FIVE BELOW INC (FIVE)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 55,384,565 shares against 55,295,351 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $964.9M | 5,366,632 | 0.01% | 8q | +7.1%+$63.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $448.7M | 2,495,633 | 0.01% | 2q | +0.9%+$3.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $427.3M | 2,376,398 | 0.02% | 2q | -0.9%-$4.0M |
| AQR CAPITAL MANAGEMENT LLC | $340.0M | 1,923,492 | 0.12% | 7q | HELD |
| WELLINGTON MANAGEMENT GROUP LLP | $325.7M | 1,811,650 | 0.06% | 31q | +54.4%+$114.7M |
| STATE STREET CORP | $310.0M | 1,724,229 | 0.01% | 31q | +3.1%+$9.2M |
| TWO SIGMA INVESTMENTS, LP | $289.8M incl. $1.1M options CALL+PUT | 1,605,648 | 0.21% | 8q | +12.0%+$30.9M |
| MARSHALL WACE, LLP | $276.4M | 1,537,377 | 0.22% | 15q | +15.3%+$36.6M |
| FEDERATED HERMES, INC. | $238.9M | 1,329,016 | 0.34% | 31q | -13.1%-$36.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $238.4M | 1,322,283 | 0.01% | 31q | +2.6%+$6.0M |
| Invesco Ltd. | $225.8M | 1,255,908 | 0.02% | 31q | +24.4%+$44.3M |
| FMR LLC | $207.4M | 1,153,792 | 0.01% | 31q | +11.1%+$20.7M |
| AMERICAN CENTURY COMPANIES INC | $204.8M | 1,139,293 | 0.09% | 31q | -37.3%-$121.9M |
| SRS Investment Management, LLC | $198.7M | 1,105,109 | 1.84% | 2q | +52.9%+$68.7M |
| Qube Research & Technologies Ltd | $188.9M incl. $305.6K options CALL+PUT | 1,049,010 | 0.18% | 7q | -2.0%-$3.9M |
| DIMENSIONAL FUND ADVISORS LP | $164.3M | 913,892 | 0.03% | 31q | +7.7%+$11.8M |
| Balyasny Asset Management L.P. | $135.4M | 753,263 | 0.17% | 13q | -11.2%-$17.0M |
| CITADEL ADVISORS LLC | $133.6M incl. $50.9M options CALL+PUT | 459,854 | 0.02% | 31q | -20.1%-$33.7M |
| NORGES BANK | $127.8M | 710,784 | 0.01% | 32q | -26.8%-$46.7M |
| D. E. Shaw & Co., Inc. | $115.7M incl. $899.0K options PUT | 638,465 | 0.06% | 31q | -54.6%-$139.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $114.5M | 636,972 | 0.02% | 31q | -4.7%-$5.6M |
| Capital World Investors | $112.2M | 624,334 | 0.01% | 31q | -50.0%-$112.2M |
| Giverny Capital Inc. | $107.5M | 598,122 | 3.62% | 31q | -3.1%-$3.4M |
| Stephens Investment Management Group LLC | $103.6M | 576,176 | 1.11% | 19q | HELD |
| MILLENNIUM MANAGEMENT LLC | $101.7M incl. $934.9K options CALL+PUT | 560,618 | 0.04% | 31q | -23.5%-$31.3M |
| UBS Group AG | $99.2M | 551,979 | 0.01% | 31q | -37.3%-$59.0M |
| Alyeska Investment Group, L.P. | $96.5M | 536,532 | 0.25% | 3q | +8.8%+$7.8M |
| Quantinno Capital Management LP | $95.6M | 531,495 | 0.11% | 8q | +1.8%+$1.7M |
| JENNISON ASSOCIATES LLC | $91.3M | 508,045 | 0.05% | 7q | -9.8%-$9.9M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $88.9M | 494,683 | 0.24% | 4q | +3.3%+$2.9M |
| NORTHERN TRUST CORP | $87.1M | 484,598 | 0.01% | 31q | +1.8%+$1.5M |
| GOLDMAN SACHS GROUP INC | $83.3M | 463,266 | 0.01% | 31q | +4.2%+$3.3M |
| RIVERBRIDGE PARTNERS LLC | $77.1M | 428,994 | 2.15% | 31q | -25.0%-$25.8M |
| MORGAN STANLEY | $76.9M | 427,595 | 0.00% | 35q | -48.0%-$70.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $72.6M | 403,543 | 0.03% | 4q | +56.3%+$26.1M |
| Hook Mill Capital Partners, LP | $71.7M | 398,770 | 6.65% | 8q | +33.2%+$17.9M |
| JPMORGAN CHASE & CO | $71.0M | 396,000 | 0.00% | 31q | -13.8%-$11.4M |
| BANK OF AMERICA CORP /DE/ | $70.0M | 389,529 | 0.00% | 31q | -24.1%-$22.3M |
| RENAISSANCE TECHNOLOGIES LLC | $65.9M | 366,300 | 0.09% | 2q | +21447.1%+$65.6M |
| VANGUARD FIDUCIARY TRUST CO | $63.4M | 352,665 | 0.01% | 2q | +3.0%+$1.9M |
| BANK OF MONTREAL /CAN/ | $61.5M | 342,134 | 0.02% | 31q | -24.4%-$19.8M |
| AMERIPRISE FINANCIAL INC | $61.3M | 340,895 | 0.01% | 31q | +170.2%+$38.6M |
| VOYA INVESTMENT MANAGEMENT LLC | $59.7M | 332,326 | 0.05% | 31q | +15.0%+$7.8M |
| Bank of New York Mellon Corp | $59.4M | 330,524 | 0.01% | 31q | -10.2%-$6.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $59.2M incl. $57.3M options CALL+PUT | 10,251 | 0.00% | 31q | -89.2%-$490.2M |
| WASATCH ADVISORS LP | $58.6M | 325,892 | 0.38% | 31q | -60.2%-$88.5M |
| Squarepoint Ops LLC | $56.6M incl. $4.1M options CALL | 292,289 | 0.06% | 24q | -17.8%-$12.3M |
| Point72 Asset Management, L.P. | $55.1M incl. $2.8M options CALL+PUT | 290,589 | 0.06% | 13q | +1.5%+$810.3K |
| Freestone Grove Partners LP | $52.6M | 292,384 | 0.34% | new | NEW |
| Hood River Capital Management LLC | $51.3M | 285,102 | 0.37% | 4q | +6.1%+$2.9M |
| Amundi | $49.9M | 277,311 | 0.01% | 8q | +34.9%+$12.9M |
| BNP PARIBAS FINANCIAL MARKETS | $48.1M | 267,485 | 0.02% | 31q | +74.7%+$20.6M |
| Woodline Partners LP | $42.5M | 236,339 | 0.13% | new | NEW |
| JANE STREET GROUP, LLC | $42.3M incl. $23.2M options CALL+PUT | 105,960 | 0.00% | 31q | -49.2%-$41.0M |
| JUPITER ASSET MANAGEMENT LTD | $40.8M | 227,148 | 0.20% | new | NEW |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $40.7M | 226,274 | 0.15% | 6q | +17.3%+$6.0M |
| Nuveen, LLC | $40.6M | 225,868 | 0.01% | 6q | -22.5%-$11.8M |
| CANADA PENSION PLAN INVESTMENT BOARD | $39.2M | 218,100 | 0.02% | 8q | +127.2%+$22.0M |
| Walleye Capital LLC | $38.8M incl. $575.3K options CALL+PUT | 212,382 | 0.14% | 13q | +74.6%+$16.6M |
| Interval Partners, LP | $38.2M | 212,273 | 0.98% | 7q | +119.0%+$20.7M |
| Allianz Asset Management GmbH | $37.8M | 210,389 | 0.03% | 3q | +14.5%+$4.8M |
| Pacifica Capital Investments, LLC | $37.0M | 205,622 | 12.62% | 31q | -4.5%-$1.7M |
| DEUTSCHE BANK AG\ | $35.8M | 199,394 | 0.01% | 34q | -30.4%-$15.6M |
| Trexquant Investment LP | $35.1M | 195,160 | 0.21% | 3q | -30.1%-$15.1M |
| FRANKLIN RESOURCES INC | $31.3M | 174,156 | 0.01% | 4q | +514.8%+$26.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $29.9M | 166,518 | 0.01% | 31q | +12.1%+$3.2M |
| BARCLAYS PLC | $29.9M | 166,347 | 0.01% | 31q | +84.1%+$13.7M |
| Man Group plc | $29.4M | 163,758 | 0.05% | 26q | -6.8%-$2.1M |
| Schonfeld Strategic Advisors LLC | $29.1M | 162,078 | 0.10% | 9q | +31.4%+$7.0M |
| Russell Investments Group, Ltd. | $26.5M | 147,196 | 0.02% | 31q | -27.7%-$10.2M |
| Gotham Asset Management, LLC | $26.4M | 146,586 | 0.06% | 7q | +22.1%+$4.8M |
| RHUMBLINE ADVISERS | $25.5M | 141,848 | 0.02% | 31q | +2.5%+$626.9K |
| Varenne Capital Partners | $25.3M | 140,847 | 4.19% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $24.9M | 138,583 | 0.01% | 7q | -7.4%-$2.0M |
| COUNTRY TRUST BANK | $24.6M | 136,954 | 0.43% | 25q | +7.6%+$1.7M |
| SEI INVESTMENTS CO | $24.3M | 135,238 | 0.02% | 31q | -18.4%-$5.5M |
| Verition Fund Management LLC | $23.7M incl. $2.4M options CALL+PUT | 118,438 | 0.12% | 19q | +38.2%+$6.5M |
| IMC-Chicago, LLC | $23.4M incl. $21.9M options CALL+PUT | 8,091 | 0.01% | 19q | -55.5%-$29.1M |
| Bridgewater Associates, LP | $23.3M | 129,642 | 0.10% | 4q | +109.5%+$12.2M |
| PRUDENTIAL FINANCIAL INC | $23.0M | 128,058 | 0.03% | 33q | +36.8%+$6.2M |
| ING GROEP NV | $22.9M | 127,400 | 0.11% | 2q | +15.9%+$3.1M |
| PRINCIPAL FINANCIAL GROUP INC | $22.5M | 125,299 | 0.01% | 31q | -9.9%-$2.5M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $21.9M | 122,000 | 0.10% | 2q | -31.2%-$10.0M |
| California Public Employees Retirement System | $21.4M | 118,836 | 0.01% | 31q | +11.4%+$2.2M |
| BOOTHBAY FUND MANAGEMENT, LLC | $21.1M | 117,354 | 0.28% | 8q | +26.8%+$4.5M |
| IEQ CAPITAL, LLC | $20.8M | 115,763 | 0.10% | 20q | -31.8%-$9.7M |
| TUDOR INVESTMENT CORP ET AL | $20.0M incl. $431.5K options CALL | 109,109 | 0.03% | 11q | -12.9%-$3.0M |
| Swiss National Bank | $19.9M | 110,859 | 0.01% | 31q | +1.6%+$305.6K |
| Susquehanna Portfolio Strategies, LLC | $19.3M | 107,111 | 0.31% | 4q | +620.6%+$16.6M |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC | $19.0M | 105,657 | 2.15% | 9q | -45.2%-$15.6M |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | $18.5M | 102,700 | 0.77% | new | NEW |
| Thrivent Financial for Lutherans | $17.9M | 99,794 | 0.03% | 31q | +331.5%+$13.8M |
| Tabor Asset Management, LP | $17.1M | 95,331 | 5.23% | 8q | +66.0%+$6.8M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $16.5M | 91,900 | 0.02% | 2q | -10.4%-$1.9M |
| FIRST TRUST ADVISORS LP | $16.5M | 91,546 | 0.01% | 31q | +51.6%+$5.6M |
| Corient Private Wealth LP | $15.8M | 87,797 | 0.02% | 5q | +29.8%+$3.6M |
| ALLIANCEBERNSTEIN L.P. | $15.5M | 67,918 | 0.01% | 31q | -25.3%-$5.3M |
| PANAGORA ASSET MANAGEMENT INC | $15.5M | 86,282 | 0.05% | 4q | +416.2%+$12.5M |
| ENVESTNET ASSET MANAGEMENT INC | $15.1M | 83,878 | 0.00% | 31q | -9.0%-$1.5M |
| Engineers Gate Manager LP | $14.9M | 82,871 | 0.19% | 15q | -11.1%-$1.9M |
Showing the largest 100 of 619 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-14 | 2026-10-14 | Material agreement entered | filing |
| 2026-09-23 | 2026-09-21 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-04 | BULL KENNETH R | COO | Sold | 10,510 | $2.6M ×14 |
| 2026-09-14 | SPECTER ERIC M | CAO | Sold | 5,500 | $1.4M |
| 2026-09-04 | DEVINE MICHAEL F III | Director | Sold | 4,250 | $1.1M ×2 |
| 2026-09-09 | Gellerman Maureen Marie | CHRO | Sold | 1,610 | $400.8K |
| 2026-09-10 | Hawkins Jacob Kimball | CMOO | Sold | 818 | $203.6K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 164 | $190.3M | 875,517 | 45 | 53 | 33 | 0.0% |
| Q2 2026 | 619 | $10.2B | 55,384,565 | 86 | 188 | 249 | 1.9% |
| Q1 2026 | 644 | $13.1B | 55,505,503 | 141 | 232 | 175 | 3.4% |
| Q4 2025 | 564 | $11.5B | 57,638,884 | 108 | 173 | 182 | 5.5% |
| Q3 2025 | 512 | $9.5B | 58,063,711 | 100 | 192 | 132 | 5.0% |
| Q2 2025 | 472 | $8.3B | 58,981,398 | 110 | 128 | 171 | 7.0% |
| Q1 2025 | 414 | $4.8B | 57,386,253 | 60 | 156 | 115 | 9.8% |
| Q4 2024 | 436 | $6.7B | 58,274,688 | 72 | 127 | 126 | 8.3% |
| Q3 2024 | 410 | $5.8B | 58,013,445 | 66 | 114 | 166 | 12.0% |
| Q2 2024 | 466 | $6.9B | 58,933,209 | 72 | 140 | 161 | 6.7% |
| Q1 2024 | 510 | $11.5B | 60,619,591 | 59 | 149 | 187 | 4.1% |
| Q4 2023 | 512 | $13.8B | 61,361,241 | 73 | 148 | 178 | 5.1% |
| Q3 2023 | 463 | $10.1B | 60,893,426 | 43 | 152 | 173 | 3.4% |
| Q2 2023 | 494 | $11.9B | 58,406,213 | 51 | 148 | 187 | 3.3% |
| Q1 2023 | 502 | $13.6B | 64,281,700 | 75 | 136 | 193 | 2.7% |
| Q4 2022 | 484 | $11.1B | 59,464,909 | 85 | 147 | 160 | 5.2% |
| Q3 2022 | 416 | $11.3B | 79,238,506 | 58 | 143 | 147 | 3.7% |
| Q2 2022 | 413 | $9.8B | 84,022,016 | 49 | 148 | 146 | 2.9% |
| Q1 2022 | 443 | $16.6B | 101,302,502 | 55 | 146 | 152 | 3.1% |
| Q4 2021 | 455 | $20.0B | 94,005,112 | 52 | 143 | 147 | 2.7% |
| Q3 2021 | 446 | $17.5B | 96,630,930 | 44 | 155 | 140 | 2.1% |
| Q2 2021 | 469 | $17.4B | 88,455,412 | 54 | 155 | 170 | 1.9% |
| Q1 2021 | 473 | $17.6B | 89,950,919 | 73 | 155 | 160 | 2.6% |
| Q4 2020 | 445 | $16.6B | 91,359,485 | 74 | 132 | 159 | 3.7% |
| Q3 2020 | 402 | $12.1B | 93,362,569 | 83 | 120 | 133 | 2.3% |
| Q2 2020 | 360 | $10.7B | 98,085,666 | 67 | 108 | 123 | 2.2% |
| Q1 2020 | 335 | $10.6B | 147,143,901 | 50 | 115 | 126 | 2.0% |
| Q4 2019 | 415 | $11.8B | 88,505,512 | 43 | 140 | 133 | 4.2% |
| Q3 2019 | 411 | $11.3B | 86,879,875 | 58 | 123 | 156 | 3.4% |
| Q2 2019 | 428 | $12.3B | 99,440,000 | 57 | 130 | 172 | 2.6% |
| Q1 2019 | 451 | $12.2B | 96,340,015 | 81 | 137 | 147 | 2.0% |
| Q4 2018 | 406 | $10.0B | 95,974,431 | 6 | 10 | 6 | 1.4% |
