Which funds own TSCO
Tractor Supply Co in the Q2 2026 filings. At least 5 of the 91 current managers on file reported a position, worth $2.1bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went one way: 5 managers opened or added against 2 cutting.
- Managers holding
- 5
- at least, of 91 current
- Combined value
- $2.1bn
- as reported
- Opened
- 2
- new this quarter
- Added to
- 3
- already held
- Trimmed or sold out
- 2
- 2 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Invesco Ltd Long-only · $1264bn book | $1.1bn | 0.1% | 34,581,943 | +$176m+14,327,167 | Added |
| Capital Research Global Investors Long-only · $717bn book | $949m | 0.1% | 30,021,332 | +$467m+19,386,692 | Added |
| Acadian Asset Management LLC Quantitative · $84.2bn book | $74m | 0.1% | 2,331,628 | +$56m+1,947,929 | Added |
| Caxton Associates LLP Macro · $5.3bn book | $7.2m | 0.1% | 226,780 | opened226,780 | New |
| Element Capital Management LLC Macro · $3.2bn book | $2.3m | 0.1% | 72,400 | opened72,400 | New |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Capital World Investors · Long-only$705m held before
- ExodusPoint Capital Management LP · Multi-strategy$18m held before
Ownership through time
At least 10 of the 95 managers whose filings are on file listed TSCO in Q2 2026, against 8 in Q2 2013. 4 managers fewer than in Q1 2026: 3 started positions; 1 sold out, by its own filing; 6 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2013: 8
- Q3 2013: 9
- Q4 2013: 10
- Q1 2014: 7
- Q2 2014: 16
- Q3 2014: 9
- Q4 2014: 13
- Q1 2015: 12
- Q2 2015: 10
- Q3 2015: 11
- Q4 2015: 13
- Q1 2016: 12
- Q2 2016: 14
- Q3 2016: 16
- Q4 2016: 16
- Q1 2017: 16
- Q2 2017: 12
- Q3 2017: 10
- Q4 2017: 10
- Q1 2018: 11
- Q2 2018: 19
- Q3 2018: 18
- Q4 2018: 21
- Q1 2019: 16
- Q2 2019: 19
- Q3 2019: 20
- Q4 2019: 18
- Q1 2020: 18
- Q2 2020: 14
- Q3 2020: 23
- Q4 2020: 15
- Q1 2021: 14
- Q2 2021: 17
- Q3 2021: 14
- Q4 2021: 16
- Q1 2022: 14
- Q2 2022: 17
- Q3 2022: 16
- Q4 2022: 14
- Q1 2023: 12
- Q2 2023: 13
- Q3 2023: 11
- Q4 2023: 12
- Q1 2024: 11
- Q2 2024: 16
- Q3 2024: 13
- Q4 2024: 14
- Q1 2025: 17
- Q2 2025: 16
- Q3 2025: 17
- Q4 2025: 18
- Q1 2026: 14
- Q2 2026: 10
- Q2 2013: $1.5bn
- Q3 2013: $2.0bn
- Q4 2013: $2.2bn
- Q1 2014: $2.1bn
- Q2 2014: $1.9bn
- Q3 2014: $2.0bn
- Q4 2014: $2.5bn
- Q1 2015: $2.6bn
- Q2 2015: $2.7bn
- Q3 2015: $2.6bn
- Q4 2015: $2.5bn
- Q1 2016: $2.7bn
- Q2 2016: $2.9bn
- Q3 2016: $2.1bn
- Q4 2016: $2.1bn
- Q1 2017: $1.3bn
- Q2 2017: $962m
- Q3 2017: $1.0bn
- Q4 2017: $1.0bn
- Q1 2018: $733m
- Q2 2018: $1.2bn
- Q3 2018: $1.4bn
- Q4 2018: $1.1bn
- Q1 2019: $863m
- Q2 2019: $1.1bn
- Q3 2019: $891m
- Q4 2019: $848m
- Q1 2020: $632m
- Q2 2020: $1.1bn
- Q3 2020: $1.8bn
- Q4 2020: $1.3bn
- Q1 2021: $1.3bn
- Q2 2021: $1.3bn
- Q3 2021: $1.2bn
- Q4 2021: $1.5bn
- Q1 2022: $1.5bn
- Q2 2022: $1.4bn
- Q3 2022: $1.3bn
- Q4 2022: $1.8bn
- Q1 2023: $2.0bn
- Q2 2023: $2.4bn
- Q3 2023: $3.2bn
- Q4 2023: $4.2bn
- Q1 2024: $5.1bn
- Q2 2024: $5.4bn
- Q3 2024: $6.2bn
- Q4 2024: $5.5bn
- Q1 2025: $5.6bn
- Q2 2025: $5.0bn
- Q3 2025: $5.0bn
- Q4 2025: $4.5bn
- Q1 2026: $3.9bn
- Q2 2026: $2.9bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Capital Research Global Investors10,634,640 to 30,021,332 shares+$613m
- Invesco Ltd20,254,776 to 34,581,943 shares+$453m
- Acadian Asset Management LLC383,699 to 2,331,628 shares+$62m
- T. Rowe Price Associates Inc21,795,644 to 23,535,386 shares+$55m
- Man Group PLC494,052 to 1,144,452 shares+$21m
Largest decreases, by shares
- Freestone Grove Partners LP429,422 to 54,352 shares-$12m
Left it
- Capital World Investorswas $705m
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Invesco Ltd | Q2 2013 | $1.1bn | $1.1bn | |
| Capital Research Global Investors | Q2 2024 | $949m | $949m | |
| T. Rowe Price Associates Inc | Q2 2013 | $1.5bn | $744m | |
| Acadian Asset Management LLC | Q4 2025 | $74m | $74m | |
| Man Group PLC | Q2 2018 | $96m | $36m | |
| Schonfeld Strategic Advisors LLC | Q4 2016 | $26m | $8.7m | |
| GAMCO Investors Inc | Q2 2013 | $16m | $7.5m | |
| Caxton Associates LLP | Q2 2013 | $15m | $7.2m | |
| Element Capital Management LLC | Q4 2017 | $21m | $2.3m | |
| Freestone Grove Partners LP | Q1 2026 | $19m | $1.7m | |
| Wellington Management Group LLP | Q3 2023 | $1.5bn | last listed Q4 2025 | |
| AllianceBernstein LP | Q2 2013 | $1.4bn | last listed Q1 2026 | |
| Capital World Investors | Q2 2023 | $1.3bn | last listed Q1 2026 | |
| Janus Henderson Group Ltd | Q4 2013 | $380m | last listed Q3 2019 | |
| MFS Investment Management | Q2 2013 | $379m | last listed Q1 2026 | |
| Artisan Partners LP | Q2 2013 | $348m | last listed Q4 2016 | |
| Fidelity (FMR LLC) | Q3 2013 | $305m | last listed Q3 2013 | |
| Neuberger Berman Group LLC | Q2 2013 | $305m | last listed Q4 2025 | |
| Citadel Advisors LLC | Q1 2016 | $247m | last listed Q2 2022 | |
| Marshall Wace LLP | Q2 2014 | $211m | last listed Q1 2026 |
What TSCO is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around TSCO →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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