| 4 | CITADEL ADVISORS LLC | 33K | $133K | — | 0.349% | 0.00% |
| 5 | VANGUARD FIDUCIARY TRUST CO | 31K | $123K | -1.9% | 0.325% | 0.00% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 24K | $98K | +13.1% | 0.258% | 0.00% |
| 7 | STATE STREET CORP | 18K | $72K | 0.0% | 0.190% | 0.00% |
| 8 | JAMES INVESTMENT RESEARCH, INC. | 15K | $62K | 0.0% | 0.164% | 0.01% |
| 9 | NewEdge Advisors, LLC | 15K | $62K | 0.0% | 0.164% | 0.00% |
| 10 | NORTHERN TRUST CORP | 10K | $41K | -28.0% | 0.109% | 0.00% |
| 11 | UBS Group AG | 2K | $9K | -64.6% | 0.023% | 0.00% |
| 12 | Vanguard Global Advisers, LLC | 2K | $8K | 0.0% | 0.021% | 0.00% |
| 13 | N.E.W. Advisory Services LLC | 1K | $4K | 0.0% | 0.011% | 0.00% |
| 14 | Activest Wealth Management | 1K | $4K | 0.0% | 0.011% | 0.00% |
| 15 | Tower Research Capital LLC (TRC) | 672 | $3K | -44.5% | 0.007% | 0.00% |
| 16 | CREATIVE FINANCIAL DESIGNS INC /ADV | 300 | $1K | 0.0% | 0.003% | 0.00% |
| 17 | SBI Securities Co., Ltd. | 120 | $481 | 0.0% | 0.001% | 0.00% |
| 18 | MORGAN STANLEY | 80 | $321 | 0.0% | 0.001% | 0.00% |
| 19 | OSAIC HOLDINGS, INC. | 50 | $200 | 0.0% | 0.001% | 0.00% |
| 20 | BARCLAYS PLC | 23 | $92 | — | 0.000% | 0.00% |
| 21 | Crewe Advisors LLC | 20 | $81 | 0.0% | 0.000% | 0.00% |
| 22 | Parallel Advisors, LLC | 9 | $36 | -10.0% | 0.000% | 0.00% |
| 23 | Caitong International Asset Management Co., Ltd | 2 | $8 | — | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in KOSS — a direct measure of their conviction.
| 35.77% |
| +29.48 pp |
| $16M |
| +273% |
| Q4 2024 | 30 | +30% | 6.29% | +1.73 pp | $4M | +35% |
| Q3 2024 | 23 | — | 4.56% | — | $3M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
KOSS institutional ownership rose by 0.19 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 98.5% of all reported 13F value in KOSS, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Koss Corporation (KOSS) Institutional Ownership