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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, Q2 2024

Institutional positions in Five Below, Inc as of Jun 30, 2024. 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
464
−30 vs. Q1 2024
Shares held
58.2M
−734.9K (−1.2%) vs. Q1 2024
Total value
$6.33B
−$4.34B (−40.7%) vs. Q1 2024
New holders
80
151 more added
Sold out
110
166 more reduced

5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 464 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 heldQ2 2024: $6.33B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Five Below, Inc; share changes are against Q1 2024.

Institutions holding FIVE in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth7$00.00%+4+133.3%Added
Financial Management Professionals, Inc.1$00.00%+1New
McClarren Financial Advisors, Inc.108$00.00%+107+10,700.0%Added
Raleigh Capital Management Inc.1$1090.00%−5−83.3%Reduced
Kayne Anderson Rudnick Investment Management LLC1$1090.00%00.0%Unchanged
Scarborough Advisors, LLC1$1090.00%00.0%Unchanged
Tucker Asset Management LLC1$1090.00%00.0%Unchanged
Trust Co of Vermont1$1090.00%+1New
MV Capital Management, Inc.1$1090.00%+1New
Tortoise Investment Management, LLC2$2180.00%00.0%Unchanged
True Wealth Design, LLC3$3270.00%+1+50.0%Added
Kimelman & Baird, LLC3$3270.00%+3New
TFC Financial Management3$3270.00%+3New
EverSource Wealth Advisors, LLC5$3640.00%−28−84.8%Reduced
Raffa Wealth Management, LLC4$4360.00%00.0%Unchanged
Triad Wealth Partners, LLC4$4360.00%+4New
Montag A & Associates Inc4$4730.00%00.0%Unchanged
Carolinas Wealth Consulting LLC5$4760.00%+1+25.0%Added
Chilton Capital Management LLC5$5450.00%00.0%Unchanged
Innealta Capital, LLC5$5450.00%+5New
Salem Investment Counselors Inc6$6540.00%00.0%Unchanged
Johnson Financial Group, Inc.6$6540.00%+4+200.0%Added
AdvisorNet Financial, Inc6$6540.00%+6New
DiNuzzo Private Wealth, Inc.7$7630.00%−1−12.5%Reduced
Provenance Wealth Advisors, LLC7$7630.00%00.0%Unchanged
SJS Investment Consulting Inc.8$8720.00%−4−33.3%Reduced
Glen Eagle Advisors, LLC8$8720.00%00.0%Unchanged
TD Private Client Wealth LLC9$9810.00%−3−25.0%Reduced
Fortitude Family Office, LLC9$9810.00%00.0%Unchanged
Capital Advisors, Ltd. LLC5$1.00K0.00%−12−70.6%Reduced
Cohen & Steers, Inc.14$1.00K0.00%+14New
Hobbs Group Advisors, LLC400$1.06K0.00%+400New
Quent Capital, LLC11$1.20K0.00%00.0%Unchanged
Manchester Capital Management LLC12$1.31K0.00%−1,216−99.0%Reduced
Versant Capital Management, Inc13$1.42K0.00%−4−23.5%Reduced
Beaird Harris Wealth Management, LLC13$1.42K0.00%+13New
Moisand Fitzgerald Tamayo, LLC14$1.53K0.00%00.0%Unchanged
Jones Financial Companies LLLP15$1.64K0.00%+15New
Bokf, NA16$1.74K0.00%00.0%Unchanged
Bellevue Asset Management, LLC17$1.85K0.00%+7+70.0%Added
Valued Wealth Advisors LLC17$1.85K0.00%00.0%Unchanged
First Command Advisory Services, Inc.18$1.96K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC19$2.07K0.00%+19New
Fairman Group, LLC20$2.18K0.00%00.0%Unchanged
Pathway Financial Advisers, LLC20$2.18K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC21$2.29K0.00%−12−36.4%Reduced
Farmers & Merchants Investments Inc23$2.51K0.00%00.0%Unchanged
Private Wealth Management Group, LLC24$2.62K0.00%+14+140.0%Added
Caitlin John, LLC25$2.72K0.00%00.0%Unchanged
Bell Investment Advisors, Inc27$2.94K0.00%00.0%Unchanged
Bessemer Group Inc32$3.00K0.00%−40−55.6%Reduced
IFP Advisors, Inc28$3.05K0.00%−30−51.7%Reduced
Harbour Investments, Inc.29$3.16K0.00%−19−39.6%Reduced
Key Financial Inc29$3.16K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC30$3.27K0.00%00.0%Unchanged
Red Tortoise LLC32$3.49K0.00%+32New
Clearstead Advisors, LLC32$3.49K0.00%+32New
Pier Capital, LLC33$3.60K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC34$3.70K0.00%−34,781−99.9%Reduced
Spire Wealth Management37$4.03K0.00%−12−24.5%Reduced
Cherry Tree Wealth Management, LLC41$4.47K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC42$4.58K0.00%+42New
Washington Trust Advisors, Inc.44$4.79K0.00%+1+2.3%Added
Ossiam46$5.01K0.00%+46New
Iron Horse Wealth Management, LLC47$5.12K0.00%00.0%Unchanged
Princeton Global Asset Management LLC48$5.23K0.00%+48New
Cornerstone Planning Group LLC80$5.38K0.00%−77−49.0%Reduced
Fortis Group Advisors, LLC50$5.45K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.58$6.32K0.00%00.0%Unchanged
Annapolis Financial Services, LLC67$7.30K0.00%00.0%Unchanged
Venturi Wealth Management, LLC71$7.74K0.00%−41−36.6%Reduced
Farther Finance Advisors, LLC72$7.76K0.00%+2+2.9%Added
West Branch Capital LLC75$8.17K0.00%00.0%Unchanged
Front Row Advisors LLC80$8.72K0.00%−7−8.0%Reduced
Umb Bank N A81$8.83K0.00%−119−59.5%Reduced
Ronald Blue Trust, Inc.51$9.27K0.00%+51Added
Advisory Services Network, LLC91$9.88K0.00%+91New
Annis Gardner Whiting Capital Advisors, LLC97$10.6K0.00%+5+5.4%Added
Nomura Asset Management Co Ltd100$10.9K0.00%−2,586−96.3%Reduced
Bogart Wealth, LLC100$10.9K0.00%+100New
Ci Investments Inc.101$11.0K0.00%−7−6.5%Reduced
Parallel Advisors, LLC103$11.2K0.00%−9−8.0%Reduced
Geneos Wealth Management Inc.107$11.7K0.00%+107New
Proequities, Inc.108$11.8K0.00%00.0%Unchanged
Riverview Trust Co113$12.3K0.01%00.0%Unchanged
TD Waterhouse Canada Inc.115$12.4K0.00%−13,070−99.1%Reduced
Camelot Portfolios, LLC115$12.5K0.01%+115New
Smithfield Trust Co111$13.0K0.00%00.0%Unchanged
Massmutual Trust Co FSB124$13.5K0.00%−56−31.1%Reduced
Leonteq Securities AG134$14.6K0.00%+57+74.0%Added
Atlantic Trust, LLC76$14.9K0.00%00.0%Unchanged
Colonial Trust Co138$15.3K0.00%00.0%Unchanged
Quarry LP142$15.5K0.01%+16+12.7%Added
Silicon Valley Capital Partners147$16.0K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC150$16.3K0.00%−3,023−95.3%Reduced
Ridgewood Investments LLC152$16.6K0.01%+152New
Rise Advisors, LLC153$16.7K0.01%00.0%Unchanged
NBC Securities, Inc.183$19.0K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC181$19.7K0.00%+181New
Newbridge Financial Services Group, Inc.189$20.6K0.01%+100+112.4%Added