Skip to main content
Livermore
Livermore
ZHEN

cbdMD, Inc.

YCBD
Exchange
NYSE
Industry
Perfumes, Cosmetics & Other Toilet Preparations
SEC CIK
0001644903

No open-market purchases or sales by cbdMD, Inc. insiders were filed in the last 90 days; 27 institutions reported holding it in 13F filings for Q2 2026, worth $611.7K in total; no superinvestor holds it.

13F holders, Q4 2022

Institutional positions in cbdMD, Inc. as of Dec 31, 2022. 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
47
−2 vs. Q3 2022
Shares held
7.20M
−560.2K (−7.2%) vs. Q3 2022
Total value
$1.63M
−$112.3K (−6.4%) vs. Q3 2022
New holders
5
15 more added
Sold out
7
9 more reduced

2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting YCBD 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 2022: 47 institutions
Q1 2021: 58 institutionsQ2 2021: 67 institutionsQ3 2021: 63 institutionsQ4 2021: 56 institutionsQ1 2022: 54 institutionsQ2 2022: 55 institutionsQ3 2022: 51 institutionsQ4 2022: 47 institutionsQ1 2023: 48 institutionsQ2 2023: 22 institutionsQ3 2023: 21 institutionsQ4 2023: 25 institutionsQ1 2024: 19 institutionsQ2 2024: 19 institutionsQ3 2024: 19 institutionsQ4 2024: 17 institutionsQ1 2025: 24 institutionsQ2 2025: 19 institutionsQ3 2025: 20 institutionsQ4 2025: 25 institutionsQ1 2026: 25 institutionsQ2 2026: 27 institutions
Value heldQ4 2022: $1.63M
Q1 2021: $44.5MQ2 2021: $30.4MQ3 2021: $21.1MQ4 2021: $11.1MQ1 2022: $10.0MQ2 2022: $4.04MQ3 2022: $1.77MQ4 2022: $1.63MQ1 2023: $1.41MQ2 2023: $192.9KQ3 2023: $150.1KQ4 2023: $226.6KQ1 2024: $101.5KQ2 2024: $50.1KQ3 2024: $73.5KQ4 2024: $69.3KQ1 2025: $84.4KQ2 2025: $433.2KQ3 2025: $528.1KQ4 2025: $1.08MQ1 2026: $700.6KQ2 2026: $611.7K
Institutions holding YCBD and their total value by quarter
QuarterHoldersValue
Q2 202627$611.7K
Q1 202625$700.6K
Q4 202525$1.08M
Q3 202520$528.1K
Q2 202519$433.2K
Q1 202524$84.4K
Q4 202417$69.3K
Q3 202419$73.5K
Q2 202419$50.1K
Q1 202419$101.5K
Q4 202325$226.6K
Q3 202321$150.1K
Q2 202322$192.9K
Q1 202348$1.41M
Q4 202247$1.63M
Q3 202251$1.77M
Q2 202255$4.04M
Q1 202254$10.0M
Q4 202156$11.1M
Q3 202163$21.1M
Q2 202167$30.4M
Q1 202158$44.5M

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding cbdMD, Inc.; share changes are against Q3 2022.

Institutions holding YCBD in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
JPMorgan Chase & Co17$00.00%00.0%Unchanged
Valley National Advisers Inc10$00.00%00.0%Unchanged
Rockefeller Capital Management L.P.480$00.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.134$00.00%00.0%Unchanged
GWM Advisors LLC203$10.00%+203New
Barclays PLC100$230.00%00.0%Unchanged
Wells Fargo & Company275$620.00%+7+2.6%Added
UBS Group AG500$1150.00%−13,346−96.4%Reduced
Castleview Partners, LLC1,000$2270.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC1,000$2270.00%+254+34.0%Added
Advisory Services Network, LLC1,000$2270.00%+1,000New
Farther Finance Advisors, LLC1,824$4140.00%+1,824New
Allworth Financial LP2,500$5680.00%00.0%Unchanged
HHM Wealth Advisors, LLC3,000$6810.00%00.0%Unchanged
Macroview Investment Management LLC3,051$6930.00%00.0%Unchanged
Morgan Stanley3,251$7380.00%−501−13.4%Reduced
Newbridge Financial Services Group, Inc.3,600$8170.00%00.0%Unchanged
Advisor Group Holdings, Inc.5,300$1.00K0.00%−400−7.0%Reduced
Royal Bank of Canada8,780$2.00K0.00%+2,569+41.4%Added
AMG National Trust Bank11,029$2.50K0.00%00.0%Unchanged
Engineers Gate Manager LP11,115$2.52K0.00%00.0%Unchanged
Millennium Management LLC13,585$3.00K0.00%−6,935−33.8%Reduced
Tower Research Capital LLC (TRC)15,066$3.00K0.00%+1,452+10.7%Added
Two Sigma Advisers, LP14,500$3.29K0.00%−700−4.6%Reduced
Creative Planning15,150$3.44K0.00%+5,000+49.3%Added
Merit Financial Group, LLC17,100$3.88K0.00%00.0%Unchanged
Bank of America Corp22,043$5.00K0.00%+42+0.2%Added
Susquehanna International Group, LLP23,565$5.35K0.00%+694+3.0%Added
Goldman Sachs Group Inc37,096$8.42K0.00%+31+0.1%Added
Prudential Financial Inc38,000$8.63K0.00%00.0%Unchanged
Bank of New York Mellon Corp49,534$11.2K0.00%−263−0.5%Reduced
RSM US Wealth Management LLC50,000$11.3K0.00%+50,000New
Two Sigma Securities, LLC62,169$14.1K0.00%+62,169New
Northern Trust Corp72,495$16.5K0.00%00.0%Unchanged
Virtu Financial LLC83,134$19.0K0.00%+15,489+22.9%Added
State Street Corp114,303$25.9K0.00%00.0%Unchanged
Citadel Advisors LLC161,548$36.7K0.00%+89,016+122.7%Added
Group One Trading, L.P.178,732$40.6K0.00%−10,176−5.4%Reduced
Renaissance Technologies LLC199,575$45.0K0.00%+12,600+6.7%Added
Cambria Investment Management, L.P.301,320$68.4K0.01%+15,066+5.3%Added
Geode Capital Management, LLC327,609$74.0K0.00%−859−0.3%Reduced
Penserra Capital Management LLC537,490$122.0K0.00%+8,530+1.6%Added
BlackRock Inc.647,254$146.9K0.00%−2,405−0.4%Reduced
Sentinus, LLC852,859$193.6K0.11%00.0%Unchanged
AdvisorShares Investments LLC872,753$198.1K0.06%00.0%Unchanged
Merlin Capital LLC1,133,047$257.2K0.63%+301,822+36.3%Added
Vanguard Group Inc1,305,541$296.4K0.00%+859+0.1%Added
Ameriprise Financial Inc0$00.00%−553,812−100.0%Sold out
Bridgeway Capital Management, LLC0$00.00%−270,500−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−143,555−100.0%Sold out
Jane Street Group, LLC0$00.00%−83,928−100.0%Sold out
Verition Fund Management LLC0$00.00%−17,503−100.0%Sold out
StoneX Group Inc.0$00.00%−13,576−100.0%Sold out
First City Capital Management, Inc.0$00.00%−10,350−100.0%Sold out
ACT Capital Management, LLC––––Not filed
Wipfli Financial Advisors LLC,––––Not filed