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Nicholas Financial Ownership | Who Owns Nicholas Financial?

OverviewRevenueFinancialsChart

Nicholas Financial Ownership Summary

Nicholas Financial is owned by 2.15% institutional investors, 17.69% insiders, and 80.16% 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.

NICK Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockNicholas Financial2.15%17.69%80.16%
SectorFinancial Services Stocks 43.20%12.55%44.25%
IndustryCredit Services Stocks46.04%7.52%46.44%

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 Tr107.04K1.47%-
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 ETF26.21K0.36%-
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 Nicholas Financial?

Nicholas Financial shareholders are primarily institutional investors at 2.15%, followed by 17.69% insiders and 80.16% retail investors. The average institutional ownership in Nicholas Financial's industry, Credit Services Stocks, is 46.04%, which Nicholas Financial falls below.

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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