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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/10/2024 | BLACKROCK INC. | 4.80 M | $151.25 M | -9.71% | 15.50% |
| 05/15/2024 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 4.53 M | $142.75 M | -8.54% | 14.63% |
| 05/10/2024 | VANGUARD GROUP INC | 3.61 M | $114.00 M | -0.90% | 11.68% |
| 05/10/2024 | PACER ADVISORS, INC. | 1.58 M | $49.89 M | 35.38% | 5.11% |
| 05/15/2024 | STATE STREET CORP | 1.36 M | $42.76 M | 1.92% | 4.38% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 1.25 M | $39.58 M | -0.87% | 4.06% |
| 05/15/2024 | WELLINGTON MANAGEMENT GROUP LLP | 1.23 M | $38.76 M | -7.99% | 3.97% |
| 05/08/2024 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.01 M | $31.82 M | 24.11% | 3.26% |
| 05/15/2024 | MORGAN STANLEY | 848,450 | $26.76 M | -18.11% | 2.74% |
| 05/15/2024 | DEPRINCE RACE & ZOLLO INC | 771,401 | $24.33 M | 2.62% | 2.49% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 751,062 | $23.69 M | -0.49% | 2.43% |
| 05/15/2024 | ARISTOTLE CAPITAL BOSTON, LLC | 734,983 | $23.18 M | -2.71% | 2.38% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 731,613 | $23.08 M | 27.16% | 2.37% |
| 05/14/2024 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 542,364 | $17.11 M | -25.79% | 1.75% |
| 05/14/2024 | GAMCO INVESTORS, INC. ET AL | 526,185 | $16.60 M | 1.65% | 1.70% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 499,483 | $15.75 M | 7.09% | 1.61% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 407,754 | $12.86 M | -1.97% | 1.32% |
| 05/14/2024 | NORTHERN TRUST CORP | 377,355 | $11.90 M | -6.64% | 1.22% |
| 04/24/2024 | BROWN ADVISORY INC | 355,617 | $11.22 M | 1.86% | 1.15% |
| 05/15/2024 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 316,815 | $9.99 M | 100.00% | 1.02% |
| 05/15/2024 | PALISADE CAPITAL MANAGEMENT, LP | 268,489 | $8.47 M | 2.34% | 0.87% |
| 05/15/2024 | TWO SIGMA ADVISERS, LP | 244,600 | $7.71 M | -18.79% | 0.79% |
| 05/15/2024 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 204,787 | $6.46 M | -12.14% | 0.66% |
| 05/08/2024 | RUSSELL INVESTMENTS GROUP, LTD. | 197,729 | $6.24 M | 45.70% | 0.64% |
| 05/07/2024 | HEARTLAND ADVISORS INC | 185,076 | $5.84 M | 27.42% | 0.60% |
| 05/15/2024 | AMERIPRISE FINANCIAL INC | 184,097 | $5.81 M | 4.20% | 0.60% |
| 05/14/2024 | INVESCO LTD. | 172,887 | $5.45 M | 14.82% | 0.56% |
| 05/13/2024 | GRANITE INVESTMENT PARTNERS, LLC | 167,585 | $5.29 M | 1.86% | 0.54% |
| 05/07/2024 | SEI INVESTMENTS CO | 159,471 | $5.03 M | -5.79% | 0.52% |
| 04/29/2024 | PRINCIPAL FINANCIAL GROUP INC | 155,212 | $4.90 M | -9.38% | 0.50% |
| 05/15/2024 | CITADEL ADVISORS LLC | 148,487 | $4.68 M | 419.84% | 0.48% |
| 05/09/2024 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 142,500 | $4.49 M | 100.00% | 0.46% |
| 05/15/2024 | INVENOMIC CAPITAL MANAGEMENT LP | 137,868 | $4.35 M | 100.00% | 0.45% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 133,434 | $4.21 M | -44.18% | 0.43% |
| 05/15/2024 | PENN CAPITAL MANAGEMENT COMPANY, LLC | 131,809 | $4.16 M | 11.64% | 0.43% |
| 05/15/2024 | ELEQUIN SECURITIES, LLC | 131,809 | $4.16 M | 100.00% | 0.43% |
| 05/13/2024 | RENAISSANCE TECHNOLOGIES LLC | 124,479 | $3.93 M | 257.91% | 0.40% |
| 05/15/2024 | CRAWFORD INVESTMENT COUNSEL INC | 114,333 | $3.61 M | 0.54% | 0.37% |
| 05/13/2024 | FIRST TRUST ADVISORS LP | 109,844 | $3.46 M | 48.28% | 0.36% |
| 05/15/2024 | D. E. SHAW & CO., INC. | 106,100 | $3.35 M | 14.51% | 0.34% |
| 05/16/2024 | ANCORA ADVISORS, LLC | 101,430 | $3.20 M | 92.80% | 0.33% |
| 05/09/2024 | RHUMBLINE ADVISERS | 100,654 | $3.17 M | -6.40% | 0.33% |
| 05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 99,857 | $3.15 M | 13.91% | 0.32% |
| 04/26/2024 | PEREGRINE CAPITAL MANAGEMENT LLC | 92,915 | $2.93 M | 0.04% | 0.30% |
| 05/07/2024 | NEW YORK STATE COMMON RETIREMENT FUND | 91,318 | $2.88 M | -0.02% | 0.30% |
| 05/14/2024 | GABELLI FUNDS LLC | 85,000 | $2.68 M | 2.41% | 0.27% |
| 05/14/2024 | CERITY PARTNERS LLC | 84,500 | $2.67 M | 2.46% | 0.27% |
| 07/01/2024 | LEGAL & GENERAL GROUP PLC | 82,540 | $2.60 M | -3.85% | 0.27% |
| 04/24/2024 | SIMPLICITY WEALTH,LLC | 76,279 | $2.41 M | 100.00% | 0.25% |
| 05/08/2024 | BLEAKLEY FINANCIAL GROUP, LLC | 76,279 | $2.41 M | -1.26% | 0.25% |
A. During the previous two years, 313 institutional investors and hedge funds held shares of Monro, Inc.. The most heavily invested institutionals were:
BlackRock Inc.: 4.8 M
T. Rowe Price Investment Management, Inc.: 4.53 M
VANGUARD GROUP INC: 3.61 M
Pacer Advisors, Inc.: 1.58 M
STATE STREET CORP: 1.36 M
DIMENSIONAL FUND ADVISORS LP: 1.25 M
A. 104.95% of Monro, Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 52.49 M shares in the last 24 months. This purchase volume represents approximately $1.23 B in transactions.
