Quipt Home Medical Ownership | Who Owns Quipt Home Medical?

Overview Forecast RevenueFinancials Chart Transcripts

Quipt Home Medical Ownership Summary

Quipt Home Medical is owned by 48.66% institutional investors, 3.88% insiders, and 47.46% retail investors. Claret asset management is the largest institutional shareholder, holding 10.82% of QIPT shares. Royce Small-Cap Opportunity Invmt is the top mutual fund, with 2.40% of its assets in Quipt Home Medical shares.

QIPT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Quipt Home Medical	48.66%	3.88%	47.46%
Sector	Healthcare Stocks	47.12%	8.13%	44.75%
Industry	Medical Device Stocks	50.53%	7.95%	41.52%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Claret asset management	4.56M	10.82%	$14.71M
Forager capital management	2.36M	5.59%	$7.60M
Blackrock	2.00M	4.75%	$6.45M
Royce & associates lp	1.53M	3.62%	$4.92M
First manhattan co. llc.	1.40M	3.32%	$4.51M
Kennedy capital management	950.77K	2.25%	$3.06M
Boston partners	908.68K	2.15%	$2.93M
Franklin resources	681.34K	1.62%	$2.19M
State street	615.07K	1.46%	$1.98M
Geode capital management	510.88K	1.21%	$1.65M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Forager capital management	2.36M	3.25%	$7.60M
Claret asset management	4.56M	2.62%	$14.71M
Perritt capital management	206.90K	0.36%	$666.22K
Jb capital partners lp	200.00K	0.14%	$644.00K
Diker management	29.00K	0.08%	$93.38K
Kennedy capital management	950.77K	0.07%	$3.06M
Bridge city capital	55.16K	0.06%	$177.61K
Royce & associates lp	1.53M	0.05%	$4.92M
Crescent sterling	11.20K	0.03%	$36.06K
Pinnacle wealth planning services	43.60K	0.02%	$140.39K

Top Buyers

Holder	Shares	% Assets	Change
Forager capital management	2.36M	3.25%	2.36M
Royce & associates lp	1.53M	0.05%	306.63K
First manhattan co. llc.	1.40M	0.01%	225.00K
Jb capital partners lp	200.00K	0.14%	200.00K
Boston partners	908.68K	0.00%	166.68K

Top Sellers

Holder	Shares	% Assets	Change
Newgen asset management	-	-	-955.70K
Punch & associates investment management	-	-	-861.90K
First eagle investment management	-	-	-665.43K
Awm investment company	-	-	-294.60K
Fiera capital	-	-	-140.00K

New Positions

Holder	Shares	% Assets	Change	Value
Forager capital management	2.36M	3.25%	2.36M	$7.60M
Jb capital partners lp	200.00K	0.14%	200.00K	$644.00K
Strs ohio	89.10K	0.00%	89.10K	$286.90K
Verition fund management	25.68K	0.00%	25.68K	$82.67K
Corebridge financial	21.99K	0.00%	21.99K	$70.80K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-8.00
Toronto dominion bank	-47.00
Cornerstone planning group	-168.00
Main street group	-1.00K
Metropolitan life insurance co/ny	-2.32K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	90	7.14%	20,528,763	9.19%	48	2.13%	41	-	25	19.05%
Mar 31, 2024	84	-4.55%	18,800,604	3.84%	47	2.85%	41	10.81%	21	-12.50%
Dec 31, 2023	88	-6.38%	18,105,721	-3.75%	40	1.91%	37	-	24	-
Sep 30, 2023	94	-3.09%	18,810,976	9.14%	46	2.01%	37	-42.19%	24	140.00%
Jun 30, 2023	97	32.88%	17,236,001	32.15%	48	3.63%	64	28.00%	10	42.86%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Royce Small-Cap Opportunity Invmt	1.03M	2.40%	101.20K
iShares Russell 2000 ETF	959.50K	2.23%	-2.16K
Kennedy Micro Cap	866.92K	2.01%	-10.06K
FTGF RY US SmCp Opp A USD Dis(A)	720.88K	1.67%	23.14K
Putnam U.S. Small Cap Value Equity	519.40K	1.21%	43.20K
Putnam Small Cap Value A	519.40K	1.21%	-
Putnam Small Cap Value Managed Account	519.40K	1.21%	43.20K
Fidelity Small Cap Index	417.12K	0.97%	-3.53K
Boston Partners Small Cap Value II Inv	376.95K	0.87%	-3.76K
Russell Inv US Small Cap Equity E	302.55K	0.70%	39.06K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-

QIPT Ownership FAQ

Who Owns Quipt Home Medical?

Quipt Home Medical shareholders are primarily institutional investors at 48.66%, followed by 3.88% insiders and 47.46% retail investors. The average institutional ownership in Quipt Home Medical's industry, Medical Device Stocks, is 50.53%, which Quipt Home Medical falls below.

Who owns the most shares of Quipt Home Medical?

Quipt Home Medical’s largest shareholders are Claret asset management (4.56M shares, 10.82%), Forager capital management (2.36M shares, 5.59%), and Blackrock (2M shares, 4.75%). Together, they hold 21.16% of Quipt Home Medical’s total shares outstanding.

Does Blackrock own Quipt Home Medical?

Yes, BlackRock owns 4.75% of Quipt Home Medical, totaling 2M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 6.45M$. In the last quarter, BlackRock decreased its holdings by -29.346K shares, a -1.44% change.

Who is Quipt Home Medical’s biggest shareholder by percentage of total assets invested?

Forager capital management is Quipt Home Medical’s biggest shareholder by percentage of total assets invested, with 3.25% of its assets in 2.36M Quipt Home Medical shares, valued at 7.6M$.

Who is the top mutual fund holder of Quipt Home Medical shares?

Royce Small-Cap Opportunity Invmt is the top mutual fund holder of Quipt Home Medical shares, with 2.40% of its total shares outstanding invested in 1.03M Quipt Home Medical shares.

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