Five Below, Inc
FIVE- Exchange
- Nasdaq
- Industry
- Retail-Variety Stores
- SEC CIK
- 0001177609
In the last 90 days, Five Below, Inc insiders filed 0 open-market purchases 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 |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 585 | $120.5K | 0.01% | +76+14.9% | Added |
| Endurance Wealth Management, Inc. | 580 | $119.0K | 0.02% | −231−28.5% | Reduced |
| Park Place Capital Corp | 575 | $118.4K | 0.03% | −61−9.6% | Reduced |
| Osterweis Capital Management Inc | 541 | $111.4K | 0.01% | +541 | New |
| Private Trust Co NA | 455 | $93.7K | 0.01% | +212+87.2% | Added |
| Central Trust Co | 453 | $93.3K | 0.00% | −2−0.4% | Reduced |
| Sageworth Trust Co | 402 | $82.8K | 0.01% | +118+41.5% | Added |
| Archer Investment Corp | 400 | $79.8K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 363 | $75.0K | 0.02% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 342 | $70.4K | 0.16% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 330 | $68.0K | 0.00% | −43−11.5% | Reduced |
| Clearstead Advisors, LLC | 310 | $63.9K | 0.00% | +310 | New |
| Tobam | 279 | $57.0K | 0.00% | +279 | New |
| Global Retirement Partners, LLC | 260 | $50.9K | 0.00% | +115+79.3% | Added |
| Newbridge Financial Services Group, Inc. | 202 | $41.6K | 0.02% | −104−34.0% | Reduced |
| Proequities, Inc. | 197 | $40.6K | 0.00% | −78−28.4% | Reduced |
| Massmutual Trust Co FSB | 180 | $37.1K | 0.00% | +76+73.1% | Added |
| CVA Family Office, LLC | 170 | $35.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 167 | $34.4K | 0.00% | −168−50.1% | Reduced |
| Tradition Wealth Management, LLC | 158 | $33.0K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 152 | $31.3K | 0.02% | +152 | New |
| IFP Advisors, Inc | 432 | $30.8K | 0.00% | +238+122.7% | Added |
| Cutler Group LP | 147 | $30.0K | 0.00% | −1,860−92.7% | Reduced |
| State of Wyoming | 138 | $28.4K | 0.01% | +4+3.0% | Added |
| Riverview Trust Co | 113 | $23.3K | 0.02% | 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 |
| Lee Financial Co | 105 | $21.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 107 | $21.5K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 98 | $20.2K | 0.00% | −37−27.4% | Reduced |
| Cambridge Trust Co | 92 | $18.9K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 86 | $18.0K | 0.01% | −3−3.4% | Reduced |
| Venturi Wealth Management, LLC | 85 | $17.5K | 0.00% | +85 | New |
| Bessemer Group Inc | 82 | $17.0K | 0.00% | +47+134.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 76 | $15.7K | 0.00% | +62+442.9% | Added |
| West Branch Capital LLC | 75 | $15.4K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 76 | $15.3K | 0.00% | +76 | New |
| Benjamin F. Edwards & Company, Inc. | 72 | $15.0K | 0.00% | −93−56.4% | Reduced |
| Annapolis Financial Services, LLC | 67 | $13.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 63 | $13.0K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 61 | $12.6K | 0.00% | +61 | New |
| Smithfield Trust Co | 60 | $12.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 60 | $12.0K | 0.01% | −1−1.6% | Reduced |
| Washington Trust Advisors, Inc. | 58 | $11.9K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 56 | $11.5K | 0.00% | +56 | New |
| Sandy Spring Bank | 55 | $11.3K | 0.00% | −50−47.6% | Reduced |
| TD Private Client Wealth LLC | 49 | $10.1K | 0.00% | 00.0% | Unchanged |
| 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 |
| SRS Capital Advisors, Inc. | 46 | $9.47K | 0.00% | +11+31.4% | Added |
| Steward Financial Group LLC | 47 | $9.00K | 0.00% | +22+88.0% | Added |
| Advisory Services Network, LLC | 42 | $8.65K | 0.00% | +2+5.0% | Added |
| Meeder Asset Management Inc | 42 | $8.65K | 0.00% | +42 | New |
| Glassman Wealth Services | 41 | $8.45K | 0.00% | 00.0% | Unchanged |
| 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 |
| JFS Wealth Advisors, LLC | 38 | $7.83K | 0.00% | +4+11.8% | Added |
| Earnest Partners LLC | 37 | $7.62K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 35 | $7.21K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $7.00K | 0.00% | +1+3.0% | Added |
| Bell Investment Advisors, Inc | 34 | $7.00K | 0.00% | +3+9.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 33 | $6.80K | 0.00% | +33 | New |
| Schubert & Co | 30 | $6.18K | 0.01% | +1+3.4% | Added |
| GPS Wealth Strategies Group, LLC | 30 | $6.18K | 0.00% | +30 | New |
| Ronald Blue Trust, Inc. | 34 | $6.00K | 0.00% | +22+183.3% | Added |
| Farmers & Merchants Investments Inc | 25 | $5.15K | 0.00% | −1−3.8% | Reduced |
| Harbour Investments, Inc. | 22 | $4.53K | 0.00% | −19−46.3% | Reduced |
| Pathway Financial Advisers, LLC | 20 | $4.12K | 0.00% | −5−20.0% | Reduced |
| Versant Capital Management, Inc | 18 | $3.67K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 15 | $3.09K | 0.00% | +15 | New |
| Bellevue Asset Management, LLC | 15 | $3.09K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 14 | $2.88K | 0.00% | +1+7.7% | Added |
| Stonebridge Capital Advisors LLC | 12 | $2.47K | 0.00% | 00.0% | Unchanged |
| 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 |
| Disciplined Investments, LLC | 9 | $1.85K | 0.00% | −2−18.2% | Reduced |
| 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 |
| Grove Bank & Trust | 7 | $1.44K | 0.00% | +7 | 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 |
| Nalls Sherbakoff Group, LLC | 6 | $1.21K | 0.00% | +6 | New |
| Ci Investments Inc. | 3 | $1.00K | 0.00% | −824−99.6% | Reduced |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 4 | $824 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3 | $701 | 0.00% | −41−93.2% | Reduced |
| EverSource Wealth Advisors, LLC | 3 | $618 | 0.00% | +3 | New |
| Tortoise Investment Management, LLC | 2 | $412 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $412 | 0.00% | 00.0% | Unchanged |
| 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 |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Fiduciary Management Inc | 0 | $0 | 0.00% | −503,729−100.0% | Sold out |
| Darsana Capital Partners LP | 0 | $0 | 0.00% | −450,000−100.0% | Sold out |