Follow-The-Filings

Security

TSCO

Tractor Supply Co. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

15 owners 1 new 3 exits max 4.3% (David Rolfe - Wedgewood P...)

grid → activity →
owners 15
max % 4.3%
tracked value $4B
qoq N 1 A 4 R 6 E 3

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
David Rolfe - Wedgewood Partners Inc. 2026 Q1 4.3% Reduce -0.23 pp 456,094 $21M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Add +0.04 pp 2,677,665 $121M hist
Jensen Investment Management Inc. 2026 Q1 0.1% — 97,780 $4M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Add -0.01 pp 67,725,924 $3.4B hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.03 pp 6,076,029 $304M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 868,368 $39M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce -0.01 pp 282,824 $13M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce -0.04 pp 113,767 $5M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 790,466 $36M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add +0.01 pp 526,784 $24M hist
Kentucky Trust Co. 2026 Q2 stale 0.0% — 500 $16M hist
Renaissance Technologies LLC 2026 Q1 0.0% Reduce -0.08 pp 197,700 $9M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% New 0.0% 76,162 $3M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce -0.01 pp 73,051 $3M hist
Ancora Advisors LLC 2026 Q1 0.0% — 1,868 $85 hist
Ray Dalio - Bridgewater Associates, LP exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 63,729 $3M hist
Dmitry Balyasny - Balyasny Asset Management L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 18,265 $913 hist
Ken Fisher - Fisher Asset Management, LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 4,058 $203 hist

15 current · 3 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $14.56B $14.88B $15.52B
Gross profit $5.23B $5.4B $5.65B
Gross margin * 35.9% 36.3% 36.4%
Net income $1.11B $1.1B $1.1B
Net margin * 7.6% 7.4% 7.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $3.26B $3.31B $3.51B
Total non-current assets * $5.92B $6.5B $7.43B
Total assets $9.19B $9.81B $10.93B
Total current liabilities $2.18B $2.32B $2.61B
Total non-current liabilities * $4.86B $5.22B $5.74B
Total equity $2.15B $2.27B $2.58B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.33B $1.42B $1.64B
Cash from investing -$653.07M -$643.92M -$778.58M
Cash from financing -$486.4M -$922.5M -$914.06M
Net change in cash $194.57M -$145.58M -$57.38M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders