Koss Ownership | Who Owns Koss?
Koss Ownership Summary
Koss is owned by 6.29% institutional investors, 43.79% insiders, and 49.93% retail investors. Vanguard group is the largest institutional shareholder, holding 2.70% of KOSS shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 1.61% of its assets in Koss shares.
KOSS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Koss | 6.29% | 43.79% | 49.93% |
| Sector | Technology Stocks | 44.47% | 12.07% | 43.46% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 250.94K | 2.70% | $1.85M |
| Dimensional fund advisors lp | 145.96K | 1.58% | $649.51K |
| Blackrock funding, inc. /de | 75.51K | 0.81% | $557.23K |
| Marshall wace, llp | 60.58K | 0.65% | $447.08K |
| Geode capital management | 60.16K | 0.65% | $444.05K |
| Blackrock | 52.06K | 0.56% | $231.68K |
| State street | 17.97K | 0.19% | $132.65K |
| Jane street group | 16.98K | 0.18% | $125.33K |
| Susquehanna group, llp | 13.92K | 0.15% | $102.72K |
| Virtu financial | 12.40K | 0.13% | $92.00K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| James investment research | 10.57K | 0.01% | $78.04K |
| Virtu financial | 12.40K | 0.00% | $92.00K |
| Activest wealth management | 1.00K | 0.00% | $7.38K |
| Newedge advisors | 10.57K | 0.00% | $78.04K |
| Marshall wace, llp | 60.58K | 0.00% | $447.08K |
| Dimensional fund advisors lp | 145.96K | 0.00% | $649.51K |
| Creative financial designs inc /adv | 300.00 | 0.00% | $2.21K |
| Nelson, van denburg & campbell wealth management group | 7.00 | - | $51.00 |
| Guardian wealth management | 6.00 | - | $44.00 |
| Renaissance | - | - | - |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Marshall wace, llp | 60.58K | 0.00% | 60.58K |
| Blackrock funding, inc. /de | 75.51K | - | 23.44K |
| Jane street group | 16.98K | - | 16.98K |
| Susquehanna group, llp | 13.92K | - | 13.92K |
| Virtu financial | 12.40K | 0.00% | 12.40K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Renaissance | - | - | -22.66K |
| Citadel advisors | - | - | -14.62K |
| Blackrock | 52.06K | - | -9.83K |
| Tower research capital llc (trc) | - | - | -1.89K |
| Geode capital management | 60.16K | - | -1.05K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Marshall wace, llp | 60.58K | 0.00% | 60.58K | $447.08K |
| Jane street group | 16.98K | - | 16.98K | $125.33K |
| Susquehanna group, llp | 13.92K | - | 13.92K | $102.72K |
| Virtu financial | 12.40K | 0.00% | 12.40K | $92.00K |
| Morgan stanley | 121.00 | - | 121.00 | $538.00 |
Sold Out
| Holder | Change |
|---|---|
| Fmr | -10.00 |
| Jpmorgan chase | -11.00 |
| Northwestern mutual wealth management | -19.00 |
| Wells fargo & company/mn | -41.00 |
| Steward partners investment advisory | -49.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 29 | 31.82% | 588,257 | 38.02% | 6 | 30.00% | 16 | 77.78% | 2 | -60.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 150.70K | 1.61% | - |
| Vanguard Total Stock Mkt Idx Inv | 150.70K | 1.61% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 98.20K | 1.05% | - |
| Fidelity Extended Market Index | 29.22K | 0.31% | -186.00 |
| Extended Equity Market Fund K | 20.22K | 0.22% | 62.00 |
| Fidelity Total Market Index | 11.51K | 0.12% | - |
| Fidelity Series Total Market Index | 6.97K | 0.07% | - |
| 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 | 5.15K | 0.06% | - |
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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