Rush Enterprises A Inc (RUSHA) Ownership

40.93 ↑1.26 (3.18%)

As of December 1, 2023, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Rush Enterprises A Inc (RUSHA), owning a total of 6.9 million shares. Combined, the top 32 institutional holders of RUSHA own 63.85% of the company with a total of 48 million shares.

In the latest ownership report on September 30th 2023, the top 32 institutional holders decreased their combined ownership of RUSHA by 77 thousand shares. 5 institutions bought 151,382 total additional shares and increased their ownership by an average of 4.24%. However 6 institutions sold 228,651 total shares and decreased their ownership by an average of 1.67%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Rush Enterprises A decreased by a net total of -77,269 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	8.700%	-0.657%	6,915,478	-45,706	2023-09-30
Wellington Management Company LLP	7.791%	-0.560%	6,193,077	-34,851	2023-09-30
Dimensional Fund Advisors, Inc.	5.955%	0.591%	4,733,513	27,790	2023-09-30
T. Rowe Price Investment Management,Inc.	3.480%	-4.191%	2,766,380	-121,008	2023-09-30
State Street Corporation	1.746%	0.253%	1,387,877	3,498	2023-09-30
Cooke & Bieler LP	1.430%	0.752%	1,136,863	8,488	2023-09-30
Northern Trust Corp	0.970%	-0.648%	770,756	-5,023	2023-09-30
Vaughan Nelson Scarbrgh & Mccullough LP	0.949%	2.397%	754,152	17,650	2023-09-30
Beck, Mack & Oliver LLC	0.804%	17.224%	639,441	93,956	2023-09-30
Newsouth Capital Management Inc	0.736%	-0.786%	584,815	-4,634	2023-09-30
Bank of New York Mellon Corp	0.673%	-3.154%	535,192	-17,429	2023-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.700%	-0.657%	6,915,478	-45,706	2023-09-30
Wellington Management Company LLP	7.791%	-0.560%	6,193,077	-34,851	2023-09-30
Dimensional Fund Advisors, Inc.	5.955%	0.591%	4,733,513	27,790	2023-09-30
BlackRock Inc	5.660%	-11.995%	4,499,330	-613,278	2023-06-30
T. Rowe Price Investment Management,Inc.	3.480%	-4.191%	2,766,380	-121,008	2023-09-30
FMR Inc	2.971%	-49.549%	2,361,303	-2,319,043	2023-06-30
T. Rowe Price Associates, Inc.	3.495%	-6.758%	1,902,363	-137,880	2022-06-30
JPMorgan Chase & Co	2.248%	10.805%	1,786,738	174,237	2023-06-30
Millennium Management LLC	2.144%	24.330%	1,704,489	333,554	2023-06-30
State Street Corporation	1.746%	0.253%	1,387,877	3,498	2023-09-30
Cooke & Bieler LP	1.430%	0.752%	1,136,863	8,488	2023-09-30
Principal Financial Group Inc	2.028%	-2.779%	1,104,343	-31,567	2022-12-31
Geode Capital Management, LLC	1.226%	2.383%	974,891	22,688	2023-06-30
BMO Capital Markets Corp.	0.976%	0.000%	776,148	776,148	2023-06-30
Bank of Montreal	0.976%	0.000%	776,148	776,148	2023-06-30
Northern Trust Corp	0.970%	-0.648%	770,756	-5,023	2023-09-30
Vaughan Nelson Scarbrgh & Mccullough LP	0.949%	2.397%	754,152	17,650	2023-09-30
Beck, Mack & Oliver LLC	0.804%	17.224%	639,441	93,956	2023-09-30
Charles Schwab Investment Management Inc	0.798%	0.622%	634,613	3,923	2023-06-30
Envestnet Asset Management Inc	0.781%	831.581%	630,820	563,105	2023-03-31
Goldman Sachs Group Inc	0.755%	52.735%	599,860	207,114	2023-06-30
Nuveen Asset Management, LLC	0.740%	-1.929%	588,411	-11,572	2023-06-30
Newsouth Capital Management Inc	0.736%	-0.786%	584,815	-4,634	2023-09-30
Bank of New York Mellon Corp	0.673%	-3.154%	535,192	-17,429	2023-09-30
Wasatch Advisors Inc.	0.956%	-0.069%	520,252	-360	2022-09-30
Thrivent Financial For Lutherans	0.818%	-0.180%	445,431	-804	2022-06-30
Acadian Asset Management LLC	0.803%	-27.896%	436,450	-168,855	2022-09-30
NORGES BANK	0.765%	-10.785%	412,307	-49,841	2022-12-31
Deutsche Bank AG	0.467%	3.821%	377,180	13,880	2023-06-30
Lord, Abbett & Co LLC	0.678%	-13.305%	369,324	-56,678	2022-09-30
Bank of America Corp	0.677%	-9.336%	364,428	-37,528	2023-03-31
Schonfeld Strategic Advisors LLC	0.654%	97.546%	356,225	175,900	2022-12-31

Mutual Fund Ownership

Vanguard Explorer Inv is the biggest individual fund holder of Rush Enterprises A Inc (RUSHA), owning a total of 2.5 million shares. Combined, the top 25 mutual fund holders of RUSHA own 29.55% of the company with a total of 23.2 million shares.

In the latest ownership report on October 31st 2023, the top 25 fund holders increased their combined ownership of RUSHA by 33 thousand shares. 5 funds bought 37,358 total additional shares and increased their ownership by an average of 0.62%. However 2 funds sold 4,733 total shares and decreased their ownership by an average of 0.22%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Rush Enterprises A increased by a net total of 32,625 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	2.330%	0.274%	1,851,698	5,054	2023-10-31
Vanguard Small Cap Index	2.141%	0.382%	1,701,500	6,480	2023-10-31
iShares Russell 2000 ETF	1.798%	1.004%	1,429,052	14,210	2023-10-31
Vanguard Small Cap Value Index Inv	1.434%	-0.382%	1,139,600	-4,365	2023-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.028%	1.418%	817,196	11,423	2023-10-31
iShares Russell 2000 Value ETF	0.712%	-0.065%	565,957	-368	2023-10-31
Dimensional US Targeted Value ETF	0.631%	0.038%	501,296	191	2023-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Explorer Inv	3.206%	-0.951%	2,548,350	-24,476	2023-09-30
Vanguard Total Stock Mkt Idx Inv	2.330%	0.274%	1,851,698	5,054	2023-10-31
Vanguard Small Cap Index	2.141%	0.382%	1,701,500	6,480	2023-10-31
iShares Russell 2000 ETF	1.798%	1.004%	1,429,052	14,210	2023-10-31
DFA US Small Cap Value I	1.791%	0.000%	1,423,809	0	2023-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	1.527%	0.466%	1,214,085	5,627	2023-03-31
Fidelity® Series Small Cap Opps	1.465%	0.000%	1,164,451	0	2023-08-31
Vanguard Small Cap Value Index Inv	1.434%	-0.382%	1,139,600	-4,365	2023-10-31
JPMorgan Small Cap Growth A	1.053%	0.000%	837,171	0	2023-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.028%	1.418%	817,196	11,423	2023-10-31
Vanguard Extended Market Index Investor	0.978%	0.011%	789,404	88	2023-08-31
T. Rowe Price US Small-Cap Core Equity	0.991%	-8.791%	787,465	-75,900	2023-09-30
T. Rowe Price Small-Cap Stock	0.991%	-8.791%	787,465	-75,900	2023-09-30
T. Rowe Price Small-Cap Value	0.878%	-0.086%	698,013	-600	2023-09-30
Vanguard Strategic Equity Inv	0.869%	-2.785%	690,458	-19,778	2023-09-30
Fidelity® Small Cap Index	0.829%	3.255%	658,834	20,766	2023-08-31
Fidelity® Stock Selector Small Cap	0.741%	2.398%	589,332	13,800	2023-08-31
Fidelity Global Value Growth Eq MF	1.072%	0.000%	583,500	583,500	2022-02-21
Fidelity Advisor® Small Cap I	0.716%	0.000%	568,791	0	2023-08-31
iShares Russell 2000 Value ETF	0.712%	-0.065%	565,957	-368	2023-10-31
BlackRock Advantage Small Cap Core Instl	0.661%	-17.556%	525,620	-111,928	2023-09-30
Dimensional US Targeted Value ETF	0.631%	0.038%	501,296	191	2023-10-31
DFA US Small Cap I	0.624%	0.000%	495,664	0	2023-09-30
DFA US Targeted Value I	0.610%	0.000%	488,595	0	2023-08-31
Schwab Fundamental US Small Company ETF	0.476%	0.149%	384,707	572	2023-09-29