Ranked by reported Q2 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. | 4.2M | $814.7M | +2.0% | 13.515% | 0.01% |
| 2 | FMR LLC | 1.9M | $375.3M | +11.6% | 6.226% | 0.02% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.8M | $342.9M | -2.6% | 5.688% | 0.02% |
| 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.
Filings activity in PSMT during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 387 | +6.9% | 91.44% | +4.02 pp | $5.30B | +34% |
| Q1 2026 | 362 | +7.1% | 87.42% | +0.33 pp | $3.96B | +23% |
| Q4 2025 | 338 | +9.0% | 87.09% | 1.47 pp | $3.22B | +0.7% |
| Q3 2025 | 310 | +3.0% | 88.56% | +1.09 pp | $3.20B | +17% |
| Q2 2025 | 301 | +7.9% | 87.47% | +2.35 pp | $2.74B | +23% |
| Q1 2025 | 279 | 0.7% | 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.
Quick answers to the most common questions about buying PSMT stock.
Based on Q2 2026 13F filings, institutional ownership of PriceSmart, Inc. stands at 91.4%, held across 387 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of PSMT, with approximately 4,170,790 shares worth $0.81B as of Q2 2026.
Yes — 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 67 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
57 institutions opened new positions in PSMT during Q2 2026, while 31 fully exited. 292 added to existing positions and 30 trimmed.
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