HolderBook

ROSS STORES INC (ROST)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

61
Reporting holders
$413.3M
Reported value
0.0%
Calls
0.0%
Puts
-1,360
Holder change

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

Download these holders as CSV

FilerValueShares Their book Held Change
Fenimore Asset Management Inc$269.8M1,155,8905.92%32q-6.8%-$19.8M
CONGRESS ASSET MANAGEMENT CO$48.4M207,2120.31%4q-2.5%-$1.3M
VALLEY WEALTH MANAGERS, INC.$29.0M124,3021.65%32qHELD
NORTH POINT PORTFOLIO MANAGERS CORP/OH$14.0M60,0852.36%32q-29.0%-$5.7M
KWMG, LLC$11.5M49,2750.83%32q-0.6%-$72.6K
FIRST FINANCIAL BANK - TRUST DIVISION$7.2M31,0030.52%12q-11.3%-$926.4K
Monument Capital Management$4.1M17,5220.85%3q+4.5%+$176.7K
GAMMA Investing LLC$2.8M12,0710.10%12q+19.8%+$465.2K
EASTERN BANK$2.5M10,5570.04%32q+0.5%+$13.3K
Central Pacific Bank - Trust Division$2.0M8,7790.22%11q-19.3%-$489.2K
Mirador Capital Partners LP$2.0M8,7260.24%32qHELD
BRIGHT ROCK CAPITAL MANAGEMENT, LLC$1.9M8,0000.35%9qHELD
Farther Finance Advisors, LLC$1.8M7,5390.01%16q+15.8%+$239.9K
Wedmont Private Capital$1.6M7,2130.04%17q+9.2%+$136.2K
Gradient Investments LLC$1.5M6,5910.02%3q-3.8%-$60.0K
Everhart Financial Group, Inc.$1.3M5,4770.08%11q+1.7%+$21.5K
Avidian Wealth Enterprises, LLC$1.2M5,3090.03%4q+253.2%+$888.4K
Bath Savings Trust Co$1.1M4,8450.12%32qHELD
Legacy Wealth Asset Management, LLC$1.1M4,5770.23%24q-27.4%-$403.5K
Weaver Consulting Group$836.0K3,5820.16%31q+4.3%+$34.5K
CANANDAIGUA NATIONAL BANK & TRUST CO$678.7K2,9080.06%20qHELD
Versant Capital Management, Inc$618.3K2,6490.05%32q+6.9%+$39.9K
RIVERSEDGE ADVISORS, LLC$497.8K2,1330.06%3q+12.1%+$53.7K
Sound Income Strategies, LLC$478.8K2,1260.02%13q+0.9%+$4.3K
Cooper Financial Group$447.1K1,9160.04%5qHELD
CoreCap Advisors, LLC$433.3K1,8560.01%9q+27.1%+$92.4K
Legacy Private Trust Co.$371.3K1,5910.02%2q+26.6%+$78.0K
COLTON GROOME FINANCIAL ADVISORS, LLC$362.3K1,5520.08%5qHELD
Great Waters Wealth Management$354.3K1,5180.03%4q-2.2%-$7.9K
Violich Capital Management, Inc.$350.1K1,5000.04%3qHELD
Valeo Financial Advisors, LLC$338.5K1,4500.01%12q+11.8%+$35.7K
DIVERSIFIED MANAGEMENT INC$309.3K1,3250.05%newNEW
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$285.0K1,2210.00%2q+13.8%+$34.5K
MassMutual Private Wealth & Trust, FSB$279.8K1,1990.01%32q-4.2%-$12.1K
Wealth Enhancement Trust Services, Inc.$240.4K1,0300.03%4q+293.1%+$179.3K
Lincoln Capital LLC$234.4K1,0000.04%3qHELD
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$231.1K9900.17%newNEW
Successful Portfolios LLC$228.5K1,0000.11%3qHELD
Apella Capital, LLC$227.3K1,0080.00%2q-2.3%-$5.4K
TOMPKINS FINANCIAL CORP$183.2K7850.01%8qHELD
ELEVATION WEALTH PARTNERS, LLC$72.6K3110.02%5q+47.4%+$23.3K
Grove Bank & Trust$65.4K2800.01%16qHELD
BURKETT FINANCIAL SERVICES, LLC$55.8K2390.02%2q+1305.9%+$51.8K
Coastline Trust Co$49.0K2100.00%10qHELD
Rosenberg Matthew Hamilton$39.0K1670.01%20qHELD
STEPH & CO$35.9K1540.01%28q-85.6%-$214.3K
GK Wealth Management LLC$31.2K1340.02%newNEW
Marquette Asset Management, LLC$24.7K1060.00%5qHELD
Miller Global Investments, LLC$23.1K990.02%4qHELD
MJT & Associates Financial Advisory Group, Inc.$17.0K730.01%7q-7.6%-$1.4K
AMERICAN NATIONAL BANK & TRUST$16.3K700.00%5q-13.6%-$2.6K
Retirement Wealth Solutions LLC$9.6K410.01%3q+583.3%+$8.2K
GoalVest Advisory LLC$9.1K390.00%3q+225.0%+$6.3K
ATWOOD & PALMER INC$7.0K300.00%2qHELD
Planning Strategies Inc.$6.5K280.00%2q+12.0%
TOTH FINANCIAL ADVISORY CORP$3.0K130.00%4q+160.0%+$1.9K
Davis Capital Management$2.3K100.00%5qHELD
Aventus Investment Advisors, Inc.$1.6K70.00%newNEW
Hickory Point Bank & Trust$93440.00%3qHELD
CX Institutional$8053,4480.02%16q+14.3%
Trust Co$46720.00%4qHELD
GILPIN WEALTH MANAGEMENT, LLC$23410.00%newNEW

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 →

FiledFormFiler % of class
2026-07-2913G/ABlackRock, Inc.8.0%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-172026-09-11Directors or officers departed or appointedfiling

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

DateInsiderRoleSideSharesValue
2026-09-14Conroy James GrantCHIEF EXECUTIVE OFFICERSold49,205$11.3M
2026-09-14Brinkley Stephen CPRESIDENT, OPERATIONSSold6,424$1.5M

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202661$413.3M1,771,330522140.0%
Q2 20261,421$69.1B321,554,6961655684081.3%
Q1 20261,357$64.6B296,224,6112124923770.8%
Q4 20251,227$54.8B300,320,5021794353151.2%
Q3 20251,065$46.3B300,657,0581163413661.0%
Q2 20251,048$38.8B297,422,5681123783272.0%
Q1 20251,022$38.5B296,599,467713234001.5%
Q4 20241,102$46.3B299,550,738873373772.2%
Q3 20241,057$46.6B304,856,174963593431.8%
Q2 20241,033$44.6B301,962,575963723281.6%
Q1 20241,025$45.7B307,508,7461083123491.5%
Q4 2023977$43.2B306,334,2911062873251.9%
Q3 2023905$34.0B295,299,676952882931.7%
Q2 2023881$33.5B295,463,464662703151.1%
Q1 2023895$33.7B313,654,266962802891.5%
Q4 2022901$36.6B308,400,4251402343082.0%
Q3 2022793$26.6B310,607,563832322871.6%
Q2 2022791$22.1B308,875,491832522971.6%
Q1 2022824$27.8B304,466,134792902830.8%
Q4 2021862$35.6B306,901,957662802761.5%
Q3 2021841$33.6B305,245,282532912631.2%
Q2 2021861$38.9B304,438,141832782822.9%
Q1 2021847$36.6B303,765,959762602960.5%
Q4 2020848$37.8B304,040,764972542751.1%
Q3 2020785$28.3B300,841,103622353140.9%
Q2 2020818$26.4B306,404,380932083651.0%
Q1 2020833$27.0B307,777,715802513650.7%
Q4 2019921$37.1B315,921,747772693140.8%
Q3 2019844$35.3B319,890,666702623220.6%
Q2 2019829$33.0B329,751,455842982700.8%
Q1 2019823$31.1B332,350,724882462740.5%
Q4 2018789$28.9B344,440,535914170.9%