undamentalytics Newsletter

Tractor Supply: which funds bought and sold

Institutions that bought and sold Tractor Supply 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, 508 institutions that filed 13F reports for both quarters added to or opened positions in Tractor Supply, and 649 cut or closed them. Together they added a net 2.6M shares, +0.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 4.8M shares (−3.8%); index fund managers were net buyers of 446K shares (+0.3%). 129 opened a new position and 239 sold out entirely.

Bought, Q2 2026 508 institutions, 129 of them new holders Sold, Q2 2026 649 institutions, 239 of them sold out
Net change, all compared +2.6M shares (+0.5%)
Net change, active managers −4.8M shares (−3.8%), 42 bought, 43 sold

Buyers versus sellers

institutions compared, 1,272
Active managers and hedge funds 42 bought · 43 sold · −4.8M
Index fund managers 6 bought · 6 sold · +446K
Other institutions 460 bought · 600 sold · +6.9M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Capital Research Global Investors Active manager +19.4M +182.3% 30.0M $949M
Invesco Ltd. +14.3M +70.7% 34.6M $1.1B
Capital International Investors Active manager +13.6M +110.8% 25.8M $816M
Van Eck Associates Corp +5.0M +2983.6% 5.1M $163M
Qube Research & Technologies Ltd Hedge fund +3.1M New position 3.1M $99.4M
Goldman Sachs Group Inc +2.5M +51.1% 7.5M $236M
Blackrock, Inc. Index funds +2.1M +4.7% 47.5M $1.5B
Acadian Asset Management LLC Active manager +1.9M +507.7% 2.3M $73.7M
Jpmorgan Chase & Co +1.9M +22.0% 10.7M $333M
Price T Rowe Associates Inc Active manager +1.7M +8.0% 23.5M $744M
Citadel Advisors LLC Hedge fund +1.5M +189.7% 2.3M $72.4M
Jacobs Levy Equity Management, Inc Active manager +1.3M New position 1.3M $40.1M
Manufacturers Life Insurance Company, The +1.1M +394.0% 1.4M $43.5M
Deutsche Bank Ag\ +1.1M +48.9% 3.3M $104M
Connor, Clark & Lunn Investment Management Ltd. +803K +58.9% 2.2M $68.5M
Point72 Asset Management, L.P. Hedge fund +766K +1005.2% 842K $26.6M
Susquehanna International Group, LLP +763K +1073.9% 834K $26.4M
Russell Investments Group, Ltd. +725K +306.1% 962K $30.4M
State Street Corp Index funds +666K +2.9% 23.5M $743M
Man Group PLC Hedge fund +650K +131.6% 1.1M $36.2M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Capital World Investors Active manager −15.6M Sold out 0 —
Select Equity Group, L.P. Active manager −9.0M −67.4% 4.3M $137M
Alliancebernstein L.P. Active manager −7.7M −92.7% 608K $27.5M
American Century Companies Inc Active manager −5.1M −66.0% 2.6M $82.8M
APG Asset Management N.V. −4.4M −91.8% 389K $10.8M
Envestnet Asset Management Inc −3.9M −90.6% 405K $12.8M
Marshall Wace, LLP Hedge fund −2.7M −99.4% 17K $545,114
Clearbridge Investments, LLC Active manager −1.8M −83.8% 356K $11.2M
Nomura Asset Management International Inc. −1.8M −93.3% 128K $4.1M
Amundi −1.7M −38.1% 2.8M $87.1M
Champlain Investment Partners, LLC Active manager −1.6M −81.7% 368K $11.6M
Massachusetts Financial Services Co Active manager −1.5M −71.2% 601K $19M
Jane Street Group, LLC −1.5M Sold out 0 —
Squarepoint Ops LLC Hedge fund −1.3M −87.7% 177K $5.6M
Vanguard Portfolio Management LLC Index funds −1.2M −4.2% 26.7M $844M
Bank Of America Corp −1.1M −25.1% 3.3M $106M
Raymond James Financial Inc −969K −32.8% 2.0M $62.7M
Congress Asset Management Co Active manager −882K −99.2% 6,906 $218,291
CIBC Bancorp Usa Inc. −855K −81.3% 197K $6.2M
National Pension Service −834K −91.6% 76K $2.4M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Qube Research & Technologies LtdHedge fund 3.1M $99.4M
Jacobs Levy Equity Management, IncActive manager 1.3M $40.1M
Gradient Investments LLC 492K $15.6M
Banco Santander, S.A. 483K $15.3M
Schonfeld Strategic Advisors LLCHedge fund 276K $8.7M
Cantor Fitzgerald Investment Advisors L.P. 227K $7.2M
Caxton Associates LLPHedge fund 227K $7.2M
Imc-Chicago, LLC 217K $6.9M
LMR Partners LLPHedge fund 172K $5.4M
Marex Group Ltd 152K $4.8M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Capital World InvestorsActive manager 15.6M $705M
Jane Street Group, LLC 1.5M $66.4M
Pbu - The Pension Fund Of Early Childhood & Youth Educators 711K $32.2M
J. Goldman & Co LPHedge fund 649K $29.4M
Junto Capital Management LPHedge fund 623K $28.2M
Exoduspoint Capital Management, LPHedge fund 390K $17.6M
Frontier Capital Management Co LLCActive manager 363K $16.4M
Darwins River Capital, LP 219K $9.9M
Renaissance Technologies LLCHedge fund 198K $9M
Tredje Ap-Fonden 198K $9M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
1,053
Ten largest holders
55.1%
of 13F-reported shares
Index fund managers
32.5%
of 13F-reported shares
Active managers and hedge funds
24.4%
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 43 19 12 −4.8M −3.8%
Index fund managers 6 6 0 0 +446K +0.3%
Other institutions 460 600 110 227 +6.9M +3.5%

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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