| 4 | DIMENSIONAL FUND ADVISORS LP | 1.2M | $234.0M | -2.8% | 3.882% | 0.04% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1.2M | $229.0M | +1.3% | 3.799% | 0.00% |
| 6 | AMERICAN CENTURY COMPANIES INC | 1.1M | $224.3M | -21.0% | 3.721% | 0.10% |
| 7 | STATE STREET CORP | 1.1M | $210.7M | +6.0% | 3.495% | 0.00% |
| 8 | Black Creek Investment Management Inc. | 963K | $188.2M | -17.3% | 3.122% | 10.56% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 941K | $183.9M | +18.3% | 3.050% | 0.01% |
| 10 | MORGAN STANLEY | 775K | $151.3M | +59.7% | 2.510% | 0.01% |
| 11 | FIRST TRUST ADVISORS LP | 736K | $143.8M | -2.2% | 2.385% | 0.08% |
| 12 | Pertento Partners LLP | 613K | $119.8M | +16.9% | 1.987% | 6.46% |
| 13 | Copeland Capital Management, LLC | 610K | $119.1M | -4.5% | 1.976% | 2.45% |
| 14 | Invesco Ltd. | 530K | $103.5M | +0.6% | 1.716% | 0.01% |
| 15 | FRANKLIN RESOURCES INC | 418K | $81.7M | +286.9% | 1.355% | 0.02% |
| 16 | River Road Asset Management, LLC | 391K | $76.5M | -34.9% | 1.268% | 0.85% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 377K | $73.7M | -3.7% | 1.222% | 0.01% |
| 18 | NORTHERN TRUST CORP | 342K | $66.8M | +6.8% | 1.108% | 0.01% |
| 19 | Fisher Asset Management, LLC | 330K | $64.4M | +2.9% | 1.068% | 0.02% |
| 20 | AMERIPRISE FINANCIAL INC | 287K | $56.0M | -3.0% | 0.929% | 0.01% |
| 21 | VICTORY CAPITAL MANAGEMENT INC | 286K | $56.0M | -22.1% | 0.928% | 0.03% |
| 22 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 272K | $53.2M | +413.5% | 0.882% | 0.16% |
| 23 | Progeny 3, Inc. | 272K | $53.2M | 0.0% | 0.882% | 2.74% |
| 24 | Grantham, Mayo, Van Otterloo & Co. LLC | 266K | $52.0M | +3.2% | 0.863% | 0.12% |
| 25 | VOYA INVESTMENT MANAGEMENT LLC | 232K | $45.4M | +5204.8% | 0.753% | 0.04% |
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 PSMT — a direct measure of their conviction.
Institutions that fully closed their PSMT position in Q2 2026
| 85.12% |
| +2.56 pp |
| $2.22B |
| 1.3% |
| Q4 2024 | 281 | +7.3% | 82.56% | +0.42 pp | $2.25B | +0.3% |
| Q3 2024 | 262 | — | 82.14% | — | $2.24B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
PSMT institutional ownership rose by 4.02 percentage points quarter-over-quarter, with a net change of +25 holders.
The top 10 institutions account for 55.8% of all reported 13F value in PSMT, and the top 25 account for 77.7%.
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