Zumiez Inc (ZUMZ) Ownership

22.00 ↑0.53 (2.47%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

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 44 institutional holders of ZUMZ own 103.34% of the company with a total of 20 million shares.

In the latest ownership report on June 30th 2024, the top 44 institutional holders increased their combined ownership of ZUMZ by 481 thousand shares. 10 institutions bought 1,277,460 total additional shares and increased their ownership by an average of 484.44%. However 10 institutions sold 796,162 total shares and decreased their ownership by an average of 12.71%.

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 481,298 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	11.491%	-2.339%	2,199,594	-52,678	2024-06-30
Dimensional Fund Advisors, Inc.	7.540%	-8.698%	1,443,160	-137,484	2024-06-30
Massachusetts Financial Services Company	7.102%	-8.682%	1,359,412	-129,243	2024-06-30
Fund 1 Investments LLC	5.141%	4,723.640%	984,022	963,622	2024-06-30
Vanguard Group Inc	4.918%	4.389%	941,355	39,581	2024-06-30
Divisar Capital Management, LLC	4.404%	-5.531%	843,046	-49,363	2024-06-30
Towle & Co	2.968%	0.859%	568,120	4,836	2024-06-30
Arnhold & S. Bleichroeder Advisers, LLC	2.194%	-10.775%	420,021	-50,722	2024-06-30
Charles Schwab Investment Management Inc	2.188%	-16.322%	418,766	-81,685	2024-06-30
Geode Capital Management, LLC	2.024%	8.576%	387,394	30,597	2024-06-30
Ameriprise Financial Inc	1.999%	-0.352%	382,567	-1,353	2024-06-30
D. E. Shaw & Co LP	1.956%	11.283%	374,381	37,957	2024-06-30
State Street Corp	1.820%	-13.633%	348,378	-54,989	2024-06-30
Goldman Sachs Group Inc	1.722%	47.419%	329,677	106,045	2024-06-30
Arrowstreet Capital Limited Partnership	1.722%	-25.673%	329,658	-113,867	2024-06-30
Jacobs Levy Equity Management, Inc.	1.532%	24.166%	293,227	57,069	2024-06-30
Morgan Stanley - Brokerage Accounts	1.207%	-35.069%	231,034	-124,778	2024-06-30
Tieton Capital Management, LLC	1.095%	1.570%	209,640	3,240	2024-06-30
Hotchkis & Wiley Capital Management LLC	0.981%	22.435%	187,840	34,420	2024-06-30
Disciplined Growth Investors Inc	0.970%	0.050%	185,693	93	2024-06-30
Royce & Associates, LP	0.951%	0.000%	182,000	0	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	11.491%	-2.339%	2,199,594	-52,678	2024-06-30
Thrivent Financial For Lutherans	8.716%	9.419%	1,723,880	148,394	2023-03-31
Dimensional Fund Advisors, Inc.	7.540%	-8.698%	1,443,160	-137,484	2024-06-30
Massachusetts Financial Services Company	7.102%	-8.682%	1,359,412	-129,243	2024-06-30
Fund 1 Investments LLC	5.141%	4,723.640%	984,022	963,622	2024-06-30
Vanguard Group Inc	4.918%	4.389%	941,355	39,581	2024-06-30
Divisar Capital Management, LLC	4.404%	-5.531%	843,046	-49,363	2024-06-30
Towle & Co	2.968%	0.859%	568,120	4,836	2024-06-30
Fort Washington Investment Advisors Inc	2.721%	0.000%	539,035	0	2023-06-30
Arnhold & S. Bleichroeder Advisers, LLC	2.194%	-10.775%	420,021	-50,722	2024-06-30
Charles Schwab Investment Management Inc	2.188%	-16.322%	418,766	-81,685	2024-06-30
JANE STREET GROUP, LLC	2.065%	2,626.510%	418,574	403,222	2023-12-31
State Street Corporation	1.990%	3.126%	403,367	12,225	2024-03-31
Geode Capital Management, LLC	2.024%	8.576%	387,394	30,597	2024-06-30
Ameriprise Financial Inc	1.999%	-0.352%	382,567	-1,353	2024-06-30
D. E. Shaw & Co LP	1.956%	11.283%	374,381	37,957	2024-06-30
State Street Corp	1.820%	-13.633%	348,378	-54,989	2024-06-30
JPMorgan Chase & Co	1.672%	9.037%	330,622	27,403	2023-03-31
Goldman Sachs Group Inc	1.722%	47.419%	329,677	106,045	2024-06-30
Arrowstreet Capital Limited Partnership	1.722%	-25.673%	329,658	-113,867	2024-06-30
Renaissance Technologies Corp	1.550%	134.856%	302,008	173,415	2022-06-30
Jacobs Levy Equity Management, Inc.	1.532%	24.166%	293,227	57,069	2024-06-30
Millennium Management LLC	1.401%	-6.234%	284,056	-18,884	2024-03-31
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
Marshall Wace Asset Management Ltd	1.375%	1,571.040%	272,380	256,080	2023-06-30
Pacer Advisors, INC.	1.222%	12.763%	241,761	27,363	2022-12-31
Verition Fund Managegment, LLC	1.212%	0.000%	240,377	240,377	2023-09-30
Cambria Investment Management, L.P.	1.208%	10.764%	238,848	23,212	2023-03-31
Morgan Stanley - Brokerage Accounts	1.207%	-35.069%	231,034	-124,778	2024-06-30
Citadel Advisors Llc	1.093%	-23.557%	221,795	-68,348	2023-09-30
Amvescap Plc.	1.095%	1.304%	216,524	2,787	2023-03-31
Woodline Partners LP	1.064%	5.381%	210,843	10,766	2023-06-30
Tieton Capital Management, LLC	1.095%	1.570%	209,640	3,240	2024-06-30
Hotchkis & Wiley Capital Management LLC	0.981%	22.435%	187,840	34,420	2024-06-30
Disciplined Growth Investors Inc	0.970%	0.050%	185,693	93	2024-06-30
Royce & Associates, LP	0.951%	0.000%	182,000	0	2024-06-30
American Century Companies Inc	0.919%	19.758%	181,447	29,936	2022-12-31
Invenomic Capital Management, LP	0.914%	0.000%	181,108	181,108	2023-06-30
Baird Financial Group, Inc.	0.891%	0.000%	180,693	0	2024-03-31
Nordea Investment Mgmt Bank Demark A/s	0.900%	-0.007%	175,314	-13	2022-12-31
Bridgeway Capital Management, LLC	0.851%	3.635%	172,656	6,056	2023-12-31
Ergoteles LLC	0.852%	0.000%	168,713	168,713	2023-06-30
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 1.1 million shares. Combined, the top 41 mutual fund holders of ZUMZ own 63.15% of the company with a total of 12.3 million shares.

In the latest ownership report on October 31st 2024, the top 41 fund holders increased their combined ownership of ZUMZ by 3 thousand shares. 1 funds bought 3,891 total additional shares and increased their ownership by an average of 3.09%. However 1 funds sold 966 total shares and decreased their ownership by an average of 0.23%.

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 2,925 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Russell 2000 ETF	2.237%	-0.225%	428,104	-966	2024-10-31
Bridge Builder Small/Mid Cap Value	1.204%	0.000%	230,450	0	2024-10-31
Schwab Fundamental U.S. Small CompanyETF	0.846%	0.000%	161,874	0	2024-10-31
iShares Russell 2000 Value ETF	0.828%	0.000%	158,481	0	2024-10-31
Goldman Sachs Small Cp Val Insghts Instl	0.693%	0.000%	132,677	0	2024-10-31
SPDR® S&P Retail ETF	0.677%	3.094%	129,636	3,891	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.707%	0.000%	1,128,757	0	2023-05-31
Thrivent Small Cap Stock A	4.883%	1.219%	965,878	11,633	2023-05-31
MFS New Discovery Value I	3.916%	-26.385%	749,568	-268,659	2024-09-30
Fort Washington Small Company Equity	2.714%	0.000%	537,595	0	2023-06-30
Vanguard Total Stock Mkt Idx Inv	2.669%	0.000%	510,789	0	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.317%	0.000%	459,022	0	2023-03-31
Touchstone Small Company A	2.226%	0.000%	440,855	0	2023-06-30
iShares Russell 2000 ETF	2.237%	-0.225%	428,104	-966	2024-10-31
Thrivent Small Cap Stock	1.959%	0.000%	387,444	0	2023-05-31
First Eagle Small Cap Strategy	1.638%	89.623%	324,052	153,159	2023-06-30
Schwab Fundamental US Small Company ETF	1.508%	0.000%	306,322	0	2024-05-31
Pacer US Small Cap Cash Cows 100 ETF	1.565%	0.103%	305,076	315	2023-02-28
DFA US Small Cap Value I	1.510%	0.000%	289,033	0	2024-09-30
First Eagle Small Cap Opportunity I	1.501%	-7.757%	287,260	-24,158	2024-09-30
First Eagle US Small Cap Strategy	1.501%	-25.380%	287,260	-97,705	2024-09-30
Vanguard Small Cap Value Index Inv	1.436%	0.673%	279,970	1,872	2022-11-30
Vanguard Institutional Extnd Mkt Idx Tr	1.414%	1.693%	270,736	4,507	2024-09-30
Swedbank Robur Small Cap USA A	1.283%	0.000%	250,000	0	2022-10-31
Vanguard Extended Market Index Investor	1.219%	0.000%	241,393	0	2023-08-31
iShares S&P Small-Cap 600 Value ETF	1.180%	-0.090%	233,358	-210	2023-05-31
Cambria Shareholder Yield ETF	1.170%	0.000%	231,384	0	2023-06-23
Bridge Builder Small/Mid Cap Value	1.204%	0.000%	230,450	0	2024-10-31
GS Glb Sm Cp CORE Eq Base Inc USD Close	1.137%	75.582%	217,625	93,680	2024-09-30
Tieton Small Cap Value	1.095%	1.570%	209,640	3,240	2024-06-30
Vanguard Small Cap Index	1.029%	-0.368%	203,521	-752	2023-05-31
Columbia Small Cap Value I	1.027%	3.748%	196,560	7,100	2024-09-30
Columbia Small Cap Value I A	1.027%	0.872%	196,560	1,700	2024-09-30
BlackRock Advantage Small Cap Core Instl	0.994%	10.742%	190,201	18,450	2024-09-30
DFA US Micro Cap I	0.954%	0.000%	182,689	0	2024-09-30
DFA US Targeted Value I	0.921%	0.000%	176,334	0	2024-09-30
Thrivent Core Small Cap Value	0.859%	0.000%	170,297	0	2023-04-30
Fidelity Small Cap Index	0.873%	-2.637%	167,093	-4,525	2024-08-31
Schwab Fundamental U.S. Small CompanyETF	0.846%	0.000%	161,874	0	2024-10-31
iShares Russell 2000 Value ETF	0.828%	0.000%	158,481	0	2024-10-31
Fidelity® Small Cap Index	0.756%	3.436%	149,950	4,981	2023-09-30
Argenta-Fund Global Thematic R Cap	0.705%	0.000%	139,734	0	2023-10-31
Dimensional US Targeted Value ETF	0.663%	0.000%	134,479	0	2024-07-31
Goldman Sachs Small Cp Val Insghts Instl	0.693%	0.000%	132,677	0	2024-10-31
SPDR® S&P Retail ETF	0.677%	3.094%	129,636	3,891	2024-10-31
Royce Micro-Cap Invmt	0.668%	0.000%	127,900	0	2024-06-30
DFA US Small Cap I	0.645%	0.000%	123,447	0	2024-07-31