Weis Markets Ownership | Who Owns Weis Markets?
Weis Markets Ownership Summary
Weis Markets is owned by 36.88% institutional investors, 39.40% insiders, and 23.73% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 7.83% of WMK shares. DFA US Small Cap Value I is the top mutual fund, with 2.19% of its assets in Weis Markets shares.
WMK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Weis Markets | 36.88% | 39.40% | 23.73% |
| Sector | Consumer Defensive Stocks | 43.92% | 15.26% | 40.82% |
| Industry | Grocery Stores Stocks | 51.24% | 16.62% | 32.14% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Dimensional fund advisors lp | 2.11M | 7.83% | $142.68M |
| Vanguard group | 1.84M | 6.85% | $124.80M |
| Blackrock funding, inc. /de | 1.33M | 4.94% | $89.92M |
| Blackrock | 1.30M | 4.82% | $81.35M |
| American century companies | 485.29K | 1.80% | $32.86M |
| Geode capital management | 442.81K | 1.65% | $29.99M |
| State street | 433.31K | 1.61% | $27.20M |
| Charles schwab investment management | 420.28K | 1.56% | $28.46M |
| Bank of new york mellon | 275.47K | 1.02% | $18.65M |
| Renaissance | 263.64K | 0.98% | $17.85M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Summerhaven investment management | 12.18K | 0.51% | $824.90K |
| Martin & co inc /tn/ | 28.22K | 0.47% | $1.91M |
| Semanteon capital management, lp | 8.62K | 0.31% | $583.81K |
| Denali advisors | 37.90K | 0.27% | $2.57M |
| Virtus investment advisers | 4.02K | 0.21% | $272.37K |
| Tower wealth partners | 3.77K | 0.13% | $255.24K |
| Linden thomas advisory services | 14.56K | 0.13% | $986.27K |
| Dgs capital management | 6.61K | 0.11% | $447.51K |
| Gsa capital partners llp | 22.22K | 0.11% | $1.50M |
| Bridgeway capital management | 72.23K | 0.11% | $4.89M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| American century companies | 485.29K | 0.02% | 62.47K |
| Empowered funds | 69.31K | 0.07% | 58.15K |
| Bridgeway capital management | 72.23K | 0.11% | 52.13K |
| Norges bank | 50.47K | 0.00% | 50.47K |
| Bank of america corp /de/ | 105.68K | 0.00% | 32.56K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Nuveen asset management | 69.47K | 0.00% | -88.26K |
| Millennium management | 12.95K | 0.00% | -32.73K |
| Gsa capital partners llp | 22.22K | 0.11% | -29.65K |
| Dz bank ag deutsche zentral genossenschafts bank, frankfurt am main | 14.26K | 0.00% | -29.52K |
| Arrowstreet capital, limited partnership | 84.00K | 0.00% | -23.59K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 50.47K | 0.00% | 50.47K | $3.42M |
| Proficio capital partners | 17.27K | 0.00% | 17.27K | $17.27K |
| Susquehanna fundamental investments | 13.10K | 0.01% | 13.10K | $887.13K |
| Campbell & co investment adviser | 8.59K | 0.04% | 8.59K | $581.85K |
| Connor, clark & lunn investment management | 5.08K | 0.00% | 5.08K | $344.02K |
Sold Out
| Holder | Change |
|---|---|
| Claris advisors, llc / mo / | -1.00 |
| Newedge advisors | -1.00 |
| Concourse financial group securities | -8.00 |
| Bell investment advisors | -8.00 |
| Bessemer group | -15.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 160 | - | 9,919,630 | -3.17% | 36 | 2.54% | 70 | -12.50% | 60 | 25.00% |
| Sep 30, 2024 | 159 | -1.24% | 10,238,554 | -0.91% | 38 | 2.58% | 79 | 1.28% | 48 | -12.73% |
| Jun 30, 2024 | 158 | -4.82% | 10,317,079 | 0.72% | 38 | 2.64% | 76 | -7.32% | 54 | -8.47% |
| Mar 31, 2024 | 166 | 1.84% | 10,243,774 | -3.06% | 38 | 2.47% | 82 | -1.20% | 59 | -3.28% |
| Dec 31, 2023 | 163 | 7.24% | 10,567,289 | 1.65% | 39 | 2.63% | 83 | 7.79% | 61 | 27.08% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| DFA US Small Cap Value I | 589.18K | 2.19% | -6.72K |
| Vanguard US Total Market Shares ETF | 510.39K | 1.90% | - |
| Vanguard Total Stock Mkt Idx Inv | 507.96K | 1.89% | - |
| Avantis US Small Cap Value ETF | 448.25K | 1.67% | 440.00 |
| iShares Russell 2000 ETF | 426.37K | 1.59% | -3.69K |
| Vanguard Small Cap Index | 412.01K | 1.53% | 336.00 |
| Vanguard Small Cap Value Index Inv | 271.63K | 1.01% | -715.00 |
| DFA US Targeted Value I | 259.08K | 0.96% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 251.32K | 0.93% | 445.00 |
| Schwab Fundamental U.S. Small CompanyETF | 242.68K | 0.90% | 195.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 13, 2024 | Gleeson Robert G. | SVP, Merchandising & Marketing | Buy | $6.66K |
| May 10, 2024 | Lauth Edward John III | - | Buy | $99.09K |
| Dec 14, 2023 | Gleeson Robert G. | SVP, Merchandising & Marketing | Buy | $18.65K |
| May 31, 2023 | Schertle Kurt A | Chief Operating Officer | Buy | $119.30K |
| Dec 09, 2021 | Lockard Michael T | SVP, CFO and Treasurer | Buy | $183.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q2 | 2 | - |
| 2024 Q1 | - | - |
| 2023 Q4 | 1 | - |
| 2023 Q2 | 1 | - |
| 2021 Q4 | 2 | - |
WMK Ownership FAQ
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