Koss Ownership | Who Owns Koss?
Koss Ownership Summary
Koss is owned by 4.58% institutional investors, 43.79% insiders, and 51.64% retail investors. Vanguard group is the largest institutional shareholder, holding 2.84% of KOSS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.61% of its assets in Koss shares.
KOSS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Koss | 4.58% | 43.79% | 51.64% |
| Sector | Technology Stocks | 54.54% | 11.27% | 34.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 262.51K | 2.84% | $1.17M |
| Dimensional fund advisors lp | 145.96K | 1.58% | $649.51K |
| Geode capital management | 59.47K | 0.64% | $264.67K |
| Blackrock | 52.06K | 0.56% | $231.68K |
| State street | 17.97K | 0.19% | $79.98K |
| Northern trust | 12.28K | 0.13% | $54.65K |
| James investment research | 10.57K | 0.11% | $47.06K |
| Newedge advisors | 10.57K | 0.11% | $47.06K |
| Pnc financial services group | 7.00K | 0.08% | $31.15K |
| Ubs group | 4.11K | 0.04% | $18.29K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| James investment research | 10.57K | 0.01% | $47.06K |
| Activest wealth management | 1.00K | 0.00% | $4.45K |
| Newedge advisors | 10.57K | 0.00% | $47.06K |
| Dimensional fund advisors lp | 145.96K | 0.00% | $649.51K |
| Creative financial designs inc /adv | 300.00 | 0.00% | $1.33K |
| Steward partners investment advisory | - | - | - |
| Tower research capital llc (trc) | 436.00 | - | $1.94K |
| Renaissance | - | - | - |
| North star investment management | - | - | - |
| Nelson, van denburg & campbell wealth management group | 7.00 | - | $31.00 |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Newedge advisors | 10.57K | 0.00% | 10.57K |
| James investment research | 10.57K | 0.01% | 10.57K |
| Dimensional fund advisors lp | 145.96K | 0.00% | 9.81K |
| Ubs group | 4.11K | - | 4.11K |
| Royal bank of canada | 1.50K | - | 1.50K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Renaissance | - | - | -22.66K |
| Citadel advisors | - | - | -14.62K |
| Blackrock | 52.06K | - | -9.83K |
| Tower research capital llc (trc) | 436.00 | - | -2.04K |
| Advisor group | 50.00 | - | -66.00 |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| James investment research | 10.57K | 0.01% | 10.57K | $47.06K |
| Newedge advisors | 10.57K | 0.00% | 10.57K | $47.06K |
| Royal bank of canada | 1.50K | - | 1.50K | $7.00K |
| Activest wealth management | 1.00K | 0.00% | 1.00K | $4.45K |
| Morgan stanley | 121.00 | - | 121.00 | $538.00 |
Sold Out
| Holder | Change |
|---|---|
| Jpmorgan chase | -11.00 |
| Fmr | -27.00 |
| Wells fargo & company/mn | -41.00 |
| Steward partners investment advisory | -49.00 |
| Qube research | -50.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 22 | 4.76% | 426,211 | -27.27% | 4 | 11.42% | 9 | - | 5 | 25.00% |
| Jun 30, 2024 | 21 | 5.00% | 586,035 | -1.96% | 6 | 15.18% | 9 | 28.57% | 4 | 100.00% |
| Mar 31, 2024 | 20 | 5.26% | 597,722 | 3.44% | 6 | 16.52% | 7 | -12.50% | 2 | - |
| Dec 31, 2023 | 19 | -5.00% | 577,826 | 1.27% | 6 | 16.38% | 8 | 60.00% | 2 | -50.00% |
| Sep 30, 2023 | 20 | 17.65% | 570,565 | -0.03% | 6 | 16.13% | 5 | - | 4 | 33.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 150.70K | 1.61% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 98.20K | 1.05% | - |
| Fidelity Extended Market Index | 31.36K | 0.34% | 741.00 |
| Fidelity Total Market Index | 11.60K | 0.12% | -28.00 |
| Fidelity Series Total Market Index | 7.63K | 0.08% | - |
| EA Bridgeway Omni Small-Cap Value ETF | 6.32K | 0.07% | - |
| NT Ext Equity Mkt Idx Fd - NL | 5.45K | 0.06% | - |
| Avantis US Small Cap Equity ETF | 5.11K | 0.05% | - |
| NT Ext Equity Mkt Idx Fd - L | 4.47K | 0.05% | - |
| Northern Trust Extended Eq Market Idx | 4.47K | 0.05% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 12, 2024 | KOSS JOHN C JR | Vice President - Sales | Sell | $184.72K |
| May 20, 2024 | KOSS JOHN C JR | Vice President - Sales | Sell | $131.25K |
| Jun 02, 2022 | Sweasy William Jesse | Buy | $20.78K | |
| Jun 01, 2022 | Sweasy William Jesse | Buy | $119.38K | |
| Nov 02, 2021 | Smith David Donnan | Chief Financial Officer | Sell | $155.40K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q2 | - | 1 |
| 2022 Q4 | - | - |
| 2022 Q2 | 2 | - |
| 2022 Q1 | - | - |
| 2021 Q4 | - | 1 |
KOSS Ownership FAQ
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