Who Owns Educational Development Stock?
NASDAQ: EDUCCommunication ServicesPublishingUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 21.49%
- Held by insiders
- 11.87%
- Institutional holders
- 21
- Institutions 21.5%
- Insiders 11.9%
- Public and other 66.6%
Who owns Educational Development stock?
Institutional investors own about 21.5% of Educational Development's shares, spread across 21 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 11.87% of EDUC.
The largest institutional holders are Needham Investment Management, L.L.C. (9.38%), Ameriprise Financial, Inc. (6.10%) and Renaissance Technologies, LLC (2.36%). Together, the top 10 institutions control 20.9% of shares outstanding. In their latest filings, 4 of the top 10 institutions increased their EDUC positions and 1 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of EDUC
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Needham Investment Management, L.L.C. | 800.00K | 9.38% | 0.0% |
| Ameriprise Financial, Inc. | 520.10K | 6.10% | -0.0% |
| Renaissance Technologies, LLC | 201.54K | 2.36% | +2.4% |
| Citadel Advisors Llc | 73.19K | 0.86% | +56.0% |
| Geode Capital Management, LLC | 49.59K | 0.58% | +61.4% |
| Vanguard Capital Management LLC | 46.62K | 0.55% | +4.8% |
| State Street Corporation | 31.88K | 0.37% | 0.0% |
| Bridgeway Capital Management, LLC | 22.19K | 0.26% | 0.0% |
| Vanguard Fiduciary Trust Co | 20.28K | 0.24% | 0.0% |
| Dimensional Fund Advisors LP | 17.05K | 0.20% | 0.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of EDUC
| Fund | Shares | % Held |
|---|---|---|
| Needham Funds Inc-Needham Aggressive Growth Fund | 800.00K | 9.38% |
| Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund | 390.78K | 4.58% |
| Columbia Fd.s Varbl Insurance TRT-Columbia Varbl PORT. - Small Cap Val | 72.97K | 0.86% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 46.62K | 0.55% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 28.81K | 0.34% |
| Bridgeway Funds, Inc.-Ultra-Small Company Fund | 21.59K | 0.25% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 8.42K | 0.10% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | 5.16K | 0.06% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | 3.79K | 0.04% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio | 3.32K | 0.04% |
Frequently asked questions
Who is the largest shareholder of Educational Development?
Needham Investment Management, L.L.C. is the largest institutional shareholder of EDUC, owning 9.38% of shares outstanding (800.00K shares) as of its latest 13F filing.
What percentage of Educational Development is owned by institutions?
Institutions own about 21.5% of EDUC shares and 24.4% of the public float.
How much of Educational Development do insiders own?
Insiders, such as officers and directors, own about 11.87% of EDUC shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.