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 ($54.0m this quarter). Holder counts are more reliable. Shares outstanding: 37.2m as of 2025-06-18, 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 ≈ $510.27. Options: 17 managers hold calls ($106.6m notional), 17 hold puts ($126.8m).
Trends to Q2 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 |
| Q2 2025 | 793 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2025 | 377 | 325 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $55.0m | $88.1m | 1.60 |
| Q4 2024 | $25.4m | $51.4m | 2.02 |
| Q1 2025 | $37.0m | $47.6m | 1.29 |
| Q2 2025 | $106.6m | $126.8m | 1.19 |
Biggest buyers
| VICTORY CAPITAL MANAGEMENT INC | Added | +453.8k |
| Invesco Ltd. | Added | +202.0k |
| STIFEL FINANCIAL CORP | Added | +185.9k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Added | +170.7k |
| ROYAL BANK OF CANADA | Added | +150.9k |
| MILLENNIUM MANAGEMENT LLC | Added | +106.3k |
| CITADEL ADVISORS LLC | Added | +93.7k |
| Holocene Advisors, LP | Added | +74.4k |
| Squarepoint Ops LLC | New | +62.7k |
| Third Point LLC | Added | +60.0k |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -867.9k |
| T. Rowe Price Investment Management, Inc. | Reduced | -488.8k |
| JPMORGAN CHASE & CO | Reduced | -240.8k |
| MORGAN STANLEY | Reduced | -199.7k |
| Thrivent Financial for Lutherans | Reduced | -152.6k |
| SAMLYN CAPITAL, LLC | Reduced | -132.3k |
| Copeland Capital Management, LLC | Reduced | -128.1k |
| BROWN ADVISORY INC | Reduced | -111.8k |
| MACQUARIE GROUP LTD | Reduced | -93.0k |
| River Road Asset Management, LLC | Reduced | -88.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $33.3m65.2k shares |
| Jefferies Financial Group Inc. | New | $17.9m35.0k shares |
| WOLVERINE TRADING, LLC | Added | $13.8m27.2k shares |
| CITADEL ADVISORS LLC | Added | $11.1m21.8k shares |
| IMC-Chicago, LLC | Added | $10.1m19.7k shares |
| Cubist Systematic Strategies, LLC | Added | $7.7m15.0k shares |
| D. E. Shaw & Co., Inc. | Added | $4.1m8.1k shares |
| Twin Tree Management, LP | New | $2.4m4.7k shares |
| JANE STREET GROUP, LLC | Added | $2.2m4.3k shares |
| MILLENNIUM MANAGEMENT LLC | New | $1.4m2.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $46.2m90.6k shares |
| Marex Group Ltd | New | $17.9m35.0k shares |
| CITADEL ADVISORS LLC | Added | $12.9m25.2k shares |
| JANE STREET GROUP, LLC | Added | $11.1m21.8k shares |
| IMC-Chicago, LLC | New | $10.3m20.2k shares |
| WOLVERINE TRADING, LLC | Added | $8.4m16.5k shares |
| Cubist Systematic Strategies, LLC | Added | $6.3m12.4k shares |
| SCOPUS ASSET MANAGEMENT, L.P. | New | $5.0m9.8k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $3.6m7.0k shares |
| MIRAE ASSET SECURITIES (USA) INC. | New | $1.6m3.1k 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 Q2 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2025 | 1 | $100.6k | 7 | $25.9m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-30 | Spanos Mike Director | Bought | $100.6k200 shares |
| 2025-06-17 | REBELEZ DARREN M President and CEO, director | Sold | $10.2m20.0k shares |
| 2025-06-17 | Bramlage Stephen P JR Chief Financial Officer | Sold | $4.3m8.5k shares |
| 2025-06-17 | Koschel Williams Ena Chief Operating Officer | Sold | $4.1m8.0k shares |
| 2025-06-17 | FRAZELL CHAD MICHAEL Chief HR Officer | Sold | $2.4m4.8k shares |
| 2025-06-17 | Lindsey Katrina S Chief Legal Officer | Sold | $1.0m2.0k shares |
| 2025-06-16 | Brennan Thomas P JR Chief Merch. Officer | Sold | $3.3m6.6k shares |
| 2025-06-12 | Wing Allison M. Director | Sold | $502.2k1.0k shares |
| 2025-04-04 | Lindsey Katrina S Chief Legal Officer | Sold | $109.3k250 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, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.03% of their portfolio | 3.8m $1.9bn | Reduced -435 |
| BlackRock, Inc. 0.03% of their portfolio | 3.3m $1.7bn | Reduced -4.8k |
| MORGAN STANLEY 0.05% of their portfolio | 1.6m $819.0m | Reduced -199.7k |
| T. Rowe Price Investment Management, Inc. 0.41% of their portfolio | 1.3m $645.5m | Reduced -488.8k |
| STATE STREET CORP 0.02% of their portfolio | 1.3m $641.5m | Reduced -62.2k |
| FMR LLC 0.03% of their portfolio | 1.1m $560.5m | Added +25.6k |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 795.6k $406.0m | Reduced -240.8k |
| Clearbridge Investments, LLC 0.30% of their portfolio | 724.4k $369.6m | Reduced -67.0k |
| FRANKLIN RESOURCES INC 0.10% of their portfolio | 708.9k $361.7m | Added +2.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 690.5k $352.4m | Reduced -704 |
| RAYMOND JAMES FINANCIAL INC 0.11% of their portfolio | 621.8k $317.3m | Reduced -28.0k |
| JANUS HENDERSON GROUP PLC 0.15% of their portfolio | 604.0k $308.2m | Reduced -24.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.19% of their portfolio | 584.6k $298.3m | Added +453.8k |
| CITADEL ADVISORS LLC 0.23% of their portfolio | 527.2k $269.0m | Added +93.7k |
| Invesco Ltd. 0.04% of their portfolio | 483.9k $246.9m | Added +202.0k |
| Bank of New York Mellon Corp 0.05% of their portfolio | 471.2k $240.4m | Reduced -44.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.07% of their portfolio | 448.9k $229.1m | Added +37.6k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 438.5k $223.7m | Reduced -54.7k |
| NORGES BANK 0.03% of their portfolio | 411.8k $210.2m | Added +56.0k |
| Capital World Investors 0.03% of their portfolio | 411.4k $209.9m | Added +41.8k |
| Vontobel Holding Ltd. 0.65% of their portfolio | 388.8k $198.4m | Reduced -22.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 376.4k $192.1m | Reduced -867.9k |
| Third Point LLC 2.41% of their portfolio | 360.0k $183.7m | Added +60.0k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 314.2k $160.3m | Reduced -20.3k |
| MACQUARIE GROUP LTD 0.18% of their portfolio | 295.5k $150.8m | Reduced -93.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 290.8k $148.4m | Added +5.7k |
| UBS Group AG 0.03% of their portfolio | 285.9k $145.9m | Added +7.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.07% of their portfolio | 261.9k $133.6m | Reduced -7.6k |
| STIFEL FINANCIAL CORP 0.12% of their portfolio | 247.5k $126.3m | Added +185.9k |
| BROWN ADVISORY INC 0.16% of their portfolio | 242.6k $123.8m | Reduced -111.8k |
| CONGRESS ASSET MANAGEMENT CO 0.83% of their portfolio | 238.0k $121.5m | Reduced -35.2k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 234.0k $119.4m | Added +150.9k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 213.5k $108.9m | Added +20.0k |
| Thrivent Financial for Lutherans 0.21% of their portfolio | 189.2k $96.5m | Reduced -152.6k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 187.9k $95.9m | Added +58.6k |
| Corient Private Wealth LP 0.13% of their portfolio | 186.4k $95.1m | Added +22.6k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 183.9k $93.8m | Reduced -29.3k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 175.1k $89.3m | Added +7.6k |
| BRIDGES INVESTMENT MANAGEMENT INC 1.21% of their portfolio | 174.9k $89.3m | Reduced -913 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.09% of their portfolio | 174.7k $89.1m | Added +170.7k |
| EULAV Asset Management 2.09% of their portfolio | 174.2k $88.9m | Added +3.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 173.1k $88.3m | Reduced -20.8k |
| Baird Financial Group, Inc. 0.15% of their portfolio | 172.0k $87.8m | Reduced -29.5k |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 152.4k $77.8m | Added +6.4k |
| Holocene Advisors, LP 0.19% of their portfolio | 150.1k $76.6m | Added +74.4k |
| Nuveen, LLC 0.02% of their portfolio | 136.7k $69.7m | Reduced -39.5k |
| PNC Financial Services Group, Inc. 0.04% of their portfolio | 134.1k $68.4m | Added +7.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 130.2k $66.4m | Added +14.5k |
| BENJAMIN EDWARDS INC 0.84% of their portfolio | 130.0k $66.4m | Added +1.6k |
| Skye Global Management LP 1.37% of their portfolio | 126.0k $64.3m | Unchanged |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.27% of their portfolio | 125.8k $64.2m | Added +24.1k |
| TD Asset Management Inc 0.05% of their portfolio | 125.0k $63.8m | Reduced -12.2k |
| SAMLYN CAPITAL, LLC 0.91% of their portfolio | 123.4k $63.0m | Reduced -132.3k |
| DAVENPORT & Co LLC 0.33% of their portfolio | 116.1k $59.0m | Reduced -17.5k |
| MAIRS & POWER INC 0.57% of their portfolio | 113.9k $58.1m | Reduced -20.6k |
| ANCHOR CAPITAL ADVISORS LLC 1.71% of their portfolio | 113.9k $58.1m | Reduced -4.9k |
| LPL Financial LLC 0.02% of their portfolio | 112.1k $57.2m | Added +25.1k |
| RHUMBLINE ADVISERS 0.05% of their portfolio | 110.8k $56.6m | Reduced -1.3k |
| Copeland Capital Management, LLC 1.15% of their portfolio | 110.0k $56.1m | Reduced -128.1k |
| California Public Employees Retirement System 0.04% of their portfolio | 107.9k $55.1m | Reduced -55.9k |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 107.6k $54.9m | Added +106.3k |
| Alyeska Investment Group, L.P. 0.18% of their portfolio | 99.2k $50.6m | Reduced -51.3k |
| DEARBORN PARTNERS LLC 2.07% of their portfolio | 85.8k $43.8m | Added +4.7k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.75% of their portfolio | 82.0k $41.9m | Reduced -20.2k |
| Legal & General Group Plc 0.01% of their portfolio | 81.7k $41.7m | Added +1.6k |
| Aberdeen Group plc 0.07% of their portfolio | 79.7k $40.6m | Reduced -145 |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 75.1k $38.3m | Added +999 |
| ProShare Advisors LLC 0.08% of their portfolio | 73.9k $37.7m | Reduced -2.1k |
| Swiss National Bank 0.02% of their portfolio | 70.9k $36.2m | Reduced -1.0k |
| LOOMIS SAYLES & CO L P 0.04% of their portfolio | 70.2k $35.8m | Reduced -15.7k |
| Squarepoint Ops LLC 0.07% of their portfolio | 62.7k $32.0m | New |
| JANE STREET GROUP, LLC 0.05% of their portfolio | 59.7k $30.4m | Added +53.8k |
| Select Equity Group, L.P. 0.13% of their portfolio | 59.2k $30.2m | Reduced -39.9k |
| PRIMECAP MANAGEMENT CO/CA/ 0.02% of their portfolio | 58.9k $30.1m | Reduced -22.7k |
| NATIXIS ADVISORS, LLC 0.05% of their portfolio | 56.9k $29.1m | Added +148 |
| Epoch Investment Partners, Inc. 0.15% of their portfolio | 56.9k $29.0m | Added +52.8k |
| Retirement Systems of Alabama 0.10% of their portfolio | 56.3k $28.7m | Added +192 |
| Cerity Partners LLC 0.05% of their portfolio | 56.1k $28.6m | Reduced -5.5k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 55.1k $28.1m | Reduced -18.5k |
| STRS OHIO 0.10% of their portfolio | 53.6k $27.3m | Reduced -13.2k |
| Hunter Perkins Capital Management, LLC 6.37% of their portfolio | 52.8k $26.9m | Reduced -5.4k |
| MARTINGALE ASSET MANAGEMENT L P 0.66% of their portfolio | 52.4k $26.7m | Reduced -9.7k |
| ZACKS INVESTMENT MANAGEMENT 0.22% of their portfolio | 49.8k $25.4m | Added +973 |
| SEGALL BRYANT & HAMILL, LLC 0.35% of their portfolio | 48.8k $24.9m | Reduced -5.6k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 48.0k $24.5m | New |
| JLB & ASSOCIATES INC 3.33% of their portfolio | 46.8k $23.9m | Added +1.8k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 46.4k $23.7m | Reduced -7.3k |
| Advisors Capital Management, LLC 0.32% of their portfolio | 46.3k $23.6m | Added +344 |
| Carnegie Investment Counsel 0.47% of their portfolio | 45.6k $23.3m | Added +992 |
| MARSHALL WACE, LLP 0.03% of their portfolio | 45.3k $23.1m | New |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.09% of their portfolio | 45.1k $23.0m | Added +11.2k |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC 2.17% of their portfolio | 42.0k $21.4m | Reduced -6.8k |
| River Road Asset Management, LLC 0.27% of their portfolio | 40.9k $21.3m | Reduced -88.0k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 39.2k $20.0m | Unchanged |
| WealthPlan Investment Management, LLC 1.45% of their portfolio | 39.0k $19.9m | Added +654 |
| STATE OF WISCONSIN INVESTMENT BOARD 0.05% of their portfolio | 37.7k $19.2m | Reduced -1.5k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.05% of their portfolio | 37.2k $19.0m | Reduced -82 |
| HANCOCK WHITNEY CORP 0.36% of their portfolio | 37.2k $19.0m | New |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio | 35.5k $18.1m | Reduced -1.2k |
| Azimuth Capital Investment Management LLC 0.67% of their portfolio | 35.5k $18.1m | Added +101 |