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 ($36.7m this quarter). Holder counts are more reliable. Shares outstanding: 107.9m as of 2024-07-27, 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 ≈ $269.82. Options: 28 managers hold calls ($271.6m notional), 30 hold puts ($371.9m).
Trends to Q2 2024
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 |
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 |
| Q3 2023 | 486 | 468 |
| Q4 2023 | 449 | 521 |
| Q1 2024 | 511 | 519 |
| Q2 2024 | 503 | 512 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $163.9m | $266.0m | 1.62 |
| Q4 2023 | $209.3m | $249.3m | 1.19 |
| Q1 2024 | $220.4m | $384.0m | 1.74 |
| Q2 2024 | $271.6m | $371.9m | 1.37 |
Biggest buyers
| ALLIANCEBERNSTEIN L.P. | Added | +1.2m |
| MARSHALL WACE, LLP | Added | +345.4k |
| Squarepoint Ops LLC | Added | +277.3k |
| Balyasny Asset Management L.P. | New | +257.5k |
| GOLDMAN SACHS GROUP INC | Added | +237.7k |
| BANK OF AMERICA CORP /DE/ | Added | +202.4k |
| MACQUARIE GROUP LTD | Added | +164.5k |
| Clearbridge Investments, LLC | Added | +162.5k |
| Employees Retirement System of Texas | New | +141.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +118.0k |
Biggest sellers
| MORGAN STANLEY | Reduced | -3.8m |
| Capital International Investors | Reduced | -1.3m |
| Invesco Ltd. | Reduced | -598.0k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -549.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -544.7k |
| Select Equity Group, L.P. | Reduced | -352.9k |
| Maj Invest Holding A/S | Sold out | -328.8k |
| Capital World Investors | Reduced | -289.6k |
| FORT PITT CAPITAL GROUP, LLC | Reduced | -248.6k |
| Champlain Investment Partners, LLC | Reduced | -178.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $61.1m226.4k shares |
| CITADEL ADVISORS LLC | Added | $44.6m165.2k shares |
| BARCLAYS PLC | New | $41.0m152.0k shares |
| IMC-Chicago, LLC | Added | $33.6m124.3k shares |
| UBS Group AG | Reduced | $11.1m41.0k shares |
| Squarepoint Ops LLC | Added | $10.8m40.1k shares |
| JANE STREET GROUP, LLC | Reduced | $10.8m39.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $10.7m39.8k shares |
| WOLVERINE TRADING, LLC | Added | $7.0m25.8k shares |
| MILLENNIUM MANAGEMENT LLC | New | $5.9m22.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $74.8m276.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $64.7m239.6k shares |
| IMC-Chicago, LLC | Added | $51.5m190.6k shares |
| UBS Group AG | Reduced | $26.2m97.0k shares |
| SIMPLEX TRADING, LLC | Added | $24.3m89.9k shares |
| WOLVERINE TRADING, LLC | Added | $19.6m72.6k shares |
| JANE STREET GROUP, LLC | Added | $17.4m64.4k shares |
| TORNO CAPITAL, LLC | New | $14.3m53.0k shares |
| GTS SECURITIES LLC | Added | $8.7m32.1k shares |
| Squarepoint Ops LLC | Added | $8.2m30.4k 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 Q2 2024
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 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 6 | $7.3m | — |
| Q1 2023 | 0 | — | 6 | $10.9m | — |
| Q2 2023 | 0 | — | 4 | $7.0m | $7.0m |
| Q3 2023 | 0 | — | 2 | $1.8m | $1.7m |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 9 | $35.5m | $3.7m |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.07% of their portfolio | 12.9m $3.5bn | Added +77.1k |
| BlackRock Inc. 0.06% of their portfolio | 9.4m $2.5bn | Reduced -88.9k |
| Capital International Investors 0.27% of their portfolio | 4.9m $1.3bn | Reduced -1.3m |
| WELLINGTON MANAGEMENT GROUP LLP 0.22% of their portfolio | 4.6m $1.2bn | Reduced -549.0k |
| STATE STREET CORP 0.05% of their portfolio | 4.5m $1.2bn | Reduced -13.2k |
| JPMORGAN CHASE & CO 0.05% of their portfolio | 4.5m $1.2bn | Reduced -65.5k |
| ALLIANCEBERNSTEIN L.P. 0.41% of their portfolio | 4.3m $1.2bn | Added +1.2m |
| Capital World Investors 0.17% of their portfolio | 3.8m $1.0bn | Reduced -289.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.07% of their portfolio | 2.8m $765.6m | Added +87.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.09% of their portfolio | 2.8m $752.2m | Reduced -544.7k |
| MORGAN STANLEY 0.04% of their portfolio | 2.0m $536.4m | Reduced -3.8m |
| Invesco Ltd. 0.11% of their portfolio | 1.9m $504.8m | Reduced -598.0k |
| STIFEL FINANCIAL CORP 0.50% of their portfolio | 1.6m $445.3m | Reduced -20.8k |
| Select Equity Group, L.P. 1.67% of their portfolio | 1.6m $421.2m | Reduced -352.9k |
| NORGES BANK 0.05% of their portfolio | 1.3m $351.3m | Added +47.6k |
| WELLS FARGO & COMPANY/MN 0.08% of their portfolio | 1.2m $329.0m | Reduced -9.2k |
| DIMENSIONAL FUND ADVISORS LP 0.08% of their portfolio | 1.1m $303.3m | Added +110.3k |
| Navera Investment Management Ltd. 5.35% of their portfolio | 1.1m $285.1m | Reduced -31.1k |
| NORTHERN TRUST CORP 0.05% of their portfolio | 1.1m $283.7m | Reduced -7.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.09% of their portfolio | 983.2k $265.5m | Reduced -1.0k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 948.3k $256.0m | Added +202.4k |
| Legal & General Group Plc 0.07% of their portfolio | 867.7k $234.3m | Reduced -9.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% of their portfolio | 863.1k $233.0m | Added +118.0k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.07% of their portfolio | 800.5k $216.1m | Added +37.1k |
| Bank of New York Mellon Corp 0.04% of their portfolio | 787.8k $212.7m | Reduced -17.8k |
| Alecta Tjanstepension Omsesidigt 1.13% of their portfolio | 750.0k $202.5m | Unchanged |
| PROVIDENT TRUST CO 3.35% of their portfolio | 668.6k $180.5m | Added +10.7k |
| T. Rowe Price Investment Management, Inc. 0.11% of their portfolio | 668.4k $180.5m | Added +9.0k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 657.4k $177.5m | Added +237.7k |
| Amundi 0.07% of their portfolio | 652.5k $170.7m | Reduced -130.4k |
| RAYMOND JAMES & ASSOCIATES 0.11% of their portfolio | 628.8k $169.8m | Reduced -71.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 623.3k $168.3m | Added +15.6k |
| NEUBERGER BERMAN GROUP LLC 0.13% of their portfolio | 588.4k $158.9m | Reduced -9.6k |
| DEUTSCHE BANK AG\ 0.07% of their portfolio | 578.1k $156.1m | Reduced -77.3k |
| Champlain Investment Partners, LLC 0.84% of their portfolio | 505.0k $136.4m | Reduced -178.3k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.55% of their portfolio | 452.3k $122.1m | Reduced -12.7k |
| FRANKLIN RESOURCES INC 0.04% of their portfolio | 445.3k $120.2m | Reduced -60.6k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 420.1k $113.4m | Reduced -114.2k |
| Clearbridge Investments, LLC 0.09% of their portfolio | 403.7k $109.0m | Added +162.5k |
| Nuveen Asset Management, LLC 0.03% of their portfolio | 399.6k $107.9m | Reduced -67.4k |
| EAGLE ASSET MANAGEMENT INC 0.57% of their portfolio | 395.7k $105.9m | Reduced -2.8k |
| UBS Group AG 0.03% of their portfolio | 370.0k $99.9m | Reduced -33.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.06% of their portfolio | 368.2k $99.4m | Added +19.4k |
| MARSHALL WACE, LLP 0.14% of their portfolio | 357.2k $96.5m | Added +345.4k |
| Squarepoint Ops LLC 0.35% of their portfolio | 352.0k $95.0m | Added +277.3k |
| MACQUARIE GROUP LTD 0.10% of their portfolio | 333.6k $90.1m | Added +164.5k |
| Swiss National Bank 0.06% of their portfolio | 319.5k $86.3m | Reduced -4.4k |
| Douglass Winthrop Advisors, LLC 1.75% of their portfolio | 318.4k $86.0m | Added +1.0k |
| 1832 Asset Management L.P. 0.15% of their portfolio | 304.7k $82.3m | Reduced -105.8k |
| BARCLAYS PLC 0.04% of their portfolio | 295.8k $79.9m | Added +48.7k |
| HSBC HOLDINGS PLC 0.05% of their portfolio | 271.8k $73.4m | Reduced -21.9k |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 271.3k $73.3m | Added +4.0k |
| FEDERATED HERMES, INC. 0.17% of their portfolio | 265.9k $71.8m | Reduced -5.3k |
| California Public Employees Retirement System 0.05% of their portfolio | 261.1k $70.5m | Reduced -34.2k |
| Balyasny Asset Management L.P. 0.18% of their portfolio | 257.5k $69.5m | New |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 245.5k $66.3m | Added +17.2k |
| Findlay Park Partners LLP 0.62% of their portfolio | 243.5k $65.8m | Reduced -1.8k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.21% of their portfolio | 242.9k $65.6m | Reduced -11.0k |
| RHUMBLINE ADVISERS 0.06% of their portfolio | 242.4k $65.5m | Added +136 |
| Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio | 242.0k $65.3m | Reduced -19.5k |
| Baird Financial Group, Inc. 0.13% of their portfolio | 235.9k $63.7m | Added +22.2k |
| FIRST TRUST ADVISORS LP 0.06% of their portfolio | 228.7k $61.7m | Reduced -24.5k |
| CIBC Private Wealth Group LLC 0.11% of their portfolio | 225.2k $58.8m | Reduced -947 |
| Allianz Asset Management GmbH 0.10% of their portfolio | 225.2k $60.8m | Reduced -85.1k |
| KEYBANK NATIONAL ASSOCIATION/OH 0.25% of their portfolio | 224.8k $60.7m | Added +7.4k |
| Raymond James Financial Services Advisors, Inc. 0.08% of their portfolio | 218.4k $59.0m | Added +4.2k |
| Capital Group Private Client Services, Inc. 0.56% of their portfolio | 208.1k $56.2m | Reduced -12.4k |
| VOYA INVESTMENT MANAGEMENT LLC 0.05% of their portfolio | 193.3k $52.2m | Added +50.0k |
| JUPITER ASSET MANAGEMENT LTD 0.47% of their portfolio | 182.5k $49.3m | Added +886 |
| CONGRESS ASSET MANAGEMENT CO 0.33% of their portfolio | 172.3k $46.5m | Added +8.5k |
| Corient Private Wealth LP 0.08% of their portfolio | 170.0k $45.9m | Reduced -631 |
| DEARBORN PARTNERS LLC 1.97% of their portfolio | 168.6k $45.5m | Reduced -2.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.06% of their portfolio | 168.2k $45.4m | Reduced -1.6k |
| TimesSquare Capital Management, LLC 0.71% of their portfolio | 166.5k $44.9m | Added +16.0k |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.77% of their portfolio | 162.4k $43.8m | Added +3.4k |
| AVIVA PLC 0.12% of their portfolio | 159.8k $43.1m | Added +18.1k |
| DAVIS R M INC 0.86% of their portfolio | 157.6k $42.5m | Reduced -3.6k |
| National Pension Service 0.05% of their portfolio | 154.9k $41.8m | Reduced -7.5k |
| Stephens Investment Management Group LLC 0.58% of their portfolio | 153.6k $41.5m | Reduced -91.0k |
| NewEdge Advisors, LLC 0.30% of their portfolio | 152.4k $41.2m | Added +7.6k |
| FMR LLC 0.00% of their portfolio | 151.9k $41.0m | Added +16.6k |
| LPL Financial LLC 0.02% of their portfolio | 150.5k $40.6m | Added +3.2k |
| AXA S.A. 0.06% of their portfolio | 146.8k $39.6m | Added +75.6k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.05% of their portfolio | 146.7k $39.6m | Added +12.4k |
| PENSIOENFONDS RAIL & OV 2.97% of their portfolio | 146.7k $39.6m | Reduced -3.0k |
| Employees Retirement System of Texas 0.36% of their portfolio | 141.0k $38.1m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 138.0k $37.3m | Added +44.2k |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC 1.39% of their portfolio | 137.5k $37.1m | Reduced -67 |
| Swedbank AB 0.05% of their portfolio | 130.9k $35.3m | Unchanged |
| Vontobel Holding Ltd. 0.11% of their portfolio | 130.7k $35.3m | Reduced -11.2k |
| NOMURA ASSET MANAGEMENT CO LTD 0.12% of their portfolio | 127.9k $34.5m | Reduced -23.4k |
| Cerity Partners LLC 0.09% of their portfolio | 127.4k $34.4m | Reduced -2.0k |
| TRILLIUM ASSET MANAGEMENT, LLC 0.84% of their portfolio | 123.5k $33.3m | Reduced -15.5k |
| TD Asset Management Inc 0.03% of their portfolio | 121.9k $32.9m | Added +1.1k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.06% of their portfolio | 119.5k $32.3m | Reduced -19.5k |
| CANADA LIFE ASSURANCE Co 0.06% of their portfolio | 116.3k $31.4m | Added +19.6k |
| Aberdeen Group plc 0.06% of their portfolio | 115.6k $31.2m | Added +1.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.05% of their portfolio | 111.1k $30.0m | Added +60.1k |
| J. Goldman & Co LP 1.11% of their portfolio | 111.0k $30.0m | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.98% of their portfolio | 109.6k $29.6m | Reduced -4.7k |