FIVE BELOW (FIVE) Institutional Ownership Changes & 13F Activity

FIVE BELOW (FIVE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include D. E. Shaw & Co., Inc., Wellington Management Group Llp, Aqr Capital Management Llc, Citadel Advisors Llc, and Fmr Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Dakota Wealth ManagementBuy+6,727—6,727$1.27MQ4 2025Aug 26, 2026
Advisors Asset Management, Inc.Sell-1,184-100.0%0$0.00Q4 2025Aug 26, 2026
Ensign Peak Advisors, IncSell-14,139-38.5%22,552$4.25MQ4 2025Aug 18, 2026
Algert Global LlcSell-9,020-15.0%51,057$9.62MQ4 2025Aug 11, 2026
Hsbc Holdings PlcBuy+6,812—6,812$1.29MQ4 2025Mar 06, 2026
BaybanBuy+183—183$34.47KQ4 2025Mar 05, 2026
Shp Wealth ManagementBuy+7—7$1.42KQ4 2025Mar 04, 2026
Bell Investment Advisors, IncBuy+19—19$3.58KQ4 2025Feb 24, 2026
Kera Capital Partners, Inc.Buy+4,002—4,002$766.94KQ4 2025Feb 23, 2026
Beaird Harris Wealth Management, LlcBuy+1—1$191.00Q4 2025Feb 23, 2026
Corient Private Wealth LlcBuy+151,073—151,073$1.74MQ4 2025Feb 19, 2026
Birchwood Financial Partners, Inc.Buy+57—57$10.74KQ4 2025Feb 19, 2026
Mcguire Capital Advisors IncBuy+5—5$942.00Q4 2025Feb 19, 2026
Raymond James Financial IncBuy+126,480—126,480$23.83MQ4 2025Feb 18, 2026
State Of Tennessee, Department Of TreasuryBuy+22,158—22,158$4.25MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+17,556—17,556$3.31MQ4 2025Feb 18, 2026
Owlhouse Capital LpBuy+12,900—12,900$2.43MQ4 2025Feb 18, 2026
Kensington Investment Counsel, LlcBuy+6,082—6,082$1.15MQ4 2025Feb 18, 2026
Braeburn Wealth Management LlcBuy+4,335—4,335$816.54KQ4 2025Feb 18, 2026
Ep Wealth Advisors, LlcBuy+3,157—3,157$594.72KQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+2,702—2,702$509.01KQ4 2025Feb 18, 2026
Caitlin John, LlcBuy+25—25$4.71KQ4 2025Feb 18, 2026
D. E. Shaw & Co., Inc.Buy+1,919,606—1,919,606$361.58MQ4 2025Feb 17, 2026
Wellington Management Group LlpBuy+1,192,697—1,192,697$224.66MQ4 2025Feb 17, 2026
Aqr Capital Management LlcBuy+1,168,832—1,168,832$220.16MQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+1,088,422—1,088,422$205.02MQ4 2025Feb 17, 2026
Fmr LlcBuy+1,012,082—1,012,082$190.64MQ4 2025Feb 17, 2026
Balyasny Asset Management L.P.Buy+869,702—869,702$163.82MQ4 2025Feb 17, 2026
Millennium Management LlcBuy+704,880—704,880$132.77MQ4 2025Feb 17, 2026
Qube Research & Technologies LtdBuy+588,500—588,500$110.85MQ4 2025Feb 17, 2026
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Frequently asked questions about FIVE activity

  • Which institutional owners are buying FIVE?

    Institutional owners buying FIVE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FIVE activity?

    "Buy" means an investor increased their reported position in FIVE compared to the prior reporting period. This reflects growing exposure to FIVE BELOW (FIVE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FIVE increasing?

    Institutional interest in FIVE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.