CASEYS GEN STORES INC (CASY)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO | $57.0M | 93,641 | 0.37% | 11q | -18.4%-$12.9M |
| Bath Savings Trust Co | $6.9M | 11,284 | 0.71% | 11q | +6.3%+$405.2K |
| Bank of New Hampshire | $3.7M | 6,048 | 0.79% | 18q | -5.2%-$201.4K |
| YHB Investment Advisors, Inc. | $3.3M | 5,406 | 0.21% | 12q | +8.9%+$267.7K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $2.9M | 4,812 | 0.03% | 32q | HELD |
| Iowa State Bank | $2.3M | 3,710 | 0.38% | 2q | +72.2%+$946.2K |
| GAMMA Investing LLC | $1.8M | 2,940 | 0.06% | 12q | +6.8%+$114.4K |
| Farther Finance Advisors, LLC | $1.5M | 2,493 | 0.01% | 15q | +3.1%+$45.6K |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | $1.2M | 2,019 | 0.74% | 3q | +15.7%+$166.7K |
| Barden Capital Management, Inc. | $1.0M | 1,713 | 0.95% | 11q | -4.7%-$51.7K |
| Wedmont Private Capital | $1.0M | 1,581 | 0.02% | 5q | +252.9%+$727.7K |
| Olistico Wealth, LLC | $901.3K | 1,481 | 0.38% | 16q | HELD |
| MOODY NATIONAL BANK TRUST DIVISION | $666.9K | 1,096 | 0.06% | 2q | +8.2%+$50.5K |
| Versant Capital Management, Inc | $599.9K | 986 | 0.05% | 7q | -10.2%-$68.1K |
| Apella Capital, LLC | $455.9K | 720 | 0.01% | 3q | +4.7%+$20.3K |
| ANB BANK | $348.6K | 573 | 0.12% | 8q | HELD |
| Valeo Financial Advisors, LLC | $330.4K | 543 | 0.01% | 5q | -4.1%-$14.0K |
| Stonebridge Financial Group, LLC | $325.5K | 535 | 0.02% | 8q | +3.9%+$12.2K |
| First Citizens Financial Corp | $273.2K | 449 | 0.11% | 6q | +15.4%+$36.5K |
| TITLEIST ASSET MANAGEMENT, LLC | $269.6K | 443 | 0.02% | 3q | -8.1%-$23.7K |
| STEPH & CO | $259.2K | 426 | 0.07% | 28q | -13.8%-$41.4K |
| Sound Income Strategies, LLC | $229.3K | 357 | 0.01% | new | NEW |
| Lincoln Capital LLC | $228.5K | 375 | 0.04% | 3q | +2.5%+$5.5K |
| SEARCY FINANCIAL SERVICES INC /ADV | $205.1K | 337 | 0.07% | 3q | HELD |
| Bank & Trust Co | $63.3K | 104 | 0.04% | 10q | HELD |
| CoreCap Advisors, LLC | $44.4K | 73 | 0.00% | 9q | -77.7%-$154.6K |
| MassMutual Private Wealth & Trust, FSB | $40.2K | 66 | 0.00% | 19q | -8.3%-$3.7K |
| GK Wealth Management LLC | $35.6K | 59 | 0.02% | new | NEW |
| Retirement Wealth Solutions LLC | $21.3K | 35 | 0.01% | 8q | +218.2%+$14.6K |
| FIRST COMMUNITY TRUST NA | $12.2K | 20 | 0.00% | 5q | +33.3%+$3.0K |
| ELEVATION WEALTH PARTNERS, LLC | $11.0K | 18 | 0.00% | 4q | -37.9%-$6.7K |
| Marquette Asset Management, LLC | $7.3K | 12 | 0.00% | 5q | HELD |
| Mn Services Vermogensbeheer B.V. | $6.6K | 10,800 | 0.05% | 2q | HELD |
| GoalVest Advisory LLC | $6.1K | 10 | 0.00% | 2q | HELD |
| Aventus Investment Advisors, Inc. | $2.4K | 4 | 0.00% | new | NEW |
| ATWOOD & PALMER INC | $1.8K | 3 | 0.00% | 4q | HELD |
| Planning Strategies Inc. | $1.2K | 2 | 0.00% | 2q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $609 | 1 | 0.00% | new | NEW |
| Trust Co | $608 | 1 | 0.00% | 4q | HELD |
| CX Institutional | $87 | 142 | 0.00% | 7q | +77.5% |
| Polaris Financial Partners | $29 | 48 | 0.01% | new | FIRST |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-31 | 13G/A | Vanguard Capital Management | 7.4% |
| 2026-07-31 | 13G/A | Vanguard Portfolio Management | 4.9% |
| 2026-07-27 | 13G/A | BlackRock, Inc. | 7.8% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-07 | REBELEZ DARREN M | President and CEO | Sold | 19,000 | $15.2M ×20 |
| 2026-07-08 | Bramlage Stephen P JR | Chief Financial Officer | Sold | 5,700 | $4.8M |
| 2026-06-30 | FRAZELL CHAD MICHAEL | Chief HR Officer | Sold | 3,013 | $2.4M ×2 |
| 2026-07-01 | Koschel Williams Ena | Chief Operating Officer | Sold | 3,000 | $2.4M |
| 2026-07-09 | Koschel Williams Ena | Chief Operating Officer | Sold | 2,800 | $2.3M |
| 2026-06-29 | Lindsey Katrina S | Chief Legal Officer | Sold | 2,000 | $1.6M |
| 2026-07-08 | Wing Allison M. | Director | Sold | 530 | $443.9K |
| 2026-06-26 | Spanos Mike | Director | Bought | 256 | $199.4K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 38 | $87.9M | 144,376 | 4 | 14 | 10 | 0.0% |
| Q2 2026 | 1,091 | $29.1B | 35,971,805 | 198 | 340 | 368 | 1.9% |
| Q1 2026 | 965 | $23.5B | 32,047,664 | 171 | 325 | 304 | 1.1% |
| Q4 2025 | 867 | $18.4B | 33,298,846 | 94 | 281 | 275 | 0.6% |
| Q3 2025 | 819 | $18.9B | 32,923,482 | 99 | 253 | 279 | 1.4% |
| Q2 2025 | 796 | $17.2B | 33,228,693 | 109 | 254 | 267 | 1.4% |
| Q1 2025 | 740 | $15.0B | 34,445,259 | 91 | 272 | 219 | 0.6% |
| Q4 2024 | 707 | $16.3B | 41,067,388 | 52 | 236 | 229 | 0.5% |
| Q3 2024 | 679 | $12.4B | 32,537,356 | 67 | 236 | 226 | 1.2% |
| Q2 2024 | 667 | $12.5B | 32,302,252 | 118 | 208 | 206 | 1.4% |
| Q1 2024 | 594 | $11.4B | 35,390,731 | 97 | 181 | 192 | 0.7% |
| Q4 2023 | 567 | $9.4B | 33,925,504 | 66 | 167 | 181 | 1.1% |
| Q3 2023 | 522 | $11.3B | 41,374,443 | 77 | 148 | 182 | 0.5% |
| Q2 2023 | 480 | $8.0B | 32,653,133 | 39 | 157 | 153 | 0.3% |
| Q1 2023 | 483 | $7.3B | 33,775,721 | 45 | 166 | 160 | 0.2% |
| Q4 2022 | 496 | $9.3B | 41,248,347 | 75 | 159 | 147 | 0.2% |
| Q3 2022 | 435 | $6.7B | 32,951,268 | 49 | 145 | 137 | 0.2% |
| Q2 2022 | 422 | $5.9B | 31,923,748 | 53 | 138 | 125 | 0.4% |
| Q1 2022 | 424 | $6.3B | 31,736,110 | 52 | 143 | 114 | 0.3% |
| Q4 2021 | 416 | $6.2B | 31,361,193 | 31 | 153 | 118 | 0.4% |
| Q3 2021 | 403 | $5.9B | 31,285,896 | 31 | 121 | 137 | 0.3% |
| Q2 2021 | 412 | $6.1B | 31,194,662 | 36 | 134 | 123 | 0.3% |
| Q1 2021 | 422 | $7.0B | 32,413,974 | 64 | 125 | 134 | 0.2% |
| Q4 2020 | 398 | $5.8B | 32,248,890 | 31 | 136 | 124 | 0.4% |
| Q3 2020 | 382 | $5.7B | 31,885,187 | 44 | 108 | 142 | 0.7% |
| Q2 2020 | 371 | $4.9B | 32,626,404 | 55 | 116 | 129 | 1.0% |
| Q1 2020 | 368 | $4.4B | 32,953,922 | 43 | 123 | 135 | 0.6% |
| Q4 2019 | 383 | $5.3B | 32,659,068 | 45 | 111 | 131 | 1.5% |
| Q3 2019 | 378 | $5.2B | 32,194,055 | 48 | 108 | 137 | 0.6% |
| Q2 2019 | 376 | $5.2B | 32,698,085 | 65 | 121 | 118 | 2.4% |
| Q1 2019 | 355 | $4.5B | 33,496,474 | 52 | 109 | 104 | 3.2% |
| Q4 2018 | 344 | $4.3B | 33,246,570 | 6 | 5 | 3 | 0.3% |