Five Below, Inc
FIVE- Exchange
- Nasdaq
- Industry
- Retail-Variety Stores
- SEC CIK
- 0001177609
In the last 90 days, Five Below, Inc insiders filed 1 open-market purchase and 5 sales; 612 institutions reported holding it in 13F filings for Q2 2026, worth $9.95B in total; superinvestors Giverny Capital and Semper Augustus hold it.
13F holders, Q1 2023
Institutional positions in Five Below, Inc as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 498
- +26 vs. Q4 2022
- Shares held
- 58.7M
- −563.4K (−1.0%) vs. Q4 2022
- Total value
- $12.1B
- +$1.64B (+15.7%) vs. Q4 2022
- New holders
- 74
- 147 more added
- Sold out
- 48
- 207 more reduced
10 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FIVE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 612 | $9.95B |
| Q1 2026 | 634 | $12.7B |
| Q4 2025 | 555 | $10.7B |
| Q3 2025 | 503 | $8.90B |
| Q2 2025 | 461 | $7.73B |
| Q1 2025 | 410 | $4.27B |
| Q4 2024 | 425 | $6.11B |
| Q3 2024 | 404 | $5.05B |
| Q2 2024 | 464 | $6.33B |
| Q1 2024 | 499 | $10.7B |
| Q4 2023 | 504 | $12.8B |
| Q3 2023 | 454 | $9.79B |
| Q2 2023 | 489 | $11.4B |
| Q1 2023 | 498 | $12.1B |
| Q4 2022 | 482 | $10.5B |
| Q3 2022 | 426 | $8.28B |
| Q2 2022 | 425 | $6.63B |
| Q1 2022 | 448 | $8.63B |
| Q4 2021 | 458 | $11.5B |
| Q3 2021 | 452 | $9.75B |
| Q2 2021 | 468 | $10.6B |
| Q1 2021 | 476 | $10.8B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Five Below, Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 1 | $206 | 0.00% | −2−66.7% | Reduced |
| Iron Horse Wealth Management, LLC | 1 | $206 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $206 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $206 | 0.00% | +1 | New |
| Tortoise Investment Management, LLC | 2 | $412 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $412 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3 | $618 | 0.00% | +3 | New |
| Farther Finance Advisors, LLC | 3 | $701 | 0.00% | −41−93.2% | Reduced |
| Raffa Wealth Management, LLC | 4 | $824 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 3 | $1.00K | 0.00% | −824−99.6% | Reduced |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Nalls Sherbakoff Group, LLC | 6 | $1.21K | 0.00% | +6 | New |
| Tucker Asset Management LLC | 6 | $1.24K | 0.00% | −1−14.3% | Reduced |
| Institutional & Family Asset Management, LLC | 6 | $1.24K | 0.00% | +1+20.0% | Added |
| Grove Bank & Trust | 7 | $1.44K | 0.00% | +7 | New |
| Glen Eagle Advisors, LLC | 8 | $1.65K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 8 | $1.65K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 8 | $1.65K | 0.00% | +8 | New |
| Disciplined Investments, LLC | 9 | $1.85K | 0.00% | −2−18.2% | Reduced |
| Sutton Wealth Advisors Inc. | 11 | $2.27K | 0.00% | −3−21.4% | Reduced |
| Ranger Investment Management, L.P. | 11 | $2.27K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 11 | $2.27K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 12 | $2.47K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 14 | $2.88K | 0.00% | +1+7.7% | Added |
| Capital Advisors, Ltd. LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 15 | $3.09K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 15 | $3.09K | 0.00% | +15 | New |
| Versant Capital Management, Inc | 18 | $3.67K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 20 | $4.12K | 0.00% | −5−20.0% | Reduced |
| Harbour Investments, Inc. | 22 | $4.53K | 0.00% | −19−46.3% | Reduced |
| Farmers & Merchants Investments Inc | 25 | $5.15K | 0.00% | −1−3.8% | Reduced |
| Ronald Blue Trust, Inc. | 34 | $6.00K | 0.00% | +22+183.3% | Added |
| Schubert & Co | 30 | $6.18K | 0.01% | +1+3.4% | Added |
| GPS Wealth Strategies Group, LLC | 30 | $6.18K | 0.00% | +30 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 33 | $6.80K | 0.00% | +33 | New |
| Bell Investment Advisors, Inc | 34 | $7.00K | 0.00% | +3+9.7% | Added |
| SJS Investment Consulting Inc. | 34 | $7.00K | 0.00% | +1+3.0% | Added |
| Carolinas Wealth Consulting LLC | 35 | $7.21K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 37 | $7.62K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 38 | $7.83K | 0.00% | +4+11.8% | Added |
| Spire Wealth Management | 39 | $8.03K | 0.00% | −2−4.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 39 | $8.03K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 41 | $8.45K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 42 | $8.65K | 0.00% | +2+5.0% | Added |
| Meeder Asset Management Inc | 42 | $8.65K | 0.00% | +42 | New |
| Steward Financial Group LLC | 47 | $9.00K | 0.00% | +22+88.0% | Added |
| SRS Capital Advisors, Inc. | 46 | $9.47K | 0.00% | +11+31.4% | Added |
| TCI Wealth Advisors, Inc. | 48 | $9.89K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 48 | $9.89K | 0.00% | +5+11.6% | Added |
| TD Private Client Wealth LLC | 49 | $10.1K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 55 | $11.3K | 0.00% | −50−47.6% | Reduced |
| Bokf, NA | 56 | $11.5K | 0.00% | +56 | New |
| Washington Trust Advisors, Inc. | 58 | $11.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 60 | $12.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 60 | $12.0K | 0.01% | −1−1.6% | Reduced |
| Moors & Cabot, Inc. | 61 | $12.6K | 0.00% | +61 | New |
| Nisa Investment Advisors, LLC | 63 | $13.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 67 | $13.8K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 72 | $15.0K | 0.00% | −93−56.4% | Reduced |
| Sunbelt Securities, Inc. | 76 | $15.3K | 0.00% | +76 | New |
| West Branch Capital LLC | 75 | $15.4K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 76 | $15.7K | 0.00% | +62+442.9% | Added |
| Bessemer Group Inc | 82 | $17.0K | 0.00% | +47+134.3% | Added |
| Venturi Wealth Management, LLC | 85 | $17.5K | 0.00% | +85 | New |
| Front Row Advisors LLC | 86 | $18.0K | 0.01% | −3−3.4% | Reduced |
| Cambridge Trust Co | 92 | $18.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 98 | $20.2K | 0.00% | −37−27.4% | Reduced |
| Colonial Trust Co | 107 | $21.5K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 105 | $21.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 107 | $22.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 107 | $22.0K | 0.00% | +13+13.8% | Added |
| Riverview Trust Co | 113 | $23.3K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 138 | $28.4K | 0.01% | +4+3.0% | Added |
| Cutler Group LP | 147 | $30.0K | 0.00% | −1,860−92.7% | Reduced |
| IFP Advisors, Inc | 432 | $30.8K | 0.00% | +238+122.7% | Added |
| Ridgewood Investments LLC | 152 | $31.3K | 0.02% | +152 | New |
| Tradition Wealth Management, LLC | 158 | $33.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 167 | $34.4K | 0.00% | −168−50.1% | Reduced |
| CVA Family Office, LLC | 170 | $35.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 180 | $37.1K | 0.00% | +76+73.1% | Added |
| Proequities, Inc. | 197 | $40.6K | 0.00% | −78−28.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 202 | $41.6K | 0.02% | −104−34.0% | Reduced |
| Global Retirement Partners, LLC | 260 | $50.9K | 0.00% | +115+79.3% | Added |
| Tobam | 279 | $57.0K | 0.00% | +279 | New |
| Clearstead Advisors, LLC | 310 | $63.9K | 0.00% | +310 | New |
| First Horizon Advisors, Inc. | 330 | $68.0K | 0.00% | −43−11.5% | Reduced |
| Sageworth Trust Co of South Dakota | 342 | $70.4K | 0.16% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 363 | $75.0K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 400 | $79.8K | 0.03% | 00.0% | Unchanged |
| Sageworth Trust Co | 402 | $82.8K | 0.01% | +118+41.5% | Added |
| Central Trust Co | 453 | $93.3K | 0.00% | −2−0.4% | Reduced |
| Private Trust Co NA | 455 | $93.7K | 0.01% | +212+87.2% | Added |
| Osterweis Capital Management Inc | 541 | $111.4K | 0.01% | +541 | New |
| Park Place Capital Corp | 575 | $118.4K | 0.03% | −61−9.6% | Reduced |
| Endurance Wealth Management, Inc. | 580 | $119.0K | 0.02% | −231−28.5% | Reduced |
| Belpointe Asset Management LLC | 585 | $120.5K | 0.01% | +76+14.9% | Added |
| Cullen/Frost Bankers, Inc. | 599 | $123.4K | 0.00% | 00.0% | Unchanged |
| Ossiam | 677 | $139.4K | 0.00% | +192+39.6% | Added |