.00 |
| Toronto dominion bank | -43.00 |
| Nisa investment advisors | -46.00 |
| Sachetta | -51.00 |
| Gps wealth strategies group | -78.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 240 | 5.26% | 100,777,104 | -6.34% | 102 | 0.88% | 123 | -9.56% | 88 | 29.41% |
| Jun 30, 2024 | 225 | -13.46% | 107,496,593 | 9.39% | 108 | 1.09% | 134 | -2.19% | 67 | -30.21% |
| Mar 31, 2024 | 260 | -2.26% | 98,270,152 | -0.78% | 99 | 1.00% | 137 | -9.27% | 96 | 26.32% |
| Dec 31, 2023 | 266 | 4.72% | 99,039,253 | -0.06% | 99 | 0.99% | 151 | 5.59% | 76 | 4.11% |
| Sep 30, 2023 | 254 | 6.28% | 99,097,355 | -2.20% | 100 | 0.94% | 143 | 21.19% | 73 | -16.09% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 7.94M | 8.10% | - |
| iShares Core S&P Small-Cap ETF | 6.25M | 6.43% | 6.55K |
| Canada Life US Small-Mid Cap Growth A | 3.63M | 3.74% | - |
| Van Berkom Sm-Cap Eq | 3.44M | 3.51% | 3.44M |
| Vanguard Total Stock Mkt Idx Inv | 2.81M | 2.89% | -22.59K |
| Vanguard Small Cap Index | 2.22M | 2.28% | 4.35K |
| ClearBridge Small Cap Growth A | 2.18M | 2.22% | - |
| ClearBridge Small Cap Growth | 2.18M | 2.22% | - |
| Vanguard Small Cap Value Index Inv | 1.49M | 1.54% | -516.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.48M | 1.52% | -4.35K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 15, 2024 | Ragatz Erik D. | - | Buy | $2.01M |
| Sep 19, 2024 | Lindberg Eric J. Jr. | - | Sell | $3.26M |
| Aug 21, 2024 | Lindberg Eric J. Jr. | - | Sell | $1.84M |
| Aug 20, 2024 | Lindberg Eric J. Jr. | - | Sell | $1.86M |
| Aug 16, 2024 | Lindberg Eric J. Jr. | - | Sell | $1.89M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 1 | - |
| 2024 Q3 | - | 5 |
| 2024 Q2 | 4 | 1 |
| 2024 Q1 | 1 | 27 |
| 2023 Q4 | - | 3 |
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