Cross-institution positioning
Aug 13, 2026Accumulation leaning. 1 accumulating, 1 reducing, 1 exited across 3 comparable institutions.
Source: Schedule 13 researchTSCO Institutional Ownership
TRACTOR SUPPLY CO /DE/
Latest stored close $33.70 as of Oct 9, 2026 View live quote ↗
STOCKNODE Outlook
Buy
70/100
6 tracked · 3 comparable
Latest filing
Aug 13, 2026
Positive breadth
4 positive · 2 negative
Recent close
$33.70
Research confidence
Medium
Institutional Research 75/100 · 1 accumulating · 2 reducing / exited
Ownership history
Reported ownership % history
Latest filing Aug 13, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating1
Newly reported3
Reducing / exited
2
52-week position
—
Institutional Intelligence
Why STOCKNODE says Buy
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Buy 70/100
Confidence:Medium
Why this signal
- 1 tracked institution accumulating versus 2 reducing/exited.
- Latest comparable Form 13F activity is net positive across tracked managers.
- Recent insider purchase activity confirms the institutional direction.
Conflicting evidence
- Institutions are bullish while comparable SEC fundamentals are deteriorating.
Institutional
76/100
Insiders
83/100
Fundamentals
39/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Oct 1, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 4 purchases by 3 reporting owners and 0 sales by 0 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Aug 25, 20267 non-amendment material events in the last 90 days; 4 capital-related filing/events (0 equity-related, 1 debt-related); Latest classified evidence: Material definitive agreement. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Aug 6, 2026Revenue +2.3% YoY; Net income -16.1% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 15% through its reported 52-week range; -44.6% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Initial Schedule 13G from Invesco.
Filed Aug 13, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Aug 13, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Invesco
Filed Aug 13, 2026
Direction locked
Capital Research Global Investors
Filed Aug 12, 2026
Direction locked
BlackRock
Filed Jul 30, 2026
Direction locked
Vanguard Capital Management
Filed Apr 30, 2026
Direction locked
Vanguard Group
Filed Mar 27, 2026
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Invesco
Filed Aug 13, 2026
Capital Research Global Investors
Filed Aug 12, 2026
BlackRock
Filed Jul 30, 2026
Vanguard Capital Management
Filed Apr 30, 2026
Vanguard Group
Filed Mar 27, 2026
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth3Multi-insider
90-day sale breadth0
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Oct 1, 2026 | Krishnan Ramkumar | AGrant, award, or other acquisition | Common stock | 839 | $31.29 | Direct | Oct 5, 2026 |
| Oct 1, 2026 | Ham Margaret M | AGrant, award, or other acquisition | Common stock | 555 | $31.29 | Direct | Oct 5, 2026 |
| Sep 4, 2026 | Ham Margaret M | LSEC transaction code L | Common stock | 85 | $35.05 | Direct | Sep 9, 2026 |
| Aug 8, 2026 | Ledbetter Samuel Craig | FTax/price withholding or payment | Common stock | 28 | $33.98 | Direct | Aug 11, 2026 |
| Aug 6, 2026 | Estep Jonathan S | AGrant, award, or other acquisition · derivative | Employee stock option | 3.1K | $0.00 | Direct | Aug 7, 2026 |
| Aug 6, 2026 | Estep Jonathan S | AGrant, award, or other acquisition | Common stock | 794 | $0.00 | Direct | Aug 7, 2026 |
| Aug 6, 2026 | Ordus John P | AGrant, award, or other acquisition · derivative | Employee stock option | 6.1K | $0.00 | Direct | Aug 7, 2026 |
| Aug 6, 2026 | Ordus John P | AGrant, award, or other acquisition | Common stock | 1.6K | $0.00 | Direct | Aug 7, 2026 |
| Aug 5, 2026 | DAHL AMY E | AGrant, award, or other acquisition | Common stock | 13.6K | $0.00 | Direct | Aug 7, 2026 |
| Aug 5, 2026 | Ledbetter Samuel Craig | AGrant, award, or other acquisition · derivative | Employee stock option | 9.2K | $0.00 | Direct | Aug 7, 2026 |
| Aug 5, 2026 | Ledbetter Samuel Craig | AGrant, award, or other acquisition | Common stock | 2.4K | $0.00 | Direct | Aug 7, 2026 |
| Aug 4, 2026 | Lawton III Harry A | POpen-market or private purchase | Common stock | 12.9K | $32.20 | Indirect | Aug 5, 2026 |
| Aug 4, 2026 | Lawton III Harry A | POpen-market or private purchase | Common stock | 2.7K | $31.90 | Indirect | Aug 5, 2026 |
| Aug 4, 2026 | MORRIS EDNA | POpen-market or private purchase | Common stock | 1.6K | $32.44 | Indirect | Aug 5, 2026 |
| Aug 3, 2026 | Hawaux Andre J | POpen-market or private purchase | Common stock | 3.2K | $31.83 | Indirect | Aug 4, 2026 |
| Jul 1, 2026 | Ham Margaret M | AGrant, award, or other acquisition | Common stock | 415 | $0.00 | Direct | Jul 6, 2026 |
| Jul 1, 2026 | Krishnan Ramkumar | AGrant, award, or other acquisition | Common stock | 830 | $0.00 | Direct | Jul 6, 2026 |
| Jun 8, 2026 | Ham Margaret M | LSEC transaction code L | Common stock | 98 | $30.17 | Direct | Jul 6, 2026 |
| Apr 1, 2026 | Krishnan Ramkumar | AGrant, award, or other acquisition | Common stock | 579 | $45.30 | Direct | Apr 3, 2026 |
| Apr 1, 2026 | Ham Margaret M | AGrant, award, or other acquisition | Common stock | 290 | $45.30 | Direct | Apr 3, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events0
90-day capital-related4
90-day equity-related0
90-day debt-related1
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Aug 25, 2026 | 8-K | 1.01, 2.03, 9.01 | Material definitive agreement; New direct financial obligation; Financial statements / exhibits | Debt | Filing |
| Aug 21, 2026 | 424B2 | — | Prospectus filing | Capital-related | Filing |
| Aug 19, 2026 | 424B5 | — | Prospectus filing | Capital-related | Filing |
| Aug 17, 2026 | S-3ASR | — | Shelf securities registration | Capital-related | Filing |
| Aug 7, 2026 | 8-K | 5.02 | Director or executive change | — | Filing |
| Aug 6, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Jul 23, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| May 28, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| May 21, 2026 | 8-K | 1.01, 2.03, 9.01 | Material definitive agreement; New direct financial obligation; Financial statements / exhibits | Debt | Filing |
| May 15, 2026 | 8-K/AAmendment | 5.02 | Director or executive change | — | Filing |
| May 15, 2026 | 8-K | 5.07, 8.01 | Shareholder vote results; Other event | — | Filing |
| May 14, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$4.5B
Q2 2026
+2.3% YoY 10-Q filed Aug 6, 2026
Operating income
$467.1M
Q2 2026
-19.2% YoY 10-Q filed Aug 6, 2026
Operating margin
10.3%
Q2 2026
-2.7 pts YoY 10-Q filed Aug 6, 2026
Net income
$360.7M
Q2 2026
-16.1% YoY 10-Q filed Aug 6, 2026
Diluted EPS
$0.69
Q2 2026
-14.8% YoY 10-Q filed Aug 6, 2026
Operating cash flow
$653.1M
YTD through Jun 27, 2026
-34.9% YoY 10-Q filed Aug 6, 2026
Free cash flow
$217.4M
YTD through Jun 27, 2026
-66.6% YoY 10-Q filed Aug 6, 2026
Cash & equivalents
$231.6M
As of Jun 27, 2026
+2.6% YoY 10-Q filed Aug 6, 2026
Assets
$12.2B
As of Jun 27, 2026
+15.2% YoY 10-Q filed Aug 6, 2026
Liabilities
$9.5B
As of Jun 27, 2026
+18.1% YoY 10-Q filed Aug 6, 2026
Stockholders’ equity
$2.6B
As of Jun 27, 2026
+5.7% YoY 10-Q filed Aug 6, 2026
Shares outstanding
521.0M
As of Jul 25, 2026
10-Q filed Aug 6, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Jun 27, 2026 | $4.5B | +2.3% |
| Ended Jun 28, 2025 | $4.4B | — |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$33.03
View live quote ↗
52-week low
$28.36
Jun 3, 2026
52-week high
$60.37
Sep 18, 2025
Below 52-week high
45.3%
1W return
-6.4%
1M return
-7.8%
3M return
+7.0%
6M return
-30.1%
YTD return
-34.0%
1Y return
-44.6%
30-day volatility
28.3%
90-day volatility
33.2%
1Y max drawdown
-51.3%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 21 filing(s) · 18 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Vanguard Capital Management CIK0002100119 | Jun 30, 2026 quarter end Aug 13, 2026 filed Form 13F quarter-end evidence | Earlier Form 13F quarter-end holding Quarter-end holding evidence; no ownership percentage or signal. | 34.3M | $33.70 | |||
| Invesco CIK0000914208 | Jun 30, 2026 observed Aug 13, 2026 filed · 44d Initial Schedule 13G | Initial Schedule 13G | 34.6M | 6.60% | $31.61 | $36.17 | $33.70 |
| Capital Research Global Investors CIK0001422848 | Jun 30, 2026 observed Aug 12, 2026 filed · 43d Initial Schedule 13G | Initial Schedule 13G | 30.0M | 5.70% | $31.61 | $36.43 | $33.70 |
Explore more institutional activity
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