Pricesmart Inc
PSMT- Exchange
- Nasdaq
- Industry
- Retail-Variety Stores
- SEC CIK
- 0001041803
In the last 90 days, Pricesmart Inc insiders filed 0 open-market purchases and 8 sales; 386 institutions reported holding it in 13F filings for Q2 2026, worth $5.49B in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Pricesmart Inc as of Mar 31, 2026. 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
- 361
- +23 vs. Q4 2025
- Shares held
- 26.9M
- +3.42M (+14.6%) vs. Q4 2025
- Total value
- $4.05B
- +$1.17B (+40.5%) vs. Q4 2025
- New holders
- 53
- 120 more added
- Sold out
- 30
- 136 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PSMT 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 | 386 | $5.49B |
| Q1 2026 | 361 | $4.05B |
| Q4 2025 | 344 | $3.28B |
| Q3 2025 | 319 | $3.30B |
| Q2 2025 | 306 | $2.83B |
| Q1 2025 | 285 | $2.30B |
| Q4 2024 | 288 | $2.34B |
| Q3 2024 | 267 | $2.32B |
| Q2 2024 | 262 | $2.02B |
| Q1 2024 | 242 | $2.06B |
| Q4 2023 | 230 | $1.86B |
| Q3 2023 | 234 | $1.84B |
| Q2 2023 | 226 | $1.86B |
| Q1 2023 | 213 | $1.81B |
| Q4 2022 | 225 | $1.52B |
| Q3 2022 | 211 | $1.43B |
| Q2 2022 | 220 | $1.77B |
| Q1 2022 | 215 | $1.92B |
| Q4 2021 | 208 | $1.74B |
| Q3 2021 | 200 | $1.84B |
| Q2 2021 | 194 | $2.15B |
| Q1 2021 | 195 | $2.27B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Pricesmart Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $151 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $151 | 0.00% | +1 | New |
| Vermillion Wealth Management, Inc. | 2 | $301 | 0.00% | +2 | New |
| Prestige Wealth Management Group LLC | 2 | $301 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $301 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 3 | $452 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 4 | $602 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 4 | $602 | 0.00% | +2+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 4 | $602 | 0.00% | +2+100.0% | Added |
| Trust Co | 4 | $605 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5 | $753 | 0.00% | −3−37.5% | Reduced |
| Manchester Capital Management LLC | 5 | $753 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 5 | $753 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $753 | 0.00% | +1+25.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $903 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $903 | 0.00% | +2+50.0% | Added |
| CX Institutional | 7 | $1.00K | 0.00% | −5−41.7% | Reduced |
| UMA Financial Services, Inc. | 7 | $1.05K | 0.00% | +7 | New |
| DecisionPoint Financial, LLC | 8 | $1.20K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $1.20K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 9 | $1.35K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 9 | $1.35K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 10 | $1.50K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 10 | $1.50K | 0.00% | +10 | New |
| Zions Bancorporation, National Association | 11 | $1.66K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $1.66K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 11 | $1.66K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 12 | $1.81K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 13 | $1.96K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 13 | $1.96K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 14 | $2.11K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 15 | $2.26K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 16 | $2.41K | 0.00% | +16 | New |
| Wolff Wiese Magana LLC | 17 | $2.56K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 18 | $2.75K | 0.00% | +18 | New |
| IMA Wealth, Inc. | 20 | $3.01K | 0.00% | −1−4.8% | Reduced |
| Essential Partners LLC | 20 | $3.01K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 26 | $3.91K | 0.00% | +18+225.0% | Added |
| Golden State Equity Partners | 27 | $4.06K | 0.00% | +27 | New |
| TD Private Client Wealth LLC | 32 | $4.82K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 34 | $5.12K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 36 | $5.42K | 0.00% | +3+9.1% | Added |
| IFP Advisors, Inc | 37 | $5.57K | 0.00% | −8−17.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 39 | $5.87K | 0.00% | +23+143.8% | Added |
| National Bank of Canada | 41 | $6.15K | 0.00% | −5−10.9% | Reduced |
| CVA Family Office, LLC | 42 | $6.32K | 0.00% | +42 | New |
| High Note Wealth, LLC | 47 | $7.07K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 47 | $7.07K | 0.00% | +5+11.9% | Added |
| SBI Securities Co., Ltd. | 63 | $9.48K | 0.00% | +18+40.0% | Added |
| Bank of New Hampshire | 64 | $9.63K | 0.00% | +64 | New |
| Sound Income Strategies, LLC | 64 | $9.73K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 68 | $10.2K | 0.00% | +6+9.7% | Added |
| Allworth Financial LP | 73 | $11.0K | 0.00% | +22+43.1% | Added |
| WPG Advisers, LLC | 75 | $11.3K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 80 | $12.0K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 84 | $12.6K | 0.00% | +84 | New |
| Brown Brothers Harriman & Co | 88 | $13.2K | 0.00% | +56+175.0% | Added |
| Bare Financial Services, Inc | 109 | $16.4K | 0.00% | +16+17.2% | Added |
| Los Angeles Capital Management LLC | 115 | $17.3K | 0.00% | −300−72.3% | Reduced |
| Federated Hermes, Inc. | 115 | $17.3K | 0.00% | +71+161.4% | Added |
| McIlrath & Eck, LLC | 118 | $17.8K | 0.00% | −73−38.2% | Reduced |
| Retirement Wealth Solutions LLC | 135 | $20.3K | 0.01% | −10−6.9% | Reduced |
| Jones Financial Companies LLLP | 168 | $24.8K | 0.00% | +71+73.2% | Added |
| Mather Group, LLC. | 165 | $24.8K | 0.00% | +165 | New |
| Sterling Capital Management LLC | 166 | $25.0K | 0.00% | −1−0.6% | Reduced |
| Root Financial Partners, LLC | 166 | $25.0K | 0.00% | +35+26.7% | Added |
| Covestor Ltd | 166 | $25.0K | 0.02% | −28−14.4% | Reduced |
| Centerpoint Advisors, LLC | 178 | $27.0K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 182 | $27.4K | 0.00% | +126+225.0% | Added |
| Farther Finance Advisors, LLC | 191 | $28.9K | 0.00% | +108+130.1% | Added |
| Wellington Grp LLC | 202 | $30.4K | 0.01% | −212−51.2% | Reduced |
| Cornerstone Planning Group LLC | 196 | $30.6K | 0.00% | −2−1.0% | Reduced |
| Rockefeller Capital Management L.P. | 209 | $31.5K | 0.00% | +64+44.1% | Added |
| Bell Investment Advisors, Inc | 210 | $31.6K | 0.00% | +3+1.4% | Added |
| Larson Financial Group LLC | 216 | $32.5K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 230 | $34.6K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 233 | $34.7K | 0.00% | +105+82.0% | Added |
| Umb Bank N A | 232 | $34.9K | 0.00% | +5+2.2% | Added |
| Northwestern Mutual Wealth Management Co | 234 | $35.2K | 0.00% | +10+4.5% | Added |
| Versant Capital Management, Inc | 235 | $35.4K | 0.00% | +4+1.7% | Added |
| First Horizon Corp | 248 | $37.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 250 | $37.6K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 262 | $40.0K | 0.00% | +98+59.8% | Added |
| Steward Partners Investment Advisory, LLC | 342 | $51.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 352 | $53.0K | 0.00% | +131+59.3% | Added |
| SRS Capital Advisors, Inc. | 352 | $53.0K | 0.00% | −102−22.5% | Reduced |
| Ronald Blue Trust, Inc. | 364 | $54.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 431 | $64.9K | 0.00% | −260−37.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 442 | $66.5K | 0.00% | +128+40.8% | Added |
| Advisor Group Holdings, Inc. | 569 | $85.6K | 0.00% | +46+8.8% | Added |
| Nisa Investment Advisors, LLC | 572 | $86.1K | 0.00% | +7+1.2% | Added |
| Parallel Advisors, LLC | 590 | $88.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 595 | $89.5K | 0.01% | +20+3.5% | Added |
| Public Employees Retirement System of Ohio | 634 | $95.4K | 0.00% | −36−5.4% | Reduced |
| Smartleaf Asset Management LLC | 659 | $97.6K | 0.00% | −722−52.3% | Reduced |
| EverSource Wealth Advisors, LLC | 651 | $98.0K | 0.00% | +120+22.6% | Added |
| Horizon Investments, LLC | 655 | $98.6K | 0.00% | −4,262−86.7% | Reduced |
| Smithfield Trust Co | 764 | $115.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 770 | $115.9K | 0.01% | −339−30.6% | Reduced |