Stock ownership · SEC 13F · Q4 2025

CASEYS GEN STORES INC

Institutional ownership of CASEYS GEN STORES INC (CUSIP 147528103) - who holds it, how concentrated it is, and what moved last quarter.

$14.3M
Reported value
7
Institutions
100%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, CASEYS GEN STORES INC ranks #381 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 7 institutions report $14.3M as of Q4 2025, with ownership heavily concentrated in a handful of holders.

7
institutions hold it
$14.3M
reported 13F value
100%
held by top 5
#381
of 775 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

According to SEC Form 13F-HR filings in this corpus, CASEYS GEN STORES INC ranks #381 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 147528103 · Q4 2025 $14M reported

VALUE-MID · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL

  • VALUE-MID #381/775
  • HOLDERS-FOCUS 7 filers
  • CONC-DOM 100% top-5
  • PHOTO-FINISH MARRIOTT INTL NEW
  • ACTIVITY-MID 6 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: MARRIOTT INTL INC NEW

Read with: Ownership concentration guide - CASEYS GEN STORES INC's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · CASEYS GEN STORES INC

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

DOORDASH · near$14MMARRIOTT INTL NEW · near$14MCASEYS GEN STORES · this sto…$14MROSS STORES · near$14MNORTHROP GRUMMAN · near$14M
Aggregate reported institutional value ($)
Largest institutional holders of CASEYS GEN STORES INC
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a CASEYS GEN STORES INC position has risen from 2 to 7 over the last 8 quarters of 13F filings.

02468 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 7
Distinct 13F filers holding CASEYS GEN STORES INC, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Banque Transatlantique SA 16,579 $9.2M 63.9%
2 Pacer Advisors, Inc. 4,447 $2.5M 17.1%
3 Compass Financial Services Inc 3,435 $1.9M 13.2%
4 MidFirst Bank 993 $549K 3.8%
5 Astoria Portfolio Advisors LLC. 354 $238K 1.7%
6 Bell Investment Advisors, Inc 39 $22K 0.2%
7 Anchor Investment Management, LLC 25 $14K 0.1%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among CASEYS GEN STORES INC's reported holders for Q4 2025, by reported value:

Shared-defined discretion (DFND)
63.9%
Sole discretion (SOLE)
36.1%

Latest Quarter Activity · Q4 2025

Frequently Asked Questions

How many institutions hold CASEYS GEN STORES INC?
CASEYS GEN STORES INC is held by 7 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
Where does CASEYS GEN STORES INC sit among tracked securities?
According to SEC Form 13F-HR filings in this corpus, CASEYS GEN STORES INC ranks #381 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of CASEYS GEN STORES INC?
Institutions report $14.3M of CASEYS GEN STORES INC as of Q4 2025.
How concentrated is ownership of CASEYS GEN STORES INC?
The top five institutional holders account for 100% of the reported institutional value in CASEYS GEN STORES INC, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of CASEYS GEN STORES INC?
Banque Transatlantique SA is the largest reported holder of CASEYS GEN STORES INC with $9.2M across 16,579 shares as of Q4 2025.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for CASEYS GEN STORES INC: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($14.3M here).

Similar holder count

Nearest stocks by number of disclosing 13F holders (7 here).

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.