Who owns Farmer Bros. Co. (FARM)
Which tracked institutional funds hold FARM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FARM 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
2 tracked funds added or opened FARM while 4 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
FARM’s largest tracked holder by dollar value, 22NW, LP, sizes it at 1.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FARM 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 38 tracked filers holding FARM, 15 increased or opened the position and 22 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 FARM 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 2
- ODDO BHF ASSET MANAGEMENT SAS$1M
- VANGUARD CAPITAL MANAGEMENT LLC$894K
Full exits 1
- VANGUARD GROUP INC$1M
Largest trims
- 22NW, LP$372K
- RENAISSANCE TECHNOLOGIES LLC$315K
- Teton Advisors, LLC$282K
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 |
|---|---|---|---|---|
| 22NW, LP | 1,955,526 | $2M | 18.0% | 2026-Q1 |
| ODDO BHF ASSET MANAGEMENT SAS new | 1,075,000 | $1M | 9.9% | 2026-Q1 |
| JCP Investment Management, LLC | 979,650 | $1M | 9.0% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL added | 936,500 | $1M | 8.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 704,185 | $894K | 6.5% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 515,577 | $655K | 4.8% | 2026-Q1 |
| Beryl Capital Management LLC new | 336,725 | $428K | 3.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 237,514 | $302K | 2.2% | 2026-Q1 |
| GABELLI FUNDS LLC trimmed | 227,500 | $289K | 2.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 217,586 | $276K | 2.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 193,565 | $246K | 1.8% | 2026-Q1 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. trimmed | 155,000 | $197K | 1.4% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 103,549 | $132K | 1.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 99,514 | $126K | 0.9% | 2026-Q1 |
| STATE STREET CORP added | 98,772 | $125K | 0.9% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 66,147 | $84K | 0.6% | 2026-Q1 |
| UBS Group AG added | 60,416 | $77K | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 42,369 | $54K | 0.4% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 41,892 | $53K | 0.4% | 2026-Q1 |
| Capital Asset Managemnet, LLC | 37,706 | $48K | 0.3% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 28,843 | $37K | 0.3% | 2026-Q1 |
| Global Wealth Management Investment Advisory, Inc. | 24,508 | $31K | 0.2% | 2026-Q1 |
| Teton Advisors, LLC trimmed | 22,000 | $28K | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 20,622 | $26K | 0.2% | 2026-Q1 |
| XTX Topco Ltd trimmed | 17,673 | $22K | 0.2% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC trimmed | 15,000 | $19K | 0.1% | 2026-Q1 |
| Game Plan Financial Advisors, LLC | 6,754 | $9K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 5,625 | $7K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 1,000 | $1K | 0.0% | 2026-Q1 |
| Blue Trust, Inc. | 925 | $1K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) trimmed | 837 | $1K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. | 700 | $889 | 0.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 400 | $508 | 0.0% | 2026-Q1 |
| GROUP ONE TRADING LLC trimmed | 200 | $254 | 0.0% | 2026-Q1 |
| Caitong International Asset Management Co., Ltd new | 2 | $3 | 0.0% | 2026-Q1 |
| SBI Securities Co., Ltd. | 1 | $1 | 0.0% | 2026-Q1 |
| CITIGROUP INC trimmed | 1 | $1 | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 285 | — | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC | 813,359 | $1M | 8.6% | 2025-Q4 stale |
| BUILDER INVESTMENT GROUP INC /ADV | 500,000 | $500K | 3.6% | 2025-Q2 stale |
| Teton Advisors, Inc. trimmed | 326,809 | $448K | 3.2% | 2025-Q2 stale |
| SANDERS MORRIS HARRIS LLC added | 218,238 | $373K | 2.7% | 2025-Q3 stale |
| North Star Investment Management Corp. | 197,000 | $288K | 2.1% | 2025-Q4 stale |
| Beartown Capital Management, LLC new | 54,009 | $79K | 0.6% | 2025-Q4 stale |
| PRUDENTIAL FINANCIAL INC added | 30,200 | $67K | 0.5% | 2025-Q1 stale |
| Squarepoint Ops LLC trimmed | 25,765 | $57K | 0.4% | 2025-Q1 stale |
| JANE STREET GROUP, LLC added | 34,730 | $51K | 0.4% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC trimmed | 25,019 | $43K | 0.3% | 2025-Q3 stale |
| Virtu Financial LLC added | 19,120 | $33K | 0.2% | 2025-Q3 stale |
| PANAGORA ASSET MANAGEMENT INC | 18,719 | $27K | 0.2% | 2025-Q4 stale |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11,781 | $26K | 0.2% | 2025-Q1 stale |
| TWO SIGMA SECURITIES, LLC trimmed | 11,243 | $25K | 0.2% | 2025-Q1 stale |
| US BANCORP \DE\ | 9,698 | $22K | 0.2% | 2025-Q1 stale |
| BANK OF MONTREAL /CAN/ added | 15,000 | $21K | 0.1% | 2025-Q2 stale |
| Hodges Capital Management Inc. | 12,500 | $18K | 0.1% | 2025-Q4 stale |
| Mariner, LLC new | 10,004 | $17K | 0.1% | 2025-Q3 stale |
| INGALLS & SNYDER LLC | 10,100 | $14K | 0.1% | 2025-Q2 stale |
| SIMPLEX TRADING, LLC added | 4,731 | $10K | 0.1% | 2025-Q1 stale |
| Covestor Ltd | 4,449 | $6K | 0.0% | 2025-Q4 stale |
| NATIONAL BANK OF CANADA /FI/ new | 2,214 | $5K | 0.0% | 2025-Q1 stale |
| MAI Capital Management new | 1,629 | $4K | 0.0% | 2025-Q1 stale |
| BARCLAYS PLC | 1,786 | $4K | 0.0% | 2025-Q3 stale |
| MB, LEVIS & ASSOCIATES, LLC | 2,000 | $3K | 0.0% | 2025-Q2 stale |
| CIBC Private Wealth Group LLC | 1,000 | $2K | 0.0% | 2025-Q1 stale |
| Advisory Services Network, LLC trimmed | 1,018 | $2K | 0.0% | 2025-Q3 stale |
| BANK OF AMERICA CORP /DE/ added | 456 | $666 | 0.0% | 2025-Q4 stale |
| Global Retirement Partners, LLC new | 123 | $180 | 0.0% | 2025-Q4 stale |
| JPMORGAN CHASE & CO trimmed | 45 | $100 | 0.0% | 2025-Q1 stale |
| Steward Partners Investment Advisory, LLC new | 9 | $13 | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
| Pathstone Holdings, LLC new | 67,137 | — | 0.0% | 2025-Q1 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.