Tootsie Roll Industries Ownership | Who Owns Tootsie Roll Industries?

Tootsie Roll Industries Ownership Summary

Tootsie Roll Industries is owned by 15.60% institutional investors, 65.23% insiders, and 19.17% retail investors. Blackrock is the largest institutional shareholder, holding 2.72% of TR shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 1.46% of its assets in Tootsie Roll Industries shares.

TR Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Tootsie Roll Industries	15.60%	65.23%	19.17%
Sector	Consumer Defensive Stocks	51.56%	13.97%	34.47%
Industry	Confectionery Stocks	50.79%	21.06%	28.15%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	1.94M	2.72%	$59.41M
Vanguard group	1.91M	2.68%	$58.52M
First trust advisors lp	1.58M	2.22%	$48.44M
Allspring global investments	982.93K	1.38%	$30.05M
Dimensional fund advisors lp	950.64K	1.33%	$29.06M
Renaissance	519.72K	0.73%	$15.89M
State street	376.04K	0.53%	$11.53M
Hfr wealth management	273.63K	0.38%	$8.36M
Geode capital management	239.04K	0.33%	$7.31M
Invesco	170.18K	0.24%	$5.20M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Hfr wealth management	273.63K	2.13%	$8.36M
Semanteon capital management, lp	16.65K	0.36%	$509.08K
Gsa capital partners llp	102.35K	0.22%	$3.13M
Brown, lisle/cummings	20.07K	0.20%	$613.54K
Reik	15.06K	0.12%	$460.55K
Marble harbor investment counsel	30.16K	0.11%	$921.84K
Rodgers brothers	22.02K	0.09%	$673.24K
Hamel associates	8.50K	0.08%	$259.85K
Org partners	21.30K	0.08%	$638.52M
Quest partners	12.36K	0.05%	$377.91K

Top Buyers

Holder	Shares	% Assets	Change
First trust advisors lp	1.58M	0.05%	1.56M
Gsa capital partners llp	102.35K	0.22%	78.83K
Vanguard group	1.91M	0.00%	48.40K
Janus henderson group	43.10K	0.00%	35.41K
Dimensional fund advisors lp	950.64K	0.01%	31.59K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock	1.94M	0.00%	-116.84K
Granite investment partners	-	-	-92.45K
Millennium management	52.39K	0.00%	-81.94K
Tudor investment corp et al	-	-	-67.68K
Hrt financial lp	-	-	-60.69K

New Positions

Holder	Shares	% Assets	Change	Value
Baird financial group	26.79K	0.00%	26.79K	$819.06K
Org partners	21.30K	0.08%	21.30K	$638.52M
Hamel associates	8.50K	0.08%	8.50K	$259.85K
Commonwealth equity services	8.08K	0.00%	8.08K	$247.00K
Lpl financial	6.84K	0.00%	6.84K	$209.25K

Sold Out

Holder	Change
Tfo-tdc	-2.00
Frazier financial advisors	-3.00
Innealta capital	-9.00
Abound wealth management	-11.00
Financial gravity asset management	-15.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	164	3.80%	11,138,074	-4.45%	15	5.86%	75	-10.71%	53	-1.85%
Jun 30, 2024	156	-1.89%	11,656,561	11.39%	16	7.60%	82	-13.68%	54	38.46%
Mar 31, 2024	159	-4.79%	10,464,552	2.23%	14	7.23%	95	26.67%	39	-31.58%
Dec 31, 2023	167	5.70%	10,235,847	-2.56%	14	6.63%	75	31.58%	57	-3.39%
Sep 30, 2023	158	-12.71%	10,504,696	-6.95%	14	5.99%	57	-31.33%	59	-13.24%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	1.04M	1.46%	1.09K
Allspring Special Small Cap Value A	920.81K	1.29%	26.20K
Vanguard Total Stock Mkt Idx Inv	479.68K	0.67%	-
Vanguard Small Cap Index	414.07K	0.58%	800.00
Vanguard Institutional Extnd Mkt Idx Tr	267.61K	0.37%	-840.00
Vanguard Small Cap Growth Index Inv	227.65K	0.32%	126.00
DFA US Small Cap I	176.37K	0.25%	-
DFA US Micro Cap I	161.04K	0.23%	-
Vanguard Consumer Staples ETF	159.91K	0.22%	366.00
SPDR® Portfolio S&P 600™ Sm Cap ETF	146.19K	0.20%	1.12K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 20, 2021	WEINER LEIGH R	-	Sell	$9.86M
Dec 06, 2016	GORDON ELLEN R	President	Sell	$2.05M
Dec 06, 2016	GORDON ELLEN R	President	Buy	$2.05M
Jul 31, 2014	LEWIS BRENT LANA JANE	-	Buy	$403.62K
May 07, 2013	LEWIS BRENT LANA JANE	-	Sell	$461.34K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2022 Q4	-	-
2021 Q3	-	1
2021 Q1	-	-
2017 Q1	-	-

TR Ownership FAQ

Who Owns Tootsie Roll Industries?

Tootsie Roll Industries shareholders are primarily institutional investors at 15.60%, followed by 65.23% insiders and 19.17% retail investors. The average institutional ownership in Tootsie Roll Industries's industry, Confectionery Stocks, is 50.79%, which Tootsie Roll Industries falls below.

Who owns the most shares of Tootsie Roll Industries?

Tootsie Roll Industries’s largest shareholders are Blackrock (1.94M shares, 2.72%), Vanguard group (1.91M shares, 2.68%), and First trust advisors lp (1.58M shares, 2.22%). Together, they hold 7.62% of Tootsie Roll Industries’s total shares outstanding.

Does Blackrock own Tootsie Roll Industries?

Yes, BlackRock owns 2.72% of Tootsie Roll Industries, totaling 1.94M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 59.41M$. In the last quarter, BlackRock decreased its holdings by -117K shares, a -5.67% change.

Who is Tootsie Roll Industries’s biggest shareholder by percentage of total assets invested?

Hfr wealth management is Tootsie Roll Industries’s biggest shareholder by percentage of total assets invested, with 2.13% of its assets in 273.63K Tootsie Roll Industries shares, valued at 8.36M$.

Who is the top mutual fund holder of Tootsie Roll Industries shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Tootsie Roll Industries shares, with 1.46% of its total shares outstanding invested in 1.04M Tootsie Roll Industries shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools