Who owns FIVE (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-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
277 tracked funds added or opened FIVE while 102 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
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 2025-Q4 and 2026-Q1, across 626 tracked filers holding FIVE, 379 increased or opened the position and 258 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 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 63
- VANGUARD CAPITAL MANAGEMENT LLC$565M
- VANGUARD PORTFOLIO MANAGEMENT LLC$548M
- SRS Investment Management, LLC$165M
- VANGUARD FIDUCIARY TRUST CO$78M
- CAPITOLIS LIQUID GLOBAL MARKETS LLC$41M
- TUDOR INVESTMENT CORP ET AL$29M
Full exits 35
- VANGUARD GROUP INC$989M
- TWO SIGMA ADVISERS, LP$96M
- Woodline Partners LP$75M
- SCOPUS ASSET MANAGEMENT, L.P.$54M
- BANK OF NOVA SCOTIA$40M
- SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$32M
Largest adds
- TWO SIGMA INVESTMENTS, LP$252M
- AQR CAPITAL MANAGEMENT LLC$216M
- Qube Research & Technologies Ltd$134M
- BlackRock, Inc.$104M
- GEODE CAPITAL MANAGEMENT, LLC$90M
- AMERICAN CENTURY COMPANIES INC$69M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.0B
- NORGES BANK$122M
- CITADEL ADVISORS LLC$73M
- Pacifica Capital Investments, LLC$63M
- UBS Group AG$61M
- WASATCH ADVISORS LP$52M
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. trimmed | 4,500,449 | $1.0B | 7.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,474,079 | $565M | 4.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,398,669 | $548M | 4.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,926,134 | $436M | 3.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,817,317 | $415M | 3.2% | 2026-Q1 |
| STATE STREET CORP added | 1,673,125 | $382M | 2.9% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 1,529,552 | $349M | 2.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 1,434,245 | $328M | 2.5% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 1,404,242 | $321M | 2.5% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 1,333,917 | $305M | 2.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,288,841 | $295M | 2.3% | 2026-Q1 |
| Capital World Investors added | 1,248,654 | $285M | 2.2% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,166,198 | $266M | 2.0% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 1,070,450 | $245M | 1.9% | 2026-Q1 |
| FMR LLC trimmed | 1,008,059 | $230M | 1.8% | 2026-Q1 |
| Invesco Ltd. added | 980,202 | $224M | 1.7% | 2026-Q1 |
| UBS Group AG trimmed | 880,247 | $201M | 1.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 848,450 | $194M | 1.5% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 848,065 | $194M | 1.5% | 2026-Q1 |
| MORGAN STANLEY added | 822,143 | $188M | 1.4% | 2026-Q1 |
| WASATCH ADVISORS LP trimmed | 818,382 | $187M | 1.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 733,077 | $167M | 1.3% | 2026-Q1 |
| SRS Investment Management, LLC added | 722,826 | $165M | 1.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 668,324 | $153M | 1.2% | 2026-Q1 |
| Giverny Capital Inc. trimmed | 617,191 | $141M | 1.1% | 2026-Q1 |
| Stephens Investment Management Group LLC trimmed | 576,071 | $132M | 1.0% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 575,717 | $132M | 1.0% | 2026-Q1 |
| RIVERBRIDGE PARTNERS LLC trimmed | 572,301 | $131M | 1.0% | 2026-Q1 |
| JENNISON ASSOCIATES LLC trimmed | 562,950 | $129M | 1.0% | 2026-Q1 |
| Quantinno Capital Management LP added | 522,234 | $119M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 513,362 | $117M | 0.9% | 2026-Q1 |
| Alyeska Investment Group, L.P. trimmed | 493,165 | $113M | 0.9% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 478,730 | $109M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 476,010 | $109M | 0.8% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 452,489 | $103M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 444,795 | $102M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 459,598 | $101M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 368,267 | $84M | 0.6% | 2026-Q1 |
| 1832 Asset Management L.P. added | 358,338 | $82M | 0.6% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 355,552 | $81M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 342,291 | $78M | 0.6% | 2026-Q1 |
| Hook Mill Capital Partners, LP trimmed | 299,317 | $68M | 0.5% | 2026-Q1 |
| Nuveen, LLC added | 291,605 | $67M | 0.5% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 288,993 | $66M | 0.5% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 286,313 | $65M | 0.5% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 286,297 | $65M | 0.5% | 2026-Q1 |
| Trexquant Investment LP added | 279,240 | $64M | 0.5% | 2026-Q1 |
| Hood River Capital Management LLC added | 268,808 | $61M | 0.5% | 2026-Q1 |
| NORGES BANK trimmed | 814,890 | $61M | 0.5% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 258,218 | $59M | 0.5% | 2026-Q1 |
| Pacifica Capital Investments, LLC trimmed | 215,320 | $49M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 208,745 | $48M | 0.4% | 2026-Q1 |
| Amundi added | 205,602 | $47M | 0.4% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 203,689 | $47M | 0.4% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 192,911 | $44M | 0.3% | 2026-Q1 |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC trimmed | 192,666 | $44M | 0.3% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 183,674 | $42M | 0.3% | 2026-Q1 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC new | 177,400 | $41M | 0.3% | 2026-Q1 |
| Man Group plc trimmed | 175,671 | $40M | 0.3% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 169,816 | $39M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 165,731 | $38M | 0.3% | 2026-Q1 |
| SG Americas Securities, LLC added | 163,474 | $37M | 0.3% | 2026-Q1 |
| Driehaus Capital Management LLC added | 156,790 | $36M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 153,101 | $35M | 0.3% | 2026-Q1 |
| Cartenna Capital, LP trimmed | 150,000 | $34M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 149,671 | $34M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 148,551 | $34M | 0.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 139,025 | $32M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 138,361 | $32M | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP added | 127,837 | $29M | 0.2% | 2026-Q1 |
| COUNTRY TRUST BANK trimmed | 127,252 | $29M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 126,163 | $29M | 0.2% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 125,336 | $29M | 0.2% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 123,372 | $28M | 0.2% | 2026-Q1 |
| Walleye Capital LLC added | 121,615 | $28M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 120,979 | $28M | 0.2% | 2026-Q1 |
| Gotham Asset Management, LLC added | 120,101 | $27M | 0.2% | 2026-Q1 |
| ING GROEP NV trimmed | 109,900 | $25M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 109,159 | $25M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 106,692 | $24M | 0.2% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 102,600 | $23M | 0.2% | 2026-Q1 |
| Interval Partners, LP trimmed | 96,948 | $22M | 0.2% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 96,000 | $22M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 95,196 | $22M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 93,595 | $21M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 5,252,048 | $989M | 7.6% | 2025-Q4 stale |
| SAMLYN CAPITAL, LLC added | 944,116 | $146M | 1.1% | 2025-Q3 stale |
| Anomaly Capital Management, LP trimmed | 658,313 | $102M | 0.8% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP trimmed | 508,499 | $96M | 0.7% | 2025-Q4 stale |
| Woodline Partners LP new | 397,126 | $75M | 0.6% | 2025-Q4 stale |
| SCOPUS ASSET MANAGEMENT, L.P. trimmed | 289,025 | $54M | 0.4% | 2025-Q4 stale |
| Capital Research Global Investors trimmed | 319,236 | $42M | 0.3% | 2025-Q2 stale |
| BANK OF NOVA SCOTIA added | 212,055 | $40M | 0.3% | 2025-Q4 stale |
| MANE GLOBAL CAPITAL MANAGEMENT LP added | 222,427 | $34M | 0.3% | 2025-Q3 stale |
| Junto Capital Management LP added | 437,607 | $33M | 0.3% | 2025-Q1 stale |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC new | 170,000 | $32M | 0.2% | 2025-Q4 stale |
| Freestone Grove Partners LP added | 161,712 | $30M | 0.2% | 2025-Q4 stale |
| Broad Bay Capital Management, LP added | 392,687 | $29M | 0.2% | 2025-Q1 stale |
| Shellback Capital, LP trimmed | 133,000 | $25M | 0.2% | 2025-Q4 stale |
| Divisadero Street Capital Management, LP new | 155,000 | $24M | 0.2% | 2025-Q3 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.