TRACTOR SUPPLY CO TSCO
COM · Common Stock · CUSIP 892356106 · ISIN US8923561067
American retail chain
- SectorConsumer discretionary
- IndustryRetail-Building Materials, Hardware, Garden Supply
- HeadquartersBrentwood, TN
- Founded1938
- Websitetractorsupply.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 ($27.7m this quarter). Holder counts are more reliable. Shares outstanding: 521.0m as of 2026-07-25, 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 ≈ $31.63. Options: 25 managers hold calls ($301.6m notional), 22 hold puts ($147.3m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 969 |
| Q4 2022 | 1,058 |
| Q1 2023 | 1,064 |
| Q2 2023 | 1,073 |
| Q3 2023 | 1,047 |
| Q4 2023 | 1,098 |
| Q1 2024 | 1,144 |
| Q2 2024 | 1,162 |
| Q3 2024 | 1,167 |
| Q4 2024 | 1,223 |
| Q1 2025 | 1,207 |
| Q2 2025 | 1,181 |
| Q3 2025 | 1,211 |
| Q4 2025 | 1,226 |
| Q1 2026 | 1,166 |
| Q2 2026 | 1,058 |
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 2024 | 504 | 516 |
| Q4 2024 | 545 | 505 |
| Q1 2025 | 548 | 559 |
| Q2 2025 | 497 | 600 |
| Q3 2025 | 525 | 533 |
| Q4 2025 | 498 | 579 |
| Q1 2026 | 473 | 645 |
| Q2 2026 | 510 | 650 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $157.6m | $122.5m | 0.78 |
| Q4 2025 | $109.0m | $78.8m | 0.72 |
| Q1 2026 | $80.6m | $56.9m | 0.71 |
| Q2 2026 | $301.6m | $147.3m | 0.49 |
Biggest buyers
| Capital Research Global Investors | Added | +19.4m |
| Invesco Ltd. | Added | +14.3m |
| Capital International Investors | Added | +13.6m |
| VAN ECK ASSOCIATES CORP | Added | +5.0m |
| Qube Research & Technologies Ltd | New | +3.1m |
| GOLDMAN SACHS GROUP INC | Added | +2.5m |
| BlackRock, Inc. | Added | +2.1m |
| ACADIAN ASSET MANAGEMENT LLC | Added | +1.9m |
| JPMORGAN CHASE & CO | Added | +1.9m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +1.7m |
Biggest sellers
| Capital World Investors | Sold out | -15.6m |
| Select Equity Group, L.P. | Reduced | -9.0m |
| ALLIANCEBERNSTEIN L.P. | Reduced | -7.7m |
| AMERICAN CENTURY COMPANIES INC | Reduced | -5.1m |
| APG Asset Management N.V. | Reduced | -4.4m |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | -3.9m |
| MARSHALL WACE, LLP | Reduced | -2.7m |
| Clearbridge Investments, LLC | Reduced | -1.8m |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Reduced | -1.8m |
| Amundi | Reduced | -1.7m |
Biggest calls
| JANE STREET GROUP, LLC | Added | $82.4m2.6m shares |
| CITADEL ADVISORS LLC | Added | $50.3m1.6m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $45.7m1.4m shares |
| MILLENNIUM MANAGEMENT LLC | New | $19.9m628.7k shares |
| HRT FINANCIAL LP | Added | $16.8m530.0k shares |
| IMC-Chicago, LLC | Added | $14.8m468.8k shares |
| Shay Capital LLC | New | $13.6m430.0k shares |
| Jain Global LLC | New | $7.9m250.0k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $7.3m231.5k shares |
| Squarepoint Ops LLC | Added | $7.1m223.2k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $35.9m1.1m shares |
| CITADEL ADVISORS LLC | Added | $30.2m955.8k shares |
| WELLS FARGO & COMPANY/MN | New | $19.9m629.0k shares |
| IMC-Chicago, LLC | Added | $14.7m466.3k shares |
| GOLDMAN SACHS GROUP INC | New | $9.1m288.0k shares |
| JANE STREET GROUP, LLC | Added | $8.8m278.3k shares |
| SIMPLEX TRADING, LLC | Added | $7.1m223.6k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $3.9m122.9k shares |
| Squarepoint Ops LLC | Reduced | $3.8m121.6k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $2.0m64.4k 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 filed 2026-07-30 | 7.8% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.5% |
| Invesco Ltd. 13G · institution new · filed 2026-08-13 | 6.6% |
| Capital Research Global Investors 13G · institution new · filed 2026-08-12 | 5.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.3% |
| Capital International Investors 13G · institution new · filed 2026-08-12 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 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 |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $7.0m | $7.0m |
| Q1 2025 | 0 | — | 5 | $7.5m | $680.2k |
| Q2 2025 | 0 | — | 2 | $3.1m | $3.0m |
| Q3 2025 | 0 | — | 7 | $9.9m | $8.7m |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 5 | $12.0m | $205.4k |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 3 | $652.4k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-04 | Lawton III Harry A President & CEO, director · Irrevocable Trust | Bought | $501.5k15.6k shares |
| 2026-08-04 | MORRIS EDNA Director · Revocable Trust | Bought | $50.6k1.6k shares |
| 2026-08-03 | Hawaux Andre J Director · Revocable Trust | Bought | $100.3k3.1k 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 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 47.5m $1.5bn | Added +2.1m |
| Invesco Ltd. 0.09% of their portfolio | 34.6m $1.1bn | Added +14.3m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 34.3m $1.1bn | Reduced -17.3k |
| Capital Research Global Investors 0.13% of their portfolio | 30.0m $949.0m | Added +19.4m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.04% of their portfolio | 26.7m $844.3m | Reduced -1.2m |
| Capital International Investors 0.17% of their portfolio | 25.8m $816.5m | Added +13.6m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.07% of their portfolio | 23.5m $744.0m | Added +1.7m |
| STATE STREET CORP 0.02% of their portfolio | 23.5m $742.9m | Added +665.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 15.6m $490.7m | Reduced -803.2k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 10.7m $332.8m | Added +1.9m |
| FRANKLIN RESOURCES INC 0.06% of their portfolio | 9.2m $292.1m | Reduced -480.0k |
| MORGAN STANLEY 0.01% of their portfolio | 8.9m $282.1m | Added +438.8k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 7.5m $235.6m | Added +2.5m |
| STIFEL FINANCIAL CORP 0.20% of their portfolio | 7.4m $235.2m | Added +111.0k |
| NORGES BANK 0.02% of their portfolio | 6.8m $214.8m | Not comparable |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 5.5m $172.8m | Added +198.1k |
| WELLS FARGO & COMPANY/MN 0.03% of their portfolio | 5.2m $164.3m | Reduced -512.8k |
| VAN ECK ASSOCIATES CORP 0.10% of their portfolio | 5.1m $162.6m | Added +5.0m |
| NORTHERN TRUST CORP 0.02% of their portfolio | 5.1m $162.0m | Reduced -370.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 4.9m $156.3m | Added +150.3k |
| Select Equity Group, L.P. 0.73% of their portfolio | 4.3m $137.1m | Reduced -9.0m |
| Navera Investment Management Ltd. 3.26% of their portfolio | 3.8m $121.4m | Reduced -382.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 3.6m $114.9m | Added +137.1k |
| Legal & General Group Plc 0.02% of their portfolio | 3.5m $110.1m | Reduced -350.9k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 3.3m $105.5m | Reduced -1.1m |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 3.3m $103.9m | Added +1.1m |
| Qube Research & Technologies Ltd 0.11% of their portfolio | 3.1m $99.4m | New |
| VANGUARD FIDUCIARY TRUST CO 0.02% of their portfolio | 2.9m $93.1m | Reduced -103.1k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 2.9m $91.8m | Added +34.6k |
| Amundi 0.02% of their portfolio | 2.8m $87.1m | Reduced -1.7m |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 2.6m $82.8m | Reduced -5.1m |
| UBS Group AG 0.01% of their portfolio | 2.5m $79.9m | Added +70.6k |
| PROVIDENT TRUST CO 1.57% of their portfolio | 2.4m $75.1m | Added +19.8k |
| ACADIAN ASSET MANAGEMENT LLC 0.09% of their portfolio | 2.3m $73.7m | Added +1.9m |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 2.3m $72.4m | Added +1.5m |
| Connor, Clark & Lunn Investment Management Ltd. 0.13% of their portfolio | 2.2m $68.5m | Added +802.7k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.28% of their portfolio | 2.1m $67.4m | Reduced -207.4k |
| Stephens Investment Management Group LLC 0.72% of their portfolio | 2.1m $66.9m | Added +599.9k |
| RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio | 2.0m $62.7m | Reduced -968.5k |
| CITIGROUP INC 0.03% of their portfolio | 1.8m $57.5m | Added +407.8k |
| HSBC HOLDINGS PLC 0.03% of their portfolio | 1.7m $55.0m | Added +274.8k |
| NOMURA ASSET MANAGEMENT CO LTD 0.12% of their portfolio | 1.7m $54.0m | Added +641.5k |
| Alecta Tjanstepension Omsesidigt 0.23% of their portfolio | 1.7m $53.8m | Reduced -494.3k |
| Nuveen, LLC 0.01% of their portfolio | 1.5m $48.3m | Added +182.2k |
| Swiss National Bank 0.02% of their portfolio | 1.5m $46.9m | Reduced -67.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.03% of their portfolio | 1.4m $43.5m | Added +1.1m |
| BARCLAYS PLC 0.01% of their portfolio | 1.3m $42.0m | Added +311.5k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 1.3m $40.5m | Added +63.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 1.3m $40.3m | Added +124.8k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.14% of their portfolio | 1.3m $40.1m | New |
| FMR LLC 0.00% of their portfolio | 1.2m $38.4m | Added +115.1k |
| LPL Financial LLC 0.01% of their portfolio | 1.2m $38.3m | Added +41.5k |
| MONTRUSCO BOLTON INVESTMENTS INC. 0.58% of their portfolio | 1.2m $37.3m | Reduced -110.4k |
| Man Group plc 0.07% of their portfolio | 1.1m $36.2m | Added +650.4k |
| Vanguard Global Advisers, LLC 0.02% of their portfolio | 1.1m $35.7m | Reduced -27.0k |
| BI Asset Management Fondsmaeglerselskab A/S 0.28% of their portfolio | 1.1m $35.4m | Added +2.5k |
| Norinchukin Bank, The 0.33% of their portfolio | 1.1m $34.4m | Added +482.3k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 1.1m $33.5m | Reduced -69.6k |
| Quantinno Capital Management LP 0.04% of their portfolio | 1.0m $31.8m | Added +579.5k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 998.7k $31.2m | Added +471.9k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.02% of their portfolio | 975.1k $30.8m | Added +116.0k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 961.6k $30.4m | Added +724.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 936.3k $29.6m | Reduced -208.7k |
| TimesSquare Capital Management, LLC 0.42% of their portfolio | 909.0k $28.7m | Reduced -530.8k |
| SG Americas Securities, LLC 0.02% of their portfolio | 886.4k $28.0m | Added +294.1k |
| JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio | 843.4k $26.3m | Added +132.8k |
| Point72 Asset Management, L.P. 0.04% of their portfolio | 841.7k $26.6m | Added +765.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 834.4k $26.4m | Added +763.3k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 796.7k $24.9m | Added +339.6k |
| DAVIS R M INC 0.39% of their portfolio | 790.5k $25.0m | Reduced -51.9k |
| California Public Employees Retirement System 0.01% of their portfolio | 790.1k $25.0m | Reduced -8.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 775.9k $24.5m | Reduced -714.7k |
| Willis Investment Counsel 1.14% of their portfolio | 759.7k $24.0m | Added +76.5k |
| Swedbank AB 0.02% of their portfolio | 736.3k $23.3m | Reduced -493.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 735.9k $23.3m | Reduced -28.8k |
| Pictet Asset Management Holding SA 0.02% of their portfolio | 683.7k $21.6m | Reduced -306.6k |
| HRT FINANCIAL LP 0.05% of their portfolio | 655.1k $20.7m | Added +307.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 654.5k $20.7m | Added +23.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 653.6k $20.7m | Reduced -45.0k |
| Capital International, Inc./CA/ 0.14% of their portfolio | 649.9k $20.5m | Added +194.7k |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC 0.65% of their portfolio | 641.4k $20.3m | Added +16.5k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% of their portfolio | 612.2k $19.3m | Added +150.7k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 607.6k $27.5m | Reduced -7.7m |
| DEARBORN PARTNERS LLC 0.72% of their portfolio | 602.1k $26.0m | Added +90.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 601.2k $19.0m | Reduced -1.5m |
| Gotham Asset Management, LLC 0.04% of their portfolio | 573.8k $18.1m | Added +460.0k |
| Baird Financial Group, Inc. 0.02% of their portfolio | 549.0k $17.4m | Reduced -424.1k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.11% of their portfolio | 532.4k $16.8m | Reduced -12.8k |
| AVIVA PLC 0.02% of their portfolio | 507.3k $16.0m | Added +22.9k |
| Gradient Investments LLC 0.21% of their portfolio | 492.5k $15.6m | New |
| TODD ASSET MANAGEMENT LLC 0.28% of their portfolio | 491.4k $15.5m | Reduced -12.8k |
| Banco Santander, S.A. 0.09% of their portfolio | 482.8k $15.3m | New |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 482.4k $15.2m | Added +111.6k |
| Beacon Pointe Advisors, LLC 0.07% of their portfolio | 473.3k $15.0m | Reduced -12.4k |
| Vontobel Holding Ltd. 0.05% of their portfolio | 469.5k $14.8m | Reduced -88.2k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio | 467.4k $14.8m | Reduced -6.0k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 449.7k $14.2m | Reduced -8.1k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 449.0k $14.2m | Added +376.0k |
| Aberdeen Group plc 0.02% of their portfolio | 441.5k $14.0m | Reduced -59.9k |
| Creative Planning 0.01% of their portfolio | 438.7k $13.9m | Added +223.6k |