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 ($77.8m this quarter). Holder counts are more reliable. Shares outstanding: 37.0m as of 2026-03-05, 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 ≈ $726.50. Options: 10 managers hold calls ($106.8m notional), 13 hold puts ($156.4m).
Trends to Q1 2026
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 |
| Q3 2025 | 815 |
| Q4 2025 | 866 |
| Q1 2026 | 964 |
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 2024 | 337 | 261 |
| Q3 2024 | 318 | 297 |
| Q4 2024 | 303 | 294 |
| Q1 2025 | 375 | 293 |
| Q2 2025 | 377 | 325 |
| Q3 2025 | 380 | 362 |
| Q4 2025 | 399 | 360 |
| Q1 2026 | 521 | 384 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $106.6m | $126.8m | 1.19 |
| Q3 2025 | $127.5m | $144.6m | 1.13 |
| Q4 2025 | $38.3m | $79.9m | 2.09 |
| Q1 2026 | $106.8m | $156.4m | 1.46 |
Biggest buyers
| BlackRock, Inc. | Added | +740.4k |
| MARSHALL WACE, LLP | Added | +335.7k |
| Nuveen, LLC | Added | +327.8k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Added | +207.9k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +177.3k |
| BANK OF AMERICA CORP /DE/ | Added | +164.5k |
| STATE STREET CORP | Added | +139.7k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | New | +118.1k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +93.3k |
| TD Asset Management Inc | Added | +89.9k |
Biggest sellers
| T. Rowe Price Investment Management, Inc. | Reduced | -780.0k |
| Third Point LLC | Sold out | -455.0k |
| Corient Private Wealth LP | Reduced | -439.1k |
| CITADEL ADVISORS LLC | Reduced | -375.5k |
| MORGAN STANLEY | Reduced | -291.1k |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -273.1k |
| Vontobel Holding Ltd. | Reduced | -190.9k |
| Holocene Advisors, LP | Reduced | -162.8k |
| Clearbridge Investments, LLC | Reduced | -122.4k |
| FMR LLC | Reduced | -121.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $52.6m72.2k shares |
| CITADEL ADVISORS LLC | Added | $27.6m37.9k shares |
| JANE STREET GROUP, LLC | Added | $12.2m16.8k shares |
| IMC-Chicago, LLC | New | $10.6m14.5k shares |
| ExodusPoint Capital Management, LP | New | $2.0m2.8k shares |
| Squarepoint Ops LLC | Reduced | $727.9k1.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $436.7k600 shares |
| Walleye Trading LLC | Reduced | $363.9k500 shares |
| MILLENNIUM MANAGEMENT LLC | New | $218.4k300 shares |
| Walleye Capital LLC | Reduced | $72.8k100 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $75.9m104.3k shares |
| IMC-Chicago, LLC | Added | $26.7m36.7k shares |
| CITADEL ADVISORS LLC | Reduced | $24.3m33.4k shares |
| GROUP ONE TRADING LLC | Added | $11.0m15.1k shares |
| JANE STREET GROUP, LLC | Added | $8.8m12.1k shares |
| Twin Tree Management, LP | Unchanged | $3.2m4.4k shares |
| Walleye Capital LLC | Reduced | $1.6m2.2k shares |
| LOGAN CAPITAL MANAGEMENT INC | New | $1.5m2.1k shares |
| Squarepoint Ops LLC | New | $1.2m1.7k shares |
| Walleye Trading LLC | Reduced | $655.1k900 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 2026
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 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 | — |
| Q3 2025 | 0 | — | 2 | $2.3m | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 2 | $366.0k | 1 | $136.6k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-13 | Spanos Mike Director | Bought | $199.6k300 shares |
| 2026-03-11 | Lindsey Katrina S Chief Legal Officer | Sold | $136.6k200 shares |
| 2026-01-05 | Castanon Moats Maria Director | Bought | $166.4k300 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 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.05% of their portfolio | 4.2m $3.1bn | Added +740.4k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.07% of their portfolio | 1.9m $1.4bn | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 1.7m $1.2bn | First filing |
| STATE STREET CORP 0.03% of their portfolio | 1.4m $1.0bn | Added +139.7k |
| FRANKLIN RESOURCES INC 0.17% of their portfolio | 950.9k $692.1m | Reduced -117.8k |
| MORGAN STANLEY 0.04% of their portfolio | 936.0k $681.3m | Reduced -291.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 847.4k $615.4m | Added +87.0k |
| FMR LLC 0.03% of their portfolio | 831.5k $605.2m | Reduced -121.1k |
| JPMORGAN CHASE & CO 0.04% of their portfolio | 751.6k $529.7m | Added +3.2k |
| Invesco Ltd. 0.04% of their portfolio | 631.1k $459.4m | Added +59.0k |
| RAYMOND JAMES FINANCIAL INC 0.12% of their portfolio | 525.2k $377.1m | Added +7.8k |
| Clearbridge Investments, LLC 0.32% of their portfolio | 506.6k $368.8m | Reduced -122.4k |
| Vontobel Holding Ltd. 1.27% of their portfolio | 506.2k $368.4m | Reduced -190.9k |
| GOLDMAN SACHS GROUP INC 0.05% of their portfolio | 481.4k $350.4m | Added +9.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.09% of their portfolio | 479.8k $349.2m | Added +93.3k |
| Nuveen, LLC 0.09% of their portfolio | 458.9k $334.0m | Added +327.8k |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 448.6k $326.5m | Reduced -12.5k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.30% of their portfolio | 447.1k $325.4m | Added +207.9k |
| Bank of New York Mellon Corp 0.06% of their portfolio | 442.5k $322.1m | Reduced -28.9k |
| Capital World Investors 0.04% of their portfolio | 437.3k $318.3m | Added +11.8k |
| MARSHALL WACE, LLP 0.34% of their portfolio | 430.4k $313.2m | Added +335.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.06% of their portfolio | 427.1k $310.9m | Added +177.3k |
| T. Rowe Price Investment Management, Inc. 0.21% of their portfolio | 425.9k $310.0m | Reduced -780.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.19% of their portfolio | 415.8k $302.6m | Reduced -273.1k |
| JANUS HENDERSON GROUP PLC 0.13% of their portfolio | 369.2k $268.7m | Reduced -79.7k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 345.0k $251.1m | Added +37.4k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 339.8k $247.4m | Added +164.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 313.4k $228.1m | Added +7.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.10% of their portfolio | 252.4k $183.7m | Added +5.3k |
| STIFEL FINANCIAL CORP 0.16% of their portfolio | 238.8k $173.9m | Reduced -4.5k |
| VANGUARD FIDUCIARY TRUST CO 0.04% of their portfolio | 230.9k $168.1m | First filing |
| UBS Group AG 0.03% of their portfolio | 209.9k $152.8m | Added +6.2k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.25% of their portfolio | 198.0k $144.1m | Reduced -56.1k |
| Corient Private Wealth LP 0.20% of their portfolio | 197.5k $141.7m | Reduced -439.1k |
| TD Asset Management Inc 0.10% of their portfolio | 170.0k $123.7m | Added +89.9k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 169.3k $123.2m | Reduced -23.3k |
| AMERICAN CENTURY COMPANIES INC 0.06% of their portfolio | 158.8k $115.6m | Added +6.3k |
| BRIDGES INVESTMENT MANAGEMENT INC 1.54% of their portfolio | 155.7k $113.4m | Reduced -2.4k |
| Thrivent Financial for Lutherans 0.21% of their portfolio | 147.8k $107.6m | Reduced -29.7k |
| PNC Financial Services Group, Inc. 0.06% of their portfolio | 143.0k $104.1m | Added +2.5k |
| Quantinno Capital Management LP 0.17% of their portfolio | 135.7k $98.8m | Reduced -1.5k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 134.8k $74.5m | Reduced -21.5k |
| EULAV Asset Management 3.05% of their portfolio | 131.0k $95.4m | Reduced -43.2k |
| BENJAMIN EDWARDS INC 0.91% of their portfolio | 126.1k $91.8m | Reduced -4.6k |
| CONGRESS ASSET MANAGEMENT CO 0.62% of their portfolio | 118.7k $86.4m | Reduced -11.0k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.28% of their portfolio | 118.1k $86.0m | New |
| LPL Financial LLC 0.02% of their portfolio | 115.8k $84.3m | Added +4.8k |
| RHUMBLINE ADVISERS 0.07% of their portfolio | 112.9k $82.2m | Added +6.4k |
| Swiss National Bank 0.05% of their portfolio | 108.8k $79.2m | Added +35.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 108.6k $79.0m | Added +31.2k |
| Baird Financial Group, Inc. 0.12% of their portfolio | 106.1k $77.2m | Reduced -23.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 104.8k $76.3m | Reduced -10.5k |
| MAIRS & POWER INC 0.71% of their portfolio | 95.9k $69.8m | Reduced -7.9k |
| Legal & General Group Plc 0.02% of their portfolio | 93.6k $68.1m | Added +33.7k |
| Holocene Advisors, LP 0.16% of their portfolio | 92.9k $67.6m | Reduced -162.8k |
| ANCHOR CAPITAL ADVISORS LLC 1.92% of their portfolio | 92.5k $67.3m | Reduced -4.1k |
| HENNESSY ADVISORS INC 2.31% of their portfolio | 88.0k $64.1m | Reduced -7.9k |
| California Public Employees Retirement System 0.04% of their portfolio | 82.3k $59.9m | Reduced -7.9k |
| Man Group plc 0.12% of their portfolio | 80.5k $58.6m | Added +62.9k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 79.2k $57.7m | Added +8.5k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 78.0k $56.8m | Reduced -8.8k |
| DEARBORN PARTNERS LLC 3.06% of their portfolio | 77.8k $56.6m | Reduced -5.4k |
| BROWN ADVISORY INC 0.09% of their portfolio | 74.4k $54.1m | Reduced -75.8k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 72.6k $51.7m | Added +50.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 69.1k $50.3m | New |
| Cerity Partners LLC 0.07% of their portfolio | 67.6k $49.2m | Added +4.7k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 64.2k $46.7m | Added +38.2k |
| FEDERATED HERMES, INC. 0.07% of their portfolio | 63.3k $46.0m | Added +60.3k |
| JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio | 62.4k $44.5m | Added +41.6k |
| TimesSquare Capital Management, LLC 0.74% of their portfolio | 59.7k $43.5m | Added +1.2k |
| Copeland Capital Management, LLC 0.95% of their portfolio | 59.0k $42.9m | Reduced -15.5k |
| Aberdeen Group plc 0.07% of their portfolio | 58.9k $42.9m | Reduced -6.3k |
| Retirement Systems of Alabama 0.14% of their portfolio | 57.1k $41.6m | Added +820 |
| ZACKS INVESTMENT MANAGEMENT 0.30% of their portfolio | 52.2k $38.0m | Added +789 |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.70% of their portfolio | 51.9k $37.8m | Reduced -12.9k |
| LOOMIS SAYLES & CO L P 0.05% of their portfolio | 51.8k $37.7m | Reduced -1.3k |
| JLB & ASSOCIATES INC 5.36% of their portfolio | 51.3k $37.4m | Added +195 |
| DAVENPORT & Co LLC 0.21% of their portfolio | 51.2k $37.3m | Reduced -42.4k |
| Carnegie Investment Counsel 0.72% of their portfolio | 50.6k $36.9m | Reduced -365 |
| NEUBERGER BERMAN GROUP LLC 0.03% of their portfolio | 50.2k $36.5m | Reduced -20.0k |
| Driehaus Capital Management LLC 0.26% of their portfolio | 48.0k $34.9m | Added +6.7k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.14% of their portfolio | 47.0k $34.2m | Reduced -76.2k |
| Squarepoint Ops LLC 0.07% of their portfolio | 46.7k $34.0m | Added +32.8k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 46.6k $33.9m | Added +11.7k |
| Gotham Asset Management, LLC 0.10% of their portfolio | 46.0k $33.5m | Added +15.1k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 45.8k $33.3m | Reduced -375.5k |
| PRIMECAP MANAGEMENT CO/CA/ 0.03% of their portfolio | 45.7k $33.3m | Reduced -300 |
| NATIXIS ADVISORS, LLC 0.05% of their portfolio | 44.9k $32.7m | Reduced -2.8k |
| Advisors Capital Management, LLC 0.37% of their portfolio | 43.6k $31.8m | Reduced -6.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 43.1k $31.4m | Added +7.9k |
| ProShare Advisors LLC 0.05% of their portfolio | 42.3k $30.8m | Reduced -19.5k |
| BARCLAYS PLC 0.01% of their portfolio | 41.3k $30.1m | Added +6.0k |
| Balyasny Asset Management L.P. 0.06% of their portfolio | 40.9k $29.8m | New |
| STRS OHIO 0.12% of their portfolio | 40.5k $29.5m | Reduced -2.2k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 39.8k $29.0m | Added +9.2k |
| Connor, Clark & Lunn Investment Management Ltd. 0.07% of their portfolio | 39.6k $28.8m | Added +18.3k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.06% of their portfolio | 39.6k $28.8m | Added +989 |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 39.1k $28.4m | Added +39.0k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 37.1k $27.0m | Reduced -9.7k |
| AXIOM INVESTORS LLC /DE 0.29% of their portfolio | 36.4k $26.5m | Reduced -7.1k |