Who owns Five Below (FIVE)
Which tracked institutional funds hold FIVE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FIVE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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 FIVE is one-sided between 2026-Q1 and 2026-Q2: 98 added or opened and 295 trimmed or exited — on balance reducing.
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
FIVE’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 FIVE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FIVE 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 2026-Q1 and 2026-Q2, across 569 tracked filers holding FIVE, 274 increased or opened the position and 386 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 FIVE between the 2026-Q1 and 2026-Q2 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 48
- Freestone Grove Partners LP$53M
- Woodline Partners LP$42M
- JUPITER ASSET MANAGEMENT LTD$41M
- Varenne Capital Partners$25M
- DISCOVERY CAPITAL MANAGEMENT, LLC / CT$18M
- Connor, Clark & Lunn Investment Management Ltd.$13M
Full exits 74
- 1832 Asset Management L.P.$82M
- Amundi$47M
- HRT FINANCIAL LP$39M
- SG Americas Securities, LLC$37M
- Cartenna Capital, LP$34M
- Treasurer of the State of North Carolina$20M
Largest adds
- NORGES BANK$67M
- RENAISSANCE TECHNOLOGIES LLC$65M
- WELLINGTON MANAGEMENT GROUP LLP$59M
- SRS Investment Management, LLC$34M
- AMERIPRISE FINANCIAL INC$32M
- FRANKLIN RESOURCES INC$25M
Largest trims
- AMERICAN CENTURY COMPANIES INC$210M
- D. E. Shaw & Co., Inc.$206M
- Capital World Investors$173M
- WASATCH ADVISORS LP$128M
- VANGUARD PORTFOLIO MANAGEMENT LLC$121M
- VANGUARD CAPITAL MANAGEMENT LLC$117M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 5,366,632 | $965M | 10.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 2,495,633 | $449M | 4.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 2,376,398 | $427M | 4.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 1,923,492 | $340M | 3.7% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 1,811,650 | $326M | 3.6% | 2026-Q2 |
| STATE STREET CORP added | 1,724,229 | $310M | 3.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 1,605,648 | $289M | 3.2% | 2026-Q2 |
| MARSHALL WACE, LLP added | 1,537,377 | $276M | 3.0% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 1,329,016 | $239M | 2.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,322,283 | $238M | 2.6% | 2026-Q2 |
| Invesco Ltd. added | 1,255,908 | $226M | 2.5% | 2026-Q2 |
| FMR LLC added | 1,153,792 | $207M | 2.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,139,293 | $205M | 2.3% | 2026-Q2 |
| SRS Investment Management, LLC added | 1,105,109 | $199M | 2.2% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 1,049,010 | $189M | 2.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 913,892 | $164M | 1.8% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 753,263 | $135M | 1.5% | 2026-Q2 |
| NORGES BANK trimmed | 710,784 | $128M | 1.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 638,465 | $115M | 1.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 636,972 | $115M | 1.3% | 2026-Q2 |
| Capital World Investors trimmed | 624,334 | $112M | 1.2% | 2026-Q2 |
| Giverny Capital Inc. trimmed | 598,122 | $108M | 1.2% | 2026-Q2 |
| Stephens Investment Management Group LLC added | 576,176 | $104M | 1.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 560,618 | $101M | 1.1% | 2026-Q2 |
| UBS Group AG trimmed | 551,979 | $99M | 1.1% | 2026-Q2 |
| Alyeska Investment Group, L.P. added | 536,532 | $96M | 1.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 531,495 | $96M | 1.1% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 508,045 | $91M | 1.0% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 494,683 | $89M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 484,598 | $87M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 463,266 | $83M | 0.9% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 459,854 | $83M | 0.9% | 2026-Q2 |
| RIVERBRIDGE PARTNERS LLC trimmed | 428,994 | $77M | 0.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 427,595 | $77M | 0.8% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 403,543 | $73M | 0.8% | 2026-Q2 |
| Hook Mill Capital Partners, LP added | 398,770 | $72M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 396,000 | $71M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 389,529 | $70M | 0.8% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 366,300 | $66M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 352,665 | $63M | 0.7% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 342,134 | $62M | 0.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 340,895 | $61M | 0.7% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 332,326 | $60M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 330,524 | $59M | 0.7% | 2026-Q2 |
| WASATCH ADVISORS LP trimmed | 325,892 | $59M | 0.6% | 2026-Q2 |
| Freestone Grove Partners LP added | 292,384 | $53M | 0.6% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 292,289 | $53M | 0.6% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 290,589 | $52M | 0.6% | 2026-Q2 |
| Hood River Capital Management LLC added | 285,102 | $51M | 0.6% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 267,485 | $48M | 0.5% | 2026-Q2 |
| Woodline Partners LP trimmed | 236,339 | $42M | 0.5% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD new | 227,148 | $41M | 0.5% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 226,274 | $41M | 0.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 225,868 | $41M | 0.4% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 218,100 | $39M | 0.4% | 2026-Q2 |
| Walleye Capital LLC added | 212,382 | $38M | 0.4% | 2026-Q2 |
| Interval Partners, LP added | 212,273 | $38M | 0.4% | 2026-Q2 |
| Pacifica Capital Investments, LLC trimmed | 205,622 | $37M | 0.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 199,394 | $36M | 0.4% | 2026-Q2 |
| Trexquant Investment LP trimmed | 195,160 | $35M | 0.4% | 2026-Q2 |
| Allianz Asset Management GmbH added | 183,685 | $42M | 0.5% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 174,156 | $31M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 166,518 | $30M | 0.3% | 2026-Q2 |
| BARCLAYS PLC added | 166,347 | $30M | 0.3% | 2026-Q2 |
| Man Group plc trimmed | 163,758 | $29M | 0.3% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 162,078 | $29M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 147,196 | $26M | 0.3% | 2026-Q2 |
| Gotham Asset Management, LLC added | 146,586 | $26M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 141,848 | $26M | 0.3% | 2026-Q2 |
| Varenne Capital Partners new | 140,847 | $25M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 138,583 | $25M | 0.3% | 2026-Q2 |
| COUNTRY TRUST BANK added | 136,954 | $25M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 135,238 | $24M | 0.3% | 2026-Q2 |
| Bridgewater Associates, LP added | 129,642 | $23M | 0.3% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 128,058 | $23M | 0.3% | 2026-Q2 |
| ING GROEP NV added | 127,400 | $23M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 125,299 | $23M | 0.2% | 2026-Q2 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC trimmed | 122,000 | $22M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 118,836 | $21M | 0.2% | 2026-Q2 |
| Verition Fund Management LLC added | 118,438 | $21M | 0.2% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 117,354 | $21M | 0.2% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 115,763 | $21M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 110,859 | $20M | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 109,109 | $20M | 0.2% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC added | 107,111 | $19M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 105,960 | $19M | 0.2% | 2026-Q2 |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC trimmed | 105,657 | $19M | 0.2% | 2026-Q2 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT new | 102,700 | $18M | 0.2% | 2026-Q2 |
| Tabor Asset Management, LP added | 95,331 | $17M | 0.2% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 91,900 | $17M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 91,546 | $16M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 90,151 | $16M | 0.2% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 86,282 | $16M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 83,878 | $15M | 0.2% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 82,871 | $15M | 0.2% | 2026-Q2 |
| Beck Bode, LLC added | 81,857 | $15M | 0.2% | 2026-Q2 |
| Driehaus Capital Management LLC trimmed | 75,403 | $14M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 74,948 | $13M | 0.1% | 2026-Q2 |
| Cinctive Capital Management LP added | 73,616 | $13M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 67,918 | $16M | 0.2% | 2026-Q2 |
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.