Who Owns Coffee Stock?
NASDAQ: JVAConsumer StaplesPackaged FoodsUSD
Market open · Delayed 15 min · as of Oct 9, 10:00 AM ET
Ownership breakdown
- Held by institutions
- 20.01%
- Held by insiders
- 12.52%
- Institutional holders
- 33
- Institutions 20.0%
- Insiders 12.5%
- Public and other 67.5%
Who owns Coffee stock?
Institutional investors own about 20.0% of Coffee's shares, spread across 33 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 12.52% of JVA.
The largest institutional holders are Renaissance Technologies, LLC (7.50%), Quinn Opportunity Partners, LLC (2.03%) and Dimensional Fund Advisors LP (1.58%). Together, the top 10 institutions control 16.8% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their JVA positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of JVA
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Renaissance Technologies, LLC | 427.96K | 7.50% | +4.2% |
| Quinn Opportunity Partners, LLC | 116.16K | 2.03% | -3.3% |
| Dimensional Fund Advisors LP | 89.98K | 1.58% | +5.6% |
| Vanguard Capital Management LLC | 80.88K | 1.42% | +4.5% |
| Geode Capital Management, LLC | 56.42K | 0.99% | -12.4% |
| Bridgeway Capital Management, LLC | 43.22K | 0.76% | +9.6% |
| Empowered Funds, LLC | 42.22K | 0.74% | +9.9% |
| Citadel Advisors Llc | 39.60K | 0.69% | +8.3% |
| Vanguard Fiduciary Trust Co | 32.18K | 0.56% | 0.0% |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 29.00K | 0.51% | +20.8% |
% 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 JVA
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 58.11K | 1.02% |
| EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF | 42.22K | 0.74% |
| Dimensional ETF Trust-Dimensional US Small Cap Value ETF | 31.13K | 0.55% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 28.54K | 0.50% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 22.77K | 0.40% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | 16.38K | 0.29% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | 10.25K | 0.18% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | 10.04K | 0.18% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 7.29K | 0.13% |
| Dimensional ETF Trust-Dimensional US Core Equity 2 ETF | 3.89K | 0.07% |
Frequently asked questions
Who is the largest shareholder of Coffee?
Renaissance Technologies, LLC is the largest institutional shareholder of JVA, owning 7.50% of shares outstanding (427.96K shares) as of its latest 13F filing.
What percentage of Coffee is owned by institutions?
Institutions own about 20.0% of JVA shares and 22.9% of the public float.
How much of Coffee do insiders own?
Insiders, such as officers and directors, own about 12.52% of JVA 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.