Kura Sushi USA, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 11/13/2024 | 1.25 M | $100.41 M | 45.66% | 11.08% |
| STEPHENS INC /AR/ | 10/28/2024 | 831,144 | $66.96 M | -0.84% | 7.39% |
| FRED ALGER MANAGEMENT, LLC | 11/14/2024 | 505,600 | $40.73 M | 24.51% | 4.50% |
| 12 WEST CAPITAL MANAGEMENT LP | 11/13/2024 | 493,415 | $39.75 M | 6.47% | 4.39% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 459,590 | $37.02 M | 100.00% | 4.09% |
| VANGUARD GROUP INC | 11/13/2024 | 338,817 | $27.30 M | 0.02% | 3.01% |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 315,430 | $25.41 M | 220.06% | 2.80% |
| PORTOLAN CAPITAL MANAGEMENT, LLC | 11/14/2024 | 216,530 | $17.44 M | 15.25% | 1.93% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 209,134 | $16.85 M | -1.61% | 1.86% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2024 | 207,432 | $16.71 M | 100.00% | 1.84% |
| RHEOS CAPITAL WORKS INC. | 10/16/2024 | 204,000 | $16.43 M | 6.25% | 1.81% |
| VOYA INVESTMENT MANAGEMENT LLC | 11/14/2024 | 193,736 | $15.61 M | 27.35% | 1.72% |
| GRANITE INVESTMENT PARTNERS, LLC | 11/12/2024 | 169,177 | $13.63 M | 23.82% | 1.50% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 153,262 | $12.35 M | -16.60% | 1.36% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 138,329 | $11.15 M | -0.68% | 1.23% |
| STATE STREET CORP | 11/14/2024 | 128,068 | $10.32 M | 0.80% | 1.14% |
| OPHIR ASSET MANAGEMENT PTY LTD | 11/14/2024 | 118,230 | $9.52 M | -8.00% | 1.05% |
| WASATCH ADVISORS LP | 11/14/2024 | 111,296 | $8.97 M | -12.65% | 0.99% |
| RANGER INVESTMENT MANAGEMENT, L.P. | 11/04/2024 | 103,601 | $8.35 M | -13.77% | 0.92% |
| MARSHALL WACE, LLP | 11/14/2024 | 101,706 | $8.19 M | -15.20% | 0.90% |
| HOOD RIVER CAPITAL MANAGEMENT LLC | 11/14/2024 | 96,490 | $7.77 M | 100.00% | 0.86% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 82,992 | $6.69 M | 100.00% | 0.74% |
| LAZARD ASSET MANAGEMENT LLC | 11/14/2024 | 74,839 | $6.03 M | -42.38% | 0.67% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 62,379 | $5.03 M | -34.45% | 0.55% |
| ROUBAIX CAPITAL, LLC | 10/25/2024 | 56,979 | $4.59 M | 104.81% | 0.51% |
| SEGALL BRYANT & HAMILL, LLC | 11/08/2024 | 55,957 | $4.51 M | -3.93% | 0.50% |
| VERITION FUND MANAGEMENT LLC | 11/14/2024 | 51,641 | $4.16 M | 914.16% | 0.46% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 45,496 | $3.67 M | -1.33% | 0.40% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 43,755 | $3.52 M | 0.00% | 0.39% |
| CITADEL ADVISORS LLC | 11/14/2024 | 43,339 | $3.49 M | 100.00% | 0.39% |
| MORGAN STANLEY | 11/14/2024 | 42,946 | $3.46 M | 90.97% | 0.38% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 37,617 | $3.03 M | -22.07% | 0.33% |
| ROYCE & ASSOCIATES LP | 11/06/2024 | 37,000 | $2.98 M | 12.12% | 0.33% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 36,089 | $2.91 M | 64.41% | 0.32% |
| RBF CAPITAL, LLC | 11/14/2024 | 35,000 | $2.82 M | 0.00% | 0.31% |
| FORMULA GROWTH LTD | 11/13/2024 | 33,235 | $2.68 M | 64.25% | 0.30% |
| SQUAREPOINT OPS LLC | 11/14/2024 | 33,119 | $2.67 M | 100.00% | 0.29% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11/08/2024 | 32,388 | $2.61 M | 100.00% | 0.29% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 25,200 | $2.03 M | -35.71% | 0.22% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 25,000 | $2.01 M | -90.38% | 0.22% |
| SEI INVESTMENTS CO | 11/12/2024 | 23,544 | $1.90 M | 100.00% | 0.21% |
| MOODY NATIONAL BANK TRUST DIVISION | 10/03/2024 | 20,339 | $1.64 M | 251.89% | 0.18% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 19,135 | $1.54 M | -12.74% | 0.17% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 11/08/2024 | 18,065 | $1.46 M | 0.00% | 0.16% |
| HRT FINANCIAL LP | 11/12/2024 | 16,676 | $1.34 M | 100.00% | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 15,881 | $1.28 M | -36.02% | 0.14% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 15,573 | $1.25 M | 0.00% | 0.14% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 15,098 | $1.22 M | -20.75% | 0.13% |
| ROYAL BANK OF CANADA | 11/14/2024 | 12,878 | $1.04 M | -4.22% | 0.11% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 11,572 | $932,240 | 6.27% | 0.10% |
Kura Sushi USA, Inc.institutional Ownership - FAQ's
During the previous two years, 135 institutional investors and hedge funds held shares of Kura Sushi USA, Inc.. The most heavily invested institutionals were:
FMR LLC: 1.25 M
STEPHENS INC /AR/: 831,144
FRED ALGER MANAGEMENT, LLC: 505,600
12 West Capital Management LP: 493,415
BlackRock Funding, Inc. /DE: 459,590
VANGUARD GROUP INC: 338,817
68.30% of Kura Sushi USA, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 8.05 M shares in the last 24 months. This purchase volume represents approximately $592.74 M in transactions.