Zumiez Inc (ZUMZ) Ownership

14.80 ↑0.34 (2.35%)
As of March 27, 2024, 3:59pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Zumiez Inc (ZUMZ), owning a total of 2.2 million shares. Combined, the top 39 institutional holders of ZUMZ own 92.30% of the company with a total of 18.3 million shares.

In the latest ownership report on December 31st 2023, the top 39 institutional holders increased their combined ownership of ZUMZ by 472 thousand shares. 10 institutions bought 737,271 total additional shares and increased their ownership by an average of 37.24%. However 7 institutions sold 264,927 total shares and decreased their ownership by an average of 8.84%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Zumiez increased by a net total of 472,344 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc11.261%3.040%2,233,45765,8882023-12-31
Dimensional Fund Advisors, Inc.8.095%3.187%1,605,55149,5812023-12-31
Massachusetts Financial Services Company7.534%-0.279%1,494,206-4,1832023-12-31
Vanguard Group Inc4.445%2.474%881,67521,2862023-12-31
Towle & Co2.914%-11.440%577,990-74,6602023-12-31
Arrowstreet Capital Limited Partnership2.322%-5.599%460,611-27,3192023-12-31
Charles Schwab Investment Management Inc2.308%9.436%457,78039,4702023-12-31
Goldman Sachs Group Inc2.140%234.530%424,522297,6212023-12-31
Arnhold & S. Bleichroeder Advisers, LLC2.123%15.775%421,04357,3682023-12-31
State Street Corporation1.972%3.561%391,14213,4512023-12-31
Fund 1 Investments LLC1.816%-21.290%360,148-97,4142023-12-31
Ameriprise Financial Inc1.800%25.017%356,93471,4252023-12-31
Geode Capital Management, LLC1.767%4.944%350,54516,5142023-12-31
Millennium Management LLC1.527%-10.295%302,940-34,7672023-12-31
Morgan Stanley - Brokerage Accounts1.277%70.393%253,356104,6672023-12-31
Royce & Associates, LP0.953%-10.360%189,001-21,8432023-12-31
Baird Financial Group, Inc.0.911%0.000%180,69302023-12-31
Disciplined Growth Investors Inc0.878%-2.652%174,050-4,7412023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc11.261%3.040%2,233,45765,8882023-12-31
Thrivent Financial For Lutherans8.716%9.419%1,723,880148,3942023-03-31
Dimensional Fund Advisors, Inc.8.095%3.187%1,605,55149,5812023-12-31
Massachusetts Financial Services Company7.534%-0.279%1,494,206-4,1832023-12-31
Vanguard Group Inc4.445%2.474%881,67521,2862023-12-31
Divisar Capital Management, LLC3.883%4.053%770,11930,0002023-09-30
Towle & Co2.914%-11.440%577,990-74,6602023-12-31
Fort Washington Investment Advisors Inc2.721%0.000%539,03502023-06-30
Arrowstreet Capital Limited Partnership2.322%-5.599%460,611-27,3192023-12-31
Charles Schwab Investment Management Inc2.308%9.436%457,78039,4702023-12-31
Goldman Sachs Group Inc2.140%234.530%424,522297,6212023-12-31
Arnhold & S. Bleichroeder Advisers, LLC2.123%15.775%421,04357,3682023-12-31
State Street Corporation1.972%3.561%391,14213,4512023-12-31
Fund 1 Investments LLC1.816%-21.290%360,148-97,4142023-12-31
Ameriprise Financial Inc1.800%25.017%356,93471,4252023-12-31
Geode Capital Management, LLC1.767%4.944%350,54516,5142023-12-31
JPMorgan Chase & Co1.672%9.037%330,62227,4032023-03-31
Millennium Management LLC1.527%-10.295%302,940-34,7672023-12-31
Renaissance Technologies Corp1.550%134.856%302,008173,4152022-06-30
Northern Trust Corp1.442%-1.447%280,994-4,1262022-09-30
Paradigm Capital Management, Inc.1.428%-3.469%278,300-10,0002022-06-30
Marshall Wace Asset Management Ltd1.375%1,571.040%272,380256,0802023-06-30
Morgan Stanley - Brokerage Accounts1.277%70.393%253,356104,6672023-12-31
Pacer Advisors, INC.1.222%12.763%241,76127,3632022-12-31
Verition Fund Managegment, LLC1.212%0.000%240,377240,3772023-09-30
D. E. Shaw & Co LP1.209%-12.210%239,834-33,3552023-09-30
Cambria Investment Management, L.P.1.208%10.764%238,84823,2122023-03-31
Citadel Advisors Llc1.118%-23.557%221,795-68,3482023-09-30
Amvescap Plc.1.095%1.304%216,5242,7872023-03-31
Woodline Partners LP1.064%5.381%210,84310,7662023-06-30
Royce & Associates, LP0.953%-10.360%189,001-21,8432023-12-31
Tieton Capital Management, LLC0.920%-0.642%181,775-1,1752022-12-31
American Century Companies Inc0.919%19.758%181,44729,9362022-12-31
Invenomic Capital Management, LP0.914%0.000%181,108181,1082023-06-30
Baird Financial Group, Inc.0.911%0.000%180,69302023-12-31
Nordea Investment Mgmt Bank Demark A/s0.900%-0.007%175,314-132022-12-31
Disciplined Growth Investors Inc0.878%-2.652%174,050-4,7412023-12-31
Ergoteles LLC0.852%0.000%168,713168,7132023-06-30
Bank of New York Mellon Corp0.836%-4.670%162,702-7,9702022-09-30

Mutual Fund Ownership

MFS New Discovery Value I is the biggest individual fund holder of Zumiez Inc (ZUMZ), owning a total of 1.2 million shares. Combined, the top 37 mutual fund holders of ZUMZ own 62.50% of the company with a total of 12.4 million shares.

In the latest ownership report on February 29th 2024, the top 37 fund holders increased their combined ownership of ZUMZ by 6 thousand shares. 3 funds bought 7,573 total additional shares and increased their ownership by an average of 0.63%. However 3 funds sold 1,969 total shares and decreased their ownership by an average of 0.34%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Zumiez increased by a net total of 5,604 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.314%0.000%459,02202024-02-29
First Eagle Small Cap Opportunity I2.124%1.629%421,2646,7532024-02-29
iShares Russell 2000 ETF1.965%-0.016%389,743-642024-02-29
Bridge Builder Small/Mid Cap Value1.614%0.227%320,0727252024-02-29
Schwab Fundamental US Small Company ETF1.382%0.035%273,985952024-02-29
Vanguard Institutional Extnd Mkt Idx Tr1.215%-0.209%240,930-5052024-02-29
Columbia Small Cap Value I A0.893%-0.785%177,060-1,4002024-02-29
Dimensional US Targeted Value ETF0.740%0.000%146,71702024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
MFS New Discovery Value I5.901%0.588%1,170,2386,8362024-01-31
iShares Core S&P Small-Cap ETF5.707%0.000%1,128,75702023-05-31
Thrivent Small Cap Stock A4.883%1.219%965,87811,6332023-05-31
Fort Washington Small Company Equity2.714%0.000%537,59502023-06-30
Vanguard Total Stock Mkt Idx Inv2.314%0.000%459,02202024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr2.317%0.000%459,02202023-03-31
Touchstone Small Company A2.226%0.000%440,85502023-06-30
DFA US Small Cap Value I2.206%-2.260%437,492-10,1172024-01-31
First Eagle Small Cap Opportunity I2.124%1.629%421,2646,7532024-02-29
First Eagle US Small Cap Strategy1.968%15.625%390,25952,7392023-12-31
iShares Russell 2000 ETF1.965%-0.016%389,743-642024-02-29
Thrivent Small Cap Stock1.959%0.000%387,44402023-05-31
First Eagle Small Cap Strategy1.638%89.623%324,052153,1592023-06-30
Bridge Builder Small/Mid Cap Value1.614%0.227%320,0727252024-02-29
Pacer US Small Cap Cash Cows 100 ETF1.565%0.103%305,0763152023-02-28
Vanguard Small Cap Value Index Inv1.436%0.673%279,9701,8722022-11-30
Schwab Fundamental US Small Company ETF1.382%0.035%273,985952024-02-29
Swedbank Robur Small Cap USA A1.283%0.000%250,00002022-10-31
Vanguard Extended Market Index Investor1.219%0.000%241,39302023-08-31
Vanguard Institutional Extnd Mkt Idx Tr1.215%-0.209%240,930-5052024-02-29
iShares S&P Small-Cap 600 Value ETF1.180%-0.090%233,358-2102023-05-31
Cambria Shareholder Yield ETF1.170%0.000%231,38402023-06-23
DFA US Targeted Value I1.084%0.000%214,93102024-01-31
Vanguard Small Cap Index1.029%-0.368%203,521-7522023-05-31
DFA US Micro Cap I1.020%0.000%202,33802024-01-31
Columbia Small Cap Value I0.894%1.141%177,2602,0002023-12-31
Columbia Small Cap Value I A0.893%-0.785%177,060-1,4002024-02-29
BlackRock Advantage Small Cap Core Instl0.871%0.000%172,65802024-01-31
Thrivent Core Small Cap Value0.859%0.000%170,29702023-04-30
Fidelity Small Cap Index0.796%-3.776%157,837-6,1932023-12-31
Tieton Small Cap Value0.786%-0.029%155,855-452023-12-31
iShares Russell 2000 Value ETF0.771%0.127%152,9001942024-02-01
Fidelity® Small Cap Index0.756%3.436%149,9504,9812023-09-30
Dimensional US Targeted Value ETF0.740%0.000%146,71702024-02-29
Argenta-Fund Global Thematic R Cap0.705%0.000%139,73402023-10-31
DFA US Small Cap I0.673%0.000%133,53602024-01-31
Royce Micro-Cap Invmt0.645%0.000%127,90002023-12-31

Discussions

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tighttechniq

$ZUMZ I think I like this stock more everyday

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gangganggang

$ZUMZ when this finally break out we could see huge upside

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