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 ($28.7m this quarter). Holder counts are more reliable. Shares outstanding: 530.0m as of 2025-07-26, 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 ≈ $52.63. Options: 28 managers hold calls ($200.6m notional), 34 hold puts ($171.8m).
Trends to Q2 2025
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 |
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 2023 | 486 | 468 |
| Q4 2023 | 449 | 521 |
| Q1 2024 | 511 | 519 |
| Q2 2024 | 503 | 512 |
| Q3 2024 | 504 | 516 |
| Q4 2024 | 545 | 505 |
| Q1 2025 | 548 | 559 |
| Q2 2025 | 497 | 600 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $216.0m | $356.7m | 1.65 |
| Q4 2024 | $177.8m | $225.9m | 1.27 |
| Q1 2025 | $166.9m | $205.7m | 1.23 |
| Q2 2025 | $200.6m | $171.8m | 0.86 |
Biggest buyers
| Invesco Ltd. | Added | +8.3m |
| Capital International Investors | Added | +7.4m |
| ROYAL BANK OF CANADA | Added | +4.4m |
| Select Equity Group, L.P. | Added | +3.8m |
| AXA S.A. | Added | +2.0m |
| Soundwatch Capital LLC | New | +1.5m |
| CITIGROUP INC | Added | +1.1m |
| MARSHALL WACE, LLP | Added | +1.1m |
| VANGUARD GROUP INC | Added | +1.0m |
| MONTRUSCO BOLTON INVESTMENTS INC. | New | +931.0k |
Biggest sellers
| ALLIANCEBERNSTEIN L.P. | Reduced | -10.8m |
| MORGAN STANLEY | Reduced | -7.2m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -2.1m |
| JPMORGAN CHASE & CO | Reduced | -1.9m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -1.6m |
| AMERIPRISE FINANCIAL INC | Reduced | -1.5m |
| Capital World Investors | Reduced | -1.4m |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -1.4m |
| Zurich Insurance Group Ltd/FI | Sold out | -1.2m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.2m |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $41.0m776.8k shares |
| JANE STREET GROUP, LLC | Added | $24.0m454.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $21.6m408.5k shares |
| Twin Tree Management, LP | Added | $14.8m281.1k shares |
| IMC-Chicago, LLC | Added | $14.1m266.4k shares |
| Squarepoint Ops LLC | Added | $10.5m199.3k shares |
| UBS Group AG | Reduced | $8.6m163.5k shares |
| Balyasny Asset Management L.P. | Added | $8.2m155.2k shares |
| GROUP ONE TRADING LLC | Added | $8.1m153.1k shares |
| SIMPLEX TRADING, LLC | Added | $6.6m125.4k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $40.3m763.2k shares |
| JANE STREET GROUP, LLC | Added | $19.9m377.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $12.0m226.6k shares |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | $11.7m2.2k shares |
| IMC-Chicago, LLC | Reduced | $11.7m221.4k shares |
| Interval Partners, LP | New | $11.6m219.7k shares |
| Balyasny Asset Management L.P. | New | $10.3m194.6k shares |
| UBS Group AG | Reduced | $7.3m138.7k shares |
| WOLVERINE TRADING, LLC | Reduced | $6.5m125.2k shares |
| Squarepoint Ops LLC | Added | $6.1m115.6k 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 2025
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 2023 | 0 | — | 2 | $1.8m | $1.7m |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 9 | $35.5m | $3.7m |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 2 | $3.2m | $3.0m |
| Q4 2024 | 0 | — | 1 | $7.0m | $7.0m |
| Q1 2025 | 0 | — | 5 | $7.5m | $680.2k |
| Q2 2025 | 0 | — | 2 | $3.1m | $3.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-23 | Estep Jonathan S EVP Chief Merchandise Officer | Sold plan | $3.0m56.6k shares |
| 2025-05-14 | Rubin Matthew L. SVP Petsense GM | Sold | $145.4k2.8k 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 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.06% of their portfolio | 67.7m $3.6bn | Added +1.0m |
| BlackRock, Inc. 0.05% of their portfolio | 51.8m $2.7bn | Added +844.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.24% of their portfolio | 25.5m $1.3bn | Reduced -2.1m |
| Capital International Investors 0.22% of their portfolio | 23.8m $1.3bn | Added +7.4m |
| STATE STREET CORP 0.05% of their portfolio | 23.0m $1.2bn | Added +150.4k |
| Capital World Investors 0.14% of their portfolio | 18.2m $960.5m | Reduced -1.4m |
| GEODE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 15.4m $808.3m | Added +316.6k |
| Invesco Ltd. 0.14% of their portfolio | 15.1m $795.7m | Added +8.3m |
| ALLIANCEBERNSTEIN L.P. 0.24% of their portfolio | 13.9m $734.2m | Reduced -10.8m |
| Select Equity Group, L.P. 2.86% of their portfolio | 12.7m $670.9m | Added +3.8m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.07% of their portfolio | 11.9m $627.7m | Reduced -33.1k |
| MORGAN STANLEY 0.03% of their portfolio | 8.3m $438.0m | Reduced -7.2m |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 8.2m $430.8m | Reduced -1.9m |
| STIFEL FINANCIAL CORP 0.41% of their portfolio | 8.1m $426.2m | Reduced -84.2k |
| ROYAL BANK OF CANADA 0.03% of their portfolio | 6.2m $327.8m | Added +4.4m |
| WELLS FARGO & COMPANY/MN 0.07% of their portfolio | 6.0m $318.5m | Added +44.8k |
| NORTHERN TRUST CORP 0.04% of their portfolio | 5.7m $301.2m | Reduced -237.8k |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 5.6m $297.2m | Reduced -218.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% of their portfolio | 5.5m $292.3m | Added +610.2k |
| FRANKLIN RESOURCES INC 0.08% of their portfolio | 5.4m $287.3m | Added +752.5k |
| Navera Investment Management Ltd. 5.15% of their portfolio | 5.4m $283.1m | Added +8.8k |
| NORGES BANK 0.03% of their portfolio | 5.2m $275.0m | Reduced -257.3k |
| RAYMOND JAMES FINANCIAL INC 0.09% of their portfolio | 4.9m $258.1m | Reduced -547.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.07% of their portfolio | 4.6m $241.1m | Reduced -78.1k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 4.3m $227.3m | Added +788.3k |
| Legal & General Group Plc 0.05% of their portfolio | 4.1m $217.8m | Reduced -247.1k |
| Bank of New York Mellon Corp 0.04% of their portfolio | 3.5m $187.0m | Reduced -299.9k |
| Clearbridge Investments, LLC 0.15% of their portfolio | 3.5m $186.0m | Reduced -192.8k |
| PROVIDENT TRUST CO 3.22% of their portfolio | 3.3m $176.6m | Reduced -13.1k |
| Amundi 0.06% of their portfolio | 3.3m $183.3m | Reduced -515.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 3.3m $175.0m | Added +18.4k |
| AMERICAN CENTURY COMPANIES INC 0.09% of their portfolio | 3.3m $173.0m | Added +8.3k |
| Alecta Tjanstepension Omsesidigt 0.78% of their portfolio | 3.1m $165.3m | Reduced -272.6k |
| MARSHALL WACE, LLP 0.20% of their portfolio | 3.1m $164.2m | Added +1.1m |
| UBS Group AG 0.03% of their portfolio | 2.9m $155.6m | Added +552.7k |
| NEUBERGER BERMAN GROUP LLC 0.11% of their portfolio | 2.8m $147.6m | Reduced -108.8k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.57% of their portfolio | 2.8m $145.8m | Reduced -1.4m |
| MACQUARIE GROUP LTD 0.17% of their portfolio | 2.6m $138.5m | Reduced -544.6k |
| HSBC HOLDINGS PLC 0.09% of their portfolio | 2.6m $137.5m | Added +903.4k |
| AXA S.A. 0.37% of their portfolio | 2.5m $129.8m | Added +2.0m |
| CITADEL ADVISORS LLC 0.11% of their portfolio | 2.4m $126.5m | Added +500.1k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.54% of their portfolio | 2.3m $123.5m | Added +49.2k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 2.3m $120.9m | Added +25.5k |
| Squarepoint Ops LLC 0.26% of their portfolio | 2.2m $117.5m | Reduced -329.6k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 2.0m $104.3m | Reduced -116.4k |
| CITIGROUP INC 0.06% of their portfolio | 1.7m $92.3m | Added +1.1m |
| Douglass Winthrop Advisors, LLC 1.56% of their portfolio | 1.6m $86.2m | Added +31.2k |
| Swiss National Bank 0.05% of their portfolio | 1.6m $84.9m | Added +101.5k |
| Soundwatch Capital LLC 0.26% of their portfolio | 1.5m $1.5m | New |
| BARCLAYS PLC 0.03% of their portfolio | 1.5m $77.8m | Reduced -9.0k |
| Nuveen, LLC 0.02% of their portfolio | 1.4m $72.6m | Added +88.8k |
| TimesSquare Capital Management, LLC 1.04% of their portfolio | 1.4m $71.8m | Added +137.4k |
| Sumitomo Mitsui Trust Group, Inc. 0.04% of their portfolio | 1.3m $66.0m | Added +31.1k |
| RHUMBLINE ADVISERS 0.06% of their portfolio | 1.2m $64.8m | Added +2.6k |
| LPL Financial LLC 0.02% of their portfolio | 1.2m $60.8m | Reduced -25.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.05% of their portfolio | 1.1m $59.0m | Added +64.7k |
| Stephens Investment Management Group LLC 0.75% of their portfolio | 1.1m $56.9m | Reduced -76.4k |
| FMR LLC 0.00% of their portfolio | 1.1m $56.2m | Reduced -299.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 1.1m $55.7m | Reduced -28.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.06% of their portfolio | 1.0m $55.3m | Reduced -1.0m |
| CIBC Private Wealth Group LLC 0.10% of their portfolio | 1.0m $55.2m | Reduced -35.7k |
| BENJAMIN EDWARDS INC 0.70% of their portfolio | 1.0m $54.7m | Added +26.6k |
| CONGRESS ASSET MANAGEMENT CO 0.37% of their portfolio | 1.0m $54.1m | Added +20.6k |
| Capital Group Private Client Services, Inc. 0.46% of their portfolio | 1.0m $53.1m | Added +105.2k |
| FEDERATED HERMES, INC. 0.10% of their portfolio | 1.0m $53.0m | Added +119.5k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.04% of their portfolio | 999.4k $52.7m | Added +48.2k |
| California Public Employees Retirement System 0.03% of their portfolio | 935.1k $49.3m | Reduced -83.9k |
| Baird Financial Group, Inc. 0.09% of their portfolio | 933.0k $49.2m | Reduced -143.5k |
| MONTRUSCO BOLTON INVESTMENTS INC. 0.54% of their portfolio | 931.0k $49.1m | New |
| NOMURA ASSET MANAGEMENT CO LTD 0.13% of their portfolio | 919.4k $48.5m | Added +109.4k |
| Man Group plc 0.10% of their portfolio | 907.8k $47.9m | Added +708.3k |
| Russell Investments Group, Ltd. 0.06% of their portfolio | 900.9k $47.5m | Added +238.1k |
| Swedbank AB 0.05% of their portfolio | 849.9k $44.8m | First filing |
| NewEdge Advisors, LLC 0.23% of their portfolio | 848.8k $44.8m | Added +21.1k |
| Corient Private Wealth LP 0.06% of their portfolio | 842.3k $44.4m | Reduced -3.9k |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 840.2k $44.3m | Reduced -112.2k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 838.6k $44.3m | Reduced -1.6m |
| DAVIS R M INC 0.82% of their portfolio | 833.2k $44.0m | Added +35.8k |
| National Pension Service 0.04% of their portfolio | 831.6k $43.9m | Added +6.1k |
| Allianz Asset Management GmbH 0.06% of their portfolio | 818.4k $43.2m | Reduced -25.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.05% of their portfolio | 812.8k $42.9m | Added +427 |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 750.9k $39.6m | Reduced -50.1k |
| APG Asset Management N.V. 0.10% of their portfolio | 715.5k $32.2m | Added +240.0k |
| DEARBORN PARTNERS LLC 1.75% of their portfolio | 701.9k $37.0m | Added +52.3k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.03% of their portfolio | 694.7k $36.7m | Added +237.9k |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.02% of their portfolio | 682.3k $36.0m | Reduced -91.1k |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC 1.25% of their portfolio | 669.4k $35.3m | Reduced -684 |
| Willis Investment Counsel 1.99% of their portfolio | 643.6k $34.0m | Added +198.0k |
| CANADA LIFE ASSURANCE Co 0.05% of their portfolio | 627.5k $33.1m | Added +37.6k |
| Norinchukin Bank, The 0.48% of their portfolio | 611.1k $32.2m | Added +83.4k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.29% of their portfolio | 603.3k $31.8m | Added +223.4k |
| Jain Global LLC 0.49% of their portfolio | 601.9k $31.8m | New |
| Pictet Asset Management Holding SA 0.03% of their portfolio | 572.5k $30.2m | Added +201.7k |
| Vontobel Holding Ltd. 0.10% of their portfolio | 571.3k $30.1m | Added +9.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 550.5k $29.0m | Added +283.6k |
| Cerity Partners LLC 0.05% of their portfolio | 530.2k $28.0m | Reduced -87.6k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 528.4k $27.9m | Reduced -1.5m |
| SG Americas Securities, LLC 0.12% of their portfolio | 524.1k $27.7m | Added +504.0k |
| Lansforsakringar Fondforvaltning AB (publ) 0.16% of their portfolio | 514.0k $27.1m | Reduced -82.0k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.05% of their portfolio | 508.9k $26.9m | Reduced -2.9k |