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 ($86.4m this quarter). Holder counts are more reliable. Shares outstanding: 110.1m as of 2023-01-28, 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 ≈ $224.82. Options: 25 managers hold calls ($194.7m notional), 24 hold puts ($247.0m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 969 |
| Q4 2022 | 1,058 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $221.9m | $215.4m | 0.97 |
| Q4 2022 | $194.7m | $247.0m | 1.27 |
Biggest buyers
| STIFEL FINANCIAL CORP | Added | +1.3m |
| ALLIANCEBERNSTEIN L.P. | Added | +985.8k |
| Holocene Advisors, LP | New | +751.3k |
| JPMORGAN CHASE & CO | Added | +723.0k |
| MORGAN STANLEY | Added | +387.2k |
| TWINBEECH CAPITAL LP | New | +349.1k |
| TimesSquare Capital Management, LLC | New | +250.7k |
| MILLENNIUM MANAGEMENT LLC | Added | +222.2k |
| Squarepoint Ops LLC | Added | +170.0k |
| ARGENT CAPITAL MANAGEMENT LLC | New | +111.7k |
Biggest sellers
| Clearbridge Investments, LLC | Reduced | -1.4m |
| BlackRock Inc. | Reduced | -798.1k |
| NORDEA INVESTMENT MANAGEMENT AB | Reduced | -681.4k |
| Caisse de depot et placement du Quebec | Reduced | -377.0k |
| Maj Invest Holding A/S | Reduced | -310.5k |
| BANK OF AMERICA CORP /DE/ | Reduced | -264.2k |
| Employees Provident Fund Board | Sold out | -253.7k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Sold out | -250.5k |
| D. E. Shaw & Co., Inc. | Reduced | -236.7k |
| Man Group plc | Reduced | -229.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $66.5m295.5k shares |
| CITADEL ADVISORS LLC | Reduced | $48.5m215.5k shares |
| GROUP ONE TRADING LLC | Added | $17.0m75.6k shares |
| JANE STREET GROUP, LLC | Reduced | $12.6m56.2k shares |
| Squarepoint Ops LLC | Added | $12.1m54.0k shares |
| SIMPLEX TRADING, LLC | Added | $6.8m30.3k shares |
| Parallax Volatility Advisers, L.P. | Added | $4.7m21.0k shares |
| WOLVERINE TRADING, LLC | New | $4.7m20.8k shares |
| IMC-Chicago, LLC | Reduced | $4.0m17.7k shares |
| TWO SIGMA SECURITIES, LLC | Added | $3.9m17.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $81.8m363.6k shares |
| CITADEL ADVISORS LLC | Added | $62.5m278.0k shares |
| JANE STREET GROUP, LLC | Added | $26.3m117.0k shares |
| Squarepoint Ops LLC | Added | $15.5m68.8k shares |
| Point72 Asset Management, L.P. | Added | $11.5m51.1k shares |
| BARCLAYS PLC | First filing | $8.1m36.0k shares |
| UBS Group AG | Reduced | $7.9m34.9k shares |
| MILLENNIUM MANAGEMENT LLC | New | $6.8m30.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $6.6m29.3k shares |
| WOLVERINE TRADING, LLC | New | $4.6m20.4k 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 in Q4 2022
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 |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 3 | $3.8m | — |
| Q1 2022 | 0 | — | 2 | $6.7m | — |
| Q2 2022 | 0 | — | 1 | $2.5m | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 6 | $7.3m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-11-16 | Barton Kurt D EVP Chief Financial Officer | Sold | $1.6m7.3k shares |
| 2022-11-09 | Rubin Matthew L. SVP Petsense GM | Sold | $299.7k1.5k shares |
| 2022-11-09 | Rubin Matthew L. SVP Petsense GM | Sold | $6.3k31 shares |
| 2022-11-01 | Kersey Melissa EVP Chief HR Officer | Sold | $1.1m4.9k shares |
| 2022-10-28 | MORRIS EDNA Director | Sold | $774.8k3.6k shares |
| 2022-10-26 | Mills Robert D EVP Chief Technology Officer | Sold | $2.3m10.5k shares |
| 2022-10-24 | Weikel Mark J Director | Sold | $1.2m6.0k 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, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.08% of their portfolio | 13.0m $2.9bn | Added +94.1k |
| BlackRock Inc. 0.07% of their portfolio | 10.0m $2.3bn | Reduced -798.1k |
| STATE STREET CORP 0.06% of their portfolio | 4.4m $995.6m | Reduced -156.2k |
| JPMORGAN CHASE & CO 0.09% of their portfolio | 2.7m $616.4m | Added +723.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.07% of their portfolio | 2.4m $529.6m | Added +71.0k |
| Select Equity Group, L.P. 1.92% of their portfolio | 2.2m $492.9m | Reduced -30.3k |
| ALLIANCEBERNSTEIN L.P. 0.22% of their portfolio | 2.2m $485.7m | Added +985.8k |
| MORGAN STANLEY 0.04% of their portfolio | 1.6m $369.4m | Added +387.2k |
| ONTARIO TEACHERS PENSION PLAN BOARD 3.66% of their portfolio | 1.5m $344.1m | Reduced -177.5k |
| WELLS FARGO & COMPANY/MN 0.11% of their portfolio | 1.5m $334.2m | Added +45.5k |
| Invesco Ltd. 0.10% of their portfolio | 1.5m $331.4m | Reduced -137.7k |
| STIFEL FINANCIAL CORP 0.49% of their portfolio | 1.4m $324.7m | Added +1.3m |
| BANK OF AMERICA CORP /DE/ 0.04% of their portfolio | 1.4m $321.7m | Reduced -264.2k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.10% of their portfolio | 1.3m $297.8m | Reduced -29.0k |
| NORTHERN TRUST CORP 0.06% of their portfolio | 1.2m $276.1m | Reduced -14.2k |
| NORGES BANK 0.06% of their portfolio | 1.2m $264.9m | Added +34.5k |
| Amundi 0.14% of their portfolio | 1.2m $262.0m | Added +41.6k |
| Legal & General Group Plc 0.09% of their portfolio | 1.1m $240.9m | Reduced -42.5k |
| Bank of New York Mellon Corp 0.05% of their portfolio | 988.3k $222.3m | Reduced -84.4k |
| DIMENSIONAL FUND ADVISORS LP 0.08% of their portfolio | 974.3k $219.2m | Reduced -6.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.11% of their portfolio | 919.0k $206.8m | Added +89.2k |
| Navera Investment Management Ltd. 6.31% of their portfolio | 905.2k $203.6m | Reduced -2.7k |
| NORDEA INVESTMENT MANAGEMENT AB 0.29% of their portfolio | 828.7k $186.0m | Reduced -681.4k |
| Clearbridge Investments, LLC 0.18% of their portfolio | 817.5k $183.9m | Reduced -1.4m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 805.2k $181.2m | Reduced -21.7k |
| NEUBERGER BERMAN GROUP LLC 0.17% of their portfolio | 789.6k $177.6m | Reduced -5.5k |
| TD Asset Management Inc 0.22% of their portfolio | 787.2k $177.1m | Added +52.5k |
| AMERIPRISE FINANCIAL INC 0.06% of their portfolio | 765.9k $172.3m | Reduced -10.1k |
| Holocene Advisors, LP 1.04% of their portfolio | 751.3k $169.0m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% of their portfolio | 721.9k $162.4m | Added +7.7k |
| Champlain Investment Partners, LLC 0.95% of their portfolio | 660.4k $148.6m | Reduced -5.6k |
| Sumitomo Mitsui Trust Group, Inc. 0.11% of their portfolio | 643.8k $144.8m | Reduced -17.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 579.2k $130.3m | Added +10.5k |
| 1832 Asset Management L.P. 0.26% of their portfolio | 567.9k $127.8m | Reduced -614 |
| Baird Financial Group, Inc. 0.32% of their portfolio | 532.3k $119.8m | Added +85.3k |
| FRANKLIN RESOURCES INC 0.06% of their portfolio | 509.3k $114.6m | Reduced -78.5k |
| Maj Invest Holding A/S 2.97% of their portfolio | 499.3k $112.3m | Reduced -310.5k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.60% of their portfolio | 485.6k $109.2m | Reduced -459 |
| Allianz Asset Management GmbH 0.24% of their portfolio | 473.5k $106.5m | Reduced -77.8k |
| Nuveen Asset Management, LLC 0.04% of their portfolio | 454.0k $102.1m | Reduced -1.5k |
| Swiss National Bank 0.07% of their portfolio | 451.1k $101.5m | Reduced -33.9k |
| DEUTSCHE BANK AG\ 0.06% of their portfolio | 429.4k $96.6m | Added +2.9k |
| RAYMOND JAMES & ASSOCIATES 0.09% of their portfolio | 429.2k $96.6m | Reduced -46.9k |
| AMERICAN CENTURY COMPANIES INC 0.08% of their portfolio | 426.2k $95.9m | Reduced -14.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.11% of their portfolio | 425.7k $95.8m | Reduced -168.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.07% of their portfolio | 422.8k $95.1m | Added +102.3k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.51% of their portfolio | 422.3k $95.0m | Added +9.5k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.15% of their portfolio | 408.6k $91.9m | Added +67.5k |
| FIRST TRUST ADVISORS LP 0.11% of their portfolio | 397.0k $89.3m | Reduced -15.9k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 396.5k $89.2m | Reduced -23.3k |
| Zurich Insurance Group Ltd/FI 1.22% of their portfolio | 380.0k $85.5m | Added +24.3k |
| TWINBEECH CAPITAL LP 1.49% of their portfolio | 349.1k $78.5m | New |
| HSBC HOLDINGS PLC 0.10% of their portfolio | 342.1k $76.9m | Added +90.4k |
| MILLENNIUM MANAGEMENT LLC 0.08% of their portfolio | 318.3k $71.6m | Added +222.2k |
| California Public Employees Retirement System 0.06% of their portfolio | 318.0k $71.5m | Added +40.4k |
| Clark Capital Management Group, Inc. 0.66% of their portfolio | 317.5k $71.4m | Reduced -31.0k |
| PENSIOENFONDS RAIL & OV 2.94% of their portfolio | 313.3k $66.0m | Reduced -104.2k |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 311.1k $70.0m | Reduced -4.2k |
| UBS Group AG 0.03% of their portfolio | 297.9k $67.0m | Added +69.8k |
| MACQUARIE GROUP LTD 0.08% of their portfolio | 289.8k $65.2m | Reduced -67.4k |
| TRUIST FINANCIAL CORP 0.11% of their portfolio | 281.8k $63.4m | Added +4.8k |
| Squarepoint Ops LLC 0.40% of their portfolio | 268.8k $60.5m | Added +170.0k |
| TimesSquare Capital Management, LLC 0.80% of their portfolio | 250.7k $56.4m | New |
| PICTET ASSET MANAGEMENT SA 0.08% of their portfolio | 237.5k $53.4m | Added +175 |
| DEARBORN PARTNERS LLC 2.05% of their portfolio | 225.4k $50.7m | Reduced -4.4k |
| FMR LLC 0.01% of their portfolio | 225.1k $50.6m | Added +3.3k |
| RHUMBLINE ADVISERS 0.07% of their portfolio | 220.4k $49.6m | Added +7.7k |
| BARCLAYS PLC 0.04% of their portfolio | 213.8k $48.1m | First filing |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.07% of their portfolio | 191.4k $43.0m | Reduced -89 |
| CITIGROUP INC 0.06% of their portfolio | 191.0k $43.0m | Reduced -72.4k |
| Swedbank AB 0.09% of their portfolio | 190.0k $42.7m | Added +57.7k |
| CREDIT SUISSE AG/ 0.04% of their portfolio | 182.7k $41.1m | Reduced -29.4k |
| Raymond James Financial Services Advisors, Inc. 0.08% of their portfolio | 181.4k $40.8m | Added +4.1k |
| TRILLIUM ASSET MANAGEMENT, LLC 1.25% of their portfolio | 180.2k $40.5m | Reduced -4.8k |
| WEDGEWOOD PARTNERS INC 7.25% of their portfolio | 175.5k $39.5m | Reduced -791 |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.62% of their portfolio | 172.4k $38.8m | Reduced -31.2k |
| Allspring Global Investments Holdings, LLC 0.07% of their portfolio | 172.1k $38.7m | Added +15.8k |
| KEYBANK NATIONAL ASSOCIATION/OH 0.19% of their portfolio | 169.2k $38.1m | Added +18.8k |
| Robeco Institutional Asset Management B.V. 0.11% of their portfolio | 168.8k $38.0m | Reduced -41.7k |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.21% of their portfolio | 167.3k $37.6m | Reduced -3.7k |
| Vontobel Holding Ltd. 0.36% of their portfolio | 164.3k $36.1m | Added +44.6k |
| AXA S.A. 0.13% of their portfolio | 163.9k $36.9m | Reduced -132.0k |
| Man Group plc 0.13% of their portfolio | 160.5k $36.1m | Reduced -229.4k |
| Caisse de depot et placement du Quebec 0.11% of their portfolio | 158.9k $35.7m | Reduced -377.0k |
| National Pension Service 0.07% of their portfolio | 158.5k $35.7m | Reduced -9.7k |
| LAZARD ASSET MANAGEMENT LLC 0.05% of their portfolio | 158.0k $35.5m | Reduced -43.5k |
| AVIVA PLC 0.17% of their portfolio | 154.9k $34.9m | Added +18.2k |
| CIBC Private Wealth Group LLC 0.11% of their portfolio | 154.2k $33.9m | Added +2.7k |
| DAVIS R M INC 0.92% of their portfolio | 151.4k $34.1m | Added +6.6k |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC 1.47% of their portfolio | 150.2k $33.8m | Reduced -9.2k |
| JUPITER ASSET MANAGEMENT LTD 0.49% of their portfolio | 148.0k $33.3m | Added +69.4k |
| Willis Investment Counsel 2.13% of their portfolio | 147.9k $33.3m | Reduced -582 |
| Stephens Investment Management Group LLC 0.60% of their portfolio | 146.5k $33.3m | Added +9.5k |
| CONGRESS ASSET MANAGEMENT CO 0.32% of their portfolio | 143.0k $32.2m | Added +3.5k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.08% of their portfolio | 142.1k $32.0m | Reduced -4.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.04% of their portfolio | 132.6k $29.8m | Added +271 |
| ITHAKA GROUP LLC 3.36% of their portfolio | 130.0k $29.2m | Added +57.7k |
| VOYA INVESTMENT MANAGEMENT LLC 0.03% of their portfolio | 129.5k $29.1m | Reduced -2.6k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.16% of their portfolio | 127.8k $28.7m | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.10% of their portfolio | 126.4k $28.4m | Reduced -62.5k |