Koss Ownership | Who Owns Koss?


OverviewRevenueFinancialsChart

Koss Ownership Summary


Koss is owned by 6.33% institutional investors, 43.79% insiders, and 49.88% 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


TypeName% Inst% Insiders% Retail
StockKoss6.33%43.79%49.88%
SectorTechnology Stocks 52.78%10.49%36.73%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group262.51K2.84%$1.17M
Dimensional fund advisors lp145.96K1.58%$649.51K
Geode capital management59.47K0.64%$264.67K
Blackrock52.06K0.56%$231.68K
State street17.97K0.19%$79.98K
Northern trust12.28K0.13%$54.65K
James investment research10.57K0.11%$47.06K
Newedge advisors10.57K0.11%$47.06K
Pnc financial services group7.00K0.08%$31.15K
Ubs group4.11K0.04%$18.29K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
James investment research10.57K0.01%$47.06K
Activest wealth management1.00K0.00%$4.45K
Newedge advisors10.57K0.00%$47.06K
Dimensional fund advisors lp145.96K0.00%$649.51K
Creative financial designs inc /adv300.000.00%$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 group7.00-$31.00

Top Buyers

HolderShares% AssetsChange
Newedge advisors10.57K0.00%10.57K
James investment research10.57K0.01%10.57K
Dimensional fund advisors lp145.96K0.00%9.81K
Ubs group4.11K-4.11K
Royal bank of canada1.50K-1.50K

Top Sellers

HolderShares% AssetsChange
Renaissance---22.66K
Citadel advisors---14.62K
Blackrock52.06K--9.83K
Tower research capital llc (trc)436.00--2.04K
Advisor group50.00--66.00

New Positions

HolderShares% AssetsChangeValue
James investment research10.57K0.01%10.57K$47.06K
Newedge advisors10.57K0.00%10.57K$47.06K
Royal bank of canada1.50K-1.50K$7.00K
Activest wealth management1.00K0.00%1.00K$4.45K
Morgan stanley121.00-121.00$538.00

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 2024215.00%586,035-1.96%615.18%928.57%4100.00%
Mar 31, 2024205.26%597,7223.44%616.52%7-12.50%2-
Dec 31, 202319-5.00%577,8261.27%616.38%860.00%2-50.00%
Sep 30, 20232017.65%570,565-0.03%616.13%5-433.33%
Jun 30, 202317-5.56%570,761-1.75%615.54%5-16.67%3-

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv150.70K1.61%-
Vanguard Institutional Extnd Mkt Idx Tr98.20K1.06%-
Fidelity Extended Market Index31.36K0.34%741.00
Fidelity Total Market Index11.60K0.12%-28.00
Fidelity Series Total Market Index7.63K0.08%-
EA Bridgeway Omni Small-Cap Value ETF6.29K0.07%-
NT Ext Equity Mkt Idx Fd - NL5.45K0.06%-
Avantis US Small Cap Equity ETF5.11K0.05%-
NT Ext Equity Mkt Idx Fd - L4.47K0.05%-
Northern Trust Extended Eq Market Idx4.47K0.05%-

Recent Insider Transactions


DateNameRoleActivityValue
May 20, 2024KOSS JOHN C JR Vice President - SalesSell$131.25K
Jun 02, 2022Sweasy William Jesse Buy$20.78K
Jun 01, 2022Sweasy William Jesse Buy$119.38K
Nov 02, 2021Smith David Donnan Chief Financial OfficerSell$155.40K
Sep 15, 2021Koss Michael J Jr VP - Marketing & ProductSell$427.34K

Insider Transactions Trends


DateBuySell
2024 Q2-1
2022 Q4--
2022 Q22-
2022 Q1--
2021 Q4-1

KOSS Ownership FAQ


Who owns the most shares of Koss?

Koss’s largest shareholders are Vanguard group (262.51K shares, 2.84%), Dimensional fund advisors lp (145.96K shares, 1.58%), and Geode capital management (59.47K shares, 0.64%). Together, they hold 5.06% of Koss’s total shares outstanding.

Does Blackrock own Koss?

Yes, BlackRock owns 0.56% of Koss, totaling 52.06K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 231.68K$. In the last quarter, BlackRock decreased its holdings by -9.828K shares, a -15.88% change.

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

James investment research is Koss’s biggest shareholder by percentage of total assets invested, with 0.01% of its assets in 10.58K Koss shares, valued at 47.06K$.

Who is the top mutual fund holder of Koss shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Koss shares, with 1.61% of its total shares outstanding invested in 150.7K Koss shares.

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