Titelia

Fund shareholders of PriceSmart Inc

ISIN US7415111092 · United States · LEI 549300JVYOSTGVSDZS46

Fund shareholders
350
Of which ETFs
93 257 other funds
Value held
2.3B $ 194.7M SEK
Share of capital
48.8 % of 30.9M shares on Jun 30, 2026
FundSharesValueWeight in fundShare of capital
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 3,803596.8K $0.15 %0.01 %as of Apr 30, 2026 ↗
Aquarius International Fund RBB Fund, Inc. 3,659565.8K $0.07 %0.01 %as of Feb 28, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 3,600541.8K $0.00 %0.01 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 3,599541.6K $0.13 %0.01 %as of Mar 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 3,482524K $0.14 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,450519.2K $0.05 %0.01 %as of Mar 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 3,284515.3K $0.02 %0.01 %as of Apr 30, 2026 ↗
Copeland Dividend Growth Fund Copeland Trust 3,189493.1K $1.82 %0.01 %as of Feb 28, 2026 ↗
Carillon Chartwell Small Cap Value Fund Carillon Series Trust 3,154474.7K $1.15 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 3,153474.5K $0.13 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,069461.9K $0.13 %0.01 %as of Mar 31, 2026 ↗
ALGER EMERGING MARKETS FUND ALGER FUNDS II 2,922458.5K $2.11 %0.01 %as of Apr 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 2,914450.6K $0.16 %0.01 %as of Feb 28, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 2,906456K $0.06 %0.01 %as of Apr 30, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,899448.2K $0.24 %0.01 %as of Feb 28, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 2,889434.8K $0.25 %0.01 %as of Mar 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,792420.2K $0.13 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 2,769434.5K $0.12 %0.01 %as of Apr 30, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 2,761415.5K $0.11 %0.01 %as of Mar 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 2,713408.3K $0.22 %0.01 %as of Mar 31, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 2,694416.5K $0.09 %0.01 %as of Feb 28, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 2,691405K $0.13 %0.01 %as of Mar 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 2,663411.8K $0.07 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 2,653410.2K $0.01 %0.01 %as of Feb 28, 2026 ↗
Small Cap Core Fund Northern Funds 2,647398.4K $0.12 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 2,609403.4K $0.33 %0.01 %as of Feb 28, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 2,549383.6K $0.01 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 2,500386.6K $0.05 %0.01 %as of Feb 28, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 2,500376.3K $0.14 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 2,489390.6K $0.01 %0.01 %as of Apr 30, 2026 ↗
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 2,371372.1K $0.68 %0.01 %as of Apr 30, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 2,315348.4K $0.29 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 2,220348.4K $0.02 %0.01 %as of Apr 30, 2026 ↗
First Trust SMID Growth Strength ETF First Trust Exchange-Traded Fund VI 2,175327.3K $1.18 %0.01 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 2,146323K $0.13 %0.01 %as of Mar 31, 2026 ↗
Direxion Daily Retail Bull 3X Shares Direxion Shares ETF Trust 2,131334.4K $1.06 %0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,073320.5K $0.01 %0.01 %as of Feb 28, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 2,049321.5K $0.12 %0.01 %as of Apr 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,947293K $0.13 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 1,925302.1K $0.00 %0.01 %as of Apr 30, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 1,914288.1K $0.61 %0.01 %as of Mar 31, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 1,904286.6K $0.25 %0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1,882283.2K $0.02 %0.01 %as of Mar 31, 2026 ↗
AQR Small Cap Momentum Style Fund AQR Funds 1,875282.2K $0.17 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,845277.7K $0.02 %0.01 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,786268.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF Invesco Exchange-Traded Fund Trust 1,774278.4K $1.20 %0.01 %as of Apr 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 1,696255.2K $0.06 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,657260K $0.01 %0.01 %as of Apr 30, 2026 ↗
First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII 1,644254.2K $0.30 %0.01 %as of Feb 28, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 1,629251.9K $0.03 %0.01 %as of Feb 28, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 1,620254.2K $0.01 %0.01 %as of Apr 30, 2026 ↗
Calamos International Small Cap Growth Fund CALAMOS INVESTMENT TRUST/IL 1,620254.2K $1.87 %0.01 %as of Apr 30, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 1,588245.5K $0.09 %0.01 %as of Feb 28, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,588239K $0.13 %0.01 %as of Mar 31, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 1,582244.6K $0.07 %0.01 %as of Feb 28, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 1,550233.3K $0.12 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 1,524239.1K $0.01 %0.00 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,500225.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 1,454218.8K $0.14 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 1,403211.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 1,323199.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 1,287202K $0.11 %0.00 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,272196.7K $0.02 %0.00 %as of Feb 28, 2026 ↗
AAM Sawgrass U.S. Small Cap Quality Growth ETF ETF Series Solutions 1,262198K $2.81 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,158174.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 1,112171.9K $0.11 %0.00 %as of Feb 28, 2026 ↗
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 1,100165.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,073168.4K $0.04 %0.00 %as of Apr 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,053162.8K $0.02 %0.00 %as of Feb 28, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 1,051162.5K $0.04 %0.00 %as of Feb 28, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 1,040156.5K $0.09 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 1,028161.3K $0.06 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 1,009156K $0.01 %0.00 %as of Feb 28, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 911143K $0.18 %0.00 %as of Apr 30, 2026 ↗
Catalyst/MAP Global Balanced Fund MUTUAL FUND SERIES TRUST 900135.5K $0.93 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 896134.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
Morningstar U.S. Equity Fund Morningstar Funds Trust 865135.7K $0.01 %0.00 %as of Apr 30, 2026 ↗
Putnam VT Small Cap Growth Fund Putnam Variable Trust 865130.2K $0.35 %0.00 %as of Mar 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 858129.1K $0.13 %0.00 %as of Mar 31, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 856132.4K $0.25 %0.00 %as of Feb 28, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 854128.5K $0.05 %0.00 %as of Mar 31, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 800123.7K $0.03 %0.00 %as of Feb 28, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 774119.7K $0.11 %0.00 %as of Feb 28, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 774119.7K $0.05 %0.00 %as of Feb 28, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 731110K $0.14 %0.00 %as of Mar 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 724113.6K $0.01 %0.00 %as of Apr 30, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 703105.8K $0.08 %0.00 %as of Mar 31, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 700105.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 681102.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 675105.9K $0.14 %0.00 %as of Apr 30, 2026 ↗
Horizon Small/Mid Cap Core Equity ETF Horizon Funds 674104.2K $0.19 %0.00 %as of Feb 28, 2026 ↗
Harbor Emerging Markets Select ETF Harbor ETF Trust 666104.5K $0.93 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 666103K $0.01 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 66499.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 61695.2K $0.01 %0.00 %as of Feb 28, 2026 ↗
Lärarfond Försiktig Lannebo Kapitalförvaltning AB 615881.7K SEK0.08 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 61392.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds 57085.8K $0.17 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 55383.2K $0.01 %0.00 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Invesco S&P SmallCap Consumer Staples ETF Invesco Exchange-Traded Fund Trust II 9.84 %as of Feb 28, 2026 ↗
GMO Small Cap Quality Fund GMO TRUST 4.24 %as of Feb 28, 2026 ↗
Touchstone Funds Group Trust-Touchstone Small Cap Fund Touchstone Funds Group Trust 3.35 %as of Mar 31, 2026 ↗
Penn Series Emerging Markets Equity Fund Penn Series Funds Inc 3.31 %as of Mar 31, 2026 ↗
AAM Sawgrass U.S. Small Cap Quality Growth ETF ETF Series Solutions 2.81 %as of Apr 30, 2026 ↗
Hennessy Cornerstone Growth Fund Hennessy Funds Trust 2.59 %as of Apr 30, 2026 ↗
Fidelity Founders Fund Fidelity Concord Street Trust 2.44 %as of Apr 30, 2026 ↗
AMG River Road Small Cap Value Fund AMG Funds IV 2.27 %as of Apr 30, 2026 ↗
Lord Abbett Focused Small Cap Value Fund LORD ABBETT SECURITIES TRUST 2.26 %as of Apr 30, 2026 ↗
Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust 2.25 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2344+1914,927,281+1.0 %
2026Q1325014,772,672-2.9 %
2025Q4325-315,206,189-1.2 %
2025Q3328-715,391,730+4.5 %
2025Q2335+3814,735,792+10.6 %
2025Q1297013,322,305+4.1 %
2024Q4297+812,798,687+1.8 %
2024Q3289+212,571,086+0.6 %
2024Q2287+112,497,612+5.9 %
2024Q1286-411,797,173-0.9 %
2023Q429011,909,259

Institutional managers

354 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.4,087,992615.2M $as of Mar 31, 2026
FMR LLC1,722,026259.2M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC1,453,112218.7M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,232,619185.5M $as of Mar 31, 2026
Black Creek Investment Management Inc.1,164,834175.3M $as of Mar 31, 2026
STATE STREET CORP1,017,312153.1M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC795,510119.7M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP752,615113.3M $as of Mar 31, 2026
Copeland Capital Management, LLC638,91396.2M $as of Mar 31, 2026
River Road Asset Management, LLC601,17890.5M $as of Mar 31, 2026
Invesco Ltd.526,67779.3M $as of Mar 31, 2026
Pertento Partners LLP524,65679M $as of Mar 31, 2026
MORGAN STANLEY485,13273M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC391,50958.9M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC367,94355.4M $as of Mar 31, 2026
Fisher Asset Management, LLC320,48148.2M $as of Mar 31, 2026
NORTHERN TRUST CORP320,15448.2M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC295,85944.5M $as of Mar 31, 2026
Progeny 3, Inc.272,10041M $as of Mar 31, 2026
Grantham, Mayo, Van Otterloo & Co. LLC257,97038.8M $as of Mar 31, 2026
Boston Trust Walden Corp228,20434.3M $as of Mar 31, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC227,74334.3M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/223,34233.6K $as of Mar 31, 2026
Bank of New York Mellon Corp200,30030.1M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.197,29529.7M $as of Mar 31, 2026

Declared shareholders of PriceSmart Inc

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 5.92 %1,827,057as of Mar 31, 2026 · SCHEDULE 13G
FMR LLC and 1 other5.60 %1,722,026as of Mar 31, 2026 · SCHEDULE 13G
Black Creek Investment Management Inc. 3.80 %1,164,834as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of PriceSmart Inc". https://titelia.com/en/stocks/pricesmart-inc-US7415111092