Who owns CASY (CASY)
Which tracked institutional funds hold CASY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CASY company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on CASY is one-sided between 2025-Q4 and 2026-Q1: 460 added or opened and 94 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CASY’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes CASY more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CASY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 954 tracked filers holding CASY, 527 increased or opened the position and 400 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CASY between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 66
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.4B
- VANGUARD CAPITAL MANAGEMENT LLC$1.2B
- VANGUARD FIDUCIARY TRUST CO$168M
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$86M
- Sumitomo Mitsui Trust Group, Inc.$50M
- BALYASNY ASSET MANAGEMENT L.P.$30M
Full exits 42
- VANGUARD GROUP INC$2.0B
- Third Point LLC$251M
- River Road Asset Management, LLC$40M
- Qube Research & Technologies Ltd$36M
- ALGERT GLOBAL LLC$20M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$13M
Largest adds
- BlackRock, Inc.$695M
- STATE STREET CORP$319M
- Nuveen, LLC$262M
- MARSHALL WACE, LLP$261M
- GEODE CAPITAL MANAGEMENT, LLC$195M
- DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$193M
Largest trims
- CITADEL ADVISORS LLC$200M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$174M
- NORGES BANK$111M
- VICTORY CAPITAL MANAGEMENT INC$78M
- Holocene Advisors, LP$74M
- Skye Global Management LP$47M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 3,611,200 | $2.6B | 11.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,857,617 | $1.4B | 6.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,663,162 | $1.2B | 5.4% | 2026-Q1 |
| STATE STREET CORP added | 1,378,641 | $1.0B | 4.5% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 950,911 | $692M | 3.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 935,994 | $681M | 3.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 847,399 | $615M | 2.7% | 2026-Q1 |
| FMR LLC trimmed | 826,026 | $601M | 2.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 751,589 | $530M | 2.4% | 2026-Q1 |
| Invesco Ltd. added | 619,864 | $451M | 2.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 525,240 | $377M | 1.7% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 506,646 | $369M | 1.6% | 2026-Q1 |
| Vontobel Holding Ltd. trimmed | 506,155 | $368M | 1.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 481,394 | $350M | 1.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 479,795 | $349M | 1.6% | 2026-Q1 |
| Nuveen, LLC added | 458,881 | $334M | 1.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 448,649 | $326M | 1.4% | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 447,077 | $325M | 1.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 442,475 | $322M | 1.4% | 2026-Q1 |
| Capital World Investors added | 437,267 | $318M | 1.4% | 2026-Q1 |
| MARSHALL WACE, LLP added | 430,350 | $313M | 1.4% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 426,902 | $311M | 1.4% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. trimmed | 425,935 | $310M | 1.4% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 415,780 | $303M | 1.3% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 369,218 | $269M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 345,033 | $251M | 1.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 339,842 | $247M | 1.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 313,393 | $228M | 1.0% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 252,374 | $184M | 0.8% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 238,810 | $174M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 230,916 | $168M | 0.7% | 2026-Q1 |
| NORGES BANK trimmed | 355,827 | $154M | 0.7% | 2026-Q1 |
| UBS Group AG added | 209,889 | $153M | 0.7% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 198,026 | $144M | 0.6% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 197,507 | $142M | 0.6% | 2026-Q1 |
| TD Asset Management Inc added | 169,966 | $124M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 169,312 | $123M | 0.5% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 158,760 | $116M | 0.5% | 2026-Q1 |
| BRIDGES INVESTMENT MANAGEMENT INC trimmed | 155,741 | $113M | 0.5% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 147,822 | $108M | 0.5% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 143,031 | $104M | 0.5% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 135,697 | $99M | 0.4% | 2026-Q1 |
| EULAV Asset Management trimmed | 131,049 | $95M | 0.4% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 126,052 | $92M | 0.4% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO trimmed | 118,690 | $86M | 0.4% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added | 118,098 | $86M | 0.4% | 2026-Q1 |
| LPL Financial LLC added | 115,833 | $84M | 0.4% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 112,906 | $82M | 0.4% | 2026-Q1 |
| Swiss National Bank added | 108,767 | $79M | 0.4% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 108,565 | $79M | 0.4% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 106,070 | $77M | 0.3% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 104,794 | $76M | 0.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 134,806 | $75M | 0.3% | 2026-Q1 |
| MAIRS & POWER INC trimmed | 95,937 | $70M | 0.3% | 2026-Q1 |
| Legal & General Group Plc added | 93,607 | $68M | 0.3% | 2026-Q1 |
| Holocene Advisors, LP trimmed | 92,914 | $68M | 0.3% | 2026-Q1 |
| ANCHOR CAPITAL ADVISORS LLC trimmed | 92,474 | $67M | 0.3% | 2026-Q1 |
| HENNESSY ADVISORS INC trimmed | 88,000 | $64M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 82,253 | $60M | 0.3% | 2026-Q1 |
| Man Group plc added | 80,541 | $59M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 79,226 | $58M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 78,043 | $57M | 0.3% | 2026-Q1 |
| DEARBORN PARTNERS LLC trimmed | 77,759 | $57M | 0.3% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 74,368 | $54M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 71,875 | $51M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 69,075 | $50M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 67,570 | $49M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 64,188 | $47M | 0.2% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 63,257 | $46M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 62,362 | $45M | 0.2% | 2026-Q1 |
| TimesSquare Capital Management, LLC added | 59,723 | $43M | 0.2% | 2026-Q1 |
| Copeland Capital Management, LLC trimmed | 58,972 | $43M | 0.2% | 2026-Q1 |
| Aberdeen Group plc trimmed | 58,916 | $43M | 0.2% | 2026-Q1 |
| Retirement Systems of Alabama added | 57,094 | $42M | 0.2% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT added | 52,225 | $38M | 0.2% | 2026-Q1 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 51,884 | $38M | 0.2% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 51,829 | $38M | 0.2% | 2026-Q1 |
| JLB & ASSOCIATES INC added | 51,318 | $37M | 0.2% | 2026-Q1 |
| DAVENPORT & Co LLC trimmed | 51,191 | $37M | 0.2% | 2026-Q1 |
| Carnegie Investment Counsel trimmed | 50,632 | $37M | 0.2% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 50,177 | $37M | 0.2% | 2026-Q1 |
| Driehaus Capital Management LLC added | 47,955 | $35M | 0.2% | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 47,029 | $34M | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC added | 46,747 | $34M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 46,558 | $34M | 0.2% | 2026-Q1 |
| Gotham Asset Management, LLC added | 46,020 | $33M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 45,801 | $33M | 0.1% | 2026-Q1 |
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 45,700 | $33M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 44,906 | $33M | 0.1% | 2026-Q1 |
| Advisors Capital Management, LLC trimmed | 43,634 | $32M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 43,132 | $31M | 0.1% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 42,300 | $31M | 0.1% | 2026-Q1 |
| BARCLAYS PLC added | 41,290 | $30M | 0.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 40,902 | $30M | 0.1% | 2026-Q1 |
| HANCOCK WHITNEY CORP trimmed | 36,114 | $30M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 3,677,186 | $2.0B | 9.0% | 2025-Q4 stale |
| Third Point LLC trimmed | 455,000 | $251M | 1.1% | 2025-Q4 stale |
| SAMLYN CAPITAL, LLC trimmed | 105,396 | $60M | 0.3% | 2025-Q3 stale |
| River Road Asset Management, LLC trimmed | 71,976 | $40M | 0.2% | 2025-Q4 stale |
| Qube Research & Technologies Ltd added | 64,520 | $36M | 0.2% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.