Farmer Bros. Co. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 22NW, LP | 11/14/2025 | 1.96 M | $3.34 M | 0.00% | 9.07% |
| JCP INVESTMENT MANAGEMENT, LLC | 11/14/2025 | 992.83 K | $1.70 M | 0.00% | 4.61% |
| VANGUARD GROUP INC | 11/07/2025 | 813.36 K | $1.39 M | -1.37% | 3.77% |
| GAMCO INVESTORS, INC. ET AL | 11/12/2025 | 779.50 K | $1.33 M | 0.13% | 3.62% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 755.58 K | $1.29 M | 4.02% | 3.51% |
| 11/12/2025 | 313.81 K | $536.61 K | 100.00% | 1.46% | |
| GABELLI FUNDS LLC | 11/12/2025 | 274.50 K | $469.40 K | 0.73% | 1.27% |
| BLACKROCK, INC. | 11/12/2025 | 235.28 K | $402.32 K | 0.49% | 1.09% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 230.08 K | $393.46 K | -27.33% | 1.07% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 221.75 K | $379.29 K | -5.30% | 1.03% |
| SANDERS MORRIS HARRIS LLC | 10/07/2025 | 218.24 K | $373.19 K | 43.54% | 1.01% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 11/13/2025 | 203.00 K | $347.13 K | 0.00% | 0.94% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 10/22/2025 | 197.00 K | $336.87 K | 0.00% | 0.91% |
| STATE STREET CORP | 11/14/2025 | 91.78 K | $156.95 K | 0.00% | 0.43% |
| NORTHERN TRUST CORP | 11/14/2025 | 51.77 K | $88.53 K | -1.86% | 0.24% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 42.90 K | $73.36 K | 0.00% | 0.20% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 36.40 K | $62.24 K | 100.00% | 0.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 34.80 K | $59.51 K | 100.00% | 0.16% |
| JANE STREET GROUP, LLC | 11/14/2025 | 33.10 K | $56.60 K | 231.00% | 0.15% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 28.84 K | $50.00 K | 0.00% | 0.13% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 25.02 K | $42.78 K | -26.98% | 0.12% |
| CITADEL ADVISORS LLC | 11/14/2025 | 24.86 K | $42.52 K | -76.92% | 0.12% |
| GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. | 10/27/2025 | 24.51 K | $41.91 K | 28.99% | 0.11% |
| FOUNDERS FINANCIAL SECURITIES LLC | 10/15/2025 | 23.96 K | $40.97 K | -31.55% | 0.11% |
| XTX TOPCO LTD | 11/14/2025 | 21.97 K | $37.57 K | -48.05% | 0.10% |
| VIRTU FINANCIAL LLC | 11/14/2025 | 19.12 K | $33.00 K | 21.00% | 0.09% |
| PANAGORA ASSET MANAGEMENT INC | 11/13/2025 | 18.72 K | $32.01 K | 0.00% | 0.09% |
| HODGES CAPITAL MANAGEMENT INC. | 11/07/2025 | 12.50 K | $21.38 K | -66.67% | 0.06% |
| MARINER, LLC | 11/14/2025 | 10.00 K | $17.11 K | 100.00% | 0.05% |
| MORGAN STANLEY | 11/14/2025 | 6.04 K | $10.33 K | -93.79% | 0.03% |
| GAME PLAN FINANCIAL ADVISORS, LLC | 10/29/2025 | 5.00 K | $8.55 K | -80.00% | 0.02% |
| COVESTOR LTD | 10/30/2025 | 4.45 K | $8.00 K | 100.00% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 3.70 K | $6.40 K | 362.50% | 0.02% |
| UBS GROUP AG | 11/13/2025 | 3.32 K | $5.68 K | 482.14% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 2.28 K | $3.90 K | -39.19% | 0.01% |
| GROUP ONE TRADING, L.P. | 11/12/2025 | 1.16 K | $1.99 K | 100.00% | 0.01% |
| ADVISORY SERVICES NETWORK, LLC | 11/18/2025 | 1.02 K | $1.74 K | -98.79% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 1.00 K | $1.71 K | 0.00% | 0.00% |
| RONALD BLUE TRUST, INC. | 10/16/2025 | 925 | $1.58 K | 0.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2025 | 526 | $1.00 K | 100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 455 | $778 | -28.91% | 0.00% |
| CITIGROUP INC | 11/10/2025 | 39 | $67 | 100.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 11/05/2025 | 1 | $2 | 0.00% | 0.00% |
| BARCLAYS PLC | 11/12/2025 | 0 | $0 | -100.00% | 0.00% |
| BUILDER INVESTMENT GROUP INC /ADV | 10/14/2025 | 0 | $0 | -100.00% | 0.00% |
| BANK OF MONTREAL /CAN/ | 11/13/2025 | 0 | $0 | -100.00% | 0.00% |
| INGALLS & SNYDER LLC | 11/07/2025 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| MB, LEVIS & ASSOCIATES, LLC | 10/15/2025 | 0 | $0 | -100.00% | 0.00% |
Farmer Bros. Co. institutional Ownership - FAQ's
During the previous two years, 74 institutional investors and hedge funds held shares of Farmer Bros. Co.. The most heavily invested institutionals were:
22NW, LP: 1.96 M
JCP Investment Management, LLC: 992,826
VANGUARD GROUP INC: 813,359
GAMCO INVESTORS, INC. ET AL: 779,500
RENAISSANCE TECHNOLOGIES LLC: 755,578
GABELLI FUNDS LLC: 274,500
35.33% of Farmer Bros. Co. stock is owned by institutional investors.
Institutional investors have bought a total of 8.98 M shares in the last 24 months. This purchase volume represents approximately $16.44 M in transactions.