Zumiez Inc (ZUMZ) Ownership

21.47 ↑0.00 (0.00%)
As of December 31, 1969, 7:00pm 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 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

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc11.491%-2.339%2,199,594-52,6782024-06-30
Dimensional Fund Advisors, Inc.7.540%-8.698%1,443,160-137,4842024-06-30
Massachusetts Financial Services Company7.102%-8.682%1,359,412-129,2432024-06-30
Fund 1 Investments LLC5.141%4,723.640%984,022963,6222024-06-30
Vanguard Group Inc4.918%4.389%941,35539,5812024-06-30
Divisar Capital Management, LLC4.404%-5.531%843,046-49,3632024-06-30
Towle & Co2.968%0.859%568,1204,8362024-06-30
Arnhold & S. Bleichroeder Advisers, LLC2.194%-10.775%420,021-50,7222024-06-30
Charles Schwab Investment Management Inc2.188%-16.322%418,766-81,6852024-06-30
Geode Capital Management, LLC2.024%8.576%387,39430,5972024-06-30
Ameriprise Financial Inc1.999%-0.352%382,567-1,3532024-06-30
D. E. Shaw & Co LP1.956%11.283%374,38137,9572024-06-30
State Street Corp1.820%-13.633%348,378-54,9892024-06-30
Goldman Sachs Group Inc1.722%47.419%329,677106,0452024-06-30
Arrowstreet Capital Limited Partnership1.722%-25.673%329,658-113,8672024-06-30
Jacobs Levy Equity Management, Inc.1.532%24.166%293,22757,0692024-06-30
Morgan Stanley - Brokerage Accounts1.207%-35.069%231,034-124,7782024-06-30
Tieton Capital Management, LLC1.095%1.570%209,6403,2402024-06-30
Hotchkis & Wiley Capital Management LLC0.981%22.435%187,84034,4202024-06-30
Disciplined Growth Investors Inc0.970%0.050%185,693932024-06-30
Royce & Associates, LP0.951%0.000%182,00002024-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc11.491%-2.339%2,199,594-52,6782024-06-30
Thrivent Financial For Lutherans8.716%9.419%1,723,880148,3942023-03-31
Dimensional Fund Advisors, Inc.7.540%-8.698%1,443,160-137,4842024-06-30
Massachusetts Financial Services Company7.102%-8.682%1,359,412-129,2432024-06-30
Fund 1 Investments LLC5.141%4,723.640%984,022963,6222024-06-30
Vanguard Group Inc4.918%4.389%941,35539,5812024-06-30
Divisar Capital Management, LLC4.404%-5.531%843,046-49,3632024-06-30
Towle & Co2.968%0.859%568,1204,8362024-06-30
Fort Washington Investment Advisors Inc2.721%0.000%539,03502023-06-30
Arnhold & S. Bleichroeder Advisers, LLC2.194%-10.775%420,021-50,7222024-06-30
Charles Schwab Investment Management Inc2.188%-16.322%418,766-81,6852024-06-30
JANE STREET GROUP, LLC2.065%2,626.510%418,574403,2222023-12-31
State Street Corporation1.990%3.126%403,36712,2252024-03-31
Geode Capital Management, LLC2.024%8.576%387,39430,5972024-06-30
Ameriprise Financial Inc1.999%-0.352%382,567-1,3532024-06-30
D. E. Shaw & Co LP1.956%11.283%374,38137,9572024-06-30
State Street Corp1.820%-13.633%348,378-54,9892024-06-30
JPMorgan Chase & Co1.672%9.037%330,62227,4032023-03-31
Goldman Sachs Group Inc1.722%47.419%329,677106,0452024-06-30
Arrowstreet Capital Limited Partnership1.722%-25.673%329,658-113,8672024-06-30
Renaissance Technologies Corp1.550%134.856%302,008173,4152022-06-30
Jacobs Levy Equity Management, Inc.1.532%24.166%293,22757,0692024-06-30
Millennium Management LLC1.401%-6.234%284,056-18,8842024-03-31
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
Pacer Advisors, INC.1.222%12.763%241,76127,3632022-12-31
Verition Fund Managegment, LLC1.212%0.000%240,377240,3772023-09-30
Cambria Investment Management, L.P.1.208%10.764%238,84823,2122023-03-31
Morgan Stanley - Brokerage Accounts1.207%-35.069%231,034-124,7782024-06-30
Citadel Advisors Llc1.093%-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
Tieton Capital Management, LLC1.095%1.570%209,6403,2402024-06-30
Hotchkis & Wiley Capital Management LLC0.981%22.435%187,84034,4202024-06-30
Disciplined Growth Investors Inc0.970%0.050%185,693932024-06-30
Royce & Associates, LP0.951%0.000%182,00002024-06-30
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.0.891%0.000%180,69302024-03-31
Nordea Investment Mgmt Bank Demark A/s0.900%-0.007%175,314-132022-12-31
Bridgeway Capital Management, LLC0.851%3.635%172,6566,0562023-12-31
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

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

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Russell 2000 ETF2.237%-0.225%428,104-9662024-10-31
Bridge Builder Small/Mid Cap Value1.204%0.000%230,45002024-10-31
Schwab Fundamental U.S. Small CompanyETF0.846%0.000%161,87402024-10-31
iShares Russell 2000 Value ETF0.828%0.000%158,48102024-10-31
Goldman Sachs Small Cp Val Insghts Instl0.693%0.000%132,67702024-10-31
SPDR® S&P Retail ETF0.677%3.094%129,6363,8912024-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
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
MFS New Discovery Value I3.916%-26.385%749,568-268,6592024-09-30
Fort Washington Small Company Equity2.714%0.000%537,59502023-06-30
Vanguard Total Stock Mkt Idx Inv2.669%0.000%510,78902024-09-30
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
iShares Russell 2000 ETF2.237%-0.225%428,104-9662024-10-31
Thrivent Small Cap Stock1.959%0.000%387,44402023-05-31
First Eagle Small Cap Strategy1.638%89.623%324,052153,1592023-06-30
Schwab Fundamental US Small Company ETF1.508%0.000%306,32202024-05-31
Pacer US Small Cap Cash Cows 100 ETF1.565%0.103%305,0763152023-02-28
DFA US Small Cap Value I1.510%0.000%289,03302024-09-30
First Eagle Small Cap Opportunity I1.501%-7.757%287,260-24,1582024-09-30
First Eagle US Small Cap Strategy1.501%-25.380%287,260-97,7052024-09-30
Vanguard Small Cap Value Index Inv1.436%0.673%279,9701,8722022-11-30
Vanguard Institutional Extnd Mkt Idx Tr1.414%1.693%270,7364,5072024-09-30
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
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
Bridge Builder Small/Mid Cap Value1.204%0.000%230,45002024-10-31
GS Glb Sm Cp CORE Eq Base Inc USD Close1.137%75.582%217,62593,6802024-09-30
Tieton Small Cap Value1.095%1.570%209,6403,2402024-06-30
Vanguard Small Cap Index1.029%-0.368%203,521-7522023-05-31
Columbia Small Cap Value I1.027%3.748%196,5607,1002024-09-30
Columbia Small Cap Value I A1.027%0.872%196,5601,7002024-09-30
BlackRock Advantage Small Cap Core Instl0.994%10.742%190,20118,4502024-09-30
DFA US Micro Cap I0.954%0.000%182,68902024-09-30
DFA US Targeted Value I0.921%0.000%176,33402024-09-30
Thrivent Core Small Cap Value0.859%0.000%170,29702023-04-30
Fidelity Small Cap Index0.873%-2.637%167,093-4,5252024-08-31
Schwab Fundamental U.S. Small CompanyETF0.846%0.000%161,87402024-10-31
iShares Russell 2000 Value ETF0.828%0.000%158,48102024-10-31
Fidelity® Small Cap Index0.756%3.436%149,9504,9812023-09-30
Argenta-Fund Global Thematic R Cap0.705%0.000%139,73402023-10-31
Dimensional US Targeted Value ETF0.663%0.000%134,47902024-07-31
Goldman Sachs Small Cp Val Insghts Instl0.693%0.000%132,67702024-10-31
SPDR® S&P Retail ETF0.677%3.094%129,6363,8912024-10-31
Royce Micro-Cap Invmt0.668%0.000%127,90002024-06-30
DFA US Small Cap I0.645%0.000%123,44702024-07-31

Discussions

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tighttechniq12/26/23 05:40am

$ZUMZ I think I like this stock more everyday

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