Farmer Bros. Co. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
22NW, LP | 05/14/2025 | 1.96 M | $4.34 M | 0.00% | 9.12% |
JCP INVESTMENT MANAGEMENT, LLC | 05/09/2025 | 992.83 K | $2.20 M | 0.00% | 4.63% |
VANGUARD GROUP INC | 05/09/2025 | 824.69 K | $1.83 M | 0.00% | 3.85% |
RENAISSANCE TECHNOLOGIES LLC | 05/14/2025 | 786.70 K | $1.75 M | 32.26% | 3.67% |
GAMCO INVESTORS, INC. ET AL | 05/14/2025 | 786.50 K | $1.75 M | 0.64% | 3.67% |
DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 331.58 K | $736.15 K | 4.49% | 1.55% |
TETON ADVISORS, INC. | 05/14/2025 | 328.81 K | $729.96 K | -9.62% | 1.53% |
GABELLI FUNDS LLC | 05/14/2025 | 266.50 K | $591.63 K | -2.94% | 1.24% |
GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 234.76 K | $521.30 K | 11.46% | 1.09% |
BLACKROCK, INC. | 05/02/2025 | 233.90 K | $519.25 K | -0.38% | 1.09% |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 05/13/2025 | 203.00 K | $450.66 K | 0.00% | 0.95% |
SANDERS MORRIS HARRIS LLC | 04/09/2025 | 152.04 K | $337.52 K | -1.46% | 0.71% |
CITADEL ADVISORS LLC | 05/15/2025 | 137.57 K | $305.41 K | 251.81% | 0.64% |
NORTH STAR INVESTMENT MANAGEMENT CORP. | 04/17/2025 | 136.00 K | $301.92 K | 100.00% | 0.63% |
MORGAN STANLEY | 05/15/2025 | 116.49 K | $258.61 K | 11,122.45% | 0.54% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 104.96 K | $233.01 K | 356.62% | 0.49% |
ADVISORY SERVICES NETWORK, LLC | 05/15/2025 | 92.27 K | $204.84 K | 42.22% | 0.43% |
STATE STREET CORP | 05/15/2025 | 91.78 K | $203.75 K | 0.00% | 0.43% |
GOLDMAN SACHS GROUP INC | 05/16/2025 | 68.83 K | $152.81 K | 253.73% | 0.32% |
NORTHERN TRUST CORP | 05/13/2025 | 52.75 K | $117.11 K | 0.00% | 0.25% |
HRT FINANCIAL LP | 05/15/2025 | 44.45 K | $98.00 K | 100.00% | 0.21% |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2025 | 42.90 K | $95.24 K | -2.72% | 0.20% |
HODGES CAPITAL MANAGEMENT INC. | 05/16/2025 | 37.50 K | $83.00 K | 0.00% | 0.17% |
VIRTU FINANCIAL LLC | 05/12/2025 | 31.76 K | $70.00 K | 143.21% | 0.15% |
PRUDENTIAL FINANCIAL INC | 05/13/2025 | 30.20 K | $67.04 K | 14.39% | 0.14% |
PRICE T ROWE ASSOCIATES INC /MD/ | 05/14/2025 | 29.60 K | $66.00 K | 0.00% | 0.14% |
SQUAREPOINT OPS LLC | 05/15/2025 | 25.77 K | $57.20 K | -62.81% | 0.12% |
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. | 04/29/2025 | 19.00 K | $42.18 K | 0.00% | 0.09% |
ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 18.40 K | $40.85 K | 1,944.44% | 0.09% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 18.10 K | $40.18 K | 100.00% | 0.08% |
XTX TOPCO LTD | 05/08/2025 | 13.64 K | $30.27 K | -31.86% | 0.06% |
COVESTOR LTD | 05/12/2025 | 12.31 K | $27.00 K | 100.00% | 0.06% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 11.78 K | $26.15 K | 0.00% | 0.05% |
TWO SIGMA SECURITIES, LLC | 05/15/2025 | 11.24 K | $24.96 K | -10.36% | 0.05% |
CITADEL ADVISORS LLC | 05/15/2025 | 10.10 K | $22.42 K | 140.48% | 0.05% |
INGALLS & SNYDER LLC | 05/12/2025 | 10.10 K | $22.00 K | 0.00% | 0.05% |
US BANCORP \DE\ | 05/08/2025 | 9.70 K | $21.53 K | 0.00% | 0.05% |
SIMPLEX TRADING, LLC | 05/12/2025 | 4.73 K | $10.00 K | 100.00% | 0.02% |
CITADEL ADVISORS LLC | 05/15/2025 | 2.90 K | $6.44 K | -65.06% | 0.01% |
NATIONAL BANK OF CANADA /FI/ | 05/12/2025 | 2.21 K | $4.89 K | 100.00% | 0.01% |
05/07/2025 | 2.00 K | $4.44 K | 0.00% | 0.01% | |
BARCLAYS PLC | 05/15/2025 | 1.79 K | $4.00 K | 0.00% | 0.01% |
TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2025 | 1.72 K | $3.81 K | -32.59% | 0.01% |
MAI CAPITAL MANAGEMENT | 05/15/2025 | 1.63 K | $3.62 K | 100.00% | 0.01% |
WELLS FARGO & COMPANY/MN | 05/13/2025 | 1.00 K | $2.22 K | 0.00% | 0.00% |
CIBC PRIVATE WEALTH GROUP, LLC | 05/14/2025 | 1.00 K | $1.77 K | 0.00% | 0.00% |
RONALD BLUE TRUST, INC. | 04/21/2025 | 925 | $2.05 K | 0.00% | 0.00% |
ROYAL BANK OF CANADA | 05/15/2025 | 834 | $2.00 K | -71.18% | 0.00% |
BANK OF AMERICA CORP /DE/ | 05/15/2025 | 610 | $1.35 K | 1.50% | 0.00% |
JPMORGAN CHASE & CO | 05/12/2025 | 45 | $100 | -6.25% | 0.00% |
Farmer Bros. Co. institutional Ownership - FAQ's
During the previous two years, 80 institutional investors and hedge funds held shares of Farmer Bros. Co.. The most heavily invested institutionals were:
22NW, LP: 1.96 M
JCP Investment Management, LLC: 992,826
VANGUARD GROUP INC: 824,693
RENAISSANCE TECHNOLOGIES LLC: 786,700
GAMCO INVESTORS, INC. ET AL: 786,500
DIMENSIONAL FUND ADVISORS LP: 331,581
38.74% of Farmer Bros. Co. stock is owned by institutional investors.
Institutional investors have bought a total of 9.62 M shares in the last 24 months. This purchase volume represents approximately $15.00 M in transactions.