CASEYS GEN STORES INC CASY
COM · Common Stock · CUSIP 147528103 · ISIN US1475281036
Chain of convenience stores in the Midwestern United States
- SectorConsumer discretionary
- IndustryRetail-Auto Dealers & Gasoline Stations
- HeadquartersAnkeny, IA
- Founded1968
- Websitecaseys.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($57.5m this quarter). Holder counts are more reliable. Shares outstanding: 37.1m as of 2025-03-06, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $432.67. Options: 13 managers hold calls ($37.0m notional), 12 hold puts ($47.6m).
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 435 |
| Q4 2022 | 493 |
| Q1 2023 | 484 |
| Q2 2023 | 480 |
| Q3 2023 | 525 |
| Q4 2023 | 568 |
| Q1 2024 | 593 |
| Q2 2024 | 667 |
| Q3 2024 | 678 |
| Q4 2024 | 704 |
| Q1 2025 | 740 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 215 | 213 |
| Q3 2023 | 241 | 228 |
| Q4 2023 | 244 | 235 |
| Q1 2024 | 295 | 280 |
| Q2 2024 | 337 | 261 |
| Q3 2024 | 318 | 297 |
| Q4 2024 | 303 | 294 |
| Q1 2025 | 375 | 293 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $63.8m | $110.4m | 1.73 |
| Q3 2024 | $55.0m | $88.1m | 1.60 |
| Q4 2024 | $25.4m | $51.4m | 2.02 |
| Q1 2025 | $37.0m | $47.6m | 1.29 |
Biggest buyers
| WELLINGTON MANAGEMENT GROUP LLP | Added | +816.1k |
| Capital World Investors | Added | +369.1k |
| JPMORGAN CHASE & CO | Added | +306.6k |
| Third Point LLC | New | +300.0k |
| Bank of New York Mellon Corp | Added | +175.4k |
| Alyeska Investment Group, L.P. | New | +150.4k |
| MORGAN STANLEY | Added | +134.9k |
| PNC Financial Services Group, Inc. | Added | +111.0k |
| UBS Group AG | Added | +79.7k |
| SAMLYN CAPITAL, LLC | Added | +76.7k |
Biggest sellers
| NORGES BANK | Reduced | -87.4k |
| Balyasny Asset Management L.P. | Reduced | -56.6k |
| MARSHALL WACE, LLP | Sold out | -51.2k |
| Clearbridge Investments, LLC | Reduced | -46.7k |
| CONGRESS ASSET MANAGEMENT CO | Reduced | -44.1k |
| Skye Global Management LP | Reduced | -42.5k |
| STATE STREET CORP | Reduced | -40.2k |
| D. E. Shaw & Co., Inc. | Reduced | -36.7k |
| Evernest Financial Advisors, LLC | Sold out | -32.6k |
| Holocene Advisors, LP | Reduced | -31.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $12.4m28.6k shares |
| CITADEL ADVISORS LLC | Added | $7.9m18.2k shares |
| IMC-Chicago, LLC | New | $6.3m14.6k shares |
| D. E. Shaw & Co., Inc. | Added | $3.0m7.0k shares |
| WOLVERINE TRADING, LLC | Added | $2.2m5.2k shares |
| Cubist Systematic Strategies, LLC | New | $2.1m4.9k shares |
| JANE STREET GROUP, LLC | Reduced | $824.7k1.9k shares |
| SIMPLEX TRADING, LLC | Added | $781.0k1.8k shares |
| Walleye Capital LLC | Reduced | $434.0k1.0k shares |
| DAVENPORT & Co LLC | Unchanged | $347.2k800 shares |
Biggest puts
| UBS Group AG | Reduced | $22.2m51.1k shares |
| CITADEL ADVISORS LLC | Reduced | $7.1m16.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.4m12.5k shares |
| D. E. Shaw & Co., Inc. | New | $3.0m7.0k shares |
| JANE STREET GROUP, LLC | Added | $2.6m5.9k shares |
| WOLVERINE TRADING, LLC | Reduced | $2.5m5.9k shares |
| SIMPLEX TRADING, LLC | Added | $1.9m4.3k shares |
| Cubist Systematic Strategies, LLC | New | $1.3m2.9k shares |
| Walleye Capital LLC | Reduced | $954.9k2.2k shares |
| Walleye Trading LLC | Reduced | $564.3k1.3k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution -2.2 pts · filed 2026-07-27 | 7.8% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution +2.1 pts · filed 2026-07-31 | 7.4% |
Fell to 5% or below in the last year: VANGUARD PORTFOLIO MANAGEMENT LLC (4.9%, 2026-07-31; now reported by VANGUARD CAPITAL MANAGEMENT LLC), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q1 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 1 | $394.8k | — |
| Q1 2024 | 1 | $199.7k | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 1 | $100.4k | 3 | $8.3m | — |
| Q4 2024 | 1 | $198.4k | 1 | $192.2k | — |
| Q1 2025 | 1 | $100.0k | 1 | $2.0m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-03-26 | RENDA LARREE M Director | Sold | $2.0m4.8k shares |
| 2025-03-13 | Spanos Mike Director | Bought | $100.0k256 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.03% of their portfolio | 3.8m $1.6bn | Reduced -13.4k |
| BlackRock, Inc. 0.03% of their portfolio | 3.3m $1.4bn | Reduced -8.2k |
| MORGAN STANLEY 0.06% of their portfolio | 1.8m $783.3m | Added +134.9k |
| T. Rowe Price Investment Management, Inc. 0.50% of their portfolio | 1.8m $761.2m | Reduced -22.6k |
| STATE STREET CORP 0.02% of their portfolio | 1.3m $572.6m | Reduced -40.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.10% of their portfolio | 1.2m $540.1m | Added +816.1k |
| FMR LLC 0.03% of their portfolio | 1.1m $465.7m | Added +31.2k |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 1.0m $449.9m | Added +306.6k |
| Clearbridge Investments, LLC 0.30% of their portfolio | 791.3k $343.5m | Reduced -46.7k |
| FRANKLIN RESOURCES INC 0.09% of their portfolio | 706.4k $306.6m | Added +27.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 691.2k $300.1m | Added +36.4k |
| RAYMOND JAMES FINANCIAL INC 0.11% of their portfolio | 649.8k $282.0m | Added +52.9k |
| JANUS HENDERSON GROUP PLC 0.15% of their portfolio | 628.6k $271.6m | Reduced -12.6k |
| Bank of New York Mellon Corp 0.04% of their portfolio | 515.6k $223.8m | Added +175.4k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 493.2k $214.0m | Reduced -9.8k |
| CITADEL ADVISORS LLC 0.18% of their portfolio | 433.5k $188.1m | Added +45.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio | 411.3k $178.5m | Reduced -7.8k |
| Vontobel Holding Ltd. 0.65% of their portfolio | 411.0k $178.4m | Reduced -7.4k |
| MACQUARIE GROUP LTD 0.21% of their portfolio | 388.5k $168.6m | Reduced -18.5k |
| Capital World Investors 0.03% of their portfolio | 369.6k $160.4m | Added +369.1k |
| NORGES BANK 0.02% of their portfolio | 355.8k $154.4m | Reduced -87.4k |
| BROWN ADVISORY INC 0.22% of their portfolio | 354.4k $153.8m | Reduced -20.9k |
| Thrivent Financial for Lutherans 0.33% of their portfolio | 341.8k $148.3m | Added +51.3k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 334.4k $145.2m | Added +1.9k |
| Third Point LLC 2.05% of their portfolio | 300.0k $130.2m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 285.1k $123.7m | Added +8.6k |
| Invesco Ltd. 0.02% of their portfolio | 281.9k $122.3m | Reduced -12.8k |
| UBS Group AG 0.03% of their portfolio | 278.6k $120.9m | Added +79.7k |
| CONGRESS ASSET MANAGEMENT CO 0.89% of their portfolio | 273.2k $118.6m | Reduced -44.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.07% of their portfolio | 269.4k $116.9m | Added +26.8k |
| SAMLYN CAPITAL, LLC 1.83% of their portfolio | 255.7k $111.0m | Added +76.7k |
| Copeland Capital Management, LLC 2.07% of their portfolio | 238.1k $103.3m | Reduced -5.6k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 213.2k $92.5m | Added +42.9k |
| Baird Financial Group, Inc. 0.17% of their portfolio | 201.6k $87.5m | Reduced -9.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 193.9k $84.2m | Reduced -14.0k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 193.4k $84.0m | Reduced -10.9k |
| Nuveen, LLC 0.01% of their portfolio | 176.2k $32.0m | First filing |
| BRIDGES INVESTMENT MANAGEMENT INC 1.10% of their portfolio | 175.8k $76.3m | Added +3.0k |
| EULAV Asset Management 1.83% of their portfolio | 170.6k $74.0m | Added +9.1k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 167.5k $72.7m | Added +25.6k |
| California Public Employees Retirement System 0.05% of their portfolio | 163.8k $71.1m | Reduced -5.6k |
| Corient Private Wealth LP 0.12% of their portfolio | 163.8k $71.1m | Added +56.1k |
| Alyeska Investment Group, L.P. 0.26% of their portfolio | 150.4k $65.3m | New |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 146.0k $63.4m | Added +5.9k |
| TD Asset Management Inc 0.05% of their portfolio | 137.2k $59.6m | Added +1.8k |
| MAIRS & POWER INC 0.61% of their portfolio | 134.5k $58.4m | Reduced -3.3k |
| DAVENPORT & Co LLC 0.34% of their portfolio | 133.6k $57.9m | Reduced -561 |
| VICTORY CAPITAL MANAGEMENT INC 0.06% of their portfolio | 130.8k $56.8m | Reduced -9.8k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 129.3k $56.1m | Reduced -6.3k |
| River Road Asset Management, LLC 0.76% of their portfolio | 128.9k $56.0m | Added +37.8k |
| BENJAMIN EDWARDS INC 0.78% of their portfolio | 128.5k $55.8m | Added +16.6k |
| PNC Financial Services Group, Inc. 0.03% of their portfolio | 126.8k $55.1m | Added +111.0k |
| Skye Global Management LP 1.45% of their portfolio | 126.0k $54.7m | Reduced -42.5k |
| ANCHOR CAPITAL ADVISORS LLC 1.54% of their portfolio | 118.8k $51.5m | Reduced -8.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 115.7k $50.2m | Added +7.8k |
| RHUMBLINE ADVISERS 0.05% of their portfolio | 112.1k $48.7m | Reduced -980 |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.86% of their portfolio | 102.3k $44.4m | Reduced -16.4k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.18% of their portfolio | 101.7k $44.1m | Reduced -25.4k |
| Select Equity Group, L.P. 0.19% of their portfolio | 99.1k $43.0m | Added +68.9k |
| LPL Financial LLC 0.01% of their portfolio | 87.0k $37.6m | Added +7.5k |
| LOOMIS SAYLES & CO L P 0.05% of their portfolio | 85.9k $37.3m | Reduced -2.0k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 83.0k $36.0m | Reduced -729 |
| PRIMECAP MANAGEMENT CO/CA/ 0.03% of their portfolio | 81.6k $35.4m | Reduced -2.7k |
| DEARBORN PARTNERS LLC 1.69% of their portfolio | 81.1k $35.2m | Reduced -18.3k |
| Legal & General Group Plc 0.01% of their portfolio | 80.2k $34.8m | Reduced -694 |
| Aberdeen Group plc 0.07% of their portfolio | 79.8k $34.6m | Reduced -1.8k |
| ProShare Advisors LLC 0.07% of their portfolio | 76.0k $33.0m | Reduced -11.7k |
| Holocene Advisors, LP 0.10% of their portfolio | 75.7k $32.9m | Reduced -31.8k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 74.1k $32.2m | Reduced -26.2k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 73.5k $31.9m | Added +4.2k |
| Swiss National Bank 0.02% of their portfolio | 71.9k $31.2m | Reduced -1.1k |
| STRS OHIO 0.12% of their portfolio | 66.8k $29.0m | Reduced -6.4k |
| MARTINGALE ASSET MANAGEMENT L P 0.69% of their portfolio | 62.1k $26.9m | Reduced -7.4k |
| Cerity Partners LLC 0.05% of their portfolio | 61.6k $26.7m | Reduced -326 |
| STIFEL FINANCIAL CORP 0.03% of their portfolio | 61.5k $26.7m | Added +1.0k |
| Hunter Perkins Capital Management, LLC 5.86% of their portfolio | 58.2k $25.3m | Reduced -6.3k |
| NATIXIS ADVISORS, LLC 0.05% of their portfolio | 56.8k $24.7m | Added +1.3k |
| Retirement Systems of Alabama 0.09% of their portfolio | 56.1k $24.3m | Added +47 |
| LORD, ABBETT & CO. LLC 0.09% of their portfolio | 56.0k $24.3m | Reduced -4.5k |
| SEGALL BRYANT & HAMILL, LLC 0.36% of their portfolio | 54.4k $23.6m | Added +1.1k |
| NICOLA WEALTH MANAGEMENT LTD. 2.28% of their portfolio | 53.9k $23.4m | Reduced -8.2k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 53.8k $23.3m | Added +1.9k |
| ZACKS INVESTMENT MANAGEMENT 0.20% of their portfolio | 48.9k $21.2m | Added +1.1k |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC 2.14% of their portfolio | 48.8k $21.2m | Added +422 |
| Advisors Capital Management, LLC 0.31% of their portfolio | 46.0k $20.0m | Added +488 |
| JLB & ASSOCIATES INC 2.72% of their portfolio | 45.0k $19.5m | Added +1.9k |
| Carnegie Investment Counsel 0.44% of their portfolio | 44.6k $18.7m | Added +5.0k |
| Orion Portfolio Solutions, LLC 0.09% of their portfolio | 43.9k $18.3m | Added +22.8k |
| Corebridge Financial, Inc. 0.10% of their portfolio | 41.1k $17.8m | Reduced -1.0k |
| AXIOM INVESTORS LLC /DE 0.08% of their portfolio | 40.5k $17.6m | Added +4.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.04% of their portfolio | 39.3k $17.0m | Added +2.7k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 39.2k $17.0m | Reduced -1.2k |
| WealthPlan Investment Management, LLC 1.64% of their portfolio | 38.3k $16.6m | Added +636 |
| FINANCIAL COUNSELORS INC 0.25% of their portfolio | 37.7k $16.4m | Reduced -3.1k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 37.5k $16.3m | Reduced -1.3k |
| Freestone Grove Partners LP 0.17% of their portfolio | 37.5k $16.3m | Reduced -25.6k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.04% of their portfolio | 37.3k $16.2m | New |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 36.9k $16.0m | Reduced -9.5k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio | 36.7k $15.9m | Unchanged |
| Azimuth Capital Investment Management LLC 0.61% of their portfolio | 35.4k $15.3m | Added +365 |