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The Duckhorn Portfolio, Inc. (8B3.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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7.30-0.15 (-2.01%)
As of 08:04AM CEST. Market open.

Major holders

Currency in EUR
Breakdown
24.45%% of shares held by all insiders
77.07%% of shares held by institutions
102.01%% of float held by institutions
211Number of institutions holding shares

Top institutional holders

HolderSharesDate reported% outValue
TSG Consumer Partners LP61,795,01631 Mar 202453.54%451,103,628
Select Equity Group, Inc.8,249,08831 Mar 20247.15%60,218,343
Vanguard Group Inc5,274,22131 Mar 20244.57%38,501,814
Blackrock Inc.3,983,50931 Mar 20243.45%29,079,616
Massachusetts Financial Services Co.3,733,35331 Mar 20243.23%27,253,477
Westwood Holdings Group Inc.3,523,19131 Mar 20243.05%25,719,294
Dimensional Fund Advisors LP3,376,30331 Mar 20242.93%24,647,012
Morgan Stanley2,102,99931 Mar 20241.82%15,351,893
Royal Bank of Canada2,074,58131 Mar 20241.80%15,144,441
Hotchkis & Wiley Capital Management, LLC1,337,45031 Mar 20241.16%9,763,385

Top mutual fund holders

HolderSharesDate reported% outValue
MFS New Discovery Fund2,464,65029 Feb 20242.14%17,991,945
Vanguard Total Stock Market Index Fund1,427,05431 Dec 20231.24%10,417,494
Ultimus Managers Tr-Westwood Quality SmallCap Fd1,361,64231 Jan 20241.18%9,939,986
Vanguard Small-Cap Index Fund1,321,60831 Dec 20231.15%9,647,738
iShares Russell 2000 ETF1,280,11031 Mar 20241.11%9,344,803
Vanguard Small Cap Value Index Fund914,21131 Dec 20230.79%6,673,740
MFS Variable Insurance Trust-MFS New Discovery Series724,34431 Dec 20230.63%5,287,711
DFA U.S. Targeted Value Portfolio631,99331 Jan 20240.55%4,613,549
Vanguard Extended Market Index Fund618,05631 Dec 20230.54%4,511,808
Dimensional ETF Tr-Dimensional U.S. Targeted Value ETF537,39031 Jan 20240.47%3,922,947