FARMER BROTHERS CO - Common Stock, $1.00 Par Value (FARM) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock, $1.00 Par Value
Symbol
FARM on Nasdaq
Shares outstanding
21,838,927
Price per share
$1.46
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
7,236,555
Total reported value
$10,565,803
% of total 13F portfolios
0%
Share change
-433,773
Value change
-$708,411
Number of holders
37
Price from insider filings
$1.46
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of FARMER BROTHERS CO - Common Stock, $1.00 Par Value (FARM) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
JDB Investment Consulting, LLC 8.9% +14% $2,610,493 +$337,660 1,905,469 +15% JDB Investment Consulting, LLC 30 Jun 2025
Farmer Bros. Co. 401(k) Plan 8.5% -13% $2,710,768 -$349,914 1,856,309 -11% Farmer Bros. Co. 401(k) Plan 31 Dec 2025

As of 31 Dec 2025, 37 institutional investors reported holding 7,236,555 shares of FARMER BROTHERS CO - Common Stock, $1.00 Par Value (FARM). This represents 33% of the company’s total 21,838,927 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of FARMER BROTHERS CO - Common Stock, $1.00 Par Value (FARM) together control 33% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
22NW, LP 9% 1,955,526 0% 2.2% $2,855,068
JCP Investment Management, LLC 4.5% 979,650 -1.3% 1.1% $1,430,289
VANGUARD GROUP INC 3.7% 813,359 0% 0% $1,187,505
GAMCO INVESTORS, INC. ET AL 3.6% 787,000 +0.96% 0.01% $1,149,020
RENAISSANCE TECHNOLOGIES LLC 3% 664,036 -12% 0% $969,493
GABELLI FUNDS LLC 1.3% 279,000 +1.6% 0% $407,340
BlackRock, Inc. 1% 222,259 -5.5% 0% $324,498
GEODE CAPITAL MANAGEMENT, LLC 1% 221,754 0% 0% $323,835
Teton Advisors, LLC 0.97% 212,000 -32% 0.21% $309,520
TOCQUEVILLE ASSET MANAGEMENT L.P. 0.93% 203,000 0% 0% $296,380
North Star Investment Management Corp. 0.9% 197,000 0% 0.02% $287,620
DIMENSIONAL FUND ADVISORS LP 0.89% 194,634 -15% 0% $284,129
STATE STREET CORP 0.42% 91,781 0% 0% $134,000
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.3% 66,147 +54% 0% $96,575
Beartown Capital Management, LLC 0.25% 54,009 0% 0.06% $78,853
NORTHERN TRUST CORP 0.23% 51,179 -1.1% 0% $74,721
JANE STREET GROUP, LLC 0.16% 34,730 0% $50,706
XTX Topco Ltd 0.16% 34,442 +57% 0% $50,285
PRICE T ROWE ASSOCIATES INC /MD/ 0.13% 28,843 0% 0% $43,000
MORGAN STANLEY 0.12% 25,400 +321% 0% $37,084
Global Wealth Management Investment Advisory, Inc. 0.11% 24,508 0% 0.01% $35,782
FOUNDERS FINANCIAL SECURITIES LLC 0.11% 23,957 0% 0% $34,977
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.11% 23,815 0% $34,770
PANAGORA ASSET MANAGEMENT INC 0.09% 18,719 0% 0% $27,330
Hodges Capital Management Inc. 0.06% 12,500 0% 0% $18,250

Institutional Holders of FARMER BROTHERS CO - Common Stock, $1.00 Par Value (FARM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 7,236,555 $10,565,803 -$708,411 $1.46 37
2025 Q3 7,616,319 $13,025,560 -$1,134,969 $1.71 40
2025 Q2 8,512,265 $11,501,100 -$37,962 $1.37 42
2025 Q1 8,307,677 $18,440,532 -$849,188 $2.22 50
2024 Q4 8,957,416 $16,119,957 +$157,013 $1.80 51
2024 Q3 8,782,595 $17,391,287 +$106,479 $1.98 45
2024 Q2 8,798,595 $23,581,934 +$28,995 $2.68 45
2024 Q1 8,772,776 $31,318,399 +$453,077 $3.57 44
2023 Q4 9,165,444 $27,015,792 -$112,034 $3.06 47
2023 Q3 9,251,716 $23,080,508 -$4,079,889 $2.58 47
2023 Q2 10,730,741 $28,843,783 -$5,324,093 $2.77 42
2023 Q1 11,701,156 $45,163,825 -$206,869 $3.86 42
2022 Q4 12,283,275 $56,621,103 +$4,806,244 $4.61 44
2022 Q3 11,239,286 $52,719,009 +$804,850 $4.69 44
2022 Q2 11,067,821 $51,937,044 +$1,606,730 $4.69 47
2022 Q1 10,613,251 $75,021,915 -$441,508 $7.12 51
2021 Q4 10,598,729 $79,230,047 -$12,638,897 $7.45 63
2021 Q3 10,963,983 $92,065,993 +$4,340,150 $8.41 65
2021 Q2 10,190,951 $129,140,008 -$5,680,698 $12.69 68
2021 Q1 10,808,284 $112,882,225 -$3,327,402 $10.44 71
2020 Q4 11,957,439 $55,830,531 -$5,729,828 $4.67 72
2020 Q3 13,192,397 $58,343,076 -$2,435,814 $4.42 70
2020 Q2 13,277,646 $97,379,734 -$5,669,794 $7.34 75
2020 Q1 14,094,137 $98,090,235 -$424,264 $6.96 85
2019 Q4 13,984,023 $210,263,301 -$951,925 $15.06 78
2019 Q3 14,086,386 $182,501,242 -$5,347,467 $12.95 80
2019 Q2 14,332,832 $234,620,315 +$50,489,938 $16.37 76
2019 Q1 11,144,551 $222,998,454 -$5,695,613 $20.01 76
2018 Q4 10,213,381 $238,272,178 -$3,162,363 $23.33 78
2018 Q3 10,239,329 $270,312,881 -$1,776,002 $26.40 75
2018 Q2 10,214,321 $312,053,260 +$12,655,163 $30.55 80
2018 Q1 9,819,406 $295,819,119 +$8,684,404 $30.20 86
2017 Q4 9,522,457 $306,143,408 +$2,961,824 $32.15 92
2017 Q3 9,423,807 $309,596,767 +$12,421,008 $32.85 93
2017 Q2 9,064,297 $274,172,633 +$16,729,451 $30.25 87
2017 Q1 8,482,047 $299,840,006 +$35,274,402 $35.35 89
2016 Q4 8,012,309 $293,992,185 -$3,788,395 $36.70 96
2016 Q3 8,131,507 $289,073,350 +$15,871,358 $35.55 101
2016 Q2 7,693,254 $245,838,498 +$27,459,853 $32.06 99
2016 Q1 6,821,820 $190,093,264 +$940,338 $27.87 93
2015 Q4 6,767,619 $218,395,428 -$352,827 $32.27 98
2015 Q3 6,752,260 $183,998,587 +$8,590,654 $27.25 87
2015 Q2 6,529,247 $153,416,754 -$487,327 $23.50 80
2015 Q1 6,513,505 $161,215,533 +$10,596,382 $24.75 82
2014 Q4 6,051,891 $178,332,356 +$889,493 $29.45 90
2014 Q3 6,023,696 $174,385,756 +$13,118,151 $28.95 92
2014 Q2 5,592,763 $120,825,630 +$1,776,975 $21.61 91
2014 Q1 5,519,988 $108,718,214 +$3,352,114 $19.70 87