SEC 13F Intelligence

FARMER BROS CO

CUSIP 307675108

Farmer Bros Co has 38 institutional holders in Filings Flow’s 13F database, together reporting 8.26M shares worth $10M as of Q1 2026. The largest reported holders are 22nw, LP, Oddo Bhf Asset Management Sas, and Jcp Investment Management, LLC.

Institutional Holders
38
Q1 2026
Reported Value
$10M
Ticker
unmapped
private placement or foreign
Quarters Tracked
9

Ownership Trend

Institutional holders
Q4 ’18: 61Q4 ’18Q1 ’19: 59Q2 ’19: 58Q2 ’19Q3 ’19: 64Q2 ’21: 59Q2 ’21Q4 ’21: 56Q4 ’22: 39Q4 ’22Q4 ’25: 39Q1 ’26: 38Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $177MQ4 ’18Q1 ’19: $211MQ2 ’19: $208MQ2 ’19Q3 ’19: $308MQ2 ’21: $104MQ2 ’21Q4 ’21: $79MQ4 ’22: $41MQ4 ’22Q4 ’25: $11MQ1 ’26: $10MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
22NW, LP$146M AUM1.70%$2M1.96MQ1 2026
JCP Investment Management, LLC$150M AUM0.83%$1M979.6KQ1 2026
Beryl Capital Management LLC$110M AUM0.39%$427,641336.7KQ1 2026
Teton Advisors, Inc.$164M AUM0.27%$447,728326.8KQ2 2025OLDER
BUILDER INVESTMENT GROUP INC /ADV$461M AUM0.12%$500,000500.0KQ2 2025OLDER
Beartown Capital Management, LLC$209M AUM0.06%$78,85354.0KQ4 2025OLDER
SANDERS MORRIS HARRIS LLC$172M AUM0.05%$373,187218.2KQ3 2025OLDER
Teton Advisors, LLC$142M AUM0.02%$27,94022.0KQ1 2026
North Star Investment Management Corp.$1.7B AUM0.02%$287,620197.0KQ4 2025OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.01%$1M936.5KQ1 2026
Global Wealth Management Investment Advisory, Inc.$638M AUM0.00%$31,12524.5KQ1 2026
Game Plan Financial Advisors, LLC$222M AUM0.00%$8,5786.8KQ1 2026
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.00%$196,850155.0KQ1 2026
GABELLI FUNDS LLC$14.8B AUM0.00%$288,925227.5KQ1 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.00%$84,00766.1KQ1 2026
Hodges Capital Management Inc.$1.2B AUM0.00%$18,25012.5KQ4 2025OLDER
MB, LEVIS & ASSOCIATES, LLC$240M AUM0.00%$2,7402.0KQ2 2025OLDER
FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM0.00%$18,90015.0KQ1 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$654,783515.6KQ1 2026
XTX Topco Ltd$5.8B AUM0.00%$22,44517.7KQ1 2026
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$27,33018.7KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$245,825193.6KQ1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$131,507103.5KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$1,063837Q1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$1,7411.0KQ3 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$894,315704.2KQ1 2026
Mariner, LLC$85.7B AUM0.00%$17,10710.0KQ3 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$301,711237.5KQ1 2026
VANGUARD GROUP INC$6.90T AUM0.00%$1M813.4KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$106,18672.7KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$126,38399.5KQ1 2026
Blue Trust, Inc.$8.7B AUM0.00%$1,175925Q1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$80,98763.8KQ1 2026
UBS Group AG$666.3B AUM0.00%$76,72860.4KQ1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$20,55015.0KQ2 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$53,20341.9KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$42,78225.0KQ3 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$276,335217.6KQ1 2026
STATE STREET CORP$2.90T AUM0.00%$125,44098.8KQ1 2026
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$37,00028.8KQ1 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$7,1445.6KQ1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$180123Q4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$37,08425.4KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$889700Q1 2026
BARCLAYS PLC$416.3B AUM0.00%$2,4471.8KQ4 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$32Q1 2026
GROUP ONE TRADING LLC$52.2B AUM0.00%$254200Q1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$1,2701.0KQ1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$139Q4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$666456Q4 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$11Q1 2026
CITIGROUP INC$234.5B AUM0.00%$11Q1 2026
ROYAL BANK OF CANADA$570.1B AUM$0285Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.