Coffee Holding Co Inc (JVA) Ownership

3.55 ↓0.20 (-5.33%)

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

Institutions
Mutual Funds

Institutional Ownership

Renaissance Technologies Corp is the biggest individual institutional holder of Coffee Holding Co Inc (JVA), owning a total of 382 thousand shares. Combined, the top 42 institutional holders of JVA own 18.81% of the company with a total of 1.1 million shares.

In the latest ownership report on December 31st 2024, the top 42 institutional holders increased their combined ownership of JVA by 231 thousand shares. 11 institutions bought 260,658 total additional shares and increased their ownership by an average of 27.87%. However 4 institutions sold 29,222 total shares and decreased their ownership by an average of 15.61%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Coffee Holding Co increased by a net total of 231,436 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Renaissance Technologies Corp	6.691%	15.935%	381,964	52,500	2024-12-31
Vanguard Group Inc	2.756%	0.000%	157,324	0	2024-12-31
Quinn Opportunity Partners LLC	0.972%	37.058%	55,477	15,000	2024-12-31
Royal Bank of Canada	0.911%	0.000%	52,000	52,000	2024-12-31
Geode Capital Management, LLC	0.892%	-0.422%	50,916	-216	2024-12-31
Sheaff Brock Investment Advisors, LLC	0.613%	0.000%	35,000	35,000	2024-12-31
Dimensional Fund Advisors, Inc.	0.565%	153.142%	32,263	19,518	2024-12-31
Advisor Group Holdings, Inc.	0.542%	-0.242%	30,950	-75	2024-12-31
Goldman Sachs Group Inc	0.480%	0.000%	27,408	27,408	2024-12-31
Bridgeway Capital Management, LLC	0.373%	0.000%	21,316	21,316	2024-12-31
Empowered Funds, LLC	0.356%	0.000%	20,316	20,316	2024-12-31
Citadel Advisors Llc	0.355%	-58.763%	20,271	-28,886	2024-12-31
CapTrust Financial Advisors	0.269%	0.000%	15,374	0	2024-12-31
UBS Group AG	0.185%	100.455%	10,564	5,294	2024-12-31
Citigroup Inc	0.181%	0.000%	10,304	10,304	2024-12-31
Integrated Wealth Concepts LLC	0.175%	0.000%	10,000	0	2024-12-31
U.S. Bancorp	0.105%	0.000%	6,000	0	2024-12-31
SBI Securities Co Ltd	0.035%	0.000%	2,002	2,002	2024-12-31
Investors Research Corporation	0.035%	0.000%	2,000	0	2024-12-31
Tower Research Capital LLC	0.026%	-3.004%	1,453	-45	2024-12-31
Morgan Stanley - Brokerage Accounts	0.024%	0.000%	1,384	0	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Renaissance Technologies Corp	6.691%	15.935%	381,964	52,500	2024-12-31
Vanguard Group Inc	2.756%	0.000%	157,324	0	2024-12-31
Quinn Opportunity Partners LLC	0.972%	37.058%	55,477	15,000	2024-12-31
Royal Bank of Canada	0.911%	0.000%	52,000	52,000	2024-12-31
Geode Capital Management, LLC	0.892%	-0.422%	50,916	-216	2024-12-31
Sheaff Brock Investment Advisors, LLC	0.613%	0.000%	35,000	35,000	2024-12-31
Dimensional Fund Advisors, Inc.	0.565%	153.142%	32,263	19,518	2024-12-31
Millennium Management LLC	0.558%	0.000%	31,836	31,836	2024-09-30
Advisor Group Holdings, Inc.	0.542%	-0.242%	30,950	-75	2024-12-31
Goldman Sachs Group Inc	0.480%	0.000%	27,408	27,408	2024-12-31
Bridgeway Capital Management, LLC	0.373%	0.000%	21,316	21,316	2024-12-31
Empowered Funds, LLC	0.356%	0.000%	20,316	20,316	2024-12-31
Citadel Advisors Llc	0.355%	-58.763%	20,271	-28,886	2024-12-31
James Investment Research, Inc.	0.332%	0.000%	18,939	0	2022-09-30
HRT FINANCIAL LLC	0.281%	0.000%	16,053	16,053	2023-06-30
CapTrust Financial Advisors	0.269%	0.000%	15,374	0	2024-12-31
Northern Trust Corp	0.251%	0.000%	14,324	0	2024-09-30
UBS Group AG	0.185%	100.455%	10,564	5,294	2024-12-31
XTX Topco Ltd	0.184%	0.000%	10,519	10,519	2024-09-30
Susquehanna International Group, LLP	0.184%	0.000%	10,487	10,487	2024-09-30
Citigroup Inc	0.181%	0.000%	10,304	10,304	2024-12-31
Mariner Wealth Advisors, LLC	0.175%	0.000%	10,000	0	2024-06-30
Mariner Wealth Advisors LLC	0.175%	0.000%	10,000	0	2024-06-30
Integrated Wealth Concepts LLC	0.175%	0.000%	10,000	0	2024-12-31
Earnest Partners LLC	0.117%	0.000%	6,656	0	2023-09-30
U.S. Bancorp	0.105%	0.000%	6,000	0	2024-12-31
SBI Securities Co Ltd	0.035%	0.000%	2,002	2,002	2024-12-31
Investors Research Corporation	0.035%	0.000%	2,000	0	2024-12-31
Tower Research Capital LLC	0.026%	-3.004%	1,453	-45	2024-12-31
Morgan Stanley - Brokerage Accounts	0.024%	0.000%	1,384	0	2024-12-31
HARBOUR INVESTMENTS, INC.	0.007%	0.000%	425	0	2024-09-30
Goss Wealth Management LLC	0.003%	-99.102%	170	-18,769	2022-12-31
Focused Wealth Strategies, INC.	0.002%	0.000%	100	0	2023-09-30
JPMorgan Chase & Co	0.002%	0.000%	100	0	2024-09-30
Bank of America Corp	0.001%	0.000%	41	41	2024-06-30
Founders Capital Management Inc	0.000%	-100.000%	0	-6,000	2023-12-31
Raymond James & Associates	0.000%	-100.000%	0	-24,000	2024-03-31
JANE STREET GROUP, LLC	0.000%	-100.000%	0	-11,774	2023-09-30
Aristides Capital LLC	0.000%	-100.000%	0	-34,920	2023-12-31
Ancora Advisors LLC	0.000%	-100.000%	0	-164,097	2023-12-31
Virtu Financial LLC	0.000%	-100.000%	0	-15,074	2024-06-30
Wells Fargo & Co	0.000%	-100.000%	0	-39	2024-06-30

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of Coffee Holding Co Inc (JVA), owning a total of 223 thousand shares. Combined, the top 53 mutual fund holders of JVA own 19.50% of the company with a total of 1.1 million shares.

In the latest ownership report on March 31st 2025, the top 53 fund holders increased their combined ownership of JVA by 34 thousand shares. 4 funds bought 107,029 total additional shares and increased their ownership by an average of 45.33%. However 1 funds sold 72,737 total shares and decreased their ownership by an average of 46.23%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Coffee Holding Co increased by a net total of 34,292 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
IMC US Ultra Micro Cap	1.802%	0.000%	102,850	102,850	2025-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.482%	-46.234%	84,587	-72,737	2025-03-31
EA Bridgeway Omni Small-Cap Value ETF	0.392%	0.175%	22,369	39	2025-03-31
Dimensional US Targeted Value ETF	0.176%	0.000%	10,071	0	2025-03-31
NT Ext Equity Mkt Idx Fd - L	0.123%	89.863%	7,042	3,333	2025-03-31
Dimensional US Small Cap Value ETF	0.094%	0.000%	5,353	0	2025-03-31
Dimensional US Core Equity 2 ETF	0.068%	0.000%	3,887	0	2025-03-31
Dimensional US Sustainability Core 1 ETF	0.054%	0.000%	3,071	0	2025-03-31
NT Ext Eq Mkt Indx Fd DC Lending Tier 5	0.030%	91.290%	1,691	807	2025-03-31
Dimensional US Core Equity 1 ETF	0.024%	0.000%	1,380	0	2025-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	3.902%	0.000%	222,735	0	2023-03-31
Vanguard Total Stock Mkt Idx Inv	2.660%	-4.340%	151,823	-6,888	2023-10-31
Ancora Micro Cap	2.106%	-12.264%	120,240	-16,807	2023-09-30
IMC US Ultra Micro Cap	1.802%	0.000%	102,850	102,850	2025-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.482%	-46.234%	84,587	-72,737	2025-03-31
RBC Microcap Value I	0.911%	0.000%	52,000	52,000	2024-12-31
Ancora MicroCap I	0.838%	-11.938%	47,825	-6,483	2023-09-30
Vanguard Extended Market Index Investor	0.776%	0.000%	44,321	0	2023-08-31
Fidelity Extended Market Index	0.494%	-0.634%	28,218	-180	2025-02-28
Fidelity® Extended Market Index	0.442%	0.000%	25,229	0	2023-11-30
PSM Macro Strategy	0.427%	-27.023%	24,370	-9,024	2023-03-31
EA Bridgeway Omni Small-Cap Value ETF	0.392%	0.175%	22,369	39	2025-03-31
PSM Growth UI	0.376%	0.000%	21,471	0	2025-01-31
DFA US Small Cap I	0.375%	0.000%	21,395	0	2023-04-30
PSM Value Strategy UI	0.350%	0.000%	20,000	0	2023-03-31
Fidelity® Total Market Index	0.182%	0.000%	10,373	0	2023-11-30
Fidelity Total Market Index	0.181%	0.000%	10,309	0	2025-02-28
Dimensional US Targeted Value ETF	0.176%	0.000%	10,071	0	2025-03-31
Bridgeway Omni Tax-Managed Sm-Cp Val N	0.175%	0.000%	10,000	0	2022-12-31
DFA US Targeted Value I	0.133%	32.067%	7,578	1,840	2025-02-28
NT Ext Equity Mkt Idx Fd - L	0.123%	89.863%	7,042	3,333	2025-03-31
Fidelity Series Total Market Index	0.118%	0.000%	6,707	0	2025-02-28
Dimensional US Small Cap Value ETF	0.094%	0.000%	5,353	0	2025-03-31
Spartan Extended Market Index Pool E	0.086%	3.831%	4,879	180	2025-02-28
Spartan Extended Market Index Pool F	0.086%	3.831%	4,879	180	2025-02-28
Fidelity® Series Total Market Index	0.076%	0.000%	4,336	0	2023-11-30
BNYM Mellon SL Market Completion UC1	0.072%	0.097%	4,116	4	2024-09-30
Dimensional US Core Equity 2 ETF	0.068%	0.000%	3,887	0	2025-03-31
Northern Trust Extended Eq Market Idx	0.065%	0.000%	3,709	0	2024-12-31
DFA US Core Equity Class F	0.063%	0.000%	3,594	3,594	2025-01-31
DFA US Core Equity 2 I	0.063%	0.000%	3,583	0	2025-02-28
DFA US Sustainability Core 1	0.055%	0.000%	3,144	0	2025-02-28
Dimensional US Sustainability Core 1 ETF	0.054%	0.000%	3,071	0	2025-03-31
NT Ext Eq Mkt Indx Fd DC Lending Tier 5	0.030%	91.290%	1,691	807	2025-03-31
Dimensional US Core Equity 1 ETF	0.024%	0.000%	1,380	0	2025-03-31
NT Ext Equity Mkt Idx Fd - NL	0.024%	-86.399%	1,365	-8,671	2024-12-31
AZL® DFA US Small Cap	0.023%	0.000%	1,318	0	2023-09-30
DFA US Micro Cap I	0.023%	-95.842%	1,314	-30,288	2023-10-31
Vanguard Balanced Index Inv	0.021%	-63.080%	1,177	-2,011	2023-10-31
NT Ext Equity Mkt Idx Fd - DC - NL - T2	0.019%	-86.619%	1,082	-7,004	2024-12-31
State St US Extended Mkt Indx NL Cl C	0.018%	0.000%	1,009	0	2024-12-31
SSgA U.S. Extended Market Index Class I	0.018%	0.000%	1,009	0	2023-12-31
Bridgeway Omni Small-Cap Value	0.018%	0.000%	1,000	0	2024-09-30
Bridgeway Omni Small-Cap Value N	0.018%	0.000%	1,000	0	2024-09-30
BNYM Mellon SL Mkt Completion Fd	0.014%	-1.595%	802	-13	2023-12-31
Spartan Total Market Index Pool E	0.014%	4.762%	770	35	2024-10-31
NT US Market Cap Idx Fd - L	0.010%	0.000%	579	0	2023-12-31
Northern Trust Wilshire 5000	0.010%	0.000%	579	0	2024-09-30
SSgA U.S. Total Market Index Strategy	0.007%	42.268%	414	123	2024-06-30
BNYM Mellon NSL Mkt Completion Fund Inst	0.007%	0.000%	374	0	2024-06-30
BNYM Mellon NSL Mkt Completion Fd Instl	0.007%	0.000%	374	0	2023-12-31
Acclivity Small Cap Value I	0.001%	0.000%	51	0	2023-09-30
Fidelity U.S. Equity Index Ins Trust	0.000%	0.000%	4	0	2024-06-30