Monster Beverage Ownership | Who Owns Monster Beverage?
Monster Beverage Ownership Summary
Monster Beverage is owned by 63.76% institutional investors, 28.77% insiders, and 7.47% retail investors. Montrusco bolton investments is the largest institutional shareholder, holding 0.36% of MNST shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.20% of its assets in Monster Beverage shares.
MNST Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Monster Beverage | 63.76% | 28.77% | 7.47% |
| Sector | Consumer Defensive Stocks | 52.71% | 13.91% | 33.39% |
| Industry | Non-Alcoholic Beverages Stocks | 42.23% | 23.43% | 34.34% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Montrusco bolton investments | 3.47M | 0.36% | $178.80M |
| Nordea investment management ab | 2.94M | 0.30% | $154.59M |
| Fort washington investment advisors inc /oh/ | 1.91M | 0.20% | $100.42M |
| Sumitomo mitsui trust | 1.77M | 0.18% | $93.21M |
| Sather financial group | 1.03M | 0.11% | $54.22M |
| Mediolanum funds | 599.18K | 0.06% | $31.40M |
| Ferguson wellman capital management | 450.83K | 0.05% | $23.70M |
| Gateway investment advisers | 448.71K | 0.05% | $23.58M |
| Asset management one | 408.06K | 0.04% | $21.44M |
| Defender capital, llc. | 399.03K | 0.04% | $20.97M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Defender capital, llc. | 399.03K | 7.71% | $20.97M |
| Sather financial group | 1.03M | 3.40% | $54.22M |
| Marshall & sullivan inc /wa/ | 87.35K | 2.24% | $4.59M |
| Montrusco bolton investments | 3.47M | 2.17% | $178.80M |
| Fortune financial advisors | 25.20K | 1.20% | $1.32B |
| Invesco | 40.97K | 0.86% | $2.15M |
| William allan | 24.13K | 0.78% | $1.27M |
| Shaker investments llc/oh | 34.64K | 0.76% | $1.82M |
| Donoghue forlines | 41.01K | 0.72% | $2.16M |
| United asset strategies | 148.83K | 0.72% | $7.82M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Montrusco bolton investments | 3.47M | 2.17% | 2.48M |
| Mediolanum funds | 599.18K | 0.41% | 276.70K |
| Tokio marine asset management | 228.29K | 0.43% | 152.97K |
| Miracle mile advisors | 134.89K | 0.14% | 134.89K |
| Donoghue forlines | 41.01K | 0.72% | 41.01K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Assenagon asset management | 58.96K | 0.01% | -2.54M |
| Nordea investment management ab | 2.94M | 0.16% | -609.66K |
| Park national corp /oh/ | 83.93K | 0.16% | -249.19K |
| Blb&b advisors | 6.67K | 0.02% | -137.31K |
| Lmcg investments | 28.52K | 0.09% | -129.30K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Miracle mile advisors | 134.89K | 0.14% | 134.89K | $7.09M |
| Donoghue forlines | 41.01K | 0.72% | 41.01K | $2.16M |
| Sustainable insight capital management | 23.10K | 0.53% | 23.10K | $1.21M |
| Leisure capital management | 22.38K | 0.46% | 22.38K | $1.18M |
| Diversified trust | 13.94K | 0.02% | 13.94K | $732.90K |
Sold Out
| Holder | Change |
|---|---|
| Reston wealth management | -2.00 |
| Strengthening families & communities | -9.00 |
| Castleview partners | -10.00 |
| Gps wealth strategies group | -14.00 |
| Concord wealth partners | -27.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 948 | -1.66% | 622,169,482 | -2.28% | 63 | 1.67% | 406 | -1.93% | 360 | -5.01% |
| Jun 30, 2024 | 964 | -6.77% | 636,670,870 | -4.93% | 61 | 1.49% | 414 | -19.92% | 379 | 20.32% |
| Mar 31, 2024 | 1,034 | 2.68% | 669,711,646 | -0.25% | 64 | 1.56% | 517 | 1.57% | 315 | -2.17% |
| Dec 31, 2023 | 1,007 | 7.36% | 671,415,210 | -0.64% | 64 | 1.54% | 509 | 17.82% | 322 | -3.30% |
| Sep 30, 2023 | 938 | 1.08% | 675,768,213 | -1.33% | 64 | 1.51% | 432 | -2.92% | 333 | 3.42% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 21.37M | 2.20% | -207.38K |
| Invesco QQQ Trust | 19.73M | 2.03% | 215.02K |
| Vanguard Institutional 500 Index Trust | 18.96M | 1.95% | 3.67K |
| AllianceBernstein US L/C Growth Eqty MF | 15.03M | 1.55% | -2.17M |
| AB Large Cap Growth A | 11.24M | 1.16% | -1.13M |
| SPDR® S&P 500® ETF Trust | 8.77M | 0.90% | 65.92K |
| Fidelity 500 Index | 8.71M | 0.90% | 59.21K |
| iShares Core S&P 500 ETF | 8.22M | 0.85% | 5.78K |
| Janus Concentrated Growth CF | 7.99M | 0.82% | 7.99M |
| Janus Henderson Forty S | 7.99M | 0.82% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 13, 2024 | KELLY THOMAS J | Chief Financial Officer | Sell | $526.50K |
| Nov 12, 2024 | VIDERGAUZ MARK | - | Sell | $562.10K |
| Jun 11, 2024 | VIDERGAUZ MARK | - | Sell | $406.72K |
| Jun 11, 2024 | VIDERGAUZ MARK | - | Sell | $375.08K |
| Jun 11, 2024 | HALL MARK J | - | Sell | $12.50M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 13 |
| 2024 Q1 | - | 1 |
| 2023 Q4 | - | 4 |
MNST Ownership FAQ
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