CarMax Inc (KMX) Ownership

68.32 ↑0.41 (0.60%)

As of April 19, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of CarMax Inc (KMX), owning a total of 18.1 million shares. Combined, the top 28 institutional holders of KMX own 75.45% of the company with a total of 119.2 million shares.

In the latest ownership report on December 31st 2023, the top 28 institutional holders increased their combined ownership of KMX by 2.7 million shares. 13 institutions bought 5,980,258 total additional shares and increased their ownership by an average of 21.72%. However 8 institutions sold 3,255,240 total shares and decreased their ownership by an average of 9.27%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of CarMax increased by a net total of 2,725,018 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.447%	1.244%	18,076,909	222,132	2023-12-31
BlackRock Inc	6.873%	1.987%	10,853,747	211,470	2023-12-31
Principal Financial Group Inc	6.160%	-1.611%	9,728,627	-159,317	2023-12-31
Diamond Hill Capital Management Inc	4.242%	20.742%	6,699,595	1,150,922	2023-12-31
State Street Corporation	3.978%	3.090%	6,282,542	188,297	2023-12-31
PRIMECAP Management Company	3.538%	-2.066%	5,587,871	-117,880	2023-12-31
HHG PLC	2.920%	0.560%	4,611,564	25,671	2023-12-31
Capital Research Global Investors	2.621%	-0.278%	4,138,985	-11,550	2023-12-31
Ruane, Cunniff & Goldfarb L.P.	2.613%	-25.847%	4,126,906	-1,438,450	2023-12-31
NORGES BANK	2.379%	129.355%	3,756,551	2,118,673	2023-12-31
Geode Capital Management, LLC	2.210%	2.437%	3,489,331	83,008	2023-12-31
Amvescap Plc.	2.048%	10.075%	3,234,595	296,054	2023-12-31
Akre Capital Management, LLC	1.727%	-0.248%	2,726,695	-6,767	2023-12-31
Morningstar Investment Services LLC	1.721%	95.423%	2,717,326	1,326,840	2023-12-31
Fiduciary Management, Inc. of Milwaukee	1.635%	-7.381%	2,581,533	-205,734	2023-12-31
Turtle Creek Asset Management Inc.	1.616%	3.895%	2,551,822	95,663	2023-12-31
London Company of Virginia	1.533%	-0.479%	2,421,489	-11,654	2023-12-31
Cooke & Bieler LP	1.485%	3.051%	2,344,650	69,409	2023-12-31
First Pacific Advisors, LP	1.476%	1.220%	2,331,545	28,095	2023-12-31
Wellington Management Company LLP	1.453%	-36.242%	2,293,826	-1,303,888	2023-12-31
Dimensional Fund Advisors, Inc.	1.223%	9.285%	1,930,606	164,024	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.447%	1.244%	18,076,909	222,132	2023-12-31
BlackRock Inc	6.873%	1.987%	10,853,747	211,470	2023-12-31
Principal Financial Group Inc	6.160%	-1.611%	9,728,627	-159,317	2023-12-31
Diamond Hill Capital Management Inc	4.242%	20.742%	6,699,595	1,150,922	2023-12-31
State Street Corporation	3.978%	3.090%	6,282,542	188,297	2023-12-31
PRIMECAP Management Company	3.538%	-2.066%	5,587,871	-117,880	2023-12-31
HHG PLC	2.920%	0.560%	4,611,564	25,671	2023-12-31
Manufacturers Life Insurance Co	2.833%	-17.469%	4,476,379	-947,505	2022-09-30
Capital Research Global Investors	2.621%	-0.278%	4,138,985	-11,550	2023-12-31
Ruane, Cunniff & Goldfarb L.P.	2.613%	-25.847%	4,126,906	-1,438,450	2023-12-31
NORGES BANK	2.379%	129.355%	3,756,551	2,118,673	2023-12-31
Geode Capital Management, LLC	2.210%	2.437%	3,489,331	83,008	2023-12-31
Amvescap Plc.	2.048%	10.075%	3,234,595	296,054	2023-12-31
Akre Capital Management, LLC	1.727%	-0.248%	2,726,695	-6,767	2023-12-31
Morningstar Investment Services LLC	1.721%	95.423%	2,717,326	1,326,840	2023-12-31
Fiduciary Management, Inc. of Milwaukee	1.635%	-7.381%	2,581,533	-205,734	2023-12-31
Turtle Creek Asset Management Inc.	1.616%	3.895%	2,551,822	95,663	2023-12-31
JPMorgan Chase & Co	1.608%	1.856%	2,541,363	46,318	2022-09-30
London Company of Virginia	1.533%	-0.479%	2,421,489	-11,654	2023-12-31
Cooke & Bieler LP	1.485%	3.051%	2,344,650	69,409	2023-12-31
First Pacific Advisors, LP	1.476%	1.220%	2,331,545	28,095	2023-12-31
Wellington Management Company LLP	1.453%	-36.242%	2,293,826	-1,303,888	2023-12-31
Baird Financial Group, Inc.	1.302%	3.819%	2,066,281	75,999	2023-03-31
DF Dent & Co Inc	1.254%	-0.307%	1,983,462	-6,100	2023-03-31
Bank of America Corp	1.224%	-14.509%	1,933,505	-328,141	2022-09-30
Dimensional Fund Advisors, Inc.	1.223%	9.285%	1,930,606	164,024	2023-12-31
Goldman Sachs Group Inc	1.176%	10.532%	1,857,645	177,001	2023-09-30
Nuveen Asset Management, LLC	1.158%	-6.546%	1,829,745	-128,162	2022-09-30

Mutual Fund Ownership

PGI Mid-Cap Equity is the biggest individual fund holder of CarMax Inc (KMX), owning a total of 6.3 million shares. Combined, the top 31 mutual fund holders of KMX own 56.43% of the company with a total of 89.2 million shares.

In the latest ownership report on February 29th 2024, the top 31 fund holders increased their combined ownership of KMX by 94 thousand shares. 5 funds bought 111,498 total additional shares and increased their ownership by an average of 0.74%. However 2 funds sold 17,235 total shares and decreased their ownership by an average of 0.28%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding CarMax increased by a net total of 94,263 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Principal MidCap R5	3.912%	0.000%	6,177,258	0	2024-02-29
Vanguard Total Stock Mkt Idx Inv	3.135%	-0.226%	4,951,506	-11,233	2024-02-29
Diamond Hill Large Cap Equity	3.098%	0.640%	4,891,727	31,129	2024-02-29
Vanguard Institutional 500 Index Trust	2.508%	1.092%	3,960,521	42,780	2024-02-29
Diamond Hill Large Cap Inv	1.862%	0.000%	2,940,309	0	2024-02-29
Vanguard Small Cap Index	1.295%	1.033%	2,044,710	20,898	2024-02-29
SPDR® S&P 500 ETF Trust	1.178%	0.631%	1,859,703	11,656	2024-02-29
Vanguard Mid Cap Index Institutional	1.123%	-0.337%	1,772,862	-6,002	2024-02-29
iShares Core S&P 500 ETF	1.046%	0.306%	1,651,910	5,035	2024-02-29

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
PGI Mid-Cap Equity	4.009%	-1.466%	6,342,409	-94,345	2023-06-30
Principal Aligned MidCap Equity	3.916%	-1.471%	6,184,524	-92,320	2023-12-31
Principal MidCap R5	3.912%	0.000%	6,177,258	0	2024-02-29
Vanguard Total Stock Mkt Idx Inv	3.135%	-0.226%	4,951,506	-11,233	2024-02-29
Diamond Hill Large Cap Equity	3.098%	0.640%	4,891,727	31,129	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.083%	1.807%	4,891,651	86,829	2023-03-31
Vanguard Institutional 500 Index Trust	2.508%	1.092%	3,960,521	42,780	2024-02-29
Vanguard 500 Index Investor	2.410%	0.648%	3,812,536	24,559	2023-08-31
Janus Inst Mid Cap Growth CF	2.207%	0.000%	3,484,996	0	2023-12-31
Janus Henderson Enterprise D	2.207%	0.000%	3,484,996	0	2023-12-31
Diamond Hill Large Cap Inv	1.862%	0.000%	2,940,309	0	2024-02-29
VA CollegeAmerica Amcap 529A	1.738%	0.000%	2,744,401	0	2023-12-31
Capital Group AMCAP Composite	1.738%	0.000%	2,744,401	0	2023-12-31
Akre Focus Instl	1.393%	0.000%	2,200,000	0	2023-10-31
American Funds Growth Fund of Amer A	1.385%	0.000%	2,197,927	0	2023-06-30
Capital Group Growth Fnd of Amer Comp	1.385%	0.000%	2,197,927	0	2023-06-30
Manulife IM US Large Cap Core	1.374%	30.049%	2,171,554	501,755	2022-03-31
JHancock Fundamental Large Cap Core A	1.300%	-1.194%	2,054,446	-24,820	2022-09-30
Vanguard Small Cap Index	1.295%	1.033%	2,044,710	20,898	2024-02-29
Fidelity 500 Index	1.193%	1.034%	1,883,829	19,282	2024-01-31
SPDR® S&P 500 ETF Trust	1.178%	0.631%	1,859,703	11,656	2024-02-29
Fidelity® 500 Index	1.167%	0.640%	1,843,590	11,731	2023-11-30
Vanguard Mid Cap Index Institutional	1.123%	-0.337%	1,772,862	-6,002	2024-02-29
Vanguard Capital Opportunity Inv	1.087%	0.000%	1,716,597	0	2023-12-31
Vanguard Windsor Investor Shares	1.059%	-15.815%	1,675,874	-314,827	2023-03-31
iShares Core S&P 500 ETF	1.046%	0.306%	1,651,910	5,035	2024-02-29
FPA Contrarian Value	0.963%	0.000%	1,521,148	0	2023-12-31
FPA Crescent	0.963%	0.000%	1,521,148	0	2023-12-31
Sequoia	0.921%	-24.230%	1,454,452	-465,101	2023-12-31
Invesco S&P 500® Equal Weight ETF	0.891%	0.000%	1,407,756	0	2023-12-29
Touchstone Mid Cap Y	0.887%	1.816%	1,401,542	24,994	2023-09-30