Quipt Home Medical Ownership | Who Owns Quipt Home Medical?

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Quipt Home Medical Ownership Summary

Quipt Home Medical is owned by 21.28% institutional investors, 9.58% insiders, and 69.14% retail investors. Claret asset management is the largest institutional shareholder, holding 10.52% of QIPT shares. Royce Small-Cap Opportunity Invmt is the top mutual fund, with 2.45% of its assets in Quipt Home Medical shares.

QIPT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Quipt Home Medical	21.28%	9.58%	69.14%
Sector	Healthcare Stocks	57.39%	9.93%	32.68%
Industry	Medical Device Stocks	40.18%	9.93%	49.89%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Claret asset management	4.47M	10.52%	$13.62M
Forager capital management	4.20M	9.88%	$12.81M
Blackrock funding, inc. /de	2.05M	4.81%	$6.24M
Blackrock	2.00M	4.75%	$6.45M
Royce & associates lp	1.98M	4.66%	$6.05M
First manhattan co. llc.	1.65M	3.88%	$5.03M
Kanen wealth management	1.43M	3.35%	$4.35M
Russell investments group	910.62K	2.14%	$2.78B
Franklin resources	731.70K	1.72%	$2.23M
State street	650.81K	1.51%	$1.98M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Forager capital management	4.20M	5.36%	$12.81M
Claret asset management	4.47M	2.15%	$13.62M
Kanen wealth management	1.43M	1.62%	$4.35M
Perritt capital management	190.40K	0.30%	$580.72K
Jb capital partners lp	200.00K	0.12%	$610.00K
Diker management	29.00K	0.08%	$88.45K
Royce & associates lp	1.98M	0.06%	$6.05M
Bridge city capital	55.27K	0.04%	$168.57K
Crescent sterling	10.00K	0.03%	$30.50K
Kennedy capital management	429.92K	0.03%	$1.31M

Top Buyers

Holder	Shares	% Assets	Change
Kanen wealth management	1.43M	1.62%	1.43M
Royce & associates lp	1.98M	0.06%	213.30K
Arrowstreet capital, limited partnership	493.86K	0.00%	210.15K
Russell investments group	910.62K	0.00%	113.68K
Strs ohio	89.10K	0.00%	89.10K

Top Sellers

Holder	Shares	% Assets	Change
Newgen asset management	-	-	-955.70K
Punch & associates investment management	-	-	-861.90K
First eagle investment management	-	-	-665.43K
Kennedy capital management	429.92K	0.03%	-524.82K
Boston partners	218.82K	0.00%	-352.48K

New Positions

Holder	Shares	% Assets	Change	Value
Kanen wealth management	1.43M	1.62%	1.43M	$4.35M
Strs ohio	89.10K	0.00%	89.10K	$286.90K
Bridgeway capital management	46.30K	0.00%	46.30K	$141.22K
Bnp paribas arbitrage, snc	45.00K	0.00%	45.00K	$137.24K
Raymond james financial	37.20K	-	37.20K	$113.46K

Sold Out

Holder	Change
Capital performance advisors llp	-7.00
Nelson, van denburg & campbell wealth management group	-8.00
Toronto dominion bank	-47.00
West paces advisors	-85.00
Cornerstone planning group	-168.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	44	-52.17%	9,171,448	-59.66%	21	0.74%	22	-54.17%	7	-50.00%
Sep 30, 2024	92	2.22%	22,735,923	10.75%	53	2.25%	48	17.07%	14	-46.15%
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	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Royce Small-Cap Opportunity Invmt	1.06M	2.45%	24.57K
iShares Russell 2000 ETF	978.14K	2.27%	-8.47K
Philotimo Focused Growth and Income	925.01K	2.15%	925.01K
FTGF RY US SmCp Opp A USD Dis(A)	922.75K	2.14%	-
Putnam Small Cap Value Managed Account	519.40K	1.21%	-
Putnam U.S. Small Cap Value Equity	519.40K	1.21%	-
Putnam Small Cap Value A	499.60K	1.16%	-
Fidelity Small Cap Index	400.41K	0.93%	-7.50K
Boston Partners Small Cap Value II Inv	376.95K	0.87%	-3.76K
Kennedy Micro Cap	348.21K	0.81%	-53.25K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 26, 2024	Gamble Patrick Dennis	Exec VP Operations	Buy	$24.70K
Dec 26, 2024	Gamble Patrick Dennis	Exec VP Operations	Buy	$16.93K

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 21.28%, followed by 9.58% insiders and 69.14% retail investors. The average institutional ownership in Quipt Home Medical's industry, Medical Device Stocks, is 40.18%, 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 (4.47M shares, 10.52%), Forager capital management (4.2M shares, 9.88%), and Blackrock funding, inc. /de (2.05M shares, 4.81%). Together, they hold 25.21% 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 5.36% of its assets in 4.2M Quipt Home Medical shares, valued at 12.81M$.

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 2.45% of its total shares outstanding invested in 1.06M Quipt Home Medical shares.

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