Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in PSMT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.1M | $615.2M | +6.2% | 12.463% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.8M | $271.3M | β | 5.496% | 0.01% |
| 3 | FMR LLC | 1.7M | $259.2M | +20.6% | 5.250% | 0.01% |
| 4 | AMERICAN CENTURY COMPANIES INC | 1.5M | $218.7M | +8.6% | 4.430% | 0.11% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 1.2M | $185.5M | -2.2% | 3.758% | 0.04% |
| 6 | Black Creek Investment Management Inc. | 1.2M | $175.3M | -28.9% | 3.551% | 9.41% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 1.2M | $174.1M | β | 3.527% | 0.00% |
| 8 | STATE STREET CORP | 1.0M | $153.1M | -0.2% | 3.102% | 0.01% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 796K | $119.7M | +4.2% | 2.425% | 0.01% |
| 10 | FIRST TRUST ADVISORS LP | 753K | $113.3M | -2.6% | 2.295% | 0.08% |
| 11 | Copeland Capital Management, LLC | 639K | $96.2M | -2.2% | 1.948% | 2.14% |
| 12 | River Road Asset Management, LLC | 601K | $90.5M | -16.4% | 1.833% | 1.03% |
| 13 | Invesco Ltd. | 527K | $79.3M | +0.7% | 1.606% | 0.01% |
| 14 | Pertento Partners LLP | 525K | $79.0M | +7.4% | 1.600% | 8.38% |
| 15 | MORGAN STANLEY | 485K | $73.0M | -2.1% | 1.479% | 0.00% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 392K | $58.9M | -3.5% | 1.194% | 0.01% |
| 17 | VICTORY CAPITAL MANAGEMENT INC | 368K | $55.4M | -35.9% | 1.122% | 0.04% |
| 18 | Fisher Asset Management, LLC | 320K | $48.2M | +47.7% | 0.977% | 0.02% |
| 19 | NORTHERN TRUST CORP | 320K | $48.2M | -0.5% | 0.976% | 0.01% |
| 20 | AMERIPRISE FINANCIAL INC | 296K | $44.5M | +59.4% | 0.902% | 0.01% |
| 21 | Progeny 3, Inc. | 272K | $41.0M | +18.5% | 0.830% | 2.19% |
| 22 | Grantham, Mayo, Van Otterloo & Co. LLC | 258K | $38.8M | -12.0% | 0.787% | 0.10% |
| 23 | Boston Trust Walden Corp | 228K | $34.3M | -11.6% | 0.696% | 0.28% |
| 24 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 228K | $34.3M | -12.3% | 0.694% | 0.10% |
| 25 | Bank of New York Mellon Corp | 200K | $30.1M | -2.8% | 0.611% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in PSMT β a direct measure of their conviction.
Filings activity in PSMT during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new PSMT position in Q1 2026
Institutions that fully closed their PSMT position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 352 | +4.8% | 65.78% | +11.94 pp | $3.93B | +22% |
| Q4 2025 | 336 | +8.4% | 53.84% | +0.33 pp | $3.22B | +0.6% |
| Q3 2025 | 310 | +3.0% | 53.51% | +7.70 pp | $3.20B | +17% |
| Q2 2025 | 301 | +7.9% | 45.81% | +8.69 pp | $2.74B | +23% |
| Q1 2025 | 279 | 0.7% | 37.12% | 0.49 pp | $2.22B | 1.3% |
| Q4 2024 | 281 | +7.3% | 37.61% | +0.11 pp | $2.25B | +0.3% |
| Q3 2024 | 262 | +1.6% | 37.50% | +2.56 pp | $2.24B | +7.3% |
| Q2 2024 | 258 | β | 34.94% | β | $2.09B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying PSMT stock.
Based on Q1 2026 13F filings, institutional ownership of PriceSmart, Inc. stands at 65.8%, held across 352 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of PSMT, with approximately 4,087,992 shares worth $0.62B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of PSMT, including Fisher Asset Management, LLC.
Our composite Smart Money Score for PSMT is 62 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
53 institutions opened new positions in PSMT during Q1 2026, while 37 fully exited. 249 added to existing positions and 49 trimmed.
PSMT institutional ownership rose by 11.94 percentage points quarter-over-quarter, with a net change of +16 holders.
The top 10 institutions account for 58.1% of all reported 13F value in PSMT, and the top 25 account for 79.8%.
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.
PriceSmart, Inc. (PSMT) Institutional Ownership