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Nicholas Financial Ownership | Who Owns Nicholas Financial?

OverviewRevenueFinancialsChart

Nicholas Financial Ownership Summary

Nicholas Financial is owned by 2.28% institutional investors, 17.69% insiders, and 80.03% retail investors. Caldwell sutter capital is the largest institutional shareholder, holding 2.15% of NICK shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.03% of its assets in Nicholas Financial shares.

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Caldwell sutter capital157.00K2.15%$1.03M
Blackrock---
Magnolia group---
Tower research capital llc (trc)---
Susquehanna group, llp---
Advisor group---
Renaissance---
Tcw group---
Northern trust---
Geode capital management---

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Caldwell sutter capital157.00K0.51%$1.03M
Blackrock---
Magnolia group---
Tower research capital llc (trc)---
Susquehanna group, llp---
Advisor group---
Renaissance---
Tcw group---
Northern trust---
Geode capital management---

Top Buyers

HolderShares% AssetsChange
Jpmorgan chase---9.00
Wells fargo & company/mn---51.00
Acadian asset management---1.03K
Tower research capital llc (trc)---1.38K
Advisor group---2.50K

Top Sellers

HolderShares% AssetsChange
Magnolia group---2.43M
Tcw group---616.23K
Dimensional fund advisors lp---355.40K
Renaissance---346.65K
Vanguard group---260.94K

Sold Out

HolderChange
Jpmorgan chase-9.00
Wells fargo & company/mn-51.00
Acadian asset management-1.03K
Tower research capital llc (trc)-1.38K
Advisor group-2.50K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20241-153,602-2.16%249.06%--1-
Jun 30, 20241-95.65%157,000-96.46%20.06%--100.00%1-87.50%
Mar 31, 2024234.55%4,436,129-1.43%601.60%912.50%8-
Dec 31, 202322-4,500,395-0.92%611.59%8-8100.00%
Sep 30, 20232210.00%4,542,120-0.98%621.56%814.29%433.33%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv148.31K2.03%-
DFA US Small Cap Value I138.26K1.89%-
Vanguard Institutional Extnd Mkt Idx Tr107.04K1.61%-
DFA US Micro Cap I52.81K0.72%-
DFA US Targeted Value I43.40K0.59%-
Fidelity Extended Market Index37.16K0.51%1.56K
DFA US Small Cap I33.22K0.46%-
EA Bridgeway Omni Small-Cap Value ETF25.21K0.38%-
Fidelity Total Market Index13.99K0.19%9.97K
DFA US Core Equity 2 I13.43K0.18%-884.00

Recent Insider Transactions

DateNameRoleActivityValue
Sep 03, 2024Krebs Charles CHIEF FINANCIAL OFFICERBuy$11.94K
Jun 06, 2024Peterson Adam K Buy-
Mar 07, 2023Peterson Adam K Buy$72.60K
Feb 23, 2023Royal Jeffrey C-Buy$62.60K
Nov 21, 2022Royal Jeffrey C-Buy$16.28K

Insider Transactions Trends

DateBuySell
2023 Q12-
2022 Q42-
2022 Q31-
2022 Q21-
2022 Q16-

NICK Ownership FAQ

Who owns the most shares of Nicholas Financial?

Nicholas Financial’s largest shareholders are Caldwell sutter capital (157K shares, 2.15%), Blackrock (0 shares, 0%), and Magnolia group (0 shares, 0%). Together, they hold 2.15% of Nicholas Financial’s total shares outstanding.

Does Blackrock own Nicholas Financial?

Yes, BlackRock owns 0% of Nicholas Financial, totaling 0 shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 0$. In the last quarter, BlackRock decreased its holdings by -10.546K shares, a -100.00% change.

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

Caldwell sutter capital is Nicholas Financial’s biggest shareholder by percentage of total assets invested, with 0.51% of its assets in 157K Nicholas Financial shares, valued at 1.03M$.

Who is the top mutual fund holder of Nicholas Financial shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Nicholas Financial shares, with 2.03% of its total shares outstanding invested in 148.3K Nicholas Financial shares.

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