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 ($57.2m this quarter). Holder counts are more reliable. Shares outstanding: 108.8m as of 2023-07-29, 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 ≈ $221.07. Options: 30 managers hold calls ($161.0m notional), 29 hold puts ($293.7m).
Trends to Q2 2023
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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 457 | 456 |
| Q1 2023 | 481 | 472 |
| Q2 2023 | 491 | 478 |
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 |
| Q1 2023 | $187.4m | $312.8m | 1.67 |
| Q2 2023 | $161.0m | $293.7m | 1.82 |
Biggest buyers
| Capital World Investors | New | +3.5m |
| Capital International Investors | Added | +1.2m |
| T. Rowe Price Investment Management, Inc. | New | +816.7k |
| BlackRock Inc. | Added | +429.2k |
| PROVIDENT TRUST CO | New | +320.6k |
| FORT PITT CAPITAL GROUP, LLC | New | +299.5k |
| MILLENNIUM MANAGEMENT LLC | Added | +256.2k |
| Nuveen Asset Management, LLC | Added | +255.4k |
| Qube Research & Technologies Ltd | Added | +243.7k |
| Douglass Winthrop Advisors, LLC | Added | +235.8k |
Biggest sellers
| Holocene Advisors, LP | Sold out | -704.3k |
| JPMORGAN CHASE & CO | Reduced | -630.3k |
| Invesco Ltd. | Reduced | -389.6k |
| WELLS FARGO & COMPANY/MN | Reduced | -291.5k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Reduced | -259.2k |
| 1832 Asset Management L.P. | Reduced | -238.3k |
| ONTARIO TEACHERS PENSION PLAN BOARD | Reduced | -230.6k |
| ALLIANCEBERNSTEIN L.P. | Reduced | -205.7k |
| Select Equity Group, L.P. | Reduced | -193.2k |
| STRS OHIO | Reduced | -188.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $41.1m185.7k shares |
| CITADEL ADVISORS LLC | Reduced | $34.5m156.0k shares |
| JANE STREET GROUP, LLC | Reduced | $10.3m46.7k shares |
| Walleye Trading LLC | Added | $9.5m42.8k shares |
| SIMPLEX TRADING, LLC | Added | $8.7m39.4k shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $8.5m38.4k shares |
| Twin Tree Management, LP | New | $7.5m34.0k shares |
| Squarepoint Ops LLC | Reduced | $6.7m30.1k shares |
| IMC-Chicago, LLC | Reduced | $3.7m16.8k shares |
| UBS Group AG | New | $3.6m16.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $72.4m327.6k shares |
| CITADEL ADVISORS LLC | Reduced | $45.1m204.1k shares |
| Herr Investment Group LLC | Reduced | $39.2m177.3k shares |
| Twin Tree Management, LP | Unchanged | $23.0m103.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $17.1m77.4k shares |
| JANE STREET GROUP, LLC | Reduced | $16.5m74.5k shares |
| UBS Group AG | New | $14.7m66.5k shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $11.5m52.2k shares |
| Walleye Trading LLC | Added | $7.8m35.4k shares |
| Walleye Capital LLC | Added | $6.6m29.8k 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 Q2 2023
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 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 | — |
| Q1 2023 | 0 | — | 6 | $10.9m | — |
| Q2 2023 | 0 | — | 4 | $7.0m | $7.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-05-17 | Estep Jonathan S EVP - CMO | Sold plan | $2.7m12.1k shares |
| 2023-05-17 | Estep Jonathan S EVP - CMO | Sold plan | $37.1k164 shares |
| 2023-05-16 | Barton Kurt D EVP Chief Financial Officer | Sold plan | $2.1m9.1k shares |
| 2023-05-16 | Mills Robert D EVP Chief Technology Officer | Sold plan | $1.8m8.0k shares |
| 2023-04-20 | Yankee Colin EVP Supply Chain | Sold plan | $333.8k1.3k 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 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.07% of their portfolio | 12.9m $2.8bn | Reduced -70.9k |
| BlackRock Inc. 0.06% of their portfolio | 10.1m $2.2bn | Added +429.2k |
| STATE STREET CORP 0.05% of their portfolio | 4.6m $1.0bn | Added +108.6k |
| Capital World Investors 0.15% of their portfolio | 3.5m $773.3m | New |
| Capital International Investors 0.16% of their portfolio | 3.1m $678.6m | Added +1.2m |
| ALLIANCEBERNSTEIN L.P. 0.26% of their portfolio | 2.8m $629.2m | Reduced -205.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.07% of their portfolio | 2.6m $566.1m | Added +69.6k |
| JPMORGAN CHASE & CO 0.06% of their portfolio | 2.2m $484.4m | Reduced -630.3k |
| MORGAN STANLEY 0.03% of their portfolio | 1.6m $343.0m | Added +126.3k |
| STIFEL FINANCIAL CORP 0.46% of their portfolio | 1.5m $339.1m | Added +36.1k |
| Select Equity Group, L.P. 1.25% of their portfolio | 1.5m $332.5m | Reduced -193.2k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.10% of their portfolio | 1.3m $289.8m | Reduced -16.8k |
| WELLS FARGO & COMPANY/MN 0.08% of their portfolio | 1.3m $282.5m | Reduced -291.5k |
| BANK OF AMERICA CORP /DE/ 0.03% of their portfolio | 1.2m $275.9m | Reduced -99.5k |
| ONTARIO TEACHERS PENSION PLAN BOARD 2.88% of their portfolio | 1.2m $275.7m | Reduced -230.6k |
| NORGES BANK 0.05% of their portfolio | 1.2m $255.3m | Reduced -3.2k |
| Invesco Ltd. 0.07% of their portfolio | 1.1m $253.2m | Reduced -389.6k |
| NORTHERN TRUST CORP 0.05% of their portfolio | 1.1m $249.8m | Reduced -89.4k |
| Amundi 0.12% of their portfolio | 1.1m $232.6m | Reduced -71.1k |
| Legal & General Group Plc 0.08% of their portfolio | 1.0m $231.1m | Reduced -8.5k |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 1.0m $226.3m | Added +32.3k |
| Bank of New York Mellon Corp 0.05% of their portfolio | 1.0m $222.3m | Reduced -12.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.09% of their portfolio | 938.2k $207.4m | Reduced -6.7k |
| Navera Investment Management Ltd. 5.16% of their portfolio | 905.6k $200.3m | Added +2.1k |
| TD Asset Management Inc 0.22% of their portfolio | 867.9k $191.9m | Added +37.3k |
| T. Rowe Price Investment Management, Inc. 0.12% of their portfolio | 816.7k $180.6m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 803.9k $177.7m | Reduced -4.9k |
| AMERIPRISE FINANCIAL INC 0.05% of their portfolio | 784.0k $173.4m | Reduced -16.0k |
| NORDEA INVESTMENT MANAGEMENT AB 0.22% of their portfolio | 749.8k $163.2m | Added +44.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% of their portfolio | 722.5k $169.8m | Unchanged |
| NEUBERGER BERMAN GROUP LLC 0.14% of their portfolio | 716.2k $158.3m | Reduced -45.7k |
| Nuveen Asset Management, LLC 0.05% of their portfolio | 701.5k $155.1m | Added +255.4k |
| Champlain Investment Partners, LLC 0.94% of their portfolio | 687.2k $151.9m | Added +39.5k |
| Baird Financial Group, Inc. 0.36% of their portfolio | 615.9k $136.2m | Added +60.3k |
| RAYMOND JAMES & ASSOCIATES 0.11% of their portfolio | 604.2k $133.6m | Added +122.7k |
| FRANKLIN RESOURCES INC 0.06% of their portfolio | 582.9k $128.9m | Added +70.3k |
| DEUTSCHE BANK AG\ 0.07% of their portfolio | 581.4k $128.5m | Added +196.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 578.8k $128.0m | Reduced -6.5k |
| Sumitomo Mitsui Trust Group, Inc. 0.09% of their portfolio | 544.8k $120.5m | Reduced -126.0k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 511.9k $113.2m | Added +99.3k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.53% of their portfolio | 484.5k $107.1m | Reduced -1.7k |
| HSBC HOLDINGS PLC 0.11% of their portfolio | 462.7k $102.3m | Added +139.1k |
| Maj Invest Holding A/S 2.47% of their portfolio | 450.5k $99.6m | Reduced -5.6k |
| CIBC Private Wealth Group LLC 0.11% of their portfolio | 445.7k $98.5m | Added +126.9k |
| 1832 Asset Management L.P. 0.18% of their portfolio | 414.3k $91.6m | Reduced -238.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.06% of their portfolio | 408.5k $90.3m | Reduced -27.0k |
| Allianz Asset Management GmbH 0.18% of their portfolio | 405.8k $89.7m | Added +7.0k |
| Swiss National Bank 0.06% of their portfolio | 396.9k $87.8m | Reduced -41.4k |
| FIRST TRUST ADVISORS LP 0.10% of their portfolio | 393.0k $86.9m | Reduced -47.2k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.38% of their portfolio | 384.6k $85.0m | Reduced -18.5k |
| FMR LLC 0.01% of their portfolio | 368.1k $81.4m | Reduced -98.4k |
| Zurich Insurance Group Ltd/FI 0.84% of their portfolio | 366.9k $81.1m | Added +7.4k |
| DekaBank Deutsche Girozentrale 0.18% of their portfolio | 361.2k $79.1m | Added +38.3k |
| Clark Capital Management Group, Inc. 0.66% of their portfolio | 333.1k $73.6m | Added +8.0k |
| UBS Group AG 0.03% of their portfolio | 323.1k $71.4m | Added +34.5k |
| PROVIDENT TRUST CO 1.62% of their portfolio | 320.6k $70.9m | New |
| AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio | 316.8k $70.0m | Reduced -62.4k |
| PENSIOENFONDS RAIL & OV 2.58% of their portfolio | 313.3k $69.3m | Unchanged |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 307.7k $68.0m | Added +3.2k |
| Qube Research & Technologies Ltd 0.26% of their portfolio | 302.1k $66.8m | Added +243.7k |
| FORT PITT CAPITAL GROUP, LLC 2.44% of their portfolio | 299.5k $66.2m | New |
| California Public Employees Retirement System 0.06% of their portfolio | 294.1k $65.0m | Added +4.8k |
| MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio | 282.1k $62.4m | Added +256.2k |
| Findlay Park Partners LLP 0.59% of their portfolio | 258.4k $57.1m | Reduced -16.2k |
| Handelsbanken Fonder AB 0.29% of their portfolio | 244.6k $54.1m | Added +2.1k |
| BARCLAYS PLC 0.04% of their portfolio | 243.8k $53.9m | Added +30.8k |
| Douglass Winthrop Advisors, LLC 1.28% of their portfolio | 243.2k $53.8m | Added +235.8k |
| RHUMBLINE ADVISERS 0.06% of their portfolio | 236.1k $52.2m | Added +3.0k |
| AXA S.A. 0.17% of their portfolio | 235.9k $52.2m | Added +49.4k |
| Caisse de depot et placement du Quebec 0.13% of their portfolio | 225.7k $49.9m | Added +67.0k |
| DEARBORN PARTNERS LLC 1.90% of their portfolio | 224.6k $49.7m | Added +242 |
| MACQUARIE GROUP LTD 0.06% of their portfolio | 221.0k $48.9m | Reduced -29.0k |
| VOYA INVESTMENT MANAGEMENT LLC 0.05% of their portfolio | 219.2k $48.5m | Added +107.5k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.46% of their portfolio | 218.0k $48.2m | Added +34.3k |
| TimesSquare Capital Management, LLC 0.68% of their portfolio | 215.5k $47.6m | Reduced -23.8k |
| KEYBANK NATIONAL ASSOCIATION/OH 0.20% of their portfolio | 194.8k $43.1m | Added +12.6k |
| Swedbank AB 0.07% of their portfolio | 190.9k $42.2m | Added +937 |
| Raymond James Financial Services Advisors, Inc. 0.07% of their portfolio | 187.7k $41.5m | Added +4.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.12% of their portfolio | 186.7k $41.3m | Added +36.5k |
| FEDERATED HERMES, INC. 0.10% of their portfolio | 182.8k $40.4m | Added +104.6k |
| CREDIT SUISSE AG/ 0.04% of their portfolio | 179.1k $39.6m | Reduced -6.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.06% of their portfolio | 178.3k $39.4m | Reduced -10.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 178.2k $39.4m | Reduced -187.6k |
| TRILLIUM ASSET MANAGEMENT, LLC 1.06% of their portfolio | 171.6k $38.0m | Reduced -7.9k |
| Vontobel Holding Ltd. 0.33% of their portfolio | 169.0k $37.4m | Added +16.5k |
| Allspring Global Investments Holdings, LLC 0.06% of their portfolio | 168.8k $37.3m | Reduced -77.3k |
| Corient Private Wealth LP 0.08% of their portfolio | 166.2k $36.7m | Reduced -138 |
| Stephens Investment Management Group LLC 0.56% of their portfolio | 162.8k $36.0m | Added +2.6k |
| National Pension Service 0.06% of their portfolio | 162.2k $35.3m | Added +8.6k |
| WEDGEWOOD PARTNERS INC 5.75% of their portfolio | 161.5k $35.7m | Reduced -8.5k |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.18% of their portfolio | 152.9k $33.8m | Reduced -11.2k |
| TRUIST FINANCIAL CORP 0.05% of their portfolio | 149.0k $32.9m | Reduced -158.5k |
| DAVIS R M INC 0.79% of their portfolio | 148.8k $32.9m | Added +2.8k |
| JUPITER ASSET MANAGEMENT LTD 0.36% of their portfolio | 147.5k $32.6m | Reduced -6.1k |
| Squarepoint Ops LLC 0.18% of their portfolio | 145.8k $32.2m | Added +134.6k |
| Cerity Partners LLC 0.13% of their portfolio | 145.8k $32.2m | Added +43.1k |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC 1.28% of their portfolio | 143.9k $31.8m | Reduced -2.2k |
| CONGRESS ASSET MANAGEMENT CO 0.28% of their portfolio | 143.8k $31.8m | Added +879 |
| SCOUT INVESTMENTS, INC. 0.60% of their portfolio | 138.4k $29.7m | Added +13.5k |
| NewEdge Advisors, LLC 0.34% of their portfolio | 137.1k $30.3m | Added +7.4k |