Zumiez Inc (ZUMZ) Ownership

17.68 ↑0.29 (1.67%)

As of March 29, 2023, 3:37pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Zumiez Inc (ZUMZ), owning a total of 2.7 million shares. Combined, the top 26 institutional holders of ZUMZ own 74.29% of the company with a total of 14.5 million shares.

In the latest ownership report on December 31st 2022, the top 26 institutional holders increased their combined ownership of ZUMZ by 388 thousand shares. 11 institutions bought 757,539 total additional shares and increased their ownership by an average of 27.82%. However 4 institutions sold 369,612 total shares and decreased their ownership by an average of 5.31%.

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 387,927 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	14.070%	4.794%	2,742,080	125,444	2022-12-31
Dimensional Fund Advisors, Inc.	8.403%	1.746%	1,637,602	28,100	2022-12-31
Massachusetts Financial Services Company	7.408%	2.649%	1,443,769	37,253	2022-12-31
Vanguard Group Inc	7.302%	-20.564%	1,422,991	-368,371	2022-12-31
State Street Corporation	3.779%	4.145%	736,405	29,306	2022-12-31
Divisar Capital Management, LLC	2.618%	68.470%	510,119	207,324	2022-12-31
Fort Washington Investment Advisors Inc	2.455%	18.869%	478,522	75,960	2022-12-31
Charles Schwab Investment Management Inc	1.426%	11.568%	277,998	28,824	2022-12-31
Cambria Investment Management, L.P.	1.106%	18.450%	215,636	33,588	2022-12-31
Royce & Associates, LP	1.030%	45.276%	200,656	62,535	2022-12-31
D. E. Shaw & Co LP	0.971%	110.273%	189,290	99,269	2022-12-31
Disciplined Growth Investors Inc	0.950%	-0.029%	185,134	-53	2022-12-31
Tieton Capital Management, LLC	0.933%	-0.642%	181,775	-1,175	2022-12-31
American Century Companies Inc	0.931%	19.758%	181,447	29,936	2022-12-31
Nordea Investment Mgmt Bank Demark A/s	0.900%	-0.007%	175,314	-13	2022-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	14.070%	4.794%	2,742,080	125,444	2022-12-31
Dimensional Fund Advisors, Inc.	8.403%	1.746%	1,637,602	28,100	2022-12-31
Thrivent Financial For Lutherans	7.514%	54.000%	1,464,359	513,479	2022-09-30
Massachusetts Financial Services Company	7.408%	2.649%	1,443,769	37,253	2022-12-31
Vanguard Group Inc	7.302%	-20.564%	1,422,991	-368,371	2022-12-31
State Street Corporation	3.779%	4.145%	736,405	29,306	2022-12-31
Divisar Capital Management, LLC	2.618%	68.470%	510,119	207,324	2022-12-31
Fort Washington Investment Advisors Inc	2.455%	18.869%	478,522	75,960	2022-12-31
JPMorgan Chase & Co	1.716%	-0.932%	334,444	-3,145	2022-09-30
Renaissance Technologies Corp	1.550%	134.856%	302,008	173,415	2022-06-30
Geode Capital Management, LLC	1.483%	-5.578%	288,984	-17,071	2022-09-30
Northern Trust Corp	1.442%	-1.447%	280,994	-4,126	2022-09-30
Paradigm Capital Management, Inc.	1.428%	-3.469%	278,300	-10,000	2022-06-30
Charles Schwab Investment Management Inc	1.426%	11.568%	277,998	28,824	2022-12-31
Cambria Investment Management, L.P.	1.106%	18.450%	215,636	33,588	2022-12-31
Pacer Advisors, INC.	1.100%	-1.116%	214,398	-2,420	2022-09-30
Arrowstreet Capital Limited Partnership	1.053%	62.863%	205,232	79,217	2022-09-30
Royce & Associates, LP	1.030%	45.276%	200,656	62,535	2022-12-31
D. E. Shaw & Co LP	0.971%	110.273%	189,290	99,269	2022-12-31
Morgan Stanley - Brokerage Accounts	0.965%	-30.028%	188,029	-80,693	2022-09-30
Disciplined Growth Investors Inc	0.950%	-0.029%	185,134	-53	2022-12-31
Tieton Capital Management, LLC	0.933%	-0.642%	181,775	-1,175	2022-12-31
American Century Companies Inc	0.931%	19.758%	181,447	29,936	2022-12-31
Baird Financial Group, Inc.	0.927%	0.001%	180,694	1	2022-09-30
Nordea Investment Mgmt Bank Demark A/s	0.900%	-0.007%	175,314	-13	2022-12-31
Bank of New York Mellon Corp	0.836%	-4.670%	162,702	-7,970	2022-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Zumiez Inc (ZUMZ), owning a total of 1.2 million shares. Combined, the top 22 mutual fund holders of ZUMZ own 46.11% of the company with a total of 9 million shares.

In the latest ownership report on February 28th 2023, the top 22 fund holders increased their combined ownership of ZUMZ by 5 thousand shares. 5 funds bought 8,333 total additional shares and increased their ownership by an average of 0.63%. However 1 funds sold 3,465 total shares and decreased their ownership by an average of 0.95%.

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 4,868 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.183%	0.009%	1,205,035	113	2023-02-28
Vanguard Total Stock Mkt Idx Inv	2.355%	0.000%	459,022	0	2023-02-28
iShares Russell 2000 ETF	1.854%	-0.950%	361,344	-3,465	2023-02-28
Pacer US Small Cap Cash Cows 100 ETF	1.565%	0.103%	305,076	315	2023-02-28
iShares S&P Small-Cap 600 Value ETF	1.439%	0.000%	280,355	0	2023-02-28
Bridge Builder Small/Mid Cap Value	1.408%	2.557%	274,348	6,839	2023-02-28
Cambria Shareholder Yield ETF	1.221%	0.000%	237,915	0	2023-02-28
Vanguard Extended Market Index Investor	1.193%	0.312%	232,464	722	2023-02-28
Vanguard Small Cap Index	1.037%	0.171%	202,081	344	2023-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.183%	0.009%	1,205,035	113	2023-02-28
MFS New Discovery Value I	5.853%	2.111%	1,140,629	23,581	2023-01-31
Thrivent Small Cap Stock A	3.963%	-0.156%	772,360	-1,204	2022-12-31
DFA US Small Cap Value I	2.622%	-1.616%	510,937	-8,391	2023-01-31
Fort Washington Small Company Equity	2.422%	17.582%	472,012	70,580	2022-12-31
Vanguard Total Stock Mkt Idx Inv	2.355%	0.000%	459,022	0	2023-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr	2.355%	0.000%	459,022	0	2022-12-31
Touchstone Small Company A	1.991%	17.784%	388,052	58,590	2022-12-31
Thrivent Small Cap Stock	1.948%	2.178%	379,573	8,092	2022-12-31
iShares Russell 2000 ETF	1.854%	-0.950%	361,344	-3,465	2023-02-28
Pacer US Small Cap Cash Cows 100 ETF	1.565%	0.103%	305,076	315	2023-02-28
iShares S&P Small-Cap 600 Value ETF	1.439%	0.000%	280,355	0	2023-02-28
Vanguard Small Cap Value Index Inv	1.436%	0.673%	279,970	1,872	2022-11-30
Bridge Builder Small/Mid Cap Value	1.408%	2.557%	274,348	6,839	2023-02-28
Swedbank Robur Small Cap USA A	1.283%	0.000%	250,000	0	2022-10-31
Cambria Shareholder Yield ETF	1.221%	0.000%	237,915	0	2023-02-28
Vanguard Extended Market Index Investor	1.193%	0.312%	232,464	722	2023-02-28
DFA US Targeted Value I	1.137%	7.994%	221,556	16,400	2023-01-31
DFA US Micro Cap I	1.038%	0.000%	202,338	0	2023-01-31
Vanguard Small Cap Index	1.037%	0.171%	202,081	344	2023-02-28
Tieton Small Cap Value	0.933%	-0.642%	181,775	-1,175	2022-12-31
Thrivent Core Small Cap Value	0.874%	0.000%	170,297	0	2022-10-31