Joann Inc (JOAN) Ownership

0.09 ↓0.02 (-19.09%)

As of March 27, 2024, 2:38pm EST.

Institutions
Mutual Funds

Institutional Ownership

LEONARD GREEN PARTNERS LP is the biggest individual institutional holder of Joann Inc (JOAN), owning a total of 28.3 million shares. Combined, the top 44 institutional holders of JOAN own 86.39% of the company with a total of 36.1 million shares.

In the latest ownership report on December 31st 2023, the top 44 institutional holders decreased their combined ownership of JOAN by 564 thousand shares. 3 institutions bought 33,982 total additional shares and increased their ownership by an average of 0.37%. However 12 institutions sold 598,438 total shares and decreased their ownership by an average of 34.13%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Joann decreased by a net total of -564,456 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
LEONARD GREEN PARTNERS LP	67.630%	0.000%	28,344,623	0	2023-12-31
Vanguard Group Inc	1.151%	-8.020%	482,298	-42,054	2023-12-31
Royce & Associates, LP	0.746%	0.000%	312,714	0	2023-12-31
Millennium Management LLC	0.363%	-49.128%	152,267	-147,044	2023-12-31
BlackRock Inc	0.342%	-0.205%	143,477	-294	2023-12-31
Amvescap Plc.	0.340%	1.109%	142,554	1,564	2023-12-31
Jb Capital Partners LP	0.312%	-50.814%	130,675	-135,000	2023-12-31
Geode Capital Management, LLC	0.310%	0.000%	130,083	0	2023-12-31
Bridgeway Capital Management, LLC	0.298%	0.000%	125,000	0	2023-12-31
State Street Corporation	0.131%	-13.427%	54,677	-8,480	2023-12-31
Group One Trading, LP	0.116%	-7.798%	48,477	-4,100	2023-12-31
SIMPLEX TRADING, LLC	0.097%	-24.250%	40,481	-12,959	2023-12-31
XTX Topco Ltd	0.069%	0.000%	28,935	28,935	2023-12-31
Northern Trust Corp	0.059%	0.000%	24,896	0	2023-12-31
Cutler Group LP	0.045%	-44.654%	18,707	-15,093	2023-12-31
Morgan Stanley - Brokerage Accounts	0.034%	-23.988%	14,351	-4,529	2023-12-31
Wells Fargo & Co	0.023%	-34.416%	9,490	-4,980	2023-12-31
Advisor Group Holdings, Inc.	0.013%	-53.939%	5,350	-6,265	2023-12-31
Tower Research Capital LLC	0.008%	0.000%	3,483	3,483	2023-12-31
Bank of America Corp	0.005%	-98.980%	2,242	-217,640	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
LEONARD GREEN PARTNERS LP	67.630%	0.000%	28,344,623	0	2023-12-31
Capital Research Global Investors	6.628%	0.000%	2,729,250	0	2023-03-31
JPMorgan Chase & Co	3.279%	-31.248%	1,374,181	-624,581	2023-09-30
Vanguard Group Inc	1.151%	-8.020%	482,298	-42,054	2023-12-31
GSA Capital Partners LLP	0.854%	15.735%	358,068	48,682	2023-09-30
Royce & Associates, LP	0.746%	0.000%	312,714	0	2023-12-31
First Manhattan Company	0.674%	-26.667%	275,000	-100,000	2022-06-30
UBS Group AG	0.579%	6,878.160%	236,071	232,688	2022-09-30
Millennium Management LLC	0.363%	-49.128%	152,267	-147,044	2023-12-31
Crawford Investment Counsel, Inc	0.356%	-64.951%	146,384	-271,268	2022-12-31
BlackRock Inc	0.342%	-0.205%	143,477	-294	2023-12-31
Amvescap Plc.	0.340%	1.109%	142,554	1,564	2023-12-31
Jb Capital Partners LP	0.312%	-50.814%	130,675	-135,000	2023-12-31
Geode Capital Management, LLC	0.310%	0.000%	130,083	0	2023-12-31
Bridgeway Capital Management, LLC	0.298%	0.000%	125,000	0	2023-12-31
Y-Intercept (Hong Kong) Ltd	0.281%	0.000%	117,676	117,676	2023-06-30
Mork Capital Management	0.195%	0.000%	80,000	0	2022-12-31
Oppenheimer & Co Inc	0.181%	0.000%	73,611	0	2022-09-30
Bank of New York Mellon Corp	0.161%	-76.062%	66,342	-210,794	2023-03-31
Nuveen Asset Management, LLC	0.141%	29.622%	57,946	13,242	2023-03-31
State Street Corporation	0.131%	-13.427%	54,677	-8,480	2023-12-31
Squarepoint Ops LLC	0.129%	296.796%	54,123	40,483	2023-09-30
Two Sigma Investments LLC	0.124%	0.000%	52,138	52,138	2023-06-30
Group One Trading, LP	0.116%	-7.798%	48,477	-4,100	2023-12-31
SIMPLEX TRADING, LLC	0.097%	-24.250%	40,481	-12,959	2023-12-31
Susquehanna International Group, LLP	0.089%	103.597%	37,073	18,864	2023-09-30
Corton Capital Inc.	0.081%	0.000%	33,114	33,114	2022-12-31
Delphia (USA) Inc.	0.074%	0.000%	30,422	30,422	2022-12-31
Charles Schwab Investment Management Inc	0.072%	0.000%	29,424	0	2023-03-31
XTX Topco Ltd	0.069%	0.000%	28,935	28,935	2023-12-31
Tudor Investment Corp Et AL	0.069%	0.000%	28,519	28,519	2022-12-31
PEAK6 INVESTMENTS LP	0.065%	-19.265%	26,355	-6,289	2022-06-30
Dimensional Fund Advisors, Inc.	0.063%	-41.329%	25,816	-18,185	2023-03-31
Northern Trust Corp	0.059%	0.000%	24,896	0	2023-12-31
OLD MISSION CAPITAL LLC	0.055%	0.000%	23,104	23,104	2023-06-30
Cedar Brook Financial Partners, LLC	0.055%	64.089%	23,043	9,000	2023-09-30
Ameriprise Financial Inc	0.055%	0.000%	22,551	22,551	2022-06-30
Cutler Group LP	0.045%	-44.654%	18,707	-15,093	2023-12-31
First Heartland Consultants, Inc.	0.045%	0.888%	18,407	162	2023-06-30
Morgan Stanley - Brokerage Accounts	0.034%	-23.988%	14,351	-4,529	2023-12-31
Wells Fargo & Co	0.023%	-34.416%	9,490	-4,980	2023-12-31
Advisor Group Holdings, Inc.	0.013%	-53.939%	5,350	-6,265	2023-12-31
Tower Research Capital LLC	0.008%	0.000%	3,483	3,483	2023-12-31
Bank of America Corp	0.005%	-98.980%	2,242	-217,640	2023-12-31

Mutual Fund Ownership

American Funds SMALLCAP World A is the biggest individual fund holder of Joann Inc (JOAN), owning a total of 2.7 million shares. Combined, the top 59 mutual fund holders of JOAN own 22.49% of the company with a total of 9.3 million shares.

In the latest ownership report on February 29th 2024, the top 59 fund holders increased their combined ownership of JOAN by 1 thousand shares. 2 funds bought 1,776 total additional shares and increased their ownership by an average of 44.86%. However 1 funds sold 325 total shares and decreased their ownership by an average of 0.48%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Joann increased by a net total of 1,451 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	0.773%	0.000%	323,778	0	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	0.378%	0.000%	158,520	0	2024-02-29
Invesco FTSE RAFI US 1500 Small-Mid ETF	0.338%	0.000%	141,703	0	2024-02-29
Fidelity Extended Market Index	0.160%	-0.482%	67,081	-325	2024-02-29
Fidelity Nasdaq Composite Index	0.055%	0.000%	23,229	0	2024-02-29
iShares Micro-Cap ETF	0.054%	0.000%	22,661	0	2024-02-29
Fidelity Series Total Market Index	0.042%	0.000%	17,415	0	2024-02-29
Fidelity Total Market Index	0.033%	0.000%	13,717	0	2024-02-29
Spartan Total Market Index Pool E	0.013%	0.000%	5,248	0	2024-02-29
1290 VT Micro Cap K	0.008%	78.645%	3,296	1,451	2024-02-29
Spartan Extended Market Index Pool E	0.008%	11.070%	3,261	325	2024-02-29

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
American Funds SMALLCAP World A	6.628%	0.000%	2,729,250	0	2023-03-31
Royce Small-Cap Quality Value Composite	3.531%	-7.575%	1,453,952	-119,167	2023-03-31
Royce Small-Cap Total Return Invmt	3.531%	-7.575%	1,453,952	-119,167	2023-03-31
Vanguard Total Stock Mkt Idx Inv	0.773%	0.000%	323,778	0	2024-02-29
Legg Mason RY US SmCp Opp A USD Dis(A)	0.777%	-1.646%	316,800	-5,300	2022-12-31
iShares Russell 2000 ETF	0.642%	-0.119%	264,455	-315	2023-06-21
Royce Micro-Cap Invmt	0.519%	0.000%	217,326	0	2023-12-31
Royce Pennsylvania Mutual Invmt	0.497%	-4.301%	204,784	-9,204	2023-03-31
WisdomTree US SmallCap Dividend ETF	0.435%	0.000%	177,554	0	2023-01-31
Vanguard Extended Market Index Investor	0.378%	0.000%	158,520	0	2023-08-31
Vanguard Institutional Extnd Mkt Idx Tr	0.378%	0.000%	158,520	0	2024-02-29
Invesco FTSE RAFI US 1500 Small-Mid ETF	0.338%	0.000%	141,703	0	2024-02-29
iShares Russell 2000 Value ETF	0.328%	0.563%	134,939	756	2023-06-21
Crawford Small Cap Dividend	0.323%	-59.773%	131,774	-195,798	2022-12-31
Crawford Small Cap Equity	0.320%	-63.946%	131,774	-233,718	2022-12-31
Bridgeway Ultra-Small Company Market	0.298%	0.000%	125,000	0	2023-12-31
Fidelity® Small Cap Index	0.251%	0.000%	103,278	0	2023-05-31
Royce Capital Micro-Cap Inv	0.228%	0.000%	95,388	0	2023-12-31
WisdomTree US SmallCap Earnings ETF	0.200%	0.000%	81,512	0	2022-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.190%	0.000%	78,406	0	2023-05-31
Fidelity® Extended Market Index	0.161%	0.000%	67,575	0	2023-11-30
Fidelity Extended Market Index	0.160%	-0.482%	67,081	-325	2024-02-29
State St Russell Sm Cap® Indx NL Cl C	0.111%	0.000%	45,506	0	2023-05-31
DIM Funds SICAV S.A. - PV Buyback USA B	0.100%	0.000%	41,300	0	2022-09-30
NT R2000 Value Index Fund - NL	0.080%	0.000%	33,093	0	2023-03-31
NT R2000 Index Fund - NL	0.080%	8.806%	32,853	2,659	2023-03-31
BlackRock Extended Mkt Composite	0.078%	0.000%	32,596	0	2023-09-30
Vanguard Russell 2000 ETF	0.073%	-0.835%	29,926	-252	2023-05-31
FTGF RY US SmCp Opp A USD Dis(A)	0.069%	-90.955%	28,800	-289,600	2023-06-30
BlackRock Extended Equity Market K	0.068%	-0.200%	28,437	-57	2023-12-31
NT R2000 Index Fund - DC - NL - 2	0.062%	9.592%	25,365	2,220	2023-03-31
UBS (Irl) Inv Sel Eq Opp L/S Q-PF-Acc	0.060%	0.000%	25,200	25,200	2023-03-31
Royce Small-Cap Opportunity Invmt	0.059%	-95.902%	24,711	-578,236	2023-06-30
Schwab Small Cap Index	0.059%	0.000%	24,227	0	2023-05-31
Fidelity Nasdaq Composite Index	0.055%	0.000%	23,229	0	2024-02-29
Fidelity® NASDAQ Composite Index®	0.055%	0.000%	23,229	0	2023-10-31
iShares Micro-Cap ETF	0.054%	0.000%	22,661	0	2024-02-29
Northern Trust Russell 2000 Value Index	0.052%	0.000%	21,215	0	2023-03-31
iShares Russell 2000 Small-Cap Idx Instl	0.042%	0.000%	17,579	0	2022-11-30
Fidelity Series Total Market Index	0.042%	0.000%	17,415	0	2024-02-29
Fidelity® Series Total Market Index	0.042%	0.000%	17,415	0	2023-11-30
EQ/2000 Managed Volatility IB	0.041%	0.000%	16,795	0	2023-05-31
GuideMark® Small/Mid Cap Core Service	0.036%	0.000%	14,626	0	2023-05-31
Fidelity Total Market Index	0.033%	0.000%	13,717	0	2024-02-29
Fidelity® Total Market Index	0.033%	0.000%	13,717	0	2023-11-30
NT Ext Equity Mkt Idx Fd - NL	0.031%	0.000%	12,840	0	2023-12-31
Russell Personalized DI All Cap SMA	0.027%	0.000%	10,934	0	2023-03-31
Northern Trust Extended Eq Market Idx	0.026%	0.000%	10,782	0	2023-12-31
NT Ext Equity Mkt Idx Fd - L	0.026%	0.000%	10,782	0	2023-12-31
NT Ext Equity Mkt Idx Fd - DC - NL - T2	0.025%	0.185%	10,312	19	2023-12-31
State Street Russell 2000 Value CIT	0.022%	0.000%	9,270	0	2023-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr	0.013%	-98.515%	5,352	-355,128	2023-10-31
Vanguard Instl Ttl Stk Mkt Idx InstlPls	0.013%	0.000%	5,352	0	2023-11-30
Spartan Total Market Index Pool E	0.013%	0.000%	5,248	0	2024-02-29
SSgA U.S. Extended Market Index Class I	0.012%	0.000%	4,800	0	2023-12-31
1290 VT Micro Cap K	0.008%	78.645%	3,296	1,451	2024-02-29
Spartan Extended Market Index Pool E	0.008%	11.070%	3,261	325	2024-02-29
SSgA U.S. Total Market Index Strategy	0.003%	-2.258%	1,385	-32	2023-12-31
Northern Trust Wilshire 5000	0.003%	0.000%	1,173	0	2023-12-31