Zumiez Ownership | Who Owns Zumiez?
Zumiez Ownership Summary
Zumiez is owned by 79.75% institutional investors, 20.83% insiders. Blackrock is the largest institutional shareholder, holding 11.30% of ZUMZ shares. MFS New Discovery Value I is the top mutual fund, with 3.92% of its assets in Zumiez shares.
ZUMZ Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Zumiez | 79.75% | 20.83% | -0.58% |
| Sector | Consumer Cyclical Stocks | 56.74% | 12.13% | 31.13% |
| Industry | Apparel Retail Stocks | 70.34% | 12.90% | 16.76% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 2.20M | 11.30% | $42.85M |
| Dimensional fund advisors lp | 1.44M | 7.41% | $28.11M |
| Massachusetts financial services co /ma/ | 1.36M | 6.98% | $26.48M |
| Fund 1 investments | 984.02K | 5.06% | $19.17M |
| Vanguard group | 941.36K | 4.84% | $18.34M |
| Divisar capital management | 843.05K | 4.33% | $16.42M |
| Towle | 568.12K | 2.92% | $11.07M |
| First eagle investment management | 420.02K | 2.16% | $8.18M |
| Charles schwab investment management | 418.77K | 2.15% | $8.16M |
| Geode capital management | 387.39K | 1.99% | $7.55M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Divisar capital management | 843.05K | 3.11% | $16.42M |
| Tieton capital management | 209.64K | 2.27% | $4.08M |
| Fund 1 investments | 984.02K | 2.08% | $19.17M |
| Towle | 568.12K | 1.45% | $11.07M |
| Semanteon capital management, lp | 22.39K | 0.31% | $436.25K |
| Balanced rock investment advisor | 13.60K | 0.22% | $264.99K |
| Gsa capital partners llp | 126.60K | 0.17% | $2.47M |
| Landscape capital management | 93.50K | 0.15% | $1.82M |
| Pacific ridge capital partners | 28.66K | 0.13% | $558.32K |
| First washington | 11.34K | 0.08% | $220.86K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fund 1 investments | 984.02K | 2.08% | 963.62K |
| Acadian asset management | 213.72K | 0.01% | 148.00K |
| Aqr capital management | 148.09K | 0.00% | 107.07K |
| Goldman sachs group | 329.68K | 0.00% | 106.05K |
| Marshall wace, llp | 120.81K | 0.00% | 104.51K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | - | - | -284.06K |
| Hotchkis & wiley capital management | - | - | -187.84K |
| Rk capital management | - | - | -171.50K |
| Nordea investment management ab | - | - | -151.46K |
| Dimensional fund advisors lp | 1.44M | 0.01% | -137.48K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sei investments | 43.35K | 0.00% | 43.35K | $844.54K |
| Man group | 30.62K | 0.00% | 30.62K | $596.46K |
| Connor, clark & lunn investment management | 11.31K | 0.00% | 11.31K | $220.24K |
| Corebridge financial | 8.83K | 0.00% | 8.83K | $172.09K |
| Mirae asset global etfs | 8.13K | 0.00% | 8.13K | $158.47K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -3.00 |
| Parallel advisors | -10.00 |
| Bell investment advisors | -37.00 |
| Innealta capital | -448.00 |
| Allspring global investments | -810.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 134 | 16.52% | 15,379,847 | -1.29% | 79 | 1.24% | 71 | 26.79% | 39 | -7.14% |
| Jun 30, 2024 | 114 | -8.06% | 15,581,216 | 1.99% | 80 | 1.28% | 55 | -6.78% | 42 | - |
| Mar 31, 2024 | 124 | 2.48% | 15,277,121 | 0.07% | 79 | 1.26% | 59 | 7.27% | 42 | -6.67% |
| Dec 31, 2023 | 121 | -6.92% | 15,266,949 | -0.62% | 79 | 1.25% | 55 | -8.33% | 45 | 12.50% |
| Sep 30, 2023 | 130 | -9.09% | 15,362,109 | 3.28% | 79 | 1.34% | 60 | -14.29% | 40 | -13.04% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| MFS New Discovery Value I | 749.57K | 3.92% | -268.66K |
| Vanguard Total Stock Mkt Idx Inv | 510.79K | 2.67% | - |
| iShares Russell 2000 ETF | 428.10K | 2.24% | -966.00 |
| DFA US Small Cap Value I | 289.03K | 1.51% | - |
| First Eagle Small Cap Opportunity I | 287.26K | 1.50% | -24.16K |
| First Eagle US Small Cap Strategy | 287.26K | 1.50% | -97.70K |
| Vanguard Institutional Extnd Mkt Idx Tr | 270.74K | 1.41% | 4.51K |
| Bridge Builder Small/Mid Cap Value | 230.45K | 1.20% | - |
| GS Glb Sm Cp CORE Eq Base Inc USD Close | 217.63K | 1.14% | 93.68K |
| Tieton Small Cap Value | 209.64K | 1.10% | 3.24K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 27, 2024 | Valletta Liliana Gil | - | Sell | $71.73K |
| Apr 04, 2024 | ELLIS ADAM CHRISTOPHER | President International | Buy | $143.10K |
| Jun 09, 2023 | Murphy James P. | - | Buy | $74.35K |
| Jun 05, 2023 | Brooks Richard Miles | CEO | Buy | $1.02M |
| Jun 05, 2023 | ELLIS ADAM CHRISTOPHER | President International | Buy | $146.70K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q1 | - | - |
| 2023 Q3 | - | - |
| 2023 Q2 | 3 | 1 |
| 2023 Q1 | - | - |
| 2022 Q4 | - | - |
ZUMZ Ownership FAQ
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