Farmer Bros. Co. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
22NW, LP | 08/14/2025 | 1.96 M | $2.68 M | 0.00% | 9.12% |
JCP INVESTMENT MANAGEMENT, LLC | 08/15/2025 | 992.83 K | $1.36 M | 0.00% | 4.63% |
VANGUARD GROUP INC | 08/11/2025 | 824.69 K | $1.13 M | 0.00% | 3.85% |
GAMCO INVESTORS, INC. ET AL | 08/13/2025 | 778.50 K | $1.07 M | -1.02% | 3.63% |
RENAISSANCE TECHNOLOGIES LLC | 08/13/2025 | 726.40 K | $995.17 K | -7.66% | 3.39% |
BUILDER INVESTMENT GROUP INC /ADV | 07/16/2025 | 500.00 K | $500.00 K | 100.00% | 2.33% |
TETON ADVISORS, INC. | 08/13/2025 | 326.81 K | $447.73 K | -0.61% | 1.52% |
DIMENSIONAL FUND ADVISORS LP | 08/12/2025 | 316.62 K | $433.82 K | -4.51% | 1.48% |
GABELLI FUNDS LLC | 08/13/2025 | 272.50 K | $373.33 K | 2.25% | 1.27% |
GEODE CAPITAL MANAGEMENT, LLC | 08/08/2025 | 234.16 K | $320.87 K | -0.25% | 1.09% |
BLACKROCK, INC. | 08/12/2025 | 234.12 K | $320.74 K | 0.09% | 1.09% |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 08/12/2025 | 203.00 K | $278.11 K | 0.00% | 0.95% |
NORTH STAR INVESTMENT MANAGEMENT CORP. | 07/15/2025 | 197.00 K | $269.89 K | 44.85% | 0.92% |
SANDERS MORRIS HARRIS LLC | 07/30/2025 | 152.04 K | $208.29 K | 0.00% | 0.71% |
STATE STREET CORP | 08/14/2025 | 91.78 K | $125.74 K | 0.00% | 0.43% |
ADVISORY SERVICES NETWORK, LLC | 08/19/2025 | 84.41 K | $139.27 K | -8.52% | 0.39% |
NORTHERN TRUST CORP | 08/13/2025 | 52.75 K | $72.27 K | 0.00% | 0.25% |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2025 | 42.90 K | $58.77 K | 0.00% | 0.20% |
XTX TOPCO LTD | 08/12/2025 | 42.30 K | $57.95 K | 210.19% | 0.20% |
HODGES CAPITAL MANAGEMENT INC. | 08/07/2025 | 37.50 K | $51.38 K | 0.00% | 0.17% |
FOUNDERS FINANCIAL SECURITIES LLC | 08/06/2025 | 35.00 K | $47.95 K | 100.00% | 0.16% |
PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2025 | 28.84 K | $40.00 K | -2.56% | 0.13% |
GAME PLAN FINANCIAL ADVISORS, LLC | 07/24/2025 | 25.00 K | $34.25 K | 100.00% | 0.12% |
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. | 08/07/2025 | 19.00 K | $26.03 K | 0.00% | 0.09% |
PANAGORA ASSET MANAGEMENT INC | 08/13/2025 | 18.72 K | $25.65 K | 100.00% | 0.09% |
VIRTU FINANCIAL LLC | 08/12/2025 | 15.80 K | $22.00 K | -50.24% | 0.07% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2025 | 15.04 K | $20.60 K | -85.67% | 0.07% |
BANK OF MONTREAL /CAN/ | 08/05/2025 | 15.00 K | $20.55 K | 100.00% | 0.07% |
JANE STREET GROUP, LLC | 08/14/2025 | 13.31 K | $18.23 K | -67.64% | 0.06% |
INGALLS & SNYDER LLC | 07/31/2025 | 10.10 K | $14.00 K | 0.00% | 0.05% |
JANE STREET GROUP, LLC | 08/14/2025 | 10.00 K | $13.70 K | 100.00% | 0.05% |
TOWER RESEARCH CAPITAL LLC (TRC) | 08/15/2025 | 3.75 K | $5.13 K | 118.43% | 0.02% |
MB, LEVIS & ASSOCIATES, LLC | 07/29/2025 | 2.00 K | $2.74 K | 0.00% | 0.01% |
BARCLAYS PLC | 08/14/2025 | 1.79 K | $2.00 K | 0.00% | 0.01% |
WELLS FARGO & COMPANY/MN | 08/14/2025 | 1.00 K | $1.37 K | 0.00% | 0.00% |
RONALD BLUE TRUST, INC. | 07/24/2025 | 925 | $1.27 K | 0.00% | 0.00% |
ADVISOR GROUP HOLDINGS, INC. | 09/04/2025 | 800 | $1.10 K | -95.65% | 0.00% |
BANK OF AMERICA CORP /DE/ | 08/14/2025 | 640 | $877 | 4.92% | 0.00% |
UBS GROUP AG | 08/14/2025 | 571 | $782 | -74.49% | 0.00% |
SBI SECURITIES CO., LTD. | 08/08/2025 | 1 | $1 | 0.00% | 0.00% |
JPMORGAN CHASE & CO | 08/12/2025 | 0 | $0 | -100.00% | 0.00% |
US BANCORP \DE\ | 07/24/2025 | 0 | $0 | -100.00% | 0.00% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2025 | 0 | $0 | -100.00% | 0.00% |
NATIONAL BANK OF CANADA /FI/ | 08/18/2025 | 0 | $0 | -100.00% | 0.00% |
ROYAL BANK OF CANADA | 08/14/2025 | 0 | $0 | -100.00% | 0.00% |
MAI CAPITAL MANAGEMENT | 08/12/2025 | 0 | $0 | -100.00% | 0.00% |
PRUDENTIAL FINANCIAL INC | 08/12/2025 | 0 | $0 | -100.00% | 0.00% |
CIBC PRIVATE WEALTH GROUP, LLC | 08/12/2025 | 0 | $0 | -100.00% | 0.00% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2025 | 0 | $0 | -100.00% | 0.00% |
TWO SIGMA SECURITIES, LLC | 08/14/2025 | 0 | $0 | -100.00% | 0.00% |
Farmer Bros. Co. institutional Ownership - FAQ's
During the previous two years, 77 institutional investors and hedge funds held shares of Farmer Bros. Co.. The most heavily invested institutionals were:
MB, LEVIS & ASSOCIATES, LLC: 0
BUILDER INVESTMENT GROUP INC /ADV: 0
22NW, LP: 1.96 M
JCP Investment Management, LLC: 992,826
VANGUARD GROUP INC: 824,693
GAMCO INVESTORS, INC. ET AL: 778,500
38.58% of Farmer Bros. Co. stock is owned by institutional investors.
Institutional investors have bought a total of 8.94 M shares in the last 24 months. This purchase volume represents approximately $15.55 M in transactions.