undamentalytics Newsletter

Casey's: which funds bought and sold

Institutions that bought and sold Casey's shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 536 institutions that filed 13F reports for both quarters added to or opened positions in Casey's, and 462 cut or closed them. Together they added a net 770K shares, +2.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 176K shares (−2.8%); index fund managers were net buyers of 566K shares (+5.1%). 184 opened a new position and 73 sold out entirely.

Bought, Q2 2026 536 institutions, 184 of them new holders Sold, Q2 2026 462 institutions, 73 of them sold out
Net change, all compared +770K shares (+2.5%)
Net change, active managers −176K shares (−2.8%), 42 bought, 37 sold

Buyers versus sellers

institutions compared, 1,134
Active managers and hedge funds 42 bought · 37 sold · −176K
Index fund managers 5 bought · 7 sold · +566K
Other institutions 489 bought · 418 sold · +380K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Vanguard Capital Management LLC Index funds +752K +45.2% 2.4M $1.9B
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main +387K +86.6% 834K $663M
State Street Corp Index funds +380K +27.6% 1.8M $1.4B
Qube Research & Technologies Ltd Hedge fund +350K New position 350K $278M
Geode Capital Management, LLC Index funds +237K +27.9% 1.1M $859M
Ameriprise Financial Inc +190K +112.4% 360K $286M
Australiansuper Pty Ltd +167K New position 167K $132M
Goldman Sachs Group Inc +152K +31.5% 633K $503M
AQR Capital Management LLC Hedge fund +141K +194.9% 214K $165M
Nuveen, LLC +128K +27.9% 587K $467M
Arrowstreet Capital, Limited Partnership Hedge fund +127K New position 127K $101M
Worldquant Millennium Advisors LLC Hedge fund +120K New position 120K $95.2M
Charles Schwab Investment Management Inc Index funds +106K +33.7% 419K $333M
Amundi +84K +242.1% 118K $94M
Trexquant Investment LP Hedge fund +77K New position 77K $61.3M
National Pension Service +65K +3138.9% 67K $53.6M
Squarepoint Ops LLC Hedge fund +65K +138.3% 111K $88.5M
Vanguard Global Advisers, LLC +61K +400.1% 76K $60.8M
Price T Rowe Associates Inc Active manager +61K +58.1% 166K $132M
Jpmorgan Chase & Co +59K +7.9% 811K $634M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds −766K −18.1% 3.5M $2.8B
Vontobel Holding Ltd. −391K −77.2% 115K $91.8M
Morgan Stanley −299K −32.0% 637K $506M
Victory Capital Management Inc Active manager −276K −66.3% 140K $111M
FMR LLC Active manager −240K −28.9% 591K $470M
Franklin Resources Inc Active manager −177K −18.6% 774K $615M
Clearbridge Investments, LLC Active manager −160K −31.5% 347K $276M
Principal Financial Group Inc −157K −62.1% 96K $76M
Raymond James Financial Inc −147K −28.1% 378K $300M
Envestnet Asset Management Inc −117K −24.3% 363K $289M
Dimensional Fund Advisors LP −113K −25.2% 336K $267M
T. Rowe Price Investment Management, Inc. Active manager −108K −25.3% 318K $253M
Holocene Advisors, LP Hedge fund −93K Sold out 0 —
Bank Of New York Mellon Corp −89K −20.1% 354K $281M
Wellington Management Group LLP Active manager −61K −14.3% 366K $291M
Benjamin Edwards Inc −55K −43.6% 71K $56.5M
Retirement Systems Of Alabama −49K −86.4% 7,765 $6.2M
Zacks Investment Management −48K −92.8% 3,763 $3M
UBS Group AG −48K −22.9% 162K $129M
Davenport & Co LLC −47K −91.4% 4,418 $3.5M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Qube Research & Technologies LtdHedge fund 350K $278M
Australiansuper Pty Ltd 167K $132M
Arrowstreet Capital, Limited PartnershipHedge fund 127K $101M
Worldquant Millennium Advisors LLCHedge fund 120K $95.2M
Trexquant Investment LPHedge fund 77K $61.3M
Evercore Wealth Management, LLC 38K $29.9M
Adage Capital Partners Gp, L.L.C.Hedge fund 33K $26.1M
Ceredex Value Advisors LLC 28K $22.6M
Tredje Ap-Fonden 25K $19.9M
Chevy Chase Trust Holdings, LLC 18K $14.2M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Holocene Advisors, LPHedge fund 93K $67.6M
Freestone Grove Partners LPHedge fund 13K $9.2M
Newsquare Capital LLC 9,714 $7.1M
Sciencast Management LP 8,693 $6.3M
Skye Global Management LPHedge fund 8,200 $6M
Allianz Asset Management Gmbh 8,020 $5.8M
Nippon Life Global Investors Americas, Inc. 6,990 $5.1M
Select Equity Group, L.P.Active manager 6,956 $5.1M
South Dakota Investment Council 6,582 $4.8M
Brevan Howard Capital Management LPHedge fund 4,952 $3.6M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
1,078
Ten largest holders
43.1%
of 13F-reported shares
Index fund managers
35.1%
of 13F-reported shares
Active managers and hedge funds
18.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 42 37 17 6 −176K −2.8%
Index fund managers 5 7 0 0 +566K +5.1%
Other institutions 489 418 167 67 +380K +2.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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