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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Dakota Wealth Management | Buy | +6,727 | — | 6,727 | $1.27M | Q4 2025 | Aug 26, 2026 |
| Advisors Asset Management, Inc. | Sell | -1,184 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Ensign Peak Advisors, Inc | Sell | -14,139 | -38.5% | 22,552 | $4.25M | Q4 2025 | Aug 18, 2026 |
| Algert Global Llc | Sell | -9,020 | -15.0% | 51,057 | $9.62M | Q4 2025 | Aug 11, 2026 |
| Hsbc Holdings Plc | Buy | +6,812 | — | 6,812 | $1.29M | Q4 2025 | Mar 06, 2026 |
| Bayban | Buy | +183 | — | 183 | $34.47K | Q4 2025 | Mar 05, 2026 |
| Shp Wealth Management | Buy | +7 | — | 7 | $1.42K | Q4 2025 | Mar 04, 2026 |
| Bell Investment Advisors, Inc | Buy | +19 | — | 19 | $3.58K | Q4 2025 | Feb 24, 2026 |
| Kera Capital Partners, Inc. | Buy | +4,002 | — | 4,002 | $766.94K | Q4 2025 | Feb 23, 2026 |
| Beaird Harris Wealth Management, Llc | Buy | +1 | — | 1 | $191.00 | Q4 2025 | Feb 23, 2026 |
| Corient Private Wealth Llc | Buy | +151,073 | — | 151,073 | $1.74M | Q4 2025 | Feb 19, 2026 |
| Birchwood Financial Partners, Inc. | Buy | +57 | — | 57 | $10.74K | Q4 2025 | Feb 19, 2026 |
| Mcguire Capital Advisors Inc | Buy | +5 | — | 5 | $942.00 | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +126,480 | — | 126,480 | $23.83M | Q4 2025 | Feb 18, 2026 |
| State Of Tennessee, Department Of Treasury | Buy | +22,158 | — | 22,158 | $4.25M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +17,556 | — | 17,556 | $3.31M | Q4 2025 | Feb 18, 2026 |
| Owlhouse Capital Lp | Buy | +12,900 | — | 12,900 | $2.43M | Q4 2025 | Feb 18, 2026 |
| Kensington Investment Counsel, Llc | Buy | +6,082 | — | 6,082 | $1.15M | Q4 2025 | Feb 18, 2026 |
| Braeburn Wealth Management Llc | Buy | +4,335 | — | 4,335 | $816.54K | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +3,157 | — | 3,157 | $594.72K | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +2,702 | — | 2,702 | $509.01K | Q4 2025 | Feb 18, 2026 |
| Caitlin John, Llc | Buy | +25 | — | 25 | $4.71K | Q4 2025 | Feb 18, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +1,919,606 | — | 1,919,606 | $361.58M | Q4 2025 | Feb 17, 2026 |
| Wellington Management Group Llp | Buy | +1,192,697 | — | 1,192,697 | $224.66M | Q4 2025 | Feb 17, 2026 |
| Aqr Capital Management Llc | Buy | +1,168,832 | — | 1,168,832 | $220.16M | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +1,088,422 | — | 1,088,422 | $205.02M | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +1,012,082 | — | 1,012,082 | $190.64M | Q4 2025 | Feb 17, 2026 |
| Balyasny Asset Management L.P. | Buy | +869,702 | — | 869,702 | $163.82M | Q4 2025 | Feb 17, 2026 |
| Millennium Management Llc | Buy | +704,880 | — | 704,880 | $132.77M | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | Buy | +588,500 | — | 588,500 | $110.85M | Q4 2025 | Feb 17, 2026 |
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.
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