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Livermore
Livermore
ZHEN

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, Q4 2023

Institutional positions in Five Below, Inc as of Dec 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
504
+57 vs. Q3 2023
Shares held
60.2M
−77.0K (−0.1%) vs. Q3 2023
Total value
$12.8B
+$3.07B (+31.5%) vs. Q3 2023
New holders
91
160 more added
Sold out
34
181 more reduced

7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: 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.

Institutional holdersQ4 2023: 504 institutions
Q1 2021: 476 institutionsQ2 2021: 468 institutionsQ3 2021: 452 institutionsQ4 2021: 458 institutionsQ1 2022: 448 institutionsQ2 2022: 425 institutionsQ3 2022: 426 institutionsQ4 2022: 482 institutionsQ1 2023: 498 institutionsQ2 2023: 489 institutionsQ3 2023: 454 institutionsQ4 2023: 504 institutionsQ1 2024: 499 institutionsQ2 2024: 464 institutionsQ3 2024: 404 institutionsQ4 2024: 425 institutionsQ1 2025: 410 institutionsQ2 2025: 461 institutionsQ3 2025: 503 institutionsQ4 2025: 555 institutionsQ1 2026: 634 institutionsQ2 2026: 612 institutions
Value heldQ4 2023: $12.8B
Q1 2021: $10.8BQ2 2021: $10.6BQ3 2021: $9.75BQ4 2021: $11.5BQ1 2022: $8.63BQ2 2022: $6.63BQ3 2022: $8.28BQ4 2022: $10.5BQ1 2023: $12.1BQ2 2023: $11.4BQ3 2023: $9.79BQ4 2023: $12.8BQ1 2024: $10.7BQ2 2024: $6.33BQ3 2024: $5.05BQ4 2024: $6.11BQ1 2025: $4.27BQ2 2025: $7.73BQ3 2025: $8.90BQ4 2025: $10.7BQ1 2026: $12.7BQ2 2026: $9.95B
Institutions holding FIVE and their total value by quarter
QuarterHoldersValue
Q2 2026612$9.95B
Q1 2026634$12.7B
Q4 2025555$10.7B
Q3 2025503$8.90B
Q2 2025461$7.73B
Q1 2025410$4.27B
Q4 2024425$6.11B
Q3 2024404$5.05B
Q2 2024464$6.33B
Q1 2024499$10.7B
Q4 2023504$12.8B
Q3 2023454$9.79B
Q2 2023489$11.4B
Q1 2023498$12.1B
Q4 2022482$10.5B
Q3 2022426$8.28B
Q2 2022425$6.63B
Q1 2022448$8.63B
Q4 2021458$11.5B
Q3 2021452$9.75B
Q2 2021468$10.6B
Q1 2021476$10.8B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Five Below, Inc; share changes are against Q3 2023.

Institutions holding FIVE in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
McClarren Financial Advisors, Inc.1$00.00%00.0%Unchanged
Clear Street Markets LLC1$00.00%+1New
Tucker Asset Management LLC1$2130.00%−5−83.3%Reduced
Tfo-TDC, LLC1$2130.00%00.0%Unchanged
Scarborough Advisors, LLC1$2130.00%+1New
Tortoise Investment Management, LLC2$4260.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC2$4260.00%+1+100.0%Added
True Wealth Design, LLC2$4270.00%00.0%Unchanged
Johnson Financial Group, Inc.2$4270.00%+2New
Prestige Wealth Management Group LLC2$4270.00%+2New
PEAK6 Investments LLC3$5610.00%−25,014−100.0%Reduced
Raleigh Capital Management Inc.3$6520.00%+1+50.0%Added
First Manhattan Co2$8520.00%+1+100.0%Added
Raffa Wealth Management, LLC4$8530.00%00.0%Unchanged
Avion Wealth3$1.00K0.00%+3New
Chilton Capital Management LLC5$1.07K0.00%+5New
Abound Wealth Management5$1.09K0.00%+5New
Institutional & Family Asset Management, LLC6$1.28K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC7$1.49K0.00%00.0%Unchanged
REAP Financial Group, LLC7$1.49K0.00%+7New
Baystate Wealth Management LLC8$1.71K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC8$1.71K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.8$1.71K0.00%+8New
Fortitude Family Office, LLC9$1.92K0.00%+9New
FSA Wealth Management LLC9$2.00K0.00%+9New
Bellevue Asset Management, LLC10$2.13K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC10$2.13K0.00%00.0%Unchanged
Private Wealth Management Group, LLC10$2.13K0.00%+10New
Ranger Investment Management, L.P.11$2.35K0.00%00.0%Unchanged
Quent Capital, LLC11$2.35K0.00%00.0%Unchanged
Partnership Wealth Management, LLC15$2.69K0.00%+15New
Valued Wealth Advisors LLC17$2.74K0.00%+17New
Jones Financial Companies LLLP13$2.77K0.00%+6+85.7%Added
Byrne Asset Management LLC14$2.98K0.00%+14New
Moisand Fitzgerald Tamayo, LLC14$2.98K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC15$3.00K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.20$3.00K0.00%+17+566.7%Added
Valley National Advisers Inc15$3.00K0.00%+15New
Versant Capital Management, Inc17$3.62K0.00%−1−5.6%Reduced
AdvisorNet Financial, Inc17$3.62K0.00%+7+70.0%Added
Pathway Financial Advisers, LLC20$4.26K0.00%00.0%Unchanged
Fairman Group, LLC20$4.26K0.00%+20New
Turtle Creek Wealth Advisors, LLC21$4.48K0.00%+21New
Farmers & Merchants Investments Inc23$4.90K0.00%00.0%Unchanged
Independence Bank of Kentucky25$5.33K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC25$5.33K0.00%+17+212.5%Added
SRS Capital Advisors, Inc.26$5.54K0.00%−4−13.3%Reduced
Farther Finance Advisors, LLC26$5.61K0.00%+20+333.3%Added
Bell Investment Advisors, Inc27$5.76K0.00%−3−10.0%Reduced
Key Financial Inc29$6.18K0.00%00.0%Unchanged
Amundi33$6.30K0.00%−385−92.1%Reduced
GPS Wealth Strategies Group, LLC30$6.39K0.00%00.0%Unchanged
Harbour Investments, Inc.31$6.61K0.00%+9+40.9%Added
Bartlett & Co. LLC34$7.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.33$7.04K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC34$7.25K0.00%+1+3.0%Added
Bartlett & Co. Wealth Management LLC34$7.27K0.00%00.0%Unchanged
Macroview Investment Management LLC35$7.46K0.01%+35New
Spire Wealth Management45$8.40K0.00%−5−10.0%Reduced
Caitlin John, LLC40$8.53K0.01%+40New
Cherry Tree Wealth Management, LLC41$8.74K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.43$9.17K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC47$10.0K0.00%00.0%Unchanged
Glassman Wealth Services47$10.0K0.00%+7+17.5%Added
TD Private Client Wealth LLC48$10.2K0.00%−1−2.0%Reduced
Bokf, NA54$11.5K0.00%+35+184.2%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.58$11.9K0.00%00.0%Unchanged
IFP Advisors, Inc60$12.8K0.00%−1−1.6%Reduced
Atlantic Trust, LLC76$14.9K0.00%00.0%Unchanged
Bessemer Group Inc72$15.0K0.00%+40+125.0%Added
Venturi Wealth Management, LLC71$15.1K0.00%−7−9.0%Reduced
West Branch Capital LLC75$16.0K0.01%00.0%Unchanged
Ci Investments Inc.84$18.0K0.00%+1+1.2%Added
Lee Financial Co85$18.1K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.89$19.0K0.01%00.0%Unchanged
Cambridge Trust Co92$19.6K0.00%00.0%Unchanged
Sunbelt Securities, Inc.93$19.8K0.00%−41−30.6%Reduced
Fortis Group Advisors, LLC100$21.3K0.01%+50+100.0%Added
Brown Brothers Harriman & Co100$21.3K0.00%+100New
Proequities, Inc.108$23.0K0.00%−46−29.9%Reduced
Smithfield Trust Co111$24.0K0.00%+51+85.0%Added
Leonteq Securities AG115$24.5K0.00%−48−29.4%Reduced
American Capital Advisory, LLC118$25.2K0.02%+118New
V-Square Quantitative Management LLC123$26.2K0.01%+123New
Silicon Valley Capital Partners147$31.3K0.01%+147New
Tradition Wealth Management, LLC156$33.0K0.00%00.0%Unchanged
Planned Solutions, Inc.160$34.1K0.02%+160New
Colonial Trust Co160$34.2K0.01%00.0%Unchanged
Huntington National Bank167$35.6K0.00%+14+9.2%Added
CVA Family Office, LLC170$36.2K0.01%+170New
Quest Partners LLC172$36.7K0.01%+172New
Massmutual Trust Co FSB175$37.3K0.00%+26+17.4%Added
Parallel Advisors, LLC177$37.7K0.00%+82+86.3%Added
NBC Securities, Inc.183$39.0K0.00%−4,214−95.8%Reduced
Umb Bank N A185$39.4K0.00%−28−13.1%Reduced
LGT Financial Advisors LLC195$41.6K0.05%00.0%Unchanged
Cornerstone Planning Group LLC219$46.7K0.02%00.0%Unchanged
Advisory Services Network, LLC246$52.3K0.00%−2,397−90.7%Reduced
Global Retirement Partners, LLC283$53.8K0.00%−10−3.4%Reduced
Private Trust Co NA259$55.2K0.01%+27+11.6%Added