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The Duckhorn Portfolio, Inc. (NAPA) Ownership

The Duckhorn Portfolio, Inc. (NAPA) Ownership

NYSE Currency in USD Disclaimer

Stock Price

$11.04

-$0.02

(-0.18%)

Day's range
$11.04
Day's range
$11.06
Recent Quarter Total Invested

$799.96 M

-$244.04 M
Recent Quarter Institutional Ownership Percentage

97.3%

$0.14
Total Invested of Last Quarter

$1.04 B

Ownership Percentage of Last Quarter

97.16%

The Duckhorn Portfolio, Inc. Major Shareholders & Ownership History

Major Shareholder Name Reporting Date Shares Held Market Value Change in Shares Ownership
TSG CONSUMER PARTNERS LP 08/13/2024 61.80 M $438.74 M   0.00% 53.36%
SELECT EQUITY GROUP, L.P. 08/14/2024 5.92 M $42.01 M   -28.27% 5.11%
VANGUARD GROUP INC 08/13/2024 5.38 M $38.20 M   2.02% 4.65%
BLACKROCK INC. 08/13/2024 4.00 M $28.40 M   0.43% 3.45%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 08/09/2024 3.83 M $27.20 M   2.63% 3.31%
WESTWOOD HOLDINGS GROUP INC 08/13/2024 3.66 M $26.01 M   3.98% 3.16%
DIMENSIONAL FUND ADVISORS LP 08/09/2024 3.21 M $22.82 M   -4.82% 2.78%
RIVER ROAD ASSET MANAGEMENT, LLC 07/19/2024 3.12 M $22.16 M   287.37% 2.70%
ROYAL BANK OF CANADA 11/06/2024 2.44 M $17.33 M   17.67% 2.11%
MORGAN STANLEY 10/17/2024 2.27 M $16.09 M   7.77% 1.96%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 08/14/2024 1.58 M $11.21 M   18.03% 1.36%
VERITION FUND MANAGEMENT LLC 08/14/2024 1.21 M $8.61 M   106.58% 1.05%
GEODE CAPITAL MANAGEMENT, LLC 08/09/2024 1.20 M $8.53 M   6.04% 1.04%
STATE STREET CORP 08/14/2024 1.12 M $7.97 M   8.19% 0.97%
ASSENAGON ASSET MANAGEMENT S.A. 07/18/2024 1.11 M $7.90 M   -14.39% 0.96%
CASTLEKNIGHT MANAGEMENT LP 08/14/2024 1.03 M $7.32 M   -5.05% 0.89%
AMERIPRISE FINANCIAL INC 08/14/2024 849,198 $6.03 M   383.12% 0.73%
INVENOMIC CAPITAL MANAGEMENT LP 08/14/2024 441,931 $3.14 M   100.00% 0.38%
NORTHERN TRUST CORP 08/14/2024 440,062 $3.12 M   1.18% 0.38%
FIRST EAGLE INVESTMENT MANAGEMENT, LLC 08/12/2024 377,472 $2.68 M   5.15% 0.33%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 08/12/2024 370,030 $2.63 M   2.19% 0.32%
MARSHALL WACE, LLP 08/14/2024 354,815 $2.52 M   100.00% 0.31%
GOLDMAN SACHS GROUP INC 08/13/2024 344,710 $2.45 M   -49.03% 0.30%
DEUTSCHE BANK AG\ 08/14/2024 319,163 $2.27 M   1.00% 0.28%
PPM AMERICA INC/IL 08/12/2024 293,262 $2.08 M   0.00% 0.25%
JANE STREET GROUP, LLC 08/15/2024 270,758 $1.92 M   42.59% 0.23%
MCMORGAN & CO LLC 08/14/2024 250,708 $1.78 M   9.35% 0.22%
BANK OF NEW YORK MELLON CORP 07/25/2024 242,539 $1.72 M   15.76% 0.21%
RAYMOND JAMES & ASSOCIATES 07/19/2024 206,524 $1.47 M   100.00% 0.18%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 08/14/2024 199,102 $1.41 M   0.00% 0.17%
STOKES FAMILY OFFICE, LLC 07/05/2024 197,250 $1.40 M   46.38% 0.17%
CAMBIAR INVESTORS LLC 07/26/2024 196,453 $1.39 M   0.00% 0.17%
TWO SIGMA ADVISERS, LP 08/14/2024 174,400 $1.24 M   -30.38% 0.15%
BANK OF AMERICA CORP /DE/ 08/14/2024 166,210 $1.18 M   -5.25% 0.14%
UBS ASSET MANAGEMENT AMERICAS INC 08/14/2024 162,954 $1.16 M   96.65% 0.14%
PDT PARTNERS, LLC 08/15/2024 154,216 $1.09 M   -16.59% 0.13%
CITADEL ADVISORS LLC 08/14/2024 142,382 $1.01 M   -59.21% 0.12%
JUMP FINANCIAL, LLC 11/14/2024 128,995 $915,864   27.67% 0.11%
TOTAL CLARITY WEALTH MANAGEMENT, INC. 08/09/2024 126,584 $898,746   57.51% 0.11%
CHILTON INVESTMENT CO INC. 08/14/2024 120,974 $858,915   0.00% 0.10%
FMR LLC 08/13/2024 118,542 $841,648   -75.98% 0.10%
NUVEEN ASSET MANAGEMENT, LLC 08/09/2024 117,793 $836,330   0.00% 0.10%
WALLEYE CAPITAL LLC 08/14/2024 114,119 $810,245   80.70% 0.10%
JANUS HENDERSON GROUP PLC 08/14/2024 108,206 $768,435   19.82% 0.09%
NORDEA INVESTMENT MANAGEMENT AB 08/08/2024 106,516 $743,482   -13.42% 0.09%
ENVESTNET ASSET MANAGEMENT INC 08/08/2024 102,788 $729,795   14.09% 0.09%
HRT FINANCIAL LP 08/12/2024 102,519 $727,000   100.00% 0.09%
SWISS NATIONAL BANK 08/08/2024 102,200 $725,620   0.00% 0.09%
INVESCO LTD. 08/13/2024 100,442 $713,138   20.64% 0.09%
JANNEY MONTGOMERY SCOTT LLC 07/25/2024 92,733 $658,000   -1.70% 0.08%

The Duckhorn Portfolio, Inc.institutional Ownership - Frequently Asked Questions

  • Who are the largest shareholders of NAPA shares?

    During the previous two years, 179 institutional investors and hedge funds held shares of The Duckhorn Portfolio, Inc.. The most heavily invested institutionals were:

    WESTWOOD HOLDINGS GROUP INC: 4.64 M

    BlackRock Funding, Inc. /DE: 4.1 M

    DIMENSIONAL FUND ADVISORS LP: 3.34 M

    River Road Asset Management, LLC: 3.31 M

    MORGAN STANLEY: 2.49 M

    Medina Value Partners, LLC: 2.26 M

  • What percentage of The Duckhorn Portfolio, Inc. stock is owned by institutional investors?

    97.30% of The Duckhorn Portfolio, Inc. stock is owned by institutional investors.

  • How much institutional buying is happening at NAPA ?

    Institutional investors have bought a total of 47.49 M shares in the last 24 months. This purchase volume represents approximately $524.30 M in transactions.

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